SK海力士预计高性能存储芯片销量有望翻一番

Core Insights - SK Hynix reported record quarterly profits driven by strong demand for advanced chips and preemptive stockpiling by clients ahead of potential tariffs in the U.S. [1] - The company anticipates intensified competition among major tech firms to enhance the reasoning capabilities of AI models, leading to increased demand for high-performance, high-capacity memory products [1] - SK Hynix expects its HBM chip sales to double compared to 2024, highlighting its leading position in the HBM chip sector [1] - In the first quarter of this year, SK Hynix surpassed Samsung Electronics to become the largest memory chip manufacturer globally, attributed to its dominance in the HBM chip market [1] - HBM chips are critical components in AI chipsets designed by companies like NVIDIA, facilitating the processing of large data volumes for training AI models [1]