SK海力士Q2营业利润飙升68%，加速HBM产能扩张应对AI算力需求激增

Core Insights - SK Hynix announced an acceleration of its advanced memory chip production expansion plan following record quarterly performance, driven by surging demand for artificial intelligence [1] - The company reported a 68% year-on-year increase in operating profit, reaching 9.21 trillion KRW (approximately 6.7 billion USD), with revenue growth of 35% hitting a historical high, exceeding market expectations [1] - SK Hynix aims to increase investments in cutting-edge areas like High Bandwidth Memory (HBM) to meet rising memory demands from clients' new products in the second half of the year [1] Group 1 - SK Hynix has become the global leader in the DRAM market by revenue in Q1 2023, currently competing with Samsung for market leadership [3] - Samsung's delay in HBM3E12 layer product certification has created favorable conditions for SK Hynix, allowing it to secure extended delivery cycles in the lucrative HBM market [3] - Despite a 10% decline in stock price from its 2025 peak and a downgrade from Goldman Sachs, the market generally views SK Hynix's technological advantages as competitive [3] Group 2 - SK Hynix is deepening collaborations with organizations like OpenAI to strengthen technological ties in AI infrastructure [4] - OpenAI's CEO announced plans to deploy one million GPUs by the end of the year, aligning with SK Hynix's strategic initiatives [4] - The strategic value of memory chips is increasing as AI computing power demands grow exponentially, with the outcome of the technology race likely hinging on collaborative innovation and market responsiveness [4]