消费者痛哭内存、硬盘涨价，SK海力士单季度血赚10万亿韩元

Core Insights - SK Hynix reported a record profit of 10 trillion KRW in Q3 of FY2025, driven by the AI boom and rising prices of memory and storage products [1] Financial Performance - For Q3 FY2025, SK Hynix achieved revenue of 24.4489 trillion KRW (approximately 120.9 billion RMB), a year-on-year increase of 39% [3][4] - Operating profit reached 11.3834 trillion KRW (approximately 56.3 billion RMB), marking a 62% year-on-year growth [3][4] - Net profit was 12.5975 trillion KRW (approximately 62.3 billion RMB), with a remarkable year-on-year increase of 119%, representing the first time the company exceeded 10 trillion KRW in quarterly operating profit [3][4] Market Dynamics - The significant growth is attributed to the overall increase in DRAM and NAND flash prices, along with a surge in shipments of high-performance products for AI servers, particularly 128GB DDR5 modules [4] - The demand for enterprise-grade solid-state drives for AI servers has also seen a premium pricing trend [4] Future Outlook - SK Hynix plans to accelerate the production of advanced 10nm-class (1c) technology and expand the supply of 321-layer TLC and QLC products [5] - The company aims to start supplying HBM4 in Q4 of this year and achieve large-scale sales next year [5] Industry Trends - The semiconductor industry is prioritizing high-margin server products, leading to tight supply and rising prices in the consumer memory and storage segments [7] - Despite the perception of supply tightness, the high profits reported by SK Hynix suggest that price increases may be opportunistic rather than purely supply-driven [7]