一季度利润飙升158%，SK海力士又赚翻了

Core Viewpoint - SK Hynix reported quarterly revenue and operating profit exceeding expectations, driven by strong demand for high-bandwidth memory products used in artificial intelligence chips [1][2]. Financial Performance - Revenue for the first quarter reached 17.64 trillion KRW (approximately 12.36 billion USD), surpassing the expected 17.26 trillion KRW - Operating profit was 7.44 trillion KRW, exceeding the forecast of 6.62 trillion KRW - Year-over-year revenue growth was approximately 42%, while operating profit surged by 158% - Compared to the previous quarter, revenue declined by 11%, and operating profit decreased by 8% from the historical high in December [1]. Market Position and Strategy - SK Hynix is a leading supplier of dynamic random-access memory (DRAM), essential for data storage in PCs, workstations, and servers [1]. - The company attributes its first-quarter profit to the impact of artificial intelligence on the memory market, with expectations of continued investment from large tech companies [2]. - SK Hynix holds a 70% revenue share in the high-bandwidth memory (HBM) market, benefiting from the growth of AI servers, with major clients including Nvidia [2][3]. Future Outlook - The company anticipates that its HBM revenue will more than double by 2025 [2]. - SK Hynix has overtaken Samsung in the overall DRAM market share, holding 36% compared to Samsung's 34% [3]. - Plans to establish a new manufacturing facility in Cheongju, South Korea, are underway, with construction expected to start by the end of April and early production targeted for November 2025 [4]. Government Support - The South Korean government announced a 33 trillion KRW support plan for the semiconductor industry, reflecting increased investment due to uncertainties from global trade tariffs [4].