AI芯片推动下，SK海力士将创盈利纪录

Core Viewpoint - SK Hynix is expected to achieve record earnings in Q2 2023, driven by a surge in demand for high-bandwidth memory (HBM) chips used in AI applications [2] Group 1: SK Hynix Performance - Analysts predict SK Hynix's revenue for April to June will reach 20.6 trillion KRW (approximately 14.9 billion USD), a year-on-year increase of 25.5% [2] - Operating profit is expected to grow by 65%, reaching 9 trillion KRW, also a record high [2] - If confirmed, this performance will surpass the previous record set in Q4 2023, which was 19.8 trillion KRW in revenue and 8.1 trillion KRW in operating profit [2] - SK Hynix is solidifying its leadership in the rapidly growing HBM sector, which is a key component for high-performance AI chips [2] - Counterpoint Research estimates that SK Hynix's memory chip sales will reach 15.5 billion USD this quarter, matching that of larger competitor Samsung Electronics [2] Group 2: Samsung Electronics Performance - Samsung Electronics released a weaker-than-expected earnings guidance, forecasting a 56% decline in operating profit to 4.6 trillion KRW, below market expectations of 6.1 trillion KRW [3] - The decline is attributed to increased U.S. export controls on advanced AI chips, leading to a slowdown in HBM chip supply and rising inventory levels [3] - As a precaution, Samsung increased its inventory loss reserves this quarter to address potential devaluation of unsold chips, further impacting profitability [3] Group 3: LG Electronics Performance - LG Electronics also issued disappointing Q2 earnings guidance, expecting a 46.6% year-on-year decline in operating profit to 639.1 billion KRW [5] - The ongoing weakness in the television sector has offset moderate growth in other consumer electronics and enterprise businesses [5]