SK海力士，优势更大了

Group 1 - SK Hynix has maintained its position as the global leader in the DRAM market for the second consecutive quarter, with a market share increase from 36.9% in Q1 to 39.5% in Q2, while Samsung's share decreased from 34.4% to 33.3% [1] - The global DRAM industry revenue reached $30.916 billion in Q2, a 17.3% increase from the previous quarter, driven by rising DRAM contract prices and increased HBM shipments [1] - SK Hynix's revenue for Q2 was $12.226 billion, surpassing Samsung's $10.3 billion by over $1.9 billion, marking the first time SK Hynix has outperformed Samsung in DRAM market share since 1992 [1] Group 2 - SK Hynix is expected to secure the top position in the global DRAM market this year, holding over 50% of the HBM market share, primarily supplying major tech companies including Nvidia [2] - A temporary wage agreement was reached between SK Hynix and its labor union, which includes a 6.0% salary increase and a profit-sharing plan based on 10% of the previous year's operating profit [2] - The expected operating profit for SK Hynix this year is between 30 trillion KRW and 33 trillion KRW, with the union requesting 10% of this as a bonus, translating to an average of 100 million KRW per employee for approximately 33,000 employees [2]