重磅！SK海力士在与英伟达谈判中占上风，HBM4涨价逾50%，提前锁定明年创纪录业绩！

Core Viewpoint - SK Hynix is expected to achieve record operating profit exceeding 70 trillion KRW next year, driven by high profitability from HBM4 and soaring prices of general DRAM [1][9]. Group 1: HBM4 Performance - SK Hynix successfully negotiated a price increase of over 50% for HBM4, setting the price at approximately $560 per unit, which strengthens its market position in high-end memory chips [3][4]. - The overall performance of HBM business is projected to grow by 40% to 50% next year, with sales expected to reach around 40 trillion to 42 trillion KRW [7][9]. - The profit margin for HBM4 is estimated to be around 60%, contributing approximately 25 trillion KRW in operating profit if the same margin is maintained as this year [7]. Group 2: General DRAM Market - The prices of general DRAM, including GDDR and low-power DDR, are also rising due to increased demand from AI infrastructure investments, with DDR4 prices surpassing $7, the highest in nearly seven years [9]. - SK Hynix's operating profit margin for general DRAM is expected to approach 50% to 60% next year, further enhancing its profitability [9]. Group 3: Future Outlook - The company has locked in prices and supply volumes for products meeting NVIDIA's specifications, indicating sustained high operating profit margins into next year [5][8]. - Despite potential competition from Samsung and Micron entering the HBM4 market, SK Hynix's performance is not expected to be adversely affected [6].