SK计划重组NAND业务

Core Viewpoint - SK Hynix is restructuring its acquisition of Intel's NAND flash memory factory and SSD business Solidigm, while also investing in AI-related companies in the U.S. to enhance the role of its memory products in the systems and products produced [2][4][6]. Group 1: Company Strategy - SK Hynix plans to establish a new entity named AI Co. in California to expand its U.S. operations, replacing Solidigm. The existing Solidigm NAND and SSD business will be transferred to a new subsidiary called Solidigm Inc. to ensure brand continuity [2]. - The company aims to invest $10 billion in AI Co. through capital fundraising, focusing on strategic investments and collaborations with innovative U.S. companies to create synergies within the SK Group [6][13]. - SK Hynix intends to expand its AI product line, leveraging existing products like DRAM, HBM, and NAND chips/SSDs to increase their application range in AI systems [6][12]. Group 2: Financial Performance - In Q4 2025, SK Hynix reported a revenue increase of 63.3% year-on-year to 32.83 trillion KRW (approximately $229.3 billion), with a net profit of 15.25 trillion KRW (approximately $106.5 billion), marking a 90.4% increase [7]. - The company anticipates a strong performance for the full year 2025, projecting revenues of 97.15 trillion KRW (approximately $678.7 billion) and profits of 42.95 trillion KRW (approximately $300 billion), surpassing its 2023 annual revenue [7][11]. Group 3: Market Demand and Product Development - The demand for HBM and traditional memory solutions has surged, driven by AI, particularly in AI training that requires GPUs equipped with HBM for data processing speed [9][12]. - SK Hynix is ramping up HBM4 production to meet customer demand and is developing customized HBM technologies to cater to specific client needs [9][11]. - The company is transitioning its NAND flash production to 321-layer 3D technology and is actively utilizing Solidigm's QLC eSSD to meet AI data center storage needs [11].