第六代HBM4原型

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还了7万亿韩元债务,SK海力士真的赚翻了!
半导体芯闻· 2025-03-21 10:40
Core Viewpoint - SK Hynix has emerged as a leading supplier of high-bandwidth memory (HBM) for NVIDIA, driven by the booming demand for artificial intelligence (AI) semiconductors, resulting in record financial performance in the past year [1][2]. Financial Performance - SK Hynix achieved a record sales revenue of 66.193 trillion KRW and an operating profit of 23.467 trillion KRW, marking a significant rebound in the semiconductor industry [1]. - The company's total debt decreased by approximately 23% to 22.6837 trillion KRW, with nearly 7 trillion KRW repaid in the past year [2]. Market Dynamics - The company's sales in the U.S. surged 2.6 times, accounting for over 63% of total sales, primarily due to demand from major tech companies like NVIDIA [1][2]. - The successful mass production of the fifth-generation HBM3E product has helped maintain SK Hynix's leading position in the HBM market [1]. Investment and R&D - SK Hynix's R&D expenses reached a historic high of 4.9544 trillion KRW, increasing by 800 billion KRW from the previous year [3]. - Capital expenditures (CAPEX) nearly tripled to 17.956 trillion KRW, reflecting investments in HBM demand response and infrastructure [3]. Strategic Initiatives - The company announced the launch of its sixth-generation HBM4 prototype, aimed at addressing significant technological demands from market leaders like NVIDIA [2]. - SK Hynix's president is participating in the China Development Forum, engaging with global tech leaders to explore investment opportunities [3].