Workflow
NAND(闪存)芯片
icon
Search documents
SK海力士季度利润创历史新高
Xin Lang Cai Jing· 2026-01-28 08:17
Core Viewpoint - SK Hynix announced that the prices of advanced and traditional storage chips have risen due to the strong demand in the artificial intelligence sector, resulting in a quarterly profit that has doubled year-on-year and reached a historical high, significantly exceeding market expectations [2][3]. Group 1: Financial Performance - The operating profit of SK Hynix for the fourth quarter surged 137% to 19.2 trillion KRW, compared to 8.1 trillion KRW in the same period last year [3]. - The market consensus estimate from LSEG SmartEstimate was 17.7 trillion KRW, indicating that SK Hynix's performance greatly surpassed expectations [3]. Group 2: Market Position and Product Demand - SK Hynix holds a remarkable 61% market share in the high bandwidth memory (HBM) sector, which is utilized in AI chipsets designed by companies like NVIDIA [3]. - The prices of general DRAM and NAND chips used in servers, personal computers, and mobile devices have increased due to supply constraints and rising AI demand, benefiting SK Hynix [3]. - The contract price for 16GB DDR5 memory surged over three times compared to the same period last year [3]. - Market research indicates that traditional DRAM contract prices are expected to rise further by 55% to 60% compared to the previous quarter [4].