US Top News and Analysis | SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb
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South Korean memory‑chip leader SK Hynix reported a record first‑quarter profit and revenue of 52.58 trillion won (about $35.6 billion), narrowly missing analysts’ forecasts, while operating profit rose to 37.61 trillion won and margins hit an all‑time high of 72 percent. Revenue nearly tripled year‑over‑year, driven by soaring demand for its high‑bandwidth memory (HBM) used in AI data centres, giving the company a 57 % share of the HBM market and a competitive edge over rivals such as Micron and Samsung. Although Samsung recently reclaimed the lead in overall DRAM revenue, the DRAM market has grown 30 % quarter‑over‑quarter for two consecutive quarters as memory prices rise. SK Hynix’s chairman warned that the global chip wafer shortage could last until 2030, with supply constraints likely to create a shortfall exceeding 20 %.
Read more: https://www.cnbc.com/2026/04/23/sk-hynix-earnings-ai-memory-shortage-hbm-demand.html
#SKHynix #Samsung #HBM #DRAM
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