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SK hynix eyes over 200 trillion won in operating profit this year with HBM4 and 321-layer NAND

TL;DR AI

Key summary

2 min read
  1. SK Hynix posted record-high second-quarter revenue and operating profit, driven by strong sales of AI data center HBM and high-capacity NAND.

  2. Profitability improved sharply, with demand for HBM3E/HBM4 and eSSD lifting margins and reinforcing its leadership in AI memory.

  3. The company plans to begin mass production of HBM4 in the second half and expand shipments of 321-layer NAND to sustain growth.

  4. SK Hynix will continue heavy investment, including a 50 trillion won capex plan and new capacity at M15X and the Yongin cluster.

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