Overview
- SK Hynix reported a record 9.21 trillion won operating profit and 22.23 trillion won in revenue for Q2 2025, driven by strong high-bandwidth memory sales.
- The company has upgraded its 2025 investment plan, frontloading capital expenditure to expand HBM capacity and prepare for next-generation products.
- SK Hynix expects to double its full-year HBM chip shipments compared with 2024 as major cloud and AI model providers roll out new hardware.
- Management signaled steady AI memory demand through the second half, citing stable customer inventories and upcoming product launches.
- The chipmaker is bracing for potential U.S. export tariffs and intensifying rivalry, while Samsung and LG forecast steep profit declines in the same quarter.