Particle.news

Download on the App Store

SK Hynix Posts Record Q1 Profit, Cementing Lead in AI Memory Market

The South Korean chipmaker reported a 158% surge in operating profit and a 70% share of the HBM market, while navigating tariff concerns and investor skepticism.

Overview

  • SK Hynix achieved a 36% share of the global DRAM market in Q1 2025, surpassing Samsung for the first time in decades.
  • The company reported a 157.8% year-on-year increase in operating profit to 7.44 trillion won and a quadrupling of net income to 8.1 trillion won.
  • Holding a dominant 70% share of the high-bandwidth memory (HBM) market, SK Hynix plans to double HBM sales in 2025 and prepare for HBM4 mass production by year-end.
  • Despite strong financial results, SK Hynix faces record short selling of its shares due to uncertainty over potential US tariffs and macroeconomic volatility.
  • Executives highlighted stable demand from major clients, including Nvidia, and emphasized the company’s strategic focus on AI-driven memory solutions.