Overview
- SK Hynix reported 2025 operating profit of 47.2 trillion won and revenue of 97.1 trillion won, with Q4 operating profit rising 137% to about 19.2 trillion won.
- HBM sales more than doubled year over year, and external estimates place the firm’s HBM market share around the high‑50s to low‑60s percent range.
- Executives said HBM4 has moved into large‑scale production after completing preparation stages in September, positioning SK Hynix to stably supply both HBM3E and HBM4.
- The company announced a $10 billion US AI solutions firm built around a restructured Solidigm, a cancellation of roughly 12.2 trillion won in treasury shares, and additional dividends.
- Local reports link SK Hynix to Microsoft’s Maia 200 and suggest a major share of Nvidia’s 2026 HBM4 demand, which the company has not confirmed, as Samsung posted record quarterly profit and prepares HBM4 supply.