Overview
- SK Hynix captured 36% of the global DRAM market in Q1 2025, surpassing Samsung's 34%, according to Counterpoint Research.
- The company reported a net income of 8.1 trillion won, a 323% year-on-year increase, and operating profit of 7.44 trillion won, exceeding analyst expectations.
- Strong demand for high bandwidth memory (HBM) chips, used in AI applications, was a key driver of the record-breaking financial performance.
- SK Hynix secured sales orders for HBM chips through 2025 and plans to begin mass production of its next-generation HBM4 chips by the end of the year.
- Despite its success, investor caution persists with record short-selling activity linked to uncertainties around U.S. trade policies and AI capital expenditure.