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SK Hynix Tops Samsung as DRAM Leader with Record AI-Driven Profits

The South Korean chipmaker posted a Q1 net income of 8.1 trillion won, driven by surging demand for AI memory, while securing full HBM orders for 2025.

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The logo of SK Hynix is seen at its headquarters in Seongnam, South Korea, April 25, 2016. REUTERS/Kim Hong-Ji

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.