On July 24, 2025, South Korean memory giant SK Hynix released its financial results for the second quarter of the 2025 fiscal year, ending on June 30, 2025. The results showed that the company's second-quarter revenue reached 22.232 trillion won (approximately US$16.172 billion), up 35% year-on-year and 26% quarter-on-quarter. The operating profit was 9.2129 trillion won (approximately US$6.7 billion), up 68% year-on-year and 24% quarter-on-quarter. The net profit was 6.9962 trillion won (approximately US$5.09 billion), up 70% year-on-year but down 14% quarter-on-quarter. The operating profit margin was 41%, and the net profit margin was 31%. This performance not only exceeded the highest level of the fourth quarter of last year but also set a new historical record for quarterly performance.

AI Demand Drives DRAM and NAND Shipments Beyond Expectations

SK Hynix's strong performance this quarter is mainly attributed to the active investment of global large-scale technology companies in the field of artificial intelligence, which has driven the continuous growth of memory demand for AI. The company stated that the shipments of both DRAM and NAND flash memory exceeded expectations, thereby driving significant growth in revenue and operating profit. In the DRAM business, SK Hynix has fully expanded the sales of its 12-layer HBM3E product. The significant increase in shipments of this high-value-added product has become an important factor in driving performance growth. In addition, sales of NAND flash memory in various application areas have also increased, further consolidating the company's market position.

Product Strategy and Market Outlook

SK Hynix has continued its positive performance trend, thanks to its industry-leading competitiveness in AI-oriented memory and profit-oriented business operations. The company plans to continue expanding the sales of HBM3E products and is preparing to supply HBM4 products in a timely manner to meet the market's demand for high-performance and high-capacity memory. In addition, SK Hynix also plans to start supplying server modules equipped with LPDDR within the year and increase the capacity of GDDR7 from 16Gb to 24Gb. In the NAND flash memory business, the company will continue to maintain a cautious investment tone, implement profit-oriented operating strategies, and advance product development to respond to market improvements. At the same time, SK Hynix will also expand the sales of high-capacity enterprise-grade solid-state drives (eSSD) based on QLC and build a product portfolio based on 321-layer NAND flash memory to enhance market competitiveness.

Promising Future Prospects

Thanks to these performance results, as of the end of the second quarter, SK Hynix's cash and cash equivalents reached 17 trillion won, an increase of 2.7 trillion won compared to the previous quarter. The debt and net debt ratios were 25% and 6%, respectively, with net debt decreasing significantly by 4.1 trillion won quarter-on-quarter. The company expects that with the upcoming launch of new products by customers in the second half of the year, memory demand will continue to grow. As global investment in AI technology continues and sovereign AI construction investments by various countries increase, the market demand for high-performance and high-capacity memory will become a new driving force for SK Hynix's long-term performance growth.

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