South Korea · Delayed Price · Currency is KRW SK hynix Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw record revenue and profit, driven by AI-fueled demand and strong memory pricing. CapEx will rise to support growth, with robust financials enabling both investment and enhanced shareholder returns. ADR listing and further shareholder return measures are planned.
Fiscal Year 2025
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Record Q4 and FY2025 results were driven by surging AI-related memory demand, with strong growth in HBM and server DRAM, improved profitability, and a robust financial position. The outlook remains positive, with continued AI-driven demand, increased CapEx, and enhanced shareholder returns.
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Record Q3 results driven by AI-fueled demand led to all-time highs in revenue, operating profit, and net income. HBM, DRAM, and NAND capacity for next year is essentially sold out, with CapEx set to rise to meet surging AI infrastructure needs.
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Q2 2025 saw record revenue and profit, driven by surging AI memory demand and strong DRAM/NAND shipments. HBM sales are set to double year-over-year, with proactive investment in new fabs and technology to maintain leadership amid macro and competitive risks.
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Q1 2025 saw strong profitability with KRW 17.6T revenue and robust AI-driven DRAM demand, despite seasonal and macro uncertainties. HBM shipments are set to double, and NAND recovery is supported by supply cuts and enterprise SSD growth.
Fiscal Year 2024
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Record Q4 and 2024 results were driven by surging AI memory demand, especially HBM and enterprise SSDs, with strong profitability and improved financial ratios. 2025 outlook remains positive for AI memory, while legacy products decline and CapEx focuses on HBM and infrastructure.
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Record Q3 revenue and profit driven by strong AI memory demand, with HBM and enterprise SSDs leading growth. Outlook remains positive for DRAM and NAND, with continued investment in advanced technologies and infrastructure.
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Record Q2 revenue and profit driven by strong AI memory demand, HBM sales, and price increases. DRAM and NAND segments saw improved profitability, with significant investment planned for AI memory and infrastructure. Tight supply and robust demand expected to continue.