Signage on the SK Hynix Inc. sales space on the China Worldwide Import Expo (CIIE) in Shanghai, China, on Thursday, Nov. 6, 2025. The expo runs by means of Nov. 10. Photographer: Qilai Shen/Bloomberg by way of Getty Photographs
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South Korea’s SK Hynix on Wednesday posted document quarterly income and revenue, boosted by surging reminiscence costs and demand for generative AI chipsets, because it competes with rival Samsung for the title of the world’s prime reminiscence producer.
The reminiscence maker additionally introduced further dividends of 1 trillion received, or 1,500 received per share, lifting its whole dividend payout for fiscal 2025 to 2.1 trillion received.
Listed below are the corporate’s outcomes versus LSEG SmartEstimates, that are weighted towards forecasts from analysts who’re extra constantly correct:
- Income: 32.827 trillion received ($23 billion) vs. 32.132 trillion received anticipated
- Working revenue: 19.17 trillion received vs. 17.729 trillion received anticipated
Income rose about 66% within the December quarter from a 12 months earlier, whereas working revenue surged 137% over the identical interval.
SK Hynix makes reminiscence chips used to retailer knowledge, that are present in the whole lot from servers to shopper gadgets akin to smartphones and laptops.
The corporate has benefited from a growth in synthetic intelligence as a key provider of high-bandwidth reminiscence, or HBM chips, used to energy AI knowledge middle servers.
HBM falls into the broader class of dynamic random entry reminiscence, or DRAM — a sort of semiconductor reminiscence used to retailer knowledge and program code that may be present in PCs, workstations and servers.
SK Hynix mentioned its HBM income greater than doubled in 2025. This helped it attain a document 97.147 trillion received in income for the 12 months, up almost 50% from 2024. In the meantime, its annual working revenue reached 47.206 trillion received, greater than double the earlier 12 months’s.
“We see SK hynix as one of many greatest AI winners in Asia, pushed by its management in HBM and powerful total reminiscence competitiveness,” mentioned Ray Wang, an analyst at SemiAnalysis targeted on reminiscence and the AI provide chain.
“Past HBM, commodity DRAM might be a important earnings driver this 12 months, supported by quickly increasing margins and demand stemming from a structural provide scarcity,” he added.
Demand for HBM has far outpaced provide, triggering shortages throughout the reminiscence sector, together with for much less superior reminiscence chips utilized in shopper electronics and electrical automobiles.
On account of this setting, reminiscence costs have been surging, with shortages anticipated to final into subsequent 12 months as firms like SK Hynix await extra capability expansions to come back on-line.
SK Hynix additionally introduced on Wednesday plans to cancel treasury shares price 12.24 trillion received, a transfer aimed toward boosting shareholder worth. The announcement adopted a surge within the reminiscence maker’s share value on Tuesday after native media reported that it had turn out to be the unique provider of superior reminiscence chips for a brand new AI processor developed by Microsoft.
SK Hynix will maintain an earnings name with buyers on Thursday. Samsung, SK Hynix’s main competitor within the reminiscence market, together with HBM, can be set to report earnings in the present day.
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