SK Hynix expects record-breaking first-quarter results. Analysts forecast sales of 47.7 trillion won ($32.4 billion). Operating profit is projected to reach 32.7 trillion won ($22.2 billion). Sales represent a 170% year-on-year increase. Operating profit reflects a 339% year-on-year surge.
Surging demand for AI memory products and higher prices for DRAM and NAND chips drive this growth. The performance reinforces the company's leadership in the high-bandwidth memory (HBM) market.
Goldman Sachs projects SK Hynix will hold over 50% of the HBM market share through 2026. UBS forecasts the company will supply Google’s upcoming Tensor Processing Units. SK Hynix is also expected to capture 70% of the HBM4 market for NVIDIA’s next-generation Rubin AI platform.