SK Hynix Tops 100 Trillion Won H1 Revenue With 58% of AI HBM Market
Updated
Updated · The Motley Fool · Aug 14
SK Hynix Tops 100 Trillion Won H1 Revenue With 58% of AI HBM Market
3 articles · Updated · The Motley Fool · Aug 14
Summary
100 trillion won in first-half 2026 revenue marked SK Hynix’s first time above that threshold, underscoring how AI-memory demand is lifting the Korean chipmaker.
58% HBM market share has made SK Hynix the clear leader in the memory bottleneck behind AI systems, ahead of Micron and Samsung at about one-fifth each.
79.3 trillion won in second-quarter revenue rose 51% from the prior quarter and 257% year over year, while operating profit jumped 61% sequentially and 557% annually.
52.6 trillion won in first-quarter revenue and a 72% operating margin show the surge is not only volume-driven but also supported by strong pricing power and sold-out supply.
5.3 times forward earnings leaves SK Hynix valued far below Nvidia’s peak AI-era multiples, even as projected memory shortages are expected to persist into the latter half of the decade.