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SK Hynix Reports Five-Fold Profit Jump As AI Memory Demand SurgesHBM demand tied to AI workloads may exceed supply for three years, supporting pricing and driving higher capital spending
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HBM demand tied to AI workloads may exceed supply for three years, supporting pricing and driving higher capital spending
Chipmaker confidentially submits for New York listing while AI-driven memory demand accelerates and investment plans expand.
Chairman Chey Tae-won of SK Hynix's (HXSCL) parent SK Group has signaled that the company intends to deepen its exposure to the artificial intelligence buildout, pledging to expand production of high-bandwidth memory chips as global data center demand accelerates. Speaking in Washington on Feb. 20, Chey described HBM as a monster chip that is generating enormous profits for SK Hynix, underscoring how central the product has become to the AI hardware stack. The backdrop is a sharp re-rating in SK Hynix's shares, which have more than quadrupled over the past year on record earnings, reflecting investor conviction that advanced memory remains a critical bottleneck in the AI supply chain.