This is an official press release from SK Hynix.
https://news.skhynix.co.kr/q2-2026-business-results/
SK Hynix Announces Second Quarter 2026 Business Results
▪ Revenue of KRW 79.318 trillion, operating income of KRW 60.543 trillion (operating margin 76%), net income of KRW 93.923 trillion (net profit margin 118%)
▪ Strong sales expansion of high value-added products driven by strong AI demand… Record quarterly performance, first half cumulative revenue exceeding KRW 100 trillion for the first time.
▪ Long-term supply contracts with over 10 key customers… Responding to structural demand growth through multi-year contracts and technological innovation.
▪ HBM4 achieves industry-leading operating speed, power efficiency, and cost competitiveness based on customer requirements… Demonstrating differentiated technological competitiveness.
▪ Strengthening production capacity and financial soundness while adhering to investment principles in preparation for long-term growth opportunities.
SK Hynix announced on the 29th that it achieved record quarterly earnings performance of KRW 79.318 trillion in revenue, KRW 60.543 trillion in operating income (operating margin 76%), and KRW 93.923 trillion in net income (net profit margin 118%) for the second quarter of this year (K-IFRS based).
Amidst continued strong demand driven by increased AI infrastructure investment, high-performance products for AI servers led the price increase trend. As a result, the company surpassed its previous record-high performance achieved in the previous quarter, pushing cumulative revenue for the first half to exceed KRW 100 trillion for the first time.
* Second quarter of 2025 revenue: KRW 22.232 trillion, operating income: KRW 9.213 trillion
* First quarter of 2026 revenue: KRW 52.576 trillion, operating income: KRW 37.610 trillion
![[Official] SK Hynix Announces Second Quarter 2026 Business Results](https://s3.ap-southeast-1.amazonaws.com/image.nongkrong.co.id/upload/editor/20260729/20260729_063138124.jpeg)
SK Hynix Announces Second Quarter 2026 Business Results 01 Other Infographics
SK Hynix explained, “Both DRAM and NAND flash (hereinafter ‘NAND’) recorded significant price increases for the second consecutive quarter. We achieved the highest profitability by increasing sales of high value-added products such as HBM, AI server DRAM, and eSSD.”
Thanks to this strong performance, the company's cash assets at the end of the second quarter increased by KRW 33.6 trillion compared to the end of the previous quarter, reaching KRW 88 trillion. Meanwhile, borrowings decreased by KRW 0.7 trillion to KRW 18.6 trillion, and net cash expanded to KRW 69.4 trillion. The company assessed that its financial leeway was significantly strengthened based on record-high profits and cash generation.
SK Hynix explained that as AI evolves into agent forms that perform complex tasks on behalf of users and expands into various services, the demand base for memory is further expanding. As a result, it analyzed that structural changes are occurring where both AI memory and general memory demand are increasing.
With major big tech companies expanding their AI infrastructure investments, additional supply requests are also continuing. Since these investments are based on the revenue generated from AI services, the company expects that the memory demand growth trend will continue.
Based on this demand outlook, SK Hynix is expanding long-term contract negotiations to secure supply stability with customers. Long-term supply contracts (LTAs) have been finalized with over 10 key customers, including core customers, and discussions are ongoing with other major industry customers. Through this, the company aims to enhance operational efficiency while further strengthening the foundation for long-term business stability and sustainable growth.
As AI model sophistication expands the scope of memory competitiveness to system architecture and packaging, SK Hynix plans to lead system-level memory innovation based on its broad product portfolio and collaborative development capabilities with customers.
HBM4 achieved industry-leading operating speed, power efficiency, and cost competitiveness while meeting customer requirements for operating speed. The company started mass production of HBM4 in the second quarter and plans to significantly expand production in the second half. HBM4E, which completed first-half sample shipments, applied the optimal process with proven technological maturity and mass production stability.
SK하이닉스는 HBM 분야에서 우수한 품질과 높은 수율 기반의 안정적인 공급 능력, 원가 경쟁력과 업계 최고 수준의 성능을 포함한 종합 경쟁력을 바탕으로 리더십을 지속 이어간다는 방침이다.
SOCAMM2는 2분기 들어 판매가 크게 늘었으며, 10나노급 6세대(1c) 공정을 적용한 제품 공급도 본격화됐다.
낸드는 선단 공정 전환을 가속화해 고용량·고성능 제품 중심으로 포트폴리오를 강화한다. 321단 제품은 이미 전체 생산량에서 가장 큰 비중을 차지했으며, 연말까지 국내 생산능력의 50% 수준으로 확대할 계획이다.
한편, SK하이닉스는 고객 수요가 공급 역량을 상회하는 시장 환경 속에서 고객이 원하는 물량을 적시에 공급하는 능력이 사업의 핵심 경쟁력으로 부상하고 있다고 판단했다.
이에 회사는 M15X 양산 일정을 앞당기는 한편, 2027년 초 용인 1기 팹 클린룸 오픈 이후 생산능력을 신속하게 확대할 수 있는 투자도 진행하고 있다. 최근 발표한 첨단 패키징 공장 P&T7과 낸드 생산기지 M17, 신규 반도체 클러스터 조성 등 중장기 투자 계획도 고객 수요와 투자 효율성 등을 고려해 단계적으로 추진할 방침이다.
또한, SK하이닉스는 중장기 성장 기회를 차질 없이 준비하는 동시에 설비투자 원칙(CapEx Discipline)을 유지함으로써, 생산능력과 재무 건전성을 함께 강화해 나갈 계획이라고 강조했다.
![[공식] SK하이닉스, 2026년 2분기 경영실적 발표](https://s3.ap-southeast-1.amazonaws.com/image.nongkrong.co.id/upload/editor/20260729/20260729_063138719.jpeg)
▶ 원문 출처: https://news.skhynix.co.kr/q2-2026-business-results/
