マイクロン・テクノロジーは、AI需要に牽引され、ここ数四半期で力強い収益成長を記録した。
同社の2026年度第2四半期の売上高は前年同期比で196%増加し、売上総利益率は74.9%に達した。アナリストは、SKハイニックスやサムスンといった競合他社への市場シェア流出のリスクを指摘している。HBM4の認定遅延も、今後の業績に対する懸念材料となっている。
マイクロン、市場シェアへの懸念の中で過去最高の業績を報告
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SK hynix reported record Q1 sales of 52.58 trillion won and operating profit of 37.61 trillion won ($25.42 billion) on Thursday. The figures marked year-on-year increases of 198 percent in sales and 405.5 percent in operating profit, driven by strong AI infrastructure demand. Net profit also hit a record 40.34 trillion won ($27.3 billion).
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Microsoft posted better than expected third quarter results driven by sustained demand for its cloud and artificial intelligence offerings.
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Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.
Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.
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South Korean stocks closed at a record high on May 27, driven by gains in semiconductor shares.
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