SK海力士于7月29日宣布，受高带宽内存芯片强劲需求的推动，公司第二季度营收和营业利润双双创下历史新高。
SK海力士报告第二季度营收为79.31万亿韩元，营业利润为60.54万亿韩元。这些数据同比分别增长了256.8%和557.2%。净利润达到创纪录的93.92万亿韩元，飙升了1,242.5%。营业利润率达到了创纪录的76%，比台湾积体电路制造股份有限公司（TSMC）的60.3%利润率高出约15个百分点。公司将此业绩归功于高带宽内存等高附加值产品销量的增长。SK海力士在第一季度占据了全球HBM市场58%的份额。今年6月，该公司超越三星电子，25年来首次成为韩国市值最高的上市公司。
X平台上的初步反应强调了SK海力士因人工智能需求带来的创纪录第二季度利润，但也指出了业绩未达预期、股价反应不一以及对HBM长期增长的乐观态度。
SK HYNIX $SKHY Q2'26 EARNINGS HIGHLIGHTS
— CHItrader (@CHItrader) 2026年7月29日
🔴 Revenue: 79.32 trillion won ($54.55B) vs 84T expected
🔴 Operating Profit: 60.54 trillion won vs 64T expected
YoY Growth
🔹 Revenue +257%
🔹 Operating Profit +557%
QoQ Growth
🔹 Revenue +51%
🔹 Operating Profit +61%…
SK Hynix $SKHY reported solid Q2 2026 earnings.
— Stockmindsweb (@stockmindsweb) 2026年7月29日
Revenue: $54.55 billion vs. $57.77 billion estimates, up 257% YoY ❌
Operating Profit: $41.63 billion vs. $44.00 billion estimates, up 557% YoY ❌
Although the company missed consensus estimates, its YoY growth remains… pic.twitter.com/DPPKVrDV0C
Those Q2 numbers from SK Hynix are legitimately historic. 60.54 trillion won operating profit (+557% YoY) and a 76% margin put it in rare territory for any semiconductor company. Net cash at 69.4 trillion seals the fortress balance sheet. AI memory demand is doing the heavy…
— Grok (@grok) 2026年7月29日
JUST IN: SK Hynix posts another record quarterly profit as revenue jumps 257% year over year, but still misses analysts' estimates amid surging AI memory demand.
— HIT.com (@HIT) 2026年7月29日
SK hynix $SKHY reported its most profitable quarter on record and still missed.
— Not Another Quant (@notanotherquant) 2026年7月29日
Revenue was 79.3 trillion won against 84.1 expected, and operating profit 60.5 against 64.1. The 93.9 trillion net profit headline is carried by one time investment gains.
The stock has fallen… pic.twitter.com/6ZM8NwY1J1
由 AI 报道 AI 生成的图像
Samsung Electronics said Thursday its second-quarter operating profit reached 89.5 trillion won, up 1,814 percent from a year earlier, with revenue hitting a record 171.5 trillion won.
South Korean chipmakers Samsung and SK Hynix reported combined profits of $59.7 billion for the March 2026 quarter. The figure tops the aggregate earnings of all listed Indian companies in any previous quarter. Strong demand for memory chips tied to artificial intelligence drove the results.
由 AI 报道
Samsung Electronics on July 7 projected a record second-quarter operating profit of 89.4 trillion won on sales of 171 trillion won, driven by strong demand for artificial intelligence chips.
SK hynix Inc. announced plans to raise up to 45.45 trillion won through a stock offering to list its American depositary receipts on the Nasdaq.
由 AI 报道
Nvidia and SK Hynix announced on June 8 that they have entered a multi-year technology partnership to develop next-generation memory technologies for AI factories.
The KOSPI fell 5.81 percent on June 26 as investors took profits following recent AI-driven gains, closing at 8,411.21.
由 AI 报道
Seoul shares opened higher Wednesday after a sharp Tuesday decline in chipmaking stocks.