HBM falls into the broader category of dynamic random access memory, or DRAM \u2014 a type of semiconductor memory used to store data and program code that can be found in PCs, workstations and servers.<\/p>\n
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SK Hynix said its HBM revenue more than doubled in 2025. This helped it reach a record 97.147 trillion won in revenue for the year, up nearly 50% from 2024. Meanwhile, its annual operating profit reached 47.206 trillion won, more than double the previous year’s.<\/p>\n
“We see SK Hynix as one of the biggest AI winners in Asia, driven by its leadership in HBM and strong overall memory competitiveness,” said Ray Wang, an analyst at SemiAnalysis focused on memory and the AI supply chain.\u00a0<\/p>\n
“Beyond HBM, commodity DRAM will be a critical earnings driver this year, supported by rapidly expanding margins and demand stemming from a structural supply shortage,” he added.\u00a0<\/p>\n
Demand for HBM has far outpaced supply, triggering shortages across the memory sector, including for less advanced memory chips used in consumer electronics and electric vehicles.\u00a0<\/p>\n
As a result of this environment, memory prices have been surging, with shortages expected to last into next year as companies like SK Hynix wait for more capacity expansions to come online.\u00a0<\/p>\n
The company also announced on Wednesday plans to cancel treasury shares worth 12.24 trillion won, a move aimed at boosting shareholder value. The announcement followed a surge in the memory maker’s share price on Tuesday after local media reported<\/a> that it had become the exclusive supplier of advanced memory chips for a new AI processor developed by Microsoft.<\/p>\n SK Hynix will hold an earnings call with investors on Thursday. Samsung, SK Hynix’s leading competitor in the memory market, including HBM, is also set to report earnings the same day.<\/p>\n