Mars Finance News, June 19 — Market analysts generally expect the company’s operating profit in the second quarter of 2026 to be in the range of 60 trillion to 70 trillion Korean won, far higher than the record high of 37.6 trillion Korean won already set in the first quarter. The Q1 financial report released in April shows SK Hynix revenue of 52.58 trillion Korean won and an operating profit of 37.61 trillion Korean won, with an operating profit margin as high as 72%, with both figures setting new quarterly records. Strong demand for and price increases in high-bandwidth memory (HBM) and high-end DRAM are the core drivers behind the performance surge. Company management said that the structural memory shortage brought about by AI infrastructure will last at least three years. Entering the second quarter, expectations of higher memory prices further raise profit outlooks. Analysts expect the contracted prices of DRAM and NAND to rise quarter over quarter by another 50% to more than 70%, and under the high-profit product mix, even a small increase in price has an especially significant leverage effect for SK Hynix. Current market consensus puts the Q2 operating profit midpoint at about 62 trillion to 64 trillion Korean won. Some brokerages, such as Kiwoom Securities, have raised their forecasts to 70 trillion Korean won, while earlier consensus had been around 40 trillion Korean won. This optimistic outlook has already been reflected in the stock price. Since the beginning of this year, SK Hynix’s cumulative gain has exceeded 300%, and by the end of May its market value briefly surpassed 1 trillion (Korean won unit), making it another Asian chip company—after Samsung Electronics—to join the “trillion-dollar club.” By comparison, the market has also raised expectations for Samsung Electronics’ memory business Q2 profit to the 70-trillion Korean-won level, and the industry profit scale contributed by the two Korean giants is rapidly expanding. Although uncertainty remains around geopolitical tensions and the pace of AI capital expenditures, HBM’s technological barriers and a long-term mismatch between supply and demand give SK Hynix a clear advantage in the current memory upcycle. The company’s Q2 financial report is expected to be released in late July, at which point the market will test how fully these aggressive expectations are realized. For investors focused on AI themes, SK Hynix remains one of the most direct beneficiaries currently.

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SK Hynix expects Q2 profits to reach 60-70 trillion Korean won, with AI memory demand driving a new record high

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