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SK hynix (000660) investor relations material
SK hynix Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved record quarterly revenue of KRW 24.45 trillion in Q3 2025, up 10% QoQ and 39% YoY, driven by surging AI infrastructure investments and strong DRAM, HBM, and NAND demand.
Operating profit reached an all-time high of KRW 11.38 trillion, up 24% QoQ and 62% YoY, with a 47% operating margin, surpassing KRW 10 trillion for the first time.
Net income was KRW 12.60 trillion, up 80% QoQ and 119% YoY, with a net profit margin of 52%.
AI-driven demand is fundamentally shifting the memory market, with HBM, DRAM, and NAND all benefiting.
Shipments of high-capacity DDR5 more than doubled sequentially, supporting growth.
Financial highlights
DRAM bit shipments rose by high single digits QoQ, exceeding guidance, with strong growth in HBM3E and DDR5 for AI servers.
DRAM ASP increased by high single digits QoQ; NAND bit shipments fell by mid single digits QoQ, but enterprise SSD shipments grew by double digits.
NAND ASP rose by low-teen percent QoQ, supported by price recovery and higher enterprise SSD mix.
EBITDA was KRW 14.95 trillion, with an EBITDA margin of 61%.
Cash and cash equivalents at quarter-end were KRW 27.9 trillion, up KRW 10.9 trillion QoQ; net cash position of KRW 3.8 trillion.
Outlook and guidance
DRAM and NAND demand growth expected to rise from high teens this year to over 20% next year, with HBM4 shipments to start in Q4 2025 and expand in 2026.
Full customer demand for all DRAM and NAND production secured for next year; capacity essentially sold out.
CapEx in 2026 will increase to support AI-driven demand and technology migration.
HBM4 full-scale sales expansion plan?
Impact of AI inference on broader memory demand?
How will capacity expand to meet secured demand?
HBM4E custom development impact on strategy?
NAND demand structural shift rationale?
CapEx increase extent for 2026?
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Q4 202521 Jan, 2026
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Frequently asked questions
SK hynix Inc. is a South Korean company that specializes in the manufacturing and distribution of semiconductor products, including dynamic random-access memory (DRAM) chips, flash memory chips (NAND), and CMOS image sensors (CIS). SK hynix's products cater to a broad range of applications, from computing and mobile devices to server, automotive, and consumer electronics, underscoring its pivotal role in the global technology supply chain. The company is committed to innovation and technological advancement, focusing on the development of high-performance, high-density memory solutions. SK hynix Inc. is headquartered in Icheon, South Korea, and its shares are listed on the Korea Exchange.
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