SKHY
SK hynix Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for SK hynix Inc.
SK hynix Inc. researches, develops, manufactures, and sells memory semiconductors, including DRAM (server, graphics, mobile, PC, and consumer), NAND flash, SSDs, and multi-chip packages. It is a major supplier of high-bandwidth memory used in AI accelerators and also has foundry activities.
Coverage
CXMT Raised $9.9 Billion in July and Spent Less on Plant Than a Year Earlier
CXMT's H1 report closes the raise our August piece could not: RMB 66.31bn net, 2.25x the ask. Cash plant spend fell 10.5% to a fifth of Micron's rate.
SK hynix Approved ₩54T of Fabs Before a ₩40T Buyback. That Is Not Capacity Discipline.
SK hynix's ₩40T buyback reads as capacity discipline — but its board approved ₩54.3T of fabs on August 7, and that capacity lands in 2028, the bear-case year.
SK hynix Tripled Its Revenue in a Year and Listed on Nasdaq a Month Ago
SK hynix's June quarter revenue was a won equivalent of $52.1B, up 257%, at a 76% operating margin — one month after listing ADSs on Nasdaq at $149.00.
Where the revenue goes next
Latest: $52.06B (2026Q2)
| Period | Value |
|---|---|
| 2025Q1 | $11.58B |
| 2025Q2 | $14.59B |
| 2026Q1 | $34.51B |
| 2026Q2 | $52.06B |
Latest: $8.45 (2026Q2)
| Period | Value |
|---|---|
| 2025Q1 | $0.73 |
| 2025Q2 | $0.63 |
| 2026Q1 | $3.63 |
| 2026Q2 | $8.45 |
Latest: $35.93B (2026Q2)
| Period | Value |
|---|---|
| 2025Q1 | $1.80B |
| 2025Q2 | $3.17B |
| 2026Q1 | $12.26B |
| 2026Q2 | $35.93B |
Latest: 7.12B (2026Q2)
| Period | Value |
|---|---|
| 2025Q1 | 7.11B |
| 2025Q2 | 7.11B |
| 2026Q1 | 7.12B |
| 2026Q2 | 7.12B |
Latest: $53.16B (2026Q2)
| Period | Value |
|---|---|
| 2025Q1 | $1.80B |
| 2025Q2 | $4.97B |
| 2026Q1 | $17.23B |
| 2026Q2 | $53.16B |
Latest earnings
Next report: Oct 28, 2026 (Q3 2026)
Company History
Begins as the semiconductor arm of the Hyundai group, entering DRAM production in the mid-1980s.
Separated from Hyundai after the Asian financial crisis and restructured under creditor control.
SK Telecom takes a controlling stake and the company becomes SK hynix, gaining the balance sheet for sustained capital investment.
Co-develops the first high-bandwidth memory with AMD, a niche product that becomes the core of the AI era a decade later.
Becomes the principal HBM supplier to NVIDIA, converting a commodity position into a scarce, high-margin one.
Sells 177.9 million ADSs at $149.00 in July, adding a US listing to its Seoul quotation during a record memory upcycle.
Key Players
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