Overview
- SK hynix, which reported record first-quarter results Thursday, posted 52.58 trillion won in revenue and 37.61 trillion won in operating profit as AI memory prices surged.
- The company has begun foundation work at its Indiana advanced-packaging site for AI memory, with mass production targeted for the second half of 2028.
- In Cheongju, construction is starting on the 19 trillion won P&T7 packaging plant to lift output of high‑bandwidth memory, with completion targeted around 2027.
- SK hynix said it has started mass production of a next‑generation memory module for Nvidia’s upcoming Vera Rubin processor, deepening a key supply relationship.
- Executives flagged multi‑year shortages in high‑end memory and raised 2026 investment plans, including EUV tool purchases, because wafer and packaging capacity take several years to build.