SK hynix posts record Q2 results as AI memory demand lifts DRAM and NAND pricing

SK hynix said second-quarter 2026 revenue reached 79.3187 trillion won, with operating profit of 60.5426 trillion won and net profit of 93.9226 trillion won, all company highs. The company linked the performance to sustained AI infrastructure spending, stronger sales of high-value memory products, and quarter-over-quarter price gains in both DRAM and NAND flash. Beyond the headline results, the company said it has signed long-term agreements with around 10 customers and expects memory demand to remain structurally strong as AI deployments expand. It also said HBM4 began mass shipments in the second quarter, HBM4E sample shipments were completed in the first half, and additional capacity projects will be phased in to support demand. For NAND, SK hynix said 321-layer products now make up the largest share of production and should reach about half of domestic capacity by year-end. For RamTrend, the key signal is that AI-driven demand is still supporting firmer pricing and aggressive capacity planning in premium memory categories. That does not automatically mean every memory segment will tighten at the same pace, but the company commentary supports a constructive near-term pricing outlook for HBM, AI server DRAM, and related enterprise storage products.