SK hynix Posts 97.15 Trillion Won Revenue, Allocates USD10bn to US AI Solutions Arm
SK hynix posted record FY2025 results with 97.15 trillion won revenue, 47.21 trillion won operating profit (49% margin) driven by HBM revenue doubling. It declared a 1 trillion won extra dividend (2.1 trillion total), will cancel 15.3 million shares and allocate USD10 billion to establish a US AI solutions arm.
1. SK Hynix Tops Samsung in 2025 Operating Profit
For the first time in its history, SK Hynix reported full-year operating profit of 47.2 trillion won in 2025, surpassing Samsung Electronics’ 43.6 trillion won figure. This milestone underscores SK Hynix’s strategic focus on memory chips, particularly its leadership in high-bandwidth memory (HBM) used in AI servers. While Samsung’s diverse portfolio diluted its gains—its memory division alone generated 24.9 trillion won—SK Hynix’s pure-play memory strategy delivered record margins and enabled the company to capture the lion’s share of Nvidia contracts for HBM3 products.
2. Launch of US-Based AI Solutions Arm
SK Hynix announced plans to spin off its California SSD subsidiary, Solidigm, into a new AI solutions firm tentatively named AI Company. Capitalized with a 10 billion USD commitment, AI Company will integrate SK Group’s AI strategies and partner with leading US innovators to deliver optimized AI datacenter systems. By restructuring Solidigm’s operations into AI Company and a renamed SSD unit, SK Hynix aims to accelerate AI growth engines, leverage its HBM expertise and expand its ecosystem partnerships across North American and Korean markets.
3. Record-Breaking FY25 Financials and Shareholder Returns
SK Hynix achieved 97.1467 trillion won in revenue, 47.2063 trillion won in operating profit (49% margin) and 42.9479 trillion won in net profit (44% margin) for 2025, marking year-on-year increases of 47%, 101% and 117% respectively. Fourth-quarter revenue rose 34% to 32.8267 trillion won, while operating profit jumped 68% to 19.1696 trillion won. Driven by HBM revenue doubling and strong conventional DRAM and NAND contributions, the company announced total dividends of 3,000 won per share (2.1 trillion won aggregate) and a plan to cancel 15.3 million treasury shares, reinforcing its commitment to shareholder value.