SK Hynix Beats Q3 Estimates as Revenue Jumps 328% on AI Memory Demand

受人工智能（AI）基础设施对高带宽内存（HBM）芯片全球强劲需求的推动，韩国半导体制造商SK海力士第三季度财报表现超出分析师预期。在7月至9月期间，该公司实现营收104.62万亿韩元（约合788.6亿美元），同比增长327.9%，高于伦敦证券交易所集团智能预估（LSEG SmartEstimates）测算的98.34万亿韩元。营业利润同比飙升632.1%至83.33万亿韩元，同样超过预期的76.72万亿韩元。作为英伟达（Nvidia）的核心HBM供应商，SK海力士此前已承诺回购40万亿韩元股票并提高股东回报。不过，该公司表示，受市场波动影响，其美国子公司Solidigm已暂停首次公开募股（IPO）及IPO前融资计划。

South Korean semiconductor manufacturer SK Hynix reported third-quarter earnings that surpassed analyst expectations, driven by strong global demand for high-bandwidth memory (HBM) chips used in artificial intelligence infrastructure. For the July-to-September period, revenue reached 104.62 trillion won ($78.86 billion), up 327.9% year over year and topping LSEG SmartEstimates of 98.34 trillion won. Operating profit surged 632.1% year over year to 83.33 trillion won, beating expectations of 76.72 trillion won. SK Hynix, a primary HBM supplier to Nvidia, previously committed to repurchasing 40 trillion won in shares and raising shareholder returns. However, the company noted that its U.S. subsidiary Solidigm paused IPO and pre-IPO fundraising plans due to market volatility.