Uploaded August 2026 | Updated September 2026, 2 weeks ago
HBM4 has turned memory into the most profitable product in the entire chip industry, and SK Hynix's latest quarter is the proof — record second-quarter revenue of 79.3 trillion won, operating profit of 60.5 trillion won, and a 76% operating margin you almost never see in hardware. Revenue climbed 257% year over year on AI memory demand, and the company began mass shipments of next-generation HBM4 in the quarter with production ramping through the back half of the year.
For anyone sourcing components, the takeaway is that the stacks of memory sitting beside AI GPUs now carry better economics than the accelerators themselves. Expect HBM lead times and pricing to stay tight while every memory maker chases the same margins. If your designs touch AI accelerators in any way, plan your BOM around constrained supply instead of waiting for relief.
⚙️ Sources:
- Record Q2 revenue 79.3T won (up 257% YoY) with 60.5T won operating profit at a 76% margin.
Source: news.skhynix.com/en/q2-2026-business-results
- SK Hynix began HBM4 mass shipments in Q2 and will ramp in the second half.
Source: news.skhynix.com/en/q2-2026-business-results
🖥️ Watch Next:
- The Big 3 Memory Makers Got Sued as RAM Jumps 700%: youtu.be/RlfF1TrWA9Q
- The Memory Market Just Flipped (And Almost Nobody Noticed): youtu.be/GppZM8o1Vvo
- Why 1GB of AI Memory Eats 3GB of Yours: youtu.be/job4GR5SCyU
- AI Is Killing Consumer DRAM Prices — Here's What to Expect: youtu.be/WauOGiHHmZ4
- DRAM & NAND Flash Shortages Explained – What Supplyframe Data Reveals: youtu.be/1A6fLF8PMis
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#hbm4 #supplychain #octopart
HBM4 has turned memory into the most profitable product in the entire chip industry, and SK Hynix's latest quarter is the proof — record second-quarter revenue of 79.3 trillion won, operating profit of 60.5 trillion won, and a 76% operating margin you almost never see in hardware. Revenue climbed 257% year over year on AI memory demand, and the company began mass shipments of next-generation HBM4 in the quarter with production ramping through the back half of the year.
For anyone sourcing components, the takeaway is that the stacks of memory sitting beside AI GPUs now carry better economics than the accelerators themselves. Expect HBM lead times and pricing to stay tight while every memory maker chases the same margins. If your designs touch AI accelerators in any way, plan your BOM around constrained supply instead of waiting for relief.
⚙️ Sources:
- Record Q2 revenue 79.3T won (up 257% YoY) with 60.5T won operating profit at a 76% margin.
Source: news.skhynix.com/en/q2-2026-business-results
- SK Hynix began HBM4 mass shipments in Q2 and will ramp in the second half.
Source: news.skhynix.com/en/q2-2026-business-results
🖥️ Watch Next:
- The Big 3 Memory Makers Got Sued as RAM Jumps 700%: youtu.be/RlfF1TrWA9Q
- The Memory Market Just Flipped (And Almost Nobody Noticed): youtu.be/GppZM8o1Vvo
- Why 1GB of AI Memory Eats 3GB of Yours: youtu.be/job4GR5SCyU
- AI Is Killing Consumer DRAM Prices — Here's What to Expect: youtu.be/WauOGiHHmZ4
- DRAM & NAND Flash Shortages Explained – What Supplyframe Data Reveals: youtu.be/1A6fLF8PMis
✨ Don't Miss Out:
Subscribe to our channel for more electronics, supply chain, and industry content: youtube.com/@Octopart?sub_confirmation=1
⚙️ Browse Octopart for Parts & Tech News: octopart.com
⚙️ TikTok: tiktok.com/@octopart_official
⚙️ Instagram: instagram.com/octopart
#hbm4 #supplychain #octopart
