(Bloomberg) – SK Hynix Inc. (000660.K) warned against increased volatility in the second half of 2025 despite the resilient demand for AI memory of the great technology suppliers, reflecting uncertainty surrounding American prices.
Most of Bloomberg
The Korean company reported a leap of 158% better than the trimester operating income, propelled in part by storing before Trump’s prices. SK Hynix remained with a forecast for a doubling of the demand for the memory of the high bandwidth essential to Nvidia Corp. (Nvda) ACCAPERATORS AI, which in turn conduct giant data centers built by Microsoft Corp. (Msft) and Amazon.com Inc. (Amzn).
The fact that SK Hynix maintains its directives on the growth of HBM expeditions is encouraging, said Sanjeev Rana, analyst at Clsa Securities Korea. “The key question in everyone’s mind is:” How do the prices have an impact on technological demand in the last part of the year? “”
Companies around the world are preparing for American prices and export limits for AI fleas, as well as Chinese restrictions on rare metals, to trigger slowdowns. Microsoft has removed projects from data centers worldwide, while analysts have said that Amazon stops certain types of data center leases.
These fears have slowed down the dynamics of SK Hynix actions, with its shares only 3% this year. The company’s share price fell 1.7% Thursday afternoon in Seoul, in accordance with the wider market.
It is difficult to assess the impact of American prices at this stage, the financial director Kim Woo-Hyun told analysts at a conference on the results.
“With the expansion of protectionist policies such as pricing regulations and export restrictions, it has become more difficult than ever to predict future market conditions,” he said.
While American customers represent around 60% of the company’s income, the percentage of direct exports to the United States is “not so high”, with memory shipments for American customers who often go to places outside the United States, he said.
At the end: 15:30:04 GMT + 9
For the March quarter, SK Hynix declared a better than expected operating profit of 7.44 Billions of Wons ($ 5.2 billion) on an increase of 42% of income. Customers requesting accelerated shipping of advanced fleas as well as the memory used in PCs and smartphones helped the company invite its second highest quarterly performances, on the heels of record income and operating profit during the previous quarter.