NUMBER OF THE DAY
This is the record level of chip exports that Korea’s SK Group expects in 2025.
📦 HBM powerhouse: Only USD 38.6 billion this year comes from SK Hynix’s semiconductor business. High-bandwidth memory is the new oil of the AI era, and SK Hynix, alongside Samsung and Micron Technology, is one of the three global suppliers.
💰 Profits are exploding: Earnings have surged so sharply that SK Hynix’s tax payments have increased 45-fold in just nine months. The stock is now the No. 2 on the KOSPI.
Watch: Two of the only three HBM suppliers worldwide are based in South Korea. Without their memory chips, no AI training runs. The export record shows how Korea is becoming an indispensable core of the global AI value chain.
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