{"id":6013,"date":"2026-07-29T07:49:12","date_gmt":"2026-07-28T22:49:12","guid":{"rendered":"https:\/\/news.skhynix.com\/cn\/?p=6013"},"modified":"2026-07-29T15:09:42","modified_gmt":"2026-07-29T06:09:42","slug":"q2-2026-business-results","status":"publish","type":"post","link":"https:\/\/news.skhynix.com\/cn\/q2-2026-business-results\/","title":{"rendered":"SK\u6d77\u529b\u58eb\u53d1\u5e032026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u52a1\u62a5\u544a"},"content":{"rendered":"
\u25aa \u8425\u4e1a\u6536\u5165\u4e3a79.3187\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a60.5426\u4e07\u4ebf\u97e9\u5143\uff0c\u51c0\u5229\u6da6\u4e3a93.9226\u4e07\u4ebf\u97e9\u5143
\n\u25aa AI\u9700\u6c42\u6301\u7eed\u5f3a\u52b2\uff0c\u9ad8\u9644\u52a0\u503c\u4ea7\u54c1\u9500\u552e\u6269\u5927\uff0c\u521b\u4e0b\u5355\u5b63\u5386\u53f2\u6700\u4f73\u4e1a\u7ee9\uff0c\u4e0a\u534a\u5e74\u7d2f\u8ba1\u8425\u6536\u9996\u6b21\u7a81\u7834100\u4e07\u4ebf\u97e9\u5143
\n\u25aa \u6b63\u4e0e\u5305\u62ec\u6838\u5fc3\u5ba2\u6237\u5728\u5185\u7684\u5341\u4f59\u5bb6\u5ba2\u6237\u6d3d\u8c08\u957f\u671f\u4f9b\u5e94\u534f\u8bae\uff0c\u4ee5\u591a\u5e74\u5408\u7ea6\u4e0e\u6280\u672f\u521b\u65b0\u5e94\u5bf9\u7ed3\u6784\u6027\u589e\u957f\u9700\u6c42
\n\u25aa HBM4\u5df2\u8fbe\u6210\u5ba2\u6237\u6240\u9700\u8fd0\u884c\u901f\u5ea6\u3001\u4e1a\u754c\u6700\u9ad8\u80fd\u6548\u4e0e\u6210\u672c\u4f18\u52bf\uff0c\u5f70\u663e\u5176\u5dee\u5f02\u5316\u7684\u6280\u672f\u7ade\u4e89\u529b
\n\u25aa \u5c06\u79ef\u6781\u628a\u63e1\u4e2d\u957f\u671f\u589e\u957f\u673a\u9047\uff0c\u575a\u6301\u8bbe\u5907\u6295\u8d44\u539f\u5219\uff0c\u5b9e\u73b0\u4ea7\u80fd\u6269\u5f20\u4e0e\u8d22\u52a1\u7a33\u5065\u7684\u534f\u540c\u53d1\u5c55
\n<\/strong><\/div>\n

\u97e9\u56fd\u9996\u5c14\uff0c2026\u5e747\u670829\u65e5 \u2013 SK\u6d77\u529b\u58eb\uff08\u7b80\u79f0\u2018\u516c\u53f8\u2019\uff0chttps:\/\/www.skhynix.com<\/a>\uff09\u4eca\u65e5\u53d1\u5e03\u622a\u81f32026\u5e746\u670830\u65e5\u76842026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u52a1\u62a5\u544a\u3002\u516c\u53f82026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u4e1a\u6536\u5165\u4e3a79.3187\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a60.5426\u4e07\u4ebf\u97e9\u5143\uff0c\u51c0\u5229\u6da6\u4e3a93.9226\u4e07\u4ebf\u97e9\u5143\u30022026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u7387\u4e3a76%\uff0c\u51c0\u5229\u6da6\u7387\u4e3a118%\u3002(K-IFRS\u4e3a\u51c6)<\/p>\n

\u5728AI\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u6301\u7eed\u6269\u5927\u3001\u5e02\u573a\u9700\u6c42\u4fdd\u6301\u5f3a\u52b2\u7684\u80cc\u666f\u4e0b\uff0c\u9762\u5411AI\u670d\u52a1\u5668\u7684\u9ad8\u6027\u80fd\u4ea7\u54c1\u63a8\u52a8\u4ef7\u683c\u8fdb\u4e00\u6b65\u4e0a\u6da8\uff0c\u516c\u53f8\u4e1a\u7ee9\u518d\u5ea6\u5237\u65b0\u4e0a\u4e00\u5b63\u5ea6\u521b\u4e0b\u7684\u5386\u53f2\u6700\u9ad8\u7eaa\u5f55\u3002\u7531\u6b64\uff0c\u4e0a\u534a\u5e74\u7d2f\u8ba1\u8425\u6536\u9996\u6b21\u7a81\u7834100\u4e07\u4ebf\u97e9\u5143\u3002\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u8425\u6536\u548c\u8425\u4e1a\u5229\u6da6\u5206\u522b\u589e\u957f257%\u548c557%\u3002<\/p>\n

*<\/span> \u6ce8\uff1a2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u9500\u552e\u989d\u4e3a22.2320\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a9.2129\u4e07\u4ebf\u97e9\u5143
\n*<\/span> \u6ce8\uff1a2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u9500\u552e\u989d\u4e3a52.5763\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a37.6103\u4e07\u4ebf\u97e9\u5143<\/p>\n

SK\u6d77\u529b\u58eb\u8868\u793a\uff1a\u201cDRAM\u548cNAND\u95ea\u5b58\u4ef7\u683c\u5ef6\u7eed\u4e0a\u5b63\u5ea6\u6da8\u52bf\uff0c\u5747\u5b9e\u73b0\u5927\u5e45\u63d0\u5347\u3002\u516c\u53f8\u901a\u8fc7\u6269\u5927\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff08HBM\uff09\u3001\u9762\u5411AI\u670d\u52a1\u5668\u7684DRAM\u4ee5\u53ca\u4f01\u4e1a\u7ea7\u56fa\u6001\u786c\u76d8\uff08eSSD\uff09\u7b49\u9ad8\u9644\u52a0\u503c\u4ea7\u54c1\u7684\u9500\u552e\uff0c\u5b9e\u73b0\u5386\u53f2\u6700\u4f73\u76c8\u5229\u6c34\u5e73\u3002\u201d<\/p>\n

\u53d7\u6b64\u4f18\u5f02\u4e1a\u7ee9\u63a8\u52a8\uff0c\u622a\u81f3\u7b2c\u4e8c\u5b63\u5ea6\u672b\uff0c\u516c\u53f8\u73b0\u91d1\u53ca\u73b0\u91d1\u7b49\u4ef7\u7269\u73af\u6bd4\u589e\u52a033.6\u4e07\u4ebf\u97e9\u5143\uff0c\u8fbe\u523088\u4e07\u4ebf\u97e9\u5143\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u501f\u6b3e\u989d\u51cf\u5c110.7\u4e07\u4ebf\u97e9\u5143\uff0c\u964d\u81f318.6\u4e07\u4ebf\u97e9\u5143\uff0c\u5b9e\u73b0\u4e8669.4\u4e07\u4ebf\u97e9\u5143\u7684\u51c0\u73b0\u91d1\u5934\u5bf8\u3002SK\u6d77\u529b\u58eb\u8bc4\u4ef7\u6307\u51fa\uff0c\u516c\u53f8\u51ed\u501f\u521b\u7eaa\u5f55\u7684\u5229\u6da6\u589e\u957f\u4e0e\u73b0\u91d1\u521b\u9020\u80fd\u529b\uff0c\u8d22\u52a1\u5b9e\u529b\u663e\u8457\u589e\u5f3a\u3002<\/p>\n

SK\u6d77\u529b\u58eb\u8868\u793a\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u6b63\u52a0\u901f\u5411\u81ea\u4e3b\u6267\u884c\u590d\u6742\u4efb\u52a1\u7684\u4ee3\u7406\u5f0f\u4eba\u5de5\u667a\u80fd\uff08Agentic AI\uff09\u6f14\u8fdb\uff0c\u5e76\u5728\u5404\u7c7b\u670d\u52a1\u4e2d\u52a0\u901f\u666e\u53ca\uff0c\u5b58\u50a8\u5668\u9700\u6c42\u57fa\u7840\u6b63\u5728\u8fdb\u4e00\u6b65\u6269\u5927\u3002\u516c\u53f8\u5206\u6790\u8ba4\u4e3a\uff0c\u7531\u6b64\u6b63\u5f62\u6210\u9762\u5411AI\u7684\u5b58\u50a8\u5668\u4e0e\u901a\u7528\u5b58\u50a8\u5668\u9700\u6c42\u540c\u6b65\u589e\u957f\u7684\u7ed3\u6784\u6027\u53d8\u5316\u3002<\/p>\n

\u968f\u7740\u5934\u90e8\u79d1\u6280\u516c\u53f8\u4e0d\u65ad\u6269\u5927AI\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\uff0c\u5b58\u50a8\u5668\u8ffd\u52a0\u9700\u6c42\u4e5f\u6301\u7eed\u6d8c\u73b0\u3002\u516c\u53f8\u9884\u6d4b\uff0c\u6b64\u7c7b\u6295\u8d44\u662f\u57fa\u4e8eAI\u670d\u52a1\u6240\u521b\u9020\u7684\u6536\u76ca\uff0c\u56e0\u6b64\u5b58\u50a8\u5668\u9700\u6c42\u589e\u957f\u8d8b\u52bf\u6709\u671b\u6301\u7eed\u3002<\/p>\n

\u57fa\u4e8e\u4e0a\u8ff0\u9700\u6c42\u524d\u666f\uff0cSK\u6d77\u529b\u58eb\u6b63\u4e0e\u5ba2\u6237\u63a8\u8fdb\u591a\u5e74\u671f\u5408\u7ea6\uff0c\u4ee5\u4fdd\u969c\u4e2d\u957f\u671f\u4f9b\u5e94\u7a33\u5b9a\u3002\u76ee\u524d\u516c\u53f8\u5df2\u4e0e\u5305\u62ec\u6838\u5fc3\u5ba2\u6237\u5728\u5185\u7684\u5341\u4f59\u5bb6\u5ba2\u6237\u7ed3\u675f\u8ba8\u8bba\u957f\u671f\u4f9b\u5e94\u534f\u8bae\uff08LTA\uff0cLong Term Agreement\uff09\uff0c\u5e76\u6b63\u4e0e\u4e1a\u5185\u4e3b\u8981\u5ba2\u6237\u8fdb\u4e00\u6b65\u5c55\u5f00\u6d3d\u8c08\u3002\u6b64\u4e3e\u5c06\u663e\u8457\u63d0\u5347\u516c\u53f8\u8fd0\u8425\u6548\u7387\uff0c\u5e76\u6301\u7eed\u592f\u5b9e\u4e2d\u957f\u671f\u4e1a\u52a1\u7a33\u5b9a\u6027\u4e0e\u53ef\u6301\u7eed\u589e\u957f\u57fa\u7840\u3002<\/p>\n

\u968f\u7740AI\u6a21\u578b\u4e0d\u65ad\u5347\u7ea7\uff0c\u5b58\u50a8\u5668\u9886\u57df\u7684\u7ade\u4e89\u5df2\u4e0d\u518d\u5c40\u9650\u4e8e\u82af\u7247\u6027\u80fd\u672c\u8eab\uff0c\u800c\u662f\u6269\u5c55\u81f3\u7cfb\u7edf\u67b6\u6784\u548c\u5c01\u88c5\u6280\u672f\u3002\u5bf9\u6b64\uff0cSK\u6d77\u529b\u58eb\u8ba1\u5212\u4f9d\u6258\u4e30\u5bcc\u7684\u4ea7\u54c1\u7ec4\u5408\uff0c\u4ee5\u53ca\u4e0e\u5ba2\u6237\u7684\u5171\u540c\u5f00\u53d1\u80fd\u529b\uff0c\u5f15\u9886\u7cfb\u7edf\u7ea7\u5b58\u50a8\u5668\u6280\u672f\u521b\u65b0\u3002<\/p>\n

\u5728HBM4\u65b9\u9762\uff0c\u516c\u53f8\u5728\u6ee1\u8db3\u5ba2\u6237\u5bf9\u901f\u5ea6\u4e25\u82db\u8981\u6c42\u7684\u540c\u65f6\uff0c\u5b9e\u73b0\u4e86\u4e1a\u754c\u6700\u9ad8\u80fd\u6548\u4e0e\u6210\u672c\u4f18\u52bf\uff0c\u5f70\u663e\u4e86\u5176\u5dee\u5f02\u5316\u7684\u6280\u672f\u7ade\u4e89\u529b\u3002HBM4\u5df2\u4e8e\u7b2c\u4e8c\u5b63\u5ea6\u91cf\u4ea7\u51fa\u8d27\uff0c\u5e76\u5c06\u4e8e\u4e0b\u534a\u5e74\u6269\u5927\u751f\u4ea7\u3002HBM4E\u6837\u54c1\u4e0a\u534a\u5e74\u5df2\u4ea4\u4ed8\uff0c\u5176\u91c7\u7528\u4e86\u517c\u5177\u6280\u672f\u6210\u719f\u5ea6\u4e0e\u91cf\u4ea7\u7a33\u5b9a\u6027\u7684\u6700\u4f18\u5236\u7a0b\u5de5\u827a\u3002<\/p>\n

SK\u6d77\u529b\u58eb\u5c06\u5728HBM\u9886\u57df\uff0c\u51ed\u501f\u9ad8\u8d28\u91cf\u3001\u9ad8\u826f\u7387\u6240\u652f\u6491\u7684\u7a33\u5b9a\u4f9b\u5e94\u80fd\u529b\u3001\u6210\u672c\u7ade\u4e89\u529b\u4ee5\u53ca\u4e1a\u754c\u6700\u9ad8\u6027\u80fd\u7b49\u7efc\u5408\u4f18\u52bf\uff0c\u6301\u7eed\u5de9\u56fa\u516c\u53f8\u7684\u9886\u5148\u5730\u4f4d\u3002<\/p>\n

\u6b64\u5916\uff0cSOCAMM2\u9500\u552e\u5728\u7b2c\u4e8c\u5b63\u5ea6\u5927\u5e45\u589e\u957f\uff0c\u91c7\u7528\u7b2c\u516d\u4ee310\u7eb3\u7c73\u7ea7\uff081c\uff09\u5de5\u827a\u7684\u4ea7\u54c1\u5df2\u6b63\u5f0f\u4f9b\u8d27\u3002<\/p>\n

\u5728NAND\u95ea\u5b58\u9886\u57df\uff0c\u516c\u53f8\u5c06\u52a0\u901f\u5148\u8fdb\u5236\u7a0b\u5de5\u827a\u8f6c\u6362\uff0c\u805a\u7126\u9ad8\u5bb9\u91cf\u3001\u9ad8\u6027\u80fd\u4ea7\u54c1\u5e03\u5c40\u3002\u5f53\u524d\uff0c321\u5c42\u4ea7\u54c1\u5df2\u6210\u4e3aNAND\u6574\u4f53\u4ea7\u91cf\u4e2d\u5360\u6bd4\u6700\u9ad8\u7684\u4ea7\u54c1\uff0c\u516c\u53f8\u8ba1\u5212\u4e8e\u4eca\u5e74\u5e74\u5e95\uff0c\u5c06\u5176\u5728\u97e9\u56fd\u672c\u571f\u4ea7\u80fd\u5360\u6bd4\u63d0\u5347\u81f3\u7ea650%\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0cSK\u6d77\u529b\u58eb\u8ba4\u4e3a\uff0c\u5728\u5ba2\u6237\u9700\u6c42\u6301\u7eed\u8d85\u8fc7\u4f9b\u7ed9\u7684\u80cc\u666f\u4e0b\uff0c\u80fd\u5426\u53ca\u65f6\u6ee1\u8db3\u5ba2\u6237\u6570\u91cf\u9700\u6c42\uff0c\u5df2\u6210\u4e3a\u6838\u5fc3\u7ade\u4e89\u4f18\u52bf\u3002<\/p>\n

\u4e3a\u6b64\uff0c\u516c\u53f8\u6b63\u63d0\u524d\u63a8\u8fdb\u97e9\u56fd\u6e05\u5ddeM15X\u7684\u91cf\u4ea7\u8fdb\u7a0b\uff0c\u540c\u65f6\u4e5f\u5728\u4e3a2027\u5e74\u521d\u9f99\u4ec1\u96c6\u7fa4\u9996\u5ea7\u5de5\u5382\u65e0\u5c18\u5ba4\u542f\u7528\u540e\u5feb\u901f\u6269\u4ea7\u5c55\u5f00\u76f8\u5e94\u6295\u8d44\u3002\u8fd1\u671f\u516c\u5e03\u7684\u5148\u8fdb\u5c01\u88c5\u5de5\u5382P&T7\u3001NAND\u95ea\u5b58\u751f\u4ea7\u57fa\u5730M17\uff0c\u4ee5\u53ca\u65b0\u5efa\u534a\u5bfc\u4f53\u96c6\u7fa4\u7b49\u4e2d\u957f\u671f\u6295\u8d44\u9879\u76ee\uff0c\u516c\u53f8\u4e5f\u5c06\u4f9d\u636e\u5ba2\u6237\u9700\u6c42\u4e0e\u6295\u8d44\u6548\u7387\u7b49\u5206\u9636\u6bb5\u6709\u5e8f\u5b9e\u65bd\u3002<\/p>\n

\u6b64\u5916\uff0cSK\u6d77\u529b\u58eb\u5f3a\u8c03\uff0c\u5c06\u5728\u79ef\u6781\u628a\u63e1\u4e2d\u957f\u671f\u589e\u957f\u673a\u9047\u7684\u540c\u65f6\uff0c\u575a\u6301\u8bbe\u5907\u6295\u8d44\u539f\u5219\uff08CapEx Discipline\uff09\uff0c\u5b9e\u73b0\u4ea7\u80fd\u6269\u5f20\u4e0e\u8d22\u52a1\u7a33\u5065\u7684\u534f\u540c\u53d1\u5c55<\/p>\n

\u25a0 2026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u52a1\u62a5\u8868<\/strong><\/p>\n\n\n\n
\u4ee5\u5408\u5e76\u62a5\u8868\u4e3a\u51c6<\/td>\n\u5355\u4f4d\uff1a\u4ebf\u97e9\u5143<\/span><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n\n\n
\n

<\/h4>\n<\/th>\n

\n

2026\u8d22\u5e74<\/span><\/span><\/span><\/strong><\/h4>\n

\u7b2c\u4e8c\u5b63\u5ea6<\/span><\/span><\/strong><\/h4>\n<\/th>\n

\n

2<\/span><\/span><\/span><\/strong>026\u8d22\u5e74<\/span><\/span><\/span><\/strong><\/h4>\n

\u7b2c\u4e00\u5b63\u5ea6<\/span><\/span><\/strong><\/h4>\n<\/th>\n

\n

\u73af\u6bd4 (QoQ)<\/span><\/span><\/span><\/strong><\/a><\/h4>\n<\/th>\n

\n

2025\u8d22\u5e74<\/span><\/span><\/span><\/strong><\/h4>\n

\u7b2c\u4e8c\u5b63\u5ea6<\/span><\/span><\/strong><\/h4>\n<\/th>\n

\n

\u540c\u6bd4 (YoY)<\/span><\/span><\/span><\/strong><\/a><\/h4>\n<\/th>\n<\/tr>\n

\n

\u8425\u6536<\/span><\/span><\/strong><\/h4>\n<\/td>\n

\n

793,187<\/h4>\n<\/td>\n

\n

525,763<\/h4>\n<\/td>\n

\n

51%<\/h4>\n<\/td>\n

\n

222,320<\/h4>\n<\/td>\n

\n

257%<\/h4>\n<\/td>\n<\/tr>\n

\n

\u8425\u4e1a\u5229\u6da6<\/span><\/span><\/strong><\/h4>\n<\/td>\n

\n

605,426<\/h4>\n<\/td>\n

\n

376,103<\/h4>\n<\/td>\n

\n

61%<\/h4>\n<\/td>\n

\n

92,129<\/h4>\n<\/td>\n

\n

557%<\/h4>\n<\/td>\n<\/tr>\n

\n

\u8425\u4e1a\u5229\u6da6\u7387<\/span><\/span><\/span><\/strong><\/h4>\n<\/td>\n

\n

76%<\/h4>\n<\/td>\n

\n

72%<\/h4>\n<\/td>\n

\n

4%P<\/span><\/span><\/h4>\n<\/td>\n

\n

41%<\/h4>\n<\/td>\n

\n

35%P<\/h4>\n<\/td>\n<\/tr>\n

\n

\u51c0\u5229\u6da6<\/span><\/span><\/span><\/strong><\/h4>\n<\/td>\n

\n

939,226<\/h4>\n<\/td>\n

\n

403,459<\/h4>\n<\/td>\n

\n

133%<\/h4>\n<\/td>\n

\n

69,962<\/h4>\n<\/td>\n

\n

1,242%<\/h4>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u203b \u672c\u62a5\u544a\u6839\u636eK-IFRS\uff08\u97e9\u56fd\u4f1a\u8ba1\u51c6\u5219\uff09\u7f16\u5236
\n\u203b \u672c\u62a5\u544a\u5185\u5bb9\u5c1a\u672a\u901a\u8fc7\u5916\u90e8\u5ba1\u8ba1\u4eba\u7684\u4f1a\u8ba1\u5ba1\u67e5\uff0c\u5728\u4f1a\u8ba1\u5ba1\u67e5\u8fc7\u7a0b\u4e2d\u53ef\u80fd\u4f1a\u53d1\u751f\u53d8\u5316<\/p>\n

Disclaimer<\/strong>
\nThis material has been prepared by the Company for informational purposes only, and the information contained herein has not undergone any separate, independent verification process. No representations or warranties are made regarding the fairness, accuracy, or completeness of the information contained in this material, and such information should not be relied upon. Neither the Company nor its employees bear any civil, criminal, or administrative liability for any damages arising from this material or from its use.
\nReview of the FY2026 Q2 financial results has not been finalized. Figures in this earnings release are subject to changes during the independent auditing process.
\nAll financial information contained in this document is based on consolidated K-IFRS.
\nThis material contains forward-looking statements, which involve risks and uncertainties. These statements are generally identified words such as \u201cmay,\u201d \u201cwill,\u201d \u201cintend,\u201d \u201cshould,\u201d \u201cbelieve,\u201d \u201cexpect,\u201d \u201canticipate,\u201d \u201cproject,\u201d \u201cestimate\u201d and similar expressions, or the negative of such expressions. Forward-looking statements are not guarantees of future performance and are subject to inherent risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. SK hynix undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.
\nThis material does not constitute a solicitation for the acquisition or purchase of securities, and no part of this material should serve as the basis for any contract, agreement, or investment decision, nor should it be relied upon in connection therewith.<\/p>\n

\u5173\u4e8eSK\u6d77\u529b\u58eb<\/strong>
\nSK\u6d77\u529b\u58eb\u603b\u90e8\u4f4d\u4e8e\u97e9\u56fd\uff0c\u662f\u4e00\u5bb6\u5168\u7403\u9886\u5148\u7684\u534a\u5bfc\u4f53\u4f9b\u5e94\u5546\uff0c\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9bDRAM\uff08\u52a8\u6001\u968f\u673a\u5b58\u53d6\u5b58\u50a8\u5668\uff09\u548cNAND Flash\uff08NAND\u5feb\u95ea\u5b58\u50a8\u5668\uff09\u7b49\u534a\u5bfc\u4f53\u4ea7\u54c1\u3002\u516c\u53f8\u4e8e\u97e9\u56fd\u8bc1\u5238\u4ea4\u6613\u6240\u4e0a\u5e02\uff0c\u5176\u5168\u7403\u6258\u5b58\u80a1\u4efd\u4e8e\u5362\u68ee\u5821\u8bc1\u5238\u4ea4\u6613\u6240\u4e0a\u5e02\u3002
\n\u82e5\u60f3\u4e86\u89e3\u66f4\u591a\uff0c\u8bf7\u70b9\u51fb\u516c\u53f8\u7f51\u7ad9 www.skhynix.com<\/a>\uff0c news.skhynix.com.cn<\/a>\u3002<\/p>\n

\u5a92\u4f53\u5173\u7cfb\u8054\u7cfb\u4eba(Media Contact)<\/strong>
\nSK hynix Inc.
\nGlobal Public Relations<\/p>\n

Technical Leader<\/em>
\n\u91d1\u91cc\u5a1c\uff08Lina Kim\uff09\uff0c\u5c39\u67f1\u73c9\uff08Jumin Yoon\uff09
\nE-Mail: global_pr@skhynix.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u25aa \u8425\u4e1a\u6536\u5165\u4e3a79.3187\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a60.5426\u4e07\u4ebf\u97e9\u5143\uff0c\u51c0\u5229\u6da6\u4e3a93.9226\u4e07\u4ebf\u97e9\u5143 \u25aa AI\u9700\u6c42\u6301\u7eed\u5f3a\u52b2\uff0c\u9ad8\u9644\u52a0\u503c\u4ea7\u54c1\u9500\u552e\u6269\u5927\uff0c\u521b\u4e0b\u5355\u5b63\u5386\u53f2\u6700\u4f73\u4e1a\u7ee9\uff0c\u4e0a\u534a\u5e74\u7d2f\u8ba1\u8425\u6536\u9996\u6b21\u7a81\u7834100\u4e07\u4ebf\u97e9\u5143 \u25aa \u6b63\u4e0e\u5305\u62ec\u6838\u5fc3\u5ba2\u6237\u5728\u5185\u7684\u5341\u4f59\u5bb6\u5ba2\u6237\u6d3d\u8c08\u957f\u671f\u4f9b\u5e94\u534f\u8bae\uff0c\u4ee5\u591a\u5e74\u5408\u7ea6\u4e0e\u6280\u672f\u521b\u65b0\u5e94\u5bf9\u7ed3\u6784\u6027\u589e\u957f\u9700\u6c42 \u25aa HBM4\u5df2\u8fbe\u6210\u5ba2\u6237\u6240\u9700\u8fd0\u884c\u901f\u5ea6\u3001\u4e1a\u754c\u6700\u9ad8\u80fd\u6548\u4e0e\u6210\u672c\u4f18\u52bf\uff0c\u5f70\u663e\u5176\u5dee\u5f02\u5316\u7684\u6280\u672f\u7ade\u4e89\u529b \u25aa \u5c06\u79ef\u6781\u628a\u63e1\u4e2d\u957f\u671f\u589e\u957f\u673a\u9047\uff0c\u575a\u6301\u8bbe\u5907\u6295\u8d44\u539f\u5219\uff0c\u5b9e\u73b0\u4ea7\u80fd\u6269\u5f20\u4e0e\u8d22\u52a1\u7a33\u5065\u7684\u534f\u540c\u53d1\u5c55 \u97e9\u56fd\u9996\u5c14\uff0c2026\u5e747\u670829\u65e5 \u2013 SK\u6d77\u529b\u58eb\uff08\u7b80\u79f0\u2018\u516c\u53f8\u2019\uff0chttps:\/\/www.skhynix.com\uff09\u4eca\u65e5\u53d1\u5e03\u622a\u81f32026\u5e746\u670830\u65e5\u76842026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u52a1\u62a5\u544a\u3002\u516c\u53f82026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u4e1a\u6536\u5165\u4e3a79.3187\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a60.5426\u4e07\u4ebf\u97e9\u5143\uff0c\u51c0\u5229\u6da6\u4e3a93.9226\u4e07\u4ebf\u97e9\u5143\u30022026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u7387\u4e3a76%\uff0c\u51c0\u5229\u6da6\u7387\u4e3a118%\u3002(K-IFRS\u4e3a\u51c6) \u5728AI\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u6301\u7eed\u6269\u5927\u3001\u5e02\u573a\u9700\u6c42\u4fdd\u6301\u5f3a\u52b2\u7684\u80cc\u666f\u4e0b\uff0c\u9762\u5411AI\u670d\u52a1\u5668\u7684\u9ad8\u6027\u80fd\u4ea7\u54c1\u63a8\u52a8\u4ef7\u683c\u8fdb\u4e00\u6b65\u4e0a\u6da8\uff0c\u516c\u53f8\u4e1a\u7ee9\u518d\u5ea6\u5237\u65b0\u4e0a\u4e00\u5b63\u5ea6\u521b\u4e0b\u7684\u5386\u53f2\u6700\u9ad8\u7eaa\u5f55\u3002\u7531\u6b64\uff0c\u4e0a\u534a\u5e74\u7d2f\u8ba1\u8425\u6536\u9996\u6b21\u7a81\u7834100\u4e07\u4ebf\u97e9\u5143\u3002\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u8425\u6536\u548c\u8425\u4e1a\u5229\u6da6\u5206\u522b\u589e\u957f257%\u548c557%\u3002 * \u6ce8\uff1a2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u9500\u552e\u989d\u4e3a22.2320\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a9.2129\u4e07\u4ebf\u97e9\u5143 * \u6ce8\uff1a2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u9500\u552e\u989d\u4e3a52.5763\u4e07\u4ebf\u97e9\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u4e3a37.6103\u4e07\u4ebf\u97e9\u5143 SK\u6d77\u529b\u58eb\u8868\u793a\uff1a\u201cDRAM\u548cNAND\u95ea\u5b58\u4ef7\u683c\u5ef6\u7eed\u4e0a\u5b63\u5ea6\u6da8\u52bf\uff0c\u5747\u5b9e\u73b0\u5927\u5e45\u63d0\u5347\u3002\u516c\u53f8\u901a\u8fc7\u6269\u5927\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff08HBM\uff09\u3001\u9762\u5411AI\u670d\u52a1\u5668\u7684DRAM\u4ee5\u53ca\u4f01\u4e1a\u7ea7\u56fa\u6001\u786c\u76d8\uff08eSSD\uff09\u7b49\u9ad8\u9644\u52a0\u503c\u4ea7\u54c1\u7684\u9500\u552e\uff0c\u5b9e\u73b0\u5386\u53f2\u6700\u4f73\u76c8\u5229\u6c34\u5e73\u3002\u201d \u53d7\u6b64\u4f18\u5f02\u4e1a\u7ee9\u63a8\u52a8\uff0c\u622a\u81f3\u7b2c\u4e8c\u5b63\u5ea6\u672b\uff0c\u516c\u53f8\u73b0\u91d1\u53ca\u73b0\u91d1\u7b49\u4ef7\u7269\u73af\u6bd4\u589e\u52a033.6\u4e07\u4ebf\u97e9\u5143\uff0c\u8fbe\u523088\u4e07\u4ebf\u97e9\u5143\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u501f\u6b3e\u989d\u51cf\u5c110.7\u4e07\u4ebf\u97e9\u5143\uff0c\u964d\u81f318.6\u4e07\u4ebf\u97e9\u5143\uff0c\u5b9e\u73b0\u4e8669.4\u4e07\u4ebf\u97e9\u5143\u7684\u51c0\u73b0\u91d1\u5934\u5bf8\u3002SK\u6d77\u529b\u58eb\u8bc4\u4ef7\u6307\u51fa\uff0c\u516c\u53f8\u51ed\u501f\u521b\u7eaa\u5f55\u7684\u5229\u6da6\u589e\u957f\u4e0e\u73b0\u91d1\u521b\u9020\u80fd\u529b\uff0c\u8d22\u52a1\u5b9e\u529b\u663e\u8457\u589e\u5f3a\u3002 SK\u6d77\u529b\u58eb\u8868\u793a\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u6b63\u52a0\u901f\u5411\u81ea\u4e3b\u6267\u884c\u590d\u6742\u4efb\u52a1\u7684\u4ee3\u7406\u5f0f\u4eba\u5de5\u667a\u80fd\uff08Agentic AI\uff09\u6f14\u8fdb\uff0c\u5e76\u5728\u5404\u7c7b\u670d\u52a1\u4e2d\u52a0\u901f\u666e\u53ca\uff0c\u5b58\u50a8\u5668\u9700\u6c42\u57fa\u7840\u6b63\u5728\u8fdb\u4e00\u6b65\u6269\u5927\u3002\u516c\u53f8\u5206\u6790\u8ba4\u4e3a\uff0c\u7531\u6b64\u6b63\u5f62\u6210\u9762\u5411AI\u7684\u5b58\u50a8\u5668\u4e0e\u901a\u7528\u5b58\u50a8\u5668\u9700\u6c42\u540c\u6b65\u589e\u957f\u7684\u7ed3\u6784\u6027\u53d8\u5316\u3002 \u968f\u7740\u5934\u90e8\u79d1\u6280\u516c\u53f8\u4e0d\u65ad\u6269\u5927AI\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\uff0c\u5b58\u50a8\u5668\u8ffd\u52a0\u9700\u6c42\u4e5f\u6301\u7eed\u6d8c\u73b0\u3002\u516c\u53f8\u9884\u6d4b\uff0c\u6b64\u7c7b\u6295\u8d44\u662f\u57fa\u4e8eAI\u670d\u52a1\u6240\u521b\u9020\u7684\u6536\u76ca\uff0c\u56e0\u6b64\u5b58\u50a8\u5668\u9700\u6c42\u589e\u957f\u8d8b\u52bf\u6709\u671b\u6301\u7eed\u3002 \u57fa\u4e8e\u4e0a\u8ff0\u9700\u6c42\u524d\u666f\uff0cSK\u6d77\u529b\u58eb\u6b63\u4e0e\u5ba2\u6237\u63a8\u8fdb\u591a\u5e74\u671f\u5408\u7ea6\uff0c\u4ee5\u4fdd\u969c\u4e2d\u957f\u671f\u4f9b\u5e94\u7a33\u5b9a\u3002\u76ee\u524d\u516c\u53f8\u5df2\u4e0e\u5305\u62ec\u6838\u5fc3\u5ba2\u6237\u5728\u5185\u7684\u5341\u4f59\u5bb6\u5ba2\u6237\u7ed3\u675f\u8ba8\u8bba\u957f\u671f\u4f9b\u5e94\u534f\u8bae\uff08LTA\uff0cLong Term Agreement\uff09\uff0c\u5e76\u6b63\u4e0e\u4e1a\u5185\u4e3b\u8981\u5ba2\u6237\u8fdb\u4e00\u6b65\u5c55\u5f00\u6d3d\u8c08\u3002\u6b64\u4e3e\u5c06\u663e\u8457\u63d0\u5347\u516c\u53f8\u8fd0\u8425\u6548\u7387\uff0c\u5e76\u6301\u7eed\u592f\u5b9e\u4e2d\u957f\u671f\u4e1a\u52a1\u7a33\u5b9a\u6027\u4e0e\u53ef\u6301\u7eed\u589e\u957f\u57fa\u7840\u3002 \u968f\u7740AI\u6a21\u578b\u4e0d\u65ad\u5347\u7ea7\uff0c\u5b58\u50a8\u5668\u9886\u57df\u7684\u7ade\u4e89\u5df2\u4e0d\u518d\u5c40\u9650\u4e8e\u82af\u7247\u6027\u80fd\u672c\u8eab\uff0c\u800c\u662f\u6269\u5c55\u81f3\u7cfb\u7edf\u67b6\u6784\u548c\u5c01\u88c5\u6280\u672f\u3002\u5bf9\u6b64\uff0cSK\u6d77\u529b\u58eb\u8ba1\u5212\u4f9d\u6258\u4e30\u5bcc\u7684\u4ea7\u54c1\u7ec4\u5408\uff0c\u4ee5\u53ca\u4e0e\u5ba2\u6237\u7684\u5171\u540c\u5f00\u53d1\u80fd\u529b\uff0c\u5f15\u9886\u7cfb\u7edf\u7ea7\u5b58\u50a8\u5668\u6280\u672f\u521b\u65b0\u3002 \u5728HBM4\u65b9\u9762\uff0c\u516c\u53f8\u5728\u6ee1\u8db3\u5ba2\u6237\u5bf9\u901f\u5ea6\u4e25\u82db\u8981\u6c42\u7684\u540c\u65f6\uff0c\u5b9e\u73b0\u4e86\u4e1a\u754c\u6700\u9ad8\u80fd\u6548\u4e0e\u6210\u672c\u4f18\u52bf\uff0c\u5f70\u663e\u4e86\u5176\u5dee\u5f02\u5316\u7684\u6280\u672f\u7ade\u4e89\u529b\u3002HBM4\u5df2\u4e8e\u7b2c\u4e8c\u5b63\u5ea6\u91cf\u4ea7\u51fa\u8d27\uff0c\u5e76\u5c06\u4e8e\u4e0b\u534a\u5e74\u6269\u5927\u751f\u4ea7\u3002HBM4E\u6837\u54c1\u4e0a\u534a\u5e74\u5df2\u4ea4\u4ed8\uff0c\u5176\u91c7\u7528\u4e86\u517c\u5177\u6280\u672f\u6210\u719f\u5ea6\u4e0e\u91cf\u4ea7\u7a33\u5b9a\u6027\u7684\u6700\u4f18\u5236\u7a0b\u5de5\u827a\u3002 SK\u6d77\u529b\u58eb\u5c06\u5728HBM\u9886\u57df\uff0c\u51ed\u501f\u9ad8\u8d28\u91cf\u3001\u9ad8\u826f\u7387\u6240\u652f\u6491\u7684\u7a33\u5b9a\u4f9b\u5e94\u80fd\u529b\u3001\u6210\u672c\u7ade\u4e89\u529b\u4ee5\u53ca\u4e1a\u754c\u6700\u9ad8\u6027\u80fd\u7b49\u7efc\u5408\u4f18\u52bf\uff0c\u6301\u7eed\u5de9\u56fa\u516c\u53f8\u7684\u9886\u5148\u5730\u4f4d\u3002 \u6b64\u5916\uff0cSOCAMM2\u9500\u552e\u5728\u7b2c\u4e8c\u5b63\u5ea6\u5927\u5e45\u589e\u957f\uff0c\u91c7\u7528\u7b2c\u516d\u4ee310\u7eb3\u7c73\u7ea7\uff081c\uff09\u5de5\u827a\u7684\u4ea7\u54c1\u5df2\u6b63\u5f0f\u4f9b\u8d27\u3002 \u5728NAND\u95ea\u5b58\u9886\u57df\uff0c\u516c\u53f8\u5c06\u52a0\u901f\u5148\u8fdb\u5236\u7a0b\u5de5\u827a\u8f6c\u6362\uff0c\u805a\u7126\u9ad8\u5bb9\u91cf\u3001\u9ad8\u6027\u80fd\u4ea7\u54c1\u5e03\u5c40\u3002\u5f53\u524d\uff0c321\u5c42\u4ea7\u54c1\u5df2\u6210\u4e3aNAND\u6574\u4f53\u4ea7\u91cf\u4e2d\u5360\u6bd4\u6700\u9ad8\u7684\u4ea7\u54c1\uff0c\u516c\u53f8\u8ba1\u5212\u4e8e\u4eca\u5e74\u5e74\u5e95\uff0c\u5c06\u5176\u5728\u97e9\u56fd\u672c\u571f\u4ea7\u80fd\u5360\u6bd4\u63d0\u5347\u81f3\u7ea650%\u3002 \u4e0e\u6b64\u540c\u65f6\uff0cSK\u6d77\u529b\u58eb\u8ba4\u4e3a\uff0c\u5728\u5ba2\u6237\u9700\u6c42\u6301\u7eed\u8d85\u8fc7\u4f9b\u7ed9\u7684\u80cc\u666f\u4e0b\uff0c\u80fd\u5426\u53ca\u65f6\u6ee1\u8db3\u5ba2\u6237\u6570\u91cf\u9700\u6c42\uff0c\u5df2\u6210\u4e3a\u6838\u5fc3\u7ade\u4e89\u4f18\u52bf\u3002 \u4e3a\u6b64\uff0c\u516c\u53f8\u6b63\u63d0\u524d\u63a8\u8fdb\u97e9\u56fd\u6e05\u5ddeM15X\u7684\u91cf\u4ea7\u8fdb\u7a0b\uff0c\u540c\u65f6\u4e5f\u5728\u4e3a2027\u5e74\u521d\u9f99\u4ec1\u96c6\u7fa4\u9996\u5ea7\u5de5\u5382\u65e0\u5c18\u5ba4\u542f\u7528\u540e\u5feb\u901f\u6269\u4ea7\u5c55\u5f00\u76f8\u5e94\u6295\u8d44\u3002\u8fd1\u671f\u516c\u5e03\u7684\u5148\u8fdb\u5c01\u88c5\u5de5\u5382P&T7\u3001NAND\u95ea\u5b58\u751f\u4ea7\u57fa\u5730M17\uff0c\u4ee5\u53ca\u65b0\u5efa\u534a\u5bfc\u4f53\u96c6\u7fa4\u7b49\u4e2d\u957f\u671f\u6295\u8d44\u9879\u76ee\uff0c\u516c\u53f8\u4e5f\u5c06\u4f9d\u636e\u5ba2\u6237\u9700\u6c42\u4e0e\u6295\u8d44\u6548\u7387\u7b49\u5206\u9636\u6bb5\u6709\u5e8f\u5b9e\u65bd\u3002 \u6b64\u5916\uff0cSK\u6d77\u529b\u58eb\u5f3a\u8c03\uff0c\u5c06\u5728\u79ef\u6781\u628a\u63e1\u4e2d\u957f\u671f\u589e\u957f\u673a\u9047\u7684\u540c\u65f6\uff0c\u575a\u6301\u8bbe\u5907\u6295\u8d44\u539f\u5219\uff08CapEx Discipline\uff09\uff0c\u5b9e\u73b0\u4ea7\u80fd\u6269\u5f20\u4e0e\u8d22\u52a1\u7a33\u5065\u7684\u534f\u540c\u53d1\u5c55 \u25a0 2026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u52a1\u62a5\u8868 \u4ee5\u5408\u5e76\u62a5\u8868\u4e3a\u51c6 \u5355\u4f4d\uff1a\u4ebf\u97e9\u5143 2026\u8d22\u5e74<\/p>\n","protected":false},"author":2,"featured_media":6010,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_migrated_source_id":0,"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[25,70,27],"class_list":["post-6013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press","tag-25","tag-70","tag-27"],"acf":[],"_links":{"self":[{"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/posts\/6013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/comments?post=6013"}],"version-history":[{"count":18,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/posts\/6013\/revisions"}],"predecessor-version":[{"id":6032,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/posts\/6013\/revisions\/6032"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/media\/6010"}],"wp:attachment":[{"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/media?parent=6013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/categories?post=6013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.skhynix.com\/cn\/wp-json\/wp\/v2\/tags?post=6013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}