ANDYLISM Business Insight

 What if a semiconductor company could keep roughly 7,600 won in operating profit for every 10,000 won in sales? SK Hynix achieved exactly that in the second quarter of 2026, reporting a record operating margin of 76%. Strong demand for high-bandwidth memory, or HBM, combined with sharp price increases in conventional DRAM and NAND flash memory, pushed the Korean chipmaker to another historic quarterly performance. AI generated image SK Hynix Reports Record Quarterly Earnings According to the company’s preliminary earnings report, SK Hynix posted the following results for the second quarter of 2026: Revenue: 79.32 trillion won Operating profit: 60.54 trillion won Operating margin: 76% Year-over-year revenue growth: 257% Year-over-year operating profit growth: 557% Revenue increased by 51% from the previous quarter, while operating profit jumped by 61%. The company’s cumulative revenue for the first half of 2026 reached 131.90 trillion won, surpassing 100 trillion ...

 Senior leaders from Samsung, SK Group and Naver are reportedly preparing to meet Nvidia CEO Jensen Huang in Silicon Valley, potentially bringing together some of the most important companies in the global artificial intelligence supply chain. AI-generated image  The gathering is reportedly being considered for July 24. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei may also participate, although neither the meeting schedule nor the final list of attendees has been officially confirmed. Why the Potential Meeting Matters If the meeting takes place as reported, it could bring together leaders representing several essential layers of the AI industry. Samsung Electronics and SK Hynix are major producers of advanced memory chips, including high-bandwidth memory, or HBM. Nvidia dominates the global market for AI accelerators, while Naver operates AI models, cloud services and data-center infrastructure in South Korea. ▲ Nvidia CEO Jensen Huang, SK Group Chairman Chey Tae-won, ...