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SK Hynix DRAM revenue shifts primarily toward data center applications
Wednesday, February 18, 2026 at 03:56 AM
SK Hynix DRAM revenue trends indicate that the PC market accounts for less than 10% of total sales, while data center segments represent the majority of revenue growth.
Context
SK Hynix has fundamentally pivoted its business model toward AI-driven data center infrastructure, with traditional PC-related sales now accounting for less than 10% of total revenue. This structural shift is motivated by explosive demand for high-performance memory, leading the firm to redirect production capacity away from stagnant consumer markets and into high-margin solutions like HBM and DDR5 server chips.
For 2025, SK Hynix reported record annual revenue of 97.15 trillion won, anchored by a dominant 52.3% global market share in the HBM sector. By late 2025, HBM products represented over 40% of the company’s total DRAM sales. A deepening partnership with Nvidia served as a critical growth engine, with the AI leader contributing roughly 27% of total revenue in early 2025. This transition effectively decouples the company’s profitability from the volatile commodity memory market, solidifying its role as a core infrastructure partner in the global AI supply chain.
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