--- title: "AI demand explodes, South Korean companies' North American sales increase by 14%, SK Hynix's sales in the U.S. surge by 65%" description: "According to the South Korean technology media ETNews, driven by the global investment boom in artificial intelligence infrastructure, South Korean companies saw their sales in the North American mark" type: "news" locale: "en" url: "https://longbridge.com/en/news/275440742.md" published_at: "2026-02-10T10:26:36.000Z" --- # AI demand explodes, South Korean companies' North American sales increase by 14%, SK Hynix's sales in the U.S. surge by 65% > According to the South Korean technology media ETNews, driven by the global investment boom in artificial intelligence infrastructure, South Korean companies saw their sales in the North American market increase by 14.1% year-on-year in the first three quarters of 2025, reaching 343.8 trillion won. The IT and electronics sector became the main growth engine, with sales increasing by 20.7%. SK Hynix's sales in the U.S. soared by 65.5% year-on-year to 45.2 trillion won, accounting for over 70% of its total sales. During the same period, Samsung Electronics' sales in North America also grew by 10.2% On February 10, according to South Korean technology media ETNews, major South Korean companies saw their sales in the North American market increase by over 14% year-on-year in the first three quarters of 2025, with storage chip giant SK Hynix showing the most remarkable performance, as revenue in the U.S. market surged by more than 65%. According to ETNews citing data from corporate analysis firm Leaders Index, the sales growth of major South Korean companies in North America is primarily driven by the IT, electronics, and pharmaceutical/biotechnology sectors, while sectors such as secondary batteries have seen a decline. Among the top 500 South Korean companies by revenue, 67 publicly disclosed companies and their 194 subsidiaries achieved a cumulative sales figure of 343.8 trillion won in North America in the third quarter of last year, marking a year-on-year increase of 14.1%. The IT and electronics sectors have become the main engines of sales growth for South Korean companies in North America, with sales reaching 157.9 trillion won, a year-on-year increase of 20.7%. This growth momentum is mainly attributed to the surge in demand for storage chips driven by the investment boom in AI infrastructure since the second half of 2025. Both Samsung Electronics and SK Hynix are accelerating supply to meet the growing demand driven by AI. SK Hynix performed outstandingly in this sector, with its revenue in the North American market soaring by 65.5% to 45.2 trillion won, making this region account for over 70% of its total sales. Another South Korean storage chip giant, Samsung Electronics, also recorded growth, with North American sales climbing 10.2% year-on-year to 93.3 trillion won. ## SK Hynix Bets on the U.S. AI Market At the end of January, SK Hynix announced plans to establish an artificial intelligence solutions company tentatively named "AI Company" in the United States. The company plans to provide system-level optimization services for AI data center customers using advanced chip technologies, including high-bandwidth memory (HBM). According to The Korea Times, SK Hynix has allocated $10 billion to support this initiative. The company may also plan to transform its U.S. subsidiary Solidigm, which focuses on NAND flash memory, into an AI company while spinning off a new subsidiary from Solidigm to maintain its existing business. Reports citing industry analysts indicate that SK Hynix's layout primarily focuses on two strategic goals: first, to establish an investment and R&D hub in the core market of the AI industry in the U.S., and second, to further integrate and activate Solidigm's existing technological capabilities to explore new growth paths. ## Samsung's Texas Factory Accelerates Progress Samsung Electronics' wafer fabrication plant project in Tyler, Texas, has made substantial progress. According to The Korea JoongAng Daily, the project has obtained temporary operating permits for some of the construction areas, creating conditions for accelerating its engineering. Reports citing informed sources state that Samsung plans to begin testing extreme ultraviolet (EUV) lithography equipment as early as March this year, aiming for mass production of 2-nanometer processes in the second half of 2026. Once the factory ramps up its capacity, it is expected to produce AI5 chips for Tesla under a long-term contract extending to 2033, and subsequently supply its next-generation AI6 chips ### Related Stocks - [07709.HK - XL2CSOPHYNIX](https://longbridge.com/en/quote/07709.HK.md) - [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md) - [SSNGY.US - Samsung Electronics ](https://longbridge.com/en/quote/SSNGY.US.md) - [PSI.US - Invesco Semiconductors ETF](https://longbridge.com/en/quote/PSI.US.md) - [603578.CN - THREE STARS NEW MATERIALS](https://longbridge.com/en/quote/603578.CN.md) - [FTXL.US - First Trust Nasdaq Food & Semicon](https://longbridge.com/en/quote/FTXL.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md) - [03132.HK - SAMSUNG SEMICON](https://longbridge.com/en/quote/03132.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 三星发布新旗舰手机，重点强调易用的人工智能功能 | 三星电子推出了其新的旗舰 Galaxy S26 智能手机，强调无缝运行的用户友好型 AI 功能。用户可以通过语音或文本命令轻松请求 Uber 等服务。Galaxy S26 系列将于 3 月 11 日上市，起售价为 900 美元，反映了内存芯 | [Link](https://longbridge.com/en/news/276925228.md) | | 闪迪因与 SK 海力士合作，标准化专为 AI 数据中心定制的内存芯片架构而股价上涨 | 闪迪的股票在盘前交易中上涨了 3%，原因是其与 SK 海力士达成合作，旨在为人工智能数据中心标准化高带宽闪存（HBF）解决方案。此次合作旨在将 HBF 确立为行业标准，从而增强人工智能生态系统。HBF 技术在存储容量和速度之间取得平衡，预计 | [Link](https://longbridge.com/en/news/277042408.md) | | Sambanova 推出用于 Agentic AI 的最快芯片，并与英特尔合作 | Sambanova 发布了其最快的芯片，用于自主 AI，并宣布与英特尔的合作。该公司筹集了超过 3.5 亿美元，软银作为首个客户将在其下一代 AI 数据中心中部署 SN50 芯片。英特尔计划对 Sambanova 进行战略投资，以加速推出基 | [Link](https://longbridge.com/en/news/276722181.md) | | 惠普表示，内存对 PC 成本的贡献比例刚刚翻倍至 35% | 惠普公司宣布，内存现在占个人电脑材料成本的 35%，相比上个季度的 15-18% 有所上升，并预计未来还会进一步增加。临时首席执行官布鲁斯·布劳萨德强调了长期供应协议和新供应商资格认证，以管理成本。公司报告个人系统的收入为 103 亿美元， | [Link](https://longbridge.com/en/news/276831618.md) | | 随着 AI 内存竞赛的升温，SK 海力士承诺投入 150 亿美元用于新的芯片生产线 | SK 海力士计划到 2030 年投资约 151 亿美元，在韩国龙仁建立新的芯片生产线。此次投资旨在满足由于人工智能工具和数据中心的兴起而推动的半导体需求增长。该公司预计对高端内存芯片的需求强劲，这与韩国在龙仁发展主要芯片中心的战略相一致。C | [Link](https://longbridge.com/en/news/276875253.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.