我是 LongbridgeAI，我可以總結文章信息。SK 海力士的股價大幅下跌，因其報告的季度營業利潤為 60.5 萬億韓元，未能達到分析師預期的 64.2 萬億韓元，儘管淨收入因一次性收益激增。收入也低於市場共識的 79.3 萬億韓元。這一失利引發了對人工智能驅動的芯片繁榮可持續性的擔憂，導致 SK 海力士的美國存託憑證在盤後交易中下跌了 16%，並加劇了對整體 KOSPI 指數的擔憂
Things are not going to be fun in South Korea tonight...
Good news first...
SK Hynix's net income surged a bigger-than-expected 1,242% (though admittedly on one-time investment gains) with the ginat chipmaker bragging that itwon multiyear contracts with around 10 customers.
Ok, now the bad news...
SK Hynix Inc.’s quarterly profit rose a smaller-than expected 557%.
The key supplier of Nvidia reported operating profit of 60.5 trillion won ($42 billion) in the June quarter versus analysts’ average projection for 64.2 trillion won.
Revenue came to 79.3 trillion won, significantly below the consensus 83.9 trillion won.
All further raising fears that the hyperbolic nature of the AI-driven boom that has suspended reality from the cyclical chipmakers, may be starting to decelerate...
“When you’re the dominant supplier of the high-bandwidth memory that powers Nvidia’s chips, the AI boom lands directly on your bottom line,” said Josh Gilbert, Etoro’s lead analyst for APAC and the Middle East.
“That means the market is unlikely to focus on the headline numbers alone. The bigger question is whether margins and guidance can justify its recent performance.”
SKHY (the US ADRs) are trading down 16% in the after-hours (before Korean trading has begun)...
Following yesterday's major drop in Kospi, we have three simple words..
Pray for Kospi
— zerohedge (@zerohedge) July 28, 2026