SK Hynix has grown rapidly in the U.S. market thanks to strong sales of high bandwidth memory (HBM). The U.S. share of SK Hynix's total sales is also increasing as sales surge, mainly among U.S. big tech customers. As SK Hynix has grown rapidly in the U.S. market, it is also paying close attention to political and policy variables. This is because U.S. President Donald Trump has announced the imposition of tariffs on semiconductors and there are concerns that they may be excluded from subsidies under the U.S. Semiconductor Support Act. Earlier, SK Hynix decided to receive $458 million (about 660 billion won) in subsidies during the Joe Biden administration, but it is now unclear. On the other hand, attention is also being paid to the possibility of cooperation between TSMC and SK Hynix, which announced that it will invest 100 billion dollars in the U.S.

According to SK Hynix's disclosure on the 4th, SK Hynix America, a U.S. sales corporation, recorded 33.4859 trillion won in sales and 104.9 billion won in net profit last year. This is a 2.6-fold increase from last year's sales (12.5419 trillion won). The U.S. has also increased its share of SK Hynix's global sales. In the third quarter of last year, the U.S. accounted for 58% (27.3058 trillion won) of total sales by region at home and abroad (46.4259 trillion won). In particular, HBM sales are expected to grow more than 100% year-on-year this year as HBM demand from U.S. big tech customers continues to increase.

[Reporter Park Seungjoo]