Chip sales to the U.S. and Nvidia take up 70% and 27% of SK hynix revenue as of Sept

By Seo Hye Seung Posted : November 17, 2025, 14:29 Updated : November 17, 2025, 15:01
 
Nvidia CEO Jensen Huang receives an SK hynix HBM4 wafter as a gift from SK Group chair Chey Tae-won on the sidelines of APEC CEO summit held Oct 31 in Gyeongju PhotoYonhap
Nvidia CEO Jensen Huang receives an SK hynix HBM4 wafter as a gift from SK Group chair Chey Tae-won on the sidelines of APEC CEO summit held Oct. 31 in Gyeongju (Photo=Yonhap)

SEOUL, November 17 (AJP) -SK hynix sold 45.18 trillion won ($31 billion) worth of memory chips to the United States as of September this year, up 65 percent from the seven-month period of last year and taking up 70 percent of the South Korean chipmaker's revenue as of the third quarter.

According to the full third-quarter disclosure, the chipmaker owed 17.35 trillion won in revenue to a single buyer as of September, more than doubling from 6.1 trillion won in the same period a year ago and accounting for about 27 percent of the company's 64.32 trillion won in accumulated sales for 2025.

SK hynix has an exclusive contract with Nvidia for high-bandwidth memory (HBM)3E and will be rolling out HBM4 next year. The DRAM maker dominates global sales of HBM that powers AI chips.

SK hynix accounted for 39 percent of the global DRAM market and 22 percent of NAND flash memory market as of June. 

Shares of SK hynix soared 7 percent to 599,500 won as of 2:20 p.m. ahead of Nvidia's earnings release.

 

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