NAND flash and enterprise SSD
321-layer NAND is now the largest share of production as eSSD demand from AI data centers grows.
The numbers
What it is
NAND flash sold as enterprise SSDs for AI data centers and as client storage. The 321-layer generation is the company's main NAND product, and NAND revenue reached a record for a full year in 2025.
Why it matters to the stock. eSSD demand from AI inference and data centers is the main driver of NAND pricing. Traders watch NAND contract prices and the mix shift toward high-capacity enterprise drives.
News
SK hynix shows Vera Rubin-linked HBM4 and SOCAMM2 at TSMC OIP and wins TSMC partner award
At the TSMC OIP Conference in Santa Clara on September 23, SK hynix displayed a Nvidia Vera Rubin superchip setup with 12-layer 36GB HBM4 and 96GB SOCAMM2 modules mounted on it.
SK hynix shows high-bandwidth flash, PIM and SALT-KV at AI Infra Summit 2026
At AI Infra Summit 2026 in Santa Clara (September 15 to 17), SK hynix showed high-bandwidth flash (HBF), its AiMX accelerator card and PIM products, and a software method called SALT-KV that places LLM cache data across HBM, DRAM and SSD.
SK hynix Q2 2026 revenue hits record 79.3 trillion won; operating profit 60.5 trillion won at 76% margin
SK hynix reported preliminary, unaudited second-quarter 2026 results on July 29: revenue of 79.32 trillion won, up 257% from a year earlier and 51% from the prior quarter, and operating profit of 60.54 trillion won, a 76% margin.
SK hynix posts record Q1 2026 operating profit of 37.6 trillion won
SK hynix reported first-quarter 2026 revenue of 52.5763 trillion won and operating profit of 37.6103 trillion won, a 72% operating margin.