Kim Woo-hyun

Vice President & Chief Financial Officer, SK Hynix

Search every verified Kim Woo-hyun interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kim Woo-hyun, Vice President and Chief Financial Officer at SK hynix, presented the company’s financial results and outlook during the second quarter FY2026 earnings call on July 28, 2026. He reported record quarterly revenue of 79.3 trillion won, a 51% increase quarter-over-quarter and 257% year-over-year, attributing growth to limited DRAM supply, expanded sales of HBM3E and AI server DR products, and a roughly 30% rise in server LPDDR average selling prices. He noted that some high-value shipments were deferred to the second half, affecting the blended ASP in Q2, but said he expects higher growth in the second half than the first, driven by a ramp-up in HBM4 shipments and increased shipments of 1-nanometer conventional DRAM. He also stated that long-term agreements had been concluded with around 10 customers, including key clients, to secure mid-to-long-term supply stability and support next-generation memory development. On shareholder returns, Woo-hyun acknowledged market interest in additional shareholder remuneration and said the company is reviewing various methods, but he declined to provide specific details on the format, size, or timing due to regulatory and procedural constraints related to its ongoing ADR offering. He stated that the company plans to share concrete plans with the market within the year. On an earlier call for Q1 FY2025 (April 24, 2025), he discussed the impact of U.S. tariffs, saying that direct exports to the U.S. are not particularly high, and that a clear assessment is constrained by policy details; the company would work with customers to maintain supply stability once tariffs take effect. He also highlighted that Q1 2025 operating profit reached 7.44 trillion won with a 42% operating margin, and reaffirmed that HBM revenue would more than double from the prior year, with 12-high HBM3E products expected to account for over half of HBM3E sales in the second quarter.