삼성·SK하이닉스, 분기 영업익 '70조 시대' 연다

The semiconductor industry is entering a structural growth phase driven by AI demand for high-bandwidth memory, with Korean chipmakers Samsung and SK Hynix capitalizing on supply constraints expected to persist through 2028. This marks a fundamental shift from cyclical recovery to sustained pricing power and profitability gains. The favorable supply-demand balance, combined with diversified revenue streams from foundry and inference services, positions these companies for long-term competitive advantages in the AI infrastructure ecosystem.