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郭鲁正 SK hynix · CEO
出处 ↗

郭鲁正表示SK海力士的业务环境正发生结构性变化，客户信任转化为长期协议，提升了需求可见度和盈利持续性。

我们已连续6个季度创下历史最佳业绩。但更重要的是，底层业务环境正在改变。我们凭借技术领先建立的客户信任正转化为长期协议，使我们对中长期需求有更高的可见度，并为持续盈利打下更坚实的基础。
原文 (en) Now we have delivered record results for 6 consecutive quarters. But what we find more significant is that the underlying business environment is changing. The customer trust that we have built through our technological leadership is translating into long-term agreements, giving us greater medium- to long-term demand visibility and a stronger foundation for sustained profitability.

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郭鲁正 近期的其他言论

出处 ↗

郭鲁正表示客户信任正转化为长期合同，使公司盈利稳定、需求可见，并将把HBM优势延续到下一代产品。

依靠技术竞争力建立的客户信任正在转化为长期合同，我们的业务结构正转变为具备盈利稳定性和中长期需求可见性的结构。我们会把HBM的竞争力延续到下一代产品，并随着业绩和投资成果增长，提高与股东分享的回报。
原文 (en) “The customer trust built through our technological competitiveness is leading to long-term contracts, and our business structure is transforming into one with earnings stability and mid-to-long term demand visibility,” CEO Kwak emphasized. “We will carry our HBM competitiveness over to next-generation products, and we will also increase the rewards we share with our shareholders as our business outcome and investment result grow.”
出处 ↗

郭鲁正解释称，因当前金融市场状况，公司终止了Solidigm上市审议。

IPO原本是为扩建Solidigm产能筹集外部资本，从而减轻自身投资负担、扩大股东回报能力。但在仔细考虑近期金融市场状况等因素后，我们认为此时推进并非实现原定预期的最佳方式，因此终止了审议。
原文 (en) “The IPO was intended to raise external capital for the expansion of Solidigm’s production facilities, and thereby to lighten our own investment burden and broaden our capacity for shareholder returns,” CEO Kwak said. “However, after carefully considering recent financial market conditions and other factors, we concluded that proceeding at this time would not be the best way to achieve the originally anticipated outcome. We have therefore discontinued our review.”
出处 ↗

郭鲁正承诺将Kioxia等战略投资收益的大部分与股东分享，同时继续大胆投资。

我们的原则是把成功战略投资收益的大部分与股东分享。这些收益有助于补充因筹备未来而可能暂时下降的股东回报能力，使我们在保护股东利益的同时继续大胆投资于可持续增长。
原文 (en) “Our principle has been to share the majority of the gains from successful strategic investments with our shareholders. These gains help replenish our capacity for shareholder returns, which may temporarily decline as we prepare for the future, allowing us to continue investing boldly in sustainable growth while protecting shareholder interests,” he continued.
出处 ↗

郭鲁正宣布因市场波动，Solidigm放弃IPO计划，继续把握AI数据中心存储增长机会。

考虑到近期金融市场波动和半导体股票回调，Solidigm认为目前IPO无法充分实现预期收益，因此决定终止对IPO及上市前融资方案的评估。Solidigm将继续增强竞争力，把握AI数据中心存储市场的增长机会。
原文 (en) Solidigm has concluded that an IPO would not fully deliver the anticipated benefits at this time and has, therefore, decided to discontinue its review of potential pre-IPO and IPO options. Solidigm will continue to strengthen its competitiveness and pursue growth opportunities in the AI data center storage market.
出处 ↗

郭鲁正承诺通过特别股息向股东返还铠侠投资收益。

我们一贯坚持将战略投资回报的大部分与股东分享的原则。依照该原则，我们打算通过特别股息，把今年投资铠侠所实现的收益返还给股东。
原文 (en) We have upheld the principle of sharing the majority of the returns from our strategic investments with our shareholders. In line with this principle, we intend to return the gains realized from our investment in Kioxia this year to our shareholders through a special dividend.