SK hynix reported strong Q3 results with DRAM and NAND prices rising over 20% quarter-on-quarter, gross margin hitting 86%, and operating profits exceeding estimates due to effective pricing and cost control. The company expects further capacity increases and higher capital expenditures driven by sustained demand from AI applications. Despite competitive risks, SK hynix trades at a significant discount to the IT sector, offering investors a large margin of safety and a positive outlook for growth.
SK hynix shares on Pluang rose sharply by 10.29% in one day, reaching USD 160.41 as of Oct 29, 2026 03:31 WIB, still below the 52-week high of USD 198.63 but well above the low of USD 126.79. This strong price movement contrasts with a typical hold time of just 16 days, indicating active trading interest. The stock’s dividend yield remains low at 0.08%, while buying interest dominates with 62% of orders on Pluang.
Micron's stock has surged 240% this year but dropped 20% after its Q3 earnings, reflecting investor doubts about the memory chip boom's sustainability. However, SK Hynix's recent Q3 report shows strong revenue growth and rising chip prices, with dema...
SK hynix reported a strong Q3 2026 with revenue up 328% and operating profit rising 632% year-over-year, driven by high demand for AI infrastructure chips amid supply constraints. The company benefits from current high margins but analysts expect the...
SK Hynix predicts a memory shortage lasting until 2030, driven by rising AI and robotics demand, sparking gains in chip equipment stocks like Lam Research, Applied Materials, and KLA. These companies supply the tools needed to build new chip factorie...
SK hynix Inc. holds a dominant 50% share in the high-bandwidth memory (HBM) market and is sold out through 2029, supported by long-term agreements locking in pricing through 2027 and beyond. The company expects continued tight supply of HBM until 203...
SK Hynix surged 7% after reporting a record quarter driven by strong AI memory demand and warning that shortages could last through 2030. Micron also rose 3% on similar market dynamics. In contrast, Seagate fell 2% despite beating revenue and earning...
