SK hynix is rated a strong buy as it transitions from cyclical commodity memory to a high-margin AI infrastructure business. Strategic moves like a KRW 40 trillion share cancellation, new product launches (HBF and SALT-KV), and long-term agreements optimize free cash flow and secure leadership in AI memory systems. Despite concerns about China's supply glut, SK hynix’s focus on advanced HBM and custom architectures creates strong competitive advantages. Upcoming catalysts include HBM4 contract pricing, expanding ADR float, Solidigm monetization, and AMEC tool validation, supporting a discounted 4.51x forward P/E ratio for 2028.
Following SK hynix's strategic shift towards AI infrastructure, the stock is showing positive momentum on Pluang, trading at USD 187.12 with a 1-day gain of 2.26% as of September 18, 2026, 15:21 WIB. Market participants lean bullish with 65% of order activity on the buy side, reflecting confidence in its growth potential. The market cap stands at $914.37 billion, highlighting its significant presence in the technology sector.
Intel Corporation's rating is upgraded to speculative Buy due to rumors of a deal with SK hynix that could support its foundry business turnaround. The potential joint venture or leasing arrangement might resolve funding and demand challenges for Int...
Intel shares rose 4% after reports that SK Hynix is in early talks to produce memory chips at Intel's Ohio facility, marking a potential first for domestic U.S. memory chip manufacturing. However, no deal has been signed, and the plant's opening is n...
Intel and SK Hynix shares rose sharply after reports emerged that the two companies are in early talks to produce memory chips together at Intel's idle Ohio complex. This potential partnership could turn Intel's unused facility into a revenue source ...
Nvidia's latest AI supercomputer, the VR200 NVL72, allocates 70% of its $4 million bill of materials to its Vera Rubin GPUs, highlighting the chip's dominant role in AI infrastructure spending. Other components like DRAM and high-bandwidth memory mak...
South Korea's electricity grid cannot support the rapid expansion of AI memory chip factories by SK Hynix and Samsung, as the state utility KEPCO's demand for upfront payments to upgrade the grid was rejected by both companies. This power supply issu...
