SK hynix is seeing growth driven by strong demand for AI memory, rising DRAM and NAND prices, and increased shipments of advanced HBM4 products. Despite some initial production challenges with HBM4, the company’s richer product mix could support margin expansion. However, SK hynix is losing market share in DRAM and HBM segments, raising concerns about its competitive position compared to peers. The stock’s price momentum suggests potential sideways trading ahead, with a demanding growth expectation of nearly 22% EBITDA CAGR over 10 years implied by valuation models.
SK hynix shares are currently trading at USD 137.06 on Pluang, showing a 4.08% gain in the last day. The stock has a market cap of $701.80 billion and is seeing full buy interest from Pluang investors as of Oct 25, 2026, 02:11 WIB.
This week saw significant declines in AI infrastructure stocks, with neocloud companies like CoreWeave and Nebius dropping over 30% in October. Credit default swap spreads for major tech firms Meta, Nvidia, and Oracle hit record highs, signaling incr...
SK Hynix halted plans for a U.S. IPO of its Solidigm flash-memory unit, citing market volatility and regulatory concerns in South Korea. Despite scrapping the IPO, SK Hynix shares rose about 4%, outperforming peers like Micron and SanDisk. The compan...
SK hynix Inc. is rated Buy with a $211 price target, implying a 47% upside driven by expected 44–121% price increases in 2027 High Bandwidth Memory (HBM) contracts. The repricing of HBM is set to become SK hynix's main profit driver, especially throu...
SK hynix Inc. is set to report its Q3 earnings on October 28, following Micron's recent results that indicated rising memory prices and demand. In Q2, SK hynix saw a 257% year-over-year revenue increase to KRW 79.3 trillion with a 76% operating margi...
SK hynix Inc. is still considered a Buy despite its ADR falling 21% due to a sector-wide memory stock selloff influenced by macroeconomic concerns. The company is expected to benefit from a memory super cycle driven by rising AI infrastructure demand...
