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, with cloud providers increasing capital expenditures sharply through 2027. Risks include potential pricing pressure on high-bandwidth memory (HBM) and increased competition, but long-term contracts help cushion near-term earnings. SK hynix trades at a significant discount compared to its sector peers, making its risk-reward profile attractive ahead of upcoming earnings reports.
SK hynix's ADR recently dropped 21%, but on Pluang the stock trades at USD 140.36, down 1.76% as of Oct 20, 2026 23:12 WIB. The stock shows balanced investor interest with 54% buy orders and 46% sell orders on the platform.
SK hynix Inc. is rated a Buy due to a 67%+ undervaluation and strong operational momentum, highlighted by a Q2 EBIT margin of 76.3% driven by high-margin HBM4/DRAM shipments. Management anticipates accelerated DRAM average selling price growth and sh...
Memory chip stocks including SK Hynix, SanDisk, and Micron fell sharply after a selloff in Seoul revived concerns about the sustainability of AI-driven spending in data centers. SK Hynix dropped 4%, SanDisk 3%, and Micron 2%, reflecting worries that ...
SK hynix is set to report a strong Q3 with expected revenue growth of 37% sequentially and 336% annually, driven by high memory demand and AI-related growth. Analysts forecast $6.25 adjusted EPS on $74.6 billion revenue, supported by supply constrain...
Memory chip stocks surged as concerns about AI spending faded, leading to a rebound in tech shares. Micron Technology rose 4% after reporting strong Q4 2026 results and forecasting higher revenue for fiscal Q1 2027, driven by high-bandwidth memory de...
Shares of SK Hynix, SanDisk, and Micron each dropped about 3% amid concerns over China's CXMT advancing in memory chip technology. Goldman Sachs, however, told clients that fears about CXMT's threat to advanced memory chips are exaggerated and highli...
