SK hynix maintains its leadership in the high bandwidth memory (HBM) market despite strong competition from Samsung and Micron. The company's US-listed shares now trade at a forward price-to-earnings ratio close to Micron's, reflecting a closing valuation gap. SK hynix plans capacity expansions through 2029, including new facilities in the US and potentially Japan, and may partner with Intel to strengthen its position. Despite challenges like HBM cost pressures and normalization of hyperscaler capital expenditures, SK hynix's stock has shown a solid recovery after a mid-year flash crash, making it an attractive opportunity for investors eyeing the memory supercycle.
SK hynix shares trade at USD 185.31 on Pluang as of Sep 18, 2026, 20:33 WIB, up 1.27% in the last day. The stock's market cap stands at $898.52 billion, showing strong investor interest. Buy orders dominate with 65% of activity, reflecting confidence in the memory sector's outlook.
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 o...
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...
