SK hynix Inc. received a Buy rating due to its record-breaking revenue growth of 257% year-over-year and a high operating margin of 76% in Q2 2026. The company benefits from strong demand for AI memory, particularly in high-bandwidth memory (HBM) and AI servers. Its net cash position of KRW 69.4 trillion supports disciplined investment without relying on speculative partnerships like those with Intel. The stock's valuation reflects solid earnings rather than speculative hype, positioning SK hynix as a leader in the AI-driven semiconductor market.
SK hynix shares are trading at USD 193.37 on Pluang as of Sep 23, 2026 00:21 WIB, showing a positive 1-day change of 2.39%. The stock's market cap stands at $957.77 billion, reflecting strong investor interest. Typical hold time for SKHY on Pluang is 4 days, with a majority of 59% buy orders indicating ongoing demand.
Intel reported a strong Q2 with $16.1 billion revenue, up 25% year-over-year, driven by a 59% rise in Data Center and AI segments and a 31% increase in Foundry business. Talks with SK hynix for a potential partnership could increase external demand f...
Intel's CEO warns that memory prices have increased 5 to 7 times, now making up about 75% of costs in some budget phones and laptops. This severe shortage is expected to worsen in 2027, impacting everything from smartphones to AI servers. Major compa...
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 valu...
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...
