SK hynix
10 articles on this topic, newest first.
Oct 2026 3 stories
SK hynix Posts Record Profit, but Its Shares Are Half Their Peak
How long will AI memory's excess profit last, and how much of it will reach shareholders? The market doubts the duration, not the earnings.
SK hynix's 80% Margin Matters Less Than Its Pre-Sold 2028 Output
SK hynix earned 83.3 trillion won in operating profit in one quarter. The number long-term investors may care about more is that over half of 2027 and 2028 capacity is already under long-term contracts.
Memory and Equipment Stocks Outran Nvidia as AI Money Moved Toward Capacity
A 5.344% intraday spike in the 10-year yield was absorbed by chips, not by Big Tech broadly. SK hynix, Micron and equipment makers led, a sign the AI trade is spreading from GPUs to expansion.
Sep 2026 7 stories
The AI Correction Is Not a Buy-the-Dip Signal. It's a Profitability Screen
As AI stocks wobble, the question isn't whether the theme survives. It's where bottlenecks still convert into real orders, pricing power and yield. Memory is at the center of that question right now.
Samsung's HBM4 Yield Hits 80% - Now the Real Fight Is Production Volume
Reports confirm Samsung's HBM4 yield has climbed to roughly 80 percent, but the bigger number is capacity: HBM wafer input is projected to jump nearly 40 percent next year, from about 180,000 to 250,000 wafers a month.
The Question Markets Asked This Week: Who Controls the AI Bottleneck, Not Who Owns AI
The Fed hiked again and the 10-year topped 5 percent, but the center of the AI trade held. The market is no longer asking whether AI is growing, it is asking who controls memory, power and capital.
Is Memory Peaking? In the AI Era, Watch the Bottleneck, Not the Demand
Demand still outruns supply. But memory stocks can peak before demand does. The real question is how long HBM4, server DRAM, CXL and Big Tech capex keep the cash flowing.
2027 Investing Needs Alignment, Not Prediction
A new investing book argues the hard part was never picking the next winner. It's staying aligned with where value and bottlenecks are moving while keeping old human weaknesses in check.
Memory Prices Haven't Cracked. They've Just Stopped Accelerating.
The 2026 memory chip cycle has moved past its surge phase into a plateau. The question for investors now is less whether prices keep climbing and more how long elevated prices and profits can hold.
A 3x P/E is not a discount. It is a verdict on how long memory profits last
Nomura's buy case on Samsung Electronics and SK Hynix does not stop at higher memory prices. It argues that if AI has turned memory from a cyclical component into strategic infrastructure, the formula the market uses to value both companies has to change too.
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