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$SKHY

SK Hynix
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SK hynix is a memory-semiconductor manufacturer. It sells DRAM, including high-bandwidth memory for AI accelerators, NAND flash and enterprise SSDs through Solidigm, and also operates a smaller specialty foundry business.

sentiment mix
bull 70%bear 6%neu 24%

signal summary

latest high-conviction thesis
Max endorses SK Hynix as top AI memory play▾

SK Hynix is a key supplier to Nvidia for high-bandwidth memory, benefiting from surging AI-driven demand and margin expansion in the memory supply chain.

maxT1Bloomberg Tech2026-08-28
confidence 88 / 100impact High
key themes
  • Memory & Storage79%
  • AI Infrastructure72%
  • AI Economics & Business Models51%
  • AI Geopolitics & Export Controls51%
  • Semiconductors47%

bull thesis · 44

85 / 100
  • •SK Hynix profits surge but memory supply cannot expand before 2030 due to clean room and EUV tool bottlenecks
  • •SK Hynix Chairman commits $1T to AI data centers as memory demand grows exponentially until AGI
  • •UCLA professor sees SK Hynix dominant in HBM with intelligent memory integration strategy

bear thesis · 4

29 / 100
  • •Analyst sees correction underway in SK Hynix, downside risks prevail amid high volatility
  • •SK Hynix Shares Fall 10% Despite 500% Profit Growth On Priced To Perfection Valuation
  • •SK Hynix falls 10% despite 500% profit growth as AI chip expectations priced to perfection

company research · 4 videos

mentions · 63

SemiAnalysisEp. 030 - Rubin Ultra Drops From 1 TB to 192GB of HBM (Memory)1 mentions · 1▲ 0▼ 0○ · 11 days ago
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Peter H. DiamandisElon Says 100X, Memory Prices Spike 500%, Unitree Robot Outruns Usain Bolt with Emad Mostaque | #2822 mentions · 1▲ 0▼ 1○ · last month
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Bloomberg TechSK Hynix Slips Ahead of Big Tech Results | Bloomberg Tech 7/29/20262 mentions · 0▲ 0▼ 2○ · 2 months ago
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SemiAnalysisEp. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)2 mentions · 0▲ 0▼ 2○ · 2 months ago
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20VCMeta Takes on OpenAI | Apple Sues OpenAI | SK Hynix’s $26BN IPO1 mentions · 0▲ 0▼ 1○ · 2 months ago
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Bloomberg TechAI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/20263 mentions · 2▲ 1▼ 0○ · 2 months ago
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Bloomberg TechSK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price | Bloomberg Tech 7/10/20265 mentions · 3▲ 0▼ 2○ · 3 months ago
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TBPN5.6 Stories, Meta Bull Case, Phia Affiliate Drama, Movies and Mansions1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Bloomberg TechSK Hynix US Listing Demand Soars | Bloomberg Tech 7/09/20264 mentions · 4▲ 0▼ 0○ · 3 months ago
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Limitless PodcastSamsung Just Became the World's Most Profitable Company1 mentions · 1▲ 0▼ 0○ · 3 months ago
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TBPNChina Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 3 months ago
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TBPNAlex Hormozi in the Ultradome, China Export Controls, SK Hynix, Big Bank Comeback1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:006:0012:0018:0025:00
Bloomberg TechApple, Broadcom Expand Custom Chip Partnership | Bloomberg Tech 7/06/20261 mentions · 1▲ 0▼ 0○ · 3 months ago
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