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Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (RA: Hyesus Song) Investment Rating : BUY (Maintained) Target Price : 1,300,000 KRW (Raised) Core Momentum : Severe supply-demand imbalances and depleted inventories are expected to sustain broad-based memory ASP increases, strengthening supplier pricing power and driving rapid margin and earnings expansion across DRAM…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Memory ASP · Supply Tightness · Pricing Power / 2026-01-30” »

Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myeongsub Song Investment Rating : Buy (Maintain) Target Price : 1,160,000 KRW (Raised) Core Momentum : Severe memory supply shortages are expected to drive record increases in legacy DRAM and NAND fixed transaction prices in Q1, with continued pricing gains through Q3 supporting extraordinary full-year earnings…

Read More “[Research] SK hynix (000660 / SKHY) – iM Securities | Fixed Memory Pricing · Supply Shortage · Earnings Growth / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Maintain) Target Price : 1,050,000 KRW (Raised) Core Momentum : Strong server DRAM and enterprise SSD demand amid constrained supply is driving substantial price increases across commodity DRAM and NAND, supporting significant earnings upgrades and a Q1 performance above market…

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · Server Demand · Earnings Upgrades / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilhyun Baik (RA: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : 1,169,000 KRW (Raised) Core Momentum : Expanding AI inference workloads are driving explosive demand for high-performance enterprise SSDs and high-capacity DRAM, while rising memory prices strengthen profitability and free cash flow available for…

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta | AI Inference · Enterprise SSD · Cash Flow / 2026-01-29” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintained) Target Price : 1,500,000 KRW (Raised) Core Momentum : An LTA-driven order-first supply structure combined with disciplined capacity expansion is expected to prolong memory shortages and reduce traditional cycle volatility, supporting record profitability and structurally higher earnings visibility. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Capex Discipline · Cycle Stability / 2026-01-28” »