Category: Semiconductors

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim (RA: Sehoon Jung) Investment Rating : BUY Target Price : 956,000 KRW (Raised) Core Momentum : Extreme DRAM supply-demand imbalances and strong purchasing capacity from big-tech customers are expected to sustain historically elevated pricing, driving substantial ASP growth and upward revisions to 2026…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Pricing · Big Tech Demand · Earnings Upgrades / 2026-01-19” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-Ho Kim (RA: Myeonggyu Kim) Investment Rating : BUY (Maintained) Target Price : 1,120,000 KRW (Raised) Core Momentum : Intensifying memory supply shortages and robust server demand are expected to sustain DRAM and NAND price increases, while multi-year supply contracts and expanding HBM4 shipments strengthen earnings…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Long-Term Contracts · HBM4 / 2026-01-14” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Maintain) Target Price : 880,000 KRW (Raised) Core Momentum : Sharp NAND price increases and higher fab utilization are expected to drive a substantial recovery in NAND profitability, while tight commodity DRAM supply strengthens overall pricing power and supports significant…

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom | NAND Pricing · Fab Utilization · Earnings Upgrades / 2026-01-07” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (RA: Hyesus Song) Investment Rating : BUY (Maintained) Target Price : 860,000 KRW (Raised) Core Momentum : Intensifying commodity DRAM supply shortages and low channel inventories are expected to sustain supplier pricing power, while an extended HBM3E cycle and rising ASIC adoption support continued…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | DRAM Supply Shortage · Supplier Pricing Power · HBM3E / 2026-01-05” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyeongkeun Ryu (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : 840,000 KRW (Raised) Core Momentum : HBM4 commercialization and severe commodity memory supply shortages are expected to drive record earnings through the combined strength of HBM and conventional DRAM, while ADR and SPC…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | HBM4 · Memory Supply Shortage · Shareholder Returns / 2026-01-02” »