Category: Semiconductors

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyeongkeun Ryu Investment Rating : BUY (Maintain) Target Price : KRW 3,200,000 (Lowered, applying Target P/B 4.3x) Core Momentum : Constrained DRAM production growth is expected to enforce supply discipline and sustain earnings expansion through 2027, while multi-year LTAs strengthen long-term customer partnerships and rising FCF…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | Supply Discipline · LTA · Shareholder Returns / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (Hyesu Song) Investment Rating : BUY (Maintain) Target Price : KRW 2,700,000 (Lowered) Core Momentum : Ultra-low DRAM and NAND inventories are expected to sustain memory supply shortages through 2027, while stronger server DRAM and high-capacity eSSD demand supports renewed pricing momentum and a…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Ultra-Low Inventory · Supply Shortage · Earnings Rebound / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Upgrade) Target Price : KRW 2,200,000 (Lowered) Core Momentum : Stronger commodity DRAM and NAND pricing and normalized HBM4 shipments are expected to drive a sharp Q3 earnings rebound, while the share-price correction has created valuation appeal against the brokerage’s…

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · HBM4 · Valuation Appeal / 2026-07-30” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintain) Target Price : KRW 4,000,000 (Maintain) Core Momentum : Persistently low inventories and sub-70% demand fulfillment are expected to sustain tight memory supply-demand conditions, while LTAs enhance earnings visibility and durability and the anticipated rollout of shareholder returns supports…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | Supply Tightness · LTA · Shareholder Returns / 2026-07-30” »

Brokerage : DS Investment & Securities Market: KOSPI (000660) Analyst : Surim Lee Investment Rating : BUY (Maintain) Target Price : KRW 3,100,000 (Maintain) Core Momentum : A higher commodity DRAM production mix is expected to sustain resilient ASPs in the second half, supporting sequential quarterly operating profit growth through 4Q27 amid an absence of…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment | Commodity DRAM · ASP Resilience · Earnings Growth / 2026-07-29” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Lowered) Core Momentum : Sustained memory pricing strength and AI infrastructure demand are expected to support structurally higher ROE, while substantial net cash accumulation creates significant capacity for shareholder returns and reinforces valuation…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | ROE Expansion · Net Cash · Shareholder Returns / 2026-07-29” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Prolonged structural supply deficit driven by the absence of major MLCC capacity expansions amid surging AI server demand and steep technical hurdles in large-area, multi-layer FCBGA substrates 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server Demand · Supply Deficit · FCBGA Technical Bottleneck / 2026-07-20” »

Brokerage : IBK Securities Analyst : Kim Un-ho (unokim88@ibks.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,750,000 (Raised) Core Momentum : Rapid multi-year earnings expansion through 2028 driven by client-backed massive CAPEX investments and expanding mix of server MLCCs and AI ASIC FC-BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – IBK Securities | CAPEX Surge · Foreign Inflows · Target Price Upgrade / 2026-07-16” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Geunhyeong Noh (RA: Gayoung Yoon) Investment Rating : BUY (Maintain) Target Price : KRW 3,300,000 (Maintain) Core Momentum : Long-term agreements are expected to provide greater earnings visibility under the AI-driven supply structure, while an expanding mix of premium products such as HBM4 and LPDDR6…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor | LTA · Premium Product Mix · Blended ASP / 2026-07-14” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 4,200,000 (Maintain) Core Momentum : Expanding big-tech order backlogs and persistent memory spot-price strength indicate tight underlying demand, while LTA and HBM capacity allocations are expected to further constrain conventional memory supply and sustain…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Big Tech Backlogs · Memory Supply Tightness · Earnings Growth / 2026-07-14” »