![[Research] SK hynix (000660 / SKHY) – Mirae Asset | Agentic AI · Server CPU · LPDDR / 2026-04-28](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환SK하이닉스.jpg)
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Upgraded) Core Momentum : The shift from AI training toward inference and agentic AI is expected to accelerate server CPU demand and expand conventional DRAM and LPDDR requirements, while next-generation LPDDR6 adoption provides…
Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintained) Target Price : KRW 1,900,000 (Upgraded) Core Momentum : Expanding AI infrastructure and agentic AI adoption are driving strong demand for HBM, high-capacity server DRAM, and enterprise SSDs amid structural supply shortages, sustaining steep memory pricing and earnings growth….
Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA : Gyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 1,750,000 (Upgraded) Core Momentum : Expanding LPDDR adoption in Nvidia’s Vera Rubin systems is expected to accelerate mobile memory procurement and tighten DRAM supply, while simultaneous price and shipment growth supports…
Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Junyoung Park, RA Nawoo Kim Investment Rating : Buy (Maintained) Target Price : 1,630,000 KRW (Upgraded) Core Momentum : Memory supply shortages and expanding HBM exposure are strengthening pricing power and profitability, while LTAs are expected to reduce future earnings volatility and support a…
Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu, RA Jiwon Seo Investment Rating : BUY (Maintained) Target Price : 1,700,000 KRW (Maintained) Core Momentum : Structurally constrained DRAM capacity is expected to sustain supplier pricing power and extend the memory up-cycle, while multi-year LTAs improve cycle durability and rising net cash supports…
Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyungtae Kim, Hyesu Song Investment Rating : BUY (Maintained) Target Price : 1,900,000 KRW (Upgraded) Core Momentum : Persistent supply-demand imbalances are expected to prolong price increases across DRAM and NAND, while expanding LTAs improve demand visibility and revenue stability, supporting strong earnings growth with…
Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myeongsub Song Investment Rating : Buy (Maintain) Target Price : 1,500,000 KRW (Maintained) Core Momentum : Sharp conventional DRAM contract-price increases are expected to drive a strong Q2 earnings improvement, while the planned ADR listing provides a catalyst for valuation multiple recovery, subject to geopolitical and…
Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Unho Kim Investment Rating : BUY (Maintained) Target Price : 1,800,000 KRW (Maintained) Core Momentum : AI server growth is expected to broaden memory demand from HBM into conventional DRAM and ultimately NAND, creating a full-stack demand structure that supports sustained earnings growth beyond traditional memory-cycle…
Market: KOSPI (000660) Brokerage : Meritz Securities Analyst : Sun-woo Kim / RA : Seo-hyun Woo Investment Rating : Buy (Maintained) Target Price : KRW 2,000,000 (Upgraded) Core Momentum : Record profitability and a substantial valuation discount to global memory peers strengthen SK hynix’s appeal to global investors, while the planned US ADR listing provides…
Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : Sharp DRAM and NAND ASP increases and a richer high-value product mix are expected to drive continued earnings upgrades, while constrained wafer input growth keeps memory supply tight…