Category: Semiconductors

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilyhun Baik, Seokmin Lim Investment Rating : BUY (Maintained) Target Price : 1,900,000 KRW (Upgraded) Core Momentum : Stronger-than-expected DRAM and NAND pricing is expected to drive substantial Q2 earnings upside, while favorable long-term contract pricing strengthens cash-flow visibility and reduces memory-cycle earnings volatility. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta | Memory Pricing · Long-Term Contracts · Earnings Stability / 2026-04-23” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,660,000 KRW (Upgraded) Core Momentum : Elevated DRAM and NAND pricing combined with persistently tight memory supply is expected to sustain high profitability, while expanding LTAs reduce oversupply risk and strengthen earnings visibility through 2028….

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · LTA · Supply Tightness / 2026-04-23” »

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Unho Kim Investment Rating : BUY (Maintained) Target Price : 1,800,000 KRW (Upgraded) Core Momentum : Rising memory content per AI server is expected to accelerate server DRAM demand and bit growth, intensifying conventional DRAM supply tightness and supporting sustained ASP and earnings growth. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Server DRAM · Supply Tightness / 2026-04-15” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY Target Price : 1,300,000 KRW (Upgraded) Core Momentum : Sustained contract-price increases and conventional DRAM supply shortages are expected to support strong earnings growth through 2027, while expanding LTAs provide price-floor protection and strengthen earnings visibility. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment | Contract Pricing · LTA · DRAM Supply Shortage / 2026-04-09” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuhak Park Investment Rating : BUY (Maintain) Target Price : 1,300,000 KRW (Maintained) Core Momentum : Sharp price increases in server DRAM and enterprise SSDs are expected to drive first-half earnings above market expectations, while HBM4 commercialization provides additional momentum for continued Q2 earnings growth. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom | Server DRAM · eSSD · Earnings Upgrades / 2026-04-09” »

Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyungtae Kim, Hyesu Song Investment Rating : BUY (Maintained) Target Price : 1,500,000 KRW (Upgraded) Core Momentum : Sustained DRAM and NAND price increases amid constrained supply are expected to drive record profitability, while expanding LTAs strengthen supplier pricing power and extend earnings visibility in…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Memory Pricing · LTA · Supplier Pricing Power / 2026-04-06” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Expanding multi-year LTAs with big-tech customers are expected to provide downside protection for memory pricing and reduce oversupply risk, supporting sustained high margins and structurally elevated ROE despite macro…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Multi-Year LTA · Price Downside Protection · ROE Sustainability / 2026-04-06” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim, RA Younggyu Kim Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : Broad-based memory price increases led by strong server demand and accelerated mobile and PC procurement are driving substantial earnings upgrades, while more binding LTAs are expected to…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Earnings Upgrades · LTA / 2026-04-02” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Resilient DRAM spot and contract pricing despite macro and geopolitical uncertainty indicates limited fundamental deterioration, while sustained earnings visibility and the sharp decline in forward P/B reinforce valuation appeal…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing Resilience · Earnings Visibility · Valuation Appeal / 2026-04-01” »

Market: KOSPI (000660) Brokerage : iM Securities Investment Rating : Buy (Maintain) Target Price : 1,500,000 KRW (Upgraded) Core Momentum : Sharp DRAM and NAND ASP increases are driving substantial earnings upgrades, while sustained server shipment growth and rising memory content supported by Big Tech Capex are critical to extending demand momentum beyond the first…

Read More “[Research] SK hynix (000660 / SKHY) – iM Securities | Memory ASP · Server Demand · Earnings Upgrades / 2026-03-31” »