Added to YB: 2026-09-15
Pitch date: 2026-09-11
000660.KS [neutral]
SK hynix Inc.
-0.59%
current return
Author Info
No bio for this author
Company Info
SK hynix Inc. through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.
Market Cap
KRW 1320.7T
Pitch Price
KRW 1.7M
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.77
P/E
7.96
EV/Sales
6.63
Sector
Semiconductors and Semiconductor Equipment
Category
value
Office Work Could Drive the Next Token Wave: Translating Astra's Gains into Korean Equity Earnings - SK hynix Inc.
000660.KS (monitor): SK hynix offers direct exposure to a more differentiated memory hierarchy through HBM, server DRAM and enterprise SSDs, but the case cannot rest on aggregate AI revenue or higher HBM supply alone. Product-level volumes and prices, weakness in server DRAM or NAND pricing, and cash generation after capital expenditure and working capital are key; the unresolved question is whether expectations already price in its supply advantage.
Read full article (1 min)