2026-11-02 → 11-04 Earnings Bull
SK Hynix Q3 Inventory Turnover Hits 3-Year High, Receivables Surge 321% Today: JPMorgan sees 96% HBM ASP increase in 2027E; KIS sees Q4 DRAM ASP +18% QoQ
D1 -1.0% · +5d -9.0%
› 2 waves of this story2026-11-02 Seeking Alpha rates Buy; inventory and receivables data confirm sustained memory demand2026-11-04 Today: JPMorgan sees 96% HBM ASP increase in 2027E; KIS sees Q4 DRAM ASP +18% QoQ2026-10-31 → 11-01 Analyst Bull
SK Hynix HBM/DRAM Sold Out Through 2029, Multi-Source Confirmed Q3 revenue tops ₩100T; Korea chip exports surge, reinforcing demand outlook
D1 -1.0% · +5d -9.0%
› 2 waves of this story2026-10-31 Seeking Alpha reiterates Buy; LTAs cover through 2029, US ADRs at discount to Korean shares2026-11-01 Q3 revenue tops ₩100T; Korea chip exports surge, reinforcing demand outlook2026-10-28 → 10-31 Earnings Bull
SK Hynix Q3 Record Earnings Followed by Pullback, AI Memory Demand and Shareholder Returns in Focus After record Q3 results, stock pulls back with AI trade, but analysts remain bullish on AI memory demand and valuation.
D1 +13.3% · +5d -13.1%
› 4 waves of this story2026-10-28 Ahead of earnings, media focus on potential beat; Anthropic IPO lifts AI sentiment, but high capex and margin uncertainty weigh2026-10-28 Record revenue/profit, strong AI memory demand, shares surge2026-10-29 Multiple outlets confirm record results and $75B return plan, with divergent views on valuation and supply constraints2026-10-31 After record Q3 results, stock pulls back with AI trade, but analysts remain bullish on AI memory demand and valuation.2026-10-29 Company Bull
Samsung Q3 Results and Capex Hike Reinforce AI Memory Cycle for SK Hynix Samsung's profit surge, capex raise, and record 2027 outlook confirm AI memory demand and tight supply
D1 -1.6% · +5d -23.6%
2026-10-28 Earnings
Earnings report 第三季度营收达104.6万亿韩元，环比增长32%，同比增长328%，首次单季突破100万亿韩元。
D1 +13.3% · +5d -13.1%
2026-10-28 Company Bull
SK Hynix Sees Memory Supply Constraints Through 2030 Guides DRAM demand +20% in 2027, supply constraints support prices
D1 +13.3% · +5d -13.1%
2026-10-27 Earnings
Earnings report 第三季度营收达104.6万亿韩元，环比增长32%，同比增长328%，首次单季突破100万亿韩元。
D1 +1.9% · +5d +3.7%
2026-10-24 → 10-26 Earnings Bull
SK Hynix Plans 16 Trillion KRW Special Dividend, May Announce During Earnings Week Multiple sources confirm the company is reviewing shareholder return measures; special dividend may be announced with today's earnings
D1 +4.1% · +5d +3.6%
› 4 waves of this story2026-10-24 BofA sees added buybacks/dividends at earnings; multiple sources flag report date2026-10-24 BofA expects SK hynix and Samsung to boost dividends/buybacks at earnings; combined 55T won buybacks done2026-10-26 Multiple sources report special dividend and shareholder return plans; earnings due this week2026-10-26 Multiple sources confirm the company is reviewing shareholder return measures; special dividend may be announced with today's earnings2026-10-25 Analyst
SK hynix earnings week nears as Goldman cuts KOSPI target Goldman cut KOSPI target to 9,000 from 12,000, calling pessimism on chip earnings excessive; SK hynix reports Tuesday
D1 +4.1% · +5d +3.6%
2026-10-23 Capital Bull
SK Hynix scraps Solidigm US IPO, shares swing from loss to gain Scrapping IPO eases regulatory concerns, investors reward asset retention, shares rebound ~4%
D1 +4.0% · +5d +8.9%
2026-10-22 Company Bull
Nvidia CEO says no memory glut, supporting SK Hynix demand outlook Huang's comments plus tier-1 server maker demand growth ease 2029 oversupply fears
D1 -8.1% · +5d +23.1%
2026-10-22 Capital Bull
SK Hynix Sees New Institutional Stake and Large Call Buying DUTCH ASSET opened a position; $18M+ in call options bought in 3 minutes signals rising investor interest
D1 -8.1% · +5d +23.1%
2026-10-17 → 10-21 Company Bull
Memory Shortage and AI Demand Persist, Boosting SK Hynix Korea chip exports surge 222.5%; SPCX results ease AI capex fears, lifting SK Hynix shares
D1 +4.7% · +5d -0.2%
› 2 waves of this story2026-10-17 Independent comments from Dell and Musk reinforce tight HBM/DRAM supply outlook, supporting SK Hynix earnings2026-10-21 Korea chip exports surge 222.5%; SPCX results ease AI capex fears, lifting SK Hynix shares2026-10-19 Company Bull
Nvidia Requires SK hynix et al. to Use TSMC 3nm; HBM Prices Seen Doubling Samsung joins SK hynix and Micron in using TSMC for NVHBM base die; HBM prices may double by 2030
D1 +4.7% · +5d -0.2%
› 2 waves of this story2026-10-19 Multiple sources confirm SK Hynix required to adopt TSMC 3nm; HBM prices projected to double by 2030, strengthening its high-end position2026-10-19 Samsung joins SK hynix and Micron in using TSMC for NVHBM base die; HBM prices may double by 20302026-10-19 Earnings Bull
SK hynix Q3 Preview: Revenue Expected Up 336% YoY Analysts project 37% QoQ and 336% YoY revenue growth on AI-driven memory demand
D1 +4.7% · +5d -0.2%
2026-10-17 Company Bear
CXMT Swings to Profit, Intensifying China DRAM Competition for SK Hynix Chinese memory maker's profitability plus 2029 oversupply fears weigh on SK Hynix valuation
D1 +4.7% · +5d -0.2%
2026-10-15 Other Bear
Korean media warns of 2029 memory oversupply, pressuring SK Hynix New capacity may cause oversupply by 2029, leaving Korea 2-3 years to pivot
D1 -1.0% · +5d -9.9%
2026-10-15 Company
SK Hynix seeks China equipment export approval in exchange for US plant Negotiating with US to export equipment to China for a new US NAND plant, balancing export controls
D1 -1.0% · +5d -9.9%
2026-10-14 Other Bear
Musk Criticizes SK Hynix Memory Pricing, Praises Micron as Reasonable Musk's public stance affects sentiment, highlighting pricing disputes
D1 -6.1% · +5d -2.9%
2026-10-14 Company Bear
CXMT Targets Server Memory, SK Hynix Stock Under Pressure Chinese rival enters high-density server memory, intensifying competition
D1 -6.1% · +5d -2.9%
2026-10-13 Company Bear
SK Hynix Seoul Shares Fall 5th Day, Market Cap Erased ~$8.5B Seoul selloff extends on AI valuation worries and China competition concerns
D1 -3.2% · +5d -11.0%
2026-09-26 → 10-12 Capital
Solidigm IPO Could Value at $100B, SK Hynix Faces Dilution Risk Potential IPO may unlock value, but dilution risk and AI-memory strength coexist
D1 -5.0% · +5d +7.2%
› 5 waves of this story2026-09-26 Potential IPO of unit could unlock value, boosting capital markets profile2026-09-26 Solidigm's IPO plan draws attention, potentially a key capital move for SK hynix2026-09-28 Bloomberg reports Solidigm IPO valuation around $100B, differing from earlier Reuters' $150B, but listing process advances2026-10-08 Bloomberg reports Solidigm has tapped banks for a potential US IPO valued around $100B, extending prior listing speculation2026-10-12 Potential IPO may unlock value, but dilution risk and AI-memory strength coexist2026-10-07 → 10-10 Company Bull
AMD CEO in Korea for HBM4 supply talks, backing SK hynix multi-gen partnership AMD CEO's Korea visit to secure HBM4 supply reinforces SK hynix's role in AI memory chain
D1 -2.4% · +5d -17.2%
› 2 waves of this story2026-10-07 AMD confirms multi-generation HBM partnership and CEO visit to secure HBM4 supply, reinforcing SK Hynix's AI memory leadership2026-10-10 AMD CEO's Korea visit to secure HBM4 supply reinforces SK hynix's role in AI memory chain2026-10-05 → 10-09 Analyst Bull
Samsung Q3 Record Profit Reinforces SK Hynix Memory Cycle Samsung's strong memory results confirm AI-driven supercycle, positive for SK Hynix
D1 -0.1% · +5d -16.8%
› 4 waves of this story2026-10-05 Dominant HBM position confirmed by multiple sources; Bernstein projects $300B+ operating profit by 2028, reinforcing long-term growth2026-10-06 Barclays maintains Buy, adding to Bernstein's high forecast, institutions remain bullish on HBM leader2026-10-08 Samsung's preliminary Q3 operating profit of 107.4T KRW (+783% YoY) confirms AI-driven memory demand, positive for SK Hynix's sector outlook2026-10-09 Samsung's strong memory results confirm AI-driven supercycle, positive for SK Hynix2026-09-26 → 10-04 Analyst Bull
HBM demand growth may outpace DRAM, benefiting SK hynix HBM shifts from swappable part to chip-integrated design with Nvidia controller in stack, strengthening SK hynix supply position
D1 -5.0% · +5d +7.2%
› 3 waves of this story2026-09-26 Macquarie sees HBM revenue surpassing DRAM in 2027, benefiting SK hynix as a key HBM supplier2026-10-03 JPM sees HBM margins catching DRAM, 2027 ASP may rise over 100%2026-10-04 HBM shifts from swappable part to chip-integrated design with Nvidia controller in stack, strengthening SK hynix supply position2026-10-03 Analyst Bull
SK Hynix Analysts See 30.9% Upside, Triangle Pattern Forms Multiple sources note upside potential and consolidation, but no new fundamentals
D1 -0.1% · +5d -16.8%
2026-09-29 Product Bull
SK Hynix Validates HBM5 with TSMC CoWoS, Ahead of HBM4 Ramp Early HBM5 validation shows SK Hynix's leading position in AI memory design wins, boosting future platform competitiveness
D1 +2.6% · +5d -2.2%
2026-09-18 → 09-28 Company
SK Hynix Denies Japan Fab Construction Start, Says No Decision Made Korean media reports foundation work in Tohoku, but company says 'no decision yet', pending confirmation
D1 +2.5% · +5d +2.2%
› 2 waves of this story2026-09-18 Multiple sources confirm US NAND fab site review underway2026-09-28 Korean media reports foundation work in Tohoku, but company says 'no decision yet', pending confirmation
