000660.KS SK hynix Inc. Loading... : Bullish and Bearish Analyst Opinions
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08:00
Sep 05
Sep 05
External AI chips drive memory supercycle.
Strong won will hurt weaker companies, but memory makers are relatively defensive: dollar-based memory prices are still rising 10-20% QoQ in Q3 and high-value HBM4 mix is increasing, so Samsung Electronics and SK Hynix should largely offset FX headwinds and report more resilient earnings than the market fears.
HIGH
02:00
Sep 05
Sep 05
Korean memory leaders deeply undervalued, re-rating
Citi turned more positive on Korean semiconductor companies after receiving heavy buy-side questions about tariff risk. Samsung Electronics and SK hynix are trading at downturn-like valuations with 12-month forward P/E ratios near 4.0-4.3x, while Nomura also calls the undervaluation severe and maintains much higher target prices. The memory cycle is tightening, and the speaker expects re-rating when foreign supply returns, though near-term supply may be slow.
HIGH
02:00
Sep 05
Sep 05
Samsung/SK hynix recover via shareholder return
The memory cycle is not at its peak and Samsung Electronics and SK hynix should recover most prior highs, but the next leg depends on shareholder return. If buybacks and dividends build trust with investors, Korean semiconductor PER multiples can re-rate even as operating profit plateaus.
HIGH
23:30
Sep 04
Sep 04
Hold Samsung and SK hynix long-term.
Samsung Electronics and SK hynix are being sold by panicked retail investors and passive foreign flows, but long-term foreign buyers are accumulating the same names. Fundamentals and shareholder-return improvements remain acceptable for long-term accumulation. Short-term traders should reduce because the range has narrowed, but long-term holders should hold or add rather than dump.
HIGH
23:00
Sep 04
Sep 04
Semiconductor target cuts are FX, not demand.
Citi and domestic brokerages are cutting price targets for Korean memory semiconductor names such as SK hynix because the stronger won trims reported earnings. Lee argues this is a currency translation issue, not a deterioration in the underlying semiconductor business. The market is already absorbing the bad news in advance, so investors should not interpret the target cuts as a sign that semiconductor demand or AI-related buying is collapsing.
MED
21:00
Sep 04
Sep 04
Hynix right shoulder targets 230-250.
SK hynix's 2Q miss was attributed to high-priced HBM being pushed to the next quarter. If that high-priced volume is recognized in 3Q, the stock should rally into the September-October earnings window and build the right shoulder, likely toward the 230,000-250,000 won area as foreign buying returns on Halloween-related effects; year-end YMTC listing is a later overhang.
HIGH
19:23
Sep 04
Sep 04
UBS projects semi revenue growth through 2028
UBS semiconductor revenue forecast tags NVDA, INTC, AMD, MU, SNDK, SKHY, and AVGO with industry sell-in reaching $1.63tn in 2026E, $2.43tn in 2027E, and $2.72tn in 2028E; no directional commitment.
LOW
19:19
Sep 04
Sep 04
LTAs reduce memory cyclicality; watch SK Hynix
Watch SK Hynix as the author argues LTAs reduce cyclicality and support higher valuations, but he does not explicitly state a position in the stock.
MED
13:30
Sep 04
Sep 04
Buy Samsung Electronics, SK Hynix on breakout.
Cha argues market sentiment is concentrating in Samsung Electronics over Samsung Electro-Mechanics: Samsung Electronics is cheaper, offers at least 30% upside, and has a Nomura target around 600,000 won. If Samsung Electronics prints a strong bullish breakout through its base, money should chase Samsung Electronics and SK Hynix together.
HIGH
12:30
Sep 04
Sep 04
SK Hynix may rise after buyback.
SK Hynix is being held back while its buyback program lasts because foreign investors can sell into that bid without hitting the price. He thinks the stock may start rising after the buyback ends around early October, with earnings season and potential foreign re-entry as catalysts, though he acknowledges this is partly hope rather than certainty.
LOW
11:30
Sep 04
Sep 04
Solidigm IPO remains possible risk.
Yeom reads SK hynix's Solidigm pre-IPO disclosure as not a denial: a Nasdaq listing remains one of several options under review. He notes Solidigm has become a valuable AI data-center enterprise SSD business, so listing without shareholder protection would dilute SK hynix shareholders' upside and likely trigger backlash. His base case is that it probably will not be forced through, and current stock-price impact is limited.
MED
11:04
Sep 04
Sep 04
AI infrastructure fundamentals remain very strong.
AI infrastructure fundamentals are stronger than macro noise. NVIDIA's Hugging Face acquisition shows AI ecosystem control, Dell and Snowflake posted AI-driven earnings and growth acceleration, and Broadcom's 2028 AI data-center revenue target implies huge custom accelerator and networking demand. Korean semiconductor names are lagging but should catch up.
HIGH
11:02
Sep 04
Sep 04
Buy Samsung/SK Hynix memory supercycle.
Nomura expects memory supply shortages to last until 2028 because AI demand is overwhelming supply. Long-term contracts with premiums of up to 20% and strong penalty clauses give Samsung Electronics, SK Hynix, and Micron unprecedented earnings visibility. The firm sees Samsung and SK Hynix as seriously cheap, with targets of 670,000 won and 4.7 million won respectively; won strength is a near-term risk but rising memory ASPs should offset it.
HIGH
11:00
Sep 04
Sep 04
Samsung, SK hynix Q3 earnings revive rally.
The October earnings season is likely to revive the market, with Samsung Electronics and SK hynix third-quarter results becoming a positive catalyst; the market had unfairly written down semiconductor earnings after Q2, and strong Q3 numbers can break that pessimism.
HIGH
10:35
Sep 04
Sep 04
Author provides a broad geopolitical supply-chain analysis of US/China tensions and chokepoints.
Author provides a broad geopolitical supply-chain analysis of US/China tensions and chokepoints, but frames it as opinion and "shower thoughts" without stating any current positions or forward-looking trade calls, so all tickers are indexed as watch.
10:00
Sep 04
Sep 04
Semiconductor leaders need time, not selling
Lee argues that AI beneficiaries such as Samsung Electronics and SK Hynix could improve overall market supply and create a liquidity priming effect if they return more cash through buybacks and share cancellations. He notes SK Hynix is already doing an aggressive employee compensation buyback that appears ahead of schedule, while Samsung Electronics has announced a large treasury program but still needs to add share cancellation to make it credible. He expects these shareholder-return actions to eventually be reflected in share prices.
HIGH
08:17
Sep 04
Sep 04
Korean semiconductor fundamentals justify catching up
Korean semiconductor stocks, especially Samsung Electronics and SK hynix, are only catching up to U.S. AI names. Their fundamentals are strong and HBM/memory pricing is better than feared, so current underperformance is a macro and supply-demand mismatch rather than a reason to exit.
MED
06:47
Sep 04
Sep 04
Rate-sensitive Korean tech leads Asia gains
Asian markets are gaining as investors pare bets on Federal Reserve rate hikes, with rate-sensitive tech names like Samsung Electronics and SK Hynix driving the gains.
MED
06:00
Sep 04
Sep 04
Memory shortages and pricing power continue.
SemiAnalysis says the Rubin Ultra HBM spec reduction is a sign of supply shortage, not demand weakness, and gives memory suppliers pricing power. Morgan Stanley sharply raised DRAM price forecasts, and Goldman Sachs now sees DRAM and NAND shortages deepening into 2026-2027; DDR5 spot prices are holding despite lower token costs.
HIGH
05:29
Sep 04
Sep 04
SK Hynix deeply embedded in Nvidia HBM supply chain.
The author suggests SK Hynix is deeply embedded in Nvidia's HBM roadmap and views the upcoming meeting as a signal that Nvidia's AI ecosystem is evolving into an integrated supply chain, which bodes well for strategic suppliers like SK Hynix.
MED
03:05
Sep 04
Sep 04
HBM/DRAM tight; ASP rising through 2028.
DRAM supply is expected to remain tight through 2028, with HBM-led pricing driving DRAM ASP up 15% in Q3, 5% in Q4 and 22% next year; more than half of revenue is LTA-linked, reducing earnings volatility. China on-site checks show AI infrastructure demand surging and shifting from government subsidies to real CSP/model demand, and recent big-tech capex chatter says 60-70% of next-year capex will go to memory. China's HBM self-sufficiency is lower than expected and HBM capex intensity is near 4x, so China-driven DRAM oversupply is likely limited.
HIGH
02:48
Sep 04
Sep 04
Won strength pressures Samsung and Hynix estimates
The won has strengthened sharply from the 1,500s to the 1,300s against the dollar. Even with strong semiconductor exports, HBM demand, and LTA contracts, Samsung Electronics and SK Hynix third-quarter revenue consensus may need to be trimmed on FX, making the semiconductor sector less positive near term.
MED
01:22
Sep 04
Sep 04
Buybacks remain despite offsetting block deals
Samsung Electronics and SK Hynix buybacks are not over; yesterday's seemingly light 1.5 trillion won buyback was offset by block deals, including POSCO, so underlying buyback support remains intact, though price strength still needs foreign inflows.
MED
00:53
Sep 04
Sep 04
Prefer Samsung over SK Hynix now.
Park argues that if consensus for 2027 semiconductor earnings of roughly 530-550 trillion won is intact, the current fear in Samsung Electronics and SK Hynix is overdone. As fear increases and prices fall, investors should buy into Samsung Electronics and SK Hynix on weakness because the stocks have become attractively priced and upcoming earnings should reduce the fear.
MED
00:18
Sep 04
Sep 04
Avoid memory and AI momentum semiconductors
AI/memory/momentum semis are distributing while the broad market is green: DRAM, Micron, SK hynix and the semiconductor complex are red/down, Broadcom crushed earnings and fell, and after the Leopold blowup he does not expect momentum leaders to V-recover. Micron looks gross and money is rotating to crypto.
MED
00:14
Sep 04
Sep 04
Korean HBM share keeps strengthening.
Samsung Electronics' HBM share has risen meaningfully while SK Hynix and Micron both gave up some share. Korean memory makers remain strong in HBM, with SK Hynix still holding first place and Samsung improving, supporting the Korean memory complex.
MED
23:08
Sep 03
Sep 03
US tariff pressure threatens Korean chipmakers
Kwon Soon-woo warns that U.S. semiconductor tariff and factory construction pressure is intensifying on Samsung Electronics and SK hynix. Washington is using tariffs and incentives to force U.S. fab investment, and the historical U.S.-Japan semiconductor pact shows such pressure can become a serious threat to Korean chipmakers even though Korea benefited from that episode in the past.
HIGH
22:52
Sep 03
Sep 03
Author reports CXMT's strong Q2 2026 bit growth as a factual data point.
Author reports CXMT's strong Q2 2026 bit growth as a factual data point, with no personal position or forward call on the listed tickers.
19:22
Sep 03
Sep 03
Portfolio reweighting shows reduced positions in existing holdings, new small stakes added.
Portfolio reweighting shows reduced positions in existing holdings, new small stakes added, and complete exits from ten tickers, reflecting a strategic shift toward cash and selective reallocation.
18:29
Sep 03
Sep 03
J.P. Morgan's DRAM/HBM bit growth forecast is a factual research summary.
J.P. Morgan's DRAM/HBM bit growth forecast is a factual research summary, not a directional trade call.
About 000660.KS Analyst Coverage
Buzzberg tracks 000660.KS (SK hynix Inc.) across 122 sources. 1782 bullish vs 24 bearish calls from 440 analysts. Sentiment: predominantly bullish (62%). 2823 total trade ideas tracked. Past 7 days: 65 bullish, 67 watch. Latest voices: Noh Geun-chang, Lee Ju-hyeon, Sung Sang-hyun.