00 000660.KS SK hynix Inc. Loading... HXSCL : Bullish and Bearish Analyst Opinions

The supply-demand imbalance in semiconductors remains intact, as shown by TSMC planning to raise chipmaking prices by 10%, supporting chipmakers like SK hynix and TSMC.

Kimi K3’s open-weight model drives memory demand growth because each customer must independently host the model, requiring HBM and DRAM at every endpoint. Even though per-unit efficiency improves, the sheer number of parameters (2.8T) and concurrent users forces total memory usage higher, benefiting Korean memory suppliers like Samsung Electronics and SK hynix.

Semiconductors overheated and corrected by 35-40%, bringing prices to attractive levels. Memory makers are in a strong 'gap' position with clients directly begging for supply, chip shortage persists, and SK Group chairman confirmed tightness will continue. The recent sharp decline has made valuations reasonable, creating a buying opportunity in Korean semiconductor stocks.

Semiconductors must be held because any index rebound starts with the sector; historically the strongest sector leads the initial bounce. Without a semiconductor recovery, the index cannot rebound. Ownership of Samsung Electronics and SK hynix is essential to capture the recovery.

SK Hynix has fallen excessively without any meaningful bounce, which historically has not happened. A short-term technical rebound is highly likely on any positive catalyst such as its upcoming detailed earnings or Alphabet's results, but heavy overhead supply from recently trapped retail investors and forced credit/unwind selling will cap the upside. The correct strategy is to use any bounce to reduce exposure rather than buy.

Korean memory semiconductor stocks Samsung Electronics and SK Hynix are rebounding from oversold levels as US and Japan peers (Micron, Kioxia) rallied first, and AI competition (Kimi K3) will raise memory demand per server, benefiting domestic memory makers; foreign buying confirms a turning point forming.

Korean semiconductor stocks such as Samsung Electronics and SK Hynix are deeply undervalued and have corrected significantly from their highs. The Kimi K3 shock is merely noise and does not fundamentally threaten US/Korean semiconductor demand, because China’s AI ecosystem remains isolated and relies mainly on its own supply. The US-China tech decoupling ensures continued demand for Korean chips.

Korean memory semiconductor stocks (Samsung Electronics, SK hynix) are set for a rebound. DRAM export unit prices just hit record highs, AI models like Kimi K3 require substantial memory, and big-tech capex is expected to remain strong. The Philadelphia Semiconductor Index historically averages +8% one month and +11.4% two months after a 20%+ drawdown. Spot DRAM prices are surging while stock prices have decoupled sharply, creating a catch-up opportunity. Foreign futures/options positioning suggests a near-term upside bias.

Korean memory chipmakers Samsung Electronics and SK hynix are poised for a rebound as AI Capex remains robust. Big Tech earnings this week (Google, Amazon, Meta, Microsoft) are expected to show continued investment increases, and the absence of pre-announcements suggests results may be solid. The stocks are considered cheap after heavy sell-offs, and buying on dips is recommended.

Memory chip makers Samsung Electronics and SK Hynix are pricing in a halving of next year's operating profit, implying a near rock-bottom valuation of around 10x earnings even after that cut. Despite concerns about unsustainable 80% margins and slowing DRAM price growth, the stocks have become excessively cheap, and a technical rebound is underway as foreign investors re-enter. This offers a bottom-fishing opportunity, though investors should lower their return expectations.

The memory semiconductor sell-off is driven by supply-side factors (ETF leverage unwind, passive fund rebalancing) rather than fundamentals. Samsung Electronics and SK hynix remain extremely undervalued relative to their record earnings, and the price decline should be seen as a buying opportunity rather than a reason to sell.

The recent sell-off in Samsung Electronics and SK Hynix is driven by technical supply-demand dynamics (excessive crowding into semiconductors, passive fund rebalancing, leverage unwinding) rather than fundamental deterioration. Fundamentals remain strong: AI memory demand is highly price-inelastic, HBM pricing is expected to rise 50-100% next year, and overall earnings are surging. Valuations are extremely cheap (e.g., single-digit P/E versus triple-digit in past bubbles), so selling now would be a mistake. The speaker explicitly states 'no selling' and expects both stocks to eventually reach much higher levels as earnings converge with stock prices.

The AI semiconductor cycle is not over; the current sell-off is an overdue correction within a bull market. Big Tech's AI CapEx cannot stop due to the US-China AI supremacy competition and solid free cash flow. Long-term supply agreements (LTA) are changing the memory cycle dynamics, making it less cyclical. Upcoming earnings from SK hynix, Samsung Electronics, and US hyperscalers will confirm that CapEx remains robust, relieving current fears. Shareholder return policy announcements during earnings may also be a catalyst.

Memory semiconductor stocks are showing signs of bottoming and potential rebound, with DRAM no longer declining and early positive signals from Micron, Seagate, and SanDisk; SK Hynix is a key beneficiary.

The sell-off in memory chip stocks has been excessive (35‑40% drop), restoring valuations to normal levels. DRAM and NAND shortages persist, fixed contract prices are still rising and will likely continue to do so through at least the first half of next year. Fund flows show investors buying on the dip rather than capitulating, and the previous overheating is now purged. This creates a strong opportunity to accumulate Samsung Electronics and SK hynix.

The market sell-off was overdone. Samsung Electronics and SK hynix showed strong defense yesterday, and their rebound should lead today's recovery. Spot memory prices are surging, and fixed-price contracts will follow, which should stabilize and lift semiconductor stocks from early/mid August. The worst for memory chips may be passing.

The drop in memory stocks due to the release of China's Kimi 3 AI model is an overreaction; Chinese AI development will likely increase demand for cost-effective memory, keeping supply tight.

Memory semiconductor stocks rose overnight despite Nasdaq weakness, and the continued AI infrastructure build-out (Nvidia NCP ecosystem, Brookfield, Microsoft AMD racks, China Galaxy Project) signals sustained demand, making Korean memory semis a buy today.

The AI transformation is still in a very early cycle, comparable to the early days of the internet in 1996. Human attempts to beat AI (like the professional Go player Shin Jin-seo handicapping himself against a PC with four GPUs) reflect denial that will eventually give way to widespread adoption. The current skepticism and controversy about AI being a bubble are actually typical of early-stage innovations, not a peak. This structural trend will drive sustained demand for semiconductors in the long run.

Moonshot AI's Kimi K3 launch caused an immediate computing resource shortage, forcing to halt new subscriptions, which highlights that the root problem is computing power. With more advanced AI models requiring far more memory capacity and only a small number of suppliers like Samsung Electronics and SK hynix, memory chip makers are the clear beneficiaries of sustained demand.

Deleveraging, credit unwinding, and massive global semiconductor fund outflows signal a market capitulation bottom. Samsung Electronics and SK hynix are now the last stand being fiercely defended by investors — they showed relative strength with green candles even as the rest of the market collapsed. The upcoming earnings reports (SK hynix final, Samsung final with guidance) will act as catalysts, and guidance will be strong. After a 35–40% correction, the stocks are deeply undervalued. Yoo maintains long-term price targets of 250,000–300,000 won for SK hynix and 30,000–35,000+ won for Samsung Electronics, and believes the trend is not over — this is a buying and holding opportunity.

SK hynix is down about 40% from its peak, mirroring past deep corrections in market-leading stocks like NVIDIA. The stock is now near a bottom. AI-driven server DRAM demand remains strong, and the ADR is already rallying in after-hours trading. The excessive sell-off presents a buying opportunity.

Many retail investors hold Samsung Electronics and SK hynix at average costs as high as 190,000–200,000 won for SK hynix, putting them deep underwater. This creates a risk of cascading forced selling. To reduce psychological and margin pressure, investors with high average purchase prices should consider trimming positions and re-entering later at better levels.

SK Hynix is deeply undervalued relative to Micron, trading at just 5-6x forward P/E even though the HBM/DDR5 memory upcycle remains intact. Supply-demand distortions from leveraged ETFs and foreign selling have created a 20%+ gap against Micron beyond common factors. The LTA contract structure supports pricing, and recent DDR5 spot price surges confirm strong server demand. Once AI capex fears ease around big tech earnings, the stock should rebound sharply.

Big tech companies will increase capex by 30% or more to meet surging AI demand, confirmed in upcoming earnings (Alphabet, Microsoft, Meta, Amazon). Korean memory leaders are oversold; hedge funds started buying back semi stocks last week; server DRAM spot prices remain strong (triple fixed price), disproving fears of a price collapse. The sell-off is overdone and a recovery is coming.

Korean semiconductor large-caps SK Hynix and Samsung Electronics have fallen sharply without any meaningful bounce, SK Hynix has formed a double bottom, foreign investors are accumulating futures and large caps, and upcoming global tech earnings could be a positive catalyst; a short-term technical rebound is highly probable, and he recommends buying in portions for the bounce while planning to trim exposure on the rebound.

The current correction in Korean semiconductor stocks (Samsung Electronics, SK Hynix) is driven by momentum overcrowding and unwinding, not a fundamental breakdown. If the AI capex cycle is structural and not a typical cyclical peak, then current valuations of around 5x P/E are unjustifiably low. The deceleration in earnings growth from extreme levels does not signify a peak under this structural view. Foreign selling is likely near exhaustion, and a recovery in the relative strength of semis vs. hyperscalers could trigger renewed foreign buying. Strong margins and AI-related demand support the case.