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A000660: Next Generation AI Memory Will Drive Sector Leadership

Published
07 Nov 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
214.3%
7D
-3.4%

Author's Valuation

₩623.34k10.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 47%

Narrative Update: Analyst Price Target Raised for SK hynix Analysts have raised their fair value estimate for SK hynix from ₩424,439 to ₩623,343. This reflects updates to valuation assumptions, even though outlooks for revenue growth and profit margins have been tempered.

Shared on 18 Oct 25

Fair value Increased 12%

Analysts have raised their price target for SK hynix from ₩379,578 to ₩424,439, citing expectations for stronger revenue growth and improved profit margins in upcoming periods. What's in the News SK hynix signed a strategic long-term supply agreement with Qnity, DuPont's Electronics business, to secure advanced polishing pads for next-generation semiconductor manufacturing.

Shared on 04 Oct 25

Fair value Increased 8.41%

Analysts have raised their price target for SK hynix from ₩350,133 to ₩379,578, citing improved revenue growth estimates and expanding profit margins as key factors behind the updated valuation. What's in the News SK hynix completed development and is preparing to begin mass production of HBM4, the next-generation high-bandwidth memory for ultra-high performance AI, featuring industry-leading speed and power efficiency.

Shared on 19 Sep 25

Fair value Increased 5.45%

The upward revision in SK hynix’s price target is primarily driven by stronger expected revenue growth and a modest decrease in the discount rate, resulting in a new consensus fair value estimate of ₩350,133. What's in the News SK hynix completed development and preparation for mass production of HBM4, the industry's highest bandwidth and most power-efficient memory, targeting next-generation AI with doubled I/O terminals and over 40% power savings.

Shared on 04 Sep 25

Fair value Increased 0.042%

SK hynix’s analyst price target was only marginally revised upward, reflecting essentially unchanged revenue growth and future P/E forecasts, with fair value moving nominally from ₩331,911 to ₩332,050. What's in the News SK hynix assembled the industry's first High NA EUV lithography system at its M16 plant, enabling finer transistor patterns, higher density, and improved DRAM performance and competitiveness.

Shared on 31 Jul 25

Fair value Increased 0.81%

With no material changes in either the discount rate or future P/E, analysts have kept SK hynix’s fair value estimate essentially unchanged at ₩329255. What's in the News SK hynix unveiled a long-term DRAM technology roadmap, introducing the 4F2 VG platform with vertical gate structure to enable higher integration, speed, and lower power, and positioning 3D DRAM as the future of memory.

Shared on 01 May 25

Fair value Increased 9.73%

Shared on 23 Apr 25

Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 8.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 11%

AnalystConsensusTarget has decreased revenue growth from 22.0% to 17.2%.