Update shared on 01 Nov 2025
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.
What's in the News
- SK hynix unveiled its next-generation AI-NAND (AIN) storage lineup at the 2025 OCP Global Summit, with solutions tailored to the high-speed and high-capacity demands of AI workloads. The company plans to provide industry samples by the end of 2026. (2025 OCP Global Summit)
- Mass production of HBM4, the advanced high bandwidth memory for AI, has been completed. This new memory boasts doubled data processing speeds and more than 40% power efficiency improvement compared to the prior generation. (Company announcement)
- The company began supplying ZUFS 4.1, the world's first mass-produced mobile NAND solution based on Zoned UFS technology. This solution promises substantially faster app and AI performance and improved error-handling for reliability. (Company announcement)
- SK hynix assembled the industry’s first High NA EUV lithography system at its M16 plant, boosting precision and chip density for next-generation memory products. (Company announcement)
- A new strategic agreement was signed with DuPont’s Electronics business (Qnity) to supply advanced CMP polishing pads for semiconductor manufacturing. This agreement underscores a commitment to innovation in memory fabrication. (SEMICON West event)
Valuation Changes
- The Fair Value Estimate has increased significantly, rising from ₩424,439 to ₩623,343.
- The Discount Rate has changed negligibly, settling at 10.65% from 10.65% previously.
- The Revenue Growth Outlook has fallen considerably, dropping from 11.54% to 6.05%.
- The Net Profit Margin projection has edged down, moving from 28.68% to 27.33%.
- The Future P/E Ratio has increased notably, shifting from 13.0x to 21.3x.
Disclaimer
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