Update shared on 17 Nov 2025
Fair value Increased 6.12%Analysts have raised their price target for SK hynix from 623,343 KRW to 661,505 KRW. This change reflects increased confidence in the company's growth outlook and improved expectations for revenue and profitability.
What's in the News
- SK hynix unveiled its next-generation NAND storage product lineup, the AIN (AI-NAND) Family. The lineup focuses on solutions optimized for performance, bandwidth, and density to meet the rapid growth in AI inference demand (Key Developments).
- The company has completed development and prepared for mass production of HBM4, a next-generation high bandwidth memory product. HBM4 offers industry-leading data processing speed and power efficiency for AI applications (Key Developments).
- SK hynix began supplying its ZUFS 4.1 mobile NAND solution, marking the world's first mass production of this technology. This provides significant boosts to smartphone AI capabilities and app launch speeds (Key Developments).
- The firm assembled the industry's first High NA EUV lithography system for mass production. This enables finer patterns and higher chip density, advancing memory technology leadership (Key Developments).
- SK hynix announced mass production of its 321-layer 2Tb QLC NAND flash, the world's first QLC product with more than 300 layers. This targets higher performance and capacity for AI data centers and consumer devices (Key Developments).
Valuation Changes
- Fair Value: Increased from ₩623,343 to ₩661,505, reflecting a stronger outlook for SK hynix's intrinsic value.
- Discount Rate: Risen slightly from 10.65% to 10.99%, indicating a marginally higher expected risk or required return.
- Revenue Growth: Edged up from 6.05% to 6.22%, suggesting improved expectations for the company's top-line expansion.
- Net Profit Margin: Improved marginally from 27.33% to 27.43%, pointing to slight gains in projected profitability.
- Future P/E: Climbed from 21.32x to 22.64x, signaling higher anticipated valuation multiples for SK hynix.
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