HBM And DRAM Demand Will Reshape Semiconductor Markets Amid Risks

AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Published
07 Nov 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
₩331,105.56
22.5% undervalued intrinsic discount
07 Aug
₩256,500.00
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1Y
49.6%
7D
-0.6%

Author's Valuation

₩331.1k

22.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 0.56%

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 on01 May 25
Fair value Increased 9.73%

Shared on23 Apr 25
Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 11%

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