Loading...

HBM And DRAM Demand Will Reshape Semiconductor Markets Amid Risks

Published
07 Nov 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
₩379,577.78
12.8% overvalued intrinsic discount
04 Oct
₩428,000.00
Loading
1Y
130.1%
7D
8.2%

Author's Valuation

₩379.58k12.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 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 on19 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 on04 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 on31 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 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%.