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.
- The company began mass production of 321-layer 2Tb QLC NAND flash, achieving the world's first QLC implementation with over 300 layers, doubling capacity and significantly improving speed, efficiency, and targeting AI data centers and high-end SSD markets.
- SK hynix started supplying mobile DRAM with High-K Epoxy Molding Compound, substantially improving thermal conductivity and reducing heat for better smartphone performance and battery life.
- SK hynix and Sandisk signed an MOU to collaborate on establishing standards and specifications for High Bandwidth Flash technology, aiming for breakthrough memory capacity and bandwidth for AI inference workloads.
- The company presented a 30-year DRAM technology roadmap, introducing next-generation vertical gate (VG) and 4F2 cell technologies for higher integration, speed, and efficiency, along with future 3D DRAM innovations.
Valuation Changes
Summary of Valuation Changes for SK hynix
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₩331911 to ₩332050.
- The Consensus Revenue Growth forecasts for SK hynix remained effectively unchanged, moving only marginally from 8.4% per annum to 8.5% per annum.
- The Future P/E for SK hynix remained effectively unchanged, moving only marginally from 12.03x to 12.01x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.