Update shared on19 Sep 2025
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.
- The company began mass production and supply of ZUFS 4.1, the world's first high-performance mobile NAND solution with sequential data writing, significantly improving AI and app performance in smartphones.
- SK hynix assembled the industry's first High NA EUV lithography system for mass production, enabling much finer patterns, higher transistor densities, and stronger leadership in advanced DRAM technology.
- SK hynix started supplying mobile DRAM with innovative High-K Epoxy Molding Compound, delivering 3.5x improved thermal conductivity and prolonged device lifespan for high-performance smartphones.
- SK hynix completed development and started mass production of the world's first 321-layer 2Tb QLC NAND flash, doubling data transfer speed and improving power efficiency for AI data centers and ultra-high-capacity enterprise SSDs.
- SK hynix and Sandisk signed an MOU to co-develop and standardize High Bandwidth Flash technology, aiming to deliver bandwidth comparable to HBM and 8-16x its capacity for next-generation AI inference workloads.
Valuation Changes
Summary of Valuation Changes for SK hynix
- The Consensus Analyst Price Target has risen from ₩332050 to ₩350133.
- The Consensus Revenue Growth forecasts for SK hynix has risen from 8.5% per annum to 9.1% per annum.
- The Discount Rate for SK hynix has fallen slightly from 10.90% to 10.64%.
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.