Coverage / KRX:000660 / Trade Card

KRX:000660

SK Hynix Inc

BUY 2026-08-01 Updated today KRW 1.7m AWAIT ENTRY
77

Position levels

Currenttoday
KRW 1.7m
Buy <=wait / entry
KRW 1.5m
Trim >=take some off
KRW 2.0m
Thesis breakA named leading AI customer materially diversifying HBM sourcing away from SK Hy...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case47%100 / 10047.0
Base case48%62 / 10029.8
Bear case5%10 / 1000.5
Weighted conviction77 / 100 - BUY

Top risks

  • Secured long-term agreements with around 10 key customers supporting stability
  • Record Q2 2026 revenue of KRW 79.32T and operating profit of KRW 60.54T with 76% margin
  • ~60% HBM market share and Nvidia supply agreements
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.