High2026-09-22Short term · Leans positiveLonger term · Leans positive

Hana Securities: AI Agent Spread to Lift Memory Demand; Bullish on Samsung, Hynix

Hana Securities said the rapid spread of AI agents will significantly boost server and device memory demand, maintaining a bullish view on Samsung Electronics and SK Hynix. Positive brokerage calls typically lift share prices directly, and if AI agents translate into HBM and high-capacity DRAM orders, medium-term earnings expectations could be revised higher.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

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비즈니스포스트 · 09-22 08:48 KST

Hana Securities said the rapid spread of AI agents will drive memory chip demand, naming Samsung Electronics and SK Hynix as key beneficiaries. The bullish brokerage view could reinforce expectations for Hynix's HBM and high-capacity memory shipments, acting as a positive catalyst for the stock.