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Medium2026-09-24Short term · Leans negativeLonger term · Neutral

Despite AI Capex, SK Hynix Falls 27% While Chip Suppliers Gain 11%

Even as AI capex keeps expanding, SK Hynix shares fell 27% while semiconductor equipment and materials suppliers gained 11%, suggesting money is rotating from memory makers to the supply chain. The divergence reflects concerns over memory pricing and valuation, a near-term negative for SK Hynix.

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

Related coverage · 1 related reports

  • v.daum.net · 09-24 06:00 KST
    Despite AI capex, SK Hynix falls 27% while chip suppliers gain 11%

    A Q4 outlook notes SK Hynix fell 27% even as AI capex expanded, while chip equipment and materials rose 11% as money rotated to the supply chain. Continued underperformance by the memory leader may signal HBM cycle-peak worries, warranting caution on valuation pullback risk.

Despite AI Capex, SK Hynix Falls 27% While Chip Suppliers Gain 11% · Hynix Board