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High2026-09-24Short term · Leans positiveLonger term · Leans positive

JPMorgan: HBM Spec Downgrade Misread, 2026-2028 Demand CAGR at 63%

JPMorgan said the market misread the HBM spec downgrade, projecting HBM demand to grow at a 63% CAGR from 2026 to 2028. The view directly counters peak-demand fears that have weighed on SK Hynix shares, and could help repair valuation expectations if accepted by the market.

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

Related coverage · 1 related reports

  • news.cnyes.com · 09-24 08:10 KST
    JPMorgan: HBM Spec Downgrade Misread, 2026-2028 Demand CAGR at 63%

    JPMorgan says market fears over HBM spec downgrades are a misread, projecting a 63% CAGR for HBM demand from 2026 to 2028, with shortages not short-lived. The view rebuts bearish logic, supporting SK Hynix and other HBM leaders and easing valuation pressure on memory stocks.

JPMorgan: HBM Spec Downgrade Misread, 2026-2028 Demand CAGR at 63% · Hynix Board