Medium2026-09-27Short term · Leans positiveLonger term · Leans positive

US Big Tech AI Spending Seen Lasting to 2028, Extending Memory Supercycle

Reports suggest US big tech AI capital spending could extend through 2028, implying a longer-than-expected demand cycle for memory chips such as HBM and server DRAM. For SK Hynix, this strengthens order visibility for high-value memory products and supports earnings and valuation, making it a positive signal for the stock.

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

Related coverage · 1 related reports

ebn.co.kr · 09-27 06:00 KST

US Big Tech AI Investment Seen Lasting Through 2028, Boosting Hopes for Extended Memory Supercycle for Samsung and SK

A forecast that US big tech AI investment will continue through 2028 is raising expectations that the memory supercycle for Samsung and SK Hynix will be prolonged. If AI demand persists, shipments and earnings prospects for high-value memory like HBM should improve, a medium-term positive for the stock.