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Medium2026-09-30Short term · Leans positiveLonger term · Leans positive

NH Investment: SK Hynix Supply Position Even Stronger on HBM4E

NH Investment & Securities said SK Hynix's bargaining power and share in high-end memory supply have strengthened further as the industry moves to HBM4E. The positive brokerage view reinforces expectations for its AI memory leadership, a short- and long-term positive for the stock.

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

Related coverage · 1 related reports

  • businesspost.co.kr · 09-30 09:37 KST
    NH Investment: SK Hynix Supply Position Even Stronger from HBM4E

    NH Investment & Securities issued a report stating that SK Hynix's supply position will become even more solid from the HBM4E generation onward, with quality issues deemed manageable. The bullish rating could boost market confidence and support the stock, with investors watching future HBM orders and mass production progress.

NH Investment: SK Hynix Supply Position Even Stronger on HBM4E · Hynix Board