High2026-10-02Short term · Leans positiveLonger term · Leans positive

KB Securities: Memory Upcycle Accelerating; Samsung, SK Hynix Top Picks

KB Securities said the memory upcycle is accelerating and named Samsung Electronics and SK Hynix as top sector picks. The call rests on AI server demand driving HBM and conventional DRAM prices higher, which should boost earnings leverage for both firms. Optimistic ratings from major brokerages tend to draw inflows, a short- and medium-term positive for SK Hynix shares.

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

Related coverage · 2 related reports

Global Sources · 10-02 12:05 KST
KB Securities Forecasts Accelerated Memory Cycle, Picks Samsung and SK Hynix as Top Picks
KB Securities issued a report forecasting an accelerated upturn in the memory chip cycle, naming Samsung Electronics and SK Hynix as top picks. The bullish rating could attract capital inflows, directly benefiting Hynix's stock, with markets watching for other institutions to follow suit.
이투데이 · 10-02 07:47 KST
KB Securities: Memory Upcycle Accelerating; Samsung, SK Hynix Top Picks
KB Securities said the memory upcycle is accelerating and named Samsung Electronics and SK Hynix as top picks. The explicit bullish call from a brokerage reinforces expectations of earnings improvement and valuation re-rating for Hynix, a direct positive for its share price.