High2026-10-14Short term · Leans positiveLonger term · Neutral

Ives: Samsung, SK Hynix Stocks Have 18 More Months to Run

Prominent Wall Street analyst Dan Ives said Samsung and SK Hynix shares have roughly 18 more months of upside, arguing the AI memory demand cycle has not peaked. Coming from a high-profile sell-side voice, the call could lift near-term sentiment and fund flows into memory names, though it is an opinion-based view with neutral long-term impact.

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

Related coverage · 2 related reports

이코노미스트 · 10-14 13:50 KST
Wall Street Guru Dan Ives: Samsung, SK Hynix Undervalued, AI Investment Boom to Continue
Dan Ives, dubbed Wall Street's guru, believes Samsung Electronics and SK Hynix are undervalued and the AI investment boom will continue. The prominent analyst's bullish view could lift market sentiment, acting as a positive catalyst for SK Hynix's stock, though the pace of realization bears watching.
뉴스핌 · 10-14 13:33 KST
Ives: Samsung, SK Hynix Stocks Have 18 More Months to Run
Star analyst Dan Ives said China lags three years in memory tech, giving Samsung and SK Hynix stocks 18 more months of upside. The bullish call lifts sentiment, though as an analyst view its near-term stock impact is mainly psychological.