PCMag · 10-28 23:54 KST
SK Hynix said its memory output is essentially sold out through 2029, underscoring AI-driven long-term demand visibility. For the stock, this reinforces expectations of an extended memory cycle and better earnings predictability, supporting valuation.
The Motley Fool · 10-28 23:54 KST
Motley Fool noted SK Hynix's sold-out-through-2029 comment also benefits Micron. For the stock, the tight-supply narrative is spreading across peers, lifting memory-sector sentiment, though peak-cycle risks warrant caution.
TechPowerUp · 10-28 20:31 KST
SK Hynix expects memory demand to keep exceeding supply through 2030, reinforcing the long-term upcycle narrative and supporting valuation and share-price upside.
MBC 뉴스 · 10-28 19:54 KST
SK Hynix said its capacity is sold out for the next three years, signaling strong confidence in memory demand. The KOSPI retook 6,000, with the tight-supply narrative supporting the stock.
Barron's · 10-28 18:16 KST
Barron's reported that two major announcements from SK Hynix lifted rival Micron's shares, signaling optimism over AI memory demand. For Hynix stock, the sector-wide momentum could reinforce its valuation premium.
鉅亨號 · 10-28 18:15 KST
On its Q3 2026 earnings call, SK Hynix said DRAM and HBM capacity through 2029 is fully sold out. The strong long-term order visibility boosts earnings certainty and provides solid support for the stock.
Investing.com 香港 - 股市報價& 財經新聞 · 10-28 18:11 KST
At the Asian close, Korean stocks surged and triggered trading limits after SK Hynix's orders were reported to stretch to 2029, with Chinese optical module shares leading gains. As a core AI memory beneficiary, Hynix has strong momentum but short-term overheating risk warrants caution.
블루밍비트 · 10-28 18:03 KST
SK Hynix said its DRAM and HBM capacity for the next three years is fully sold out, underscoring strong AI memory demand. Locked-in long-term orders raise earnings certainty and support the stock.
뉴시안 · 10-28 17:50 KST
Newsis reported SK Hynix's HBM capacity is sold out for three years, rebutting memory peak-out concerns. For the stock, long-term order visibility weakens peak fears and supports a valuation premium, though the pace of future supply expansion bears watching.
메디컬투데이 · 10-28 17:21 KST
SK Hynix said three years of output is sold out, dismissing oversupply concerns and reinforcing confidence in the memory upcycle, a positive support for the stock.
Investing.com 香港 - 股市報價& 財經新聞 · 10-28 17:17 KST
SK Hynix said on its Q3 call that DRAM and HBM capacity is nearly sold out through 2029, with AI investment spreading to sovereign and enterprise buyers. This reinforces expectations of a prolonged memory upcycle, a medium- to long-term positive for the stock.
경향신문 · 10-28 16:59 KST
SK Hynix said its HBM output is sold out for the next three years, dismissing memory peak-out concerns. The statement reinforces confidence in sustained AI memory demand and eases cycle worries, a significant positive catalyst for the stock.
KED Global · 10-28 15:18 KST
SK Hynix said memory supply is sold out through 2029, underscoring extreme AI-driven demand tightness. The news reinforces expectations for pricing power and earnings durability, directly lifting shares and the broader Korean semiconductor sector.
TradingView · 10-28 12:34 KST
SK Hynix said DRAM and HBM capacity is largely sold out for the next three years, underscoring strong AI memory demand and tight supply. Long-term contracts improve earnings visibility, supporting the stock and valuation re-rating.
TechNews 科技新報 · 10-28 12:05 KST
SK Hynix denied any HBM demand slowdown, stressing that DRAM and HBM capacity is fully sold out through 2029. The comment eases fears of an AI memory cycle peak, reinforcing tight long-term supply-demand expectations and boosting confidence in the stock.
동아일보 · 10-28 11:36 KST
SK Hynix said its DRAM and HBM output is effectively sold out for the next three years and raised shareholder returns by 60 trillion won, rebutting peak-cycle fears and boosting long-term earnings visibility—a clear positive for the stock.
아시아경제 · 10-28 11:34 KST
SK Hynix said on its earnings call that its business environment has fundamentally shifted, with DRAM and HBM sold out through 2029, reinforcing long-term AI memory demand visibility and supporting the stock.
국제신문 · 10-28 11:28 KST
SK Hynix directly rebutted memory crisis talk, reaffirming DRAM and HBM are sold out through 2029. Strong order visibility eases AI peak concerns and supports the share price.
아이뉴스24 · 10-28 11:28 KST
On its earnings call, SK Hynix said DRAM and HBM capacity is effectively sold out through 2029, with some customers seeking contracts longer than five years, underscoring tight supply and pricing power—strong support for the stock.
경기일보 · 10-28 11:27 KST
SK Hynix said its DRAM and HBM supply is effectively sold out for the three years through 2029, giving unusually high order visibility and easing cycle-peak worries, a positive for the stock.
녹색경제신문 · 10-28 11:23 KST
On its earnings call, SK Hynix said DRAM and HBM capacity is effectively sold out through 2029 and that it will expand output in line with demand. The long-term sold-out guidance enhances earnings visibility and supports optimism on the memory upcycle, a positive catalyst for the stock.
지디넷코리아 · 10-28 11:22 KST
SK Hynix said all HBM and DRAM output is sold through 2029, underscoring strong AI memory demand and locked-in orders that boost earnings visibility and support the stock.
매일경제 마켓 · 10-28 11:19 KST
SK Hynix countered AI peak fears with an 80% margin and long-term contracts covering over half its output, demonstrating earnings quality and order stability that ease cycle-top concerns and support valuation.
오피니언뉴스 · 10-28 11:18 KST
SK Hynix reaffirmed its AI memory leadership, saying three years of output is sold out. The strengthened long-term growth narrative boosts confidence in earnings durability and supports the stock.
뉴스핌 · 10-28 11:18 KST
SK Hynix's earnings call showed strong results shattering AI peak talk, with memory sold out through 2029. The demand certainty is a clear positive catalyst for the share price.
IT조선 · 10-28 11:15 KST
SK Hynix said its DRAM and HBM capacity is effectively sold out through 2029, underscoring strong AI memory demand and tight supply. The long-term sold-out guidance raises earnings certainty and reinforces the memory super-cycle narrative, supporting the stock.
디지털데일리 · 10-28 10:58 KST
SK Hynix is ramping HBM4 supply and says its next three years of capacity are effectively sold out, highlighting its lead in next-gen high-bandwidth memory and reinforcing AI-cycle beneficiary expectations—positive for the stock.
한국경제 · 10-28 10:55 KST
The full SK Hynix earnings call shows DRAM and HBM capacity effectively sold out through 2029, with details on HBM4 and shareholder returns, reinforcing long-term growth and payout expectations—positive for the stock.