中時新聞網 · 10-29 05:10 KST
SK Hynix posted a sharp Q3 profit jump, with DRAM and HBM capacity sold out for the next three years. Locked-in sales boost earnings visibility and validate the AI memory supercycle, strongly supporting the stock, though capex pace bears watching.
동아일보 · 10-29 04:30 KST
SK Hynix said its DRAM and HBM capacity is sold out through 2029, directly rebutting fears that the memory cycle has peaked. If the sold-out outlook materializes, it would strengthen earnings visibility and support the stock's valuation.
Yahoo Finance · 10-29 03:05 KST
SK Hynix said its memory capacity is fully booked through 2029, underscoring persistent AI-driven HBM and DRAM tightness. Improved long-term order visibility supports pricing and earnings expectations, a positive catalyst for the stock, though ramp-up pace and capex burden bear watching.
Barron's · 10-29 02:51 KST
Barron's reported that SK Hynix unveiled two major announcements, igniting AI memory demand frenzy and lifting Micron shares. As a key HBM supplier, Hynix's bullish signals reinforce expectations of an AI chip boom, positive for its own and peers' valuations.
digitimes · 10-29 00:18 KST
SK Hynix said customer demand for HBM exceeds more than twice what it can supply, underscoring the AI memory chip shortage. The supply-demand imbalance reinforces expectations for HBM price hikes and Hynix earnings upside, a strong positive for the stock.
YTN 사이언스 · 10-28 16:00 KST
SK Hynix said its DRAM and HBM capacity is effectively sold out for the next three years, highlighting strong AI memory demand and high order visibility. The statement reinforces earnings certainty, a notable positive for the stock and a boost to memory sector sentiment.
연합인포맥스 · 10-28 09:57 KST
SK Hynix said its DRAM and HBM capacity is sold out through 2029, significantly improving medium- to long-term sales visibility. The guidance reinforces earnings certainty for years ahead, a strong positive for the stock, and cements expectations of its leadership in the AI memory market.
Chosunbiz · 10-28 09:44 KST
On its earnings call, SK Hynix said DRAM and HBM output is essentially sold out through 2029, boosting long-term order visibility and supporting the stock.