Medium2026-11-01Short term · Leans positiveLonger term · Leans positive

SK Hynix Seen Posting W474tr Operating Profit Next Year as Memory Supercycle Extends

An institution forecast SK Hynix's operating profit will reach 474 trillion won next year, citing the ongoing AI-driven memory supercycle; a separate report argues chips are not at a peak and that earnings durability is key to a further KOSPI rally. If the forecast materializes, it would reinforce expectations of a valuation re-rating for SK Hynix, supporting the stock in both the short and medium term.

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

Related coverage · 2 related reports

핀포인트뉴스 · 11-01 08:13 KST
SK Hynix seen posting W474tr operating profit next year as memory supercycle extends
Forecasts put SK Hynix's 2025 operating profit at W474tr, fueling expectations that the memory supercycle will run longer. If realized, the earnings outlook would reinforce HBM-driven valuation support and act as a medium-term positive for the stock.
메트로신문 · 11-01 07:46 KST
'Chips not at peak': can KOSPI run again? Earnings durability is the key
Some argue semiconductors have not peaked and the KOSPI could rise again, but earnings durability is the key. For SK Hynix, continued profit momentum would support further gains, while a slowdown could trigger a correction.