KB Securities analysts, including Jeff Kim, said SK Hynix is expected to benefit in the second half of the year from accelerating investment in AI infrastructure and from a memory chip supply shortage that they expect to last through the end of 2028.
According to Odaily, the analysts said that driven by continued expansion in AI-related investment, the upward trend in SK Hynix’s earnings and share price is not yet over.
KB Securities forecast global AI investment will reach $800 billion in 2026, $1.1 trillion in 2027, and $1.5 trillion in 2028.
The firm also raised its 2026 operating profit forecast for SK Hynix by 3.6% to 290 trillion won.
STOCKS | KB Securities Expects SK Hynix to Benefit From AI Investment and Memory Chip Shortage
2026-07-03 05:44:19
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