Korean securities firms have issued mixed views on SK Hynix, with differing expectations for future memory capacity expansion and the durability of AI-driven demand.
According to NS3.AI, KB Securities forecast 2027 DRAM wafer capacity growth of 7% and NAND wafer capacity growth of 4%.
In contrast, BNK Investment & Securities said momentum in AI infrastructure investment is weakening, presenting a more cautious view on the outlook tied to AI-related spending.
AI TRENDS | Korean Brokerages Diverge on SK Hynix Outlook as KB Sees 2027 Memory Capacity Growth
2026-07-10 12:19:35
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