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Added to YB: 2026-07-31

Pitch date: 2026-07-29

SKHY [neutral]

SK hynix Inc.

-2.87%

current return

Author Info

JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. Sign up for the newsletter.

Company Info

SK hynix Inc. through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.

Market Cap

KRW 1021.1T

Pitch Price

KRW 1.4M

Price Target

N/A

Dividend

0.21%

EV/EBITDA

6.63

P/E

6.14

EV/Sales

5.03

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Five Earnings Reports Before Vertiv and Flex Take Over the Day - SK hynix Inc.

SKHY (earnings): Record Q2: rev KRW79.3T (+257% YoY), op profit KRW60.5T at 76% margin. DRAM ASP +30%, NAND +50s%. Net income KRW93.9T inflated by KRW63.3T investment gains. Net cash KRW69.4T, 7% D/E. HBM4 mass-production ramping; ~10 long-term contracts w/ deposits reduce volatility. Capex high - KRW40T. Bull: HBM mix embeds SKHY in roadmaps, higher cycle floor.

Read full article (3 min)