Motley Fool says SK Hynix is positioned to benefit from AI memory demand: Counterpoint Research puts its share of the high-bandwidth memory market at 50%, while the company reported Q2 revenue up 3.5-fold and operating profit up 6.5-fold year over year.
SK Hynix estimates HBM-market revenue could rise 58% in 2026 to $54.6 billion. Citi estimates HBM bit demand will grow 62% in 2027 and 69% in 2028, while DRAM supply is projected to rise 19% and 22%, respectively. SK Hynix held 25% of the overall DRAM market in Q2, behind Samsung.
YCharts projects SK Hynix earnings per share could grow at an 82% annual pace over the long term. The article also cites an 11-analyst median 12-month price target of $245, which it said implied 25% upside at the time, and reports that CNN showed a Buy rating from every analyst covering the stock. It compares the company’s 11 earnings multiple with 23 for the S&P 500.
