TickerTalks
Browse all tickers →
TickerTalks›$SKHY
SKSKHY

SK hynix Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 198% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.6K/wk), no spike
$SKHY·$969B·Semiconductors·Technology
$136.49-6.6%1Y-18.8%
Price updated 7h ago·X counts updated 5d ago
SKSKHY
$SKHYSK hynix Inc.
$136.49-6.58%1.6k posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $SKHY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,552X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SKHY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-10-02

X is bullish on SK Hynix as the second memory play into Micron's earnings — longs are watching a massive IPO cup-and-handle base with the handle drying up and $194 the breakout trigger, aiming at $200+ next. TrendForce has DRAM contract prices up ~96% in Q1 with further +60% quarters forecast. The crowd notes SKHY still led MU in DRAM share, framing MU's higher multiple as an "American premium" that could compress.

Read what X is saying about $SKHY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SKHY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

SK hynix is the DRAM supercycle's purest play — contract prices doubled year over year and the chart is at an IPO-base breakout.

SK hynix is a Korean memory giant and the global DRAM / HBM leader — slightly ahead of Micron on current share. The AI-driven memory cycle has flipped from oversupply to shortage and prices are up double-digits every quarter.

  • The pricing environment is wild: TrendForce DRAM contract prices up 96% in Q1 and another 60% in Q2 — SK hynix is capturing most of that leverage with a 71% operating margin and revenue nearly tripling YoY.
  • HBM is the strategic weapon — SKHY is the primary HBM supplier to NVIDIA, with Micron trying to catch up — and the 1.6-point share lead over MU in 2Q26 revenue is the datapoint the bulls are pointing at.
  • The chart is a textbook cup-and-handle base at the IPO-era highs; MU earnings this week set the sector tone — a strong MU print carries SKHY, a weak one caps the breakout attempt in the near term.

Oct 27 Q3 is the gate — continuation of DRAM contract-price momentum plus HBM capacity sold-out commentary extends the move. Any mention of hyperscaler capex pause or inventory build at AI customers and the breakout rolls over.

Agrees with X sentimentThe thread is right on the DRAM-leadership and contract-price arithmetic and the cup-and-handle setup; MU this week genuinely is the near-term sector trigger. The cautious "not chasing" voice reads constructive rather than alarmist.

What to watch: Oct 27 Q3 — DRAM revenue, HBM capacity utilization, and any 2027 pricing commentary. MU's print this week sets the sector tone first. Any hyperscaler capex-pause commentary is the clear invalidator.

On the calendar: 2026-10-27 — Q3 earnings

fundamentals normalization

Read the AI verdict on $SKHY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

South Korean memory chip company and second-largest DRAM and NAND flash producer globally, supplying AI servers and mobile devices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SKHY.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $SKHY

Direct beneficiary — South Korean memory chip company and second-largest DRAM and NAND flash producer globally, supplying AI servers and mobile devices.; memory bandwidth is AI's named bottleneck, driving HBM3e allocation tightness.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
0.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
33.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
58.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
63.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$8.76$5.12+71.1%
Q1 2026Apr 22, 2026$3.83$2.55+50.2%
Q4 2025Jan 28, 2026$1.45$1.22+18.9%
Q3 2025Oct 28, 2025$1.25$0.90+38.6%
Next earningsWed, Oct 28·consensus EPS $6.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$52.58T+198.1%79.3%71.5%$57175.00$18.46T
Q4 FY25$32.83T+66.1%68.8%58.4%$21813.44$8.62T
Q3 FY25$24.45T+39.1%57.4%46.6%$18242.00$9.06T
Q2 FY25$22.23T+35.4%53.9%41.4%$10135.00$4.54T

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$358.33T$315.08T – $405.45T$34244.01$31671.38 – $36190.1528
FY27$514.85T$479.04T – $535.29T$46382.18$38173.70 – $51622.5525
FY28$590.86T$510.67T – $668.68T$52121.61$42926.55 – $61046.6711
FY29$807.18T$697.64T – $913.50T$67170.27$55320.40 – $78672.2012
FY30$1210.98T$1046.65T – $1370.49T$110089.47$90667.98 – $128940.6712

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 52.6B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Jul 10424B4
AI summary

SK Hynix priced its U.S. IPO of 177.9 million American Depositary Shares at $149 per ADS for listing on Nasdaq as 'SKHY,' with approximately $7 billion committed by cornerstone investors. SK Hynix is the world's second-largest memory chip maker and dominant supplier of HBM (High Bandwidth Memory) for AI GPU accelerators. This is one of the largest U.S. technology IPOs in recent years, giving American investors direct access to the AI memory supply chain.

+ 33 other (22 6-Ks · 3 DRS/As · 2 EFFECTs · 2 F-1/As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MU vs. SKHY: Which Memory Stock Should You Buy in the AI Selloff?zacks.com·16h agoMicron, SK Hynix Have an AI Boom Problem — China Could Make It Worsebenzinga.com·16h agoSK Hynix, SanDisk, and Micron Drop 3% Despite Goldman Sachs Calling China Chip Fears Overdone247wallst.com·19h agoSold-Out Chips, Falling Stocks: Why Wall Street Is Suddenly Nervous About AI's Memory Boombenzinga.com·20h agoDRAM Giants Get Rich as China Builds a Threat247wallst.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Memory Supercycle

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$AVGO$INTC$MRVL$TSM$TEL
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport