SK hynix Inc.
$154.03+1.1%1Y-8.3%
Mentions · last 7 days
17,208
Price updated 2h ago·X counts updated 2h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Semiconductors sits in its cycle right now — and what that implies for $SKHY.
Semiconductors
No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.
Top industry ETF
$SMHVanEck Semiconductor ETF
+50.8%YTD
+90.8%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.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
FYRevenueRangeEPSRangeAnalysts
FY26$234.8B$206.5B – $265.7B$21.24$10.59 – $29.2436
FY27$352.1B$153.6B – $491.5B$31.27$15.59 – $43.0537
FY28$382.8B$235.1B – $493.7B$33.35$16.63 – $45.9217
FY29$721.4B$443.1B – $930.5B$55.54$27.68 – $76.4624
FY30$853.8B$524.4B – $1.10T$77.62$38.69 – $106.8634
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