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SKSKHY

SK hynix Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$SKHY·$1.1T·Semiconductors·Technology
$142.72-0.7%1Y-14.5%
Mentions · last 7 days
2026-07-26: 279 posts2026-07-27: 766 posts2026-07-28: 1,673 posts2026-07-29: 2,225 posts2026-07-30: 993 posts2026-07-31: 878 posts2026-08-01: 155 posts6,981+15%
Price updated 8m ago·X counts updated 2d ago
SKSKHY
$SKHYSK hynix Inc.
$142.72-0.70%7.0k posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SKHY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-01

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

Newly-listed HBM king riding the AI memory supercycle — real earnings, real ROE, priced to reward the leader tier.

SK Hynix is the second-largest memory chip company in the world and the dominant supplier of High Bandwidth Memory — the specific type of DRAM stacked next to every AI training GPU. The company just listed ADRs on Nasdaq in July after a $7B cornerstone-backed IPO, giving US investors direct access to what has become the tightest choke point in the AI supply chain.

Why the run has real backing:

  • The demand is showing up as revenue, not just orders: Q1 revenue grew 198% year over year in local currency, because every AI cluster shipping in 2026 needs several HBM stacks and there are only three qualified DRAM makers on earth.
  • The pricing power is showing up as margins: operating margin hit 72% last quarter and return on equity is running above 60% — those are semiconductor-super-cycle numbers, not average-cycle numbers.
  • The Amazon capex signal keeps validating: AMZN pushing 2026 data-center capex to roughly $220B is a direct read-through, since memory content per AI server has been climbing quarter after quarter and Hynix captures a disproportionate share of each incremental dollar.
  • The catch is cycle risk sitting under all of it: memory is historically boom-and-bust, so a UBS $204 target requires belief the AI build lasts multi-year, not two-more-quarters.

The Barron's caution on the 30% Korea-side run is worth reading — the ADRs come in against an already-crowded trade. A clean Q3 print on October 27 that confirms HBM contract prices are still climbing keeps the move going; any softening in AI capex commentary from AMZN/META/MSFT resets the multiple quickly.

Agrees with X sentimentX is bullish for the right reasons — the AMZN $220B capex framing and the three-supplier DRAM oligopoly are the load-bearing bull points, and the 72% operating margin last quarter validates them rather than assuming them.

What to watch: The October 27 Q3 print. Continued HBM ASP increases and a raised 2027 pipeline commentary keeps it going; any softening in hyperscaler capex commentary or a hint of DRAM oversupply from Samsung/Micron resets the cycle multiple.

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

insufficient historybeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment192 posts analyzed · as of 2026-08-01

Sentiment on SK Hynix is decisively bullish, anchored by the $500B Nvidia partnership, chairman Choi Tae-won's open-market insider buys, and revenue up 257% YoY with profits up 557%. Bulls point to widening DRAM supply-demand gap through 2027, Anthropic supply deals, and UBS's fresh $204 target as evidence HBM economics are being repriced. The main counter is the Chinese CXMT IPO at a $500B valuation and a post-earnings AH drop, which the crowd is largely dismissing as noise. Chairman's 'just hold' message is being repeated approvingly.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — 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.

What this means for $SKHY

Partial — SK hynix is one of the world's largest memory semiconductor companies and engages in the design, manufacture, and sale of advanced memory semiconductors. The company sells a wide variety of DRAM an; partial earnings exposure to semiconductors demand dynamics through its product portfolio.

Top industry ETF

$SMHVanEck Semiconductor ETF
+36.7%YTD
+87.2%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$4.87+79.9%
Q1 2026Apr 22, 2026$3.83$2.55+50.2%
Next earningsTue, Oct 27·consensus EPS $6.16

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 37 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$235.0B$206.6B – $265.9B$21.25$10.59 – $29.2536
FY27$352.4B$153.7B – $491.9B$31.28$15.59 – $43.0737
FY28$382.9B$235.2B – $493.8B$33.36$16.63 – $45.9317
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

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.—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.—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 · 5.7B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β2.325-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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.

+ 17 other (5 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.

SK Hynix, Meta, Apple, and More: 5 Stocks Investors Couldn't Stop Buzzing About this Weekbenzinga.com·3d agoSanDisk Is Down 45% in a Month. Should Memory Investors Switch to Micron or SK Hynix Now?247wallst.com·3d agoSK Hynix: AI Memory Is Becoming A Contracted Infrastructure Businessseekingalpha.com·3d agoMemory Stocks Are Crashing—Analysts' Lofty Targets Might Not Survive This Drop247wallst.com·3d agoFirst Look: Apple Drops, Amazon Surges, Microsoft Hits Recordgurufocus.com·4d ago

In themes

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

AI InfrastructureAI Memory Supercycle

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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.

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