Product matrix2
AI-assisted product illustrations · Product information on detail pages
Q2 2026 · 2026-06-30
Financial visuals and sources
Revenue, profit, cash measures and issuer outlook are presented separately. Subsequent events and unresolved scope differences are identified in the report.
Read full visuals, data and sources (Chinese) ↗Visual research edition · integrated September 13, 2026. Each source retains its reporting period and review date. Not investment advice.
Deep Research2
Access shown per item- 2026.06.08📄 Member memo
SK Hynix: The Purest AI Memory Play at Cycle Peak – Hold, Don't Chase
Institutional-grade deep dive: HBM leader, operating margin hitting 72% yet trading at just 12x P/E — a full dissection of the cycle vs. valuation tension. For members only.
Read memo→ - 2026.06.08📊 Public notes · member file
SK Hynix (000660KS): The Memory Cycle Playbook – Financial Model & Valuation
Downloadable financial model for SK Hynix (000660KS): core assumptions, forecasts, DCF/scenario-based target prices. A quantitative modeling worksheet for members to download and build upon.
Open model→
Coverage Timeline4
Following since 2026.01- 20262026.04.2310 min
SK Hynix Q1 Profit Surges 4x: A New Order for Memory in the AI Era
Q1 operating profit of KRW 37.6 trillion, fourth consecutive quarterly record; HBM capacity fully booked for 2026; net profit includes KRW 11.5 trillion one-off gains; 'KRW 100 trillion net cash' emerges as a long-term target.
- 2026.04.0414 min🔒 Members
Korea's Memory Duopoly: Samsung vs. SK Hynix in the AI Era
In the structural cycle of 2026, in which AI computing power is soaring, memory chips have officially jumped from a commodity that "drifts with the crowd" to a core strategic asset that determines the life and death of the AI era. The epicenter of this change is the dispute over the manufacturing process of high-bandwidth memory (HBM).
- 2026.04.043 min
Korea's Memory Titans: Samsung vs. SK Hynix in the HBM Era
For quick reading, each analysis post will now come with a condensed version. This one compares Samsung and SK Hynix's technology and development paths in HBM.
- 2026.01.2911 min
SK Hynix Crushes Earnings, Apple Greenlights Samsung and SK Hynix Memory Price Doubling: The Storage Supercycle Rolls On
In the history of the global semiconductor industry, 2025 is a watershed year. The memory market has completely shed its traditional commodity cyclicality, entering a structural growth phase driven by AI infrastructure.
