SemiAnalysis issued a bullish note on SK Hynix on July 14, keeping its positive view on the company’s 2Q26 DRAM performance. In the report, the firm said it still expects blended DRAM ASP to rise about 45% quarter over quarter and projected RAM operating profit at roughly KRW 55 trillion. SemiAnalysis also said that while it understands investor concerns about recent volatility in memory stocks, it still sees SK Hynix and other leading memory makers as offering some of the best risk-reward opportunities in the semiconductor sector.
The report appeared to help sentiment in South Korea’s equity market. By the time of publication, the KOSPI had swung to a 2% gain after previously falling nearly 3%, marking a V-shaped reversal. SK Hynix was up more than 3%, while Samsung Electronics rose nearly 5%. Citirni analyst Jukan reacted to the note with a half-joking comment: “Go full leverage buying at the Korean market open.”
The SemiAnalysis view stood in sharp contrast to an earlier KIS report that cut its two-year operating profit forecast for SK Hynix, a note that had directly triggered a sharp drop in the company’s stock price the previous day.
BlockBeats reported on July 14 that SemiAnalysis released a bullish report on SK Hynix overnight, saying its positive view on the company’s 2Q26 DRAM performance remains unchanged.
The report forecast blended DRAM ASP, or average selling price, to increase by about 45% quarter over quarter. It also projected RAM operating profit at about KRW 55 trillion. SemiAnalysis wrote, “We understand investor concerns about the recent volatility in memory stocks, but we continue to believe SK Hynix and other leading memory companies offer some of the best risk-reward opportunities in the semiconductor industry.”
Citirni analyst Jukan responded to the note with a half-joking remark: “Go full leverage buying at the Korean market open.”
As of publication, South Korea’s KOSPI had extended gains to 2% after earlier falling nearly 3%, completing a V-shaped reversal. SK Hynix was up more than 3%, and Samsung Electronics had gained nearly 5%.
The report sharply contrasted with an earlier KIS note that lowered its two-year operating profit forecast for SK Hynix. According to the source material, that earlier report directly led to a steep drop in SK Hynix shares the previous day.
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