SemiAnalysis released a bullish note on SK Hynix on July 14, keeping its positive view on the chipmaker’s 2Q26 DRAM performance. In the report, the firm said it still expects blended DRAM ASP, or average selling price, to rise about 45% quarter over quarter, with RAM operating profit reaching about KRW 55 trillion. The note said that while investors are concerned about recent volatility in memory stocks, SK Hynix and other leading memory companies still offer some of the best risk-reward opportunities in the semiconductor sector.
The call drew attention because it sharply contrasted with an earlier KIS report that cut its two-year operating profit forecast for Hynix, a view that directly triggered a steep sell-off in SK Hynix shares the previous day. Citirni analyst Jukan responded to the new report with a half-joking remark, saying traders should go “full leverage” at the South Korean market open.
By press time, the KOSPI had turned around and was up 2% after being down nearly 3% earlier. SK Hynix rose more than 3%, while Samsung Electronics gained nearly 5%.
SemiAnalysis released a bullish report on SK Hynix on July 14, saying its positive view on the company’s 2Q26 DRAM performance remains unchanged.
In the note, the firm forecast blended DRAM ASP, or average selling price, to increase about 45% quarter over quarter. It also projected RAM operating profit at about KRW 55 trillion.
The report added: “We understand investors’ concerns over 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 sector.”
Citirni analyst Jukan reacted to the report with a half-joking comment: “Go full leverage at the South Korea market open.”
By press time, South Korea’s KOSPI had extended gains to 2% after earlier falling nearly 3%, marking a V-shaped reversal. SK Hynix was up more than 3%, while Samsung Electronics rose nearly 5%.
The SemiAnalysis note stood in sharp contrast to an earlier KIS report that lowered its two-year operating profit forecast for Hynix. That earlier report directly led to a sharp drop in SK Hynix shares the previous day.
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