SK Hynix said its stock is undervalued and that the structural imbalance between chip supply and demand will continue in the near term. The company also said its key customers are expected to see improvements in AI-related revenue and cash flow. As those metrics improve, the burden tied to AI investment for major customers is set to ease. The remarks point to continued tightness in the chip market over the short run while suggesting better financial conditions for large AI buyers.
SK Hynix said its shares are undervalued and that the structural imbalance in chip supply and demand will continue in the short term.
The company also said its major customers are expected to post stronger AI revenue and cash flow, with the burden of AI investment set to ease for those customers.
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