KRX · 000660

SK hynix

Higher HBM exposure improves AI earnings visibility and causes the stock to price changes in order growth earlier.

2026-08-09

End-market exposure

Data centers58%

Smartphones17%

PCs10%

Automotive and other15%

Product mix

DRAM/HBM82%

NAND17%

其他1%

Negative price momentum

Invalidation

HBM order cuts

Invalidation

EPS revisions stall

Invalidation