Zhi Tong Cai Jing·2026-01-27 06:49Group 1 - SK Hynix's stock price surged significantly, approaching its historical closing high, driven by its role as the exclusive supplier of advanced memory chips for Microsoft's new AI accelerator [1] - The company's stock rose by 7.7% in early trading, recovering from previous declines due to tariff threats from former President Trump, with a market capitalization nearing $400 billion [1] - Microsoft announced that each Maia 200 accelerator will utilize six SK Hynix HBM3E memory chips, although SK Hynix declined to confirm or disclose customer-related information [1] Group 2 - The stock price increase was supported by "buying on dips" and growing profit expectations for high bandwidth memory (HBM), with expectations that SK Hynix's performance will meet forecasts [2] - Citigroup raised SK Hynix's target price by 56% to 1.4 million KRW, maintaining a "buy" rating and initiating a 30-day positive catalyst observation [2] - Analysts predict a significant price increase for global DRAM/NAND products by 2026, as the memory market shifts towards semi-customization, requiring contracts to be signed a year before actual delivery [2]