SK 海力士：花旗韩国科技之旅核心要点
2026-03-17 02:07
Flash | 13 Mar 2026 09:14:02 ET │ 10 pages SK Hynix (000660.KS) Key Takeaways from Citi Korea Tech Tour CITI'S TAKE During Citi's Korea Tech Tour, we hosted a mgmt. meeting with Hynix. Hynix shared its outlook that the global memory shortage is likely to be more severe in 2027E vs 2026E. On the supply side, Hynix shared it will prioritize adding HBM/DRAM capacity over NAND capacity, with the phase 1 of Y1 planned to be fully allocated for DRAM. For NAND, Hynix remained cautious about adding new NAND green-f ...