20 February 2026 | 3:38PM KST Equity Research SK Hynix Inc. (000660.KS): Key takeaways from virtual meeting; tight memory S/D leading to increased leverage and potential HBM upside We hosted SK Hynix (Hynix) for a virtual group meeting with investors on February 20. The key takeaways included: 1) Memory pricing is likely to growth throughout this year driven by real demand and tight supply, 2) Healthy inventory levels and strengthening supplier leverage are leading to increased discussions around longer ter ...

13 November 2025 | 10:59PM KST Equity Research APAC Tech: Semiconductors Memory: Kioxia CY3Q25 read-across; Tight CY26 NAND supply outlook in-line with GSe On November 13, Japanese NAND producer Kioxia (covered by Shuhei Nakamura) reported its CY3Q25 (FY2Q25 or September quarter) earnings, and we provide read-across to our covered Korean memory suppliers, SK Hynix (Hynix, Buy) and Samsung Electronics (SEC, Buy). Key takeaways include: 1) Kioxia saw apple-to-apple price increase in CY3Q25 and expects this to ...