One after another, research firm SemiAnalysis released a bullish report on SK Hynix overnight, helping South Korean stocks stage a V-shaped reversal.
2026.07.14 09:23:22
Last night, SemiAnalysis released a bullish research report on SK Hynix. In the report, SemiAnalysis stated that its positive outlook for SK Hynix’s Q2 2026 DRAM performance remains unchanged. It forecasts blended DRAM average selling price (ASP) will rise roughly 45% quarter-over-quarter, with RAM operating profit hitting around 55 trillion won. The report specifically noted, “We understand investors’ concerns over recent volatility in memory stocks, but we still believe SK Hynix and other leading memory firms offer some of the best risk-reward opportunities in the semiconductor sector.” Citirni analyst Jukan half-jokingly commented on the report, “Go all in with leverage when Korean stocks open.” As of press time, South Korea’s KOSPI index has extended its gain to 2%, after falling nearly 3% earlier to mark a V-shaped reversal. SK Hynix rose more than 3%, while Samsung Electronics climbed nearly 5%. Notably, this report stands in sharp contrast to an earlier KIS report that “cut Hynix’s two-year operating profit forecast” — the latter directly triggered SK Hynix’s stock price plunge yesterday.
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