SK Hynix Q2 2026 delivered rec

SK Hynix

Q2 2026 delivered record results: revenue ~₩79.3T (~$57B, +257% YoY), operating profit ~₩60.5T (76% margin, +557% YoY). HBM strength, AI DRAM, and enterprise SSDs drove performance; long-term customer contracts are expanding. The company announced a massive ~₩40T ($28–29B) share buyback/cancellation (largest in Korea) and raised shareholder returns to >50% of cumulative FCF (2025–2027). Capex is elevated (high ₩40T range for 2026) for new fabs.

Shares rallied sharply on the buyback but have been volatile (down significantly from peaks amid sector rotation and earnings that slightly missed lofty expectations). Valuation looks inexpensive on peak earnings.

Future potential: Attractive. HBM leadership and AI demand provide multi-year visibility; aggressive capital returns add support. Risks mirror Micron’s (supply ramp, pricing). Suitable for clients seeking Korean AI memory exposure with shareholder-friendly policies.

SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

SK Hynix has formally filed for a Nasdaq listing. As Nvidia's core HBM supplier and a key player in the DRAM triopoly alongside Micron and Samsung, SK Hynix's U.S. listing would give American investors their first direct bet on the AI memory supercycle's biggest beneficiary, adding a new valuation anchor to the red-hot storage sector. For now, U.S. investors seeking early exposure can only gain indirect access via 07709, Micron, or SanDisk. Will you position in the memory supply chain ahead of the listing, or wait for prospectus details before committing?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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