Svmuu News: KB Securities analyst Jeff Kim and others stated that SK Hynix is expected to benefit in the second half of the year from accelerating investment in AI infrastructure, as well as from the memory chip supply shortage that is projected to continue through the end of 2028. The analysts said, “Driven by the continued expansion of AI-related investments, the upward trend in SK Hynix’s earnings and stock price is far from over.”
KB Securities forecasts that total global AI investment will reach $800 billion in 2026, $1.1 trillion in 2027, and $1.5 trillion in 2028. KB has raised its forecast for SK Hynix’s 2026 operating profit by 3.6% to 290 trillion won. (Jin Shi)
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Analyst: SK Hynix Expected to Benefit from Accelerated AI Investment in the Second Half of the Year
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