SK Hynix Analyst Views Diverge on AI Demand and ADR Impact
2026-07-10 19:50

Woofun AI reports that Korean securities firms hold conflicting views on SK Hynix, centered on whether AI memory demand sustains long-term growth. KB Securities maintains a "Buy" rating, predicting that an ADR listing will boost global participation and revalue domestic shares. The firm forecasts 2027 DRAM and NAND wafer capacity growth at 7% and 4%, respectively, trailing demand growth of 17% and 19%, implying intensified supply constraints. Conversely, BNK Investment & Securities argues that hyperscaler AI infrastructure investment logic is weakening and asserts the ADR listing will not significantly alter domestic share valuation.

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KB Securities
BNK Investment & Securities
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