Woofun AI reports that SemiAnalysis published a bullish assessment of SK Hynix, maintaining its positive stance on 2Q26 DRAM performance. The firm projects a sequential blended DRAM ASP increase of approximately 45% and an operating profit near 55 trillion Korean won, citing strong risk-reward potential despite recent volatility.

Following the release, the KOSPI index staged a V-shaped recovery, expanding gains to 2% after an earlier 3% decline. SK Hynix shares rose over 3%, while Samsung Electronics climbed nearly 5%. This optimistic outlook contrasts sharply with a prior KIS report that lowered SK Hynix's two-year profit forecast, which had triggered a previous stock price drop.