SK hynix Inc

000660: XKRX (KOR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	LOCK\|#NPb^t	LOCK\|hy	LOCK\|C#yZlnl

Raising Fair Value Estimates for Korean Memory Suppliers on Stronger Pricing and LTAs

Jing Jie Yu

Jul 1, 2026

We revise our forecasts for Samsung Electronics and SK Hynix following Micron's earnings, updates on long-term supply agreements, or LTAs, and artificial intelligence investment plans announced by the South Korean government on June 29.

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SK hynix Inc

Raising Fair Value Estimates for Korean Memory Suppliers on Stronger Pricing and LTAs

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