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KB Securities: SK Hynix Expected to Benefit from Accelerated AI Investment in the Second Half of the Year
2 day ago /
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Author：小编
On July 3, analysts including Jeff Kim from KB Securities pointed out that SK Hynix is set to benefit from the accelerated investment in AI infrastructure in the second half of the year, as well as the anticipated memory chip supply shortage expected to persist until the end of 2028. The analysts believe that driven by the continuous expansion of AI investment, the upward trend in SK Hynix's profitability and stock price is far from over. KB Securities forecasts that the total global AI investment will reach USD 800 billion in 2026, increase to USD 1.1 trillion in 2027, and further rise to USD 1.5 trillion in 2028. Meanwhile, KB Securities has raised its operating profit forecast for SK Hynix in 2026 by 3.6% to KRW 290 trillion.
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