On September 8, SK hynix rose 3.23% overnight, trading at 182.3 USD/share, with turnover of approximately 16.05 million USD. The rally was driven by a confluence of tightening supply conditions and renewed AI-related demand catalysts.

On the news front, KB Securities issued a research report warning that memory chip inventories at Samsung Electronics and SK hynix have dropped to less than 10 days of supply. The brokerage projected that DRAM and NAND bit demand will exceed supply by more than 10 percentage points next year, with actual sellable volumes potentially being depleted entirely. The unprecedented pace of AI infrastructure investment and the ongoing transition to next-generation HBM4 high-bandwidth memory were cited as key factors exacerbating the shortage.

Separately, OpenAI's release of its flagship model Astra reignited market enthusiasm for AI compute infrastructure, with memory chips identified as a primary beneficiary. Institutions noted that as frontier model capabilities continue to advance, storage bottlenecks are expected to widen further, reinforcing HBM and DRAM as critical themes in AI infrastructure spending.

Additionally, SK hynix's 1c nm DRAM process capacity share is accelerating, with expectations it could surpass the 1b node to become the company's mainstream process as early as next year's first quarter. The stock had already surged over 8% in both its U.S. and Korean listings in the prior trading session.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)