Movement Alert|SK hynix Rises 4.67% in Regular Trading, Memory Chip Inventory Falls Below 10-Day Supply as AI Demand Intensifies

Market Focus
Sep 08

On September 8, SK hynix rose 4.67% in regular trading, trading at approximately $185.33 per share, with turnover of $780 million.

On the news front, KB Securities issued a warning that Samsung Electronics and SK hynix memory chip inventories have fallen to less than 10 days of supply. The brokerage projected that DRAM and NAND bit demand will exceed supply by over 10 percentage points next year, with actual sellable volumes potentially facing depletion. The transition to next-generation HBM4 is further exacerbating supply constraints.

Meanwhile, S&P Global Market Intelligence indicated SK hynix may announce a new stock buyback plan of up to 40 trillion KRW in Q4, fueled by AI memory chip boom profits. The firm noted the company could still afford substantial dividends even after the buyback. Additionally, SK hynix's 1c nm DRAM capacity share is rapidly expanding and is expected to become its mainstream process by early next year, reinforcing its technological leadership. OpenAI's flagship model Astra has further catalyzed demand for AI compute infrastructure, with memory chips positioned as a primary beneficiary.

(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.)

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