What investors are saying about SK Hynix (000660.KS)

Summary

In the past 30 days, 6 people on 5 investor and market shows discussed SK Hynix (000660.KS) in 6 views. Going by each speaker's latest call, 3 are bullish and 1 is bearish. Chorus has followed SK Hynix since October 21, 2026.

Who talks about it most

• Tim Travis · 1
• Tobias Carlisle · 1
• Jim Cramer · 1
• Steve Hou · 1
• Bryn Talkington · 1
• Matt Stucky · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Tobias Carlisle · Acquirers Funds / The Acquirers PodcastUncertain

  SK Hynix may be cyclical and over-earning now, so it may not be a good time to buy.

  Tobias lists SK Hynix among the big winners from the AI build-out. He asks whether it is cyclical. If so, it looks cheap at cycle tops, it is currently over-earning, and it trades on a modest multiple, so now is not a good time to buy. He concedes that AI may make chip demand secular, so he remains uncertain.

  “Micron and SK Hynix and those kind of names... are these cyclical... at the top of their cycle, they look cheap, and at the bottom of their cycle, they look expensive... So they're over earning at the moment... So perhaps not a good time to buy them”at 4:34

  The Acquirers Podcast: Who Pays for the AI Boom? Big Tech’s Financing Problem · October 31, 2026

• Tim Travis · Value Options LetterBearish

  SK Hynix is vulnerable: falling AI chip prices and rising supply would hurt it like a commodity producer.

  Tim argues that if hyperscalers cannot raise capital affordably, demand for chips falls and supply picks up as in-house TPUs grow. Historically that pattern has hit commodity-type producers, and SK Hynix is among those he calls vulnerable.

  “I could easily see, that if you get prices going down a little bit, a little less demand, a little more supply, how that historically has impacted, commodity type companies such as a Micron or an SK Hynix... I think that there's a lot of vulnerability there.”at 8:48

  The Acquirers Podcast: Who Pays for the AI Boom? Big Tech’s Financing Problem · October 31, 2026

• Jim Cramer · CNBCBullish

  SK Hynix's low multiple, big beat and sold-out outlook make it a bullish signal for the chip complex.

  Cramer calls SK Hynix the most important company most people have never heard of, the number one supplier of high bandwidth memory with over 50% share, and a beating heart of the data center, perhaps more so than Nvidia, because even Nvidia's rivals still need DRAM. He cites a stock trading at about three times next year's earnings estimate, revenue about 6% above expectations, a gross margin of 85.7% versus an 84% estimate, shipment growth guided to accelerate to the mid-20% range from 10%, and effective sell-out through 2029. He also notes roughly $75 billion of shareholder returns this year and capacity purchases that show confidence demand will outrun supply. He reads the strong report and the 13% rally in US-listed shares as a signal that the whole American chip complex can rise.

  “Hynix is probably the most important company you've never heard of. It is a South Korean giant and it is beating heart of the data center, perhaps even more so than NVIDIA.”at 43:52

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/28/26 · October 29, 2026

• Steve Hou · Silicon DataUncertain

  SK Hynix's low earnings multiple despite huge profits signals market skepticism that memory earnings can last.

  Steve cites SK Hynix's recent quarterly earnings, which he describes as enormous. He notes the company's earnings are more than those of the hyperscalers combined. Despite this, its earnings multiple is lower. He reads that as clear skepticism that such earnings can be sustained for years. The same pattern applies to memory and storage stocks, whose P/E ratios have fallen for a long time.

  “if you look at [SK Hynix's] earnings multiple, you know, it's lower. So clearly there is a skepticism that this could be sustained years out.”at 25:03

  Monetary Matters: Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE) · October 28, 2026

• Bryn Talkington · Requisite Capital ManagementBullish

  SK Hynix's results are excellent and its bookings are contracted; the price skepticism is unwarranted.

  Brynn bought DRAM before SK Hynix's US IPO. Samsung and SK Hynix make up about 45% of the DRAM ETF. Quarter over quarter, SK Hynix's revenue rose 32% and operating profit rose about 38%. Half of its bookings are already contracted through 2028, with long-term contracts running to 2030. The price action in SK Hynix, DRAM and Samsung shows peak skepticism. She says the numbers totally contradict the price action, and the skepticism is healthy because it dampens animal spirits.

  “I mean, the numbers from SK Hynix were insane. So quarter over quarter, their revenue was up 32%. Quarter over quarter, operating profits up, what, 38%... Half of their bookings are already contracted out through 2028.”at 22:07

  CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 · October 28, 2026

• Matt Stucky · Northwestern Mutual Wealth Management CompanyBullish

  SK Hynix trades near 0.9x expected 2028 book value, too cheap for the growth it should deliver.

  SK Hynix trades at roughly 90 cents per dollar of expected 2028 book value. Stucky argues that this is not the sentiment investors would have if they were underwriting multiple years of steep earnings growth. He treats the low valuation as evidence of pessimism about the trade's sustainability. That pessimism, he says, creates an opportunity if the build-out momentum persists into next year.

  “Let's take SK Hynix as an example. The stock is trading, you know, roughly 90¢ of a dollar of expected book value in 2028.”at 6:02

  Bloomberg Surveillance: Bloomberg Surveillance TV: October 21st, 2026 · October 21, 2026