Analysts: SK Hynix expected to benefit from accelerated AI investment in the second half of the year

Odaily Planet Daily News KB Securities analysts Jeff Kim and others stated that SK Hynix is expected to benefit from the accelerating AI infrastructure investment in the second half of the year, and will also benefit from the memory chip supply shortage expected to last until the end of 2028. The analysts said: "Driven by the continuous expansion of AI-related investments, the upward trend in SK Hynix's profits and stock prices is far from over."

KB Securities predicts that total global AI investment will reach $800 billion in 2026, $1.1 trillion in 2027, and $1.5 trillion in 2028. KB Securities has raised its forecast for SK Hynix's 2026 operating profit by 3.6% to 290 trillion won. (Jinshi)