Skip to content

SK Hynix (SKHY) ☆

memory & storage · Industry Index 41 (rank #4) · mkt cap $1.1T

ⓘ Data freshness

price: as of 2026-10-30 index: as of 2026-10-30 fundamentals: latest filing 2026-06-30 Reports quarterly (financials via Yahoo Finance; not SEC-registered)

ⓘ About this listing

000660.KS · KRX · prices in KRW, as this listing quotes them — never converted.

Everything else on this page — market cap, PE, the Industry Index rank, the signal and the published track record — is struck on the primary listing, SKHY, and is not restated here. Its price is not shown at all while you are on this listing: the two are different securities in different currencies, and putting both on one screen is the comparison this page will not draw. It is on the SKHY card.

Korean memory maker; the leading high-bandwidth-memory (HBM) supplier for AI accelerators. No SEC XBRL (Korean listing).

Signal

signal: as of 2026-10-13

Short (~2 weeks)

0%
Low-confidence · Neutral
Conviction 0
  • News— Recent sentiment 0.29 vs 120d baseline 0.20 across 4 stories.[news][news][news]
  • Options positioning— Delayed per-contract options — call premium 46% / put 54% (net skew -0.09), unusualness 35/100. Context: earnings in 14 days.[options]
  • Price momentum— Technical downtrend across short horizon(s) — vote -0.76, confidence 0.39 from 7 indicator sub-signal(s).[price] · derived internally
  • Structural— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · derived internally

Medium (~3 months)

24%
Bullish
Conviction 24
  • Growth trend— Revenue 211% YoY (accelerating), net margin expanding.[filing: revenue 2026Q2 vs 2025Q2]
  • Structural— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · derived internally

Long (~6 months)

67%
Bullish
Conviction 67
  • Growth trend— Revenue 211% YoY (accelerating), net margin expanding.[filing: revenue 2026Q2 vs 2025Q2]
  • moat— Editorial prior (subjective, NOT backtested): narrow moat / clear_leader / strong pricing ⇒ wider/leading long-horizon tilt 0.24. Bounded, low-confidence input.[moat: Editorial moat profile — sk-hynix — narrow moat, clear_leader, strong pricing (as of 2026-01-28)]
  • Structural— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · derived internally

Show Details

Relationship network

Loading relationship graph…
  • CXMT — competitor
  • Advantest — supplier
  • Disco Corporation — supplier
  • FormFactor — supplier · 30% · disclosed
  • Lam Research — supplier
  • Samsung Electronics — competitor
  • NVIDIA — customer · 60% · editorial estimate
  • ASML — supplier · 50% · editorial estimate
  • Micron — competitor

Key relationships

  • CXMT — competitor · CXMT's Q2 2026 gross margin of 87.59% drew level with the global memory leaders — TrendForce benchmarks it directly against SK hynix (83.2% in 2Q26) and Micron as China's DRAM leader rivals the incumbents, with H1 revenue up 873.64% year over year to RMB 150.3 billion. source: trendforce.com
  • Advantest — supplier · Advantest's test platforms are the reference systems for HBM at memory makers such as SK Hynix, driving ATE demand tied to AI. source: digitimes.com
  • Disco Corporation — supplier · Disco's wafer grinders and dicing saws are used by memory makers such as SK Hynix for HBM die thinning and stacking. source: kedglobal.com
  • FormFactor — supplier · 30% dependency · FormFactor discloses SK Hynix as its largest customer (roughly 29.5% of revenue), supplying probe cards for HBM/DRAM wafer test. source: sec.gov
  • Lam Research — supplier · Lam Research supplies etch and deposition equipment to SK Hynix for DRAM/HBM and NAND production, and has disclosed SK Hynix among its largest customers. source: sec.gov
  • Samsung Electronics — competitor · SK Hynix and Samsung are the two leading rivals in the HBM and DRAM market, competing for NVIDIA HBM qualification and share. source: kedglobal.com
  • NVIDIA — customer · 60% dependency editorial estimate · SK Hynix is the lead supplier of HBM3E memory stacked into NVIDIA's data-center GPUs, with capacity reported sold out through 2025. source: reuters.com
  • ASML — supplier · 50% dependency editorial estimate · SK Hynix uses ASML EUV lithography for advanced DRAM nodes that feed HBM production. source: asml.com
  • Micron — competitor · Micron and SK Hynix compete in the HBM and DRAM markets; Micron's 10-K names SK Hynix as a principal competitor. source: sec.gov

Options positioning

delayed · aggregate: as of 2026-10-30
  • Call vs put volume: 105,460 calls · 80,437 puts — tilt +13.5% toward calls
  • Vol/OI turnover: 0.37×
  • Premium ($ notional proxy): $35.5M calls · $32.0M puts — tilt +5.2% toward calls
  • OTM tilt: +18.7% toward OTM calls
  • IV skew (put − call): -0.5%