SK hynix Inc. receives a Buy rating, driven by record revenue, stellar profitability, and a fortified balance sheet amid surging AI memory demand. The investment thesis centers on HBM leadership and AI server exposure, not speculative Intel partnership headlines, which are still exploratory and non-essential. Q2 2026 results highlight 257% YoY revenue growth, 76% operating margin, and a net cash position of KRW 69.4 trillion, enabling disciplined investment.
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