KB Securities analysts led by Jeff Kim say SK Hynix will benefit in H2 from
accelerating AI infrastructure investment and from a storage-chip supply
shortage expected to persist through end-2028. "Under continued expansion of
AI-related investment, SK Hynix's earnings and share-price uptrend is far from
over," they said. KB forecasts global AI investment at $800 bln in 2026, $1.1
tln in 2027 and $1.5 tln in 2028, and raised its 2026 operating profit forecast
for SK Hynix by 3.6% to 290 tln won.
