Memory Tightness to Run into 2028: What It Means for SK Hynix

Posted on by Eben@CANSLIM Research

In a report examining why the 2027 DRAM and HBM upcycle looks set to extend, the analysis draws on an expert session with TrendForce to argue that the memory market’s tightening is structural rather than cyclical. The report’s central claim is that supply, not demand, will set the pace of the next two years, and that this favours the two Korean incumbents it covers with Buy ratings: Samsung Electronics (SEC) and SK Hynix (000660.KS).

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