SEOUL, Jan 26, 2026, 01:14 KST — Market session ended.
SK hynix Inc shares ended Friday’s session up 1.59%, closing at 767,000 won. During the day, the stock fluctuated between 744,000 and 776,000 won. (Skhynix)
The chipmaker will release its fourth-quarter results on Jan. 29. Investors are focused on the report for clues about memory pricing and supply amid ongoing AI-driven demand that’s straining capacity. (Skhynix)
The stock has surged sharply, climbing 31.34% in the last month and an eye-popping 249.43% over the past year, according to data. That leaves minimal margin for error on guidance or spending moves. (FnGuide)
High-bandwidth memory, or HBM, plays a crucial role here — it’s stacked DRAM that powers AI accelerators by delivering data efficiently while cutting down on space and energy use. SK hynix, Nvidia’s chief HBM supplier, dominated the market last year, grabbing a 61% share, according to Macquarie Equity Research figures cited by Reuters. (Reuters)
SK Hynix America CEO Sungsoo Ryu told Reuters earlier this month the company plans to accelerate the opening of a new Yongin fab and begin wafer production at another facility next month. “We are seeing a lot of tremendous … demand,” he said. (Reuters)
Outside the company, pricing pressure remains high. Compal’s CEO called the surge in memory chip prices a “true super cycle,” adding that the top three memory producers — Samsung Electronics, SK hynix, and Micron — have been caught off guard as AI server demand squeezes supply. (Reuters)
That same tight supply is beginning to weigh on consumer electronics. Reuters cited IDC and Counterpoint forecasting a drop in global smartphone sales of at least 2% this year, with the PC market set to shrink by at least 4.9%. eMarketer analyst Jacob Bourne added that the shortage “is certainly going to show up as higher prices for consumers.” (Reuters)
SK hynix is hovering close to its recent peak on the tape. The stock hit an intraday high of 788,000 won on Jan. 8, based on historical data, with Friday’s close just shy by roughly 3%. (Investing)
Traders are currently focused on whether the AI-driven surge in memory demand is outpacing the tech supply chain’s ability to keep up, and if competitors are catching up in HBM by ramping up their own production capacity.
SK hynix will release its results on Jan. 29 before 9:00 a.m., followed by a live conference call conducted in Korean with English interpretation provided, the company announced. (Skhynix)
