SKHY SK hynix Inc.

SKHY SK hynix Inc.

Technology · Semiconductors

Desk view

Watchingmedium conviction
Basis Logged decision
Perspectives Memory Supercycle
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $160.77 · VWAP $162.49 · -15.7% vs 12m avg buyer

too-young as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

6 related campaigns

Watchlists @ai-bottlenecks@ai-scan@memory@thebuildout-advanced-packaging-2d3d-leaders@thebuildout-ai-storage-data-pipeline@thebuildout-china-ai-semiconductor-stack@thebuildout-custom-ai-silicon-hyperscaler-asics@thebuildout-dram-memory@thebuildout-hbm-memory@thebuildout-nand-flash-memory +1

SKHY Price Structure

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Peers

Every watchlist SKHY belongs to, members best 30-day change first — SKHY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-dram-memory
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RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d IFNNY-18.7% -2.2%1d -7.0%7d SKHY-27.6% +4.0%1d +0.4%7d
@thebuildout-nand-flash-memory
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MCHP-2.0% -0.6%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MU-18.1% +2.5%1d -0.1%7d SKHY-27.6% +4.0%1d +0.4%7d SNDK-31.9% -1.8%1d -4.7%7d
@memory
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RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d EWY-18.5% +1.5%1d +0.6%7d DRAM-24.0% +3.0%1d +1.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d DISK-28.7% +2.8%1d -0.3%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d SIMO-32.2% -0.3%1d -11.3%7d
@thebuildout-china-ai-semiconductor-stack
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SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d ASML-9.9% +0.7%1d -4.3%7d BABA-10.1% -2.1%1d -8.7%7d ASX-11.9% +2.5%1d -2.1%7d BIDU-14.0% -1.0%1d -3.7%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d KLAC-22.5% -1.5%1d -12.2%7d LRCX-25.1% 0.0%1d -12.8%7d SKHY-27.6% +4.0%1d +0.4%7d ARM-36.8% +0.1%1d -7.7%7d
@thebuildout-hbm-memory
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SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d TSM-6.3% +1.5%1d +1.4%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d TER-20.6% 0.0%1d -5.0%7d KLAC-22.5% -1.5%1d -12.2%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d ONTO-29.6% 0.0%1d -10.0%7d
@thebuildout-ai-storage-data-pipeline
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P+12.5% +1.8%1d -0.6%7d NTAP+9.8% +1.4%1d +5.7%7d IBM+8.9% +0.6%1d +9.2%7d SNOW-2.8% +3.6%1d +6.1%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d KLAC-22.5% -1.5%1d -12.2%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d ALAB-28.7% -0.3%1d -10.0%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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MSFT+4.8% +0.7%1d -0.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d GOOG-5.3% -1.1%1d -5.8%7d TSM-6.3% +1.5%1d +1.4%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d META-13.6% -1.0%1d -9.4%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ARM-36.8% +0.1%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d
@thebuildout-advanced-packaging-2d3d-leaders
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DOW+13.8% +2.5%1d +8.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d MMM+1.9% -1.2%1d +5.3%7d NDSN-0.8% 0.0%1d -1.1%7d GFS-4.4% +2.4%1d -4.9%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d QCOM-10.8% +1.8%1d +2.2%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d NVMI-14.9% +0.4%1d -3.1%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d GLW-19.9% -0.2%1d -6.3%7d AMAT-20.5% +0.4%1d -7.8%7d TER-20.6% 0.0%1d -5.0%7d KLAC-22.5% -1.5%1d -12.2%7d UMC-23.5% +1.9%1d -4.7%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ONTO-29.6% 0.0%1d -10.0%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d
@watching
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SHOP+18.5% -0.1%1d -0.5%7d KRMN+10.9% +6.0%1d +5.7%7d IBM+8.9% +0.6%1d +9.2%7d WMT+8.5% -1.0%1d +0.9%7d UPS+5.5% -0.5%1d +3.7%7d FDX+2.5% -1.7%1d +1.8%7d KLAR-1.0% -3.2%1d -1.6%7d RDDT-5.1% -4.0%1d -7.6%7d CNH-16.4% -0.8%1d -0.9%7d DELL-17.0% +0.8%1d +1.1%7d MT-17.4% -1.3%1d -5.7%7d HOOD-22.5% -1.6%1d -3.8%7d SKHY-27.6% +4.0%1d +0.4%7d KOPN-30.6% +0.9%1d +2.7%7d CEPL-51.8% -2.2%1d -11.7%7d
@ai-scan
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VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Desk commentary

Authored analysis and challenge notes tied to SKHY.

1

Next earnings SKHY reports in 4 days Oct 27

Last report Jul 28

Reported EPS $9.06 versus analyst consensus of $4.87 (+86.1%).

full note →

Against street estimates

How SKHY's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

1 quarter on file · newest report Jul 28 · projection Oct 23

Result
Jul 28 4.8790.62+1760.7%Beat

Recent news

Headlines about SKHY from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

SKHY research tape

49 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung... scan 2026-10-16 AI Scan tweet Zephyr — the physics of SK Hynix's HBM4 problem: halving the die gap cuts underfill flow 8x scan 2026-10-09 AI Scan brief AI Money Bought Running Power Plants and Sold the Build-Out
Types
Read
Oct 16 tweet Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031

Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031

GOOGLMUSKHY#memory-supercycle
Oct 16 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 15 tweet Zephyr — the physics of SK Hynix's HBM4 problem: halving the die gap cuts underfill flow 8x

Zephyr — the physics of SK Hynix's HBM4 problem: halving the die gap cuts underfill flow 8x

SKHYMU005930.KS#memory-supercycle
Oct 9 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Article AI Money Bought Running Power Plants and Sold the Build-Out
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CEGVSTTLNGEVVRTSEIETNCMI#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery +4 more
Oct 8 tweet SemiAnalysis — HBM de-specs to bandwidth; hybrid bonding goes from when to if

SemiAnalysis — HBM de-specs to bandwidth; hybrid bonding goes from when to if

SKHYBESIY#memory-supercycle
Oct 2 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 28 Deep Dive SK hynix's Memory Upcycle Faces a Capacity Test
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SKHY
Sep 25 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 16 pick Reuters — SK Hynix in talks to build memory in the US with Intel for the first time

Reuters — SK Hynix in talks to build memory in the US with Intel for the first time

INTCSKHYMU#memory-supercycle
Sep 11 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 10 tweet Serenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months

Serenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months

MUSKHY#memory-supercycle
Sep 10 tweet Terry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short

Terry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short

SNDKMUAMDLITECOHRSKHY#memory-supercycle#optical-supercycle#nearline-storage
Sep 7 Market Brief Memory Leads, Software Splits
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AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 6 Article SK hynix: memory pricing and supply plans
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SKHYMUSNDK#memory-supercycle#ai-capex-digestion
Sep 6 Market Brief Micron Leads the Tuesday Entry Map
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AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 5 Market Brief A War Priced as Rates
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AMGNAMTARKWAUBDXBMYLULUPATH +4 more
Sep 4 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 2 Market Brief Three Beats, Three Selloffs, and a Hike Nobody Hedged
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AMBAANFAPLEATEYYATIAVTDELLCRDO +4 more
Sep 1 Market Brief Neoclouds Break as One, Gold Breaks With Them
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ACLSAIQAMLXARWATRCAUNGLNMM +4 more
Sep 1 Market Signal Gate Recomputes Gold Breaks and Three Convergence Raises

Market signal state changed.

GLDUUPMSFTSKHYDHRBUFR
Aug 31 Market Brief Memory Runs, Cyber Breaks Out, Oil Taxes the Tape
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ASBLKBLMNBRZEBUGCALMBOXDT +4 more
Aug 28 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 26 Market Signal The AI Money Went Into the Ecosystem, Not Into Nvidia

Market signal state changed.

NVDAMUSNDKWDCSTXSKHYCRWVNBIS#memory-supercycle#ai-power-delivery +4 more
Aug 24 Market Brief The Long End Made Up Its Mind
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ADA-USDAIRALGMALSNAUAVTRDACFRSH +4 more
Aug 22 Market Brief The Cooldown That Isn't a Breakdown
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ADBEAEMAGAGROALNTANETHRBWMT +4 more
Aug 22 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 4 Market Signal AI Hardware Entry Cluster Fires — Flow Signal

Market signal state changed.

TERCBRSSKHYNVDAARMNBIS
Jul 31 Article One Seller: Anatomy of the AI Whiplash
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MUSNDKSKHYNBISCRWVEWYBESTX#memory-supercycle +1 more
Jul 31 News KOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW
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EWYSKHYMUSNDKNBISCRWVBE#memory-supercycle
Jul 31 tweet Korean retail's 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back

Korean retail's 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back

EWYSKHY#memory-supercycle
Jul 31 Scan AI Scan
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NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 30 News The buyer has a name: Citadel takes the Situational Awareness book — WSJ/Reuters, captured 2026-07-30 EOD
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SNDKMUSKHYCRWVNBISADBE#memory-supercycle
Jul 30 Source The Situational Awareness arc — paradislabs tweet
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SNDKMUSKHY#memory-supercycle
Jul 30 Source Situational Awareness NAV vs gross exposure — Kobeissi tweet
—
SNDKMUSKHY#memory-supercycle
Jul 30 Article The Forced Seller Has a Name: Situational Awareness Dumps Its Entire Public Book
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SNDKMUNBISCRWVADBESKHY#memory-supercycle
Jul 30 News Situational Awareness forced unwind — CNBC/FT, captured 2026-07-30
—
SNDKMUNBISCRWVADBESKHY#memory-supercycle
Jul 29 Market Signal Risk Off Cluster Mu Wulf Invalidated Duty Pass

Market signal state changed.

MUWULFSKHY#memory-supercycle
Jul 29 Source Korea margin cascade
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EWYSKHY#memory-supercycle
Jul 29 Source Korea margin cascade
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EWYSKHY#memory-supercycle
Jul 28 Catalyst SKHY earnings
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SKHY
Jul 13 pick Wonderful at a Fair Price — 'Micron Stock and the $26.5 Billion Tell'

Wonderful at a Fair Price — 'Micron Stock and the $26.5 Billion Tell'

MUSNDKSKHY#memory-supercycle
Jul 13 Investigation The memory selloff is an ASP repricing — and the $26.5B raise is the tell
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SNDKMUSKHYSTXWDCSIMORMBSEEWY#memory-supercycle
Jul 13 reddit r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%)

r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%)

SKHYMUSNDKEWY#memory-supercycle
Jul 10 Event SK Hynix Nasdaq ADR debut (SKHY)
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SKHY