STOCKS | KB Securities Expects SK Hynix to Benefit From AI Investment and Memory Chip Shortage

KB Securities analysts, including Jeff Kim, said SK Hynix is expected to benefit in the second half of the year from accelerating investment in AI infrastructure and from a memory chip supply shortage that they expect to last through the end of 2028. According to Odaily, the analysts said that driven by continued expansion in AI-related investment, the upward trend in SK Hynix’s earnings and share price is not yet over. KB Securities forecast global AI investment will reach $800 billion in 2026, $1.1 trillion in 2027, and $1.5 trillion in 2028. The firm also raised its 2026 operating profit forecast for SK Hynix by 3.6% to 290 trillion won.