[Feature Stock] SK Hynix, First Breakthrough of 1.3M Won During Trading…New High Driven by HBM Expectations

SK Hynix’s stock price surged strongly, breaking through the 1.3 million won mark for the first time during the trading session. According to data from the Korea Exchange, SK Hynix closed at 1.292 million won, up 5.73% from the previous trading day. During the session, it briefly rose to 1.317 million won, setting new all-time highs for both intraday and closing prices.

The increase was interpreted as being driven by the simultaneous strengthening of technology stocks and semiconductors on the New York stock market last week. In New York, the Philadelphia Semiconductor Index jumped 4.32%, supported by expectations that demand for central processing units (CPUs) in the artificial intelligence (AI) industry would expand, along with Intel’s encouraging first-quarter performance—both factors boosting investor sentiment.

In addition, SK Hynix’s competitiveness in the high-bandwidth memory (HBM) sector once again drew attention, which also supported the stock price. The market believes that SK Hynix has already established a technological advantage in HBM, a core component of AI semiconductors. Combined with continued improving outlooks for the supply of Nvidia-oriented HBM3E and next-generation HBM4, its earnings outlook has been further strengthened.

Earlier, the market had also commented that, even with SK Hynix’s HBM products effectively sold out in advance, the visibility of its long-term performance had been enhanced. Based on this analysis, the market is treating it as the biggest beneficiary of the expansion in AI memory demand, and that view is reflected in the stock price as well.