The South Korean government has personally stepped in to promote the bullish outlook. $SKHYNIX

On the news front, people are going through the chips market one by one: SK hynix is investing 100 trillion won to build NAND flash memory and advanced packaging plants in Cheongju, while Samsung is co-investing 140 trillion won to build HBM packaging production lines in Chungcheong. The total industry investment scale reaches 392 trillion won.
The Korean Ministry of Trade, Industry and Energy (MOTIE) has directly stated its position: tax incentives, policy financing, and administrative support are all fully maximized. This is not just corporate “painting a pie chart”; it is a national strategy led by President Lee Jae-myung, and it has been explicitly listed as a “ten-year national policy.”
Market reaction also came quickly. Barclays initiated coverage for SK hynix’s ADR for the first time, with a target price of $330 and a direct rating of “Overweight.” The ADR jumped 27% overnight, and the Korean listed parent stock also surged by more than 10%. SemiAnalysis is even more aggressive, predicting that the average DRAM price will rise by 45% quarter-over-quarter. It says that the tight supply-and-demand situation will worsen further, and by 2027 DRAM supply will only meet 60% to 70% of actual demand.
In just one sentence: the Korean government is backing it, the giants are throwing money in, and institutions are calling for more upside, with the fundamentals propping up the move. This run still isn’t over, in Qianjin’s view.
#SpaceX空头持仓升至流通盘29%