On September 8, SK hynix rose 3.96% in pre-market trading, trading at approximately $180.12 per share, with turnover of $10.05 million. The stock extended its multi-day rally driven by a confluence of tightening memory chip supply and surging AI infrastructure demand.
On the news front, Korean brokerage KB Securities issued a warning that memory chip inventories at both Samsung Electronics and SK hynix have fallen below 10 days of supply this quarter, signaling a severe shortage. The report further projected that DRAM and NAND bit demand will exceed supply by more than 10 percentage points next year, with sellable volumes potentially at risk of depletion. The supply crunch is being exacerbated by the industry transition to next-generation HBM4 high-bandwidth memory.
Adding fuel to the rally, OpenAI's launch of its flagship model Astra reignited market enthusiasm for AI compute infrastructure, with memory chips viewed as a primary beneficiary. Meanwhile, SK hynix's 1c nm DRAM production capacity share is accelerating and is expected to surpass 1b process technology to become the mainstream node by early next year, reinforcing its technological leadership in advanced memory manufacturing.
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