SK Hynix & UBS
15 shared events · Importance 4 · Last updated Jun 03, 2026
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Business
SK Hynix: SK Hynix>>> reached a market capitalization of over $1 trillion, driven by strong demand for its high-bandwidth memory (HBM) chips used in AI accelerators. Its shares have surged significantly, and it has sold out its entire 2026 HBM production capacity.
UBS: UBS>>> significantly raised its target price for Micron Technology>>>, citing structural changes driven by AI in the memory sector.
May 27, 2026 · 15 articles
Business
SK Hynix: SK Hynix dominates the HBM market with a 56-58% share and completed a record Nasdaq debut. Its concentrated HBM focus offers high upside but also greater volatility if AI demand slows.
UBS: UBS provided projections for the memory industry, forecasting total revenue of $992 billion in 2026 and $1.76 trillion in 2027, with structural undersupply in DRAM through at least 2028.
Jul 06, 2026 · 6 articles
Business
SK Hynix: SK Hynix is the leading HBM supplier facing surging demand; it is accelerating domestic construction and reviewing global sites to boost capacity.
UBS: UBS expects the global DRAM industry to remain undersupplied until at least Q2 2028, supporting the long-term shortage narrative.
Apr 20, 2026 · 62 articles
Business
SK Hynix: SK Hynix is a key HBM supplier, benefiting from the AI memory boom, though it is not directly compared to Western Digital — Sandisk in the articles.
UBS: UBS analyst Nicolas Gaudois issued a bullish Dynamic random-access memory price forecast, indirectly supporting Western Digital — Sandisk's outlook.
Apr 20, 2026 · 95 articles
Domestic
SK Hynix: Announced a $29 billion share buyback, leading to a surge in its stock price.
UBS: Strategists noted historical interventions have limited effects.
Aug 19, 2026 · 127 articles
Business
SK Hynix: SK Hynix, a computer chipmaker partnering with Nvidia, saw its shares surge, contributing to the strong performance of the South Korean market and the broader tech rally.
UBS: Analysts at UBS raised their 12-month price target for Micron Technology, contributing to the positive sentiment around the stock.
May 20, 2026 · 72 articles
International
SK Hynix: SK Hynix climbed, helping the KOSPI recover from tech-led losses.
UBS: UBS upgraded Jabil, influencing its stock price.
Aug 11, 2026 · 27 articles
unfocused
SK Hynix: SK Hynix's stock seesawed, contributing to the volatility in South Korean equities.
UBS: UBS increased its price target on Micron Technology, contributing to Micron's stock surge and market valuation.
May 19, 2026 · 199 articles
Business
SK Hynix: SK Hynix's stock seesawed, contributing to the volatility in South Korean equities.
UBS: UBS increased its price target on Micron Technology, contributing to Micron's stock surge and market valuation.
May 26, 2026 · 9 articles
Business
SK Hynix: SK Hynix's stock fell sharply due to reports of slowing AI memory expansion, which sparked fears about AI data-center demand and impacted the broader AI-chip complex, including Qualcomm.
UBS: UBS's call on Micron's upside potential validated the structural thesis for AI demand, contributing to a semiconductor rally.
May 21, 2026 · 8 articles
International
SK Hynix: SK Hynix shares fell, tracking losses in tech shares overnight on Wall Street amid global market uncertainty.
UBS: UBS's head of Europepean equity strategy noted negative revisions for consumer-facing sectors in Europepe due to the war.
May 05, 2026 · 374 articles
International
SK Hynix: SK Hynix>>> reached a $1 trillion market capitalization, demonstrating strong performance in the tech sector despite broader market concerns.
UBS: Giovanni Staunovo at UBS provided commentary on the ongoing tensions and the restricted flows through the Strait of Hormuz, indicating the financial sector's monitoring of the situation.
Apr 20, 2026 · 607 articles
Business
SK Hynix: SK Hynix is mentioned as a global leader in the DRAM market, against whom Yangtze Memory Technologies has historically been viewed as a technological laggard.
UBS: UBS provided market analysis and forecasts regarding DRAM contract prices and the global memory market, indicating a continuing upcycle.
Apr 20, 2026 · 7 articles
International
SK Hynix: SK Hynix saw buying interest in Seoul. It is a chipmaker.
UBS: UBS analyst Staunovo commented on market hopes from Oman-Iran talks.
Jul 08, 2026 · 472 articles
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