---
symbol: "SKHX"
name: "SK Hynix"
date: 2026-10-28
change_pct: 4.152418172936004
direction: "up"
event_type: "guidance"
url: "https://perplo.app/why/SKHX/2026-10-28"
updated_at: 2026-10-28T01:07:25.716Z
---

# Why SK Hynix (SKHX) rose 4.15% on October 28, 2026

SK Hynix (SKHX) rose 4.15% on October 28, 2026 — SK Hynix sees strong DRAM, NAND growth in 2027.

## What happened

SK Hynix guided that market DRAM demand will grow in the mid-20% range in 2027 year over year, and NAND demand in the high-teens. The stock rose 4.2% on that outlook.

## Why it moved

A confirmed multi-year demand growth path lifts the earnings assumptions investors apply to DRAM and NAND pricing, so the stock re-rates on a longer runway.

## Why it matters

This is the AI memory supercycle in company form: AI inference and hyperscaler demand are pulling DRAM and HBM volumes higher, and SK Hynix is the cleanest pure-play in Korea Tech.

## What would break the thesis

The thesis breaks if hyperscaler capex slows or new supply outpaces the 20%-plus demand growth, which would compress memory prices.

## Sources

- [SK HYNIX EXPECTS MARKET DEMAND FOR DRAM TO GROW MID-20% IN 2027 YOY AND NAND MARKET DEMAND TO GROW HIGH-TEENS % IN 2027 YOY](https://t.me/marketfeed/1065276) — MarketFeed
- [SK Hynix Q3 profit beats expectations, vows $75 bln in shareholders returns](https://www.investing.com/news/earnings/sk-hynix-q3-profit-beats-expectations-vows-75-bln-in-shareholders-returns-4977255) — Investing.com
- [SK hynix posts record Q3 profit, plans W100tr in shareholder returns this year](https://www.koreaherald.com/article/10917003) — Korea Herald

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