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000660.KS · SK hynix Inc.SK hynix Inc.
🔬 The rally in KOSPI/EWY is driven by fundamental memory price hikes from SK Hynix and Samsung, with NAND prices increasing 100%+ in Q1 and another 100% in Q2 against analyst projections, leading to record FCF and sustainable rally
high convictionFirst mentioned Mar 8, 2026
The rally in KOSPI/EWY is driven by fundamental memory price hikes from SK Hynix and Samsung, with NAND prices increasing 100%+ in Q1 and another 100% in Q2 against analyst projections, leading to record FCF and sustainable rally.
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$2.33M
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entry Mar 8, 2026
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openedMar 8, 2026
The rally in KOSPI/EWY is driven by fundamental memory price hikes from SK Hynix and Samsung, with NAND prices increasing 100%+ in Q1 and another 100% in Q2 against analyst projections, leading to record FCF and sustainable rally.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.