Seeking Alpha
31 Oct 2026, 10:19 UTC · 1h ago
SK hynix: Sold Out Through 2029 But CapEx Is The Focus
Impact · against what's priced in
SK hynix demonstrates exceptional revenue visibility with HBM and DRAM volumes sold out through 2029, though this strong demand creates a CapEx burden. The massive cash reserve of KRW 98.7T mitigates funding risks, providing a stable outlook for long-term earnings.
- 000660+0.60
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- In context
Sold-out volumes through 2029 and long-term agreements covering over half of 2027-2028 capacity provide rare multi-year revenue predictability for a cyclical semiconductor business.
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