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SeekingAlphaAugust 25, 2026 at 6:44 AM NY10 days ago

SK Hynix: Custom HBM Could Drive The Next Rerating

SK hynix (SKHY) Buy thesis: AI-driven custom HBM boosts defensibility and upside; 5x 2027 EPS could rerate to 8x, $210–$260 fair value.

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