What smart money is saying about SK Hynix Inc.
7 funds in our archive have pitched SK Hynix Inc. — most recently Ariel Emerging Markets Value ex-China in March 2026.
SK hynix Inc., together with its subsidiaries, engages in the manufacture, distribution, and sale of semiconductor products worldwide. The company offers memory semiconductor products, including DRAM, NAND flash, multi-chip package, etc.; and system semiconductors, such as CMOS image sensors, etc. Its products used in server, networking, mobile, personal computer, consumer, and automotive applications. The company was formerly known as Hynix Semiconductor Inc. and changed its name to SK hynix, Inc. in March 2012. SK hynix, Inc. was founded in 1949 and is headquartered in Icheon-si, South Korea.
Fund coverage · 7 theses
- Ariel Emerging Markets Value ex-ChinaMarch 2026
SK Hynix is a leading memory maker benefiting from AI-driven demand, HBM leadership, and favorable supply-demand dynamics that support margins and secular growth.
Read the full thesis - Artisan Sustainable Emerging Markets StrategyDecember 2025
SK hynix Inc is a leading memory chipmaker positioned to benefit from AI-driven demand through high-bandwidth memory leadership, improving pricing, and strong financial discipline.
Read the full thesis - Ariel GlobalDecember 2025
SK Hynix Inc. is a leading memory producer with commanding HBM share and emerging HBF advantage positioned to benefit from accelerating AI infrastructure demand.
Read the full thesis - Harding Loevner Emerging Markets EquityDecember 2025
SK hynix is a leading HBM supplier to NVIDIA with improved balance sheet and higher through-cycle margins driven by its early strategic commitment to AI-critical memory.
Read the full thesis - Third PointSeptember 2025
SK Hynix is a market leader in high bandwidth memory with a significant growth outlook due to AI driving demand, while it trades at a substantial discount compared to competitors.
Read the full thesis - Sands Capital Emerging Markets GrowthSeptember 2025
SK hynix is the world's largest dedicated producer of memory chips, poised to benefit from the growing demand for high-bandwidth memory driven by advancements in AI and high-performance computing.
Read the full thesis - Alger International Opportunities FundJune 2025
SK Hynix is a leading memory manufacturer with a dominant position in high-bandwidth memory (HBM), leveraging advanced technology to capitalize on increasing demand from AI applications and improving market share and revenue.
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