JPMorgan: SK Hynix fell 15% last week, HBM pricing concerns overblown and shareholder returns to be realized ahead of schedule
Source：
www.techflowpost.com
According to TechFlow Research, SK Hynix's stock price fell 15% last week, underperforming KOSPI (-5%) and Samsung Electronics (-9%). Market concerns focus on HBM pricing discounts, unclear timing of shareholder returns, and the 54 trillion KRW capex plan. JPMorgan responded in an August 9 research report that media reports of a 50% discount on HBM pricing are inaccurate, the shareholder return plan will be implemented by the end of September, and the 54 trillion KRW capex is in preparation for the 2030 target of 1 million wafer capacity, not short-term aggressive expansion.
