NH tujeung "SK will take longer than Hynix Semiconductor favorable market expectations."

Was [Korea goyounghun financial newspaper reporter] NH Investment & Securities, saying robust semiconductor industry is expected to take longer than the market for 13 days SK Hynix aims to BUY We maintain an ₩ 68,000.

NH Investment & Securities yisecheol researchers "Last depending on the DRAM price hikes are growing weak demand concerns due to the smartphone BOM (Bill of Materials), DRAM density rises," he said, "DRAM my mobile account for a server DRAM demand, according to the latest cloud services expand it has expanded, although the weak demand caused mobile decided it would be absorbed by other demand it. "

The researchers analyzed that "the possibility of increased production of semiconductors companies in accordance with rising DRAM prices, but it is currently most DRAM makers are also parallel NAND (NAND) will also focus on the business sector investment."

Followed by "recent concerns about the market, DRAM prices and share prices, but DRAM makers will see a brisk with excessive investment refrain of" and "these market concerns are likely led to increased production refrain makers more solidly lead the semiconductor industry "he predicted.



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