Korean Brokerages Diverge on SK Hynix Outlook; KB Maintains Buy as 2027 Memory Supply Tightens 4–7%

According to Etoday, Korean brokerages are split on SK Hynix's long-term growth prospects amid diverging views on whether artificial intelligence storage demand can sustain the upside. KB Securities maintains a "buy" rating, projecting that global DRAM and NAND supply growth will reach only 7% and 4% respectively in 2027, falling below demand growth of 17% and 19%, potentially tightening memory shortages further versus 2026.

BNK Investment Securities holds the opposite view, arguing that mega-cap cloud service providers' AI infrastructure investment momentum is weakening, and that SK Hynix's planned American Depository Receipt (ADR) listing will not significantly alter the company's valuation.