SK Hynix Target Price Spreads 245 Million Won Across Korean Brokerages on July 10 Amid AI Outlook Divide

According to Edaily, SK Hynix target price estimates from Korean brokerages diverge sharply on July 10, ranging from 185 million won (BNK Investment & Securities) to 430 million won (Hana Investment & Securities), reflecting a 245 million won gap. The disagreement centers on AI infrastructure investment sustainability and memory chip supply dynamics.

Conservative analysts at BNK warn AI investment momentum is slowing, with major cloud service providers moderating capital expenditure growth from 83 percent this year to 23 percent next year, justifying a 185 million won target. Optimistic forecasts from KB Securities (420 million won) and Hana Finance (430 million won) project global AI infrastructure investment will expand from 390 billion dollars in 2025 to 1.1 trillion dollars by 2027, with memory's share rising from 14 percent to 50 percent. They also expect memory supply growth to remain constrained at 4–7 percent through 2027 while demand climbs 17–19 percent.