SK Hynix Shares Hit New High as Bullish Momentum Builds

SK Hynix (000660.KS) shares surged to a new high today, fueled by technological advancements and strong financial performance. The stock’s upward trajectory reflects growing confidence in the company's strategic initiatives and its position in the rapidly evolving semiconductor market.

The share price reached a peak of 315,000 KRW during the trading session before settling to close at 307,000 KRW. This represents a 14.98% increase over the past month, signaling strong bullish momentum. The recent price action underscores the market's positive reception to SK Hynix's latest developments.

The company's announcement of the mass production and supply of its ZUFS 4.1 mobile NAND solution has resonated with markets. As the world's first mass-produced solution of its kind, ZUFS 4.1 is poised to enhance on-device AI capabilities in smartphones. The solution reduces app launch times by 45% compared to conventional UFS and significantly improves sustained performance, making it optimal for large-scale data processing.

The successful qualification process was completed in June, with mass production and supply beginning in July. This advancement reinforces SK Hynix's technological leadership and its ability to innovate in the competitive NAND flash memory market.

Adding to the positive sentiment, SK Hynix recently deployed the High NA EUV lithography machine at its M16 fabrication plant in Icheon, South Korea. This deployment positions SK Hynix ahead of competitors like Intel in the race to produce more advanced semiconductor chips.

The TWINSCAN EXE:5200B system enables the production of transistors 1.7 times smaller with 2.9 times higher density compared to previous technologies, supporting the rapidly growing AI computing industry.

SK Hynix's financial performance further bolsters its market position. In the second quarter of 2025, the company reported an operating profit of ₩9.2 trillion ($6.7 billion), a 68% year-on-year increase, with revenue rising 35% to ₩22.2 trillion ($16.1 billion). This strong performance is primarily attributed to the company's leadership in high-bandwidth memory (HBM) chips, crucial for AI applications and supplied to companies like Nvidia.

However, it's important to note potential headwinds. The U.S. government is considering implementing annual approval requirements for the export of chipmaking supplies to the China-based factories of SK Hynix and Samsung Electronics. This move could introduce uncertainty and potentially impact SK Hynix's operations in China, although the immediate impact remains to be seen. Markets will be watching this story closely.

Analysts are closely monitoring SK Hynix's ability to maintain its technological edge and navigate geopolitical challenges. The company's strategic investments in advanced manufacturing technologies, such as the High NA EUV lithography machine, and its focus on high-growth markets like AI computing, position it favorably for long-term growth.

Today's price movement reflects the confluence of technological breakthroughs and robust financial results, potentially setting the stage for continued positive sentiment around SK Hynix.