SK Hynix Stock Falls 5.1% as Rubin Memory Moves Into View
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SK Hynix Stock Falls 5.1% as Rubin Memory Moves Into View Khac Phu Nguyen Mon, September 28, 2026 at 4:42 PM EDT 1 min read SKHY NVDA SKHY This article first appeared on GuruFocus . SK Hynix ( NASDAQ:SKHY ), the AI-memory and storage manufacturer, showcased its 36GB HBM4 and 96GB SOCAMM2 on Nvidia's ( NASDAQ:NVDA ) Vera Rubin platform. Its Seoul shares closed September 28 down 5.1%. The display puts SK Hynix in three parts of the AI rack: GPU memory, CPU memory and storage. That reach could matter more than any single chip. HBM4 serves the Rubin GPU, while SOCAMM2 supplies the Vera CPU. SK Hynix also displayed server DRAM and enterprise SSDs. Management projects PCIe enterprise-SSD demand to rise from 509 exabytes in 2026 to 1,933 exabytes in 2030nearly fourfold growth. Warning! GuruFocus has detected 1 Warning Sign with SKHY. Is SKHY fairly valued? Test your thesis with our free DCF calculator. The GF Value graphic shows a $180.615 price against a $124.58 estimate, a 44.98% premium. Investors are already paying for a substantial growth story. The conference display shows where SK Hynix wants to sell more; qualification, yields and profitable production volume will determine how much of that opportunity reaches earnings.
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