SK Hynix is trading at $160.84, up +3.52%, as memory-chip stocks rebound on TrendForce’s projection that cloud-service-provider capital expenditure will surge 98% in 2026.
- DRAM and NAND represent 47% of projected spending.
- Gartner forecasts 92% semiconductor-revenue growth in 2026, led by sharply higher DRAM and NAND revenue as AI infrastructure investment continues.
- Same-day SK Hynix labor-union rejection is a countervailing company-specific risk, not the apparent driver of the gain.