Given that AI-driven demand for HBM continues to crowd out DDR capacity, coupled with the replacement cycle for traditional servers and a synchronized surge in SSD demand, the supply-demand gap in the global DRAM market will extend through 4Q27, marking a once-in-30-years memory supercycle, media reports said, citing a research report from UBS.SK Hynix (000660.KS) holds a leading position in the HBM segment. UBS has lifted its target price for SK Hynix from KRW1.55 million to KRW1.7 million and the EPS forecasts for 2026-27 by 22% and 29%, respectively.Related News Citi Expects SK Hynix (000660.KS) 1Q Operating Profit to Surge 4.26x YoY; TP Raised to KRW1.7M
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