JPMorgan Chase: Expects Hynix's Next-Year HBM Contract Price Increase to Be Below Market Expectations

BlockBeats News, August 11th, Morgan Stanley's Asia-Pacific Tech Review pointed out that investors generally expect SK Hynix's shareholder return to be at least 50% of Samsung Electronics' level, based on management's indication of an update before the end of the third quarter.

In addition, the market also anticipates that Hynix's 2027 fiscal year HBM contract pricing will rise by over 50% due to the tight supply and demand situation for bulk D5. However, Morgan Stanley analyst Jay holds a more conservative view, considering NVIDIA's strategic importance and SK Hynix's annual repricing capability, predicting that the annual contract price increase will be below 40%.