SK Hynix, Up 1000% Over Past Year, Poised for Stronger Profit Growth in 2027 Amid Supply Tightness

GateNews
According to Richard Clode, co-manager of Janus Henderson's Global Technology Leaders Fund, SK Hynix is positioned to see stronger profit growth in 2027 when multi-year supply contracts are expected to be renegotiated at elevated levels. The fund, managing $8.3 billion in assets, cited tight supply conditions in the high-bandwidth memory chip market as a key driver of the Korean chipmaker's opportunity, noting that supply shortages are expected to intensify further next year.
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