Long000660Jun 2026
SK hynix
SK hynix is benefiting as AI inference and agentic workloads increase demand across high-bandwidth memory, conventional DRAM, and NAND. Physical constraints are limiting supply…
000660
Which hedge funds are long 000660?
3 published ideas on SK hynix across 3 funds — 3 long and 0 short.
SK hynix hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on SK hynix: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
Long000660Jun 2026
SK hynix
SK hynix is benefiting as the memory shortage broadens from high-bandwidth memory into conventional DRAM and NAND. AI inference and agentic workloads are increasing demand while…
Long000660Jun 2026
SK hynix
SK hynix is a leading memory producer benefiting from tighter DRAM, NAND, and high-bandwidth memory markets. First-quarter revenue rose 198 percent year over year and operating…