Long000660.KSJul 2026
SK hynix Inc.
Minotaur believes the July selloff in SK hynix represents a repricing of memory stocks rather than a breakdown in the AI demand thesis. The fund argues that AI memory demand is…
000660.KS
Which hedge funds are long 000660.KS?
10 published ideas on SK hynix Inc. across 7 funds — 10 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on SK hynix Inc.: the full 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
- Minotaur Global Opportunities Fund
- Minotaur Global Opportunities Fund / Minotaur Capital Management Pty Ltd
- BAMCO, Inc. - Baron Emerging Markets Fund
- BlackRock Global Dividend Fund
- Diamond Hill Capital Management, LLC - International Strategy
- Fidelity Dividend Growth Fund
- Sands Capital Management, LLC - Emerging Markets Growth Composite
Long theses
Long000660.KSJul 2026
SK hynix Inc.
Minotaur believes the memory cycle is being structurally extended by AI demand that is outrunning available supply, with meaningful new capacity unlikely before 2027. Customer…
Long000660.KSJul 2026
SK hynix Inc.
Minotaur's memory thesis is that AI systems require rapidly growing amounts of memory while demand is outrunning available supply. Meaningful new industry capacity is not…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is the current leader in high-bandwidth memory used alongside AI processors. Customers have pre-booked more than three years of HBM supply, exceeding current production…
Long000660.KSJun 2026
SK Hynix
SK Hynix benefited from strong demand for AI memory and favorable supply-demand conditions. Continued confidence in AI data-center investment supports the demand outlook for the…
Long000660.KSJun 2026
SK hynix
SK hynix is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising semiconductor…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is an out-of-benchmark semiconductor position benefiting directly from the AI memory cycle. Record revenue and strong first-quarter results reinforced Fidelity's view…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is the current leader in high-bandwidth memory used alongside AI processors. Customers have pre-booked more than three years of HBM supply, exceeding current production…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is one of the fund's largest holdings and a major beneficiary of the memory shortage spreading from high-bandwidth memory into conventional DRAM and NAND. AI inference…
Long000660.KSJun 2026
SK hynix
SK hynix is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising semiconductor…