Optionality

mixed — strong FCF but capex-cyclical and HBM-capacity-committed; SK chaebol control (SK Square / SK group)

med confidence · as of 2026-07-26 · about SK Hynix

Sourced figures 1

kestrel board.yaml sk-hynix optionality axis capex-cyclical; SK chaebol control
2026-07 med

the working

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Memory Squeeze developing

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