External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives.

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Equity Bottom-Up

<ul><li>HBM progress: SK Hynix dismissed concerns over potential quality issues with HBM4 or the possibility that shipments could be delayed to 3Q26, while confirming that there have been no changes to the launch schedule of its largest customer’s next-generation GPU or to the associated HBM4 supply timeline.</li><li>Regarding the possibility that the GPU could be released in two versions, the company indicated that nothing has been confirmed.</li><li>It also reaffirmed that its HBM supply agreement with the customer for 2026 volumes has already been finalized.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

HBM progress: SK Hynix dismissed concerns over potential quality issues with HBM4 or the possibility that shipments could be delayed to 3Q26, while confirming that there have been no changes to the launch schedule of its largest customer’s next-generation GPU or to the associated HBM4 supply timeline.Regarding the possibility that the GPU could be released in two versions, the company indicated that nothing has been confirmed.It also reaffirmed that its HBM supply agreement with the customer for 2026 volumes has already been finalized.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SK Hynix (000660 KS/Buy)HBM Progress Remains on Track