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SK Hynix's share buyback lost analyst support as HBM demand assumptions are trimmed in light of moderated AI infrastructure capex expectations.

Analyst downgrades to HBM demand forecast signal potential near-term slowdown in GPU cluster buildout or hyperscaler inventory adjustment; constraint on premium memory could extend chip shortage timelines.
Trade pressSlicast · September 30, 2026 at 18:41 UTC · US · Source: AD HOC NEWS
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SK Hynix's share buyback lost analyst support… · Slicast