SK hynix Stocks Fall 3.03% as Nvidia Leadership Shock Hits Key HBM Supplier Khac Phu Nguyen Fri, November 13, 2026 at 1:32 PM EST 1 min read NVDA -2.23% SKHY -4.55% 005930.KS -0.96% SKHY -4.55% Trade NVIDIA on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
SK hynix (NASDAQ:SKHY) shares fell 3.03% to 1,216,000 won at the November 13 regular-session close in Seoul, reversing an early 4.63% gain that the Korea Herald reported shortly after the open.
Warning! GuruFocus has detected 1 Warning Sign with SKHY.
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The swing captured a market caught between two stories. Early buyers bet that AI memory demand does not depend on who runs Nvidia. By the close, foreign investors had sold a net 555 billion won of Korean shares, and the Kospi finished 0.98% lower at 5,290.53. Voices quoted by Korea JoongAng Daily argued that leadership uncertainty at Nvidia is separate from memory demand. NVIDIA kept its fiscal third-quarter report on November 17, with the board saying customer commitments and the product roadmap should continue without interruption.
SK hynix is the purest Korean play on Nvidia's accelerator volumes, so its swings will track Nvidia's guidance more tightly than Samsung's. The GuruFocus chart shows a GF Score of 98/100, a near-perfect read that combines top-tier profitability, a strong balance sheet and powerful momentum. GF Value is 1,408,258.33 won, putting the shares 13.7% below GuruFocus's estimate with a "Modestly Undervalued" label. That gap gives some cushion, but memory pricing cycles can erase model value quickly. The next test is Nvidia's revenue guide on Tuesday and any change to its HBM ordering pattern.
