SK Hynix is set to benefit from accelerating artificial-intelligence infrastructure investment in 2H, KB Securities' analysts say. The South Korean chip maker also stands to benefit from a memory supply shortage projected to persist through 2028, they say. "The upward trend in SK Hynix's earnings and stock price is far from over, driven by the continued expansion of AI-related investments," the analysts led by Jeff Kim say in a note. KB expects global AI investments to total $800 billion in 2026, $1.1 trillion in 2027 and $1.5 trillion in 2028. KB raises its 2026 operating-profit forecast for SK Hynix by 3.6% to 290 trillion won. (kwanwoo.jun@wsj.com)