[Events] SK Hynix Is Coming to Nasdaq. Bullish or Bearish?

TigerEvents
07-01

SK Hynix may be one of the biggest AI memory IPO stories of the year.

SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.  $SK hynix(SKHY)$

SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM market, and the company has become a key supplier in Nvidia’s AI supply chain.

On the bullish side, investors are looking at AI data center demand, the global memory shortage, HBM pricing power, and SK Hynix’s leading position in advanced memory. The Nasdaq listing could also make it easier for U.S. investors to buy into one of the most important AI memory names, rather than accessing the trade mainly through Micron, Samsung, Korea ETFs, or semiconductor ETFs.

Some investors believe SK Hynix still trades at a discount compared with U.S.-listed semiconductor peers. A Nasdaq ADR listing could broaden its investor base, improve liquidity, increase institutional coverage, and potentially help the market better recognize its AI memory value.

However, SK Hynix shares have already surged this year, and expectations are high. The ADR offering involves new shares, which could bring dilution. Memory is also still a cyclical business. If investors start to worry about overcapacity, a slowdown in AI data center spending, or a peak in HBM pricing, the listing could turn into a “sell-the-news” event.

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SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?
SK Hynix has formally filed for a Nasdaq listing. As Nvidia's core HBM supplier and a key player in the DRAM triopoly alongside Micron and Samsung, SK Hynix's U.S. listing would give American investors their first direct bet on the AI memory supercycle's biggest beneficiary, adding a new valuation anchor to the red-hot storage sector. For now, U.S. investors seeking early exposure can only gain indirect access via 07709, Micron, or SanDisk. Will you position in the memory supply chain ahead of the listing, or wait for prospectus details before committing?
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Comments

  • Shyon
    07-01
    Shyon
    I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth.

    I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback.

    For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional investors. I'm happy to hold through short-term volatility if the long-term AI thesis remains unchanged. As long as the AI trend stays intact, I remain optimistic about SK Hynix's long-term potential.

    @Tiger_comments @TigerStars @TigerClub @TigerEvents

  • Aqa
    07-02 23:26
    Aqa
    Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon @koolgal
  • koolgal
    07-02 05:26
    koolgal
    🌟🌟🌟When SK Hynix $SK hynix(SKHY)$ steps onto Nasdaq this July, it is not the shy, polite listing of a newcomer.  It is the global memory king planting its flag in the world's most watched arena - the US.

    Bullish or Bearish?

    Bullish feels like the default setting .  Not because of hype but because of momentum.  Every AI server, every LLM cluster, every hyperscaler expansion needs memory chips. 

    SK Hynix is currently the undisputed leader in High Bandwidth Memory (HBM) with 58% of the market share while $Micron Technology(MU)$ & Samsung are tied for 2nd place at 21% each.

    SK Hynix has its commanding lead by virtue of its first mover advantage.  Its proprietary Advanced MR-MUF packaging technology solved severe heat issues early on, making it the exclusive primary choice for $NVIDIA(NVDA)$ top tier AI graphics cards.

    SK Hynix's debut in Nasdaq on July 10 will be an exciting opportunity for keen investors like me.

    @TigerEvents @TigerStars @Tiger_comments @Tiger_SG

  • kong1509
    07-03 00:46
    kong1509
    I'm bullish on SK Hynix, it plans to invest 80 trillion won ($51.46 billion) to build a new factory for NAND memory chip production by 2029 to address a shortage driven by the AI boom.

    SK Hynix plans to start construction of the new fab, called M17, in the South Korean city of Cheongju next year, according to its plan laid out at an event attended by its CEO Kwak ​Noh-jung and South Korean President Lee Jae Myung.

    The chipmaker also plans to spend another 20 trillion won to build a new chip packaging factory in Cheongju by late 2027.

  • MHh
    07-04 18:44
    MHh

    Bullish because the demand is still more than supply. In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up.


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  • Tong CY
    07-03 00:42
    Tong CY
    I would said bullish more than bearish. Looking on today world, anything and everything that we do… like it or not we cannot escape from AI. In another words, anything that related to AI the market is there just the matter of how far it can goes. Data already shown us that companies that involved in AI, shares has been up drastically for the past 1-3 month.
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