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- Sunil3108Sunil3108
  ·08-22 18:06
  What will be code for ANTHROPIC IPO
  Anthropic's Silicon Play: Hiring Google's TPU Pioneer as a $2 Trillion IPO Looms in a Bold De-risking Gamble
  As Anthropic races toward an initial public offering that could value it at $2 trillion, the company is pivoting its strategic focus from securing raw computing muscle to actually manufacturing the...
  Anthropic's Silicon Play: Hiring Google's TPU Pioneer as a $2 Trillion IPO Looms in a Bold De-risking Gamble
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- Sunil3108Sunil3108
  ·07-06
  What is ADR
  SK Hynix Launches $28 Billion US Listing, Draws $7 Billion in Investor Interest
  SK Hynix Plans An ADR Offering To Raise 43 Trillion Won
  SK Hynix Launches $28 Billion US Listing, Draws $7 Billion in Investor Interest
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will be code for ANTHROPIC IPO","listText":"What will be code for ANTHROPIC IPO","text":"What will be code for ANTHROPIC IPO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599462972338688","repostId":"1103722050","repostType":2,"repost":{"id":"1103722050","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1787371890,"share":"https://ttm.financial/m/news/1103722050?lang=en_US&edition=fundamental","pubTime":"2026-08-22 12:11","market":"other","language":"en","title":"Anthropic's Silicon Play: Hiring Google's TPU Pioneer as a $2 Trillion IPO Looms in a Bold De-risking Gamble","url":"https://stock-news.laohu8.com/highlight/detail?id=1103722050","media":"Deep News","summary":"As Anthropic races toward an initial public offering that could value it at $2 trillion, the company is pivoting its strategic focus from securing raw computing muscle to actually manufacturing the...","content":"<p>As Anthropic races toward an initial public offering that could value it at $2 trillion, the company is pivoting its strategic focus from securing raw computing muscle to actually manufacturing the silicon that powers its explosive growth, seeking to control the foundational infrastructure beneath its AI ambitions.<br><br>On Friday, the developer of Claude announced it has hired Amir Salek, the founder of Google's custom chip division, to establish and lead an in-house AI silicon design team.<br><br>In tandem, the company is aggressively expanding its external procurement network: it has signed an initial approximately $250 million chip agreement with British startup Fractile, deepened partnerships with Google and Broadcom to lock in roughly 3.5 gigawatts of next-generation TPU capacity for 2027, and is planning a joint custom hardware design effort with Samsung.<br><br>This flurry of moves sends a clear signal: leading AI model developers are rapidly accelerating their efforts to break free from absolute dependence on single-chip suppliers like <b>NVIDIA</b>. By pursuing a dual-track strategy of internal development combined with diversified external sourcing, Anthropic aims not only to alleviate compute supply bottlenecks but also to achieve structural improvements in inference costs—and the control over compute is fast becoming the defining variable in how much value the market assigns to frontier AI firms.<br><br><b>Securing the final piece of the in-house chip puzzle</b><br><br>The addition of Amir Salek marks a crucial step in Anthropic's march toward independent semiconductor production. Salek spent eight years at <b>NVIDIA</b>, where he founded and led the system-on-chip design team, working on GPU and Tegra processors. In 2013, Google recruited him to build its custom silicon unit from scratch, where he oversaw the development of the first seven generations of TPUs—a product line that remains the backbone of Google's AI infrastructure today.<br><br>After departing Google in 2022, Salek served as a senior managing director at Cerberus Capital Management, focusing on semiconductor and AI investments. In his new role at Anthropic, he will report to James Bradbury and will be responsible for assembling and directing the custom AI chip design team. Beyond internal efforts, Anthropic also plans to collaborate with Samsung on co-designing hardware and models to further enhance runtime speed and efficiency.<br><br>This approach mirrors broader industry momentum. Rival OpenAI has co-developed the Jalapeno chip with Broadcom, specifically engineered for inference workloads; Google DeepMind has long leaned on its proprietary TPUs; and Meta is advancing its MTIA accelerators. By designing custom silicon, Anthropic can tailor hardware to the precise architecture of its models, establishing a competitive moat at the silicon level while diminishing reliance on off-the-shelf general-purpose chips.<br><br><b>Building a multi-sourced compute network with tens of billions in commitments</b><br><br>With in-house chips still on the horizon, Anthropic is showing remarkable aggression in expanding its external compute capacity. On the procurement front, beyond the initial $250 million order from Fractile, the company is dramatically scaling up collaborations with established giants—expanding its work with Google and Broadcom to secure roughly 3.5GW of next-generation TPU capacity for 2027.<br><br>That figure is roughly equivalent to the electricity consumption of a mid-sized city, and it does not include the 1GW slated for delivery in 2026 under the October Google Cloud agreement. Broadcom plays a pivotal role here: it is responsible for developing and supplying custom TPUs and has committed to providing network components for Google's next-gen AI racks through 2031.<br><br>On the data center front, Anthropic's contracted capacity has reached tens of billions of dollars, spanning traditional cloud providers, major chipmakers, and emerging compute suppliers, including capacity agreements with Riot Platforms and Volta Infra Holdings. Notably, market estimates suggest that more than half of its compute has historically been hosted on Google Cloud TPUs. As Google's own total compute growth decelerates, Anthropic is under mounting pressure to source chips externally.<br><br><b>The economics of compute autonomy: solidifying the physical foundation for a $2 trillion IPO</b><br><br>Anthropic's aggressive investment in chips and computing power maps directly onto its rapidly improving financial trajectory. As of the end of July, the company's annualized revenue had surpassed $65 billion, with second-quarter preliminary revenue exceeding $11.5 billion—up more than 14-fold year over year. Gross margins on inference infrastructure have surged from 38% to over 70%, and adjusted operating profit has turned positive for the first time.<br><br>Chief Financial Officer Krishna Rao has described this as the company's \"most significant investment in computing to date,\" designed to accommodate the exponential growth of its customer base. For Anthropic, preparing to enter the public markets at a valuation of $2 trillion or more, owning the pricing power over compute and securing supply chain autonomy is not merely a matter of cost—it is the linchpin for convincing investors that the steep growth curve can be sustained through the next phase of the AI race.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic's Silicon Play: Hiring Google's TPU Pioneer as a $2 Trillion IPO Looms in a Bold De-risking Gamble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic's Silicon Play: Hiring Google's TPU Pioneer as a $2 Trillion IPO Looms in a Bold De-risking Gamble\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-08-22 12:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>As Anthropic races toward an initial public offering that could value it at $2 trillion, the company is pivoting its strategic focus from securing raw computing muscle to actually manufacturing the silicon that powers its explosive growth, seeking to control the foundational infrastructure beneath its AI ambitions.<br><br>On Friday, the developer of Claude announced it has hired Amir Salek, the founder of Google's custom chip division, to establish and lead an in-house AI silicon design team.<br><br>In tandem, the company is aggressively expanding its external procurement network: it has signed an initial approximately $250 million chip agreement with British startup Fractile, deepened partnerships with Google and Broadcom to lock in roughly 3.5 gigawatts of next-generation TPU capacity for 2027, and is planning a joint custom hardware design effort with Samsung.<br><br>This flurry of moves sends a clear signal: leading AI model developers are rapidly accelerating their efforts to break free from absolute dependence on single-chip suppliers like <b>NVIDIA</b>. By pursuing a dual-track strategy of internal development combined with diversified external sourcing, Anthropic aims not only to alleviate compute supply bottlenecks but also to achieve structural improvements in inference costs—and the control over compute is fast becoming the defining variable in how much value the market assigns to frontier AI firms.<br><br><b>Securing the final piece of the in-house chip puzzle</b><br><br>The addition of Amir Salek marks a crucial step in Anthropic's march toward independent semiconductor production. Salek spent eight years at <b>NVIDIA</b>, where he founded and led the system-on-chip design team, working on GPU and Tegra processors. In 2013, Google recruited him to build its custom silicon unit from scratch, where he oversaw the development of the first seven generations of TPUs—a product line that remains the backbone of Google's AI infrastructure today.<br><br>After departing Google in 2022, Salek served as a senior managing director at Cerberus Capital Management, focusing on semiconductor and AI investments. In his new role at Anthropic, he will report to James Bradbury and will be responsible for assembling and directing the custom AI chip design team. Beyond internal efforts, Anthropic also plans to collaborate with Samsung on co-designing hardware and models to further enhance runtime speed and efficiency.<br><br>This approach mirrors broader industry momentum. Rival OpenAI has co-developed the Jalapeno chip with Broadcom, specifically engineered for inference workloads; Google DeepMind has long leaned on its proprietary TPUs; and Meta is advancing its MTIA accelerators. By designing custom silicon, Anthropic can tailor hardware to the precise architecture of its models, establishing a competitive moat at the silicon level while diminishing reliance on off-the-shelf general-purpose chips.<br><br><b>Building a multi-sourced compute network with tens of billions in commitments</b><br><br>With in-house chips still on the horizon, Anthropic is showing remarkable aggression in expanding its external compute capacity. On the procurement front, beyond the initial $250 million order from Fractile, the company is dramatically scaling up collaborations with established giants—expanding its work with Google and Broadcom to secure roughly 3.5GW of next-generation TPU capacity for 2027.<br><br>That figure is roughly equivalent to the electricity consumption of a mid-sized city, and it does not include the 1GW slated for delivery in 2026 under the October Google Cloud agreement. Broadcom plays a pivotal role here: it is responsible for developing and supplying custom TPUs and has committed to providing network components for Google's next-gen AI racks through 2031.<br><br>On the data center front, Anthropic's contracted capacity has reached tens of billions of dollars, spanning traditional cloud providers, major chipmakers, and emerging compute suppliers, including capacity agreements with Riot Platforms and Volta Infra Holdings. Notably, market estimates suggest that more than half of its compute has historically been hosted on Google Cloud TPUs. As Google's own total compute growth decelerates, Anthropic is under mounting pressure to source chips externally.<br><br><b>The economics of compute autonomy: solidifying the physical foundation for a $2 trillion IPO</b><br><br>Anthropic's aggressive investment in chips and computing power maps directly onto its rapidly improving financial trajectory. As of the end of July, the company's annualized revenue had surpassed $65 billion, with second-quarter preliminary revenue exceeding $11.5 billion—up more than 14-fold year over year. Gross margins on inference infrastructure have surged from 38% to over 70%, and adjusted operating profit has turned positive for the first time.<br><br>Chief Financial Officer Krishna Rao has described this as the company's \"most significant investment in computing to date,\" designed to accommodate the exponential growth of its customer base. For Anthropic, preparing to enter the public markets at a valuation of $2 trillion or more, owning the pricing power over compute and securing supply chain autonomy is not merely a matter of cost—it is the linchpin for convincing investors that the steep growth curve can be sustained through the next phase of the AI race.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","TEK":"iShares Technology Opportunities Active ETF","LU0395794307.EUR":"JPM GLOBAL INCOME (DIV) \"A\" (EUR) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","CMAG":"Corgi Mag 7 ETF","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1035775433.USD":"AB SICAV I - 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AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4592":"伊斯兰概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103722050","content_text":"As Anthropic races toward an initial public offering that could value it at $2 trillion, the company is pivoting its strategic focus from securing raw computing muscle to actually manufacturing the silicon that powers its explosive growth, seeking to control the foundational infrastructure beneath its AI ambitions.On Friday, the developer of Claude announced it has hired Amir Salek, the founder of Google's custom chip division, to establish and lead an in-house AI silicon design team.In tandem, the company is aggressively expanding its external procurement network: it has signed an initial approximately $250 million chip agreement with British startup Fractile, deepened partnerships with Google and Broadcom to lock in roughly 3.5 gigawatts of next-generation TPU capacity for 2027, and is planning a joint custom hardware design effort with Samsung.This flurry of moves sends a clear signal: leading AI model developers are rapidly accelerating their efforts to break free from absolute dependence on single-chip suppliers like NVIDIA. By pursuing a dual-track strategy of internal development combined with diversified external sourcing, Anthropic aims not only to alleviate compute supply bottlenecks but also to achieve structural improvements in inference costs—and the control over compute is fast becoming the defining variable in how much value the market assigns to frontier AI firms.Securing the final piece of the in-house chip puzzleThe addition of Amir Salek marks a crucial step in Anthropic's march toward independent semiconductor production. Salek spent eight years at NVIDIA, where he founded and led the system-on-chip design team, working on GPU and Tegra processors. In 2013, Google recruited him to build its custom silicon unit from scratch, where he oversaw the development of the first seven generations of TPUs—a product line that remains the backbone of Google's AI infrastructure today.After departing Google in 2022, Salek served as a senior managing director at Cerberus Capital Management, focusing on semiconductor and AI investments. In his new role at Anthropic, he will report to James Bradbury and will be responsible for assembling and directing the custom AI chip design team. Beyond internal efforts, Anthropic also plans to collaborate with Samsung on co-designing hardware and models to further enhance runtime speed and efficiency.This approach mirrors broader industry momentum. Rival OpenAI has co-developed the Jalapeno chip with Broadcom, specifically engineered for inference workloads; Google DeepMind has long leaned on its proprietary TPUs; and Meta is advancing its MTIA accelerators. By designing custom silicon, Anthropic can tailor hardware to the precise architecture of its models, establishing a competitive moat at the silicon level while diminishing reliance on off-the-shelf general-purpose chips.Building a multi-sourced compute network with tens of billions in commitmentsWith in-house chips still on the horizon, Anthropic is showing remarkable aggression in expanding its external compute capacity. On the procurement front, beyond the initial $250 million order from Fractile, the company is dramatically scaling up collaborations with established giants—expanding its work with Google and Broadcom to secure roughly 3.5GW of next-generation TPU capacity for 2027.That figure is roughly equivalent to the electricity consumption of a mid-sized city, and it does not include the 1GW slated for delivery in 2026 under the October Google Cloud agreement. Broadcom plays a pivotal role here: it is responsible for developing and supplying custom TPUs and has committed to providing network components for Google's next-gen AI racks through 2031.On the data center front, Anthropic's contracted capacity has reached tens of billions of dollars, spanning traditional cloud providers, major chipmakers, and emerging compute suppliers, including capacity agreements with Riot Platforms and Volta Infra Holdings. Notably, market estimates suggest that more than half of its compute has historically been hosted on Google Cloud TPUs. As Google's own total compute growth decelerates, Anthropic is under mounting pressure to source chips externally.The economics of compute autonomy: solidifying the physical foundation for a $2 trillion IPOAnthropic's aggressive investment in chips and computing power maps directly onto its rapidly improving financial trajectory. As of the end of July, the company's annualized revenue had surpassed $65 billion, with second-quarter preliminary revenue exceeding $11.5 billion—up more than 14-fold year over year. Gross margins on inference infrastructure have surged from 38% to over 70%, and adjusted operating profit has turned positive for the first time.Chief Financial Officer Krishna Rao has described this as the company's \"most significant investment in computing to date,\" designed to accommodate the exponential growth of its customer base. For Anthropic, preparing to enter the public markets at a valuation of $2 trillion or more, owning the pricing power over compute and securing supply chain autonomy is not merely a matter of cost—it is the linchpin for convincing investors that the steep growth curve can be sustained through the next phase of the AI race.","news_type":1,"symbols_score_info":{"SPTE":1,"NVDS.UK":1,"ANV":1,"USXF":1,"METV":1,"ILDR":1,"NVII":1,"FDTX":1,"SNPE":1,"NVD3.UK":1,"CHPX":1,"ESLG":1,"AIPI":1,"NVDU":1,"07788":1,"THMR":1,"WISE":1,"ARTY":1,"JGRO":1,"TRFK":1,"VGT":1,"NVDQ":1,"FTEC":1,"SHOC":1,"NVC":1,"CNEQ":1,"SNVDAmain":1,"IETC":1,"TYLG":1,"NVDS":1,"NVYY":1,"XLK":1,"NVD":1,"NVDG":1,"IXN":1,"NVDO":1,"NVIW.SI":1,"TTEQ":1,"2NVD.UK":1,"ABFL":1,"CMAG":1,"TTXU":1,"NVDW":1,"ROM":1,"3NVD.UK":1,"NVDA":1,"NVDL":1,"FAI":1,"NVDD":1,"NVD2.UK":1,"NVDX":1,"SNVD.UK":1,"AGOX":1,"TEK":1,"EFIV":1,"NULC":1,"AIFD":1,"07388":1,"DIPS":1,"NVDY":1,"GAMR":1,"ESUM":1,"VT":1,"CLSE":1,"LFGY":1,"NVDB":1}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582865050869808,"gmtCreate":1783331123501,"gmtModify":1783333345948,"author":{"id":"4235377124135072","authorId":"4235377124135072","name":"Sunil3108","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235377124135072","idStr":"4235377124135072"},"themes":[],"title":"","htmlText":"&nbsp;What is ADR","listText":"&nbsp;What is ADR","text":"What is ADR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/582865050869808","repostId":"1145105745","repostType":2,"repost":{"id":"1145105745","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1783334831,"share":"https://ttm.financial/m/news/1145105745?lang=en_US&edition=fundamental","pubTime":"2026-07-06 18:47","market":"us","language":"en","title":"SK Hynix Launches $28 Billion US Listing, Draws $7 Billion in Investor Interest","url":"https://stock-news.laohu8.com/highlight/detail?id=1145105745","media":"MT Newswires Live","summary":"SK Hynix Plans An ADR Offering To Raise 43 Trillion Won","content":"<html><head></head><body><p style=\"text-align: left;\">South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, as it capitalises on the global AI boom with one of the world&#39;s largest new share sales.</p><p style=\"text-align: left;\">Baillie Gifford Overseas, investment funds managed by Coatue Management and Situational ‌Awareness Partners have each separately indicated interest in buying up to a combined $7 billion worth of SK Hynix&#39;s American depositary receipts, or ADRs, SK Hynix said.</p><p style=\"text-align: left;\">Baillie Gifford Overseas, Coatue Management and Situational Awareness Partners did not immediately respond to requests seeking comment.</p><p style=\"text-align: left;\">The company will sell 17.79 million new shares through the ADRs on the Nasdaq; 10 ADRs will represent one common share and a Monday filing gave a reference price of 242,500 won per ADR, based on SK Hynix&#39;s July 3 closing price in Seoul.</p><p style=\"text-align: left;\">The deal comes as Asian chip companies tap strong global demand for AI-related stocks. Taiwan&#39;s Unimicron Technology is also seeking to raise about $1.4 billion through a sale of global depositary shares, or shares listed overseas that represent its local stock.</p><p style=\"text-align: left;\">SK Hynix&#39;s shares ended Monday down 3.4% at 2,343,000 won, but the stock is still up about 260% this year. South ⁠Korea&#39;s KOSPI was down 0.5% on Monday.</p><p style=\"text-align: left;\">Memory chip stocks have been volatile in recent sessions due in part to renewed investor concerns about how long the boom would last.</p><p style=\"text-align: left;\">&#34;We are in the midst of a memory super cycle, with all three major suppliers - Samsung, SK Hynix, and Micron - riding the AI driven demand wave,&#34; said Di Zhou, portfolio manager at Santa Fe, New Mexico-based Thornburg Investment Management with $60 billion in assets. It owns SK Hynix&#39;s Korean ordinary shares.</p><p style=\"text-align: left;\">She added that SK Hynix&#39;s ADR listing was positive because it would broaden the company&#39;s investor base and potentially narrow its valuation gap with U.S rival Micron.</p><p style=\"text-align: left;\">&#34;While market volatility has been quite high recently, I would expect demand for SK Hynix shares to remain relatively robust,&#34; said Albert Yong, a managing partner at Petra Capital Management.</p><p style=\"text-align: left;\">South Korea last week unveiled a sweeping industrial strategy centred on semiconductors and AI, including a $576 billion chip investment program in the country&#39;s southwest to help spread returns from the boom.</p><p style=\"text-align: left;\">SK Hynix and Samsung Electronics will anchor the investment program, the government said.</p><p style=\"text-align: left;\">South Korean President Lee Jae Myung on Monday ordered officials to move quickly to get to work on major chip and AI projects announced last week.</p><p style=\"text-align: left;\">He warned that delays in permits, land acquisition, and securing power and water supply could undermine the country&#39;s bid to dominate advanced industries.</p><h2 style=\"text-align: left;\"><strong>MEMORY INFLATION</strong></h2><p style=\"text-align: left;\">SK Hynix has been among the world&#39;s ‌largest beneficiaries of ⁠the AI fervour as it outperformed its major rivals Samsung and Micron.</p><p style=\"text-align: left;\">&#34;This is more than a liquidity event,&#34; said Dave Mazza, the chief executive officer of Roundhill Investments in New York, which manages an exchange-traded fund tracking DRAM manufacturers, which is one of the most popular ways for U.S. investors to trade SK Hynix&#39;s stock. &#34;SK Hynix has been one of the most important companies in the world that most U.S. institutions could not easily own.&#34;</p><p style=\"text-align: left;\">&#34;The listing removes an accessibility discount, not a quality discount.&#34;</p><p style=\"text-align: left;\">Steve Sosnick, chief strategist at Connecticut-based Interactive Brokers, said individuals and smaller institutions would benefit from the U.S. listing, rather than large investors.</p><p style=\"text-align: left;\">&#34;The new listing will make it easier for capital-hungry Hynix to directly access a new group of momentum-hungry investors,&#34; Sosnick ⁠said.</p><p style=\"text-align: left;\">SK Hynix said the proceeds from the listing of the American Depositary Receipts will be used to build chip factories in South Korea and buy chipmaking equipment including an extreme ultraviolet scanner made by Dutch equipment maker ASML.</p><p style=\"text-align: left;\">The final price of the New York listing is due to be set on Thursday, ahead of the stock starting trade on Friday, regulatory filings showed. The company&#39;s management will meet global investors on a roadshow this week.</p><p style=\"text-align: left;\">The deal is expected to be the second-biggest share sale after ⁠a record $85.7 billion initial public offering by SpaceX last month, surpassing Saudi Aramco&#39;s $25.6 billion IPO in 2019 and Alibaba&#39;s similar-sized offering in 2014.</p><p style=\"text-align: left;\">Some investors were cautious that memory &#34;inflation&#34; would dent spending on AI infrastructure, mobile phones and PCs.</p><p style=\"text-align: left;\">&#34;We expect better access, but timing of the memory cycle is equally important,&#34; said Sundeep Gantori, Standard Chartered&#39;s chief investment officer of equities. &#34;We believe memory cycle is beyond the early phase and now in the mid-cycle stage.&#34;</p><p style=\"text-align: left;\">SK Hynix is ⁠a key supplier of high-bandwidth memory chips used in AI systems by customers such as Nvidia and Alphabet&#39;s Google.</p><p style=\"text-align: left;\">SK Hynix is expected to join the chip-heavy Philadelphia SE semiconductor index, analysts said, helping pave the way for a surge in passive investments.</p><p style=\"text-align: left;\">Last month, HSBC said it would raise its valuation of SK Hynix by applying a 20% premium to its previous price-to-book multiple of 2.8 times, implying a multiple of 3.4 times, &#34;reflecting more proactive shareholder-friendly initiatives and improved accessibility to global investors.&#34;</p><p style=\"text-align: left;\">($1 = 1,531.7600 won)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK Hynix Launches $28 Billion US Listing, Draws $7 Billion in Investor Interest\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-06 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, as it capitalises on the global AI boom with one of the world&#39;s largest new share sales.</p><p style=\"text-align: left;\">Baillie Gifford Overseas, investment funds managed by Coatue Management and Situational ‌Awareness Partners have each separately indicated interest in buying up to a combined $7 billion worth of SK Hynix&#39;s American depositary receipts, or ADRs, SK Hynix said.</p><p style=\"text-align: left;\">Baillie Gifford Overseas, Coatue Management and Situational Awareness Partners did not immediately respond to requests seeking comment.</p><p style=\"text-align: left;\">The company will sell 17.79 million new shares through the ADRs on the Nasdaq; 10 ADRs will represent one common share and a Monday filing gave a reference price of 242,500 won per ADR, based on SK Hynix&#39;s July 3 closing price in Seoul.</p><p style=\"text-align: left;\">The deal comes as Asian chip companies tap strong global demand for AI-related stocks. Taiwan&#39;s Unimicron Technology is also seeking to raise about $1.4 billion through a sale of global depositary shares, or shares listed overseas that represent its local stock.</p><p style=\"text-align: left;\">SK Hynix&#39;s shares ended Monday down 3.4% at 2,343,000 won, but the stock is still up about 260% this year. South ⁠Korea&#39;s KOSPI was down 0.5% on Monday.</p><p style=\"text-align: left;\">Memory chip stocks have been volatile in recent sessions due in part to renewed investor concerns about how long the boom would last.</p><p style=\"text-align: left;\">&#34;We are in the midst of a memory super cycle, with all three major suppliers - Samsung, SK Hynix, and Micron - riding the AI driven demand wave,&#34; said Di Zhou, portfolio manager at Santa Fe, New Mexico-based Thornburg Investment Management with $60 billion in assets. It owns SK Hynix&#39;s Korean ordinary shares.</p><p style=\"text-align: left;\">She added that SK Hynix&#39;s ADR listing was positive because it would broaden the company&#39;s investor base and potentially narrow its valuation gap with U.S rival Micron.</p><p style=\"text-align: left;\">&#34;While market volatility has been quite high recently, I would expect demand for SK Hynix shares to remain relatively robust,&#34; said Albert Yong, a managing partner at Petra Capital Management.</p><p style=\"text-align: left;\">South Korea last week unveiled a sweeping industrial strategy centred on semiconductors and AI, including a $576 billion chip investment program in the country&#39;s southwest to help spread returns from the boom.</p><p style=\"text-align: left;\">SK Hynix and Samsung Electronics will anchor the investment program, the government said.</p><p style=\"text-align: left;\">South Korean President Lee Jae Myung on Monday ordered officials to move quickly to get to work on major chip and AI projects announced last week.</p><p style=\"text-align: left;\">He warned that delays in permits, land acquisition, and securing power and water supply could undermine the country&#39;s bid to dominate advanced industries.</p><h2 style=\"text-align: left;\"><strong>MEMORY INFLATION</strong></h2><p style=\"text-align: left;\">SK Hynix has been among the world&#39;s ‌largest beneficiaries of ⁠the AI fervour as it outperformed its major rivals Samsung and Micron.</p><p style=\"text-align: left;\">&#34;This is more than a liquidity event,&#34; said Dave Mazza, the chief executive officer of Roundhill Investments in New York, which manages an exchange-traded fund tracking DRAM manufacturers, which is one of the most popular ways for U.S. investors to trade SK Hynix&#39;s stock. &#34;SK Hynix has been one of the most important companies in the world that most U.S. institutions could not easily own.&#34;</p><p style=\"text-align: left;\">&#34;The listing removes an accessibility discount, not a quality discount.&#34;</p><p style=\"text-align: left;\">Steve Sosnick, chief strategist at Connecticut-based Interactive Brokers, said individuals and smaller institutions would benefit from the U.S. listing, rather than large investors.</p><p style=\"text-align: left;\">&#34;The new listing will make it easier for capital-hungry Hynix to directly access a new group of momentum-hungry investors,&#34; Sosnick ⁠said.</p><p style=\"text-align: left;\">SK Hynix said the proceeds from the listing of the American Depositary Receipts will be used to build chip factories in South Korea and buy chipmaking equipment including an extreme ultraviolet scanner made by Dutch equipment maker ASML.</p><p style=\"text-align: left;\">The final price of the New York listing is due to be set on Thursday, ahead of the stock starting trade on Friday, regulatory filings showed. The company&#39;s management will meet global investors on a roadshow this week.</p><p style=\"text-align: left;\">The deal is expected to be the second-biggest share sale after ⁠a record $85.7 billion initial public offering by SpaceX last month, surpassing Saudi Aramco&#39;s $25.6 billion IPO in 2019 and Alibaba&#39;s similar-sized offering in 2014.</p><p style=\"text-align: left;\">Some investors were cautious that memory &#34;inflation&#34; would dent spending on AI infrastructure, mobile phones and PCs.</p><p style=\"text-align: left;\">&#34;We expect better access, but timing of the memory cycle is equally important,&#34; said Sundeep Gantori, Standard Chartered&#39;s chief investment officer of equities. &#34;We believe memory cycle is beyond the early phase and now in the mid-cycle stage.&#34;</p><p style=\"text-align: left;\">SK Hynix is ⁠a key supplier of high-bandwidth memory chips used in AI systems by customers such as Nvidia and Alphabet&#39;s Google.</p><p style=\"text-align: left;\">SK Hynix is expected to join the chip-heavy Philadelphia SE semiconductor index, analysts said, helping pave the way for a surge in passive investments.</p><p style=\"text-align: left;\">Last month, HSBC said it would raise its valuation of SK Hynix by applying a 20% premium to its previous price-to-book multiple of 2.8 times, implying a multiple of 3.4 times, &#34;reflecting more proactive shareholder-friendly initiatives and improved accessibility to global investors.&#34;</p><p style=\"text-align: left;\">($1 = 1,531.7600 won)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士","07709":"南方两倍做多海力士"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145105745","content_text":"South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, as it capitalises on the global AI boom with one of the world's largest new share sales.Baillie Gifford Overseas, investment funds managed by Coatue Management and Situational ‌Awareness Partners have each separately indicated interest in buying up to a combined $7 billion worth of SK Hynix's American depositary receipts, or ADRs, SK Hynix said.Baillie Gifford Overseas, Coatue Management and Situational Awareness Partners did not immediately respond to requests seeking comment.The company will sell 17.79 million new shares through the ADRs on the Nasdaq; 10 ADRs will represent one common share and a Monday filing gave a reference price of 242,500 won per ADR, based on SK Hynix's July 3 closing price in Seoul.The deal comes as Asian chip companies tap strong global demand for AI-related stocks. Taiwan's Unimicron Technology is also seeking to raise about $1.4 billion through a sale of global depositary shares, or shares listed overseas that represent its local stock.SK Hynix's shares ended Monday down 3.4% at 2,343,000 won, but the stock is still up about 260% this year. South ⁠Korea's KOSPI was down 0.5% on Monday.Memory chip stocks have been volatile in recent sessions due in part to renewed investor concerns about how long the boom would last.\"We are in the midst of a memory super cycle, with all three major suppliers - Samsung, SK Hynix, and Micron - riding the AI driven demand wave,\" said Di Zhou, portfolio manager at Santa Fe, New Mexico-based Thornburg Investment Management with $60 billion in assets. It owns SK Hynix's Korean ordinary shares.She added that SK Hynix's ADR listing was positive because it would broaden the company's investor base and potentially narrow its valuation gap with U.S rival Micron.\"While market volatility has been quite high recently, I would expect demand for SK Hynix shares to remain relatively robust,\" said Albert Yong, a managing partner at Petra Capital Management.South Korea last week unveiled a sweeping industrial strategy centred on semiconductors and AI, including a $576 billion chip investment program in the country's southwest to help spread returns from the boom.SK Hynix and Samsung Electronics will anchor the investment program, the government said.South Korean President Lee Jae Myung on Monday ordered officials to move quickly to get to work on major chip and AI projects announced last week.He warned that delays in permits, land acquisition, and securing power and water supply could undermine the country's bid to dominate advanced industries.MEMORY INFLATIONSK Hynix has been among the world's ‌largest beneficiaries of ⁠the AI fervour as it outperformed its major rivals Samsung and Micron.\"This is more than a liquidity event,\" said Dave Mazza, the chief executive officer of Roundhill Investments in New York, which manages an exchange-traded fund tracking DRAM manufacturers, which is one of the most popular ways for U.S. investors to trade SK Hynix's stock. \"SK Hynix has been one of the most important companies in the world that most U.S. institutions could not easily own.\"\"The listing removes an accessibility discount, not a quality discount.\"Steve Sosnick, chief strategist at Connecticut-based Interactive Brokers, said individuals and smaller institutions would benefit from the U.S. listing, rather than large investors.\"The new listing will make it easier for capital-hungry Hynix to directly access a new group of momentum-hungry investors,\" Sosnick ⁠said.SK Hynix said the proceeds from the listing of the American Depositary Receipts will be used to build chip factories in South Korea and buy chipmaking equipment including an extreme ultraviolet scanner made by Dutch equipment maker ASML.The final price of the New York listing is due to be set on Thursday, ahead of the stock starting trade on Friday, regulatory filings showed. The company's management will meet global investors on a roadshow this week.The deal is expected to be the second-biggest share sale after ⁠a record $85.7 billion initial public offering by SpaceX last month, surpassing Saudi Aramco's $25.6 billion IPO in 2019 and Alibaba's similar-sized offering in 2014.Some investors were cautious that memory \"inflation\" would dent spending on AI infrastructure, mobile phones and PCs.\"We expect better access, but timing of the memory cycle is equally important,\" said Sundeep Gantori, Standard Chartered's chief investment officer of equities. \"We believe memory cycle is beyond the early phase and now in the mid-cycle stage.\"SK Hynix is ⁠a key supplier of high-bandwidth memory chips used in AI systems by customers such as Nvidia and Alphabet's Google.SK Hynix is expected to join the chip-heavy Philadelphia SE semiconductor index, analysts said, helping pave the way for a surge in passive investments.Last month, HSBC said it would raise its valuation of SK Hynix by applying a 20% premium to its previous price-to-book multiple of 2.8 times, implying a multiple of 3.4 times, \"reflecting more proactive shareholder-friendly initiatives and improved accessibility to global investors.\"($1 = 1,531.7600 won)","news_type":1,"symbols_score_info":{"SKHY":2,"07709":2}},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4239527159696982","authorId":"4239527159696982","name":"aaronz","avatar":"https://community-static.tradeup.com/news/6085d880e9e145ccf9f489ea519652da","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4239527159696982","idStr":"4239527159696982"},"content":"SK Hynix’s ADR offering is the company’s first major U.S. listing through American Depositary Receipts (ADRs), allowing investors to buy SK Hynix on the Nasdaq without trading directly on the Korean","text":"SK Hynix’s ADR offering is the company’s first major U.S. listing through American Depositary Receipts (ADRs), allowing investors to buy SK Hynix on the Nasdaq without trading directly on the Korean","html":"SK Hynix’s ADR offering is the company’s first major U.S. listing through American Depositary Receipts (ADRs), allowing investors to buy SK Hynix on the Nasdaq without trading directly on the Korean"}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}