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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[Events] SK Hynix Is Coming to Nasdaq. Bullish or Bearish?
@TigerEvents：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. How to join: Comment below and tell us: Are you bullish or bearish on SK Hynix? $SK hynix(SKHY)$ Share this post & tag a friend to join the event. 🎁 Reward Details All eligible participants will receive 10 Tiger Coins. Lucky Trader: We will select the most interactive, insightful, or interesting comment to receive 1000 Tiger Coins. ⏰ Event Duration From 1 July 2026 to 10 July 2026. $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $SK hynix(SKHY)$
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