SK 海力士在纳斯达克上市,融资 265 亿美元创外国公司 IPO 纪录

原文归档。生成时间:2026-07-10 22:51 UTC

返回当日简报

Nvidia’s biggest RAM supplier just had a trillion-dollar debut on Wall Street

The Verge 原始链接

As the AI boom boosts demand for RAM, SK Hynix - one of the world's biggest suppliers of memory chips - launched on Wall Street Friday. The South Korean chipmaker opened at $170 per share and raised $26.5 billion, surpassing Alibaba's record as the largest debut of a foreign company, according to reports from The […]

As the AI boom boosts demand for RAM, SK Hynix — one of the world’s biggest suppliers of memory chips — launched on Wall Street Friday. The South Korean chipmaker opened at $170 per share and raised $26. 5 billion, surpassing Alibaba’s record as the largest debut of a foreign company, according to reports from The Associated Press and CNN.

Nvidia’s biggest RAM supplier just had a trillion-dollar debut on Wall Street SK Hynix opened at $170 per share as it continues to benefit from a surge in demand for memory components. SK Hynix opened at $170 per share as it continues to benefit from a surge in demand for memory components.

After reaching a $1 trillion valuation in May, SK Hynix briefly overtook Samsung as South Korea’s most valuable company. SK Hynix is one of three major companies benefitting from a surge in demand for DRAM and high-bandwidth memory (HBM). These components have become essential for the widespread buildout of AI data centers, as tech giants like OpenAI, Microsoft, and Google use DRAM for the servers to power their AI models, while HBM comes packaged inside high-end AI chips like Nvidia’s Blackwell Ultra.

As of June 2026, SK Hynix makes up 29 percent of the global DRAM market, with Samsung at 38 percent and Micron at 22 percent, according to data from Counterpoint. The three giants still can’t keep up with memory demand as they continue to prioritize high-paying AI customers over device makers who need the chips for phones, computers, consoles, and more.

SK Group chairman Chey Tae-won said in June that the company plans to ramp up its memory chip capacity over the next five years to address a shortage that could last until 2030, Bloomberg reports.

SK Hynix raises $26.5B in the biggest foreign IPO in US history, is urged to build new US fabs

TechCrunch AI 原始链接

The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.

The AI chip boom just produced its biggest Wall Street moment yet. SK Hynix, a South Korean memory chip giant, said Friday it has raised $26. 5 billion (KRW 40 trillion) in its U. S. market debut. SK Hynix sold 177. 9 million American depositary shares (ADRs) at $149 each, structured so U.

S. investors can buy in at roughly a tenth of what a full share costs in Seoul. This deal, the largest-ever U. S. debut by a non-American company, topped Alibaba’s $25 billion IPO in 2014. The company begins trading on the Nasdaq today, Friday, July 10, under the temporary ticker SKHYV.

Regular trading opens Monday, July 13, when the ticker officially becomes SKHY. So far, U. S. investors are lapping it up. The stock opened at 14% over its IPO price, and the price was still rising in early trading on Friday. This even as it priced its U. S. shares at a 2.

7% premium to its own three-day average back home in Seoul, according to its Korea Stock Exchange filing. Yet, demand for the offering was reportedly more than seven times the available shares, per media reports. That’s especially amazing considering Korean companies have long traded at a discount to their global peers.

That valuation gap is called the Korea Discount. Investors often cite factors such as complex corporate governance structures, low shareholder returns, regulatory uncertainty, and geopolitical risks related to North Korea to justify why companies from that country don’t command higher share prices.

But SK Hynix clearly isn’t suffering from the Korea Discount and that’s because it makes memory chips, including high-bandwidth memory (HBM). HBM is a key component of AI GPUs processors. And right now, Nvidia relies on SK Hynix as one of its primary suppliers.

Per its filing, the money raised from eager U. S. investors will go to three places: a new fab in South Korea (being built now to address the worldwide shortage of memory cause by AI); a new packaging facility in that country; and EUV scanners, the machines that make next-generation chips possible.

Meanwhile, U. S. Commerce Secretary Howard Lutnick stopped by a Micron event Thursday with a message for the broader chip industry, not just for U. S. memory maker Micron (who is one of SK Hynix’s biggest competitors). Lutnick reportedly said he’s already in talks with Samsung (the third major memory maker, worldwide) and SK Hynix about building new factories in the U.

S. The idea being not to let South Korea continue to be the country that dominates this important tech. Micron, naturally, is in. It announced it plans to invest $250 billion in new U. S. manufacturing, a commitment the U. S. memory chip company says will create more than 90,000 jobs and keep leading-edge chip production on American soil.

The timing of Lutnick’s request is notable beyond this U. S. IPO for SK Hynix: Both Korean chipmakers just pledged more than $550 billion for new manufacturing investment in South Korea.