BREAKING
SK Hynix Raises $26.5B on Nasdaq
0
$
ADR price
0
B
total raised
0
%
first-day gain
0
B
revenue
0
%
op profit growth
0
%
op margin
HBM Dominance in 2025
HBM share
60
Others
40
A Bet on Breaking the Cycle
Bull case
AI pure-play
●
Structural HBM demand
●
Long-term contracts
●
HBM4 for NVIDIA Rubin
Bear case
Caution
●
AI spending may slow
●
Samsung catching up
●
Cycle break unproven
AI Reshapes the Memory Market
AI NEWS BLITZ
SK Hynix has just pulled off the biggest ever US listing by a foreign company.