美光上涨700% — SK海力士的280亿美元美股IPO能超越它吗?
sk海力士计划通过280亿美元的美股ipo上市，得益于ai内存需求带来的200%收入增长。美国投资者将有机会投资这家为nvidia式增长提供动力的hbm供应商。
sk hynix is launching a us ipo worth nearly $28b, issuing 17.8m american depositary receipts to capitalize on record ai-fueled demand. q1 revenues surged 200% while the stock climbed 260%, driven by a shortage of hbm and dram chips required by hyperscalers building ai infrastructure. the move gives us investors direct access to a key supplier in the ai hardware stack, alongside samsung and micron, which saw its valuation exceed $1t. however, the company faces risks as it and competitors pour over $550b into new capacity that could outpace demand if ai memory requirements shift before facilities come online.