SK海力士上市募资265亿美元，证明AI芯片如今比软件更有价值

sk hynix raised $26.5b in the largest us ipo by a foreign company, driven by its monopoly-like position as a supplier of hbm memory for ai gpus. the capital will fund new fabs in south korea and euv lithography tools to address severe ai memory shortages, while the us government pressures the firm to build domestic plants. this shift ends the 'korea discount' and confirms that ai hardware supply chains are the new center of financial and geopolitical power. nvidia's reliance on sk hynix makes this ipo a direct proxy on the continued scaling of ai model training capabilities.