Micronは700%上昇 — SK Hynixの280億ドル($28B)の米国上場はこれに勝てるか?
SK Hynixは、AIメモリ需要による売上高200%増を追い風に、280億ドルの米国IPOを計画している。米国投資家は、NVIDIA的な成長を牽引するHBMサプライヤーへのアクセスを得ることになる。
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.