SK Hynix plans $29 billion Nasdaq listing to fund HBM chip factories and EUV lithography

https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260624800801

@jukan05 45万亿韩元的融资额创下了美股近年最大的海外新股 DR 记录。SK 海力士绕开韩国折价，直接去纳斯达克和MU贴身肉搏，意味着华尔街将彻底用AI 稀缺基础设施而非周期性大宗商品来对它进行价值重估。

@jukan05 SK Hynix is raising $33B specifically for HBM fabs. If AI memory demand softens before Yongin even opens, this whole Nasdaq listing starts looking like bad timing.

@jukan05 @zephyr_z9

about time

@jukan05 I am low key happy that they chose this DR ratio over the ungodly ratio Samsung has! I know at the end of the day the share price doesn't make a big difference on company valuations.

But it has a material impact on retail participation and especially on Options

@jukan05 More details right here 👇

@jukan05 Dive deeper into the details here🌺🌐 👇

@jukan05 @zephyr_z9 Pump it back to ATH

@jukan05 Very interesting, since my average cost is exactly 2.55m KRW😅😅😅 let's fking go! SK!

@jukan05 I see, one of the reason Hynix keep drop for the upcpming greatest return ever

@jukan05 This blogger’s market predictions are very accurate.

@jukan05 利空MU？

@jukan05 That's a serious amount of chips, mate. Smart to go straight to Nasdaq for a fair price

@jukan05 7월 멀티플렉스 중첩 단기조심

@jukan05 lets show the koreans how its done

@jukan05 Wen listing ?

@jukan05 @zephyr_z9 Fking bad news for my MU!

@KislayParashar1 @jukan05 Brilliant financial thought!

@jukan05 The timing here is not random.

HBM supply contracts for 2027 are getting signed right now.

This raise is not about today - it's about locking in the next wave before anyone else can.