乘AI东风的内存制造商SK Hynix在美IPO
阅读原文· techcrunch.com韩国内存芯片制造商SK Hynix计划在美发行近1780万股美国存托凭证（ADR），每份ADR代表十分之一普通股，预计本周四定价、周五开始交易。基于上周五首尔收盘价，此次IPO可募资约280亿美元。受AI系统对高带宽内存（HBM）、DRAM和NAND的旺盛需求驱动，SK Hynix第一季度营收同比增近200%，股价今年累计上涨约260%。苹果称内存短缺已迫使其上调Mac和iPad价格。SK Hynix与三星承诺投资超5500亿美元扩充产能，但存在未来供需失衡的风险。美国同行Micron受AI需求推动，过去一年股价飙升近700%，市值超1万亿美元。
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US investors will soon get access to SK Hynix, another memory maker riding the AI boom
4:21 PM PDT · July 6, 2026
South Korean memory chip maker SK Hynix, rival to Samsung and U.S.-based Micron, is planning to sell nearly 17.8 million shares in a U.S. IPO, the company said on Monday. Should its shares sell well (and there’s indication that they will), the company could raise around $28 billion, based on SK Hynix’s closing share price last Friday in Seoul, Bloomberg reports.
SK Hynix will be offering American depositary receipts (ADRs), a type of certificate that lets U.S. investors buy a foreign stock without trading directly on an overseas exchange. Each ADR will represent a tenth of a common share. It is expected to price those securities on Thursday and begin trading on Friday.
Like Micron, SK Hynix is riding an AI-fueled boom credited to AI in both sales and stock price. Its first quarter revenues were up nearly 200% over the same quarter last year, it said, and its stock is up about 260% so far this year. This is because systems that run AI are very memory intensive. As hyperscalers like Amazon, Microsoft, Google, and Oracle race to build out so-called AI factories, and as new AI data centers multiply nationwide, demand has outpaced supply, creating a shortage of memory chips — including High Bandwidth Memory (HBM), DRAM, and NAND (the different types of chips that store and move data inside AI systems). The situation has been called “RAMageddon.” Apple executives said the shortage is forcing it to raise prices on Mac computers and iPads.
South Korean tech companies, led by SK Hynix and Samsung, have vowed to spend over $550 billion on building out new manufacturing capacity to keep up. That’s actually a risky venture. By the time those facilities are built, memory needs for AI may change, leaving them with more supply than the market wants and, potentially, crashing prices. But for now, Wall Street is looking for another Nvidia and memory chip makers are among the closest options that they have.
Micron, the closest U.S. comparison, has shot up nearly 700% over the past year to a more than $1 trillion valuation, fueled by record AI-driven memory demand and revenue.