SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

SK Hynix has formally filed for a Nasdaq listing. As Nvidia's core HBM supplier and a key player in the DRAM triopoly alongside Micron and Samsung, SK Hynix's U.S. listing would give American investors their first direct bet on the AI memory supercycle's biggest beneficiary, adding a new valuation anchor to the red-hot storage sector. For now, U.S. investors seeking early exposure can only gain indirect access via 07709, Micron, or SanDisk. Will you position in the memory supply chain ahead of the listing, or wait for prospectus details before committing?

avatarMyrttle
07-08 09:11
Bullish on SK Hynix. Can only be good things if they join Nasdaq
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avatarLanlanCC
07-07 12:44
Samsung Electronics has just delivered a stunning “Surface Strongest Financial Report”—single-quarter operating profit surged 18 times year-on-year, directly surpassing tech giants such as Nvidia and Apple to top the world’s most profitable company in a single quarter. However, extremely ironically, at the moment when this "epic" positive announcement, the South Korean Composite Index (KOSPI) suffered a full bloodbath after opening today (7th) $南方兩倍做多海力士(07709)$ 。。。。
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avatar曼姐发财财
07-06 22:18
cww
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avatarMrzorro
07-06 17:54
Will SK hynix ADRs Get a TSMC-Like Premium? $SK hynix(SKHY)$   is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook $Taiwan Semiconductor Manufacturing(TSM)$  </
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avatarSuccess88
07-06 15:29
Yes I will buy, in the meantime can check out $iShares and(BAI)$ as also have SK Hynix inside in ETf @koolgal @MHh @HelenJanet @Fenger1188 @SR050321
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avatarAqa
07-05
Replying to @Universe宇宙:[Strong][Strong][Strong]//@Universe宇宙:[ShakeHands]//@Aqa:Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon
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avatarAqa
07-05
Replying to @icycrystal:Thanks for sharing. Give TigerEvent a big 👍🏻//@icycrystal:[Like] [Like] [Like]//@Aqa:Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro
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avatarAqa
07-05
Replying to @1PC:Thanks for sharing [Strong]//@1PC:[Allin]All In [Allin]//@Aqa:Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon
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avatarAqa
07-05
Replying to @Universe宇宙:Thanks for sharing [ShakeHands]//@Universe宇宙:[ShakeHands]//@Aqa:Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon
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avatarYoung on stocks
07-05

Next Week Could Be a Defining Week for Memory Stocks

Next week, I believe the memory sector deserves serious attention. Several major catalysts are lining up at the same time: SK Hynix’s Nasdaq listing, continued DRAM price hikes, changes in long-term contract pricing, and a more supportive macro backdrop. Individually, each of these factors matters. Together, they could mark the beginning of a major re-rating for the memory sector. First, SK Hynix. SK Hynix is expected to list on Nasdaq on July 10, with an estimated issuance size of around $29 billion, making it one of the largest ADR offerings in history. The structure is expected to be 1 ADR representing 0.1 common share. This is not just about adding another tradable ticker. It means global capital will finally have a more direct way to price SK Hynix. For a leading memory player, this c
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Next Week Could Be a Defining Week for Memory Stocks
avatarYoung on stocks
07-04

SK hynix's July 10 Listing Could Be a Catalyst, Not the Bearish Event Many Investors Expect

As SK hynix approaches its July 10 listing event, investors are increasingly asking the same question: Will additional shares entering the market create selling pressure across the memory sector? That concern is understandable. But I believe the market may be focusing on the wrong variable. The long-term direction of memory stocks has never been determined by a listing event alone. It has always been driven by the industry's earnings cycle. Over the past two years, artificial intelligence has fundamentally reshaped the memory market. HBM demand continues to outpace supply. DDR5 adoption is accelerating. Enterprise SSD demand continues to grow alongside AI infrastructure spending. Those structural trends remain far more important than a single capital markets event. Many investors instincti
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SK hynix's July 10 Listing Could Be a Catalyst, Not the Bearish Event Many Investors Expect
avatarShernice軒嬣 2000
07-03

You Think AI Finished? No Lah, The Real Secret Ingredient Is the Memory!

Aiyah, you listen to me, macha! You think that South Korea chip market going down and finished ah? No lah! Just like making prata, sometimes you flip it up, it must come down first before it gets super crispy. This one not just one-day luck, boss. The next big AI memory boom is cooking already! Stick with trusted voices like Shernice and Muthu Boy , not unethical legacy media editors who conflate angles and sensationalize misleading headlines/manufactured narratives for clicks to goose their traffic metrics. They don’t care about your economic welfare, only their careers. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $GraniteShares 2x Long SK Hynix Daily ETF(SKUU)$  
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You Think AI Finished? No Lah, The Real Secret Ingredient Is the Memory!
avatarkaz trader
07-03
was good a week ago now the bear is coming from out of his cave and scared away any bull in the vicinity
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avatarGilly87
07-03
I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI
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avatarGilly87
07-03

🚀 The AI Race: Which Companies Are Leading in 2026?

Artificial Intelligence isn't just about ChatGPT anymore—it's powering a massive investment cycle across chips, cloud computing, and enterprise software. Here's how some of the biggest AI players stack up: 🟢 $NVIDIA(NVDA)$ The undisputed leader in AI GPUs. Its hardware powers many of the world's largest AI models and remains the benchmark for AI infrastructure. 🔵 $Microsoft(MSFT)$ Combining Azure cloud with AI services and deep enterprise integration, Microsoft continues to be one of the biggest AI software and cloud providers. 🔴 $Alphabet(GOOGL)$ From Gemini to Google Cloud and Search, Alphabet is investing heavily across consumer and enterprise AI while remain
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🚀 The AI Race: Which Companies Are Leading in 2026?
avatarJazim
07-03
bullish
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avatarWKCheng
07-03
bullish, Korean work culture is good🙏
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avatarTong CY
07-03
I would said bullish more than bearish. Looking on today world, anything and everything that we do… like it or not we cannot escape from AI. In another words, anything that related to AI the market is there just the matter of how far it can goes. Data already shown us that companies that involved in AI, shares has been up drastically for the past 1-3 month.
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avatarAqa
07-02
Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon @koolgal
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avatarLanceljx
07-02
The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong.  If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust
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