SK Hynix hits the U.S. stock market as demand for memory chips soars amid AI frenzy - TelegraphHerald.com

SK Hynix, one of the world's largest memory chip manufacturers, made its debut on the U.S. Nasdaq stock exchange in July 2026, amid a surge in demand for memory chips driven by the artificial intellig... Read original →

SK Hynix’s Nasdaq debut is a strategic maneuver in the AI compute arms race, not merely a capital raise. Surging demand for HBM3E—and soon HBM4—has made memory the critical bottleneck in large model training, directly constraining NVIDIA’s GB200 ramp and forcing deep integration with TSMC and CoWoS packaging. While CFIUS hasn’t targeted Korean firms directly, U.S. CHIPS Act subsidies come with localization strings that inflate SK’s fab costs and erode supply chain resilience. Samsung, lagging in HBM yield, may pivot to CXL-based memory pooling as a workaround. Over the next 18 months, AI inference scaling will drive parallel demand for LPDDR5X and HBM, allowing SK Hynix to leverage U.S. market valuation premiums to secure equipment capacity and widen its lead over Micron.