SK海力士赴美上市倒计时，300亿美元融资或撬动估值重估

Odaily Odaily reported that according to US media, SK Hynix is expected to issue American Depositary Receipts on the Nasdaq on July 10. The listing aims to raise nearly $30 billion, potentially becoming one of the largest ADR issuances in history. The market generally believes this move will significantly expand its global investor base and could drive a valuation revaluation.

Multiple asset management companies predict that if its valuation approaches that of Micron, the stock price could have 30% upside in the coming year. One fund manager pointed out that SK Hynix should trade at a valuation at least comparable to Micron, as demand for memory chips may continue to outstrip supply for several years. This IPO occurs during a rare boom period for the memory chip industry. The share prices of Micron, SK Hynix, and Samsung Electronics have all risen over 200% this year, marking their best annual performance in decades. The insatiable demand for HBM from AI servers is widely regarded as the driving force behind a structural "memory super cycle." (Jin Shi)