SK hynix’s $14B U.S. IPO Pitch: Geography, Not Chips, Is the Discount
Despite supplying Nvidia with HBM, SK hynix trades at a stubborn discount. A blockbuster U.S. IPO is its bet that geography, not silicon, is the problem.
SK Hynix
DRAM Prices Are Climbing 130%. The Fix Won't Arrive Until 2028.
DRAM prices to jump 130% through 2026 as fabs chase AI gold, leaving PCs and phones scarce.