SK Hynix bets on AI demand with bumper $29bn US listing - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
SK海力士

SK Hynix bets on AI demand with bumper $29bn US listing

South Korean chipmaker capitalises on central role in global AI boom
00:00

{"text":[[{"start":8.25,"text":"Chipmaker SK Hynix is to raise Won 45.5tn ($29bn) in a US listing, taking advantage of a surge in its share price sparked by its central role in the global AI boom."}],[{"start":21.1,"text":"The South Korean group said in a regulatory filing on Wednesday it planned to list American depositary receipts on the Nasdaq exchange next month."}],[{"start":30.6,"text":"It will be one of the largest such fundraisings by an Asian company, surpassing the initial public offering of China’s Alibaba more than a decade ago."}],[{"start":39.900000000000006,"text":"SK Hynix has outmuscled better-known chipmakers, including rival Samsung Electronics, to claim more than half of the global market for high-bandwidth memory chips, which allow the massive volumes of data required for AI to flow at high speeds."}],[{"start":55.60000000000001,"text":"The funds raised through the US offering will be used to support construction of new domestic chip plants, the company said."}],[{"start":63.650000000000006,"text":"SK Hynix is the primary HBM supplier to Nvidia and was recently selected by Microsoft for its own proprietary AI chips."}],[{"start":72.25,"text":"Shortages of HBM, as well as less powerful DRam and Nand memory chips, are propelling prices higher, with SK Hynix reaping the benefits. In April, the company reported record first-quarter operating profit of Won37.6tn, a fivefold jump from a year earlier."}],[{"start":90.15,"text":"Samsung and SK Hynix have both topped $1tn in market capitalisation and are among the 20 biggest companies globally."}],[{"start":98.10000000000001,"text":"SK Hynix this week overtook its rival in market capitalisation, helped by its strength in advanced memory products. Its shares have quadrupled in value so far this year."}],[{"start":108.7,"text":"The two companies now account for more than half of South Korea’s total market value, fuelling concerns about the stock market’s growing dependence on the two companies amid heightened volatility in recent weeks."}],[{"start":120.55,"text":"SK Hynix’s ADRs are expected to begin trading on July 10. The size of the offering may change following bookbuilding, but the shares initially offered will represent 2.5 per cent of SK Hynix’s outstanding stock, according to analysts."}],[{"start":136.85,"text":"Analysts said a US listing could improve access for global investors and narrow SK Hynix’s valuation gap against Micron and other US peers."}],[{"start":146.6,"text":"Taiwanese chipmaker TSMC, which first listed ADRs in 1997, has become a favourite among US investors seeking exposure to the AI supply chain."}],[{"start":156.7,"text":"SK Hynix shares jumped 2.7 per cent in after-hours trading on Wednesday after the regulatory filing."}],[{"start":163.89999999999998,"text":"SK Hynix and Samsung are in talks with the South Korean government to develop a new semiconductor production cluster."}],[{"start":171.34999999999997,"text":"Presidential policy adviser Kim Yong-beom said on Wednesday that the two companies needed to accelerate construction of new chipmaking facilities, bringing forward development timelines by more than a decade and targeting completion around 2034-35."}],[{"start":195.09999999999997,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1782300434_7232.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

能源危机加剧,燃料补贴拖累公共财政

过去四个月,出台燃料补贴以保护消费者免受价格飙升影响的国家数量增加了一倍多,各国财政压力进一步加重。

全球最火热股市为何反成韩国之累

韩国股价的剧烈波动正在损害国家形象。

必须采用不同方式监管金融领域的AI

在我们急于监管之前,我们应该思考如何不剥夺这项工具的益处,又管理好其造成伤害的风险。

他会成为印度尼西亚下一任总统吗?

德迪•穆利亚迪在社交媒体上的高度活跃,帮助他与选民建立起深厚联系。在许多人眼中,他是一个真正贴近民众的“自己人”。
10小时前

多边主义不是理想主义,而是现实必需

我们需要加强现有合作体系,而不是另起炉灶。

一周展望:日本央行担心通胀超调有没有道理?

投资者正评估日本央行将以多大力度继续加息,以及该行能否跑赢曲线,从而遏制通胀、支撑日元。
设置字号×
最小
较小
默认
较大
最大
分享×