SK Hynix plans to raise nearly $30 billion through a U.S. ADR, which on the surface is an IPO financing, but behind it is actually an escalation in the AI storage war.

Compared to related U.S. stock targets, it may continue to boost attention on #MU #NVDA #AVGO #MRVL #ASML #AMAT #LRCX #SMCI #DELL #VRT #CEG #VST and other AI infrastructure chains.
But also be cautious: the most exciting time for semiconductors is often when the entire industry is most prone to疯狂扩产 (rampant expansion).
If AI demand doesn’t materialize as quickly as expected, it will shift from “supply shortage” to “valuation pressure testing.”