South Korean chip behemoth lands on U.S. stock market, storage war enters "hell mode"

Don't just stare at Nvidia; the real "shovel seller" has arrived on Nasdaq.

This Friday, SK Hynix listed on the U.S. stock market via ADS (ticker SKHY), issuing approximately 2.5% new shares at about $158 per share, net raising $28.1 billion, one of the largest foreign company listings in history.

All the money goes to domestic Korean production lines and ASML lithography machines, going all-in on HBM and server DRAM.

Be cautious of premium arbitrage volatility on the first day.

No over-allotment, with a 90-day lock-up period; cornerstone investors have claimed $7 billion.

Most directly affects Micron: if hot, it extends the storage bull market; if cold, it becomes a litmus test for "oversupply."

You can position in MU and SKHYNIX; it depends on where this wave bottoms out. Don't think you can go long at any level; try to enter near the bottom. Before Friday's U.S. listing, there will inevitably be a warm-up wave, just like SPCX had a warm-up before listing, then plunged on the same day as whales dumped everything. So if you want to feast, act early—don't wait to catch a falling knife!

Remember, this is not just a chip stock listing; it's a power transfer of AI computing from "compute" to "storage" — which side are you betting on?

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