#SKHynixADRIndicativePrice149


SK Hynix reaches Nasdaq: priced at $149 for listing via an ADR structure, injecting $26.5 billion to build AI-dedicated memory
SK Hynix has just launched AI memory as an asset listed in the United States. The South Korean chipmaker priced its U.S. depositary receipts (ADRs) at $149 per receipt on Thursday, lifting about $26.5 billion in what is the world’s second-largest share sale this year.
Demand hit 7 times the number of shares available. Large U.S. funds placed orders $200M for $1B , then closed the order books early. The “SKHY” ticker began trading on Friday on Nasdaq. The ADR is expected to open near $180 versus the $149 offering price.
Each 10 ADRs represents the equivalent of one ordinary share traded in Seoul. The $149 level implies a roughly 3.1% premium over Thursday’s Seoul close of 2,186,000 won. Proceeds will be used to fund new fabs, advanced packaging in South Korea, and EUV equipment worth 11.9 trillion won by the end of 2026.
SK Hynix has a 57% share of the HBM market and supplies 70% of HBM to Nvidia for the Vera Rubin platform. First-quarter operating profit jumped 400% year over year, as demand for HBM outpaced supply. The company trades at 5.5 times forward price-to-earnings, versus Micron at 6.66 times. The ADR listing is intended to narrow that gap.
ETF fund and trading index listings could drive flows $340M into $450M passive investments, according to analysts’ models. SKHY options are set to be listed two business days after trading begins, boosting liquidity and price discovery.
SK Hynix and Samsung plan to pour hundreds of billions into new capacity to meet AI-driven demand, raising concerns about oversupply in the cyclical memory market. Still, management believes DRAM supply will remain constrained until 2030.
The $149 pricing is below the $166 figure that was initially discussed. Bankers described it as “tight” enough to maintain momentum. If U.S. investors keep paying a premium, Seoul shares could reprice higher on their own. If the ADR trades at a discount, arbitrage opportunities would emerge.
The repricing game for AI memory starts now.
SK Hynix-15.36%
SKHYV-0.98%
NVDA4.06%
MU-1.19%
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