AI記憶體市場動向
SK海力士於納斯達克掛牌SKHY，為其記憶體產能融資
SK 海力士（SK Hynix）於納斯達克，以股份代號 SKHY，發行美國存託憑證，籌集約 265 億美元資金，用於擴大南韓的記憶體晶圓製造及先進封裝產能。此次發售，每份存託憑證定價 149 美元，據報超額認購逾七倍，讓美國投資者可直接投資這家 AI 加速器所用高頻寬記憶體的領先供應商。
公司計劃將所得款項，用於興建一座全新半導體晶圓廠、一座先進封裝設施，以及採購價值 11.9 萬億韓元的極紫外光刻設備。基石投資者表示，有意認購此次發售中最多 70 億美元的份額，而 SK 海力士，估計掌握全球高頻寬記憶體市場約 50% 至 55% 的份額。
對投資者及 AI 基礎設施開發商而言，此次上市，將龐大資金注入支援 GPU 及數據中心的關鍵硬件領域。此次上市，亦可能重塑與記憶體競爭對手美光（Micron）及三星（Samsung）之間的估值比較基準。
英文原文
SK Hynix launched American depositary receipts on the Nasdaq under the ticker SKHY, raising approximately $26.5 billion to expand memory fabrication and advanced packaging capacity in South Korea. Priced at $149 per ADR, the offering was reportedly more than seven times oversubscribed and gives U.S. investors direct access to a leading supplier of high-bandwidth memory used in AI accelerators.
The company plans to direct the proceeds toward a new semiconductor fabrication plant, an advanced packaging facility and 11.9 trillion won in extreme ultraviolet lithography equipment. Cornerstone investors indicated interest in up to $7 billion of the offering, while SK Hynix is estimated to hold approximately 50% to 55% of the global HBM market.
For investors and AI infrastructure developers, the listing channels substantial capital into a critical hardware segment supporting GPUs and data centers. The debut may also reshape valuation comparisons with memory rivals Micron and Samsung.
- 來源
- Trend Hunter
- 發布
- 2026-07-26
- 品類
- Market
- 出處
- techwireasia, news.skhynix