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@UFOfunky
July 10, 2026 at 12:55 pm
🙏🙏🙏
@matthew.stevick
July 10, 2026 at 1:49 pm
congratulations! welcome to nasdaq (adr!)
@mitchellbrown1425
July 10, 2026 at 2:29 pm
Opened my position today. Unfortunately it was not until market open no IPO price.
@TangMeng-j2k
July 10, 2026 at 3:29 pm
IPO for who or fools
@mkallday
July 10, 2026 at 4:32 pm
yep.
@lockinswinghard9005
July 10, 2026 at 2:33 pm
At $172, SK Hynix is currently trading about 91.4% below its June peak of $2,000 (3 million KRW). Although the recent ADR listing brings a 2.5% share dilution, the structural transformation of the memory industry will fundamentally re-rate the company’s valuation.
We are in the midst of an AI Revolution that urgently demands not just HBM, but the entire memory suite—including DDR, LPDDR, eSSDs, and NAND flash. According to Dario Amodei, the CEO of Anthropic, we are on track to achieve the era of super-intelligence, or AGI, by around 2030. Memory chipmakers have become indispensable assets; you simply cannot discuss AI without them.
SK Hynix’s massive profit windfall is poised to last for more than three years. Memory supply will fail to meet Big Tech’s insatiable appetite during this window. Furthermore, structural demand from Sovereign AI and edge computing will persist, keeping memory prices hovering at historical highs.
This past March, I personally visited the Y1 campus site in Yongin, where SK Hynix is developing its fab. A vast 245-acre landscape of farmland and mountains was being completely transformed. While the substation building was already completed, construction for SK Hynix’s main fabs and its supply-chain partner factories had not even begun. SK Hynix critically relies on these ecosystem partners for memory production.
Compounding this, procuring essential equipment on time is becoming a massive hurdle as Samsung Electronics expands in Pyeongtaek and Micron builds capacity across New York, Singapore, and Japan. On top of that, both Yongin and Pyeongtaek require massive grid upgrades to draw electricity from power plants hundreds of kilometers away. Building these transmission towers faces fierce resistance from local residents. Despite the South Korean government’s active support, executing this infrastructure rollout will be anything but easy.
Consequently, I estimate that the new production timelines for SK Hynix, Samsung, and Micron will be delayed by at least six months to a year. This implies that even by 2028, these new fabs will not be fully operational. Even if partial production begins, it will fall short of massive Big Tech demand.
As you know, Big Tech Capex is projected to hit $750 billion next year and $1 trillion by 2027, supplemented by state-backed outlays of $50 billion from China and a massive €200 billion framework from Europe. With the rise of On-Device AI, humanoid robots (which Micron’s CEO noted require 10 times more memory than an autonomous vehicle), and self-driving cars, is there any chance memory demand cools down over the next decade?
While the stock price will inevitably experience volatility due to near-term Capex noise, the macro trajectory points firmly upward.
@parkger88
July 10, 2026 at 2:57 pm
potential to be a fascinating interview but wish they had just used a translator
@mkallday
July 10, 2026 at 4:33 pm
he’s speaking english so idk if a translator is needed. captions should help tho
@lucyten10
July 10, 2026 at 3:12 pm
🇰🇷🇰🇷❤️❤️🎉🎉🎉🎉🔔🔔🔔 화이팅!!!
@さしみわさびたんまり
July 10, 2026 at 3:26 pm
누가 봐도, 노예 부리듯이 운영하던 애들이 수익성으로 해외에 내줬던거 지들이 오판하니까 또 이간질로 공작해서 끌어들여서 리쇼어링 하려고 아둥바둥하고 있구만 드러운 색히들 지들 현실도 파악못하면서 무슨 진리가 어쩌구 성경 문구 가져가 써서 가면쓰고 제국주의 시절 품에 탐욕 숨기고 장난질하나 누가봐도 속내가 다 어설프게 드러나는거 그냥 속아주는것도 ㅆㅂ 한 두번이지 종나 힘드네 어설프게 장난질하는거 ㅂㅅ인척 모르는척 눈감아 주고 진짜 종나 힘드네 씨박것들 얼마나 목숨걸고 이따구로 무능 무식 자꾸 장난질하나 아 진짜 종나 힘드네
@TangMeng-j2k
July 10, 2026 at 3:28 pm
Like EM he is happy also a trillionaire… Remember… when u change Servers u don’t necessarily change memory modules..myes many resusable memory modules in the market
@さしみわさびたんまり
July 10, 2026 at 3:30 pm
뭐긴 뭐야, 사람 붕신 만들어서 이색히 부적응자로 적진에 침투시켜서 이 색히 사상이 의심스럽다는 둥 블랙이라는 둥 명분 만들어서 인생 조종하는거 사람을 도구로 이용하니까 그러지 븅신들아
봉사 지랄하고 자빠졌네
사내정치만 드럽게 한 색히들만 살아남는 양아치 구조에서
하 진짜 무능하고 양아치 애들이 지들이 정의하고 만든 돈에 미친 제국주의 사회
싹 다 스스로 쳐 망하는구만
훔치고 망가뜨리는 거에 양심의 가책도 못느끼고 이걸 씨바 미디어로 영웅화로 가스라이팅 하는 자체가
니들이 인간이냐????
@sd525sd69
July 10, 2026 at 4:03 pm
This interviewer stated that Micron has given an estimate of when they see more capacity coming into the supply chain and the bottleneck easing, that is simply false. The CEO of Micron has said they see no easing in sight through 2027 into 2028. He also said he could not give a time frame, month or year.
@Johnson-i5l1z
July 10, 2026 at 5:39 pm
Strong demand ahead of SK Hynix’s Nasdaq debut shows investors still have appetite for AI infrastructure despite recent volatility.
But strong listings don’t guarantee strong long-term returns.
The key is whether earnings and cash flow can keep up with the capital flowing into the space.
I remain constructive on the AI ecosystem, but investors should stay selective rather than assume every theme-linked company will outperform.
I prefer holding high-quality businesses with durable fundamentals and pairing them with smarter strategies like (Midavest) to stay positioned and adaptable as market leadership shifts.
Different approach, but it’s been working much better for me. Probably why it’s gaining more attention lately.
@christianmaxwell5801
July 10, 2026 at 5:57 pm
Takes notes people! When they ask you, how soon until you are able to satisfy demand? You say, never!!! We will never be able to catch up and there is unlimited demand forever!!! 📈🤑 💪 🚀 💰
@JIN-r4i1b
July 10, 2026 at 6:07 pm
태원업!
@없음-y3r
July 10, 2026 at 6:17 pm
태원 형!!.멋지다!
@fluu5555
July 10, 2026 at 6:29 pm
I don’t think this is a sucessful IPO, because there was adout 15% underlying shares were hold. So when the market open this morning at 9:30 AM the asking price was $180.00, and no trade was involve until the price was drop to $168.93 at arround 11:00 AM than the first actual trade occurred. And the the whole day it was trading with the range of $170-$175 meaning not many investers buying in, reflected to as soon as money coming in there was money cashing out. And the market closed at $168.38 even lower than the first trade initiated. How can you call this is a sucessful launched, it’s a failure to me. We are going to see a massive sell off in the Korean market by Monday (our Sunday night) on it. Because their market was closed its Friday session at 2,180,000 South Korean won. When you convert that 2,180,000 won into U.S. dollars and divide it by 10 to match the ADR ratio, the underlying Korean shares are actually valued at roughly $145 to $146 each. The korean market will cash out at the inflated price from US at $170 (with after hour trades), pocket in $24-$25 profit.
@playoff70
July 10, 2026 at 6:41 pm
최태원이 경영하지 않아 성공한게 하이닉스 라는 사실이 잊혀지고 있구나 ㅎ
@TheLimeCurd
July 10, 2026 at 7:55 pm
재벌 총수를 중소기업 사장이랑 착각 하는듯. 저걸 인수할 생각, 계획, 매수 적기를 읽는 눈, 그리고 실행. 그걸 다 한 것임.
@seawaterahn3414
July 10, 2026 at 7:59 pm
@TheLimeCurd그게아니라 최태원이 구간 말아먹은 인수 신사업때문일듯.
@TheLimeCurd
July 10, 2026 at 8:11 pm
@seawaterahn3414 선대가 물려준 정유화학 사업을 배터리로 사업으로 전환 시킨 것, 미래를 내다보고 바이오-제약을 시작 한 것도, 하이닉스를 인수 한 것도 모두 최태원 결정이었음. 지금 다 돈 되는 사업들이고. 과거에 말아 먹은게 밑거름이라면 밑거름인거지만 최태원이 무능하다고 생각하면 정말 멍청한거지. 한고조 유방이 싸움을 잘 한것도, 지력가도 아닌데 중국 통일을 한거랑 마찬가지.
@미로남-b8e
July 10, 2026 at 7:58 pm
태원이형 나스닥 대박~!!
@hasba372
July 10, 2026 at 8:38 pm
Go SK Hynix!
@acrefundsolutions
July 10, 2026 at 8:41 pm
Welcome to NASDAQ
@peny79133
July 10, 2026 at 8:47 pm
버블
@무궁화-t5l
July 10, 2026 at 9:07 pm
멋지다
@sungheechoi-t5y
July 10, 2026 at 9:13 pm
Nasdaq listing. So let’s hope the world is willing to enjoy and look forward to the benefits and rights that are coming to us our life with the growth of this company. Just like Nvidia is changing the world.
@GlobalShippingWorld
July 10, 2026 at 9:14 pm
통역을 사용했어야함
@user-nv1rk4cl6p
July 11, 2026 at 2:26 am
How I envy you
@Asset_Growth
July 11, 2026 at 2:50 am
가즈아!
@jackiestyle_official
July 11, 2026 at 3:23 am
Go sk Hynix❤🎉
@고고고고-w6f
July 11, 2026 at 3:38 am
스페이스X는 실제 화성에 사람이 가기 전까지는 추상적인 개념으로 밖에 보이질 않고 시간도 많이 걸리겠지만, 현재 지구에선 SK 하이닉스의 반도체를 통해 수많은 도구와 AI가 계속 확장되는 걸 모두 느끼고 있음
@그들000
July 11, 2026 at 4:24 am
Cpngratulation . live as American citizen.
@vasfrag4654
July 11, 2026 at 4:48 am
latest quarter revenues MU: 41.5, SK: 34.5 bln USD , Profits: MU: 28.9, SK: 26.5 bln USD. Also QoQ revenues growth MU: c. 73% & SK: 60%. America First
@평범한나날들-v1p
July 11, 2026 at 8:16 am
Micron and Hynix have different fiscal quarters; Micron is one month ahead. That means Micron has already reported its earnings through May, while Hynix has only reported through March. Given the recent chiplation, Hynix’s earnings coming out in late July will likely be much better than Micron’s.
@vasfrag4654
July 11, 2026 at 8:35 am
@평범한나날들-v1p much better than MU’s month ago. Sure. Then MU’s much better a month later. SK is great for Korean investors who want to support one of their greatest companies. However, S. Korea bears greater geopolitical risks vs an American company and trade union issues making it difficult for a US or EU investor to digest why invest in SK and not MU entirely.
@ASD-g2y3r
July 11, 2026 at 5:44 am
Samsung SK Micron lets go
@JUSTICE-n6d
July 11, 2026 at 6:03 am
안되는 영어로 위험을 무릅쓰고 이렇게 인터뷰 한걸 보니, SK 성공에는 다 이유가 있었군. 훌륭하다.
@kmstop
July 11, 2026 at 12:44 pm
He speaks good English.
@HealTheWorld-x9y
July 11, 2026 at 12:45 pm
I believe it is a good English.
@fozzoking
July 11, 2026 at 4:42 pm
굉장히 잘하는 영어인데요. 뭘 보시고 그런 판단을 하시나요
@foereveorx
July 11, 2026 at 8:10 pm
너같은 개조센 우물안개구리만 그렇게 생각함
@jmy8781
July 11, 2026 at 7:14 am
‘we are in the MEMORY CHIP era.’
@yolsi09dff
July 11, 2026 at 9:43 am
nice !!
@usermodeler
July 11, 2026 at 9:50 am
Chaebols rarely give interviews to major media outlets like Bloomberg — that’s just not common in Korean corporate culture. I have huge respect for Tony for explaining so clearly how well he understands his business and its direction. I hope more executives at Korean companies start explaining their visions publicly.
@퍼스트마린
July 11, 2026 at 11:53 am
최회장님의 영어에 대한 이견은 전혀 없는데 통역을 두시고 중간중간 끼어들며 인터뷰 하시는게 어땟을까 생각해봅니다
@내란행동대장윤거늬
July 11, 2026 at 2:51 pm
사이클은 사라졌다. 전세계 인구가 AIG 가 필요하다. 나는 당장 필요하다. 내옆에 누군가가 있어 같이 산책하고 내가 쓰러지면 전화해서 도움을 대신 요청할수있다면 혼자가 되어도 안무섭다,
@내란행동대장윤거늬
July 11, 2026 at 2:52 pm
태원이 형 참 평범한 인간적이 남자로 보이네.
@내란행동대장윤거늬
July 11, 2026 at 3:03 pm
저에게 Aig 가 있으면 치매가 온다해도 안심이 될것 같아여. 같이 산책도 하고 마트도 가고 그런 세상이 올까여? 가슴이 두근거립니다.❤☘️❤
@내란행동대장윤거늬
July 11, 2026 at 3:19 pm
치매요양병원애는 반드시 AIG 가 필요합니다. 잠을 안자도 되니 24시간 돌봄서비스 가능하고, 스트레스 받은 간병인이 그렇듯 환자를 괴롭히고 폭행하는 비 인륜적인 일도 줄어들겁니다. AIG 보편화로 훨씬 더 인간적인 세상이 오길 바랍니다,🙏🏼🙏🏼
@내란행동대장윤거늬
July 11, 2026 at 3:22 pm
영어실력을 보면 존경스럽습니다, 자신감과 저돌적이고 결단력 자질구레한거에 신경쓰지않는 성공할수밖에 없는 진취적 성격 👍👍👍
@오다기리죠-c1s
July 11, 2026 at 3:28 pm
체어맨
@goyangi2014
July 11, 2026 at 4:07 pm
영어 잘하시는 편이지만 좀더 원하시는 관점을 잘 전달하기 위해 통역을 쓰셨어야 하지 않을까 싶습니다. 그런데 또 미국 상장하는데 영어로 인터뷰 해주는것도 매너일거 같긴 합니다..
@fozzoking
July 11, 2026 at 4:40 pm
영어는 충분히 잘 전달되는데요. 통역사 쓰는 것보다 오히려 저렇게 CEO 가 직접 설명하는게 훨씬 신뢰가 갑니다.
@아아몰랑-g2v
July 11, 2026 at 7:32 pm
음.. 찢이 통역 끌고다니면서 한국말로 나불대는거 봐보셈. 뭐가 신뢰감이 감? ㅋㅋ
@Kc-yb6tm
July 11, 2026 at 4:13 pm
We love South Korea 🇰🇷 ❤from 🇺🇸
@LJCIa-t9e
July 11, 2026 at 6:22 pm
이젠 많이 사야겠다
SKHYV…
@user-pf8ii3qe8q
July 11, 2026 at 6:47 pm
I admire his courage to do an interview on TV in English even tho he’s not super fluent..
@danny_kwon
July 11, 2026 at 8:44 pm
Yes, the memory industry is no longer cyclical.
@김천재-n1u
July 11, 2026 at 9:23 pm
🎉🎉
@HanJinSoo3429
July 11, 2026 at 9:26 pm
No chey.. Yes choi…. pz change
@jackskoo8707
July 12, 2026 at 12:15 pm
His name on the passport might be registered as CHEY. Don’t think what you know is ablsolutely correct.
@petrucci177.70
July 11, 2026 at 9:37 pm
영어 좀 하네
@gosomi1
July 11, 2026 at 9:38 pm
영어까지 잘하시고
다 가지셨습니다
SK하이닉스 대박나세요🎉🎉🎉
@jiho2004
July 11, 2026 at 9:51 pm
너무 멋집니다 회장님 🙂
@Ldbdksisb10bakekn
July 11, 2026 at 10:33 pm
Yay! Im so proud of you, Mr. Choi!
@hyunkyungkim4908
July 12, 2026 at 1:12 am
한국에서 살면 알던 영어도 실종되요!!
He should have hired an interpreter.
@hyunkyungkim4908
July 12, 2026 at 1:13 am
I dont understand a word of what he is saying
@김자랑-u4c
July 12, 2026 at 3:35 am
이 씹색기 들은 왜 자꾸 chey 라고 쓰냐?
@hazelnut3794
July 12, 2026 at 3:51 pm
chey tae won jay yong lee
@jay-ch3pb
July 12, 2026 at 3:50 am
His last name is Choi, Bloomberg.. What a shame..
@눈꽃Snowflake
July 12, 2026 at 6:39 am
Chey Tae-won (X)
His family-name doesn’t sound “hey” or “ey” or “ehee”.
Cheh Tae-won (O) This reveals the right pronunciation of his family-name “최”.
@눈꽃Snowflake
July 12, 2026 at 6:43 am
I have the 69shares in Korean market, and 12 of SKHYV in the US-market!
@눈꽃Snowflake
July 12, 2026 at 6:49 am
Of course, for Hyundai(현대),
No for Hyoon, the exact pronunciation is Hyeon.
“dai” is so ridiculous, it is never pronunced as “da-yee or daee”, but “deh”, so it should be written as “Hyeondeh”.
Everyone knows how to pronunciate “eh”, right?
@sunheeyun5597
July 12, 2026 at 7:11 am
최태원 폼 좋다!
@TV-ne5lq
July 12, 2026 at 7:18 am
현실적으로 현재 업계 최고존엄 아닐까요?
@estherguan3991
July 12, 2026 at 9:59 am
2012 -2016 After all the rain ☔️ 😊
@estherguan3991
July 12, 2026 at 9:59 am
I mean year 2026
@sbenkimmie9579
July 12, 2026 at 10:38 am
hey get me harvard and yale.
@sbenkimmie9579
July 12, 2026 at 10:46 am
people who think this way… obviously think ai is gonna grow… why though? it’s eating yourselves up… i don’t understand…
@sbenkimmie9579
July 12, 2026 at 10:47 am
people really think ai is gonna grow? really? what?
@sbenkimmie9579
July 12, 2026 at 10:48 am
people think Chinese STEM is gonna grow? in the current form?
@JustinKim-z2z
July 12, 2026 at 2:53 pm
Ceo Microsoft fired americans and trying to hire hb1 visas. Again leftist won at the worst time again.
@JustinKim-z2z
July 12, 2026 at 2:54 pm
Sk hynix stock went up because of nvidia
@imnaclubindia-s4o8s
July 12, 2026 at 7:33 pm
영어도 잘하네
@primemegatron22
July 12, 2026 at 7:53 pm
😂 The host kept trying to get a date 📅 year when supply will equal demand, but the guest kept giving vague replies. Haha, I like that! 👍
@JameAndy-on1fz
July 12, 2026 at 9:09 pm
영어하시는게 고등학생이 하는듯… 통역관 쓰셔서 좀 더 세련되게 들리도록하세요