Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook for AI demand and his US investment plans.
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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