AI和内存涨价的赢家 SK海力士考虑在美国上市

Core Viewpoint - SK Hynix is evaluating the possibility of listing in the U.S. to narrow the valuation gap with American chip manufacturers like Micron Technology [2][3] Group 1: Company Actions - SK Hynix stated in regulatory filings that it is assessing various measures to enhance corporate value, including the potential listing of approximately 2.4% of its outstanding shares (around 17.4 million shares) in the form of American Depositary Receipts (ADRs) [3] - The company has received advice from multiple investment banks regarding this potential ADR listing [3] Group 2: Market Impact - Analysts suggest that listing via ADRs could attract funds from passive funds, exchange-traded funds, and long-only funds that only invest in U.S.-listed stocks, potentially reducing the valuation gap with peers like Micron and TSMC [3] - SK Hynix is a leading supplier of high-bandwidth memory (HBM) chips and has seen a surge in performance due to high demand in AI, alongside benefiting from recent price increases in the DRAM memory chip market [3] Group 3: Stock Performance - SK Hynix's stock has surged approximately 225% year-to-date in the Seoul stock market, with a notable increase of 6.1% on a recent Monday, marking the largest single-day gain since mid-November [3] - The Korean exchange has issued a warning to investors to exercise caution given the significant rise in the stock price this year [3]