SK Hynix ADR Listing Has Limited Impact on Micron
tengyanAI · x · 2026-07-07
Discussing the impact of SK Hynix's July 10 ADR listing on Micron. @tessaraai believes the impact is minimal: Hynix's $29.4 billion funding is clearly directed toward AI memory fabs and EUV equipment. Meanwhile, Micron remains a high-certainty bottleneck holder for HBM3e and a major DDR5 supplier, and its exposure will not change in the short term due to this listing.
More from Venture
- Anthropic to release financials; training cost loss expected to be substantial — bindureddy · 2026-10-26
- SpaceX files $40B GPU financing commitment with Apollo, already at 1.7GW — XFreeze · 2026-10-26
- Meta plans to raise up to $95B to fund massive AI expansion — Polymarket · 2026-10-26
- Nebius CEO: Debt Markets Closed for Neoclouds Last Week, Leaning on Customer Advances — zephyr_z9 · 2026-10-26
- CoreWeave 5-year CDS spikes to ~1,100bps as market fears AI bubble starts as credit event — kimmonismus · 2026-10-26
- microagi closes largest seed round in German startup history, vows to deploy a billion robots — TinfoilTricorn · 2026-10-26