SK Hynix ADR Oversubscribed
tengyanAI · x · 2026-07-18
SK Hynix raised $26.5 billion through an ADR offering, which was oversubscribed by about 7x.
The post interprets this as the market betting on a long-term HBM shortage: EUV production lines take a long time to build, and HBM4 is already booked for the next 3–5 years, indicating that this supply constraint could persist for years.
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