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Thursday, 27 August 2026
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SK Hynix

2 CÈ pieces since 15 July 2026: 1 intel item, 1 essay. Newest first. All companies →

  1. Essay

    China just made a chipmaker its most valuable company. It is three years behind where the war is.

    China’s record IPO put a US$488 billion valuation on catching up in memory. Japan’s own catch-up took a decade, and the part that decides AI is the part money moves slowest.

  2. Intel

    The memory shortage just minted a war chest: SK Hynix raises $26.5 billion on Nasdaq to lock in its HBM lead

    SK Hynix debuted on Nasdaq under SKHY on July 10, raising about $26.5 billion in the second-largest US listing after SpaceX. The memory maker holds 58% of the high-bandwidth memory market feeding Nvidia's next-generation AI accelerators.