"AI Super IPO Wave" Adds Fuel: SK Hynix Goes Public in the US, Raises $14 Billion with "Extremely Positive" Feedback

According to informed sources, SK Hynix has informed investors that its proposed listing plan in the United States has received "extremely positive" feedback. The South Korean company is benefiting from strong demand for advanced storage chips required for operating artificial intelligence data centers. In March of this year, the storage chip manufacturer stated that it had submitted a confidential application to the U.S. Securities and Exchange Commission, planning to list in the U.S. later this year, with reported fundraising potential of up to $14 billion. The report added that the company disclosed to some investors this week that, given the demand in the field of artificial intelligence and its competitive position in the storage chip market, shareholders have given "extremely positive" feedback on its U.S. listing plan. The report noted that SK Hynix also informed investors that, due to the ongoing review by the U.S. Securities and Exchange Commission, specific updates on the listing process cannot be provided at this time. The company stated in a declaration, "SK Hynix plans to issue American Depositary Receipts by 2026, but specific details (including scale and timing) have not been determined." SK Hynix and fellow South Korean company Samsung Electronics are among the world's largest storage chip manufacturers. SK Hynix is a major supplier of high-bandwidth memory (HBM) chips for NVIDIA Corporation (NVDA.US), and Samsung competes in this field with U.S.-based Micron Technology, Inc. (MU.US). The report also revealed that the company told investors that, as negotiations with customers are ongoing, the favorable pricing environment for its HBM chips is expected to continue into next year. These advanced chips are primarily used for artificial intelligence accelerators. Furthermore, the report added that SK Hynix pointed out that strong demand for low-power double data rate memory (LPDDR) by NVIDIA Corporation for its next-generation Vera Rubin artificial intelligence platform could lead to a tightening supply in the entire storage market starting from 2027. In response to this situation, SK Hynix stated plans to adjust investments and product portfolios to maximize output. However, the report also noted that the company admitted to investors that, due to expected demand surpassing supply, it is difficult to guarantee that all demands can be fully met. "AI Super issuance boom" adds another spark If there are any keywords for the U.S. IPO market in 2026, it is undoubtedly the word "scale" - not a boom driven by quantity, but several truly "trillion-dollar behemoths" lining up, pushing market sentiment and liquidity expectations to historic extremes. The three key super heavyweights the market is currently focusing on are SpaceX, OpenAI, and Anthropic - the IPO processes for all three are intensifying in the summer and fall of 2026, and the total potential fundraising volume has been estimated at around $200 billion. If concentrated, this will make 2026 the most likely year to break the historical record for IPO fundraising in the U.S. SpaceX's IPO target valuation is estimated to be around $1.75 trillion, with a targeted fundraising scale of about $75 billion; OpenAI and Anthropic each have arrangements that market analysts estimate could raise billions of dollars, with valuations approaching or exceeding $1 trillion. Before they officially make their debut, the "challenger to NVIDIA Corporation", the AI chip company Cerebras, has just completed a near-declarative first show on Nasdaq: with prices rising step by step, demand oversubscribed tens of times, first-day closing prices rising by nearly 70%, and a market value close to nearly $100 billion, reaffirming the market's belief - as long as the target can articulate its position in the AI infrastructure, money is willing to chase. In this rare window, SK Hynix's ongoing plan for American Depositary Receipts (ADR) dual listing is acting as a catalytic "added fire": it not only directly brings the most critical link in the AI computing "supply chain"- advanced storage and HBM - into the core pricing system of Wall Street, but also tells the market with an "extremely positive shareholder feedback" that institutional appetite for AI infrastructure assets has not diminished, but is spreading further upstream. In this context of "giant asset run-ups and continually ignited risk appetites," SK Hynix's presence is particularly special. As the core supplier of HBM for NVIDIA Corporation, SK Hynix does not directly sell "AI model stories", but it controls one of the most scarce and difficult to increase in the short term bottlenecks in AI data centers: advanced storage and HBM production capacity. The company has disclosed that it has made a confidential filing with the U.S. SEC related to ADR, and discussions in the market estimate its potential fundraising scale to be in the range of about $10-14 billion, with issued shares accounting for about 2-3% of the total, with funds aimed at investments in the Long-In and Indiana wafer fabs in South Korea and the United States; management has stated that "the goal is to complete the plan by 2026, but the specific scale, structure, and timetable have not been finalized." Of course, risks still exist. The SEC's review of SK Hynix is still ongoing, political factors may affect the listing timetables of some companies like GEO Group Inc, and the Federal Reserve's interest rate policy direction will also determine the width of the issuance window. However, regardless, 2026 is already destined to be a year in U.S. stock market IPO history where AI writes a vivid chapter.