VC
Value Add VC
⚡HomePulse⚡Helpful Apps📝Blog
← Pulse/Companies

SK Hynix on Pulse

Semiconductors

The full thread of our SK Hynix coverage — a running record of every development we've tracked, with the VC take on each.

17
Stories
15
With a headline figure
Jun 29, 2026
Since

Coverage Timeline

newest first
  1. Jul 15, 2026BIG TECHSK Hynix Leads an 8% Asia Tech Stock Rally+8% on July 15→
  2. Jul 14, 2026IPOAnthropic's $965B Mark Meets the Physical-Infra IPO$965B valuation, $47B revenue→
  3. Jul 14, 2026IPOThe Software IPO Drought Behind 2026's Infra BoomInfra IPOs vs thin software pipeline→
  4. Jul 13, 2026IPOSK Hynix's Pop Is a Preview of the OpenAI-Anthropic IPO Fight$2T+ combined→
  5. Jul 13, 2026IPOSK Hynix Begins Regular Nasdaq Trading as Ticker Flips to SKHY$26.5B raised→
  6. Jul 10, 2026IPOSK Hynix Jumps 13% in Record $26.5B Nasdaq Debut$26.5B→
  7. Jul 10, 2026IPOSK Hynix Raises $26.5B in Largest-Ever Foreign US IPO$26.5B IPO→
  8. Jul 9, 2026IPOThis Week's Quiet IPO Calendar Is the Real Story→
  9. Jul 9, 2026IPOSK Hynix Prices $28B Nasdaq Offering, 7x Oversubscribed~$28-29B raise, priced ~$158/ADS→
  10. Jul 8, 2026IPOThe SPAC Pipeline Is Quietly Filling Back Up in 2026→
  11. Jul 7, 2026IPOSK Hynix Launches $28B Nasdaq Bookbuilding$28.13B target raise→
  12. Jul 6, 2026IPOSK Hynix Files for Record $29 Billion Nasdaq IPOUp to $29.4B raise, 177.9M ADSs→
  13. Jul 6, 2026IPOThe Quiet IPO Pipeline Building Beneath the Mega-Deals10+ new S-1/S-1A filings this week→
  14. Jul 6, 2026FUNDINGUS Investors Get Direct Access to Memory Maker SK HynixNew US access to top HBM supplier→
  15. Jul 6, 2026FUNDINGA Quiet Wave of Small-Cap S-1 Filings Builds Behind the Headlines7+ S-1/S-1A filings this week→
  16. Jul 5, 2026IPOSK Hynix Nears the Biggest ADR Listing Ever~$29.4B targeted raise→
  17. Jun 29, 2026BIG TECHSouth Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'$550B+→

All Coverage

BIG TECH+8% on July 15

SK Hynix Leads an 8% Asia Tech Stock Rally

SK Hynix shares jumped roughly 8% on July 15 as Asian tech stocks rallied broadly, extending the memory-chip maker's run since its record US listing earlier this year.

Jul 15, 2026
IPO$965B valuation, $47B revenue

Anthropic's $965B Mark Meets the Physical-Infra IPO

Anthropic's confidential S-1 and $965 billion valuation sit against a backdrop where this year's actual IPO winners -- SK Hynix, Csquare, Standard Nuclear -- have all been physical infrastructure, not software-first AI labs.

Jul 14, 2026
IPOInfra IPOs vs thin software pipeline

The Software IPO Drought Behind 2026's Infra Boom

SK Hynix, Csquare, Standard Nuclear and Meta's $50B Louisiana buildout keep winning capital while pure application-layer software IPOs stay scarce -- a gap that's now wide enough to be the real 2026 IPO story.

Jul 14, 2026
IPO$2T+ combined

SK Hynix's Pop Is a Preview of the OpenAI-Anthropic IPO Fight

SK Hynix's 13% first-day pop is the freshest data point ahead of a much bigger test: OpenAI and Anthropic are both racing toward IPOs that could value the two labs at a combined $2 trillion or more.

Jul 13, 2026
IPO$26.5B raised

SK Hynix Begins Regular Nasdaq Trading as Ticker Flips to SKHY

SK Hynix's ADRs began trading under their permanent ticker SKHY on Monday, days after the memory-chip giant's $26.5 billion Nasdaq debut -- the largest-ever US listing by a non-American company -- popped 13% on its first day.

Jul 13, 2026
IPO$26.5B

SK Hynix Jumps 13% in Record $26.5B Nasdaq Debut

SK Hynix's ADRs priced at $149 and closed up nearly 13% on their Nasdaq debut, raising $26.5 billion in the largest first-time U.S. listing by a foreign company on record.

Jul 10, 2026
IPO$26.5B IPO

SK Hynix Raises $26.5B in Largest-Ever Foreign US IPO

SK Hynix priced 177.9 million ADRs at $149 each to raise $26.5 billion on Nasdaq, topping Alibaba's 2014 debut as the largest US listing ever by a foreign company, and popped 14% at the open.

Jul 10, 2026
IPO

This Week's Quiet IPO Calendar Is the Real Story

Beyond SK Hynix's $28-29 billion Nasdaq debut, this week's US IPO calendar is nearly empty -- a sharp contrast to June's run of SpaceX, Cerebras and Lime, and a sign the pipeline is thinner than headline enthusiasm suggests.

Jul 9, 2026
IPO~$28-29B raise, priced ~$158/ADS

SK Hynix Prices $28B Nasdaq Offering, 7x Oversubscribed

SK Hynix priced its Nasdaq ADS offering at roughly $158 per share on July 9 after a book that was reportedly oversubscribed 7 times, with trading set to begin July 10 under ticker SKHY.

Jul 9, 2026
IPO

The SPAC Pipeline Is Quietly Filling Back Up in 2026

A wave of small blank-check filings -- Southern Cross Acquisition II, OceanLight Acquisition and others -- is moving through the SEC this week, even as the large-cap IPO calendar stays nearly empty outside SK Hynix's Nasdaq debut.

Jul 8, 2026
IPO$28.13B target raise

SK Hynix Launches $28B Nasdaq Bookbuilding

SK Hynix kicked off bookbuilding for a $28.13 billion Nasdaq ADS offering, with cornerstone investors committing up to $7 billion even as its Seoul-listed shares slid 6.7% on dilution concerns.

Jul 7, 2026
IPOUp to $29.4B raise, 177.9M ADSs

SK Hynix Files for Record $29 Billion Nasdaq IPO

SK Hynix, the world's second-largest memory chipmaker and a top supplier of AI-GPU memory to Nvidia, filed to list 177.9 million ADSs on Nasdaq under ticker SKHY, seeking up to $29.4 billion in one of the largest offerings on record.

Jul 6, 2026
IPO10+ new S-1/S-1A filings this week

The Quiet IPO Pipeline Building Beneath the Mega-Deals

A wave of new S-1 filings this week -- spanning cybersecurity, biotech, medical devices and SPAC vehicles -- shows a broader IPO pipeline building beneath the mega-cap headlines like Agility Robotics and SK Hynix.

Jul 6, 2026
FUNDINGNew US access to top HBM supplier

US Investors Get Direct Access to Memory Maker SK Hynix

US investors will soon gain direct access to South Korea's SK Hynix, the world's largest HBM memory supplier for AI accelerators, as it pursues a US listing vehicle to ride the same AI memory boom lifting Samsung and Micron.

Jul 6, 2026
FUNDING7+ S-1/S-1A filings this week

A Quiet Wave of Small-Cap S-1 Filings Builds Behind the Headlines

A cluster of SEC S-1 and S-1/A filings this week -- spanning cybersecurity, healthtech and biotech -- shows a steady small-cap IPO pipeline building beneath the headline megadeals like Agility Robotics and SK Hynix.

Jul 6, 2026
IPO~$29.4B targeted raise

SK Hynix Nears the Biggest ADR Listing Ever

SK Hynix is on track for a tentative July 10 Nasdaq debut targeting roughly $29 billion, which would surpass Alibaba's 2014 New York listing as the largest ADR offering in market history.

Jul 5, 2026
BIG TECH$550B+

South Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'

Samsung, SK Hynix and other South Korean firms committed well over $550 billion toward new memory fabs, HBM packaging and AI data centers to relieve the global memory shortage the industry has dubbed 'RAMageddon.' The plan includes roughly $518 billion for four new memory fabs in the country's southwest and $52 billion for an HBM packaging hub, a national-scale answer to AI's voracious appetite for DRAM.

Jun 29, 2026
@Trace_Cohen·t@nyvp.com