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Chey Tae-won | SK Hynix ADRs Surge 14% After Record $26.5 Billion US Offering | Bloomberg Tech, Sonic AI
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SK Hynix ADRs Surge 14% After Record $26.5 Billion US Offering | Bloomberg Tech
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Jul 10, 2026
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30:46
Interview
SK Hynix ADRs Surge 14% After Record $26.5 Billion US Offering | Bloomberg Tech
From
Bloomberg Tech
Chey Tae-won
(Chairman, SK Group, guest)
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Executive Summary
SK Group Chairman Chey Tae-won outlines a new era for the memory chip industry, driven by insatiable AI demand that will structurally outpace supply for the foreseeable future.
SK Hynix plans to double its entire production capacity within five years, a move its customers still consider insufficient, with some demanding 4-6x increases.
The broader SK Group is embarking on a massive ~$1 trillion, 10-year investment plan to build 20 gigawatts of AI data center capacity, primarily in Korea but also in the US.
The successful US listing (ADR) is a strategic milestone to access US capital markets, attract global talent, and support significant planned investments in the United States, including a new fab in Indiana.
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AI-Driven Memory Supercycle
Aggressive Capacity Expansion and Vertical Integration
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