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Chips TSMC hikes advanced node prices 5–10% across 7nm and newer nodes Chips OpenAI unveils Jalapeño custom inference chip with Broadcom Chips OpenAI-Broadcom custom chip project stalls; Broadcom demands Microsoft purchase guarantee before funding Market Cerebras Q1 profit beats but warns gross margins compress to 36–38% in Q2 Funding SK hynix files for $29.4B Nasdaq listing to fund AI memory fabs and EUV tools Breaking Microsoft AKS on bare metal reaches public preview; adds Ray and Fleet Manager for edge-to-cloud AI Research GPT-5 solves 3-year T cell mystery in minutes; suggests deoxyglucose-IL-2 mechanism, enables wet-lab validation Policy EU proposes Chips Act 2.0 to strengthen semiconductor capacity, reduce strategic dependencies Market SK Hynix plans $29B Nasdaq ADR listing on July 10, eyes HBM supply dominance Chips ASE raises 2026 capex to record $8.5B on AI packaging demand; LEAP revenue up 118% YoY Funding ByteDance seeks $20B offshore loan to fund $70-100B annual AI capex race Policy EU Chips Act 2.0 shifts focus from fab capacity to chip demand, design, and full value chain Policy EU Commission proposes Chips Act 2.0 to bolster chip independence, target €20B in funding Chips NVIDIA A100 black market prices triple in China amid U.S. smuggling crackdown and customs freeze Policy US awards SandboxAQ $500M CHIPS grant for AI-driven semiconductor materials discovery Market SK Hynix targets $29.4B ADR IPO on Nasdaq in July, world's largest memory chip listing Policy OpenAI co-founds Appia Foundation hosted by Linux Foundation to build AI assessment and governance standards Chips NVIDIA releases NemoClaw and Agent Toolkit; OpenShell sandbox runtime now open-source for enterprise agentic AI Breaking Databricks launches Genesis Workbench, NVIDIA-powered open blueprint for AI-driven drug discovery Funding Finn becomes Germany's newest unicorn with €1B ABS debt financing for fleet expansion Chips TSMC hikes advanced node prices 5–10% across 7nm and newer nodes Chips OpenAI unveils Jalapeño custom inference chip with Broadcom Chips OpenAI-Broadcom custom chip project stalls; Broadcom demands Microsoft purchase guarantee before funding Market Cerebras Q1 profit beats but warns gross margins compress to 36–38% in Q2 Funding SK hynix files for $29.4B Nasdaq listing to fund AI memory fabs and EUV tools Breaking Microsoft AKS on bare metal reaches public preview; adds Ray and Fleet Manager for edge-to-cloud AI Research GPT-5 solves 3-year T cell mystery in minutes; suggests deoxyglucose-IL-2 mechanism, enables wet-lab validation Policy EU proposes Chips Act 2.0 to strengthen semiconductor capacity, reduce strategic dependencies Market SK Hynix plans $29B Nasdaq ADR listing on July 10, eyes HBM supply dominance Chips ASE raises 2026 capex to record $8.5B on AI packaging demand; LEAP revenue up 118% YoY Funding ByteDance seeks $20B offshore loan to fund $70-100B annual AI capex race Policy EU Chips Act 2.0 shifts focus from fab capacity to chip demand, design, and full value chain Policy EU Commission proposes Chips Act 2.0 to bolster chip independence, target €20B in funding Chips NVIDIA A100 black market prices triple in China amid U.S. smuggling crackdown and customs freeze Policy US awards SandboxAQ $500M CHIPS grant for AI-driven semiconductor materials discovery Market SK Hynix targets $29.4B ADR IPO on Nasdaq in July, world's largest memory chip listing Policy OpenAI co-founds Appia Foundation hosted by Linux Foundation to build AI assessment and governance standards Chips NVIDIA releases NemoClaw and Agent Toolkit; OpenShell sandbox runtime now open-source for enterprise agentic AI Breaking Databricks launches Genesis Workbench, NVIDIA-powered open blueprint for AI-driven drug discovery Funding Finn becomes Germany's newest unicorn with €1B ABS debt financing for fleet expansion
Market

SK Hynix plans $29B Nasdaq ADR listing on July 10, eyes HBM supply dominance

SK Hynix, the world's second-largest memory chipmaker, plans to raise approximately $29.43 billion through a Nasdaq listing of American Depositary Receipts (ADRs) on July 10, 2026, according to regulatory filings on June 24. The company will issue 17.79 million new shares at a value of 45.45 trillion won, with 10 ADRs representing one common share. BofA Securities, Citigroup Global Markets, Goldman Sachs, and JP Morgan Securities are managing the offering.

SK Hynix holds approximately 60% of the high-bandwidth memory (HBM) market share, making it the dominant supplier of memory chips used in AI data centers. The company supplies major customers including NVIDIA, Alphabet's Google, and other hyperscalers building AI infrastructure. The stock has surged over 280% this year, with SK Hynix's market capitalization now exceeding $1 trillion, and the company recently overtook Samsung Electronics to become South Korea's most valuable company.

The proceeds will fund chip fabrication facilities in Yongin and Cheongju, as well as purchases of extreme ultraviolet scanners and other chipmaking equipment. If the deal prices at the top of its indicated range, it will become the largest ADR offering in history, surpassing Alibaba's $21.8 billion 2014 debut. SK Hynix plans to double its total silicon wafer production capacity within five years and expects memory shortages to persist until 2030.

Sources