Nvidia’s biggest RAM supplier just had a trillion-dollar debut on Wall Street

英伟达最大的内存供应商在华尔街完成万亿美元级首秀

As the AI boom boosts demand for RAM, SK Hynix — one of the world’s biggest suppliers of memory chips — launched on Wall Street Friday. The South Korean chipmaker opened at $170 per share and raised $26.5 billion, surpassing Alibaba’s record as the largest debut of a foreign company, according to reports from The Associated Press and CNN.

随着人工智能热潮推动了对内存（RAM）需求的增长，全球最大的内存芯片供应商之一——SK海力士（SK Hynix）于周五在华尔街正式上市。据美联社和CNN报道，这家韩国芯片制造商的开盘价为每股170美元，共筹集了265亿美元，超过了阿里巴巴此前创下的纪录，成为外国公司在美最大规模的上市首秀。

After reaching a $1 trillion valuation in May, SK Hynix briefly overtook Samsung as South Korea’s most valuable company. SK Hynix is one of three major companies benefitting from a surge in demand for DRAM and high-bandwidth memory (HBM). These components have become essential for the widespread buildout of AI data centers, as tech giants like OpenAI, Microsoft, and Google use DRAM for the servers to power their AI models, while HBM comes packaged inside high-end AI chips like Nvidia’s Blackwell Ultra.

在今年5月市值达到1万亿美元后，SK海力士曾短暂超越三星，成为韩国市值最高的公司。SK海力士是受益于DRAM（动态随机存取存储器）和HBM（高带宽内存）需求激增的三大主要公司之一。这些组件已成为大规模建设AI数据中心不可或缺的要素：OpenAI、微软和谷歌等科技巨头使用DRAM来支持其AI模型的服务器运行，而HBM则被封装在英伟达Blackwell Ultra等高端AI芯片内部。

As of June 2026, SK Hynix makes up 29 percent of the global DRAM market, with Samsung at 38 percent and Micron at 22 percent, according to data from Counterpoint. The three giants still can’t keep up with memory demand as they continue to prioritize high-paying AI customers over device makers who need the chips for phones, computers, consoles, and more.

根据Counterpoint的数据，截至2026年6月，SK海力士占据了全球DRAM市场29%的份额，三星和美光（Micron）则分别占据38%和22%。这三家巨头目前仍无法满足内存需求，因为它们继续优先考虑高利润的AI客户，而非那些需要芯片用于手机、电脑、游戏机等设备的制造商。

SK Group chairman Chey Tae-won said in June that the company plans to ramp up its memory chip capacity over the next five years to address a shortage that could last until 2030, Bloomberg reports.

据彭博社报道，SK集团董事长崔泰源（Chey Tae-won）在6月份表示，公司计划在未来五年内提高内存芯片产能，以应对可能持续到2030年的供应短缺问题。