Akcie SK Hynix se po rekordním vstupu na americkou burzu propadají v globálním výprodeji čipů

SK Hynix, the South Korean memory chip giant that landed the largest-ever US listing by a foreign company just days ago, found itself caught in a punishing semiconductor rout on Thursday as Asian and US chip stocks extended a multi-day decline driven by doubts over the sustainability of the AI trade.

A Historic Listing Meets Market Reality

SK Hynix began trading on the Nasdaq ↗ 0.99% on July 10 after raising $26.5 billion by selling 177.9 million American depositary shares at $149 each. The listing surpassed Alibaba's ↘ 4.74% $25 billion IPO in 2014 to become the largest US debut by a foreign company. Shares surged nearly 13% on their first day of trading, closing around $168.finance.yahoo+4

But the euphoria proved short-lived. By Monday, July 13, SK Hynix's Seoul-listed shares plunged a record 15%, while its US-listed ADRs fell roughly 6% as investors locked in profits and a brokerage report warned the company's quarterly operating profit could miss estimates. The selloff deepened further this week, with shares in Seoul closing down 11.5% on Thursday after reversing an 8% rally the prior session.cnbc+2

Sector-Wide Contagion

The selling pressure was not confined to SK Hynix. Samsung Electronics dropped more than 8% in Seoul on Thursday, while the Kospi plunged over 6%, triggering yet another sidecar: its 37th of 2026. In the US, Micron Technology ↘ 2.22% sank 8% overnight, while Intel ↘ 1.02% lost more than 4%.beincrypto+2

The rout came even as Taiwan Semiconductor Manufacturing Company ↘ 1.20% reported 77% earnings growth, which failed to impress investors spooked by stretched valuations across the AI chip complex.reuters+1

What Comes Next

Despite the turbulence, SK Hynix commands roughly 57% of the high-bandwidth memory market essential to AI servers, with revenue up 198% and margins above 70%. The company has scheduled its Q2 2026 earnings call for July 29. How it navigates this volatility, having raised billions just as sentiment turned, will test whether the AI chip boom can sustain its record-setting pace or whether the market's appetite has finally reached its limits.stocksdownunder+1