Capital expenditure sustainability for hyperscalers ($350B aggregate debt)
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Bloomberg Tech · Jul 10, 2026
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
SK Hynix Nasdaq IPO and ADR listing mechanicsHigh-bandwidth memory (HBM) market dominance and NVIDIA supply relationshipsAI infrastructure investment and data center buildout economicsSemiconductor supply chain bottlenecks and capacity constraintsLong-term customer contracts and prepayment models in chip manufacturing
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