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SK Hynix to close $28B ADR bookbuild Wednesday amid oversubscription

Created at 8 Jul · 7:57 AM1 source↑ Market-relevant
IN SHORT

SK Hynix will close its $28 billion American depositary receipt offering bookbuilding on Wednesday, as investor orders have already covered the offering multiple times. The South Korean chipmaker's ADR sale is one of the largest new share sales globally.

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Key Numbers

$28 billionADR offering size
4 p.m. U.S. Eastern Timebook closing time
July 10Nasdaq trading start date
$200 millionminimum U.S. investor order size
$1 billionlarger U.S. investor order size
$7 billioncombined interest from specific investors
17.79 millionnew shares offered
85.7 billionSpaceX IPO size
25.6 billionSaudi Aramco IPO size
242,500 wonreference price per ADR

Who's Involved

SK Hynix
South Korean chipmaker conducting ADR offering
Baillie Gifford Overseas Limited
Investor indicating interest in ADRs
Coatue Management
Investment fund manager indicating interest in ADRs
Situational Awareness Partners
Investor indicating interest in ADRs
Nvidia
Customer using SK Hynix's high-bandwidth memory chips
Alphabet Inc's Google
Customer using SK Hynix's high-bandwidth memory chips

↳ Why This Matters

This significant ADR offering highlights continued strong investor appetite for key players in the AI supply chain, even amidst broader market volatility. The successful pricing and trading debut of SK Hynix's ADRs on the Nasdaq could signal positive sentiment for the semiconductor sector and its role in the burgeoning AI economy.

Key facts

  • SK Hynix will close bookbuilding for its $28 billion ADR offering on Wednesday.
  • Investor orders have already covered the offering multiple times.
  • The sale is one of the world's largest new share sales.
  • Baillie Gifford Overseas Limited, Coatue Management, and Situational Awareness Partners expressed interest in purchasing up to $7 billion in ADRs.
  • The ADRs are expected to begin trading on the Nasdaq on July 10.

SK Hynix is set to close the bookbuilding process for its substantial $28 billion American depositary receipt (ADR) offering on Wednesday, according to a source familiar with the matter. The offering has reportedly been oversubscribed multiple times, indicating strong investor demand for a stake in the prominent South Korean chip manufacturer.

Underwriters have informed investors that the bookbuilding will conclude at 4 p.m. U.S. Eastern Time on Wednesday. Pricing guidance is anticipated following the close of the South Korean market on Thursday, with final allocations to be determined later that day in the U.S. SK Hynix had previously stated in filings that the final price would be set on Thursday, and the ADRs are scheduled to commence trading on the Nasdaq on July 10.

Significant interest has been shown by U.S.-based investors, with some placing orders exceeding $1 billion, while others started in the $200 million range. The company had also disclosed that Baillie Gifford Overseas Limited, investment funds managed by Coatue Management, and Situational Awareness Partners have separately indicated interest in purchasing a combined total of up to $7 billion of its U.S. ADRs.

The robust investor response underscores the continued demand for shares in one of the world's leading chipmakers, even amidst a broader downturn in global tech stocks and renewed geopolitical tensions in the Middle East. SK Hynix shares experienced a decline of up to 3.59% on Wednesday. The company launched the ADR sale on Monday, offering 17.79 million new shares, positioning it among the world's most valuable technology firms. This offering is expected to rank as the second-largest share sale globally, following SpaceX's record $85.7 billion IPO last month, and surpassing notable offerings by Saudi Aramco and Alibaba.

SK Hynix is a critical supplier of high-bandwidth memory chips, essential components for AI systems utilized by major tech companies such as Nvidia and Alphabet Inc's Google. Each ADR represents one common share, with a reference price of 242,500 won per ADR established based on SK Hynix's closing price in Seoul on July 3.

Frequently asked questions

An American depositary receipt (ADR) is a U.S. dollar-denominated equity share of a foreign-based company available for purchase in the U.S. financial markets. ADRs allow U.S. investors to buy shares in foreign companies without the complexities of cross-border and foreign currency investing.

SK Hynix is offering ADRs to raise capital and broaden its investor base by accessing the U.S. market. This allows U.S. investors to easily invest in the company, which is a key supplier of chips for AI systems.

This $28 billion offering is one of the largest new share sales globally and reflects strong demand for companies involved in the AI supply chain, particularly those providing essential components like high-bandwidth memory chips.

What Happens Next

01Bookbuilding to close on Wednesday.
02Pricing guidance to be issued after Thursday's South Korean market close.
03Allocations to be finalized later on Thursday.
04ADRs to begin trading on the Nasdaq on July 10.

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How It Developed

SK Hynix launched its ADR sale on Monday, offering 17.79 million new shares.
Baillie Gifford Overseas Limited, Coatue Management, and Situational Awareness Partners indicated interest in purchasing up to a combined $7 billion of ADRs.
The offering was reported to be multiple times covered by Tuesday.
SK Hynix will close bookbuilding for the $28 billion ADR offering on Wednesday.
Underwriters informed investors that books would close at 4 p.m. U.S. Eastern Time.
Pricing guidance is expected after the Thursday close of the South Korean market, with allocations finalized later Thursday U.S. time.
The final price of the ADR offering will be set on Thursday, with trading to begin on the Nasdaq on July 10.

Sources

T1
SK Hynix to close $28 billion ADR bookbuild on Wednesday after oversubscription, source saysReuters

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