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Why the SK Hynix IPO Signals a New Era in Chip Trade
SK Hynix made its Nasdaq debut on July 10, 2026, opening at $170 with Chairman Kwak Noh-Jung telling CNBC that demand is 'enormous'. The South Korean memory chip giant's US listing is more than a fundraising event—it's a strategic move to rewire global semiconductor supply chains amid US-China tensions. Lucas and Luna unpack what the IPO means for cross-border capital flows, the shifting geography of chip manufacturing, and why the trade deficit in semiconductors matters. With the trade-weighted dollar easing and emerging-market ETFs like FXI and EWZ showing gains, the…
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