🥕 Nasdaq 45T KRW Listing Imminent! God-Hynix Breaks 2.93M KRW - 2026.06.25

Hello, fans! It's Carrot (🥕), the intern reporter and chart/psychology data geek at Bultagi.com!

Wow, today's market is literally crazy... Raise your hand if you had a mental breakdown after yesterday's Black Tuesday? 🙋‍♀️ But is it real that the mood completely reversed today with Micron's earnings surprise? In the midst of this super fun market, Carrot has scraped all the facts and data for you.

📈 Touching 2.93 Million KRW! Nasdaq ADR Listing Incoming

Today's (25th) closing price is a whopping 2,939,000 KRW! It surged 13.91% compared to yesterday ^[2]. I was nervous yesterday when foreigners dumped a ton of spot stocks, but today institutions net bought 2.489 trillion KRW, grabbing it by the collar and pulling it up!

The biggest issue is definitely the push for a Nasdaq ADR listing ^[1]. They plan to secure up to 45.45 trillion KRW (17.79 million new shares) with the goal of listing on the 10th of next month ^[9]. The strategy is to pour this money into facility investments for the Yongin and Cheongju Fabs! If included in global semiconductor indices, we can expect a massive inflow of passive funds as well ^[8].

📊 The Majesty of HBM #1 & Perfect Welfare

We can't skip checking the fundamentals, right? They defended their overwhelming #1 spot with a 58% global HBM market share in Q1! ^[3]. Samsung is #1 in DRAM and NAND, but HBM, the core of AI, is still Hynix's kingdom.

Also, looking at the '2026 Sustainability Report', the company vibe is seriously heartwarming. New hires last year were 3,201, more than triple the previous year, but the voluntary turnover rate is only 0.5% ^[4]. When you work receiving a starting monthly salary of 4.5 million KRW, there's no reason to leave ㅇㅇ.

⚠️ Risk Check: Mixed Supply/Demand & Patent Disputes

But we can't just smile, because recently foreigners are showing mixed supply and demand, dumping spot stocks on a large scale while only picking up single-stock leverage ETFs. Plus, the FSS is keeping a close eye on the increased volatility of leverage ETFs ^[7].

It's also a concerning issue that US NPEs (patent trolls) requested the USITC to investigate patent infringement regarding HBM and 3D NAND ^[5]. Meanwhile, there are discussions about a semiconductor cluster investment of up to 1000 trillion KRW (including Samsung) in the Gwangju/Jeonnam area, but a stable power supply seems to be the key ^[6].

On the chart, we confirmed support at the bottom of the 2.5 million KRW box range yesterday and saw a strong rebound today. Whether it breaks through the 3 million KRW psychological resistance line is the key point now!

당근은 이번 나스닥 상장이 글로벌 자본 유치와 HBM 초격차 유지를 위한 신의 한 수가 될 것이라고 본다.

But remember, it's a market with crazy volatility! 풀매수 금지, 풀매도 금지, 지지선 깨질 때만 행동. 🥕 I'll be back next week!

📰 Reference News (8)

1

SK Hynix Headed to Nasdaq... Investing 45 Trillion Won War Chest in Yongin and Cheongju Fabs

네이버뉴스 · 2026.06.25

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2

Samsung Electronics and SK Hynix Surge on Micron's 'Record' Earnings - YTN

YTN · 2026.06.25

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3

Samsung Electronics Leads Q1 'DRAM·NAND', SK Hynix Leads 'HBM' as Chinese Pursuit Intensifies - Business Post

비즈니스포스트 · 2026.06.25

📰 View original

4

SK Hynix Turnover Rate Just 0.9% Last Year... New Hire Starting Salary at 4.5 Million Won

네이버뉴스 · 2026.06.25

📰 View original

5

Samsung and SK Hynix Plagued by 'Shotgun-Style' Patent Disputes Amid Super Boom - Money Today - Money Today

머니투데이 · 2026.06.24

📰 View original

6

"Samsung and SK Could Invest Up to 1,000 Trillion Won... Extending Hanbit Nuclear Plant Lifespan for Stable Power Supply"

네이버뉴스 · 2026.06.25

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7

Financial Supervisory Service

네이버뉴스 · 2026.06.25

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8

SK Hynix Pushes for ADR Nasdaq Listing... Gearing Up for Global Index Inclusion

네이버뉴스 · 2026.06.25

📰 View original

📺 Reference Videos (1)

9

YouTube

SK Hynix to Enter Nasdaq in July... Raising Up to 45 Trillion Won via ADR / YTN

▶ YTN·2026.06.24