Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption. The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained.
What SK Hynix's $29 Billion Nasdaq Listing Plan Means for Micron Stock2