SpaceX joins Nasdaq 100, SK Hynix makes US debut: What to Watch - Yahoo Finance UK

SpaceX's inclusion in the Nasdaq 100 marks a significant milestone for the aerospace technology company, reflecting investor confidence in the long-term growth potential of the sector. Concurrently, S... Read original →

SpaceX’s Nasdaq 100 inclusion signals accelerating securitization of hard-tech assets, not just aerospace validation. Its Starlink-AI data center synergy will drive demand for high-bandwidth, low-power memory—directly benefiting SK Hynix. Meanwhile, SK Hynix’s U.S. listing is less about fundraising and more about geopolitical hedging: amid deepening U.S.-Korea tech alignment, it reduces exposure to regulatory volatility in Taiwan, China and Hong Kong, China. However, tightening CFIUS scrutiny may inflate compliance costs for U.S. expansion. Samsung and Micron will likely accelerate HBM4 development and lobby to restrict critical tech transfers. Over the next 18 months, the memory sector will shift to a ‘capital-plus-geopolitics’ dual-driver model, with top players rebuilding supply chain resilience through cross-equity stakes or joint ventures—not just capacity scaling.