Peter Landers
speaker
127 appearances
7 recordings
1 series
first heard Aug 2025
last heard 10 Aug
Peter Landers’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
But I think people are going to be watching going forward whether China eventually has to increase its imports again, maybe runs out of its stockpiles.
So all of these are factors that make inflation a concern.
And of course, in general, if you think inflation is going to rise in the next year, that means the bond prices will go down, bond yields will go up.
Yeah, I think you'll see a lot of U.S.
investors taking an interest in this company.
Until now, it's been traded only in the South Korean stock exchange.
And so for the most part, American investors have been watching from the sidelines as it surpassed
$1 trillion in market cap.
Now they can simply buy an ADR on NASDAQ, and it's very easy.
So I think investors who maybe are looking for more AI-related companies will certainly take a look at SK Hynix.
SK Hynix is raising more than $26 billion from U.S.
investors, and they've said they principally plan to spend it in their home country of South Korea, building more memory chip factories, buying more equipment for their factories just to expand capacity, because the biggest issue for the company right now is they don't have enough product to serve to their customers.
The customer is demanding more and more memory chips, and the Trump administration is
is probably looking to get them to invest even more in the US and perhaps build some of their core products at US factories.
They are not saying that the money raised in this listing will be used for US factories, but perhaps in the future, if they raise even more money from US investors, they might consider investing further in the US production.
I think they want to take advantage of this AI boom.
In South Korea, shares of SK Hynix have been up, I think, more than eight times over the past year.
And
a lot of U.S.
investors want to get in on that growth story.
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