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Thornburg's Di Zhou Sees Memory Supercycle as SK Hynix ADRs Signal Gains

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2026-07-10 16:06:43
SK Hynix’s US debut got off to a strong start, with its ADRs indicated to open above the offering price, according to Bloomberg.

Di Zhou, a portfolio manager at Thornburg Investment Management, said the market is in a “memory supercycle,” adding that fundamentals are very strong and calling SK Hynix one of the highest-quality pure-play memory companies globally.
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