Tokyo's bid to lure SK Hynix's memory chip fab faces a South Korean policy wall, complicating the global race to secure advanced semiconductor capacity.

The CEO's bold timeline signals AI-driven demand will outpace capacity, but boards should weigh the risk of a cyclical correction.

In Friday's Wall Street debut, SK Hynix turns AI RAM demand into a $26.5B fundraising moment that rewrites comps.

The chip giant filed for a Nasdaq listing plan that could raise $29.4 billion, instantly reshaping investor expectations.