行业多源确认

SK Hynix 暂停 Solidigm 上市计划,因半导体股回调

精选理由

SK Hynix 把 Solidigm 的 IPO 叫停了,股价三个月跌了一半,AI 存储这波热度正在降温,可以看看细节。

据 WSJ 报道,SK Hynix 已停止审阅 Solidigm 的 pre-IPO 融资和美国 IPO 两项计划,理由是市场波动和半导体板块整体回调。SK Hynix 表示 Solidigm 现有工厂产能无法满足 AI 驱动的需求,仍需在美国新建工厂。SK Hynix 股价本季度下跌约 30%,较 6 月纪录高点跌逾一半,而就在 3 个月前公司刚通过在纳斯达克发行新股募资 265.1 亿美元。

原文 · rohanpaul_ai

WSJ: SK Hynix stopped reviewing both a pre-IPO round and a U.S. IPO for Solidigm, citing market volatility and a broader correction in semiconductor stocks.

The halt doesn’t remove the underlying problem, since SK Hynix says Solidigm’s existing plants have limited capacity for AI-driven demand and it still needs a new U.S. fab.

SK Hynix shares have fallen about 30% this quarter and more than half since their June record, just 3 months after the company raised $26.51B by selling new shares to U.S. investors on Nasdaq.

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