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Rohan Paul· @rohanpaul_ai · X·· 3 小时前AI 评分49
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SK Hynix 因市场波动与半导体股回调,暂停对 Solidigm pre-IPO 轮及美国 IPO 的评估。此举未解决根本问题:Solidigm 现有工厂产能难以满足 AI 需求,且仍需新建美国晶圆厂。SK Hynix 股价本季度跌约 30%,较 6 月高点跌超一半,而 3 个月前公司刚在纳斯达克向美国投资者售股募资 265.1 亿美元。

正文

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.

来源:Rohan Paul · x.com