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Startups & Venture·September 25, 2026·1 min read

SK Hynix’s Solidigm Is Said to Weigh US IPO as Soon as 2027

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Solidigm eyeing a US IPO as soon as 2027 reinforces that NAND and SSD capacity are strategic assets in the AI buildout. Infra buyers should treat storage vendor concentration and long-term availability as seriously as GPU supply when planning data-heavy architectures.

Startups & Venture

Sources: SK Hynix's US-based NAND and SSD subsidiary Solidigm is exploring an IPO as early as 2027 that could raise $15B and value the unit at up to $150B

A potential $15B raise at up to $150B valuation for Solidigm underlines how storage is being repriced as AI-era infrastructure, not commodity hardware. If your workloads are storage-heavy—RAG, logs, video—assume both cost and strategic importance of NAND/SSD supply will climb and negotiate longer-term terms where you can.