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
THE SO WHAT
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.
READ THE SOURCE
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