SK Hynix’s Solidigm Weighs 2027 IPO at Possible $150B Valuation

The scale implied here matters more than the listing itself: a Solidigm IPO at this valuation would put a storage specialist in the same conversation as the largest listed chip names, and the timing lands after the current memory cycle's expected peak, which is the real risk embedded in the plan. The read-through is mostly to SK Hynix's own balance sheet and to how public markets price NAND and enterprise storage exposure outside the AI accelerator trade. Whether the 2027 window holds, and whether the valuation survives a downcycle, is the open question.