纽约，9月25日消息：据三位知情人士透露，芯片制造商SK海力士旗下子公司Solidigm正考虑最早于明年进行首次公开募股（IPO），该美国子公司的估值最高可达1500亿美元。
NEW YORK, Sept 25 : Chipmaker SK Hynix's Solidigm is considering an initial public offering as early as next year that could value the US subsidiary at up to $150 billion, according to three people familiar with the matter.
知情人士称，Solidigm本周与竞争IPO承销角色的投资银行举行了推介会议，这一过程被称为“烘焙大赛”，标志着该公司朝着可能成为美国史上最大规模半导体上市案迈出了实质性步伐。
Solidigm held pitch meetings this week with investment banks competing for roles on the IPO, in a process known as a "bake-off," one of the people and a fourth person said, marking a concrete step toward what could become the largest-ever US semiconductor listing.
三位知情人士表示，该公司IPO融资额可能达150亿美元。他们因讨论机密事项而要求匿名。他们补充称，包括交易规模和时间在内的计划仍处于早期阶段，可能会根据市场情况发生变化。
The company could raise $15 billion in the IPO, the three people said, speaking on condition of anonymity to discuss confidential matters. The plans, including the size of deal and timing, remain at an early stage and could change depending on market conditions, they added.
此次上市将跻身有记录以来最大规模半导体IPO之列，并可能为一项已成为SK海力士存储产品组合关键部分的业务提供独立估值。此举还将寻求利用投资者对人工智能基础设施相关公司的强劲需求，这种需求推动了半导体和硬件股票的上涨。
The listing would rank as one of the largest semiconductor IPOs on record and could provide a standalone valuation for a business that has become a key part of SK Hynix's storage portfolio. It would also seek to tap strong investor demand for companies tied to artificial intelligence infrastructure, which has fuelled gains in semiconductor and hardware stocks.
总部位于加利福尼亚州兰乔科多瓦的Solidigm，是韩国SK海力士旗下的美国NAND闪存和固态硬盘（SSD）子公司。Solidigm拒绝置评。SK海力士未立即回应置评请求。
Solidigm, based in Rancho Cordova, California, is the US-based NAND flash memory and solid-state drive (SSD) subsidiary of South Korea's SK Hynix Inc.
增强竞争力 SK海力士于2020年宣布以约90亿美元收购英特尔的NAND存储和SSD业务，将这些业务与Solidigm合并，后者于2021年作为独立子公司启动。当时公司表示，此次收购将强化其NAND闪存和企业级SSD业务，并扩大其在全球存储市场的地位。
Solidigm declined to comment. SK Hynix did not immediately respond to a request for comment. BOOSTING COMPETITIVENESS SK Hynix acquired Intel Corp's NAND memory and SSD business for about $9 billion in a deal announced in 2020, combining those operations with Solidigm, which was launched as a standalone subsidiary in 2021. At the time, the company said the acquisition would strengthen its NAND flash and enterprise SSD businesses and expand its position in the global memory market.
Solidigm 为服务器、云基础设施和数据中心提供企业级 SSD。该公司致力于通过专为 AI 应用设计的大容量存储产品实现差异化，因为不断增长的数据量需要日益复杂的存储解决方案。
Solidigm supplies enterprise SSDs used in servers, cloud infrastructure and data centers. The company has sought to differentiate itself through high-capacity storage products designed for AI applications, where growing volumes of data require increasingly sophisticated storage solutions.
路透社本月早些时候报道称，Solidigm 正考虑在美国建设一座 NAND 闪存芯片工厂，纽约州上州成为主要候选地，这是扩大产能努力的一部分。
Solidigm supplies enterprise SSDs used in servers, cloud infrastructure and data centers. The company has sought to differentiate itself through high-capacity storage products designed for AI applications, where growing volumes of data require increasingly sophisticated storage solutions.
上个月，SK 海力士表示，在媒体报道该部门正在探索约 5 万亿韩元（约 36 亿美元）的 Pre-IPO 融资轮次后，正在考虑采取措施提升 Solidigm 的竞争力。
Reuters reported earlier this month that Solidigm is considering building a NAND flash memory chip factory in the US, with upstate New York emerging as a leading candidate, as part of efforts to expand manufacturing capacity. Last month, SK Hynix said it was considering measures to boost Solidigm's competitiveness after media reports that the unit was exploring a pre-IPO fundraising round of about 5 trillion won ($3.6 billion).
高达 1500 亿美元的估值将远超近期的半导体 IPO，包括 Arm Holdings 2023 年上市时约 540 亿美元的估值，以及 Cerebras Systems 2026 年 IPO 时约 560 亿美元的完全稀释后估值。
A valuation of up to $150 billion would far exceed recent semiconductor IPOs, including Arm Holdings' roughly $54 billion valuation at its 2023 debut and Cerebras Systems' approximately $56 billion fully diluted valuation in its 2026 IPO.