跟进：SK海力士叫停美国子公司Solidigm上市评估，股价逆转收涨4.4%
首尔——韩国芯片巨头SK海力士10月23日宣布，叫停旗下美国子公司Solidigm的上市前融资与首次公开募股（IPO）评估，原因是市场波动加剧，此前韩国监管部门也曾表达担忧，认为这笔交易可能损害股东利益。SK海力士股价当日先跌后涨，最终收涨4.4%，跑赢基本持平的大盘。
Solidigm是SK海力士2021年收购英特尔NAND闪存与固态硬盘业务后成立的公司，SK海力士通过其美国控股公司全资持有该公司。此前，Solidigm的美国上市一直在考虑之中，目的是为新建美国工厂筹集资金、满足人工智能数据中心对芯片的激增需求；上市同时也可为股票回购与注销提供资金。据知情人士说，这笔交易原本可能募资150亿美元、对该子公司的估值达1500亿美元。SK海力士在声明中说：“这一决定并不反映Solidigm增长前景或投资需求的任何变化。”公司表示，将继续探索为Solidigm扩张筹集资金的各种方式，包括重新评估未来投资的时间、规模与融资方式。
SK海力士今年7月已在纳斯达克二次上市。此次叫停之前，韩国金融监督院方面曾表示，Solidigm赴美上市可能违反双重上市限制；上市筹备于8月5日首次披露，距今已有79天。SK海力士股价23日早盘一度下跌约3%至4.3%，随后逆转收涨4.4%，市场解读为股东对可能摊薄自身利益的上市计划的担忧有所缓解。路透社还指出，目前尚不清楚特朗普政府将如何看待这一决定；美国政府一直在向外国芯片制造商施压，要求其在美国新建工厂，而SK海力士曾希望以在美国建厂的前景作为筹码，换取华盛顿批准向中国出口美国芯片制造设备。
（GSM据路透社及韩国联合通讯社旗下Aju Press报道综合整理）
Follow-up: SK Hynix Halts Solidigm U.S. IPO Review; Shares Reverse to 4.4% Gain
SEOUL — South Korean chip giant SK Hynix said on October 23 that it had put on hold its review of a pre-IPO fundraising round and an initial public offering for its U.S. unit Solidigm, citing increased market volatility and after South Korean authorities raised concerns that the deal could undermine shareholder interests. SK Hynix shares reversed early losses to close 4.4% higher, outperforming a flat broader market.
Solidigm was established when SK Hynix acquired Intel's NAND flash and solid-state drive business in 2021, and SK Hynix holds 100% of the unit through its U.S. holding company. A U.S. listing for Solidigm had been under consideration to help fund a new U.S. factory and meet surging demand for chips in AI data centers; it could also have funded share cancellations and buybacks. People familiar with the now-suspended IPO plans had said the share sale could have raised $15 billion and valued the unit at $150 billion. "This decision does not reflect any change in Solidigm's growth prospects or investment needs," SK Hynix said in a statement, adding that it plans to continue exploring ways to fund Solidigm's expansion, including reviewing the timing, scale and financing of future investments.
SK Hynix became dual-listed with a debut on Nasdaq in July. Before the halt, South Korea's
Financial Supervisory Service had said a Solidigm U.S. listing could run into the country's dual-listing restrictions; IPO preparations were first revealed on August 5, 79 days earlier. SK Hynix shares fell as much as about 3% to 4.3% early in the October 23 session before reversing to a 4.4% gain, as worries that a Solidigm IPO could dilute existing shareholders abated. Reuters also noted it was not immediately clear how the Trump administration, which has pressed foreign chipmakers to build new U.S. facilities, would receive the decision; SK Hynix had sought to use the prospect of a U.S. factory as a bargaining chip for Washington's approval to export U.S. chipmaking equipment to China.
(GSM, from Reuters and Aju Press)
来源：GSM·美国（原文链接）
图片来源：图：SK海力士DDR5内存模组展示，资料图。 / An SK hynix DDR5 memory module on display (file photo).
