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taishiro
taishiro
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"Strong AI demand doesn't automatically equal frothy valuations. The Solidigm IPO cancellation is a healthy reality check that investors are getting more selective about which parts of the AI supply chain actually deserve premium multiples." #SKhynixQ3HBM4Earnings
华尔街日报中文网
华尔街日报中文网
SK Hynix has canceled the IPO plan of its flash memory subsidiary Solidigm in the United States. This highlights that despite strong demand for AI-related hardware, investors remain increasingly cautious about AI valuations.
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17:48 · 10/23/26·465 views·Posted on OKX Orbit

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