It should be noted that SK hynix did not officially confirm the Solidigm IPO plan last week, as its regulatory filing on August 5 said that Solidigm was considering various ways to improve its competitiveness, but the final decision is yet to be made.
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
bigdragon This implies that 1) prices for SSDs are going to drop within the next year, and 2) SK Hynix doesn't want its lunch eaten by CXMT and YMTC. Hopefully we're going to see a war for market share dominance and a big drop in consumer SSD prices. I've already been seeing some wild pricing shenanigans lately with retailers trying to clear inventory and fire sale some Samsung models in particular. Reply
weilin That brand is still alive huh… Maybe they can finally release the firmware update for the P44 pro. It's a carbon copy of the Hynix Platinum P41. The P41 got the FW update for the SLC cache bug but the P44 pro never did… Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ssds/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ssds/sk-hynix-to-expand-production-capacity-in-china-as-it-mulls-solidigm-ipo-report-claims-second-phase-of-fab-could-boost-local-production-by-50-percent#main
- https://www.tomshardware.com/membership
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- YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research
- Suspected China-linked hackers used AI to run the first-ever end-to-end autonomous cyberattack on Taiwan's government, Israeli firm says — open-source-built too
Informational only. No financial advice. Do your own research.