SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
7-oktabr kuni, Bloomberg xabariga ko‘ra, SK Hynix Solidigm kompaniyasining AQSH fond bozoridagi IPO-si uchun asosiy anderrayter sifatida Goldman Sachs va Morgan Stanley-ni tanladi; ushbu bitimda taxminan 10 milliard dollar mablag‘ jalb qilinishi mumkin. Bu, SK Hynix o‘zining aktivlarini AQSH ommaviy bozoriga olib chiqishi bo‘yicha navbatdagi qadam bo‘lib, kompaniya iyul oyida 26,5 milliard dollar bilan Nasdaq-da rekord IPO o‘tkazganidan so‘ng sodir bo‘lmoqda.
Ushbu bo‘linish natijasida Solidigm mustaqil sub’ekt sifatida AQSH fond birjalarida baholanishi, sun’iy intellekt tomonidan boshqariladigan korporativ darajadagi xotira ehtiyojlariga e’tibor qaratishi va investorlar uchun NAND biznesining mustaqil ko‘rsatkichi sifatida kuzatiladigan yangi birja kompaniyasiga aylanishi mumkin.
NAND narxlari o‘sishi va sun’iy intellekt ma’lumot markazlarida korporativ xotiraga bo‘lgan talab kengayishi fonida, Solidigm-ning mustaqil IPO-si xotira aktivlarini sarmoyaviy qog‘ozlarga aylantirish bo‘yicha navbatdagi qadamdir.
SK Hynix ilgari Intel NAND va SSD biznesini sotib olib, Solidigm sho‘ba kompaniyasini tashkil etgan, biroq ushbu kompaniyaning kapital faoliyati strategiyasi aniq belgilanmagan edi. Endi esa Goldman Sachs va Morgan Stanley asosiy anderrayter sifatida tanlanib, kompaniyaning AQSHda mustaqil IPO-si tashkillashtirilmoqda; bu esa SK Hynix rasmiy ravishda NAND biznesini ochiq bozorga olib kirayotganining belgisi hisoblanadi.
Solidigm-ning mustaqil IPO-sining asosiy mantiqi — bu mustaqil sub’ekt sifatida yuqoriroq baholashga erishish va sun’iy intellekt tomonidan boshqariladigan korporativ xotira ehtiyojlariga diqqatni qaratishdir. NAND texnologiyasi va mijozlar profili bo‘yicha SK Hynix’ning asosiy mahsulotlari HBM, DRAM-dan ancha farqlanadi; mustaqil IPO’dan so‘ng Solidigm mustaqil moliyalashtirish manbalarini shakllantirib, AQSH bozoridagi investorlar uchun korporativ xotira biznesining afzalliklari haqida bevosita so‘zlashi mumkin bo‘ladi.
NAND ko‘tarilish davri va Kioxia bilan raqobat
Solidigm IPO-si uchun vaqtli oyna aynan NAND narxlarining o‘sish davriga to‘g‘ri kelmoqda.
TrendForce ma’lumotlariga ko‘ra, 2026 yilning ikkinchi choragida NAND flesh xotira narxlari ketma-ketlikda 55% dan 60% gacha oshgan, uchinchi chorakda esa yana 10% dan 15% gacha ko‘tarilishi kutilmoqda. Shu bilan birga, Toshiba-ning sho‘ba kompaniyasi Kioxia ham AQSH bozorida IPO rejalashtirmoqda, NAND sohasidagi ikki yirik o‘yinchining kapital harakatlari bir vaqtda rivojlanmoqda.
SK Hynix o‘zi allaqachon 26,5 milliard dollar bilan xorijiy kompaniyalar uchun AQSH IPO rekordi o‘rnatdi; Solidigm taxminan 10 milliard dollar jalb qila olishining o‘zi va onalik kompaniyaning bozor ommalashuvini takrorlashi, sun’iy intellektga asoslangan xotira biznesining mustaqil NAND bahosini ta’minlay olishini tekshirish uchun birinchi imkoniyat bo‘lib xizmat qiladi.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
RBC qurilish mahsulotlari segmentiga nisbatan ehtiyotkorlik bilan qaramoqda: uy-joy tiklanishi kutilmayapti, bir necha aksiyalar reytingi pasaytirildi.
RBC Capital Markets, uchinchi chorak moliyaviy hisobotlar mavsumi oldidan qurilish mahsulotlari sektoriga nisbatan ehtiyotkorlikni kuchaytirdi, daromad prognozlarini pasaytirdi va bir nechta individual aksiyalar reytingini tushirdi, chunki yuqori foiz stavkalari, inflyatsiya hamda sust uy-joy talabi 2027-yilgacha davom etishi mumkin.
Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
SK Hynix (SKHY.US) ning flash xotira bo‘limi Goldman Sachs va Morgan Stanley boshchiligida 2027 yilda AQSh IPOga chiqish uchun tayyorlanmoqda.
Ma’lumotlarga ko‘ra, SK Hynix (SKHY.US) kompaniyasining flash xotira bo‘limi Solidigm kelgusi yilda AQShda IPO o‘tkazishni rejalashtirmoqda va bosh bank sifatida Goldman Sachs hamda Morgan Stanley tanlandi.
Kripto narxlari
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