SK Hynix abandoning a planned U.S. initial public offering of Solidigm could ease future NAND supply pressure on Micron and Sandisk, LYNX Equity Strategies analysts said in a report cited by BlockBeats on October 24.
NAND supply outlook
The analysts said the listing had been intended to finance an expansion of U.S. NAND flash capacity. They viewed the removal of that potential supply as positive for Micron and Sandisk over the medium to long term.
The expansion could otherwise have increased global supply in three years or more, the report said. The change had not immediately altered current supply and demand, the analysts noted.
Source: BlockBeats, 2026-10-24 01:06:38 UTC.