Analysts: SK hynix can fund Solidigm internally

After SK hynix paused the Solidigm IPO, analysts said the company can expand NAND output using its own cash flow. Mirae Asset projects SK hynix free cash flow of 180 trillion won in 2026, while SK Securities expects over 260 trillion won in 2027.

• Mirae Asset sees SK hynix FCF at 180 trillion won in 2026
• SK Securities expects FCF above 260 trillion won in 2027
• KB Securities projects 648 trillion won operating profit for 2026–2027
• 70–80% of 2027 memory output already covered by 5-year LTAs