SK hynix Inc. 000660

The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far.

SK hynix (NasdaqGS:SKHY) is weighing a US IPO of its US-based memory subsidiary Solidigm, according to recent company discussions. The potential listing would introduce a new public entity into SK hynix's group structure, which already includes multiple cross-holdings. Some investors are questioning how a separate Solidigm float might affect capital allocation priorities across the wider SK hynix group. The proposed Solidigm IPO is important, and investors also need to weigh SK hynix's...