西部数据将剥离NAND和SSD业务，估值约100~220亿美元

国际电子商情08-21

国际电子商情21日讯据外媒报道，Wedbush分析师Matt Bryson透露，西部数据正在考虑剥离其NAND和SSD业务，该业务的估值可能与Solidigm相近，介于100亿美元到220亿美元之间。今年3月，西部数据(Western Digital)发布公告称，将拆分HDD、NAND Flash两大产品部门为两家独立的上市公司，该计划可望在今年下半年完成。相关阅读：西部数据为即将分拆的闪存和...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082112132295ad0736&s=b><strong>国际电子商情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国际电子商情21日讯 据外媒报道，Wedbush分析师Matt Bryson透露，西部数据正在考虑剥离其NAND和SSD业务，该业务的估值可能与Solidigm相近，介于100亿美元到220亿美元之间。今年3月，西部数据(Western Digital)发布公告称，将拆分HDD、NAND Flash两大产品部门为两家独立的上市公司，该计划可望在今年下半年完成。相关阅读：西部数据为即将分拆的闪存和...</p>\n\n<a 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Tan将担任HDD业务的CEO。Bryson预估，西部数据HDD业务的价值在190亿~240亿美元之间（使用8倍和10倍的销售净收入倍数）。NAND/SSD业务的价值在100亿~220亿美元之间，具体取决于毛利率估计和销售净收入倍数。根据Bryson的计算，西部数据的NAND和SSD业务作为独立业务的价值可能在100亿至220亿美元之间。这意味着剥离这些业务可能会为公司带来更高的市场估值。Bryson分析认为，市场目前并未充分认识到西部数据NAND业务的价值，预计拆分后两家公司的独立价值将至少达到300亿美元，甚至可能超过400亿美元。Bryson表示：“我们认为，一旦拆分，闪迪和西部数据两家公司的独立价值应该至少达到300亿美元，如果我们的预测正确，那么最终的估值可能会达到400亿美元以上，而NAND和HDD确实正在进入一个长期的上升周期，其全部收益将在2025年显现出来。”热点文章推荐盘点汽车贯穿式尾灯方案常用的芯片“头号玩家”跑步机要来了！1.85万，来一套？中国版“星链”，来了！又一个“小华为”，被美国逼到割肉禾赛科技被美国防部，移出“黑名单”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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