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SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
How Apple’s $30bn Broadcom chip deal strengthens the custom silicon race
Apple’s US$30bn Broadcom deal extends custom silicon supply through 2031 and strengthens Broadcom’s AI infrastructure valuation case.
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset with 20% bandwidth gain
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset for AI data centers, 20% bandwidth gain. Q2 fiscal 2026 earnings July 27 as memory interface scales.
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
Seeing Machines (LSE: SEE) has the volume surge, but can it fix the balance sheet?
Seeing Machines has reached its automotive volume inflection. October refinancing will decide whether royalties can finally outrun cash risk.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
Cerebras Systems (CBRS) jumps 11% on 200MW Europe expansion and Flex 7x CS-3 output
Cerebras Systems (CBRS) jumps 11% on multi-billion Europe expansion targeting 200MW by 2027 and Flex partnership scaling CS-3 output 7x. OpenAI anchors demand.
Penguin Solutions (PENG) delivers Q3 fiscal 2026 double beat, raises FY26 revenue growth to 22% on agentic AI demand as Integrated Memory jumps 111%
Penguin Solutions (PENG) posts Q3 double beat, raises FY26 revenue growth to 22% on agentic AI demand. Shares up 8.5% AH, Integrated Memory jumps 111%.
Fiserv (FISV) reportedly exploring $15bn STAR Network sale in Durbin Amendment workaround play
Fiserv in preliminary talks with JPMorgan, Bank of America, Wells Fargo, and PNC on $15 billion STAR Network sale. Read the full analysis.
Onsemi agrees to sell two chip plants to cut costs as NASDAQ: ON stock retreats from 2026 rally
ON Semiconductor Corporation is selling manufacturing facilities in the Philippines and Pennsylvania as it reduces fixed costs, reallocates production and prepares for a major expansion into physical artificial intelligence through its proposed Synaptics acquisition.