Browsing Tag
Apple
58 posts
CXMT IPO turns China’s memory-chip champion into a $480bn market test
CXMT’s US$8.6 billion Shanghai IPO and 466% debut surge have turned China’s leading DRAM maker into a public-market symbol of AI memory demand, semiconductor sovereignty and valuation risk.
Qorvo (NASDAQ: QRVO) signs worldwide distribution pact with Rochester Electronics on defense RF
Qorvo (NASDAQ: QRVO) signs Rochester Electronics deal for long-term RF supply, deepening its defense positioning before the Skyworks merger closes in 2027.
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.
SK Hynix files SEC prospectus for biggest ever US listing by a foreign company, targets $28 billion
SK Hynix launches $28 billion Nasdaq ADR listing under symbol SKHY, set to trade July 10 in the biggest ever US listing by a foreign company. Read more.
Why Comcast (CMCSA) finally split: inside the NBCUniversal and Sky spinoff
Comcast (CMCSA) splits in two: NBCUniversal and Sky to spin off into a separate public company under Cavanagh; Angelakis returns as Comcast CEO. Read inside.
Globalstar (NASDAQ: GSAT) $10.9bn Amazon deal hinges on Apple veto resolution
Globalstar (NASDAQ: GSAT) signed a USD 10.9B Amazon merger at USD 90 per share. The real question is whether Apple's 20 percent stake blocks the deal.
SanDisk surges 11% after Apple admits memory price hikes are unavoidable
SanDisk (SNDK) surges 11 percent after Apple's Tim Cook calls memory price hikes unavoidable, confirming NAND supplier pricing power. Full executive analysis.
Intel surges 9% after Trump says Apple agreed to build chips with Intel in America
Intel (INTC) surges 9 percent after Trump says Apple agreed to build chips with Intel in America, though the companies have not confirmed terms. Full analysis.
Dell Technologies revives XPS 13 at $699 as Apple MacBook Neo reshapes entry-level premium laptops
Apple made affordable premium laptops dangerous. Dell now answers with a $699 XPS 13. Read how this could reset the Windows PC fight.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.