Browsing Tag
Milpitas
5 posts
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.
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.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Griffin Technology Group boosts SMB cybersecurity through 20-year SonicWall partnership
Griffin Technology Group expands SMB cybersecurity with SonicWall’s MDR, firewalls, and centralized threat protection, reducing overhead and risk exposure.
PsiQuantum advances to final phase of DARPA’s utility-scale quantum computing program
PsiQuantum has reached a significant milestone in its mission to develop the world’s first utility-scale quantum computing system.…