SK Hynix’s Solidigm Weighs IPO That Could Value the Storage Unit at $150 Billion
Reuters: Solidigm is weighing a US IPO as early as 2027 that could value the AI storage business at $150 billion and raise $15 billion.
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SK Hynix in Talks With Intel to Make Memory Chips in the US for the First Time
SK Hynix and Intel are in exploratory talks on US memory chip production, including a possible Ohio lease or joint venture with cloud firms.
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
ASML Teams With Intel, TSMC and Samsung on 12-Inch Photomasks to Print Giant AI Chips Without Stitching
ASML and major chipmakers want 12-inch photomasks for High-NA EUV, a change that could raise machine productivity about 40% and cut stitching costs.
SK Hynix to Cancel $29 Billion Worth of Shares — Biggest Move in South Korea History
SK Hynix expands returns beyond 50% of FCF with buybacks, dividends and possible special payouts.
BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth
BofA reaffirms Micron as its top memory pick, citing SanDisk’s outlook as proof AI is making demand more durable. Sees $200–$250 EPS by 2030.