Intel and SK Hynix Jump on Talks for US Memory Chip Fab Deal
Intel and SK Hynix shares jumped over 3% after reports revealed talks to manufacture memory chips at Intel’s Ohio fab, reshaping the US semiconductor footprint.
Technology
Coverage of public technology companies, semiconductors, software, cloud infrastructure, and digital platforms. Articles examine reported results, investment cycles, and competitive economics.
Skyworks and Qorvo Surge as $22B Merger Nears Finish Line
Skyworks and Qorvo jumped up to 11% after CEO Phil Brace confirmed their $22B merger cleared US antitrust hurdles, eyeing a 2026 close and $500M in synergies.
Marvell Drops 7% on AI Slowdown Fears and Cloud Chip Rivalry
Marvell fell 7.4% to $218.82 as AI safety warnings triggered a chip sell-off, testing whether its $2.17B data center engine can outrun fresh competition.
CrowdStrike Soars 14% on AI Safety Rotation, HCLTech Deal
CrowdStrike surged 14.2% to $235.49 as an AI safety debate ignited a rotation into cybersecurity software, paired with a major HCLTech partnership expansion.
AI Slowdown Warning Hits Tech: Nasdaq Futures Drop 1.3%
Tech futures slid Sunday night as Anthropic’s Dario Amodei and a viral safety warning triggered fears of AI curbs, sending Nasdaq-100 futures down 1.26%.
TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot
TSMC posted NT$514.8B in August 2026 revenue, up 53.3% YoY and 10.1% MoM. YTD growth hit 39.3% as AI chip demand outstrips supply.
Apple’s Sept 9 iPhone Event: What History Says About AAPL
Apple unveils the iPhone 18 Pro and its first foldable today. Here’s what Q3 results, KeyBanc’s price warning, and 24 past launches say about the stock.
Qualcomm Jumps on Amazon AI Chip Deal: $15B by FY2029
Qualcomm shares rallied 2.75% Monday on a multi-generational AWS custom AI chip deal targeting ~$15B in data-center revenue by fiscal 2029.
NVIDIA to Buy Hugging Face for $12.9B: Deal Terms, Timing
NVIDIA agreed to acquire open-source AI hub Hugging Face for ~$12.9B ($11.9B cash + $1.0B retention equity). Deal targets H1 2027 close.
Anthropic Walks From $7B MatX Deal, Picks Partnership Instead
Anthropic held talks to buy AI-chip startup MatX for about $7 billion, then abandoned the deal in favor of a partnership and in-house silicon push.