Semiconductor News & Analysis Feed

This week's semiconductor headlines converge on two dominant themes: the capital markets' appetite for AI-era storage and the insatiable demand for GPU compute. Solidigm, SK Hynix's NAND and enterprise SSD arm acquired from Intel in 2023, is reportedly targeting a $150 billion IPO valuation. If real

On Thursday, several prominent technology companies received updated analyst ratings, with NVIDIA and SpaceX at the forefront. NVIDIA, as a leading AI chip manufacturer, continues to attract attention due to its technological advancements and strong market demand. SpaceX, recognized for its leadersh

On Friday, analysts focused on several major tech companies, with NVIDIA at the forefront. As a leading GPU manufacturer, NVIDIA's growth in artificial intelligence and data center markets has drawn significant attention. Its chips are not only driving the gaming industry but also playing a crucial