TechPulse USA

By the TechPulse USA News Desk · October 24, 2026 Photo: Solidigm is the former Intel NAND/SSD business — an Intel DC P3608-series enterprise SSD. Image is illustrative, not Solidigm hardware. Credit: Dmitry Nosachev, CC BY-SA 4.0, via Wikimedia Commons. Three weeks ago, bankers were whispering about a $150 billion valuation. On Friday, SK Hynix pulled the plug on the review instead. The Korean chip giant said in a regulatory filing that it had discontinued its review of a US IPO for Solidigm — the American memory subsidiary that was supposed to be the biggest semiconductor listing of the AI era — taking with it what had been reported as a roughly $10 billion raise as early as 2027. If you are keeping score on the great AI-bubble stress test, add one more line. The biggest listing has not just wobbled. It is back in the drawer. Here is what makes this one different from the other listing casualties littering October. Firmus Grid and AirTrunk died of market...

Tan’s warning is now moving money on two continents. Beyond the memory-stock rally, Taiwan’s Winbond signed a US$1.12 billion deal this week to buy Infineon’s NOR flash and F-RAM business — reviving the Spansion brand as a standalone Silicon Valley company — in a bid for automotive and industrial memory share as the shortage bites beyond mainstream DRAM and NAND. The consolidation logic is the same one driving Tan’s warning: with AI data centers absorbing wafer capacity and prices up five to seven times, every corner of the memory market has become a seller’s market. Micron, the largest U.S.-based memory maker, reports its latest results on September 30 — the next hard data point on how long the boom lasts. If you have been putting off buying a new laptop or phone, hoping prices would settle down, the head of Intel just killed that hope in public. Memory chips — the stuff inside every phone, PC, and AI server — have climbed ...

The most important shortage in the artificial intelligence boom isn't graphics processors. It's memory — and on Wednesday, the industry's biggest memory maker took a step toward solving it on American soil. South Korea's SK Hynix is in talks with Intel about a deal that would see it manufacture memory chips in the United States for the first time, Reuters reported, citing three people familiar with the discussions. The exclusive, reported from Seoul and Washington by Heekyong Yang, Alexandra Alper, and Hyunjoo Jin, lands at the intersection of three of the biggest forces in technology: an acute global shortage of the memory chips that AI data centres devour, Intel's halting attempt to reinvent itself as a contract manufacturer, and the Trump administration's relentless pressure on chipmakers to build in America. Intel shares surged 5.2 percent in premarket trading on the news; SK Hynix stock finished 4.1 percent higher in Seoul. Details of how such a deal mi...