Semiconductors on Media Forum

CrossGov.com Follows Washington as Buyer and Shareholder: Intel and Rare Earth Stakes, $1 AI Deals and 538 Certified Cloud Services

Sun, 11 Oct 2026 00:00:00 +0000

The federal government is the biggest customer in the American economy. Lately it’s also become a shareholder, a price-setter and, in a few industries, something close to a business partner. Most business coverage still treats Washington as the referee. CrossGov.com treats it as a player, which is the more accurate picture in 2026.

CrossGov covers US government at every level, federal first, and a good chunk of its archive sits right where policy turns into contracts, equity and market share. If you write about business, tech or media, that’s the part worth reading.

SanDisk (SNDK) Rallied 11.9% Into an S&P 100 Add That Forces Almost Nobody to Buy

Sun, 06 Sep 2026 00:00:00 +0000

SanDisk closed Friday at $1,740, up 11.9%, a third consecutive advance. The wire coverage split the credit between two things. Nvidia confirmed late Thursday that it will pay $12.9 billion for Hugging Face, which put the whole AI complex bid, and Dell’s COO had spent part of the earnings call earlier in the week saying the constraint on AI server supply is memory, DRAM first and NAND second. Underneath both, S&P Dow Jones Indices had announced in its quarterly rebalancing that SanDisk joins the S&P 100 on September 21, alongside Dell, Palo Alto Networks and Arista Networks.

Texas A&M Is Spending $11.8 Million on a Water Tower Before Its Semiconductor Institute Can Open

Fri, 04 Sep 2026 00:00:00 +0000

The Texas A&M University System Board of Regents approved $11.755 million on Thursday for a one-million-gallon water tower at the RELLIS Campus in Bryan-College Station. It replaces a 300,000-gallon tank that was built to serve the military airfield the campus sits on.

That is the entire announcement. It is also the most revealing thing the A&M System has said about its semiconductor program all year.

The old tower holds water pressure somewhere around 51 to 55 psi. New buildings on the campus already have to install their own pumps to hit the pressure that fire protection and irrigation systems need. When every new structure has to solve the same utility problem privately, the shared system underneath it was sized for a different era, and in this case it literally was. The campus utility spine was laid for propeller aircraft and hangars.

Marvell (MRVL) to $1 Trillion: Nvidia's Road Requires 70% Gross Margins, Broadcom's Requires Stock Marvell Has Already Spent

Fri, 28 Aug 2026 00:00:00 +0000

Two semiconductor companies have gone from Marvell’s current size to $1 trillion, and they did it by completely different mechanisms. Sorting out which mechanism is available to Marvell is more useful than compounding a revenue line forward, because the answer to how long it takes depends on which road the company is actually on. Marvell closed the earnings session at $241.42 with a market capitalization of $211.7 billion, up roughly 184% year to date against a 52-week range of $61.44 to $329.88, and traded to $224.34 after hours on a print that beat and raised. It needs 4.72 times from here.

Micron $MU and SanDisk $SNDK Sold Off on a Weibo Post: Why I Think the Market Priced the Wrong Thing

Tue, 25 Aug 2026 00:00:00 +0000

Start by discounting me. I own memory. Some of it through leveraged wrappers, which means Monday cost me roughly double what it cost a sane person. So I have every reason to talk myself into thinking the sellers were idiots, and you should read the next few paragraphs with that in mind.

Read them anyway, because I don’t think the sellers were idiots. I think they were selling a different market than the one that exists.