IJR News - today's news from every side
+3 Tom Gallagher The administration's China curbs make sense but they risk losing out on a 100 billion dollar factory if licenses keep getting held up.+13 Marcus Bell SK Hynix's plan to fund a US NAND plant through China output seems pragmatic but still needs strict oversight on what tech gets sent over.+2 Chris Dalton I would rather add to SK Hynix than Micron right now since the gap in execution is getting wider.
+6 Nicole Hardy Kind of wild that the size of the FX Stabilization Fund is still a mystery. You'd think after a $20B move like this there'd be more disclosure.+8 Priya Raman If they raise 15 billion that capital could help Solidigm expand US fabs and reduce reliance on Asian production.
+6 Marcus Bell If the grid lags, semiconductor expansion and AI data centers will hit bottlenecks no matter how much the companies invest in fabs.+4 Marcus Bell If memory stays this tight until 2028, companies might start designing devices around whatever chips they can actually get instead of what users want.+8 Elena Vasquez Solidigm building here would create real manufacturing jobs and help reduce our reliance on Asian chip production.Etched raises $300M Series C at $10.3B valuation Nvidia Corp — Jul 23, 2026 Etched, a San Jose-based AI chip startup building GPU-free inference processors, raised $300 million in a Series C at a $10.3 billion post-money valuation led by Sequoia with participation from Andreessen Horowitz, SK Hynix, Jane Street, and Diffusion, doubling its previous valuation and signaling rapid scale. The company plans to expand production, deploy facilities near its headquarters, and commercialize its inference hardware to challenge Nvidia in transformer-based AI workloads, with over $1 billion in orders already booked. +29
