--- title: "Inside the AI Hardware Boom and Biotech's Next Mega-Deals" type: "News" locale: "en" url: "https://longbridge.com/en/news/292398010.md" description: "Tech's infrastructure layer is seeing unprecedented momentum, with major players aggressively expanding capacity. Meanwhile, specialized biotech acquisitions are quietly reshaping the healthcare landscape." datetime: "2026-07-12T09:13:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292398010.md) - [en](https://longbridge.com/en/news/292398010.md) - [zh-HK](https://longbridge.com/zh-HK/news/292398010.md) --- # Inside the AI Hardware Boom and Biotech's Next Mega-Deals The tech and biotech sectors are bracing for what could be their most significant overhaul in recent years. I'm told by industry insiders that the scramble for artificial intelligence hardware is creating ripple effects far beyond Silicon Valley, while specialized pharmaceutical firms are suddenly becoming top acquisition targets. As we head deeper into the second half of 2026, the intersection of AI infrastructure and targeted healthcare solutions is where the real momentum lies. ### SK Hynix (SKHY.US) The memory giant's recent US depositary receipts debut on the Nasdaq was nothing short of historic. Shares of SK Hynix have rallied sharply following a record-breaking **USD 26.5B** IPO in July 2026, marking the largest foreign listing in US history. According to people familiar with the matter, the company's aggressive expansion in Indiana—a **USD 4B** investment for an advanced HBM packaging plant—is just the beginning. The company's top executives are already projecting a massive supply shortage for memory chips by 2027, driven almost entirely by the insatiable demand for AI servers. With a staggering **398%** year-over-year jump in Q1 2026 net profit, their grip on the HBM market remains dominant. ### Crinetics Pharmaceuticals (CRNX.US) Moving over to biotech, Crinetics Pharmaceuticals has seen its stock surge significantly this month. I'm told the **USD 10B** cash acquisition by Vertex Pharmaceuticals, announced in July 2026, took some in the industry by surprise. At a **102%** premium, Vertex is placing a massive bet on Crinetics' endocrine disease portfolio, particularly its daily oral therapy Palsonify for acromegaly. The drug has already topped early Wall Street estimates with over **USD 10M** in initial quarterly revenue. This deal could potentially unlock a combined peak sales opportunity exceeding **USD 5B** annually. ### Tempus AI (TEM.US) Tempus AI has been quietly outperforming its peers recently. The company's launch of its next-generation Lens platform in May 2026 has positioned it perfectly at the crossroads of artificial intelligence and oncology drug development. According to my sources, their new whole-genome sequencing analysis service, xH, is gaining serious traction among major healthcare providers. All eyes are now on their upcoming Q2 2026 earnings report at the end of July, which should provide a clearer picture of their AI-driven precision medicine pipeline. ### BlackBerry (BB.US) BlackBerry's turnaround story is finally showing tangible results, with shares trending upward this quarter. For the first time in nine years, the company reported positive operating cash flow for the quarter ending May 2026. The real driver here is their QNX software division, which saw a **26%** year-over-year revenue jump. As the automotive industry leans harder into software-defined vehicles, BlackBerry's foundational software is becoming crucial. Their pivot toward "physical AI" and edge computing seems to be exactly what major auto manufacturers are looking for right now. ### NuScale Power (SMR.US) The transition to carbon-free energy is facing some turbulence. NuScale Power's stock has been under pressure lately amid reports of project delays and execution risks. While the company recently secured a key final design contract for its Small Modular Reactor (SMR) protection system in June 2026, investors are growing increasingly concerned about the timeline for commercial deployment. The ambitious **6-gigawatt** project with ENTRA1 Energy looks promising on paper, but turning these advanced nuclear designs into actual revenue generation before 2030 remains a complex challenge. ### Navitas Semiconductor (NVTS.US) Navitas Semiconductor is carving out a vital niche in the AI power management space, helping its shares outperform the broader semiconductor index recently. The company's push into 800-volt direct-current AI infrastructure, utilizing its GaNFast technology, has caught the attention of major data center operators. I've learned that their recent collaboration with the Nvidia MGX ecosystem is moving faster than initially expected. Despite dismissing a patent infringement lawsuit from Wolfspeed in July 2026 as "baseless," their focus remains squarely on scaling their silicon carbide and gallium nitride solutions for high-power applications. ### Also - **SK Hynix-WI (SKHYV.US)**: Trading alongside the main ADRs, these instruments are tracking the broader enthusiasm for the company's commanding **61%** global HBM market share expected through 2026. - **Sivers Semiconductors (SIVEF.US)**: The company continues to navigate the specialized semiconductor market, looking to capitalize on the broader wave of advanced connectivity and photonics demand cascading from larger AI infrastructure investments. _This article does not constitute investment advice._ ### Related Stocks - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [CRNX.US](https://longbridge.com/en/quote/CRNX.US.md) - [TEM.US](https://longbridge.com/en/quote/TEM.US.md) - [BB.US](https://longbridge.com/en/quote/BB.US.md) - [SMR.US](https://longbridge.com/en/quote/SMR.US.md) - [NVTS.US](https://longbridge.com/en/quote/NVTS.US.md) - [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md) - [SIVEF.US](https://longbridge.com/en/quote/SIVEF.US.md) ## Related News & Research - [Is SK Hynix Stock a Buy After Its Latest Earnings Report?](https://longbridge.com/en/news/294240451.md) - [QUICK SPARK: SK Hynix on Pace for Worst Month Since June 2002](https://longbridge.com/en/news/294228209.md) - [SK Hynix earnings will signal what’s next for memory chip boom](https://longbridge.com/en/news/294101860.md) - [SK Hynix is the latest chip giant to discover that a 557% profit boost isn't good enough](https://longbridge.com/en/news/294150674.md) - [BB: H1 2026 delivered growth, margin gains, and a raised outlook, with caution for H2](https://longbridge.com/en/news/294324396.md)