Netgear shares jumped 14% after the FCC banned new foreign-made Wi‑Fi routers, citing severe cybersecurity and supply-chain risks, creating a regulatory tailwind for domestic equipment makers. SK hynix committed $7.9B to acquire advanced ASML equipment to scale next‑generation memory production to meet AI-driven demand, signaling sizable industry capex and a push toward higher-end node capacity.
Netgear shares jumped 14% after the FCC banned new foreign-made Wi‑Fi routers, citing severe cybersecurity and supply-chain risks, creating a regulatory tailwind for domestic equipment makers. SK hynix committed $7.9B to acquire advanced ASML equipment to scale next‑generation memory production to meet AI-driven demand, signaling sizable industry capex and a push toward higher-end node capacity.
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