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A practicing semiconductor engineer's daily read on global silicon news: WSTS 1Q26 sales hit $299B — +25% QoQ is the largest in 40 years of records, +79% YoY also a record. AI is the sole driver, with AI-linked names taking 70% ($208B) of top-20 revenue, while PC and smartphone
A practicing semiconductor engineer's daily read on global silicon news: AMD committed $10 billion to Taiwan's packaging ecosystem to dilute CoWoS dependency via EFB on the same day Lisa Su flagged memory as another pressure point, while Korea's May 1-20 chip exports hit a
A practicing semiconductor engineer's daily read on global silicon news: NVIDIA's Q1 FY27 blowout is rippling across ASIC, materials, and memory layers — Anthropic is in talks to adopt Microsoft Maia 200 while Broadcom's quarterly AI revenue hit $8.4B (+106% YoY), and Korea sent
A practicing semiconductor engineer's daily read on global silicon news: NVIDIA's Q1 FY27 print blew past consensus with an $80B buyback and 25× dividend hike, while TSMC Arizona's Q1 profit eclipsed all of 2025 and ASML pinned High-NA EUV first chips to within months.
A practicing semiconductor engineer's daily read on global silicon news: NVIDIA reports fiscal Q1 today with consensus at $78B revenue / $73B DC and options pricing ±8-10% moves, while Mizuho lifted Micron ($800), TXN ($300), and STM ($68) targets simultaneously and Nomura sees another 110% upside in Korean memory
A practicing semiconductor engineer's daily read on global silicon news: Monday's global semiconductor flow split two ways: TSMC declared 98% CoWoS yield with five new fabs in 2026 and 70% 2nm CAGR while Morgan Stanley and Citi raised NVDA and Intel targets in tandem, while Suwon
A practicing semiconductor engineer's daily read on global silicon news: Nomura's ₩4M SK hynix target and Kioxia's 48x quarterly profit guide push memory revaluation into structural-growth territory, while Samsung's May 14 warm-down and the May 21 45,000-person strike threaten to gut
A practicing semiconductor engineer's daily read on global silicon news: Cerebras closed its Nasdaq debut up 68% at a $95B market cap — 2026's biggest AI chip IPO — while the Trump-Xi Beijing summit ended without putting H200 export controls on the table. Korea is heading into emergency
A practicing semiconductor engineer's daily read on global silicon news: TSMC lifted its 2030 chip-market forecast to $1.5T while AMAT printed a record quarter and Korea's April chip exports hit $31.91B (+173.3% YoY) — four data points pointing the same direction on structural supply
A practicing semiconductor engineer's daily read on global silicon news: Three pressures on the semi cycle lit up at once over the past 24 hours: AMAT's 2026 WFE growth guide jumped from 20%+ to 30%+ on HBM and advanced-packaging capex, Foxconn's Q1 beat confirmed
A practicing semiconductor engineer's daily read on global silicon news: AI infra capex is visibly spilling beyond GPU and HBM into networking, silicon photonics, and custom ASICs — May 12–13 data confirms it in one shot. Chase's Take — The AI capex wave Nvidia kicked off is
A practicing semiconductor engineer's daily read on global silicon news: On May 12-13, equities, policy, and capex aligned in one direction — foreign and Korean IBs simultaneously re-rated memory while TSMC's board approved another $20B Arizona injection and SIA pushed Congress on AMIC. Chase's Take