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A practicing semiconductor engineer's daily read on global silicon news: Trump's surprise Intel-Apple chip announcement collided with a historic Samsung-SK Hynix market cap squeeze, an ASML EUV export controversy, and Kioxia's NAND-fueled run past Toyota. Chase's Take — The story
A practicing semiconductor engineer's daily read on global silicon news: Intel pushed 18A-P into risk production and SK Hynix lined up a July Nasdaq ADR to fund HBM4 capacity, while TSMC faces a US ITC patent fight even as its CoWoS supply crunch starts to ease. Chase&
A practicing semiconductor engineer's daily read on global silicon news: At VLSI Symposium 2026, TSMC flexes pricing power with a 15% 3nm hike while SK Hynix and Samsung race to ship HBM4E samples ahead of schedule. Chase's Take — TSMC raising N3 prices 15% isn't
A practicing semiconductor engineer's daily read on global silicon news: ASML, TSMC, and imec unveil the first 300mm-wafer 2D-material transistors as Qualcomm moves to acquire Jim Keller's Tenstorrent for up to $10B, while AI-driven demand sends equipment stocks and DRAM prices sharply higher.
A practicing semiconductor engineer's daily read on global silicon news: SK Hynix shipped HBM4E 12-Hi samples to key customers on June 18, pushing the KOSPI past 9000 for the first time, and Samsung and SK Hynix both hit fresh record highs on the 19th; the same week
TL;DR — Global semiconductor sales hit $299B in 1Q26, up 25% QoQ vs 4Q25 — the largest quarterly jump in WSTS's 40-year history. YoY +79% also a record. Sour...
TL;DR — AMD will invest over $10 billion in Taiwan's semiconductor ecosystem across three years, co-developing next-gen bridge packaging EFB (Elevated Fan-ou...
TL;DR — CNBC reports Anthropic is negotiating to adopt Microsoft's Maia AI chip, no deal signed yet. Maia 200 is the second-generation AI chip Microsoft anno...
TL;DR — NVIDIA's Q1 FY27 revenue hit $81.6B, up 85% YoY, with adjusted EPS of $1.87 vs. $1.76 expected. Q2 guide of $91B ±2% beats consensus of $86.84B. GAAP...
TL;DR — NVIDIA reports Q1 FY27 after the May 20 close. Consensus revenue ~$78B (whisper $79-80B), non-GAAP EPS $1.77, data center revenue ~$73B. Options are...
TL;DR — At the 5/18 North America Technology Symposium, TSMC officially put 5.5-reticle CoWoS yield above 98 percent. Guide: five new fabs online in 2026, 2n...
TL;DR — In a May 17 note, Nomura raised SK hynix from ₩2,340,000 to ₩4,000,000 and Samsung from ₩340,000 to ₩590,000. The ₩4M SK hynix target is a first glob...