VLSI Korea

Analysis

Semiconductor Startup Valuation Curves: Tenstorrent Hits $6.2B, Etched Quadruples in Eight Months

Tenstorrent's $1.5B Series E values it at $6.2B. We charted nine AI chip and interconnect startups using only verified funding-round valuations: Etched up 4.2x in eight months, Groq reset, Rebellions to pre-IPO. All 24 data points published.

2026.10.22

Analysis

Anthropic's S-1, Decoded for the Semiconductor Market: Inside the $80.7B Loss and the $518B Compute Commitment

Of Anthropic's $80.7B first-half net loss, about $72B is a non-cash mark. The real story is at least $518B of compute commitments. We convert them into gigawatts, accelerators and HBM bits, and map who supplies them.

2026.10.22

Analysis

Intel Inference GPU Deep Dive: Why the D270 Skips HBM for 480GB of LPDDR5X

2026.10.22

Analysis

The Math of Vera Rubin Production: 576 HBM4 Stacks per Rack, 300,000 Wafers per Million GPUs (TSMC, SK hynix, Samsung, Micron)

2026.10.22

Analysis

TSMC Kumamoto Fab 2 Moves to 3nm: Japan Certification, Subsidy and 2028 Production Plan

2026.10.22

Analysis

Market Bulletin: Silicon Wafer Prices Rise Toward 40% - ASP Heads From USD 92 to USD 166 as Utilization Reaches 99%

2026.10.22

Analysis

SK hynix Ends Its 40 Trillion Won Buyback — 5 Facts After the 55 Trillion Won Bid Disappears (SK hynix, Samsung, HBM)

2026.10.22

Analysis

Wearable Semiconductors 1: The Smartwatch Brain War — Apple S10 vs Snapdragon W5+ Gen 2 vs Exynos W1000

2026.10.22

Analysis

Lam Research Earnings in 7 Facts: Record Revenue, Falling Stock (WFE, HBM)

2026.10.22

Analysis

AI Factories in 14 Days, Not 6 Months: Vera Rubin Production and the DSX POD Speed Play (HBM4)

2026.10.22

Analysis

80% of Samsung's 2027 Memory Is Already Sold: Pricing Power Returns (HBM4, Long-Term Contracts)

2026.10.22

Daily

Lam Research Posts Record $8.22B Revenue, Texas Instruments Beats Too — Samsung and SK hynix Rebound: 8 Reads for October 22

2026.10.22