Daily Silicon: TSMC Packaging Yield Hits 98% — Cracks in the Cycle Peak
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...
Read analysis
01 / THE BRIEFING
Semiconductor intelligence, without the noise.
현직 엔지니어의 기술 해설과 산업 데이터 분석
YOUR READING LIST
Continue where you left off.
Stored only in this browser.
02 / LATEST INTELLIGENCE
View archive
Analysis for builders and decision makers.
English
Daily Silicon: Cisco AI Orders $5B→$9B, AI Infra Surface Expands
TL;DR — Cisco's Q3 FY26: revenue $15.8B (+12% YoY), GAAP EPS $0.85, non-GAAP EPS $1.06. AI infrastructure orders hit $5.3B over nine months; FY26 guide raise...
English
Daily Silicon: Citi and KB Pile Into Memory Re-Rating, TSMC Adds $20B to Arizona
TL;DR — KB Securities head of research Kim Dong-won maintained Buy and raised SK hynix's target price from ₩2.0M to ₩2.8M (+40%) on May 13. He re-cut 2026/20...
English
Daily Silicon: AMD 2nm Defects to Samsung, SK hynix Tests Intel EMIB — TSMC Cracks
TL;DR — AMD has placed its next-gen 2nm volume order with Samsung Foundry rather than TSMC. The US fabless single-supplier hedge — already in motion at Tesla...
English
Daily Silicon: Premarket +6%, Next Inflection Points Are AMAT and NVDA Earnings
TL;DR — Monday 5/11 KST open: Samsung 284,500 won (+5.96%), SK hynix 1.793M won (+6.35%), SK Square +7.92%. Friday's US SOX +5.5%, Micron +15.5%, Intel +14.0...
English
Daily Silicon: Big Tech Funds EUV Scanners — The Memory Supercycle Rewrites Deal Structure
TL;DR — Reuters scoop: Alphabet, Meta, MS and other Big Tech have offered to fund new SK hynix production lines and pay ~$400M per EUV scanner directly. Pack...
English
Daily Silicon: Analyst Consensus Surge vs TSMC April Slowdown, Apple-Intel Tentative Deal
TL;DR — TSMC's April revenue, reported May 8, came in at NT$410.73B (~$13.05B), +17.5% YoY but -1.1% MoM — the slowest monthly growth since last October. Des...
English
Daily Silicon: Only Nvidia Lags as Memory, Arm, and ASICs Power the First Week of May
TL;DR — On May 7, SK Securities raised SK hynix to ₩3M from ₩2M and Samsung Electronics to ₩500K from ₩400K on the same day. Mirae Asset also lifted SK hynix...