industry-research
Siemens has not completed the acquisition. It signed an agreement on July 20, 2026 to acquire Precision Innovations Inc., with closing expected in calendar Q3 2026 subject to customary conditions.
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Semiconductor research from Goldman Sachs, J.P. Morgan, Citi and UBS, organized around HBM, AI monetization, equipment, packaging and CXMT. AI use is generating returns, and more data centers are being considered as high-NPV projects. We identify potential beneficiaries.
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A practicing semiconductor engineer's daily read on global silicon news: Semiconductor prices lifted Korea's real GDI 13.2%, while new EUV and photonic-computing results shifted the question from lab performance to deployability. Read this every morning at 06:00 KST. Daily Silicon is VLSI Korea’
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Trump's Q1 2026 portfolio filing looks less like a single-stock bet and more like an AI infrastructure value-chain allocation.
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A framework for where AI semiconductor startups are headed: M&A, sovereign AI, national champions, independent product companies, IP licensing, or edge AI.
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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
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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&
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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
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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.
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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
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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...
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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...
