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Daily Silicon: NVIDIA Earnings Aftershock Reshapes ASIC and Materials Landscape
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...
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Daily Silicon: NVIDIA $81.6B, Q2 Guide $91B — Parabolic
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...
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Daily Silicon: NVIDIA D-day, Triple Memory PT Hike
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...
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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...
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Daily Silicon: Nomura SKH ₩4M, Kioxia 48x — and the Strike Is Coming
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...
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Daily Silicon: Cerebras Explodes, Trump-Xi Summit Ends Empty-Handed
TL;DR — On 5/14 Cerebras (CBRS) closed its Nasdaq debut up 68% from a $185 IPO price, reaching roughly $95B market cap. The offering priced at $185 and raise...
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Daily Silicon: TSMC $1.5T Forecast, AMAT Record Quarter, Korea Chips +173%
TL;DR — At its May 14-15 annual technology symposium, TSMC raised its 2030 global semiconductor market outlook from $1T to $1.5T, with AI/HPC explicitly pegg...
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Daily Silicon: AMAT WFE Guide to 30%+, Foxconn AI Server Surge, Hynix PER Tops Samsung
TL;DR — Hon Hai (Foxconn) posted 1Q26 revenue of NT$2.13T and net income of NT$49.92B (+19% YoY), beating LSEG consensus of NT$48.88B. AI hardware infrastruc...
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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...
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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...
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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...
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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...