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A practicing semiconductor engineer's daily read on global silicon news: TSMC is taking its most two-sided hit in 30 years — AMD's next-gen 2nm order went to Samsung (DIGITIMES 5/11 exclusive), and SK hynix is piloting its own HBM paired with Intel EMIB 2.5D packaging
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A practicing semiconductor engineer's daily read on global silicon news: Korean chip names opened +6% as a 6-week SOX rally meets near-term catalysts in AMAT/NVDA earnings, while a 61.4% KOSPI semi concentration and Samsung union strike risk fuel volatility concerns. Chase's Take — From an
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A practicing semiconductor engineer's daily read on global silicon news: May 8 Reuters scoop: Alphabet, Meta, and MS have offered to directly fund EUV scanners for SK hynix, while the Bank of Korea reported a record $37.3B March current account surplus with chip exports +149.8% YoY.
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A practicing semiconductor engineer's daily read on global silicon news: Between May 6-8, the market split two ways: AMD and Micron triggered an analyst-wide PT bonanza pushing both to fresh highs, while TSMC's April revenue printed the slowest growth in six months and a tentative Apple-Intel
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A practicing semiconductor engineer's daily read on global silicon news: May 5–7 was the week the market re-asked who actually pockets the AI infrastructure supercycle: SK Securities formalized the memory re-rating by lifting SK hynix to ₩3M and Samsung to ₩500K, Arm posted a record $1.49B
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A practicing semiconductor engineer's daily read on global silicon news: An AI memory supercycle that rewired both KOSPI and global capex allocation in a single session — Samsung crossed $1 trillion, KOSPI ripped +6.45% to 7,384.56, and SpaceX/Tesla filed for a $119B Intel 14A '
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A practicing semiconductor engineer's daily read on global silicon news: SIA reported 1Q26 global semiconductor revenue of $298.5B on May 4 US time, up +25% QoQ for an all-time quarterly high; the same day KOSPI closed +5.12% at 6936.99 with SK Hynix +12.52% pushing
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A practicing semiconductor engineer's daily read on global silicon news: The first week of May 2026 in semiconductors is defined by memory swallowing everything: Microsoft carved out $25B of its $190B 2026 capex specifically for memory and component price hikes, while Apple's Tim Cook explicitly guided
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A practicing semiconductor engineer's daily read on global silicon news: The signals from the first week of May add up to one line: the memory supercycle just got extended by another year. SemiAnalysis sees NVIDIA SOCAMM pricing reaching $13/GB by year-end while TSMC defers High-NA EUV to
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A practicing semiconductor engineer's daily read on global silicon news: Today's digest tracks two threads: the memory supercycle paradox where Samsung's 1Q26 call flagged conventional DRAM margins overtaking annually-locked HBM — feeding directly into Korea's record +174% YoY April chip exports — and the
![[Synopsys Free Webinar] Why RTL Simulation Isn't Enough for AI Chip Verification: Rebellions·Synopsys HAV Success Story](https://storage.ghost.io/c/e0/1d/e01dab3f-8599-4f20-85b3-3b2507a10672/content/images/size/w600/2026/04/-------------2.png)
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Synopsys is hosting a free webinar for the first time in a long while. The topic is HAV — one of the hottest subjects in the industry right now. Register first, then tune in while you work. 😄 Synopsys Software-Defined HAV for AI-Era Chip-Design WebinarIn the AI era, semiconductor design verification is
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TL;DR * Shannon expansion is the formula for decomposing a Boolean function into a single MUX. * cofactor is "a new function that fixes one variable to 0/1" so that that variable disappears inside the cofactor. * Boolean difference is a sensitivity function that computes "does the output