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Lam Research posts record $8.22B revenue but slips after hours, Texas Instruments beats, Vera Rubin enters full production, Super Micro raises its guide, and Samsung and SK hynix rebound — 8 reads for October 22.
Analysis
Samsung's Xi'an fab converts from about 200 layers to 286-layer V9 NAND and SK hynix's Dalian fab moves from 192 to 240 layers and above. Five facts on YMTC's 38.5% China share, the US licence line, and the ramp, from Reuters reporting on Oct 21, 2026.
Analysis
Micron's October 21 technology webinar put a decade on the record: vertical HBM bonded on top of the processor, a 1-delta DRAM ramp and 400+ layer G11 NAND in late 2027, 3D DRAM over 4F2, and at least two years of tight supply. The full deep dive.
Career
Japan's filing averages put equipment maker Tokyo Electron on top at ¥13.54M vs Renesas ¥7.50M. Europe has no table at all — ASML's €119,900 wages per FTE, from its own filing, is the only hard number.
Career
On Taiwan's like-for-like metric, MediaTek pays NT$4.31M vs TSMC's NT$3.39M — the designer wins by 27%. ASE's NT$6.28M 'No. 1' covers a 109-person holding company, not a workforce.
Career
Country take-home: Korea $46,700 beats Taiwan $40,900 by 14.2%. The US pays 1.83x Korea. Germany wins gross but loses take-home to the Netherlands. At the Senior rung, TSMC pays about $88,800.
Career
Entry software pay at equipment makers is tied — KLA $123,553, Applied $121,610, Tokyo Electron US $115,947. The gap opens at Senior: KLA $189,168 vs Applied $164,206 (+15.2%). Lam has no level data, so it appears only via its 26.3% stock share.
Career
Zero of seven semiconductor materials companies publish pay by level. The only like-for-like pair is Japan's filing averages: Shin-Etsu JPY 8,988,000 vs SUMCO JPY 6,411,907 (+40.2%).
Career
In 2025 SK hynix averaged KRW 185M vs Samsung's KRW 158M — a flip from Samsung's 2024 lead. The cause is bonus structure: SK hynix PS at 10% of operating profit with no cap vs Samsung DS OPI capped at 50% of salary. Company-wide averages.
Career
EDA pay compared rung for rung, not name for name: Cadence leads at every published rung (Entry $134K vs $92.6K, Senior $181K vs $154K, Staff $210K vs $190K), while Siemens EDA tops AE base pay. Includes the rung mapping table and same-title H-1B comparisons.
Career
Foundry pay cannot be ranked in one list. Intel's $217K hardware median, TSMC's NT$3.05M, and Samsung's KRW 130M company-wide average are different definitions, compared in labeled panels, never mixed.
Career
Only three fabless companies pay Senior engineers above $300K in the US: Apple $366K, Broadcom $335K, NVIDIA $324K. Senior Software and Hardware rankings plus NVIDIA's SW vs HW gap, from Levels.fyi medians.
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