Topic
52 posts tagged “Semiconductors”.
Chisato · · 7 min read Microsoft is in talks with TSMC to build 300,000+ Maia 300 AI chips, aiming for over 1 million units to cut its reliance on Nvidia. The plan and what it means.
Kurumi · · 6 min read TSMC reported record July revenue of NT$467.58 billion, up 44.7% year over year on AI chip demand. The numbers, the raised guidance, and what to watch.
Kurumi · · 4 min read Intel plans to raise $15B in a common-stock sale to fund AI silicon, advanced packaging and foundry expansion. The details, dilution math, and what to watch.
Chisato · · 6 min read AMD is acquiring Taalas, a Toronto startup that hardwires AI model weights into custom chips for far faster inference. What the deal means for the Nvidia race.
Chisato · · 5 min read Simultaneous multithreading lets one physical CPU core run two instruction streams at once, filling idle execution units to raise throughput.
Kurumi · · 6 min read Astera Labs posted record Q2 2026 revenue of $392.4M, up 104%, and guided Q3 far above estimates as Scorpio fabric switches ramp early. The numbers that matter.
Kurumi · · 6 min read Tesla and SpaceX confirmed Terafab, a $16.8B first-phase chip fab in Grimes County, Texas, with plans to reach 1 terawatt of compute a year. The details.
Kurumi · · 4 min read Facing an AI-driven DRAM shortage, HP, Asus and Acer have begun using China's CXMT memory in some notebooks. Why the memory crunch is reshaping the PC supply chain.
Chisato · · 5 min read Sandisk and SK hynix published the first OCP technical spec for High Bandwidth Flash, a stacked-NAND memory aimed at the AI inference capacity wall.
Kurumi · · 6 min read AMD posted record Q2 2026 revenue of $11.5B as data center sales more than doubled, and guided Q3 above estimates — yet the stock fell. The full breakdown.
Kurumi · · 5 min read AMD reports Q2 2026 results on August 4. Analysts expect about $11.3B in revenue and $1.61 EPS, with the data center and MI450 ramp in focus. What to watch.
Kurumi · · 5 min read South Korea's July exports rose 62.8% to $98.89B, the second-highest ever, as chip shipments jumped 179% on AI memory demand, trade ministry data showed.
Kurumi · · 5 min read Qualcomm will raise Snapdragon chip prices by double digits on Sept. 1, 2026, blaming a memory cost surge. Here's the earnings context and the hit to phone buyers.
Kurumi · · 5 min read TSMC is developing silicon-bridge packaging similar to Intel's EMIB with Kinsus, an alternative to sold-out CoWoS. Intel and AMD stocks jumped on the report.
Kurumi · · 5 min read Semiconductor stocks staged their biggest rally in 15 months on July 30, 2026 as Micron, AMD and Lam Research surged after Microsoft's cloud beat. Why.
Kurumi · · 6 min read South Korea's KOSPI triggered back-to-back circuit breakers and memory names shed 30% as the AI memory trade unwound — even with record earnings and rising prices.
Chisato · · 4 min read An ASIC is a chip custom-built for one task, trading flexibility for speed and power efficiency. How ASICs differ from GPUs and FPGAs, and when to use one.
Chisato · · 4 min read China has begun limited mass production of home-grown immersion DUV lithography machines, with first units bound for SMIC, Hua Hong and CXMT. What it changes.
Kurumi · · 5 min read The Nasdaq 100 entered correction on July 28, 2026 as an AI memory selloff sent Kospi into a circuit breaker and Micron, SK Hynix and Nvidia lower. Here's why.
Kurumi · · 4 min read ChangXin Memory (CXMT) raised $8.6B in Asia's biggest IPO of 2026, then jumped ~470% on its Shanghai STAR Market debut. What the listing means for global DRAM.
Kurumi · · 6 min read Chip stocks fell again July 27 as the SOX slid about 4% and money rotated into the Dow — a peak-cycle test right before Big Tech's earnings week.
Kurumi · · 6 min read Nvidia is prepaying Amkor $1.5 billion to expand advanced chip packaging in Arizona, building a second CoWoS source outside TSMC. The deal and what's next.
Kurumi · · 5 min read Chinese GPU designer MetaX has confidentially filed for a Hong Kong IPO, targeting a listing by end-2026 after a 693% Shanghai debut. The details and the anti-Nvidia push.
Kurumi · · 6 min read Intel Q2 2026 revenue rose 25% to $16.1B and shares jumped ~13%. Data Center grew 59%, foundry 31%, but a CHIPS-tied charge drove an $11B GAAP loss.
Kurumi · · 6 min read Intel reports Q2 2026 earnings July 23 after a 163% YTD run. Consensus is $14.4B revenue and $0.22 EPS. What to watch on 18A foundry, margins, and guidance.
Kurumi · · 6 min read CuspAI raised $450M at a $2.6B valuation to launch an AI Materials Foundry, backed by Kleiner Perkins, NEA, Bezos Expeditions and AMD Ventures. Here's the bet.
Kurumi · · 5 min read Etched is reportedly raising at a $20 billion valuation, quadrupling its price in weeks, on a chip hardwired for transformers. Here's the deal and the risk.
Kurumi · · 6 min read TSMC will invest another $100 billion in Arizona, adding four fabs and pushing its total US commitment to $265 billion. The plan, the numbers, and what to watch.
Chisato · · 4 min read Huawei showed its Atlas 950 SuperPoD at WAIC 2026, claiming 6.7x the compute of Nvidia's NVL144 by wiring thousands of Ascend chips into one machine. Here's the reality.
Kurumi · · 5 min read Intel is the first to mass-produce logic chips on ASML's High-NA EUV, dual-qualifying select 18A Panther Lake layers. Here's what shipped and why it matters.
Kurumi · · 6 min read Semiconductor stocks sank on July 16, 2026 even after TSMC crushed estimates. SK Hynix fell 11%, Arm slid 5%. Why good news triggered a selloff, and what to watch.
Kurumi · · 15 min read TSMC posted $40.2B in Q2 revenue and a 77% jump in net profit on AI chip demand, then raised its 2026 capex to $60–64B. The numbers and what to watch.
Chisato · · 4 min read EUV lithography uses 13.5nm-wavelength light to etch the finest features on modern chips. How it works and why it's a chokepoint in chip manufacturing.
Kurumi · · 12 min read ASML posted €9.3B in Q2 net sales and lifted its full-year outlook to €43–45B on strong AI chip demand. Here are the numbers and what to watch next.
Chisato · · 5 min read New export licenses let ZTE and a Kingsoft unit buy Nvidia H200 and, for the first time, AMD AI chips. AMD jumped 6%. The details and what it means.
Kurumi · · 6 min read SK hynix fell a record 15% on July 13 after signaling it will slow its HBM4 ramp to chase DDR5 margins, reviving fears the AI memory boom is peaking.
Kurumi · · 5 min read Intel is investing €5 billion ($5.7B) to expand its Leixlip, Ireland campus, scaling Intel 3 production of Xeon 6 chips for AI demand. Here's the plan and why it matters.
Kurumi · · 10 min read TSMC's June revenue jumped about 68% year over year on AI chip demand, setting up its July 16 Q2 report. Here are the numbers and what to watch.
Chisato · · 5 min read A chiplet is a small, self-contained die that's packaged together with others to form one chip. How chiplets work and why the industry moved to them.
Chisato · · 6 min read AI chipmaker SambaNova closed the first tranche of a $1B Series F at an $11B valuation and named JPMorgan Chase as an on-prem inference customer. The details.
Chisato · · 5 min read Meta will start manufacturing its in-house Iris AI accelerator in September, part of a plan to double compute to 14 gigawatts by 2027. The plan and why it matters.
Chisato · · 6 min read China is preparing to let Alibaba, ByteDance, and DeepSeek buy Nvidia's H200 — but capped under 200,000 chips. The reversal, the conditions, and what it means.
Kurumi · · 5 min read Micron will invest up to $3 billion to strengthen the US chip supply chain, anchored by a GlobalWafers deal. Shares jumped 7%. Here's the plan and why it matters.
Kurumi · · 6 min read Bain Capital sold its final Kioxia stake, ending an $18B bet that returned roughly $15B as AI storage demand sent the shares up more than 4,500%.
Kurumi · · 6 min read SK hynix debuts on Nasdaq under SKHY in a ~$29B ADR offering, the largest-ever US listing by a foreign firm. The figures, the HBM context, and what to watch.
Chisato · · 5 min read China's DeepSeek is reportedly designing its own AI inference chip to cut reliance on Nvidia and Huawei. Here's what's confirmed and why Nvidia shares fell.
Kurumi · · 5 min read SemiAnalysis says Nvidia's Kyber NVL144 rack slipped to 2028 on a PCB midplane snag. Nvidia calls its roadmap 'intact.' Here's the report, the denial, and the stakes.
Kurumi · · 10 min read Samsung posted record Q2 operating profit up nearly 19x, yet chip stocks fell as Micron, Intel and AMD dropped on AI-demand and memory-price fears. What happened.
Kurumi · · 5 min read Nvidia is up just 3.2% in 2026 while Micron gained 304% and AMD 171%. Custom ASICs and memory are leading the chip rally instead. Here's what changed and what to watch.
Kurumi · · 12 min read Samsung posted a record 89.4 trillion won Q2 operating profit, up 19-fold, as AI memory and HBM demand made it tech's most profitable quarter.
Kurumi · · 6 min read Anthropic is reportedly in early talks with Samsung to build its own AI chip on a 2nm process — a bid to control cost and supply in the compute race.
Kurumi · · 4 min read AI chip stocks tumbled in early July 2026 as the SOX fell 6.7% and Korea's Kospi plunged 7.9%. Here's what triggered the sell-off and what to watch next.
