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2026-06-04

[News] Intel Says 18A May Reach Strong Margins by 2027; Notebook Chips on the Node Mark Fastest Ramp in 5 Years

Intel is betting heavily on 18A to support the company's turnaround plan. According to The Register, Chief Financial Officer David Zinsner said that early last year Intel faced the challenge of trying to improve both performance and yield at the same time. The company later shifted its focus to stab...

2026-06-04

[News] Broadcom Stops Short of Raising FY2027 US$100B AI Chip Sales Target Despite Google, Meta Commitments

Broadcom holds its Q2 earnings call. According to Bloomberg, the company delivered a softer-than-expected outlook for AI chip revenue, suggesting that its expansion in the rapidly growing AI market may be progressing more slowly than anticipated. The company forecasts AI semiconductor revenue of US$...

2026-06-04

[News] TSMC Rejects High-NA EUV Investment Concerns, Confirms Purchase for R&D Use

As Intel advances its High-NA EUV roadmap for its A14 node, market attention has turned to TSMC’s comparatively cautious approach to the cutting-edge lithography tool, which is estimated to cost around US$400 million per system. However, at its June 4 shareholder meeting, TSMC Chairman C.C. Wei...

2026-06-04

[News] SK Group Chair Chey Tae-won Meets TSMC Chairman C.C. Wei After Two Years, HBM, Advanced Packaging in Focus

Shortly after touring SK hynix’s COMPUTEX booth in Taipei alongside NVIDIA CEO Jensen Huang on June 2, SK Group Chairman Chey Tae-won met with TSMC Chairman C.C. Wei for the first time in two years, according to a post by SK hynix on its official X account on June 4. Hankyung adds that the meeting...

2026-06-04

[News] Applied Materials Eyes 25% Southeast Asia Hiring Growth, Mostly in Singapore, Advances Packaging Efforts

Applied Materials is looking to expand its workforce in Southeast Asia. According to Nikkei, Brian Tan, the company's corporate vice president and president for Southeast Asia, said Applied Materials plans to hire at least 1,000 additional employees across the region this year, representing a 25% in...

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