Subject


Semiconductors


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...

2026-06-04

[News] LSTC’s Research Breakthrough Clarifies Sub-2nm Process Variations, Supporting Rapidus’s 1.4nm Ambitions

As Rapidus advances toward its roadmap of 2nm mass production in 2027 and 1.4nm in 2029, a new technology breakthrough could lend support to its ambitions. According to Hokkaido Shimbun, the Leading-edge Semiconductor Technology Center (LSTC), a consortium formed by national universities in Japan an...

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