Subject


Semiconductors


2026-04-23

[News] Micron Reportedly Urges Tighter U.S. Chip Equipment Curbs on China; Toolmakers Seek Relief

Micron is reportedly urging the U.S. government to tighten restrictions on chipmaking equipment sales to China. According to Reuters, sources say the company has been a key force pushing Congress to advance legislation that would impose new export controls on the tools used by its Chinese rivals to ...

2026-04-23

[News] TSMC Latest Roadmap: A12, A13 for 2029 Without High-NA EUV; A16 Volume Production Delayed to 2027

TSMC outlined its manufacturing technology roadmap through 2029 at its North American Technology Symposium 2026. According to Tom’s Hardware, the company introduced its 1.2nm- and 1.3nm-class processes, A12 and A13, both targeted for production in 2029, along with an unexpected extension of the N2...

2026-04-23

[News] Intel Tapped as Tesla Wins First 14A Customer Spot in Terafab Push

Just ahead of Intel’s April 23 earnings call, the chipmaker is poised to secure its first 14A customer. Reuters, citing Elon Musk, reports that Tesla plans to use Intel’s next-generation 14A process for chips in its Terafab AI complex in Austin. While earlier market speculation pointed to pos...

2026-04-23

[News] SK hynix Reports 5x 1Q26 Profit Surge; Operating Margin Hits 72%, Outpacing TSMC and Micron

SK hynix delivered yet another record-setting quarter, as tightening supply sent DRAM and NAND prices sharply higher. The company reported a striking 72% operating margin for 1Q26, according to its press release—outpacing global peers such as Micron (67.6%) and TSMC (58%), as highlighted by ZDNet....

2026-04-23

[News] Yuanjie’s Share Price Surpasses Kweichow Moutai’s, Hinting at a Boom in Optical Chip Demand

On April 17, shares of Yuanjie Semiconductor continued to rally, briefly surpassing CNY 1,410 during intraday trading and overtaking Kweichow Moutai to become the highest-priced stock in China’s A-share market. By midday close, Yuanjie retreated slightly to CNY 1,403.08, still marginally above Mou...

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