GoKawiil
Tech News
SK Hynix said its subsidiary Solidigm will pause its review of pre-IPO and IPO options, citing recent capital market conditions and share price trends. The chipmaker's shares initially fell 3% before paring losses to trade 0.3% lower on the news. SK Hynix said it will keep exploring other ways to fund Solidigm's planned U.S. semiconductor fabrication plant.
TSMC has reportedly begun asking its equipment suppliers whether they can build factory automation machinery using motors that avoid rare-earth materials, according to a Reuters report citing people familiar with the matter. The move targets electric motors in TSMC's fabrication plants that typically rely on permanent magnets made from elements like neodymium, dysprosium and terbium.
IEEE Life Fellow Manfred "Fred" J. Schindler has won election as 2027 IEEE president-elect, securing 16,421 votes against Senior Member David Alan Koehler's 13,874. He will assume the presidency on 1 January 2028, pending the IEEE Board's acceptance of the Teller's Committee report in November.
Samsung is building out its Pyeongtaek semiconductor campus, including a fourth fabrication plant, employing large construction crews under strict safety protocols. The company projects memory chip demand will keep rising through 2028, and workers like safety officer Choi Hye-rin describe steady, well-paid work at the site.
Futures point to a higher open for tech stocks, led by the Nasdaq, following a week in which AI-related shares tumbled and the index fell 4.5%. Yorkville Ives partner Dan Ives called the drawdown a 'golden buying opportunity,' while BTIG urged clients to use any semiconductor rebound to cut exposure. CoreWeave and Nebius, both down sharply last week, were also set to open higher Monday.
Fab24hr is a free 3D browser game, developed in Taiwan and available in Chinese, English and Japanese, that puts players in the role of a semiconductor fab worker. It offers a 12-chapter story mode tracing a hearing-aid chip from R&D to end user with three possible endings, and a 'day in the fab' mode where players choose a role, such as process engineer, and handle equipment failures and production emergencies.
ASML reported third-quarter 2026 revenue of $13.06 billion, up 55% year-over-year, with a record gross margin of 57.5% and operating income of $5.79 billion. The company sold 121 lithography systems in the quarter, with EUV and DUV tools split roughly evenly in revenue, and said it now expects customer demand to exceed its production capacity in 2027 and 2028.
TSMC reported third-quarter net income of NT$763.1 billion, a 68.7% year-on-year jump, with revenue of NT$1.49 trillion, both beating analyst estimates. The company's operating margin hit 58.7%, above its own guidance, and it forecast fourth-quarter revenue of $52.3-54.3 billion, up 58% year-on-year at the midpoint.
ASML said some customers are expressing interest in placing orders for its lithography machines as far out as 2029 and 2030, citing rising short- and medium-term demand forecasts tied to AI investment. The company also reported third-quarter profit that exceeded analyst expectations.
Nature has issued an Author Correction to a previously published paper describing wafer-scale epitaxial growth of high-mobility p-type boron carbon nitride. The notice provided no substantive details on the content of the correction beyond acknowledging it was necessary.
Jim Cramer told CNBC viewers not to abandon semiconductor stocks despite a six-session, 7.2% drop in the VanEck Semiconductor ETF, arguing chip names are now trading as a bloc rather than on individual fundamentals. He cited Micron's 26 long-term customer agreements covering about 35% of revenue through 2030 as evidence of durable demand, and pointed to Intel and AMD as CPU suppliers benefiting from broader device demand.
IEEE Educational Activities, backed by the IEEE Computer Society, has released a new training program called AI Processor Architecture, Design Principles, and Performance. The five-course curriculum covers core chip design fundamentals, advanced architectures, neural processing units, emerging trends, and deployment across edge, cloud, quantum and IoT systems.