Semiconductor
Breaking News - Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
Company launches employee matching and community seed funding, reinforcing Micron’s broader U.S. investment and workforce development strategy
Teach-in Series 7 - OEM/Brands
Where chips become products — and the demand that pulls the whole chain
Teach-in Series 6 - OSAT & Advanced Packaging
Assembly, test, and the packaging revolution reshaping the back end Executive summary OSAT — outsourced semiconductor assembly and test — firms take finished wafers and turn them into packaged, tested chips. Historically the lowest-margin link in the chain, the back end has been transformed by advanced packaging: chiplets, 2.5D/3D
Teach-in Series 5 - Foundries
The contract chip manufacturers — and TSMC’s extraordinary dominance
Teach-in Series 4 - Fabless & System Companies
The chip designers — and the system makers now designing their own silicon.
Teach-in Series 3 - IDM
Companies that design and manufacture their own chips — memory, analog, power, and Intel.
Teach-in Series 2 - EDA & IP
The design-enabler layer of the chip economy — the software and reusable IP that make every chip possible. A companion to the Equipment & Materials primer.
Teach-in Series 1 - Semiconductor Equipment & Materials
The capital-equipment and materials layer that enables all semiconductor manufacturing — its structure, economics, leaders, and strategic risks.
Silicon Bakery - SK Hynix Nasdaq IPO: Gunning for Micron or Recoiling From the Korea Discount?
SK Hynix, one of the leading manufacturers of DRAM and NAND, will list American Depositary Receipts on Nasda. Here's our thoughts:
Breaking News - Samsung and SK Hynix plan massive sites as part of South Korean national project
Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 trillion won.
Silicon Bakery - Apple Raises Price While Micron Calls out Apple for Memory Shortage
Apple is raising prices of multiple key products as a pass-through of skyrocketed memorgy costs; While Microns seems to hold a different view. Apple vs Micron - Who Do You Believe Stands for the Truth? AppleResult28.57%MicronResult71.43%56 PollsEndedTBD Apple raises prices of MacBooks, iPads as memory costs
Market Rumor - Apple seeks to buy memory chips from blacklisted Chinese company
iPhone maker wants Trump administration to sign off on purchases to ease pressure from rising semiconductor prices.
