The pure-play foundry sector grew 30% YoY in Q1 2026, primarily driven by surging AI GPU and ASIC orders, including for advanced packaging.

Aug 27, 2026

Qualcomm’s HBC is the most architecturally interesting response to the memory wall, and the reasoning looks incredibly sound. Qualcomm’s HBC places a compute die beneath a 3D-stacked LPDDR array on a plain organic substrate, challenging the HBM-plus-interposer approach head-on.

Aug 21, 2026