KLA · Companies · The Inference

Chips

Germany hands Vishay a $241 million check for its power-chip fab, four days before its margin test

Schleswig-Holstein's €215 million grant covers about a fifth of a €1 billion 300mm power-MOSFET fab at Itzehoe, four days before Vishay must show 24% gross margin. Shareholders already funded the first instalment with an $830 million share sale.

October 31, 2026 · 3 min read

Chips

Lam Research said parts capped its guidance; Ichor's November 2 report tests the squeeze

Lam Research just posted a record quarter and still warned that parts shortages capped its December guidance. On November 2 Ichor reports, and its valves and cables are the narrowest point of that same squeeze.

October 25, 2026 · 2 min read

Policy & Labor

Seoul calls Solidigm's up to $150 billion Nasdaq IPO a rule violation; SK hynix's US fabs need two approvals

South Korea's regulators say the Nasdaq listing meant to finance SK hynix's promised American fabs could break dual-listing rules, days after Reuters tied the same fabs to a China equipment license Washington has not renewed. The expansion premium inside SK hynix's New York-listed shares rests on two approvals neither government has granted.

October 19, 2026 · 3 min read

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Also mentioned in

Germany hands Vishay a $241 million check for its power-chip fab, four days before its margin test

Lam Research said parts capped its guidance; Ichor's November 2 report tests the squeeze

Seoul calls Solidigm's up to $150 billion Nasdaq IPO a rule violation; SK hynix's US fabs need two approvals