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 Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years  - Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence (AI) applications, including AI servers, optical communications, and IC substrates, remains strong. At the same time, order...

 Quantum Teleportation Breakthrough Brings the Quantum Internet Closer  - First successful demonstration of quantum teleportation between two different quantum dots. An international team of researchers that includes scientists from Paderborn University has achieved a major milestone toward building a future quantum internet. For the first time, the polarization state of a...

 From Dorm Room Beginnings to a Pioneer in the AI Chip Revolution: How Etched is Collaborating with Rambus to Achieve Their Vision  - In the fast-paced world of Artificial Intelligence (AI), a groundbreaking startup is making waves with its innovative approach to AI chip design. Etched, founded by Harvard dropouts Gavin Uberti, Chris Zhu, and Robert Wachen in 2022, has set out to …

 Nvidia claims 1 million times better path tracing performance is coming in future gaming GPUs — says current GPUs are already 10,000x faster than Pascal  - At GDC 2026, Nvidia held a presentation somehow aimed at gamers and not data center clients. Still, it was sprinkled with AI pat-on-the-backs, with the company touting that its future gaming GPUs will offer 1,000,000 better path tracing performance. And the current-gen Blackwell family is apparently already...

 \uD83C\uDF6A TWiC: MTIA x4, AVGO 400G, UMC, Nebius, SiPho Readiness++  - This Week in Chips: Key developments across the semiconductor and adjacent universes.

 Sivers Semiconductors: a $130m mcap co-packaged optics, LiDAR and SATCOM play  - With high-quality customer engagements within the CPO, LiDAR and SATCOM markets, Sweden-based Sivers Semiconductors remains overlooked by investors. The company is now approaching an inflection point.

 Quantum handshake: How orbital overlap dictates molecular conductance  - By placing single-atom-thick adlayers of p-block metals on commonly employed gold electrodes (d-block), a research team at National Taiwan University has successfully quantified the "interfacial hopping integral" between ...

 SemiVision Panel - From CoWoS to Optical I/O : Mapping the Future of AI Interconnects  - Original Artcle By SemiVision Research [Reading time: 10mins]

 [News] Hybrid Bonding Leader BESI Reportedly Draws Takeover Interest; Lam, Applied Materials Rumored  - BESI, an industry leader in hybrid bonding technology critical to HBM packaging, is reportedly attracting takeover interest. According to Reuters, sources say BE Semiconductor (BESI) has received takeover approaches as demand for its chip-packaging technology has become increasingly important for se......

 COHERENT ADVANCES SCALE-ACROSS NETWORKS WITH SIGNIFICANT ENHANCEMENTS TO ITS MULTI-RAIL TRANSPORT PLATFORM  - Coherent announced advancements in its scale-across portfolio, including its multi-rail optical transport platform combined with its DCI transceivers.

 Meta's MTIA Roadmap  - Inference-centric design. ROIC is clear. Implications for the industry.

 Allowing atoms to come and go can open the door to better materials modeling  - Most materials, especially metals and ceramics, are crystals. Their atoms are arranged in three-dimensional lattices that repeat the same exact pattern, over and over again. But there's a well-known saying in materials science: ...

 Embedded World 2026: Get the full Electronics Weekly Guide  - A roundup of all the latest electronics news from Embedded World in Nuremberg.

 Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth  - Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server...

 Four Strategic Plays in AI Optical Interconnect Supercycle: From InP Substrates to Optical Switching  - Original Article By SemiVision Research [Reading time: 20 mins]

 How advanced materials analysis supports the aerospace and defen...  - The aerospace and defense industry operates under some of th... by Salomé Larmier / 03.12.2026

 Zerendipity Shows Off Stick-On Vapor Chamber  - Xerendipity has something new at MWC, a stick-on vapor chamber called the Vapor-Pad. Read more ▶ The post Zerendipity Shows Off Stick-On Vapor Chamber appeared first on Semiaccurate .

 Embedded World 2026 Wrap: Key Highlights  - Discover the biggest trends in physical AI and robotics from Embedded World 2026. The post Embedded World 2026 Wrap: Key Highlights appeared first on EE Times .

 The Rise of Co-Packaged Optics in AI Data Centers: Video  - IDTechEx analyst Dr Yu-Han Chang covers the progress and adoption of optical transceivers in high-end data centers.

 Applied Materials Raises Quarterly Cash Dividend by 15 Percent  - SANTA CLARA, Calif., March 13, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 15-percent increase in the quarterly cash dividend, from $0.46 to $0.53 per share, payable on June 11, 2026 to shareholders of record as of May 21, 2026.

 Balun transformers: Linking balanced to unbalanced  - Baluns enable impedance matching, minimize signal distortion, and suppress common-mode noise in RF and high-frequency designs. The post Balun transformers: Linking balanced to unbalanced appeared first on EDN .

 UMC and Hyperlight hook up on TFLN  - UMC has formed a partnership with HyperLight, a spin out from Harvard University’s Laboratory for Nanoscale Optics, to mass produce thin-film lithium niobate (TFLN) chiplets before the end of this year. TFLN is an optical interconnect material which enables faster data transmission and better power...

 Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth, Says TrendForce  - The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to TrendForce’s latest findings on the enterprise SSD market. Meanwhile, enterprises accelerated upgrades to their general-purpose servers, while shortages in HDD supply pushed...

 Press Release  - Duiven, the Netherlands, March 13, 2026 - BE Semiconductor Industries N.V. (the “Company" or "Besi") (Euronext Amsterdam: BESI; OTC markets: BESIY), a…

 The Silicon Hegemon  - Taiwan remains the semiconductor industry's stronghold in 2026, with a tech roadmap aimed at next-generation AI systems. The post The Silicon Hegemon appeared first on EE Times .

 The AI Interconnect War: Copper Fights Back Against Optics  - Original Article By SemiVision Research [Reading time: 25 mins]

 Edge AI SoC integrates tri-radio  - The i.MX 93W applications processor from NXP combines a dedicated AI NPU with secure tri-radio wireless connectivity in a single package. The post Edge AI SoC integrates tri-radio appeared first on EDN .

 IBM, Lam Research Focus High-NA EUV on Sub-1-nm Nodes  - IBM and Lam Research have a five-year agreement focused on developing new materials and fabrication processes. The post IBM, Lam Research Focus High-NA EUV on Sub-1-nm Nodes appeared first on EE Times .

 Ultrasound-based approach to delivering potent drugs into cancer cells shows promise in benchtop experiments  - Engineers at Duke University have demonstrated a technique that uses microbubbles and ultrasound to help relatively large cancer drugs enter tumor cells and cause them to self-destruct. Dubbed "Sonoporation-assisted Precise ...

 Chip Industry Week In Review  - Preparing for sub-1nm; Iran war fallout on chips; Embedded World announcements; ramping Japan; top 10 foundries; MIPI PHY IP; clocking tech; cybersecurity policy; imec's new consortium; neuromorphic computing. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .

 Marvell and Mojo Vision to co-develop high-density micro-LED connectivity solutions  - Electrical circuitry, micro-LED emitter array, photodetectors, custom multi-core fiber bundles and software-defined alignment to be integrated into single architecture

 University of Sheffield to lead £12.5m UK Centre for Heterogeneous Integrated MicroElectronic and Semiconductor Systems  - National ‘Design Commons’ shared bank of semiconductor design resources to support industry collaboration and skills development

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