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 Semicon firms caution govt against rigid DLI framework

 Union Budget 2026: Top key demands from industry and businesses

 India climbs to 38th rank in global innovation index 2025, shows strong progress: Economic Survey

 Korea bull run tops 5300 as earnings test and sector rotation intensify - CHOSUNBIZ

 AI Demand fuels profit rebound across China’s chip sector

 NXP stock slides into earnings week after 3% drop — what to watch for NXPI next

 Did DSV's New Mesa Semiconductor‑Focused Hub Just Shift DSV's (CPSE:DSV) Investment Narrative?

 South Korea's January Exports Hit Record $65.85 Billion, Semiconductors Surge

 This artificial intelligence (AI) giant is up 72% since the start of 2025, and it looks even more attractive in 2026 (hint: not Nvidia)

 NVIDIA’s ‘Trillion-Dollar’ Dinner With Taiwanese Partners Shows Us Why Jensen Will Always Remain One Step Ahead in the AI Supply Chain

 Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

 I Correctly Called Broadcom's Rise Into the $1 Trillion Club in 2025. Here's What I Predict for 2026.

 TSMC Starts Building Third Arizona Plant As US Tariffs Loom

 NVIDIA’s ‘Trillion-Dollar’ Dinner With Taiwanese Partners Shows Us Why Jensen Will Always Remain One Step Ahead in the AI Supply Chain

 Why Applied Materials (AMAT) stock price slid Friday — and what to watch next week

 Why Taiwan Semiconductor Manufacturing stock could be the best AI value on the market

 Can Generative AI Drive These 3 ETFs to 43% Gains This Year?

 TSMC's record quarterly profit is giving a fresh boost to the whole chip sector

 TSMC Starts Building Third Arizona Plant As US Tariffs Loom

 This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025, and It Looks Even More Attractive in 2026 (Hint: Not Nvidia)

 Manufacturing Stocks To Research - January 31st

 Taiwan Semiconductor's Stock Hits an All-Time High: Is It Too Late to Invest?

 FTEC vs. SOXX: Is Broad Tech Diversification Better Than Targeted Semiconductor Exposure?

 Entegris Earnings Preview: A Crucial Test Amid Sector Shifts

 FTEC vs. SOXX: Is Broad Tech Diversification Better Than Targeted Semiconductor Exposure?

 Is Divergent Sentiment Around Earnings And Cyclicality Altering The Investment Case For NXP (NXPI)?

 1 ASML chart that every chip stock investor needs to see

 Is Intel Stock Going to $0?

 This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025, and It Looks Even More Attractive in 2026 (Hint: Not Nvidia)

 This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025, and It Looks Even More Attractive in 2026 (Hint: Not Nvidia)

 Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

 Ex-Google engineer Ding Linwei convicted of stealing AI secrets for Chinese companies  - Some of the blueprints were meant to give Google an edge over Amazon and Microsoft and to reduce Google’s reliance on Nvidia chips

 2025 Retrospective. Innovation in Verification  - As usual in January we start with a look back at the papers we reviewed last year. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer at Stanford, EE292A) and I continue our series on research ideas. As always, feedback welcome....

 HSC Appoints New Chief Operating Officer  - Hemlock, Mich. – Hemlock Semiconductor (HSC), the nation’s leading producer of hyper-pure polysilicon for the semiconductor and solar industries, today announced Fernando Signorini has joined its executive leadership team as Chief Operating Officer. In this role, Signorini will oversee HSC’s core...

 Benchmark For AI-Aided Chip Design That Evaluates LLMs Across 3 Critical Tasks (UCSD, Columbia)  - Researchers at UCSD and Columbia University published “ChipBench: A Next-Step Benchmark for Evaluating LLM Performance in AI-Aided Chip Design.” Abstract “While Large Language Models (LLMs) show significant potential in hardware engineering, current benchmarks suffer from saturation and limited...

 5N+ awarded $18.1m US grant to boost germanium production capacity  - Facility in St. George, Utah to increase recovery of Ge from industrial residues and mining by-products over next 48 months to 20 metric tons per year

 NRF 2026 Recap: Powering the Store of the Future with MediaTek  - Author: Sameer Sharma, AVP of the IOT BU (Americas & Europe) NRF is the hallmark event for the retail sector, defining the technology and trends driving the industry forward. MediaTek was at the center of it all at this year’s show, where we showcased 35+ demos that highlighted how our IoT...

 Morris Chang resurfaces as Jensen Huang returns to Taipei  - TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in Taipei.

 Laser Light Rewrites Magnetism in Breakthrough Quantum Material  - Scientists have demonstrated that light alone can reversibly control magnetism in a topological material. Researchers at the University of Basel and ETH Zurich have found a way to flip the magnetic polarity of an unusual ferromagnet using a laser beam. If the approach can be refined and scaled, it points...

 Chandra X-Ray Mirror  - A story of the impressive Chandra X-ray Observatory, how the telescope works, and the sad recent news of budget cuts halting research. The post Chandra X-Ray Mirror appeared first on EDN .

 Quantized radio-frequency rectification in a kagome superconductor Josephson diode  - Cryogenic transport measurements of CsV 3 Sb 5 nanobeams show a zero-field Josephson diode effect and radio-frequency rectification with power-dependent quantized voltage output.

 Senate bills remind Trump that Taiwan remains a priority before key Xi meeting in April  - Thursday’s bills send signal to White House that US partnership with Taipei must not be forgotten as Trump threatens Cuba tariffs

 Samtec ships 0.80 mm pitch high-speed edge card sockets from stock  - Samtec’s Generate 0.80 mm pitch edge card sockets are now available for next-day volume delivery. The HSEC8 series targets high-speed,…

 Case study: Developing the Speedport 7 broadband gateway solution  - To meet growing demand for faster, more reliable home connectivity, Deutsche Telekom partnered with MediaTek to develop the Speedport 7, a class-leading broadband gateway designed for nationwide deployment. The device marked Deutsche Telekom’s first Wi-Fi 7 program and required support for fiber,......

 Lightmatter Taiwan Tech Day in 20 Minutes: A Photonic Leap into the Future of AI  - Original Article By SemiVision Research (Lightmatter, TSMC, ASE, GUC, Synopsys, Cadence, Amkor)

 Video Series: SixFive Media Interview  - Recently, Marvell joined SixFive Media to discuss the vision Marvell has for compute and connectivity. Below are some of the key clips from their conversation, uncovering the continued transformation of innovation in enabling AI applications.

 Rugged 3U VPX SBC aims for 100TOPS with Intel Core Ultra 3  - The SBC3518 is a rugged 3U VPX single board computer that sees Abaco Systems building on Intel’s Core Ultra Series 3 processors. It’s designed for demanding commercial, defence and aerospace applications, and supports AI processing at the edge. “As defence systems evolve toward greater autonomy...

 1 AI Stock I'm Buying Before It Goes Parabolic in 2026

 2 Top AI Stocks to Buy in 2026

 Serenity Equity buys hundreds of acres near new TI chip plant

 Why Nvidia Stock Jumped Today

 Samsung Q4 profits triple to record on AI memory chip surge

 United Microelectronics Caps Year with Steady Performance, Eyes Strategic Growth

 Texas Instruments Shares Jump 7% on Strong AI Data Center Demand Outlook

 Dutch seizure leaves Chinese chipmaker owner facing devastating $1.3 billion loss

 The Truth About ASE Technology Holding Co Ltd: Why Chip Investors Can’t Stop Watching This Stock

 Got $5,000? 3 Stocks That Are No-Brainer Buys Now.

 Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Multi‑Period Shareholder Returns

 These overlooked stocks are a backdoor way to play the AI chip boom

 Merck KGaA (XTRA:MRK) Valuation Check As Electronics Leadership Shifts Toward Semiconductors

 This Artificial Intelligence (AI) Stock Is Trading at a Massive Discount Despite Red-Hot Growth

 Got $5,000? 3 Stocks That Are No-Brainer Buys Now.

 Semicon set for growth but without new talents scaling will stall

 Valens Semiconductor to cut workforce by 10% in cost-saving push

 Assessing Lattice Semiconductor (LSCC) Valuation After Recent Share Price Pullback And Ongoing AI Interest

 Is It Time To Reassess NXP Semiconductors (NXPI) After Recent Share Price Moves?

 Is It Too Late To Consider AMD (AMD) After A 104% One Year Surge?

 Trump places a 25% tariff on high-end computing chips, and said more duties may be coming for the semiconductor industry

 This $2 Trillion Opportunity Could Send These Top Stocks Soaring

 Three Top Stock Picks for 2026 Gains

 Why Intel Stock Popped Today

 This Semiconductor Stock Could Be at the Center of the Artificial Intelligence Spending Boom

 Semiconductor Slump And Fed Nominee Roil Wall Street

 SEMI outlines policy priorities to support semiconductor growth

 VanEck Semiconductor ETF Gains Amid Strong AI Momentum

 ON Semiconductor Balances Stable Credit Outlook With US$6b Buyback Plan

 This New Optical Crystal Could Power Next-Generation Quantum and Semiconductor Tools

 Newsletter Update: Semi Doped Podcast, Jan Articles and Feb Plans  - A summary of all published content, in case you missed it.

 How YouTube and Adhesive Tape Are Disrupting Assistive Technology  - The “MacGyver” approach lets disabled users reimagine their tech

 Daimler Truck outlines hydrogen truck pilot production in Germany  - Daimler Truck has confirmed plans to manufacture a limited series of hydrogen fuel cell trucks in Germany, positioning…

 Intel signals return to memory with new DRAM bonding research  - In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to re-enter the DRAM market. Although the report did not explicitly confirm Intel's large-scale comeback in DRAM manufacturing,...

 Podcast EP329: How Marvell is Addressing the Power Problem for Advanced Data Centers with Mark Kuemerle  - Daniel is joined by Mark Kuemerle, Vice President of Technology, Custom Cloud Solutions at Marvell . Mark is responsible for defining leading-edge ASIC offerings and architects system-level solutions. Before joining Marvell, Mark was a Fellow in Integrated Systems Architecture at GLOBALFOUNDRIES and has...

 Stable LDOs use small-output caps  - Based on Rohm’s Nano Cap ultra-stable control technology, the BD9xxN5 series of LDO regulator ICs delivers 500 mA of output current. The post Stable LDOs use small-output caps appeared first on EDN .

 The Masters of Narrative Realignment  - Intel's tragic loss of Paranoia to Corporate Candyfloss

 Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources  - The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors

 Micron launches $24bn advanced wafer fab project in Singapore  - Micron Technology has broken ground on a new advanced wafer fabrication facility in Singapore, expanding its manufacturing…

 \uD83C\uDF6A TWiC: Maia 200, H200 in China, Micron's $24B Fab, Meta is \u2191, MediaTek ASICs ++  - This Week in Chips: Key developments and interesting commentary across the semiconductor universe.

 0.3% growth 2025-30 for broadband access equipment market  - The Broadband Access Equipment market is forecasted to grow at an average annual rate of 0.3% from 2025 to 2030, with total revenue peaking in 2028, driven by ongoing DOCSIS 4.0 and fiber expansion by cable and fiber ISPs, says Dell’Oro . The forecast has decreased from July 2025 due to a slower ramp...

 December 2025 Quarter Activities Update  - Highlights Secured A$1.05 million Year 3 CLAWS Hub contract extension with U.S. Department of War Appointed a refreshed Board to…

 TR 43: TR Live with Jeremie from SemiAnalysis  - TR 43: TR Live with Jeremie from SemiAnalysis Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

 Samsung posts record revenue and profit in Q4 thanks to memory  - Samsung said on Thursday that it has recorded 93.8 trillion won in revenue and 20.1 trillion won in operating profit, an increase of 23.8% and 209%, respectively, from a year ago.Both figures are its highest to date for a quarter. The chip division contributed 16.4 trillion won in operating profit,

 The Effect of Rising Platinum Prices on the PEMFC Market  - There has been a continuous increase in the cost of platinum since 1970. In this article, IDTechEx introduces the role of Pt as a catalyst in PEM fuel cells and outlines several ways in which the industry is striving to reduce its dependence on the ever increasingly expensive precious metal.

 Synopsys and AMD Honored by World Economic Forum for Generative and Agentic AI Vision, Leadership, and Impact  - WHAT’S NEW: Synopsys, in collaboration with AMD, has been selected for the World Economic Forum’s MINDS (Meaningful, Intelligent, Novel, Deployable Solutions) AI program. This recognition...

 VIS licenses TSMC’s 650V and 80V GaN technology  - Vanguard foundry offering dual substrate GaN across high and low voltage

 Intel Q425: Back to Reality  - Continued supply constraints, advanced packaging timing, and why Q1 2026 will be more of the same

 An Interview with AMD CTO Mark Papermaster  - The Future is Faster Than Anyone Expected

 AI Slashes Defect Simulations From Hours to Milliseconds  - Scientists have developed an AI system that can rapidly predict complex defect patterns in liquid crystals, cutting simulation times from hours to milliseconds. The approach could transform how advanced materials are designed and tested. Many complex structures in the physical world take shape when symmetry...

 Inside the \u201CTrillion-Dollar Dinner\u201D: Who Sat at NVIDIA\u2019s Taiwan Power Table?  - Original Article By SemiVision Research (NVIDIA, TSMC, SPIL, MediaTek, SPIL, Foxconn, Wistron, Delta, AVC)

 Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC  - Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements.

 Omron gets to grips with TM S series of high-payload cobots  - Omron is expanding its TM S Series of collaborative robots. There are three new models and an update to the TMflow Software for programming and managing the systems. TM S series The TM30S (pictured, above and right) is a 30kg payload model designed for heavy-duty collaborative tasks, for example, palletising...

 This Month in Review (Jan '26)  - Infra Economics, Post-GPT Architectures, Autonomy & LiDAR, Intel, Semi Doped

 Apple chasing memory supply to meet high customer demand — CEO Tim Cook says shortage will have a greater impact on its Q2 earnings  - Apple's CEO says that it's scrambling for memory as the higher-than-anticipated iPhone sales mean that it has "very lean channel inventory."

 Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits  - Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production ranks among the most technically demanding industrial undertakings globally—far beyond the reach of capital spending...

 Chip Industry Week In Review  - 2nm Indian chips; NAND capacity boost; quantum accelerates; CPO deals; U.S. rare earths deal; new AI chip; earnings bonanza; new test/package plant; free AI training; top memory spot; Stanford's 10 technologies; AI impact on jobs; annual battery report; secure by design series; job cuts and who's hiring....

 Understanding Within-Wafer Variations: A Virtual Fabrication Approach  - Not every chip on a wafer behaves the same; even small variations can impact yield. The Lam Semiverse Solutions team explains how engineers use virtual fabrication to understand why these differences happen and how to fix them.

 Powering Smarter Logistics with the XC Tech T15 and MediaTek MT8768  - As logistics and e-commerce operations increasingly rely on smart Automatic Identification and Data Capture (AIDC) devices to streamline workflows, improve accuracy, and boost productivity, the XC Tech T15 is designed to meet this growing demand. Powered by the MediaTek MT8768 system-on-chip, the...

 Synopsys and AMD Honored for Generative and Agentic AI Vision, Leadership, and Impact  - Synopsys and AMD were recently selected by the World Economic Forum for inclusion in the WEF’s MINDS (Meaningful, Intelligent, Novel, Deployable Solutions) AI program, recognizing their leadership and real-world impact in applying generative and agentic AI to semiconductor design and engineering. This...

 Impact Of The Film Transfer And Grain Size On The Cu-barrier Properties Of 2D WS2 Films (NUS et al.)  - A new technical paper titled “Enhancing Cu-barrier properties of 2D-WS2 barriers: The role of grain size and surface passivation” was published by researchers at National University of Singapore, AIXTRON, IMiF and Applied Materials. Abstract “Two-dimensional (2D) films, such as tungsten disulfide...

Semicon News Aggregator Page: The freshest links are havested from the domains below.

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