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4¾d SK Hynix

5¾d Samsung Electro…

5¾d United Microele…

6¾d ASE Industrial

 Semi. Fabs and Clean Rooms
4¾h ago: Semiconductor fab construction, cleanroom expansions, capacity updates, and yield improvements are driving massive industry growth, particularly in the US with Arizona as a standout hub. Over 70 expansions since 2020 totaling $319B. TSMC committed $265B for 10 fabs in Phoenix. Global 300mm fab equipment spending projected at $149B in 2026 rising to $227B in 2029. Samsung and SK Hynix upgrading China plants.

 Hydrogen truck for Dakar Rally  - Toyota is to enter a hydrogen-powered truck (pictured with driver Dania Akeel) in the January 2027 Dakar Rally. The truck is a hydrogen fuel cell version of the ICE Hilux […] The post Hydrogen truck for Dakar Rally appeared first on Electronics Weekly .

 Meta says compute, not demand, now limits Muse; pushes shared standard for AI shopping agents  - Meta Platforms is limiting the Muse personal AI agent to the US and Canada for now, saying that compute costs are the main reason it hasn't gone global.

 Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges

 Apple, Google push PCB supply chain toward net zero amid challenges

 Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready

 Amazon to invest over EUR160B in Germany for AI, cloud and logistics

 Amazon spends US$220B on AI as power delays squeeze cash flow

 BOS, LG, and HANA Micron team up on Korean automotive chiplets

 Unitree showcases H2-X as China's humanoid robot output tops 100,000

 Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days

 Japan sets execution plan for 17 growth strategies

 Why Terafab approached South Korean suppliers first

 OpenAI acquires Orchestra Bio to advance AI drug development

 Samsung DX division postpones meeting amid bonus tensions

 Holy Stone targets 50% South Korea revenue growth by 2027

 High-end ASIC demand drives TGV adoption as TPK weighs further Taiwan expansion

 3M calls Largan partnership key step for US$2 billion EBO market

 2nm and CoWoS expansion lifts Chi Yi Hsin Technology backlog to NT$4.5B

 Syscom, Japan's CIJ sign AI partnership for overseas expansion

 Khgears targets humanoid robot joints, eyes 2027 mass production

 Russia considers reinstating parallel imports of Samsung, SK Hynix products amid memory shortages

 Samsung's Nvidia HBM bid raises four strategic concerns

 ESMT sees memory price momentum extending through 4Q26, 2027

 Unimicron, STATS ChipPAC, Wistron address advanced packaging bottlenecks in AI system integration

 Taiwan tech supply chain eyes Texas for first US industrial cluster

 Chief Telecom's CTSP AI data center bookings exceed 50%

 Taiwan's FTC blocks Grab's Foodpanda acquisition over competition concerns

 GoldKey Technology posts record 3Q26 profit as industrial share rises

 Nvidia pitches factory-built AI data centers and hardware-enforced agent controls at GTC Berlin

 美光與桃園工會協商未果 盼持續對話達成協議  - 美光公司與桃園工會21 下午協商未能達成共識。美光表示,仍期待與工會持續溝通對話,將秉持最大誠意及誠信對等原則進行協商,盼後續達成協議。 美光指出,此次協商由桃園工會副理事長偕相關理事出席,公司則由台灣美光董事長及美光執行長幕僚長等代表參與。桃園市長張善政到場關心,桃園市政府勞動局長亦親自協調。...

 The Huawei-DeepSeek Symbiosis  - Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend

 Optics Primer, Part 4: Coherent Optics  - How amplitude, phase and polarization carry data hundreds of kilometers, why that costs more than the optics inside a data center, and where…

 Intel Provides Fab Updates For Arizona, Ohio  - Will the company ever build its much-delayed fabs in Ohio?

 Navitas Unveils Next-Generation Ultra-High-Voltage SiC Power Module  - Navitas Semiconductor today announced an ultra-high-voltage (UHV) SiC power module family for advanced energy and grid infrastructure. The post Navitas Unveils Next-Generation Ultra-High-Voltage SiC Power Module appeared first on Semiconductor Digest .

 Arteris FlexGen Opens Up Multi-Die Traffic Management for Non-Coherent Networks  - Last year I wrote about Arteris’ introduction of multi-die support for coherent NoCs . This is a very big deal because hyperscalers and OEMs are now building large systems that depend on multi-chiplet architectures and require efficient traffic management between chiplets, in one case as many as 12...

 India’s OSAT Buildout Puts Semiconductor Testing in Focus  - NI said Kaynes Semicon has selected its semiconductor test systems, while other Indian OSATs continue to evaluate equipment as manufacturers prepare for production. The post India’s OSAT Buildout Puts Semiconductor Testing in Focus appeared first on EE Times .

 Accelerating Manufacturing-Aware Simulations For Photonic Integrated Circuits With FTCO And Digital Twins  - Fab workflow connects GDS layout import, 3D process simulation, GPU-accelerated FDTD, design of experiments, with AI-based surrogate modeling. The post Accelerating Manufacturing-Aware Simulations For Photonic Integrated Circuits With FTCO And Digital Twins appeared first on Semiconductor Engineering...

 Micron union in Taiwan to launch one-day strike as bonus dispute escalates  - Oct. 22 stoppage framed as a warning rather than a break in talks

 HARTING joins NVIDIA MGX ecosystem for 800 VDC AI infrastructure  - HARTING has joined the NVIDIA MGX ecosystem as a power connectivity supplier for the NVIDIA Vera Rubin NVL72 platform. The German connector manufacturer is providing high-current power…

 Exports double in 1st 20 days of October on robust chip shipments  - Exports double in 1st 20 days of October on robust chip shipments Korea’s exports more than doubled in the first 20 days of October, driven by a record surge in semiconductor shipments. 10/20/2026 - 09:42 PM

 SpaceXSI might reverse the negative sentiment on AI infrastructure investment  - SpaceXSI 三大業務超預期,全線業務扭虧轉盈,有機會帶動之前弱勢的AI族群短期復甦

 Charge-conserving creation and annihilation of topological phase singularities in atomically thin semiconductors  - Atomically thin transition metal dichalcogenides provide a promising material platform for optical phase manipulation, as rapid variations in their dielectric functions can give rise to topological phase singularities (PSs). However, PS evolution while preserving topological charge conservation has not...

 Ascent partners with Darley to expand thin-film solar product access across defense and government markets  - CIGS solar products to combine with established procurement channels

 Tens of thousands of Nvidia GPUs sit idle in Meta's Prometheus supercluster, just waiting for a failure  - And other fun facts about how Zuckercorp aims to keep a million GPUs running long enough to train a model

 Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab  - There’s a question I’ve started asking at every agentic AI demo I sit through, and it has a clean answer in every fab on earth: who is allowed to change the recipe? In a semiconductor factory, that was settled decades ago. A person doesn’t touch a production recipe because they feel confident.…...

 Community Colleges Put New Workers Into Semiconductor Jobs Fast  - TSMC, Intel, and others need the colleges to train technicians

 Automotive sensor power supply without a switching pre-regulator  - An automotive sensor power supply appears deceptively simple to design but in fact poses many formidable challenges. The post Automotive sensor power supply without a switching pre-regulator appeared first on EDN .

 Bloomberg Daybreak Asia: Asia Bucks US Chip Rally  - Business and finance news from the Asia-Pacific.Asian stocks dropped, diverging from a chip-led rally on Wall Street, as sentiment toward the artificial intelligence trade remained jittery ahead of key earnings this week that will test the strength of gains in the technology sector. The MSCI Asia Pacific...

 Korea’s $1 Trillion Chip Bet to Revive Left-Behind Region Risks Trump’s Ire  - A new semiconductor hub may help spread AI wealth to the country’s southwest, but could also become another point of friction in Seoul’s relationship with Washington.

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑 −

5½d NXP Semiconduct…

 Online Open-World Wafer Defect Discovery using Hyperdimensional Computing  - Conventional wafer defect analysis relies on offline, closed-world classifiers that fail to detect novel, unseen defect signatures emerging during continuous semiconductor manufacturing. To address this, we propose WaferHDC, an online open-world wafer defect discovery framework based on hyperdimensional...

 [Breaking] Google Reportedly Sticks With Intel EMIB-T Despite 35% Substrate Yields as HumuFish Schedule Tightens  - Uncertainty is growing over potential delays to Google’s TPU v9. Industry sources point to the HumuFish variation as a key area of concern: reported yield problems with Intel’s EMIB-T substrates have raised the possibility of a switch to TSMC’s CoWoS-L. Supply chain checks, however, indicate t......

 Forgotten Material From the 1960s Is Hiding Something Unexpected  - A long-overlooked material has revealed a hidden atomic pattern that challenges conventional expectations about magnetism. A uranium compound that has received little scientific attention for decades has been found to contain a previously unknown atomic structure with unusual magnetic properties. The...

 AI Infrastructure for 2027: The Data and Orchestration Layers Agentic AI Needs  - Futurum Research finds enterprise agentic AI adoption leveling off at 47%, and nearly half of enterprises running AI spend over budget. Drawing on a year of Six Five conversations, Futurum, and Moor Insights & Strategy research, here is the agentic AI data stack, MCP/A2A orchestration, and governance...

 TI reports third quarter 2026 financial results and shareholder returns  - Conference call at 3:30 p.m. Central time today on ti.com/ir

 E Ink and FUJIFILM Imaging Systems Partner to Expand Large-Format Color ePaper Signage  - E Ink announced a partnership with FUJIFILM Imaging Systems Co., Ltd. to establish a large-format color ePaper signage business, initially targeting the railway sector. Upon successful completion of prototype assessments, the companies will begin introducing select sizes in 2027.

 World Photonics Day  - Innovation World Photonics Day How Seagate uses photonics and HAMR technology to advance mass-capacity data storage.

 2027 Outlook Webinar Series: AI, Packaging, Manufacturing & Sustainability  - Register for three 2027 outlook webinars. Get the free Five Trends report now, plus every 2027 Outlook report as it publishes in the TechInsights Platform.

 Japan's September exports rise 16.7%, helped by chip demand  - Imports slowed by lower crude oil arrivals help narrow trade deficit to $3.39bn

 Why France is burning  - Why France is burning France’s current unrest exposes how decades of deficit spending can leave future generations carrying an unbearable fiscal burden. 10/21/2026 - 11:01 AM Opinion Desk

 $13.5bn Halloween spend in US  - Americans will spend $13.5 billion on Halloween this year, according to the US National Retail Federation. It will go on nightmarish costumes, spooky decorations for the house and candy for […] The post $13.5bn Halloween spend in US appeared first on Electronics Weekly .

 Asia’s Chip Exports Soar as AI Bubble Debate Rages  - As financial markets ask if the boom is healthy, Asia’s shipments are surging.

 Self-Blinking Dye Simplifies Superresolution Microscopy Experiments  - Very small antibody fragments, known as nanobodies, can be used as probes to enhance superresolution microscopy. For this purpose, the nanobodies bind to specific molecules with blinking, fluorescent dye. Self-blinking dye switches spontaneously...

 Indian chemical firms turn to foreign partners to crack chip supply chains  - With need to prove quality, lack of domestic customers pushes firms to seek tie-ups abroad

 BizLink expands 800 VDC power and 1.6T connectivity for AI data centers  - BizLink is expanding its AI data centre interconnect portfolio with 800 VDC power distribution, high-speed copper and optical connectivity, and liquid-cooling solutions. The company presented the technologies…

 Corporate profits and debts improve in 2025: BOK  - Corporate profits and debts improve in 2025: BOK The ratio of local firms' combined operating profits to sales stood at 5.2 percent last year, the highest figure since 2021, while the firms' average debt-to-equity ratio stood at 116.2 percent last year, the lowest since 2019. 10/21/2026 - 01:19 AM 박상수...

 騏億鑫11 中旬掛牌上櫃 挑戰明 營收成長逾25%  - 半導體廠務工程整合服務商騏億鑫(7848)預計11 中旬掛牌上櫃,並將於22 舉辦上櫃前業績發表會。受惠半導體大廠持續擴產,加上海外半導體建廠需求強勁,公司在手訂單持續攀升,截至9 底已達44.76億元,創歷史新高,工程能見度提升,明...

 2026 IMPACT | Kinsus Technology: The AI Chip Substrate Revolution — From Advanced Packaging Scaling and ABF Material Innovation to…  - AI Chip Substrates Are Evolving from Passive Carriers into Critical Enablers of System Performance

 Top Ten Chinese Semiconductor Companies  - 1. SMIC (Semiconductor Manufacturing International Corporation) – China’s largest foundry, ~$9.3 billion revenue in 2025. 2. CXMT (ChangXin Memory Technologies) – Leading domestic DRAM maker, revenue surged past $8 billion. […] The post Top Ten Chinese Semiconductor Companies appeared first on...

 Nanophotonic Extreme Ultraviolet Polarimeter  - …how we manipulate the polarization of visible light. Here, we extend such control to extreme ultraviolet radiation, the spectral region of attosecond science and semiconductor lithography, where transmissive optical elements are lacking. We implement channel waveguides that restrict incident 41-nm-wavelength...

 Japan’s Export Growth Stays Solid, Supported by Chips, Cars  - Japan’s export growth remained solid in September, with shipments of chips and cars rising.

 Micron Invests in New York Critical Minerals Processing With Indium Corporation  - Latest investment under Micron's up to $3 billion U.S. supply-chain plan strengthens the domestic semiconductor ecosystem and expands access to critical materials for advanced memory manufacturing. The post Micron Invests in New York Critical Minerals Processing With Indium Corporation appeared first...

 How Singapore Connects Chip Research, Startups, and Manufacturing  - From SiC power devices to silicon photonics, Singapore is building the infrastructure and industrial partnerships needed to bring deep-tech research to market. The post How Singapore Connects Chip Research, Startups, and Manufacturing appeared first on EE Times .

 Navy plans drone carrier, nuclear submarines to counter North Korean threats  - Navy plans drone carrier, nuclear submarines to counter North Korean threats South Korea’s Navy aims to deploy a manned-unmanned carrier in the early 2040s and nuclear attack submarines by the late 2030s. 10/20/2026 - 06:51 AM

 Googlebook 捨平價策略、挑戰 999 美元高階市場,外媒憂淪下個 Steam Machine  - 科技媒體《Tom’s Hardware》近期刊出評論指出,Google 試圖將 Chromebook 平台推向高階並打造全新的 Googlebook,卻剛好遇上記憶體價格飆漲與 PC 出貨量下滑的雙重打擊。其面臨的處境,與先前因記憶體成本大增而延後上市並漲價的 Valve...

 SAFE4SOC  - Securing the digital frontier

 Privacy-Preserving Robust Monitoring of Dense-Time Temporal Logic  - …monitoring. In a number of system testing scenarios, the designer and the tester are separate parties. This testing-as-a-service model is common in software, avionics, and semiconductors , and is growing in importance in the red-teaming of machine learning models. In such a model, the designer seeks...

 🌑 🇨🇦 Americas 
🇺🇸  ---  🌔 +

13h Western Digital

6½d Everspin Techno…

↺11h Texas Instrumen…9.2% beat 🟢

4½d Amkor Technolog…

13h Enablence Techn…

 China’s Chip Catch-Up May Take Five Years: Miller  - “Chip War” author Chris Miller says China may need five years or longer to catch up in advanced chips. Speaking on the sidelines of the Barclays Asia Forum in Singapore, he said restrictions on access to cutting-edge chipmaking equipment constrain the country’s capabilities. He appeared on Bloomberg’s...

 Large anisotropic magnetoresistance in paramagnetic Fe-doped Ta4SiTe4  - …arise from the anisotropic magnetic-field-induced polarization of dilute local moments in paramagnetic Fe-doped Ta4SiTe4, a quasi-one-dimensional van der Waals narrow-gap semiconductor . Magnetization measurements reveal Curie-like paramagnetism down to 2 K, with the c axis as the magnetic easy axis....

 Micron Develops Vertical HBM Stacked on GPU for AI Semiconductors  - U.S. memory semiconductor company Micron has unveiled plans to develop a next-generation semiconductor structure that vertically stacks high-bandwidth memory (HBM) on top of a graphics processing unit

 Mitsubishi Electric Develops New OT Security Solution for Industrial Equipment  - Strengthens product security and enables site-wide visibility for safer and more secure OT environments

 Old LCD plants are back in business — this time for AI  - Old LCD plants are back in business — this time for AI Once-idle display factories are being converted into semiconductor packaging lines and AI data centers as companies seek to expand operations quickly. 10/21/2026 - 06:00 PM News Team

 Top Democrat says chip restrictions are ‘key lever’ for US AI edge over China  - Jim Himes claims ‘slowing dispersion of advanced chips into China’ essential for Washington in global tech race as US midterm elections near

 Panasonic Industry expands EVP Series with new EVP-BX quiet-type tactile switches  - Line extension adds a silent switch option to the 6.0mm x 6.0mm SMD tactile switch family, targeting automotive, audio, and industrial applications

 Intel installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab  - Intel makes progress on its manufacturing expansion in Arizona and Ohio as it continues to expand advanced semiconductor manufacturing capacity in the U.S.

 Rad-tolerant GaN converter powers space electronics  - Microchip’s POL-05-20S-T GaN converter delivers up to 20 A to power FPGAs, MCUs, and other processing-intensive digital loads in space. The post Rad-tolerant GaN converter powers space electronics appeared first on EDN .

 Schneider, HPE and Nvidia to boost process industries with AI Agents at the Edge  - With several recent announcements, Physical AI moves to the factory floor beyond humanoids and robotaxis

 Amsterdam quantum venture wins Photondelta contest with chip-based atomic clock  - EpoQ, a quantum technology venture led by researchers based at the University of Amsterdam, has won Photondelta’s 2026 Global Photonics Engineering Contest.

 Skyworks Sets Date for Fourth Quarter Fiscal 2026 Earnings Release and Conference Call  - Skyworks Solutions, Inc. will host a conference call with analysts to discuss its fourth quarter fiscal 2026 results and business outlook on Nov. 3, 2026, at 4:30 p.m. EST.

 Did You Miss a SEMICON West Show Daily?  - Three days, one industry, and a lot happening on the show floor. If you couldn’t keep up with everything at SEMICON West’s San Francisco return, our Show Daily editions have the news, insights, and announcements you need. The post Did You Miss a SEMICON West Show Daily? appeared first on Semiconductor...

 TIAMA Appoints Managing Director: People in the News: 10/21/26  - Laser Photonics Corporation appointed Dmitri Nikitin, the company's founder, as executive chairman and principal executive officer, and named Tim Peterman CFO. Nikitin has more than 35 years of experience in laser technology innovation, including at...

 看好先進封裝與測試業務加速成長,廣發證券給 光投控 843 元目標價  - 外資廣發證券發布最新研究報告,維持封裝測試龍頭 光 投控「買進」投資評等,並將目標價由每股 754 元大幅調升至 843 元。報告指出,雖然整體大盤近期走勢平緩,但半導體封裝已成為 AI 與非 AI 應用的關鍵供應瓶頸。在封測價格調漲以及先進封裝與測試業務(LEAP)加速成長的雙重利多帶動下,...

 NVIDIA and Cisco unveil USFP optics for AI factories  - NVIDIA and Cisco have teamed up to develop Ultra-Dense Small Form Factor Pluggable (USFP), a new optical transceiver…

 Edge AI MCU Features Multimodal Compute, Tiered Memory  - A new MCU combines AI-native acceleration with integrated high-bandwidth DRAM scalable to hundreds of megabytes. The post Edge AI MCU Features Multimodal Compute, Tiered Memory appeared first on EE Times .

 Nvidia CEO to deliver keynote speech in Berlin as his firm faces investor scrutiny over AI  - The conference, focusing on sovereign AI, automation and infrastructure, comes days after Jensen Huang’s meeting with German Chancellor

 This week’s outside five sigma (#121)  - Solid-State Thorium-229 Nuclear Clock

 Mitsubishi Electric Develops Industry’s First Machining System in Which Humanoid Robots Collaborate with CNC Machine Tools  - Through collaboration enabled by physical AI, humanoid robots replace manual work, contributing to a reduced need for human labor at machining sites

 Innovasea Packs Long-Life Electronics into Fish Tags  - A company on Canada’s east coast is pushing acoustic telemetry toward lighter payloads and decade-scale deployments by treating energy, sensing, and animal welfare as a single systems problem. The post Innovasea Packs Long-Life Electronics into Fish Tags appeared first on EE Times .

 Omron buys Interlogic for $675M soon after spinout of Aratas for components  - OnLogic’s industrial PCs will be combined with Omron’s sensing and robotics gear for bigger physical AI play.

 Single transistor design combines memory and signal processing for brain-inspired computing  - As artificial intelligence moves increasingly toward edge devices, researchers are exploring electronic components that can combine memory and information processing. Memristive and synaptic devices are of particular interest ...

 Innodisk’s DDR5 8000 RDIMM addresses edge AI  - Innodisk is expanding its DDR5 portfolio with 8000 RDIMM for compute-intensive applications, such as edge AI and enterprise servers. As the name indicates, the modules deliver data transfer speeds of […] The post Innodisk’s DDR5 8000 RDIMM addresses edge AI appeared first on Electronics Weekly .

 Korea cannot dismiss the despair of French youth (KOR)  - Korea cannot dismiss the despair of French youth (KOR) France’s economic strain and anger among the youth at its entrenched system should serve as a clear warning for Korea to diversify growth, create jobs and make housing more affordable. 10/19/2026 - 08:26 PM Opinion Desk

 Perché proprio il carburo di silicio (SiC)?  - La specifica di Google, Microsoft e NVIDIA non impone nessuna tecnologia. Ma tre formule spiegano perché, oggi, i suoi numeri portano al SiC.

 Everspin Technologies to Chair New JEDEC® Task Group Exploring LPDDR Persistent Memory Standard  - New effort brings together industry stakeholders to address controller support and interoperability for persistent memory within LPDDR architectures CHANDLER, Ariz.--(BUSINESS WIRE)--Oct…

 Chip Industry Technical Paper Roundup: Oct. 20  - HBM power consumption; GAAFET leakage pathways; agentic AI for heterogeneous system design; nanoelectromechanical gain-cell eDRAM; AI-accelerated 3D-IC thermal modeling; agentic AI for RTL verification and debugging; thermal side-channel attacks in autonomous vehicles. The post Chip Industry Technical...

 Building Physical AI Systems That Can Work in the Real World  - Build scalable physical AI by balancing compute, power, safety, and cost—see why system architecture outperforms raw model size. The post Building Physical AI Systems That Can Work in the Real World appeared first on EE Times .

 Polar Semiconductor Featured on 60 Minutes in Report on Global Helium Shortage  - Polar Semiconductor was recently featured on 60 Minutes as part of a report examining the global helium shortage and why this limited resource matters to industries far beyond its most familiar uses. The 60 Minutes…

 Good Golly It’s MOLY  - 65 years ago this ad for TI diodes packaged using its Molybdenum Glass hermetic seal technique appeared in Electronics Weekly’s edition of May 3 1961: The post Good Golly It’s MOLY appeared first on Electronics Weekly .


Smile, Gurney. -Duke Leto Atredies