Semi. Fabs and Clean Rooms 53m ago: Ongoing global semiconductor buildouts with TSMC Kumamoto fab shifting to 3nm (first in Japan, 6k wpm capacity, 2028 production, >$23B capex), US megaprojects like TSMC Phoenix and Micron NY progressing slowly (8-year timelines), Applied Materials $5B cleanroom expansion in Sunnyvale for yield/process dev, global capacity shares (Taiwan/China 21% each), ASML throughput improvements, and long lead times constraining new supply.
SK 海力士明確否認拿條件換美國允許中國大連廠設備輸入 - 韓國記憶體大廠 SK 海力士（SK hynix）發表官方聲明，強烈否認有關其以在美國興建晶圓廠為條件、要求美方放寬中國大連廠設備出口限制的報導。SK 海力士澄清，公司並未尋求擴充中國大連廠的產能，目前在該廠安裝設備皆是在與美國政府密切溝通並獲得授權下進行。...
ASML Is Building a Hybrid Bonding Tool! - ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and its own roadmap all…
What caught your eye? Arm vs Qualcomm, AI boom, ADR mission - The latest installment of the Arm vs Qualcomm case, the weirdness of the current semiconductor market, and an active debris removal mission to launch from Scotland mission... The post What caught your eye? Arm vs Qualcomm, AI boom, ADR mission appeared first on Electronics Weekly .
TSMC’s 3nm Kumamoto plan wins Japan’s approval, qualifying for up to $4.1 billion in aid - Japan's Ministry of Economy, Trade and Industry (METI) on Oct. 16 approved a revised plan from Taiwan Semiconductor Manufacturing Co. (TSMC) to build 3-nanometer logic chips at its second fab in Kumamoto Prefecture, on the southern island of Kyushu. 3nm is one of the most advanced chip processes in commercial...
Strategic Cost and Price Model - The Strategic Cost and Price Model is the world’s most detailed cost and price model of 300mm wafer fabs. The model provides a database of Fabs for targeted companies, a technology roadmap for DRAM, Logic, and NAND into the 2030s with process flows, cost and price estimates, and equipment and materials...
Longest Chip Selloff Since 2006 Mints Short Sellers $32 Billion - A historic rout in semiconductor stocks has delivered a windfall for short sellers who were brave enough to bet against what had been one of the highest flying corners of the US equity market for much of the last year.
U.S. Army Research Office Grants the University of Central Florida $19.2M: Week in Brief: 10/16/26 - GlobalFoundries (GF) has been selected to operate two semiconductor fabrication facilities at its Malta, N.Y., site under a U.S. Japan initiative providing up to $21 billion in funding. The first fab, expected to begin construction in 2026 and come online in 2029, will add approximately 900,000 300 mm...
Taiwan’s AI Ambitions Run into Talent Gap - AMD’s David Wang told EE Times that while Taiwan has huge opportunities in rack-scale AI, physical AI, and AI PC markets, the sticking point may well be talent. The post Taiwan’s AI Ambitions Run into Talent Gap appeared first on EE Times .
Saras Micro Devices Embeds Capacitors to Power AI Accelerators - A capacitor designed to be built into the PCB or package core supports the vertical power delivery that AI chips need, and a new 2 mm part is sampling The post Saras Micro Devices Embeds Capacitors to Power AI Accelerators appeared first on Semiconductor Digest .
Seoul apartment prices rise for 88th straight week despite housing curbs - Seoul apartment prices rise for 88th straight week despite housing curbs Seoul apartment prices rose for an 88th consecutive week as demand lifted cheaper districts and nearby Gyeonggi areas, while Gangnam prices continued to fall. 10/16/2026 - 06:00 PM News Team
SEMICON West 2026 Displays AI-Era Chipmaking, Workforce Development - The trillion-dollar semiconductor industry is ready to adapt and expand its fab infrastructure for the AI wave. The post SEMICON West 2026 Displays AI-Era Chipmaking, Workforce Development appeared first on EE Times .
Vanilla’s Sweet Secret Could Help Heal Stubborn Wounds - Vanillin could help form wound-care materials while supplying antibacterial activity, a combination made more practical by its low-cost and abundant supply. The compound behind vanilla’s sweet aroma could become an ingredient in wound-care materials. A team from Flinders University’s Biomedical Nanoengineering...
