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↺73h Micron Technolo…5.7% beat 🟢

 Elon Musk Confirms TSMC-Terafab Talks  - [Exclusive] There’s more to be said on TSMC’s Texas exploration and Terafab goals

 Taiwan Foreign Minister to Visit Arizona to Deepen Economic Ties  - Taiwan’s foreign minister is set to visit Arizona for meetings with local officials and semiconductor companies, underscoring Taipei’s effort to deepen economic ties with the US as President Donald Trump seeks to stabilize relations with China.

 Crystal Design Controls Spin-Polarized Photocurrent in 2D Hybrid Perovskites  - Researchers demonstrate that internal crystal structure is key in regulating generated light-induced current. The post Crystal Design Controls Spin-Polarized Photocurrent in 2D Hybrid Perovskites appeared first on Semiconductor Digest .

 A Few Picoseconds Reveal Superconductivity’s Hidden Breaking Point  - Ultrafast current pulses let scientists push superconductors beyond their usual experimental limits before vortices and heat could interfere. The method revealed striking differences in how two superconducting materials break down and could expose quantum behavior that conventional measurements miss....

 Boston Dynamics’ Atlas training ground at Hyundai plant offers real world edge  - Humanoid robot builders need the best stream of real-world data and a new Boston Dynamics robotics metaplant at a Hyundai auto plant in Georgia could meet that need.

 Nvidia Hits First Record Since May as Value Nears $6 Trillion  - Nvidia Corp. shares hit a record for the first time since May as investors pile back into the stock after a two-month selloff that wiped more than $1 trillion off its market value.

 Continuous Health Monitoring Drives Integrated Wearable System Design  - Analog Devices India’s Praveen Jose said device miniaturization is driving higher performance and quality in smaller form factors. The post Continuous Health Monitoring Drives Integrated Wearable System Design appeared first on EE Times .

 OpenWorks eyes US market for AI-powered autonomous vision systems  - Northumberland’s OpenWorks Engineering, a UK defence technology company, has announced its expansion into the US market. Specifically it is opening a US regional headquarters in Ashburn, Virginia. And future plans […] The post OpenWorks eyes US market for AI-powered autonomous vision systems appeared...

 The Demise Of Thinking  - The pocket calculators of the early 70s made maths an optional skill, search engines made remembering facts less necessary, now AI is reducing the need to think. Have you ever […] The post The Demise Of Thinking appeared first on Electronics Weekly .

 Simplify Ethernet to the Edge With 10BASE-T1S PMD Transceivers  - Learn how Physical Medium Dependent (PMD) transceivers can simplify your edge design.

 OECD backs Korea’s chip-funded Future Fund  - OECD backs Korea’s chip-funded Future Fund The Organisation for Economic Cooperation and Development's (OECD) chief economist called Korea’s plan to invest semiconductor tax windfalls in long-term growth a wise policy choice. 10/1/2026 - 10:05 PM

 Memory Pricing Report September 2026  - This monthly update delves into the dynamic and volatile pricing landscape of mainstream DRAM and NAND memory, offering an examination of pricing trends over the past three months and projecting developments for the upcoming year. Covering a broad spectrum of memory types including Server DRAM, Mobile...

 LG Electronics bets 150 billion won on AI cooling  - LG Electronics bets 150 billion won on AI cooling LG Electronics will invest 150 billion won ($110.4 million) to build a chiller plant in Windsor, Virginia, and expand Korean production for growing AI data center demand. 10/1/2026 - 05:34 AM News Team

 US Marines bring drones and sensors to NATO’s Baltic Sentry op  - Coastal sensors typically include acoustic sensors, hyperspectral and optical imagers, radar and electro-optical/infrared sensors and electric field sensors

 Iceye, Nokia partner for sovereign LEO satellite comms  - Iceye, the specialist in satellite-based SAR imagery, is partnering with Nokia to develop secure, high-performance broadband low Earth orbit (LEO) satellite communications systems for governments. Sovereign is the keyword, according […] The post Iceye, Nokia partner for sovereign LEO satellite comms...

 Europe’s Space Industry Seeks Greater Supply Chain Control  - Europe's strategic space independence will depend on semiconductor supply chains, satellite networks, and 6G communications. The post Europe’s Space Industry Seeks Greater Supply Chain Control appeared first on EE Times .

 Market Data: SoC Markets  - This report covers various aspects of the System-on-Chip (SoC) markets and design trends. It includes Silicon IP market data for licensing, royalty, and service revenues across different IP categories such as Memory, CPU, DSP, Graphics, Interconnect, and Security. The report offers insights into design...

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
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 Musk confirms talks with TSMC over his Texas chip factory project  - Elon Musk has confirmed that Terafab, the chipmaking venture backed by his SpaceX and Tesla, is in discussions with TSMC. The confirmation followed a report that the Taiwanese foundry is looking at running new chip factories in Texas.

 How US-China RISC-V collaboration is deepening despite chip rivalry  - RISC-V chipmakers are expanding beyond automotive, industrial and Internet of Things applications into physical AI and data centres

 800VDC: Mapping the Power Semi Space for Sidecar Deployments  - The transition to higher voltage is messy for AI datacenters. How investors should think about it.

 Elon Musk, Jensen Huang see China closing lithography gap by 2030  - While ASML executives explore how to scale extreme ultraviolet (EUV) lithography output beyond 110 units by 2028, China is pursuing indigenous advanced lithography systems. ASML plans to produce at least 80 EUV tools in 2027 and is investigating a further capacity increase of approximately 30% in 2028...

 Tracing Hardware Design From Physical Devices to RTL (Infineon, TU Munich)  - Researchers at Infineon Technologies and Technical University of Munich published a technical paper titled “From Physical Devices to RTL Models: Abstraction and Validation in Hardware Engineering.” Abstract: “This paper introduces the foundational principles underlying hardware engineering models...

 TDK DC-link film capacitors rated for up to +135 °C  - TDK is introducing its B3272*A/G/T series of DC-link film capacitors that are qualified for continuous operation at case temperatures of up to +135 °C, with no derating required up to […] The post TDK DC-link film capacitors rated for up to +135 °C appeared first on Electronics Weekly .

 Podcast EP370: An Overview of PDF Solution’s New AI Platform and Upcoming CONNECT Event with Kimon W. Michaels  - Daniel is joined by Kimon W. Michaels, a prominent figure in the semiconductor industry, currently serving as the Executive Vice President of Products and Solutions at PDF Solutions, Inc. He co-founded the company and has held various leadership roles, including Vice President of Design for Manufacturability...

 When Is Nvidia releasing N1X/Spark Systems?  - Nvidia is about to announce their N1x/Spark consumer devices, but when exactly? Read more ▶ The post When Is Nvidia releasing N1X/Spark Systems? appeared first on Semiaccurate .

 Qorvo® Advances C-Band Radar Front Ends with BAW-Based Frequency Agility and GaN Power  - Our expanded C-band portfolio gives radar customers receive and transmit building blocks backed by Qorvo’s BAW, GaN and system-level RF expertise.

 Samsung heads for 100 trillion won profit milestone in Q3, but stronger won may limit upside surprise  - Samsung heads for 100 trillion won profit milestone in Q3, but stronger won may limit upside surprise The Korean titan is set to post an earnings call high despite analyst apprehension over a strengthening won, and the market shows little sign of slowing down. 10/2/2026 - 05:20 AM LEE JAE-LIM

 Chip Industry Week In Review  - CFETs push scaling beyond 10 angstroms; physical AI M&A and funding; AI data centers drive new power/packaging investments; new Spectre-v2 attack targets JIT compilers; photonics moves closer to compute; quantum HW; false base station risks; 88k engineers needed. The post Chip Industry Week In Review...

 TI expands Zephyr RTOS support to its broad embedded portfolio  - Unified, production-ready platform across TI’s MCU, MPU and wireless connectivity solutions eliminates migration barriers and accelerates time to market for Zephyr developers worldwide

 Near-Noiseless Single-Photon Detection in the Infrared with a Megapixel Semiconductor Array for Low-Background Astronomy  - …is a fundamental barrier to low-flux astronomical imaging and spectroscopy, where the ideal sensor would unambiguously distinguish individual photon arrivals. While optical semiconductor arrays can reach single-photon sensitivity, comparable performance in the infrared has largely required superconducting...

 Infineon Opens Scalable Semiconductor Backend Manufacturing Hub in Thailand  - Infineon Technologies AG officially inaugurated its new backend manufacturing site in Bangkok, Samut Prakan, together with Anutin Charnvirakul, Prime Minister of Thailand and Alexander Gorski, Chief Operations Officer of Infineon Technologies. The post Infineon Opens Scalable Semiconductor Backend Manufacturing...

 Intrinsic polarization superjunctions  - Lateral iPSJ diodes and transistors achieve highest V BR among reported GaN-on-Si devices.

 The Pivotal Moments That Gave Rise to Silicon Valley  - The little-known decisions and breakthroughs—and the remarkable role of Robert Noyce—that helped shape the modern semiconductor industry

 Korea’s exports hit record $120.9 billion as chip sales surge in September  - Korea’s exports hit record $120.9 billion as chip sales surge in September Semiconductor shipments topped $60 billion for the first time, driving an unprecedented $49.85 billion trade surplus. 9/30/2026 - 11:45 PM

 Cell Towers in the Sky: Inside the Technology Behind LEO  - Discover how LEO satellites use sophisticated RF technologies to deliver fast, reliable connectivity while racing thousands of miles above Earth.

 Fable: The Invention Which Took Time  - There was once a man who was determined to harness the electrons created by the Edison Effect to perform as a signal detector. After 15 years of experimentation he achieved […] The post Fable: The Invention Which Took Time appeared first on Electronics Weekly .

 Can These EEG Headphones Sense When Your Brain Needs a Break?  - Neurable One learns from your brainwaves over time to spot fatigue

 Power Tips #157: Reducing conducted EMI in 48V automotive USB Type-C EPR designs  - This tutorial examines conducted EMI behavior using an Extended Power Range (EPR) (≥100W) USB Power Delivery (PD) reference design. The post Power Tips #157: Reducing conducted EMI in 48V automotive USB Type-C EPR designs appeared first on EDN .

 🌑 EMEA 
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 Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration  - Elon Musk and TSMC reportedly discuss multiple collaboration opportunities within the Terafab project.

 Silicon Interposer vs Organic Interposer vs Glass Interposer: Which Is Best?  - body { font-family: Arial, Helvetica, sans-serif; color:#222; line-height:1.72; margin:0; } article { max-width: 980px; margin: 0 auto; padding: 0 18px 40px; } h1 { font-size:38px; line-height:1.18; margin:0 0 22px; } h2 { font-size:29px; line-height:1.3; margin:40px 0 15px; } h3 { font-size:22px; line-height:1.35;...

 Common Metal Could Unlock a Cheaper Path to Quantum Materials  - Researchers have created a cobalt-based thin film in which local honeycomb structures generate strong magnetic interactions linked to Kitaev-type quantum materials. A common metal may offer a cheaper route to materials used in quantum research. Scientists created a thin film in which cobalt atoms form...

 台積電赴德州建美國第2園區?15 法說登場 2027 資本支出、漲價動向受矚  - 台積電將於15 舉行法人說明會,預期2027 資本支出規劃、A14以下先進製程及CoPoS先進封裝進展、是否在美國德州設廠、對人工智慧AI產業發展暫緩論看法、COUPE矽光子開發進度、觀察成熟製程和記憶體市況、明 是否調漲價格等,將成為法說會關注焦點。...

 Exclusive: TSMC Exploring Plans to Work With Elon Musk’s Terafab  - [Exclusive] Taiwanese foundry giant may use Terafab as anchor client for a future Texas semiconductor factory

 Shut up and take our money: Amazon plows $1B into quashing datacenter dissent  - Thou shalt love the datacenter! Verily, thou shalt rejoice in the house of the datacenter!

 Consumer and industrial IoT drive wireless chip market  - Low power consumption, high integration, and advanced security highlight the latest wireless chips. The post Consumer and industrial IoT drive wireless chip market appeared first on EDN .

 Nvidia debuts $4,999 DGX Spark with half the RAM and storage, amid memory crunch  - Meanwhile 128 GB version jumps to $6,950, nearly 75% above its launch price

 [News] Tesla Halves AI5 AI Chip’s LPDDR5 to 72GB, Cuts AI6 LPDDR6 by One-Third as Memory Supply Tightens  - Tesla is cutting the memory capacity of its next-generation AI chips as it looks to secure enough supply for large-scale Optimus production while lowering costs. According to Wccftech, Elon Musk said Tesla’s AI5 will now feature 72GB of LPDDR5, half the previously planned capacity, while AI6 will ......

 Google launches first datacenter satellite and research that finds orbiting bit barns can work  - If SpaceX can launch 1,800 Starships, and researchers nail gnarly networking, design and formation flying problems,

 Decoding Thermal Stability: In situ Insights into Phase Controlled Phosphine-free Colloidal Bi-Te Nanosheets  - Bismuth telluride (Bi2Te3) is a prototypical V-VI semiconductor of interest for both thermoelectric and topological applications; however, phase-selective synthesis and thermal stability across the bismuth-telluride homologous series remain poorly understood. We report a facile and phosphine-free colloidal...

 Qualcomm Finally Fixes Their PC CPU Line!  - Last week Qualcomm finally fixed their PC lineup, or at least made a huge step in that direction. Read more ▶ The post Qualcomm Finally Fixes Their PC CPU Line! appeared first on Semiaccurate .

 The Chip Insider®– Strategic implications of ASML’s 12-inch EUV reticle and the TSMC-Intel War  - Inside G. Dan Hutcheson’s latest analysis: Intel is moving early on High-NA EUV while TSMC holds back, the next technology cycle raises a familiar question: How much could lithography influence the competitive race?

 Quantum Equivalence Checking. Innovation in Verification  - Can quantum computing have any relevance to EDA? This month’s paper suggests it might have a role someday, in accelerating one of the most fundamental of EDA algorithms: SAT. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer...

 Infineon opens plant near Bangkok as Thailand boosts chip ambitions  - German maker's $1.4bn fab to focus on back-end products for EVs, data centers

 National debt shows its true cost when interest rates rise  - National debt shows its true cost when interest rates rise As rising rates expose Japan’s fiscal vulnerabilities, Korea must use temporary tax windfalls to reduce debt rather than expand spending. 10/1/2026 - 11:01 AM Opinion Desk

 Hybrid Bonding Meets the Cooling Limits of AI Infrastructure  - Original Article By SemiVision Research [Reading time: 12 mins]

 The Secret to Better Magnetic Memory May Be the Light, Not the Material  - Reshaping a laser beam let engineers switch thicker magnetic materials with light, expanding the possibilities for faster, more compact data storage. Every digital photo, document, and video saved on a hard drive is stored as a vast sequence of 1s and 0s, represented physically by tiny magnetic regions....

 TSMC Mulls Multibillion-Dollar Texas Site for More AI Chips  - Taiwan Semiconductor Manufacturing Co. is weighing a new campus in Texas that would add tens of billions of dollars in new investment to the company’s multiyear expansion into chipmaking in the US.

 RT OBC-HYPER-POLAR Radiation Performance  - Discover how Cavu Aerospace is advancing radiation-tolerant onboard computing with the HYPER-POLAR RT platform powered by Microchip PolarFire® SoC FPGAs.