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 🌑 Americas 
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 Semi. Fabs and Clean Rooms
99m ago: TSMC has 13 fabs under construction in Taiwan and 5-6 overseas with equipment purchasing forecasts doubled in six months. SEMI raised 2028 WFE forecast to $220B. India's semiconductor mission advancing multiple projects including Tata-PSMC Dholera fab targeting mid-2028 production.

 '한국형 브로드컴' 노리는 LG전자, SK하이닉스와 협력 무산  - SK하이닉스와 LG전자가 추진해 온 반도체 개발 협력이 무산됐다. 양사는 지난 7월부터 차세대 기업용 SSD(eSSD) 백엔드(후공정) 디자인 일부 영역 외주를 놓고 논의를 이...

 Microchip Expands APAC Certifications for Its Latest Generation of Sustainable PoE Midspans/Injectors  - Microchip continues to advance sustainable networking with PoE midspans designed for global deployment. With expanded APAC certifications, low standby power and scalable options for modern networks, these solutions help make connected infrastructure easier to deploy and manage.

 India’s push to secure place in global chip supply has ‘secret weapon’: its people  - Building up its pool of design talent can gain it a spot higher up in the value chain by turning ‘Make in India’ to ‘Engineer in India’

 iSpace leading ESA’s first lunar polar ice exploration rover mission  - iSpace-Europe and the European Space Agency (ESA) have officially agreed the MAGPIE mission, Europe’s first lunar polar ice exploration rover. MAGPIE stands for the “Mission for Advanced Geophysics and Polar […] The post iSpace leading ESA’s first lunar polar ice exploration rover mission appeared...

 Tesla’s Cybercab reveal: driverless gold glitz and electric braking  - Electric brakes in Tesla’s Cybercab mean there’s no brake fluid and brake lines running around the car. Sensors and actuators control each brake caliper.

 Sivers Semiconductors Puts $30M Toward European Expansion  - Sivers Semiconductors has invested $30 million to significantly expand its indium phosphide (InP) manufacturing facility in Glasgow, Scotland as the company prepares for anticipated customer production ramps driven by growing AI datacenter and...

 [News] U.S. Chip Tariffs Could Hinge on Investment Scale: What’s at Stake for TSMC, Samsung, SK hynix?  - A proposed U.S. semiconductor tariff is putting fresh pressure on foreign chipmakers to expand manufacturing in the country. According to Korea JoongAng Daily, citing Politico, the scale of each company’s U.S. chip investment could factor into its tariff treatment. U.S. Commerce Secretary Howard ......

 Cisco targets zero engineers writing code by end-October  - AI is forcing companies to rethink not only how software is built but how quickly ageing systems must be replaced, with Cisco warning that increasingly capable frontier models are turning technical debt into a board-level cybersecurity concern.

 MSScorps August revenue hits new high on silicon photonics gains

 Trusval Technology eyes NT$23 billion order backlog, US 4Q26 ramp

 South Korea taps chip windfall for next tech push

 Samsung turns to chips, OLED for next phase of Vietnam expansion

 The 'Copper Wall': inside the physical bottlenecks threatening to melt AI supercomputing boom

 How agentic AI and 'AI physics' are reshaping chip design

 Commentary: Apple shifts to smart vehicle software layer as Ternus era arrives

 TSMC urges HBM makers to design for X-ray inspection as packaging grows more complex

 CPO testing shifts to mid-stage to avoid costly failures, Chroma says

 Processor, memory boom could push chip supply chain out of sync, says Yole

 Taiwan automation specialist Kenmec targets semiconductor packaging plants with low-clearance OHT, AI digital twins

 China Motor unit Greentrans launches Taiwan-made quadruped robots

 China's EUV gap may stretch 10–15 years, but DUV gains test Western export controls

 Fujitsu says useful quantum computers may need far fewer qubits than expected

 Taisic unveils p-type SiC substrate for ultra-high-voltage grid, rail applications

 Ennostar accelerates AI optical communications with micro LED

 Kyocera completes Nagasaki plant for semiconductor ceramics and packages

 CPO high-density optical interconnects drive E&R's submicron 2D FAU breakthrough

 Taiwan to expand AI compute capacity as supercomputer at research institute hits full load

 China interconnect chipmaker Montage enters Samsung, SK Hynix CXL 3.2 supply chains and begins DDR6 development

 Micron reportedly targets 2× HBM capacity by end-2026; Samsung, SK Hynix keep the scale edge

 India tablet market grows as business demand shifts toward premium devices

 K&S targets CPO, CoPoS growth with expanded TCB advanced packaging roadmap

 Chunghwa Precision Test sees ASIC revenue overtaking GPU by 2027

 Lite-On makes US$170 million strategic investment in DCX for AI cooling push

 SEMICON Taiwan 2026: QuantumDiamonds cracks the hybrid bonding blind spot with new inline metrology

 G20 approves guidelines calling for more business-friendly AI regulation

 AeroVironment Secures $465M Army Contract  - AeroVironement (AV), a developer of autonomous and counter drone systems, has been awarded a contract valued at $464.8 million by the U.S. Army Portfolio Acquisition Executive for Fires (PAE Fires) program office for the Enduring-High Energy Laser (E-HEL) program. The award represents the first production...

 Ion-Engineered Insulator-to- Semiconductor Transition in Natural 2D Biotite  - …insulating nature limits their functional utility. Here, we demonstrate a chemical strategy that transforms liquid-phase-exfoliated biotite nanosheets into a tunable 2D semiconductor through controlled NaOH treatment. The resulting insulator-to- semiconductor transition originates from Na incorporation,...

 Get Out While You Can Silicon Valley VC Tells AI Founders  - “Founders running successful AI companies should all take a cold, hard look at exiting in the next 12-18 months, which may be a value-maximizing moment for outcomes,” says Silicon […] The post Get Out While You Can Silicon Valley VC Tells AI Founders appeared first on Electronics Weekly .

 Sivers Semiconductors Invests $30 Million to Expand European Photonics Manufacturing for AI Datacenters  - Glasgow expansion will increase InP manufacturing capacity to more than 100 million CW DFB lasers annually, supporting anticipated AI infrastructure customer ramps. The post Sivers Semiconductors Invests $30 Million to Expand European Photonics Manufacturing for AI Datacenters appeared first on Semiconductor...

 Technical Case Study: MicroLED Yield Management with Plessey and yieldWerx  - Plessey Semiconductors manufactures monolithic MicroLED displays for near-eye augmented-reality systems, where pixel pitch, brightness, uniformity, and defect density directly determine usable yield. Its process integrates device design, epitaxy, wafer fabrication, bonding, and production in one facility....

 Firms need not bargain over profit-linked bonuses, Labor Ministry says  - Firms need not bargain over profit-linked bonuses, Labor Ministry says New guidelines exclude profit-linked bonuses and plant moves from mandatory union bargaining, drawing backlash from labor groups. 9/3/2026 - 06:07 AM News Team

 What’s in the September Issue?  - Each issue of Semiconductor Digest has articles found only in the magazine. Click on the links to read the articles in the September issue and pick up an issue in print at SEMICON West! The post What’s in the September Issue? appeared first on Semiconductor Digest .

 Tesla expected to launch Cybercab with no lidar, driver, steering wheel  - Waymo’s robotaxis in 14 US cities use lidar and other sensors while Tesla has relied on a vision-first approach that doesn’t include lidar.

 Kioxia outlines plan to capture AI demand with its new high-speed memory chip  - Japan semiconductor maker plans to upgrade NAND to replace some DRAM

 Where will RISC-V be in 20 Years? Poll Results  - All the way back in August 2023, in the midst of a series of posts on the RISC-V architecture, I ran a reader poll on the future of the architecture, with the following introduction:

 The president's escape act  - The president's escape act A columnist argues that President Lee Jae Myung's survival instincts now threaten judicial independence and public standards. 9/2/2026 - 11:01 AM Opinion Desk

 Building a Faster Path from Semiconductor Idea to Commercial Silicon  - SEMI and Silicon Catalyst’s new strategic partnership addresses one of the semiconductor industry’s most persistent technical problems: transforming a promising hardware concept into a manufacturable, commercially viable product . Announced through a memorandum of understanding signed at SEMICON Taiwan...

 Camera Developer Earns $1.6B Valuation Following $165M Funding Round  - Lyte, a machine vision company, has raised $165 million in a Series C round led by Maverick Silicon. The round values Lyte at $1.6 billion post-money. Financing will be leveraged to help scale production of its sensing silicon and LyteVision...

 Supermicro and Solidigm: The Best Cooling in the Data Center Today  - Paul McLeod of SuperMicro discusses collaborating with Solidigm to boost power efficiency for AI workloads in the data center in this customer testimonial.

 Finger-friendly DPOT pushbuttons do ups, downs, and dittos  - Simple labor-saving circuit remedy comprises just four added passive parts, saves hard-working fingers from unnecessary wear and tear. The post Finger-friendly DPOT pushbuttons do ups, downs, and dittos appeared first on EDN .

 Everspin Technologies and Teledyne HiRel Semiconductors Partner to Accelerate MRAM Adoption in Aerospace and Defense Applications  - New partnership will bring Everspin 256Mb PERSYST MRAM into Teledyne HiRel Semiconductors’ memory solutions for mission-critical systems CHANDLER, Ariz., & GARLAND, Texas--(BUSINESS WIRE)-…

 GlobalFoundries Announces Customer Availability of UX Platform Technologies  - Newest feature-rich CMOS platform family combines ultra-low power connectivity, sensing and mixed-signal innovation with cost-efficient manufacturing for next-generation edge devices. The post GlobalFoundries Announces Customer Availability of UX Platform Technologies appeared first on Semiconductor Digest...

 Anritsu AH15203A wideband linear amplifier for optical comms  - Anritsu is launching a 140 Gbaud wideband linear amplifier with integrated bias tee, the AH15203A/B, for optical communications. Aimed at developers of optical transmission devices, the company says the new […] The post Anritsu AH15203A wideband linear amplifier for optical comms appeared first on Electronics...

 🌑 AsiaPac 
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 輝達3個 狂砸逾60億美元、台積電聯手大立光!矽光子如何把AI晶片推入「光時代」  - 一場國際科技巨頭競相角逐的新AI大戰,正火熱上演! 動作最積極的,就屬AI霸主輝達(NVIDIA)。2026 上半 ,輝達在短短三個 內,便宣布砸下超過60億美元,布局光互連與矽光子供應鏈。 獲輝達入股的邁威爾(Marvell), 初投入32.5億美元起跳的金額後,也宣布完成收購Celestial...

 CEO Interview with Timothy Regan of IN2FAB  - Timothy Regan has substantial experience in analog/ mixed signal design and its supporting EDA technologies. His career began in linear engineering at Texas Instruments.

 OpenAI Jalapeño: The Architectural Decisions Behind Its Inference Efficiency  - OpenAI Jalapeño's benchmark results have attracted attention, and a closer look at the design choices provides important context for understanding the performance. This article presents TechInsights’ commentary on the decisions disclosed at Hot Chips.

 Smart Ring Maker Oura Plans IPO Amid Revenue Surge  - Finland-founded smart ring maker Oura files for US IPO, amid surge in demand for lightweight fitness-tracking devices

 Korea posts world's No. 2 current account surplus in first half, behind China  - Korea posts world's No. 2 current account surplus in first half, behind China At $233.1 billion through July, Korea’s current account surplus reached nearly twice last year’s full-year total, propelled by semiconductor exports. 9/4/2026 - 03:48 AM News Team

 Chip Industry Week In Review  - India's $13.4B Semicon 2.0; SEMICON Taiwan; PCIe 6/7 test; MediaTek, NVLink Fusion deal; state of the industry report; AI for fabs; 2D Tunnel FET; 300mm Si photonics; InP expansion; $75M to recycle rare earths; GF PDKs for 22nm, 40nm; Gain-Cell RAM; MIPS edge AI developer platforms; in-memory photonic...

 ASML to expand Japan workforce to aid next-gen chipmakers Rapidus, TSMC  - Dutch equipment maker to lift headcount to about 700 from 500, Japan unit chief says

 The Economics of Where You Catch It: Test, Yield, and the Cost of Late Detection  - Why every test step is a financial decision: false rejects, escapes, and the rising cost of late detection.

 China’s Hua Hong To Build New 300mm JV Fab  - China’s second largest foundry vendor is building a new fab in Wuxi

 Transparent silicon-photonics chips could bring advanced optical systems to curved displays  - The field of silicon photonics, which uses light rather than electricity to transmit and process data on semiconductor chips, has enabled optical systems to evolve from bulky setups to compact, advanced systems. Typically, ...

 Applied Materials’ Advanced Packaging Vision: AI Scaling Is Becoming a System Integration Problem  - Original Article By SemiVision Research [Reading time: 8 mins]

 Modelithics Releases Qorvo GaN Library v26.5.11 with New 200 W GaN Model  - Modelithics® is pleased to announce the release of the Modelithics Qorvo® GaN Library v26.5.11.

 Nvidia to buy Hugging Face for $13bn  - Nvidia is to buy AI developer Hugging Face for $12.93 billion, reports Reuters. Hugging Face produces open source AI models in contrast to the closed source models of OpenAI and […] The post Nvidia to buy Hugging Face for $13bn appeared first on Electronics Weekly .

 The president's escape act (KOR)  - The president's escape act (KOR) A columnist argues that President Lee Jae Myung's survival instincts now threaten judicial independence and public standards. 9/2/2026 - 08:54 PM Opinion Desk

 Intel 18A-P Pushes RibbonFET and Backside Power Beyond the First Generation  - Intel Foundry has a blog on LinkedIn that is worth a look. The blogs are by trusted Intel Foundry technical experts and are filled with content. I will cherry pick write a bit about them but be sure and subscribe to this, absolutely.

 SEMICON Taiwan 2026: The New AI Race Is About Building the Entire System  - Original Article By SemiVision Research [Reading time: 13 mins]

 IC manages sensors without waking the MCU  - The nPZ2100 sensor-management and power-saving IC (PSIC) from Nanopower provides autonomous control for battery-constrained sensor systems. The post IC manages sensors without waking the MCU appeared first on EDN .

 GlobalFoundries, Startup Prep Gain-Cell Memory  - GF also discloses more details about its new UX technology platform

 The Chip Insider®– Risk of an AI Bubble  - Inside G. Dan Hutcheson’s latest analysis, he explains why the AI boom bears all the hallmarks of a bubble, tracing its unprecedented rise from millions to over $100 billion and exploring how lasting value is created long after market speculation fades.

 ATALCO reaches $800m in funding for alumina refinery  - New $350m equity stake to enable production of USA’s first primary gallium

 Integrated Photonics Firm iPronics Raises $125M, Secures NVIDIA Backing  - iPronics, a developer of silicon photonics-based optical circuit switching for AI infrastructure, has secured $125 million in Series B funding co-led by Maverick Silicon and Light Street Capital. NVIDIA joined the round, with participation from new and existing investors, including Triatomic Capital,...

 🌑 EMEA 
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 AI is Changing Infrastructure Planning. Here’s Why  - Artificial Intelligence AI is Changing Infrastructure Planning. Here’s Why AI is reshaping infrastructure planning by shifting focus from standardized architectures to flexible, data-driven strategies that support evolving workloads, governance needs, and long-term data value.

 EE Times Magazine – September 2026  - The September 2026 edition of EE Times Magazine examines how smarter buildings combine ambient energy harvesting, sensing, AI, and connected systems to improve safety while protecting privacy. The post EE Times Magazine – September 2026 appeared first on EE Times .

 DLSS 5 officially launches inside NBA 2K27, limited to RTX 50-series GPUs for now — Nvidia promises to bring neutral rendering tech to RTX 40-series soon  - Nvidia's controversial neural-rendering tech, DLSS 5, is now officially available in NBA 2K27, marking the start of a new era for the company. DLSS 5 will also come to RTX 40-series soon after current work on optimizing it for the RTX 50-series has reached a satisfactory state.

 Why Did Nvidia Acquire Hugging Face?  - Nvidia acquired Hugging Face, an open-source AI platform, for $12.93 billion

 Samsung, LG Win Top IFA Innovation Awards  - It also features ‘AI Hybrid Cooling,’ which uses a compressor for cooling under normal conditions and activates a Peltier semiconductor element when the door is frequently opened or when storing large

 5N+ awarded US$7.3m to establish US production of GaAs components for defence applications  - Utah facility to gain crystal-growth and GaAs compounding equipment

 SEMICON Taiwan 2026: AI Is Lifting the Entire Semiconductor Supply Chain  - Original Article By SemiVision Research [Reading time: 11 mins]

 Data density: The constraint reshaping wireless for edge AI  - The limiting factor for edge AI is not simply bandwidth, but wireless network’s ability to sustain multiple high-throughput data streams in a confined space. The post Data density: The constraint reshaping wireless for edge AI appeared first on EDN .

 Hitachi expands HMAX for physical AI  - Hitachi has expanded its HMAX portfolio with new data center, cybersecurity and data-management offerings aimed at accelerating the use…

 When the Package Becomes an Electrical Design Variable  - AI power integrity now lives inside the package, not just the PCB. Treat chip, package, and board as one PDN. The post When the Package Becomes an Electrical Design Variable appeared first on EE Times .

 Seoul attracts 2.8 trillion won from 4 U.S. firms in chip, energy sectors  - Seoul attracts 2.8 trillion won from 4 U.S. firms in chip, energy sectors The investments will expand semiconductor, advanced materials and offshore wind projects across Korea. 9/3/2026 - 09:02 PM

 New Twist on the Einstein Problem Reveals Unexpected Physics  - Optical structures based on the Smith hat produced unusual light patterns that reflected their lack of mirror symmetry and changed with light direction and polarization. The Smith hat first drew global attention in 2023 because a single tile could cover an entire surface without ever creating a repeating...

 [News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals  - As Samsung races to ramp HBM4 and narrow the gap with SK hynix, Micron is also turning to HBM as a new growth engine beyond surging conventional DRAM prices. According to ETNews, the U.S. memory giant is stepping up its HBM expansion, with capacity expected to increase by as much as 60K wafers/month......

 Fabrication platform could enable flexible, transparent next-generation photonic chips  - This scalable process produces high-performance chips for applications like discreet wearables or pliable augmented-reality displays.

 Towards full-color GaN micro-cavity LEDs  - Monolithic device demonstrates 260nm wavelength range, covering almost 70% of visible spectrum

 Unified Emulation and Prototyping: Pipedream or Reality?  - Preamble Hardware-assisted verification (HAV) platforms, including hardware emulators and FPGA-based prototyping systems, are the two dominant methodologies for validating long workloads on complex System-on-Chip (SoC) designs before tape-out . HAV sits within a broader continuum of verification engines...

 TechWorks Aligns U.K. Semiconductors Under UKSIA Umbrella  - TechWorks corrals U.K. chip groups under UKSIA as funding surges 65% and 700 execs swarm London. The post TechWorks Aligns U.K. Semiconductors Under UKSIA Umbrella appeared first on EE Times .

 Designing the Infrared Detectors of Tomorrow: Baptiste Gonon-Mathieu Wins Best Student Paper Award at the II-VI Workshop  - Understanding electron behavior to design the infrared detectors of tomorrow: this is the challenge taken on by Baptiste as part of his PhD at CEA-Leti. Combining fundamental research, technological innovation, and defense applications, his journey illustrates the breadth and depth of the research conducted...

 Opportunities, capabilities and effects of emerging technologies by Elon Musk  - At the G20 Innovation Ministerial meeting in Chapel Hill, North Carolina on Tuesday, Elon Musk gave an upbeat view on how today’s emerging technologies will change the world. “I think […] The post Opportunities, capabilities and effects of emerging technologies by Elon Musk appeared first on Electronics...

 SNU wants to harness the power of AI, but energy limits mean lights out for many labs  - SNU wants to harness the power of AI, but energy limits mean lights out for many labs For a host of professors, it's one thing to have GPUs, but entirely another to be able to use them as departments struggle with maxed out server rooms. 9/2/2026 - 06:00 PM News Team

 Offshoots of cancelled TrueNAS Core upgrade to FreeBSD 15  - Exeunt zVault stage right; enter FreeCORE and BSDnas

 Bi-Weekly Portfolio update - End-August [15th to 31st August]  - How's my portfolio looked? What changes have I made and what's my plan?

 Ask the headhunter  - Recently, the department at a large chip company where I’ve worked for several years was closed, leaving me to look for another job.

 Mercedes Spinout Athos Closes Its Doors  - The startup was unable to secure the financing required to continue commercialising its chiplet-based technology The post Mercedes Spinout Athos Closes Its Doors appeared first on EE Times .

 Debugging intermittent Comcast, part 3: Retrospective analysis  - Why did some things happen? Why didn’t others? What happened instead? Were some outcomes predestined? And what begs for further study? The post Debugging intermittent Comcast, part 3: Retrospective analysis appeared first on EDN .

 Solvay to double chip chemical output in Taiwan amid AI boom: CEO  - Belgian producer localizes more production as customers seek supply chain security

 Extending 18A With Significant Power And Performance Gains  - A dual contact architecture with ultra-low-resistance contacts increases drive current and enables higher frequencies at matched capacitance. The post Extending 18A With Significant Power And Performance Gains appeared first on Semiconductor Engineering .