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 Semi. Fabs and Clean Rooms
64s ago: The semiconductor industry is seeing accelerated fab construction and capacity expansions, particularly for HBM and advanced memory to meet surging AI demand. Samsung is pushing new fab builds and yield breakthroughs for HBM capacity, while SK Hynix is advancing a major new memory fab project in Japan’s Miyagi Prefecture (tens of trillions of won investment) as its first large-scale overseas production site there, alongside ongoing domestic clusters. Broader trends include massive AI-driven capex (e.g., debt financing talks), labor and construction bottlenecks for new facilities, and selective equipment spending growth in China amid localization.

 How TSMC Is Wiring the AI Era With Light  - TSMC’s photonics strategy is centered on integrating optical input-output with advanced logic, rather than selling conventional optical transceivers as standalone products. The company is developing a silicon-photonics foundry platform and a packaging architecture called TSMC-COUPE , or Compact Universal...

 Hua Hong, Weichai Power to Join Hong Kong’s Stock Benchmark  - Hang Seng Indexes Co. is adding Hua Hong Grace Semiconductor Ltd. and Weichai Power Co. to Hong Kong’s equity benchmark, the index compiler said following its quarterly review.

 Hua Hong, Kingboard, Zijin Gold May Join Hong Kong’s Stock Index  - Hang Seng Indexes Co. may add chipmaker Hua Hong Grace Semiconductor Ltd., AI-related firm Kingboard Laminates Holdings Ltd. and miner Zijin Gold International Co. to Hong Kong’s equity benchmark, according to analysts.

 Japan to invest additional $940m in homegrown chipmaker Rapidus  - Trade ministry to boost capital to spur bank lending for 2-nm production

 Google's China shift and the battle over AI models  - The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

 Iran war deadlock gave ASML reprieve from US China crackdown  - ASML won a reprieve in Washington as US political infighting over the war with Iran has stalled legislation that could have further restricted the Dutch lithography giant’s movement in China.

 Government to Launch Future Response Fund With Excess Tax Revenue  - This year, due to the semiconductor boom, excess tax revenue is expected to reach dozens of trillions of won. The same is anticipated for next year.

 Model Lee Hyun-i reveals painful 'bird feed' diet behind slim figure

 Lee Hyun-i's Simple Lunch Diet Revealed

 Jeon Won-ju holds SK hynix stock for 15 years, vows to wait longer

 Jeon Won-ju Holds SK Hynix Stock for 15 Years, Still Waiting

 Samsung Electronics Plans Record 110 Trillion Won Shareholder Return

 Samsung Electronics pledges record 90–110 trillion won shareholder returns in 2024

 Seojin System Adopts Dual CB Funding Strategy

 SeoJin System splits 300 billion won raise into perpetual and 4-year CBs after anchor fund fails

 Samsung Electronics Unveils 110 Trillion Won Shareholder Return

 Micron's $10 Billion U.S. Memory R&D Hub

 Micron invests 14 trillion won to build US memory R&D hub for AI era

 Samsung DX Union Rallies Despite Concluded Wage Agreement

 Samsung DX union stages belated Seoul rally, sparks public backlash

 Samsung DX Union Protests, Demands 1,000 Shares

 Future Response Fund to Use Semiconductor Tax Revenue

 South Korea channels chip windfall into 100 trillion won future fund

 South Korea plans future response fund from surplus taxes, stirring assembly backlash

 Samsung Electronics' World-First Semiconductor Resistance Breakthrough

 Kwon Min-soo Stresses Balanced Approach to Rate Hikes

 Government Establishes '100 Trillion Won + α' Future Response Fund

 Kumho E&C secures Samsung Electronics contract for Fläkt Korea plant in Gwangju

 Jeon Won-ju's SK Hynix Shares Deliver 9,000% Return Without Selling

 Han Jeong-ae pushes power, water plans for South Korea’s three mega projects

 KOSDAQ Plunges 4%, Circuit Breaker; KOSPI Rises

 KOSDAQ sinks on foreign, institutional selling as Korea KOSPI climbs on chip rebound

 Waymo Develops Custom Chip for Robotaxis, Matches NVIDIA Performance

 Kumho Electric Soars 26% on Honam Semiconductor Cluster Hopes

 Kumho Electric soars on Korea’s Honam chip cluster push

 Kumho Engineering & Construction Wins Samsung Electronics Fläkt Factory Contract

 Democratic Party Hosts Water Supply Discussion for Mega-Projects

 SEMI材料聯盟成軍 四大任務強化半導體供應鏈韌性  - 隨著2奈米製程、先進封裝及異質整合加速發展,半導體材料重要性持續提升。SEMI國際半導體產業協會宣布成立「SEMI半導體材料聯盟」,以台灣完整半導體聚落為核心,串聯全球材料供應商、晶圓製造、封裝測試及學研單位,聚焦供應韌性、國際合作、協同創新及產業高值化四大方向。...

 The Human Brain Versus AI: Similar Results, Very Different Machines  - Contrast 20 watts with a megawatt: The brain and the LLM aren’t in the same race. The post The Human Brain Versus AI: Similar Results, Very Different Machines appeared first on EE Times .

 Lee holds private dinner with SK chief Chey Tae-won  - Lee holds private dinner with SK chief Chey Tae-won President Lee Jae Myung and SK Group Chairman Chey Tae-won held a private dinner amid talks on semiconductor, energy and U.S. investment projects. 8/20/2026 - 08:00 PM News Team

 No One’s No.1 Problem  - New records for high temperatures keep getting set but climate change has still not reached the top of the agenda for many people. None of the respondents in the 32 […] The post No One’s No.1 Problem appeared first on Electronics Weekly .

 Count the Work Done. Not Just the Cores.  - For agentic AI, infrastructure should be measured by the work it reliably completes—per dollar, per watt and per rack.

 Micron Launches $10B R&D Lab In U.S.  - Albany NanoTech, Applied Materials, Lam and SRC have also separately made major R&D announcements in the U.S.

 Sandisk Introduces SANDISK® NAS SSDs to Power Fast, High-Endurance Storage for Prosumers and Small Businesses  - Sandisk today announced the SANDISK® NAS portfolio of high-endurance SSDs purpose-built for modern ...

 CEG: Photonics, Optics and Quantum Shine in Capital Region Semiconductor Patents  - A Cleanroom in NY Creates’ Albany NanoTech Complex. Read Original Center for Economic Growth Article Here Highlights In 2025, the USPTO awarded nearly 600 semiconductor-related patents that list Capital Region inventors. 1 in 6 semiconductor patents listing local inventors pertained to photonics, optics,...

 US Hyperscalers Now Drive 15 of the World’s Top 20 Datacenter Markets  - Where are hyperscalers concentrating datacenter capacity? Q1 2026 data shows why 15 of the top 20 markets are in the US and which cloud providers lead.

 Is software still the point?  - In a few years, nobody will write software. Software as the artifact we fuss over, the thing we hire around, protect, refactor and treat as the crown jewels, is on its way out, Jan Bosch asserts provocatively.

 Self-Publishing a Book Is Easier (and Harder) Than You Think (Part 2)  - As you may recall, we ended Part 1 of this two-part series in proud possession of our book manuscript in Word and our front and back covers as PNG files. All that remains is to actually publish the little scamp, a process with certain foibles that need to be overcome. In my case, I wished to publish both...

 NXP’s i.MX 93W Brings In-Package Wi-Fi to Mature Edge AI Processing  - The NXP i.MX 93W is an integrated system-in-package (SiP) that fuses the dual-core Arm Cortex-A55 and Cortex-M33 architecture of the established i.MX 93 applications processor with an IW610 tri-radio subsystem. The i.MX 93 compute die is manufactured using a 16nm FINET process; the IW610 tri-radio wireless...

 Hot Chips 2026: Architectures for the Agentic Computing Era  - Hot Chips 2026, formally the thirty-eighth Symposium on High Performance Chips, arrives at Stanford’s Memorial Auditorium from August 23 through 25 with a program that captures a decisive shift in computer architecture. Peak arithmetic throughput remains important, but the conference is increasingly...

 Smartphone Apps Processor Market Tracker - Q2 2026  - The global smartphone applications processor (AP) market declined 13 percent year-on-year in unit growth during Q2 2026 with corresponding revenue decrease of 13 percent year-on-year. Smartphone market will increasing be defined by the success of flagship devices and adoption of generative AI and the...

 Northrop Grumman's SYNOPTICS Eyes Defense, Clean Energy Applications With Record-Sized Laser Crystal  - Northrop Grumman subsidiary SYNOPTICS has grown and harvested an ytterbium-doped yttrium lithium fluoride (Yb:YLF) crystal boule with a diameter three times larger than the industry standard. The development addresses growing demand for larger aperture and overall size for gain media as laser engineers...

 Hon’ble PM Shri. Narendra Modi to Inaugurate SEMICON India 2026 on 17th September  - SEMI and the India Semiconductor Mission (ISM) today announced that Hon'ble Prime Minister Shri Narendra Modi will inaugurate SEMICON India 2026 on 17 September 2026 at Yashobhoomi (India International Convention and Expo Centre), New Delhi. The post Hon’ble PM Shri. Narendra Modi to Inaugurate SEMICON...

 IBM Makes Quantum Cryogenics Modular, but Scaling Problems Remain  - IBM’s new cryogenic architecture tackles one obstacle to fault-tolerant quantum computing, while exposing wiring, control, interconnect, and reliability challenges. The post IBM Makes Quantum Cryogenics Modular, but Scaling Problems Remain appeared first on EE Times .

 🌘 Americas 
🇺🇸  ---  🌑

↺49h Wolfspeed,-55% miss 🔴

↺56h Analog Devices3.6% beat 🟢

 Companies worry about robot safety, but also see potential  - A new Intel survey shows 60% of companies expect to operate a fleet of robots within five years.

 SanDisk expansion cards for Xbox Series X|S now available on Amazon — alternative storage solution to Seagate, WD arrives on the market five years after the launch of the consoles  - The SanDisk Optimus GX C50 expansion cards for the Xbox Series X|S are now available on Amazon starting at $249.99 for the 1TB variant. While gamers can use external drives to copy and backup games from the Xbox consoles, they need expansion cards like these from SanDisk or Seagate if they want to install...

 Scientists Turn an Overlooked Chip Layer Into a Powerful New Light Source  - A layer once dismissed as mere support has transformed a tiny photonic chip into a powerful generator of new light frequencies. A laser usually produces one narrow color of light. A device small enough to sit on a fingertip can turn that single input into hundreds of precisely spaced frequencies, creating...

 Compact BIC Lasers Provide High Purity Linearly Polarized Light On-Chip  - A new approach to engineering high-purity, linearly polarized emission from a compact bound-state-in-the-continuum (BIC) laser could lead to high-performance, miniaturized polarization light sources for a wide range of applications. The ability to access linearly polarized emission through miniaturized...

 Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge  - The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES, the three largest upstream memory chip makers are headed for a more than threefold jump in combined DRAM and NAND revenue...

 Micron launches $10bn AI memory research hub  - Micron Technology is setting up a long-term U.S. research hub with a planned $10 billion investment over the next…

 Chip Industry Week In Review  - New Micron lab; chip/AI price jump; multi-die monitoring; cryo links for quantum chips; interconnect RC bottleneck; 18A win; CPO roadmap; 2 new CEOs; humanoid readiness gap; Hot Interconnects. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .

 Sleep More, Waste Less: A More Sustainable Start With FRDM-MCXC162  - Discover how FRDM-MCXC162 combines FSC-certified packaging and low-power demos for more efficient embedded design.

 萬潤7 EPS 3.52元  - 先進封裝設備廠萬潤(6187)受惠AI帶動CoWoS等先進封裝持續擴產,營運動能維持高檔,公司20 公布自結數字,7 每股稅後純益(EPS)達3.52元,較去 同期1.66元成長逾1倍。法人看好,除既有CoWoS設備持續出貨外,SoIC、CoPoS及矽光子CPO設備陸續接棒,將成為後續成長主要動能。...

 Micron Unveils Micron Research Labs, a U.S.-Based Long-Horizon Innovation Hub  - Backed by a $10 billion planned investment over the next decade, Micron Research Labs will unite academia, government, startups and industry to advance the memory and compute breakthroughs that will define the AI era. The post Micron Unveils Micron Research Labs, a U.S.-Based Long-Horizon Innovation Hub...

 Quantum technologies rush out of US labs to match China’s growth  - The Trump administration is pushing US quantum information science and technologies (QISTs) out of the lab as the first products mature, more private investment arrives, and Washington strives to match […] The post Quantum technologies rush out of US labs to match China’s growth appeared first on...

 Op-amp input filtering can cause instability without proper compensation  - It’s important to use feedback capacitors to stabilize the circuit when using a capacitive filter across the input pins of an op amp. The post Op-amp input filtering can cause instability without proper compensation appeared first on EDN .

 At 0.8 nanometers, carbon film may replace two layers in future chip wiring  - As transistors inside microchips continue to shrink, the metal wiring that connects them is becoming a growing obstacle to faster, more energy-efficient chips. Narrower wires have greater electrical resistance, while smaller ...

 Analysis: Automotive Semiconductor Industry Performance Snapshot – Q2 2026  - This report presents TechInsights’ overview of the quarterly results of semiconductor companies that lead in TechInsights' automotive semiconductor supplier rankings, as detailed in the annual Automotive Semiconductor Vendor Market Shares analysis and the related online data report, to provide perspective...

 CACI Opens Defense-Oriented Manufacturing Site in Rochester  - CACI International has opened its CACI Manufacturing Center of Excellence for Defense Electronics in the Greater Rochester, N.Y. area. The 61,000 sq ft facility boosts CACI’s manufacturing space by more than 300% and will serve as a hub for the development, test, assembly, and delivery of advanced electronic...

 Sensor detects users of smart glasses, earphones and AR/VR devices  - Vishay is sampling a fully integrated short distance VCSEL-based proximity sensor. The VCNL36829UM combines a photodiode, ASIC. 16-bit ADC, and smart dual I²C slave address in a compact 1.6 mm […] The post Sensor detects users of smart glasses, earphones and AR/VR devices appeared first on Electronics...

 Why U.S. Tech Podcasts Scale—and Taiwan’s Don’t  - Original Article By SemiVision Reserach [Reading time: 8 mins]

 MCUs strengthen security in IoT and control systems  - Standard MCUs in Toshiba’s TXZ+ Series M4V Group enhance security and data management in IoT devices and industrial control equipment. The post MCUs strengthen security in IoT and control systems appeared first on EDN .

 Andes Condor Closure Came Amid Broader Cost-Cutting Effort  - Andes Technology’s decision to close Condor was part of a broader 10-20% operational cost-cutting exercise, with Condor probably considered too expensive a bet. The post Andes Condor Closure Came Amid Broader Cost-Cutting Effort appeared first on EE Times .

 Google, Marvell Forge AI Chip and Investment Deal  - The deal may include a major AI ASIC design agreement for Google’s upcoming LPU chip

 Hybrid magnetic device enables quantum-inspired secure communication at room temperature  - MIT researchers have overcome a major challenge holding back the real-world deployment of microwave quantum technologies for advanced signal processing and secure communications.

 Single sideband radio meets LMC555 beat frequency oscillator  - This basic beat oscillator makes continuous wave keyed code and single sideband suppressed carrier signals audible. The post Single sideband radio meets LMC555 beat frequency oscillator appeared first on EDN .

 🌑 AsiaPac 
+

 Are Open Models Catching Up?  - Comparing open vs. closed models across the eras of frontier models…

 China’s AI Boom Is Making Star 50 the Stock Index That Matters  - Investors looking to track China’s hottest companies are shifting their focus away from the country’s traditional stock indexes.

 Anthropic Taps Google Chip Veteran as Part of Push Into Hardware  - Anthropic PBC has hired Amir Salek, a founder of the custom chip program at Alphabet Inc.’s Google, as the AI lab lays the groundwork for a push into making its own semiconductors.

 Co-Packaged Optics (CPO): Mapping the Market and Supply Chain Ecosystem Behind AI Datacenters  - Who is positioned to compete as co-packaged optics (CPO) scale? TechInsights maps the market, supply chain, critical bottlenecks, and vendor landscape.

 Fujifilm Expands Key Chip Material Output to Capture AI Demand  - Fujifilm Holdings Corp. is expanding production of key materials used in advanced semiconductor manufacturing to capitalize on surging demand.

 WD and Tohoku University Launch AI Data Infrastructure Lab to Accelerate the Future of AI Storage  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Joint research institute brings together industry-leading data storage expertise and world-class academic research to develop innovative technologies and cultivate...

 Intel Eyes a Memory Comeback as AI Rewrites Chip Economics  - Intel is considering a return to memory technology decades after abandoning mainstream DRAM and, more recently, selling its NAND business. Chief executive Lip-Bu Tan has argued that memory should no longer be viewed simply as a low-margin commodity. Artificial intelligence is turning bandwidth, latency...

 NPO State of the Union  - When NPO? Who NPO? Where NPO? Why NPO? Winners, losers, and more.

 IBM links cryogenic modules to scale fault-tolerant quantum computing  - IBM has connected and cooled two modular cryogenic systems in a step toward building larger fault-tolerant quantum computers.

 Dual amplifier active filters  - The frequency response of a Butterworth filter is not supposed to have any peaking. SPICE claims the contrary. The post Dual amplifier active filters appeared first on EDN .

 Why Taiwan and Japan Need Each Other in the AI Age  - Original Article By SemiVision Research [Reading time: 8 mins]

 Anthropic venture acquires Casper Studios to expand enterprise AI services  - Ode with Anthropic, an Anthropic venture arm, said it has acquired Casper Studios, a move that expands its enterprise artificial intelligence services as companies worldwide look for practical ways to deploy AI inside existing workflows. The deal underscores growing demand for partners that can turn experimentation...

 Analyst: CPO gains momentum as AI interconnect demands outpace chip gains

 Goertek reports higher revenue and profit in 1H26

 FOPLP's race to scale: Taiwan leads while three technical hurdles test mass production

 HP Korea localizes AI strategy with Upstage in healthcare, finance

 AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand

 Analyst: 2028 key year for optical interconnects in AI racks

 Apple's VR retreat deepens with rumored layoffs in its Vision team

 SK hynix weighs Japan memory fab in Miyagi, but says no investment is final

 JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

 Xiaomi's Xring O3 nears launch on TSMC N3P, testing its in-house chip strategy

 Taiwan automation shifts from hardware specs to AI platforms and open robot architectures

 Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

 TXC pivots to AI infrastructure as 1.6T optical modules surge

 Samsung holds off on High-NA EUV until 1nm production

 China's humanoid robot shipments hit 40,000 in the first half of 2026

 Nitto Denko to expand HDD baseboard capacity for AI data center demand

 China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump

 Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers

 Elice to build South Korea's first warm-water-cooled AI data center, unveils coding agent

 US ban on robot dogs clears the way for Taiwan's Swancor

 JCET hits 1.5μm TSV milestone for denser HBM and 2.5D/3D packaging

 Micron launches long-horizon research hub to push memory and AI development

 Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up

 Unitree chief says humanoid robots are not yet ready for mass real-world work

 Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter

 Alibaba rebuilds itself around AI compute, P&L shows the bill

 SK hynix outlines CPO roadmap as AI computing shifts from chips to systems

 Taiwan export orders near US$98 billion in July, with US as top buyer

 Stripe weighs US$7 billion OpenRouter deal to expand AI model routing

 800VDC adoption in AI data centers is set to reshape power chip demand

 SiFive P570 Gen 3: The Long Road to a Modern Small RISC-V Core  - SiFive’s P570 Gen 3 is a compact out-of-order RISC-V CPU IP core built for IoT, embedded Linux, and edge-AI SoCs. Bringing the P500 lineup to a modern baseline, it adds RVA23 compliance, RISC-V Vector 1.0, vector cryptography, and accelerated dot-product math. Compared to the P550, SiFive claims a 7–13%...

 Agentrys Shows You How to Build a Multi-Agent System in 30 Minutes  - Agentrys believes that a purpose-built multi-agent system for chip design shouldn’t be a quarter-long project. Agentic AI systems are becoming quite popular to cut design time and increase quality for complex chip design projects. The challenge is finding the right agentic flow for a particular application....

 Know your HBF - Are they really a big deal?  - HBF, High Bandwidth Flash, is touted to be the next big thing in the ever evolving \\

 Three Drives, One Goal: Helping You Do More with SANDISK Optimus™ SSDs  - Learn more about the SANDISK Optimus™ line of internal SSDs, purpose built for gaming, streaming, a...

 Quantum Fluctuations Break a Crystal’s Symmetry Rules  - Electronic fluctuations can act as a resonant bridge between normally separate crystal vibrations, offering a new route to study and control ferroaxial quantum states. Symmetry is a basic rule of the natural world. It explains why some objects appear the same after they are rotated, reflected, or changed...

 [News] SK hynix Unveils CPO Roadmap, Looks Beyond HBM to AI Infrastructure  - SK hynix is moving from a memory supplier to a bigger role in the AI infrastructure. According to the company, it has teamed up with leading researchers worldwide to lay out a roadmap for co-packaged optics (CPO) in the journal Nature Electronics. Notably, beyond its HBM leadership, SK hynix’s ...

 반도체는 대만의 방패가 될 수 있을까  - 안녕하세요 AMEET 기자입니다. 여러분은 혹시 '실리콘 방패'라는 말을 들어보셨나요? 2000년 크레이그 애디슨이 처음 제시한 이 이론은, 대만이 전 세계 반도체 생산의 압도...

 Invertible mapping between structured light and vector terahertz emission  - …remains challenging. Here we establish a unified framework for generating and synthesizing vectorial THz beams through coherent control of ultrafast photocurrents in semiconductors . By exploiting quantum interference between one- and two-photon excitation pathways driven by femtosecond vector beams,...

 HexSeed raises over £600,000 in early-stage funding  - Funding to be used to demonstrate diamond coating process on commercial GaN power devices and support engagement with pilot customers

 The Chip Insider®– Can’t forecast? Here’s why. SMIC's shocker  - Inside G. Dan Hutcheson’s latest analysis, rapid changes in AI and the global chip industry are making market forecasts increasingly difficult.

 Micron and the Myth of American Memory  - [Opinion] A rush to patriotism could be the undoing of America's last remaining memory hope

 Starlink Keeps Expanding  - As of August 2026, Starlink covered almost all of South America and had launched official service in more than 25 African countries. Starlink recently launched in countries Bolivia, the Democratic […] The post Starlink Keeps Expanding appeared first on Electronics Weekly .