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 🌘 🇺🇸 Americas 
🇨🇦  ---  🌑

↺6d Microchip Techn…3.4% beat 🟢

7d Wolfspeed,

6¾d Analog Devices

↺44m Coherent

↺25h Lumentum-88% miss 🔴

 Boost Front-End SoC Design With Defacto’s AI-Powered Tool  - Front-end SoC design has always been a balancing act between speed, accuracy, and the large amount of manual work required to get RTL, IPs, and collaterals to be aligned. In a recent webinar, Defacto CEO and founder Chouki Aktouf joined by product manager Valentin Boyer, walked through how the company...

 Solidigm Joins Bloomberg Intelligence Podcast: How Storage Disrupts the AI Value and Economics Stack  - Co-CEO Xin Guo talks NAND supply dynamics, the rise of the KV cache, and why storage has become a day-zero design decision for AI infrastructure.

 The Chip Insider®– Why Test is Outpacing WFE  - Inside G. Dan Hutcheson’s latest analysis, the AI-driven shift from consumer electronics to advanced computing reveals why semiconductor test is outpacing WFE and reshaping industry economics.

 Lam Research and NY Creates Team Up to Enable Training of University Students for the Semiconductor Workforce  - View Lam Research News Release Here Lam’s Semiverse® Solutions virtual fabrication platform expected to provide hands-on chip fabrication training for engineering students across NY Creates’ workforce development network News Summary Lam Research and NY Creates will collaborate to advance semiconductor...

 SK hynix to mark groundbreaking of Indiana fab, possible Chey-Huang meeting draws attention  - SK hynix to mark groundbreaking of Indiana fab, possible Chey-Huang meeting draws attention The chipmaker will celebrate the construction of its $3.87 billion Indiana plant as speculation grows over a appearance by the SK and Nvidia chiefs. 8/12/2026 - 06:13 AM News Team

 Sony-TSMC $4.7B Deal Helps Thwart Samsung, Analysts Say  - Sony and TSMC have joined forces to counter Samsung's growing presence in smartphone image sensors, particularly for Apple. The post Sony-TSMC $4.7B Deal Helps Thwart Samsung, Analysts Say appeared first on EE Times .

 Big Cloud is poised to corner the market for enterprise hardware  - AI gave hyperscalers first dibs on scarce kit, and business buyers may have little choice but to rent it back

 DACRI: Decision-Aware Causal Intervention Ranking for Critical Supply Chains  - …Relative to a full-information train-selected static benchmark, LambdaMART improves median normalized net value by 5.7--16.2\%, with paired statistical support on the semiconductor and critical-material archetypes but not on digital infrastructure. On digital infrastructure, a domain-informed constant-buffer...

 Where Korea’s economy will be won in the AI era (KOR)  - Where Korea’s economy will be won in the AI era (KOR) Korea’s AI strategy overweights chips and data centers, and says productivity, talent and manufacturing-based AI will decide the country’s future. 8/11/2026 - 08:59 PM Opinion Desk

 Temperature Does Not Only Age Hardware — It Moves the System  - Temperature is often treated as a reliability clock.

 China drinks twice as much beer as USA  - China is the world’s leading producer of beer, according to the latest BarthHaas Report. In 2025, the country’s output stood at 354 million hectolitres of beer. A hectolitre is equivalent […] The post China drinks twice as much beer as USA appeared first on Electronics Weekly .

 Nvidia targets $500B AI compute financing push  - Nvidia is teaming up with six of the world’s biggest investment groups to create financing platforms aimed at channeling…

 Two Moonshots, One Paradigm Shift  - TeraFab, Rapidus, and the Unbundling of the Foundry Model

 Google Pixel 11 Analysis | Upcoming Teardown  - Every Pixel launch resets expectations for the rest of the Android market. Get the full Pixel 10 teardown now and see the BOM, component sourcing, and design choices the Pixel 11 must top.

 Analog uncertainty-aware design: How it replaces Monte Carlo with certifiable yield intelligence  - Sparse polynomial chaos, non-Gaussian copulas, and Sobol-guided optimization as the new control surface of analog IC design. The post Analog uncertainty-aware design: How it replaces Monte Carlo with certifiable yield intelligence appeared first on EDN .

 TDK vibration-resistant axial capacitors for 125 V  - Addressing what it sees as increasing demand for compact and high-ripple-current DC-link capacitor banks, TDK is expanding its axial/soldering star-aluminium electrolytic capacitor lineup. This is both adding 125 V-rated components […] The post TDK vibration-resistant axial capacitors for 125 V appeared...

 Border patrol deploys heat-sensing drones to track animals infected with screwworms  - Because the US southern border is practically protected against illegal immigration, agents and drones are free to track screwworm infections

 Korea to enact special law speeding semiconductor, AI megaprojects  - Korea to enact special law speeding semiconductor, AI megaprojects The presidential office aims to pass a mega special zones law this year to fast-track approvals, infrastructure and incentives for semiconductor, physical AI and AI data center investments. 8/10/2026 - 08:34 AM News Team

 [News] Samsung Reportedly Eyes High-NA EUV for 1nm around 2030 as TSMC Also Takes a Cautious Approach  - Samsung is advancing its next-generation lithography roadmap. According to ZDNet, the company is targeting its 1nm process, expected to enter mass production around 2030, for the adoption of High-Numerical Aperture (High-NA) EUV. Citing ChangMin Park, a Master and senior technology expert at Samsung......

 LX Semicon Begins Supplying Automotive MCUs to Hyundai Motor and Kia  - LX Semicon has begun supplying automotive semiconductors to Hyundai Motor and Kia, marking the first major achievement from a new business initiative launched four years ago to diversify beyond display driver ICs (DDIs).The company said on Aug. 10 that it has been supplying its automotive microcontr

 Failure Analysis HW Enables System-Level Debug For 3D ICs (Google, TU Delft)  - Researchers from Google and Delft University of Technology published a technical paper titled “Innovative FA Hardware Solution to Enable System-Level Debug of 3D ICs.” Abstract Excerpt: “This paper presents a novel Failure Analysis (FA) hardware and sample preparation solution that enables System-Level...

 Why OpenAI is paying robotics engineers up to $325k  - As AI moves from screens to robots, demand is surging for engineers who can connect sensors, actuators and foundation models.

 Semiconductor Failure Analysis Process: From Failure to Root Cause  - When a semiconductor device fails, the visible damage is not necessarily the root cause. A damaged metal line, cracked package, leaking transistor or burned bond wire may be the final result of a sequence of events rather than the original problem. The purpose of the semiconductor failure analysis process...

 Musk hints at free-electron laser EUV source tech for Terafab  - Terafab, the joint chipmaking venture by SpaceX and Tesla, may adopt free-electron lasers (FELs) to produce EUV light rather than the laser-produced plasma sources currently employed by ASML.

 Lane Electronics distributing Cinch-Fibreco JCON series beam adapters  - The newly released Cinch-Fibreco JCON series, the JCON Junior Bulkhead Expanded Beam Adapter, is now available from Lane Electronics. The design of the adaptor is to simplify panel-mount fibre-optic connectivity […] The post Lane Electronics distributing Cinch-Fibreco JCON series beam adapters appeared...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

↺6¾d Foxconn Technol…-33% miss 🔴

↺6¾d Nuvoton Technol…-49% miss 🔴

28h Innolux

 Build infrastructure first for Honam chip fabs  - Build infrastructure first for Honam chip fabs The government’s 2029 fab target hinges on building power, water and transport networks before construction begins. 8/12/2026 - 11:01 AM Opinion Desk

 Fund backed by China memory giant YMTC invests in push for alternative chipmaking route  - Guangzhou-based SOI Micro is developing a low-power logic process aimed at easing reliance on overseas technology while strengthening domestic chip capabilities

 Chips Act 2.0. Part 1: Europe’s second semiconductor push  - The EU’s first Chips Act was sold with a simple ambition: strengthen Europe’s semiconductor industry and raise its share of…

 Never Trust, Always Verify: How Zero-Trust Architecture Is Reshaping Semiconductor Manufacturing  - The old model of fab security — a hardened perimeter separating trusted insiders from untrusted outsiders — has collapsed The post Never Trust, Always Verify: How Zero-Trust Architecture Is Reshaping Semiconductor Manufacturing appeared first on Semiconductor Digest .

 Record high wafer shipments. Can fabs keep pace?  - While fabs continue to expand 300-mm capacity, industry's next challenge is ensuring that materials, packaging, and logistics can keep pace. The post Record high wafer shipments. Can fabs keep pace? appeared first on EDN .

 DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity  - DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with industry reports saying the company plans another round of price increases in the second half of 2026.

 OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

 OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1

 OCP APAC 2026: Ecosystem not yet ready for co-packaged optics, ASE's Nicole Tien warns

 Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

 Column: AI jailbreak incident highlights fresh demand for supply-chain resilience

 OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale

 Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout

 SpaceXAI launches Grok Bot as AI agent race shifts toward autonomous work

 Supermicro defends margin outlook and order quality amid analyst scrutiny

 Memory giants hold $38 billion in customer guarantees as buyer leverage seen returning by 2029

 Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs

 OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack

 OCP APAC 2026: Microsoft leans on Taiwan supply chain for 'silicon-to-systems' AI buildout

 MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

 Intel's Israel fab stirs back to life, but case for 14A remains unconfirmed

 Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

 SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

 FocalTech expects demand to improve in the second half of 2026

 OCP APAC 2026: Applied Materials exec calls for hardware co-optimization to solve AI power crisis

 Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

 CXMT DDR5 yield tops 90%, narrowing gap with Samsung

 OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

 OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production: 'cannot release something just because it's cool'

 ASMPT Names New CEO  - Bassel Haddad has been named group CEO and executive director of ASMPT, a supplier of equipment for the packaging industry

 矽品斗六新廠動土 斥資千億、導入CoWoS 打造全球AI先進封測關鍵引擎  - AI先進封裝戰火升溫,矽品精密擴產火力全開! 光投控旗下矽品11 宣布,斥資近千億元打造的雲林斗六新廠正式動土,占地6公頃,將導入CoWoS先進封裝製程,第一期預計2028 啟用。矽品近兩 投資金額已達2,000億元,展現搶攻AI與高效能運算(HPC)先進封裝商機的企圖心。...

 Why does SK Hynix want to sell its chip facility in southwest China?  - The South Korean chipmaker wants to pivot towards the high-margin AI memory sector, but analysts warn any sale would face valuation hurdles

 Agentic AI, Multi‑Physics, and Standards Will Redefine Chips Design  - Agentic AI, brutal physics bottlenecks, and standards are remaking chip design from silicon to systems. The post Agentic AI, Multi‑Physics, and Standards Will Redefine Chips Design appeared first on EE Times .

 Presidential office ducks leadership on 52-hour workweek dispute  - Presidential office ducks leadership on 52-hour workweek dispute The presidential office is undercutting its semiconductor push by avoiding making a clear decision on 52-hour workweek exemptions for megaprojects. 8/11/2026 - 11:01 AM Opinion Desk

 Apple, CXMT, and the Coming Repricing of the Global DRAM Market  - Original Article By SemiVision Research [Reading time: 8 mins]

 The Interoperability Illusion: The True Test for Smart Utilities and Cities  - Wi-SUN Alliance's Phil Beecher makes a pointed distinction: standards compliance and real-world interoperability are not the same thing. The post The Interoperability Illusion: The True Test for Smart Utilities and Cities appeared first on Semiconductor Digest .

 Intel upsizes stock sale to $20B with spending plans still fuzzy  - Semiconductor giant says opaquely it will use the proceeds for 'general corporate purposes'

 삼성전자, 1나노부터 고개구율 EUV 기술 적용  - 삼성전자가 이르면 오는 2030년께 상용화될 1나노미터(nm) 공정부터 노광 기술 혁신에 나선다. 차세대 극자외선(EUV) 기술인 '고개구율(High-NA) EUV'를 1나노에...

 Nanya set to become ASML’s newest EUV customer  - Taiwanese memory maker Nanya Technology is preparing to join the group of chipmakers using EUV lithography, giving ASML another customer for its flagship exposure systems.

 Lee calls for flexible, humble mindset in tax reform and ministerial debate on 'megaprojects'  - Lee calls for flexible, humble mindset in tax reform and ministerial debate on 'megaprojects' In a Cabinet meeting, the president said that policies need to be hashed out with consideration for public opinion while addressing a slew of pressing issues. 8/11/2026 - 04:42 AM News Team

 Smartphone margin squeeze  - Memory will account for 34% of the BoM for an iPhone18, estimates TrendForce, compared to only 10% for last year’s iPhone 17. In H127 it will account for 42% of […] The post Smartphone margin squeeze appeared first on Electronics Weekly .

 Amkor Is Said to Explore Stake Sale in $1.5 Billion China Unit  - Amkor Technology Inc., a provider of outsourced semiconductor assembly and testing services, is considering options including selling a stake in its China business, according to people with knowledge of the matter.

 Silicon Photonics Qualification and Reliability Requirements  - (Rezaie) -- co-packaged optics, chiplets, assemblies, heterogeneous integration, service life, JEDEC ...

 DAC 2026 Wrap-Up: AI-Powered Engineering Moves from Vision to Workflow Reality  - Explore Cadence IP Every year, Design Automation Conference (DAC) brings big announcements, packed demos, and deep technical conversations—and this year at DAC 2026, the inflection point was AI moving from point-task assistance to workflow-level autonomy. Across a week of high-energy …

 Why AI Adoption in Materials R&D Depends More on People Than Technology  - The technology works. The organization has to catch up. The post Why AI Adoption in Materials R&D Depends More on People Than Technology appeared first on EE Times .

 Conference Report: System Level Thinking Needed in AI Era  - Progress on Perf/Watt and Perf/TCO now depends on co-optimizing compute, memory, and interconnect as a system, not as separate scaling problems The post Conference Report: System Level Thinking Needed in AI Era appeared first on Semiconductor Digest .

 The Hardest Computing Problem Ever, According to Arm's Physical AI Chief  - Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital side's compute.

 The Formation of AI Chaebols  - Cloudnomics is Evolving from From Circular Deals to Chaebols

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

↺44m Jenoptik

 Everspin Technologies Appoints Vikas Choudhary to Board of Directors  - Semiconductor executive brings more than 30 years of experience and a buyer-side perspective on data center and AI infrastructure CHANDLER, Ariz.--(BUSINESS WIRE)--Aug. 12, 2026-- …

 Comparing Intel EMIB and Intel Foveros  - Intel EMIB and Intel Foveros are advanced semiconductor-packaging technologies designed to combine multiple silicon dies, or chiplets, within one processor package. Both support heterogeneous integration: manufacturers can build different functions using the process technology best suited to each one,...

 Kioxia and Sandisk Unveil New High-Performance QLC 3D Flash Memory Technology Designed for AI and Data-Intensive Applications  - Kioxia and Sandisk today unveiled their new 9th-generation, high-performance 2Tb QLC 3D flash memor...

 TI advances next-generation industrial systems with the first commercially available CAN XL transceiver  - New TCAN6062 CAN XL transceiver delivers the highest bandwidth and largest payload of any CAN-based network while preserving the advantages of proven CAN protocols

 Intel may be heading back to memory  - Intel CEO Lip-Bu Tan (pictured) is teasing a return for Intel to the memory market.  ”I used to be, ‘do not invest in memory because it is a kind of […] The post Intel may be heading back to memory appeared first on Electronics Weekly .

 AMD on Agentic CPUs, and Why There's No One Size Fits All  - Listen now | Madhu Rangarajan, Corporate VP at AMD, on why the agent era is a CPU buildout, and why the workloads under the \\

 OpenLight and Tower expand PH18DA photonics ecosystem to accelerate photonic IC development  - OpenLight’s PDK available on Cadence’s EDA tools, enabling PIC development on Tower’s PH18DA InP-on-silicon photonics platform

 An energy storage device designed to be recycled  - Smartwatches, phones and even some drones rely on lightweight, rechargeable energy storage systems. Once those devices wear out, many end up as electronic waste. Now, researchers reporting in ACS Energy Letters have developed ...

 Astrolight, ATMOS Space Cargo sign MoU for in-flight laser comms  - Astrolight and ATMOS Space Cargo have signed an MoU (memorandum of understanding) to jointly demonstrate what they describe as the first in-flight optical communications link between a re-entry spacecraft and […] The post Astrolight, ATMOS Space Cargo sign MoU for in-flight laser comms appeared first...

 Sony, TSMC Form CMOS Image Sensor JV  - Sony will design the image sensors. The venture will use TSMC’s process

 Narrative: Global Smartphone Vendor and OS Market Share by Region – Q2 2026  - Global smartphone shipments fell 7.4% year-on-year in Q2 2026, more than three times the rate of decline recorded in Q1. The Q1 story was an entry-level squeeze. Q2 is broader: OPPO, a mid-tier vendor, swung to a double-digit YoY decline, and Honor’s Q1 claim that geographic diversification had insulated...

 Lumentum Q4 FY26 Earnings  - Massive alpha in plain sight... poorly explained by management.

 What Are DDR5 DIMM Chipsets? The Complete Guide To RCDs, PMICs, SPD Hubs and More  - How DDR5 DIMM chipsets work, why they matter, how they build upon DDR5 technology, and how emerging module architectures are extending memory bandwidth. The post What Are DDR5 DIMM Chipsets? The Complete Guide To RCDs, PMICs, SPD Hubs and More appeared first on Semiconductor Engineering .

 OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development  - The PH18DA ecosystem brings together OpenLight’s photonics IP, Tower’s process and manufacturing expertise, and Cadence’s leading EDA tools. The post OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development appeared first on Semiconductor Digest ....

 System Check: What are your thoughts about quantum computing?  - System check! We would like to know how you feel about quantum computing? Is the technology relevant in your…

 Global semiconductor market doubles in H1 2026  - The global semiconductor market generated 702 billion US dollars in revenue during the first half of 2026, more than doubling compared with the same period a year earlier, according to the latest figures from the World Semiconductor Trade Statistics organization.

 Agentrys Launches Agentic Design Automation at DAC 2026  - There were many new agentic design flows introduced at DAC this year. Some from mainstream providers and others from new startups. The increased level of activity around this technology was good to see. Most of the approaches presented at the conference were targeting specific parts of the flow. Verification...

 AI Hardware’s Next Frontier Is Integration  - The LID World Summit 2026 showed why AI progress now depends on system-level advances in memory, packaging, photonics, and power. The post AI Hardware’s Next Frontier Is Integration appeared first on EE Times .

 Intel Announces Upsize and Pricing of $20 Billion Common Stock Offering  - Intel today announced the pricing of its previously announced registered public offering of common stock. The offering is expected to close on August 12, 2026, subject to customary closing conditions.

 Exports by 10 top firms jumps in Q2 to claim 55.3% of all outbound shipments  - Exports by 10 top firms jumps in Q2 to claim 55.3% of all outbound shipments The increase was driven by orders for technology products, including chips, as total exports soared 57.3 percent on year. 8/11/2026 - 02:04 AM

 AI Materials Discovery Startup Emerges  - Discovered Materials is building AI agents capable of discovering new materials for chips

 [News] Microsoft Eyes Maia 300 Launch in Sep., Reportedly Seeks 300K TSMC Capacity as Google, AWS Race Ahead  - As Google reportedly targets an aggressive 12–15 million TPUs by 2028, Microsoft is also stepping up its in-house AI chip push, with TSMC poised to benefit. Reuters, citing The Information, reports that Microsoft could unveil its next-generation Maia 300 as early as September and is in talks with ......

 Europe Needs Government Support For Data Processing  - The need for Government support in Europe for automatic data processing was stressed by Mr. B. A. Maynard, of Cooper Brothers, when he spoke on Monday about the DEEC report […] The post Europe Needs Government Support For Data Processing appeared first on Electronics Weekly .

 Synopsys and Intel Foundry Enable System-Level Design on Intel 14A  - Synopsys and Intel Foundry are expanding their collaboration to accelerate customer adoption of Intel 14A, connecting advanced process technology with production-ready electronic design automation, silicon intellectual property, multiphysics analysis, and multi-die integration. Announced at the 2026 DAC...

 Baillie Gifford’s McPadden Backs TSMC, SK Hynix Over China Chips  - Baillie Gifford & Co.’s Paulina McPadden said companies like Taiwan Semiconductor Manufacturing Co. and SK Hynix Inc. hold near-monopoly positions in advanced chip manufacturing that China will struggle to match, even as Beijing mobilizes its stock and bond market to fund its AI ambitions.

 Graphene-powered soft lens could pave the way for smarter glasses, cameras and medical devices  - The ability to change focus instantly is something most people take for granted. Every day, our eyes effortlessly switch between reading a book, recognizing a face across the room or watching a bird fly overhead. Replicating ...

 Six Five Pod Ep. 314: TerraFab, Memory's Comeback, and the Custom Silicon Debate  - Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for “The Flip” over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode...

 Exclusive: AI Server Growth Rebounds After Months of Weakness, CASCI Data Shows  - [CASCI] Passive parts & server assembly hot as shortages of non-memory components start to bite