Semi. Fabs and Clean Rooms -2½h ago: Samsung C&T reported strong Q2 earnings from its Hi-Tech semiconductor fab construction business amid AI demand. TSMC customers are co-funding fab builds, with 5nm capacity ample while 3nm is tighter. India has 12 approved projects with three ATMP/OSAT units already producing, though the Tata PSMC wafer fab is delayed to mid-2028. Cleanroom and fab construction timelines remain multi-year challenges.
CEO Interview with Leon Lauritsen of Aras - Leon Lauritsen is the CEO of Aras, a leading provider of digital thread solutions for product lifecycle management and engineering AI. He joined the company in 2022 through the acquisition of Minerva PLM, where he had been for over 20 years. While at Minerva, Leon led sales and marketing globally and...
Scientists Reprogram How Light Travels in Just 74 Femtoseconds - An ultrathin silicon surface can steer and reshape light in just 74 femtoseconds, opening a path toward a new generation of high-speed optical technology. A pulse of light can cross the width of a human hair in roughly 74 femtoseconds. In that same vanishingly brief interval, a new device developed at...
Scanning Acoustic Microscopy (SAM) for Semiconductor Failure Analysis - Scanning Acoustic Microscopy (SAM) is a non-destructive imaging technique widely used in semiconductor failure analysis to inspect structures and interfaces hidden inside IC packages. Unlike optical microscopy, which relies on visible light, or X-ray inspection, which relies primarily on differences in...
Jeju Semiconductor Second-Quarter Operating Profit Jumps 2,745% - Jeju Semiconductor Corp. reported second-quarter revenue of about 290 billion won and operating profit of about 120 billion won. The figures increased about 467% and 2,745%, respectively, from a year earlier. The company’s official English name is Jeju Semiconductor Corp.According to Jeju Semiconduc...
Analysis: End-User Capex Continues Boosting Chip Demand - Foxconn reported Q2 profit of TWD $59.97 billion, up 35% YoY, with cloud and networking products accounting for more than 50% of revenue. This report accompanies the Industry Performance Data Table.
Technical Report: OmniVision OV52A Exploratory Analysis - This report presents a Device Essentials Plus (DEP) exploratory analysis of the OmniVision OV52A CMOS image sensor (CIS) extracted from the OPPO Find X9 Ultra rear periscope-telephoto camera. The OV52A is a 200 MP resolution, 0.61 µm pixel pitch, stacked back-illuminated (BI) CIS for mobile applications....
AI product cycle lifts Chroma test demand - AI is sharply increasing demand for test and measurement equipment, turning it from a cost-cutting support tool into a must-have, said Chroma president I-Shih Tseng. He said he expects the industry boom to outlast a short-term investment wave and that second-half 2026 operations will outperform the first...
Build Your Own DRAM Supply Model - Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
Chip Suppliers Need a Carbon Strategy - While federal mandates on assured greenhouse gas reporting have stalled, California’s SB 253 is now in effect, requiring billion-dollar corporations doing business in the state to transition rapidly to rigorous, auditable greenhouse gas reporting. This mandate triggers a "domino effect" upstream, forcing...
Modi pledges more chip plants, mass AI training, and an export push in Independence Day address - Prime Minister Narendra Modi used India's 80th Independence Day address from the Red Fort on August 15 to tie semiconductor manufacturing, artificial intelligence training, and trade policy into a single self-reliance push, framing all three as building blocks toward a "Viksit Bharat," or developed India,...
IC Short Circuit Failure Analysis | Locate Semiconductor Shorts - IC short circuit failure analysis is the process of determining where an unintended electrical connection exists inside a semiconductor device, package or interconnect structure and identifying the physical defect that created the short. A short circuit may initially appear only as excessive supply current,...
RISC-V : What Really Matters - Readers may have seen the recent post from Dmitri Grinberg RISC-V: They Should Have Known Better which sets out, at some length, his criticisms of the ISA.
China Aid for Key Sectors Can Feed Trade Tensions, ECB Blog Says - Chinese subsidies for strategic industries are boosting exports in those areas, according to European Central Bank research that adds to an intensifying debate among the region’s policymakers about such practices.
Scientists Steer Infrared Light Through an “Invisible” Waveguide - The discovery could advance integrated photonics, on-chip optical signal transmission, and future quantum technologies. A nanoscale gold antenna placed on a crystal can send infrared light along one narrow route, even though no physical waveguide has been carved into the material. Researchers at the 4th...
