lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 Americas 
+

↺68h Wolfspeed,-67% miss 🔴

↺75h Analog Devices3.6% beat 🟢

 Semi. Fabs and Clean Rooms
5¾h ago: Recent X posts highlight ongoing fab construction and capacity expansions by SK Hynix, Micron, Samsung, TSMC, and Intel, driven by AI/memory demand. Key themes include staged cleanroom equipping, rising build costs, yield improvements at Intel, and TSMC's massive Arizona scaling to $265B with multiple fabs. Companies are exercising caution in tooling commitments due to long lead times (12-24 months) to avoid overcapacity.

52m: The Master of the Margin Call: How Ken Griffin Turned an AI Meltdown into a $4 Billion Masterclass

97m: Electrode Sensor Modules Market Forecast to 2035: Growth Driven by Automation and Semiconductor Demand - News and Statistics

1¾h: TSMC's 2-nanometer chip offers 10% speedup, but iPhone rumors focus on colors: what really matters in chips

2½h: Foam Suppressants Market Growth Driven by Semiconductor Fab Expansion Through 2035 - News and Statistics

2¾h: Pump Motor Mounting Brackets Market Growth to 2035 Driven by Semiconductor Fab Expansion - News and Statistics

3½h: Drying Containers for Components Market to Reach 193 Index by 2035 on Semiconductor Fab Capacity Additions

3¾h: Moisture-Vapor-Transmitting Laminate Market to Reach 190 Index by 2035 on Semiconductor Packaging Demand

4h: Teflon-Coated Sampling Probes Market Growth to 2035 Driven by Semiconductor Fab Expansion - News and Statistics

4h: Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Outperform Nvidia Over the Next 3 Years

4½h: Why Navitas Semiconductor Stock Sank This Week

5h: Citric Acid Retarders Market Semiconductor Fab Demand Drives 6.8% CAGR to 2035 - News and Statistics

5h: Rubber Pipe Linings Market Growth to 2035 Driven by Semiconductor Fabrication Demand - News and Statistics

5¼h: Nitrogen Purity Meters Market Forecast Points Higher Toward 2035 on Semiconductor Demand - News and Statistics

5¼h: ASM stock holds strong as semiconductor demand supports outlook

5¼h: Chinese Tech Firms' Massive Stock Grants: Retaining Talent in Semiconductor and AI Sectors - News and Statistics

5¼h: 3 Semiconductor Stocks to Buy Before August Ends

5¾h: Ieq Capital LLC Purchases New Stake in Analog Devices, Inc. $ADI

5¾h: Aluminum Oxide White Pigment Market to Reach 1.9M Tons by 2035 on Semiconductor CMP Slurry Demand

6½h: Prediction: Taiwan Semiconductor Stock Will Reach a Fresh High Before 2026 Ends

6¾h: Samsung Raises Chipmaking Prices by Up to 15% as AI Demand Tightens Capacity

7¾h: Advanced Micro Devices, Inc. $AMD Holdings Raised by Hanseatic Management Services Inc.

8¼h: ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build

8½h: PM Modi inaugurates Micron Technology’s Semiconductor plant at Sanand in Gujarat

8½h: B. Metzler seel. Sohn & Co. AG Invests $6.18 Million in Synopsys, Inc. $SNPS

8½h: Allworth Financial LP Buys New Stake in Analog Devices, Inc. $ADI

8¾h: PM Modi lays foundation stone of a semiconductor manufacturing unit in Uttar Pradesh

8¾h: Advisors Capital Management LLC Invests $3.42 Million in Analog Devices, Inc. $ADI

 TR46: AI Mandate of Heaven 2026  - TR46: AI Mandate of Heaven 2026 So it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.

 Weak demand hits Korea’s niche loans  - Weak demand hits Korea’s niche loans Loans backed by churches, frozen seafood and cattle are losing momentum as Korea’s domestic economy weakens. 8/21/2026 - 11:17 PM News Team

 Why Hong Kong’s SK Hynix fund stayed at full leverage amid market volatility  - The chip fund maintained peak exposure as shares plunged, underscoring risks before regulators rolled out new flexible leverage rules

 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...

 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.

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

 Computational Methods of Wave Propagation for Semiclassical Models of High Harmonic Generation in Bulk Solids  - …for self consistent treatment of nonlinear light-matter interactions in the ultra-fast strong-field regime based on numerical solution of Maxwell's equations and semiconductor Bloch equations. This framework is shown to describe high-order harmonic generation and propagation in bulk…

 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.

 Qnity Accelerates Advanced Node Materials Innovation with Next-Generation KLA Inspection Capabilities  - Investment sharpens process control from materials development through manufacturing. The post Qnity Accelerates Advanced Node Materials Innovation with Next-Generation KLA Inspection Capabilities appeared first on Semiconductor Digest .

 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,...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 Cloverleaf deal is latest example of Nvidia using its war chest to patch cracks in the AI bubble  - Nv's new chips need new datacenters, but you can't have bit barns without power

 Analysis: Power SiC Capacity and Technology Roadmaps  - This report examines how the SiC power semiconductor industry is transitioning from a period of supply constraints and aggressive expansion to one defined by excess capacity, pricing pressure, and growing competition. It analyzes the complete SiC value chain, from crystal growth and wafer manufacturing...

 Manz Asia says yield is key to glass core mass production  - As AI chips continue to grow in size, the shift in advanced packaging from 300 mm wafers to square panels is becoming clearer, driving parallel development of new packaging technologies including FOPLP, CoPoS, and Glass Core. Manz Asia general manager Robert Lin said yield will determine whether Glass...

 Nordson Test & Inspection Opens Center of Excellence  - New multi-purpose facility showcases company’s industry-leading semiconductor and SMT inspection and metrology offerings and serves as a specialized demonstration, training and testing center. The post Nordson Test & Inspection Opens Center of Excellence appeared first on Semiconductor Digest ....

 Choo Mi-ae Confronts Lee Jae Myung's Fiscal Legacy  - As tax revenues increased due to the semiconductor boom, the president’s spending grew even larger.

 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.

 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.

 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

 Samsung Electronics poised for $72bn shareholder return program  - Proposal comes as rival SK Hynix plans massive share buyback program

 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 .

 Technical Report: Sony IMX611 d-ToF Device Essentials Folder  - The Sony IMX611 is a direct time-of-flight (ToF) light detection and ranging (LiDAR) sensor primarily designed for smartphone applications. This report provides an extended insight into the structure of the Sony IMX611 stacked BI d-ToF SPAD die. The analysis provides foundry identification, details of...

 The Fab Is Not the Finish Line  - AI may close the design. The fab may finish the silicon. Production still has to realize the system.

 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...

 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...

 🌑 EMEA 
+

 Silicon photonics and co-packaged optics: what is inside the box?  - Intel 2017 CWDM silicon photonics transceiver, photo taken by @sokol_cc I believe I have convinced at least a dozen ish people to buy this intel transc...

 YMTC Seeks 33 Billion Yuan IPO to Fund Production, R&D  - The fundraising scale ranks as the third-largest in the history of the Star Market, following CXMT and Semiconductor Manufacturing International Corporation (SMIC), the largest Chinese foundry company.

 Pay, perks, equity: China’s AI, chip firms lead way in offering rewards to lock in talent  - Companies are rolling out an unprecedented wave of stock grants amid fierce domestic headhunting and an intensifying US-China tech race

 SpaceX Is Hiring in Natural Gas Trading for Energy Needs  - Elon Musk’s SpaceX is hiring a trader to build and lead a natural gas trading team to support the space flight company’s growing fuel and power needs.

 AMD Is No Longer Just a Chip Company: How Its Full-Stack AI Strategy Is Taking Shape  - Original Article By SemiVision Research [Reading time: 11 mins]

 顯卡還要再漲價?GPU、VRAM同步喊缺 量縮價漲效應恐加劇  - 顯示卡GPU、VRAM供貨下半 恐進一步轉趨吃緊、難紓緩,第三季產品ASP(平均售價)連兩漲後,顯卡廠已醞釀下一波調漲。其中,主流價格帶的顯卡產品如RTX 5050系列,及自6 下旬後重新上市的RTX 3060系列顯卡價格漲幅明顯擴大,整體顯卡可供量本季估將再收斂至少兩成,使得ASP持續上行,量縮價漲效應將加劇。...

 AMD grabs more CPU share while pricier PCs punish desktop demand  - Mercury Research blames costly memory and scarce GPUs for 20% processor shipment slide

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

 Podcast EP362: An atomic layer in compute. A discussion of what can be built as graphene photonics scales with Cedric Huyghebaert  - Daniel is joined by Dr. Cedric Huyghebaert, CTO of Black Semiconductor. Cedric is one of the world’s leading experts in the development and integration of 2D materials, particularly graphene, into industrial semiconductor manufacturing. With a PhD in Physics from KU Leuven and over 25 years at imec,...

 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.

 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 .

 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.

 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 ...

 Insight: Tier IV Joins JST’s Program for Open-Source Design Assets in AI and Autonomous Driving  - This TechInsights report assesses Tier IV’s participation in the Japan Science and Technology Agency (JST)-led open-source Artificial Intelligence (AI) chip design program and its potential impact on autonomous driving Systems-on-Chips (SoCs). It argues that while NVIDIA and proprietary silicon platforms...

 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...


*You* underestimate the power of faith. -Princess Irulan