Semi. Fabs and Clean Rooms 25m ago: Late August 2026 posts emphasize HBM capacity bottlenecks with fab capacity contracted through 2027. New DRAM wafer capacity takes 18+ months. HBM uses ~3x more silicon than DDR due to TSVs and stacking. Wafer-fab equipment bookings up 22% on advanced packaging. Goldman Sachs raised WFE to $150B for 2026. Hybrid bonding and custom HBM base dies advancing at SK hynix and Samsung.
This Grain-of-Rice-Sized “Rainbow” Chip Could Transform 6G Communications - A tiny chip that produces a precisely organized “rainbow” of light could help enable faster, higher-capacity 6G communications and more precise timing for quantum technologies. A microchip about the size of a grain of rice can generate a carefully ordered spectrum of light and convert it into multiple...
TP-Link’s Tapo P125: A smart plug with an Apple HomeKit vibe - Does added Apple smart home protocol support necessitate hardware augmentation and upgrade, or do firmware-delivered feature updates suffice? The post TP-Link’s Tapo P125: A smart plug with an Apple HomeKit vibe appeared first on EDN .
The evaluation problem: how to avoid knowledge debt - Jan Bosch addresses a major challenge put to his claim that as AI gets good at generating software, the durable artifact stops being code and becomes contract-and-evaluation.
Korea plans 820 trillion won 'super budget' focused on AI and youth - Korea plans 820 trillion won 'super budget' focused on AI and youth The government plans more than 820 trillion won in 2027 spending, funded by semiconductor-driven tax gains and focused on AI, regional growth and family support. 8/24/2026 - 12:49 AM News Team
Don't spend all the semiconductor tax windfall - Don't spend all the semiconductor tax windfall Korea's semiconductor tax windfall should build long-term resilience, not fuel unchecked spending and fiscal-policy conflict. 8/23/2026 - 11:01 AM Opinion Desk
BOK expected to raise 2026 growth outlook to over 3% - BOK expected to raise 2026 growth outlook to over 3% Economists expect the Bank of Korea to lift its growth forecast for this year due to increasing semiconductor exports and domestic demand. 8/23/2026 - 12:02 AM
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Samsung SDI cashes out Samsung Display stake to fund battery expansion - Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part of its affiliate holding into cash as it prepares to invest in future battery businesses.
Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back - Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's...
Avestra: Agentic AI for SystemVerilog Assertion Generation - Modern ASIC, SoC, CPU, and GPU development depends on verification processes that detect subtle functional defects before tapeout. SystemVerilog Assertions (SVA) are particularly important because they encode temporal design intent: how signals, states, and transactions must behave across clock cycles....
Synopsys Cloud at DAC 2026 - Cloud-based EDA has been around for awhile now, so at #DAC2026 I met with Vikram Bhatia, Executive Director of Synopsys Cloud to see what’s new with their offering. His background includes stints at Sun, IBM, Microsoft, HP, Oracle and NetApp. The Synopsys Cloud FlexEDA lets designs teams run their EDA...
Clas-SiC Wafer Fab gets Scottish Enterprise Capital Grant - Clas-SiC Wafer Fab, the Scottish compound semiconductor startup, has been awarded £1.9 million under Scottish Enterprise’s Capital Grant scheme. “This investment is important as it helps accelerate our next generation […] The post Clas-SiC Wafer Fab gets Scottish Enterprise Capital Grant appeared...
[News] Hot Chips 2026: Samsung’s zHBM Claims 70% Power-Efficiency Gain; SK hynix Evaluates Intel EMIB - South Korean memory giants Samsung and SK hynix took different routes at Hot Chips 2026 in showcasing their HBM roadmaps. According to Wccftech and ServerTheHome, Samsung laid out a three-step evolution from standard HBM to custom HBM and ultimately zHBM, claiming zHBM delivers 70% higher power effi......
CEO Interview with Sumeet Kumar of Innatera - Dr. Sumeet Kumar is CEO of Innatera , the pioneering Dutch neuromorphic processor company. Dr. Kumar was previously with Intel and Indrion Technologies, and has spent his career in microprocessor development. He co-founded Innatera in 2018 as a spin off from the Delft University of Technology.
IEE Christmas Lectures For Children - Rockets For Christmas was the headline on a story written 66 years ago published in Electronics Weekly’s edition of November 30th 1960. The story opens: Research by Rocket and Satellite will […] The post IEE Christmas Lectures For Children appeared first on Electronics Weekly .
Narrative: Apple Watch by Model Q2 2026 - Apple Watch shipments rose by 5% YoY in Q2 2026, while ASPs rose by 3% and revenues grew by 8%. This comes after 5% volume growth in Q1 2026, a 1% volume decline in Q4 2025, and 2% volume growth in Q3 2025, preceded by 8 consecutive quarters of volume declines driven by a saturating smartwatch market,...
Infineon Acquires C2i Semiconductors - Infineon Technologies AG today announced the acquisition of C2i Semiconductors, a Bangalore-based technology company specializing in software-defined multiphase controllers and smart power stages for AI data center applications. The post Infineon Acquires C2i Semiconductors appeared first on Semiconductor...
Insta360 Antigravity A1 8K 360 Drone (DE001) Deep Dive Teardown - The Insta360 Antigravity A1 8K 360 Drone is a drone purchased from the European market. The Insta360 Antigravity A1 is a sub-250 g consumer drone built around a dual-lens 8K 360° imaging system that captures fully spherical video for post-flight reframing. It uses 1/1.28²-class sensors and computational...
Welcome to the era of trustworthy AI for IC signoff and manufacturing - By combining deterministic engines with explainable AI, the industry can accelerate signoff, improve manufacturing outcomes and give engineering teams greater confidence in every decision from design through production. The post Welcome to the era of trustworthy AI for IC signoff and manufacturing appeared...
A silicon carbide transistor that operates at 600°C - For more than two decades, silicon carbide (SiC) has been promoted as the key to developing extreme-environment electronics. Yet despite its promise, the field has remained stuck at the stage of basic research, failing to ...
Xiaomi taps TSMC to make chips for foldables, AI and autonomous driving - Xiaomi is expanding its in-house semiconductor push from smartphones into AI acceleration and autonomous driving, unveiling three Xring processors that deepen its reliance on TSMC manufacturing while reducing dependence on external chip suppliers.
Nvidia’s Inference Pivot Reaches Rebellions in Korea - Nvidia is reportedly in talks with Korean inference upstart Rebellions about a technical partnership, investment, or acquisition. The post Nvidia’s Inference Pivot Reaches Rebellions in Korea appeared first on EE Times .
Multi-Die Assemblies Dominate At 2nm And Below - Chips are getting bigger, more modular, and much more capable as new innovations mix with existing processes and long-researched projects go mainstream. The post Multi-Die Assemblies Dominate At 2nm And Below appeared first on Semiconductor Engineering .
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets. Analog Devices (ADI) & The Data Center Wave: ADI reports a strong quarter, driven by a doubling of its...
Samsung, SK hynix pour fresh investment into aging China factories despite U.S. curbs - Samsung, SK hynix pour fresh investment into aging China factories despite U.S. curbs The two Korean chip giants are expanding legacy-memory output in China as AI demand boosts profits despite tighter U.S. equipment restrictions. 8/23/2026 - 04:00 PM LEE JAE-LIM
Austrian mountain town finds niche in AI boom - Nestled in the wooded hills of Austria's Styria region, the town of Leoben oozes tradition with its pastel-colored buildings and quaint central square boasting a 13th-century church.
