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 How advanced materials analysis supports the aerospace and defen...  - The aerospace and defense industry operates under some of th... by Salomé Larmier / 03.12.2026

 Nvidia claims 1 million times better path tracing performance is coming in future gaming GPUs — says current GPUs are already 10,000x faster than Pascal  - At GDC 2026, Nvidia held a presentation somehow aimed at gamers and not data center clients. Still, it was sprinkled with AI pat-on-the-backs, with the company touting that its future gaming GPUs will offer 1,000,000 better path tracing performance. And the current-gen Blackwell family is apparently already...

 \uD83C\uDF6A TWiC: MTIA x4, AVGO 400G, UMC, Nebius, SiPho Readiness++  - This Week in Chips: Key developments across the semiconductor and adjacent universes.

 Sivers Semiconductors: a $130m mcap co-packaged optics, LiDAR and SATCOM play  - With high-quality customer engagements within the CPO, LiDAR and SATCOM markets, Sweden-based Sivers Semiconductors remains overlooked by investors. The company is now approaching an inflection point.

 Quantum handshake: How orbital overlap dictates molecular conductance  - By placing single-atom-thick adlayers of p-block metals on commonly employed gold electrodes (d-block), a research team at National Taiwan University has successfully quantified the "interfacial hopping integral" between ...

 SemiVision Panel - From CoWoS to Optical I/O : Mapping the Future of AI Interconnects  - Original Artcle By SemiVision Research [Reading time: 10mins]

 Marvell and Mojo Vision to co-develop high-density micro-LED connectivity solutions  - Electrical circuitry, micro-LED emitter array, photodetectors, custom multi-core fiber bundles and software-defined alignment to be integrated into single architecture

 University of Sheffield to lead £12.5m UK Centre for Heterogeneous Integrated MicroElectronic and Semiconductor Systems  - National ‘Design Commons’ shared bank of semiconductor design resources to support industry collaboration and skills development

 GlobalFoundries Announces Pricing of Public Secondary Offering and Concurrent Share Repurchase  - MALTA, N.Y., March 11, 2026 – GlobalFoundries (Nasdaq: GFS) (GF) today announced the pricing of a secondary public offering of […]

 How advanced materials analysis supports the aerospace and defen...  - The aerospace and defense industry operates under some of th... by Salomé Larmier / 03.12.2026

 Expert Webinar on EV Battery Material Trends  - Join IDTechEx Technology Analyst Daniel Parr on Thursday 19th March for the expert-led webinar, "How EV Battery Material Trends Lead to Lower Prices and Increased Energy Density". Choose your preferred time zone - the webinar runs three times in one day.

 FineX. Makes shielding clear.  - Panasonic Industry launches high transparency, low resistance, flexible transparent conductive film for electromagnetic wave shield with pre applied OCA

 There's a Whole Lot of Taiwanese AI Winners Not Called TSMC  - [Opinion] A deep supply chain highlights just how much the global AI expansion depends on this one island nation.

 Space Lasers  - Power at night. From space.

 IBM and Lam Research Announce Collaboration to Advance Sub-1nm Logic Scaling  - IBM (NYSE: IBM) and Lam Research Corp. (NASDAQ: LRCX) today announced a collaboration aimed at developing new processes and materials to support sub-1nm logic scaling. Building on a long record of successful partnerships, the new agreement will focus on the joint development of novel materials, fabrication...

 TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity  - Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment. As these products enter prototyping and validation stages, the market anticipates that once customer certifications...

 Four Strategic Plays in AI Optical Interconnect Supercycle: From InP Substrates to Optical Switching  - Original Article By SemiVision Research [Reading time: 20 mins]

 IBM, Lam Research Focus High-NA EUV on Sub-1-nm Nodes  - IBM and Lam Research have a five-year agreement focused on developing new materials and fabrication processes. The post IBM, Lam Research Focus High-NA EUV on Sub-1-nm Nodes appeared first on EE Times .

 PLS extends UDE 2026 for sampling via debug interfaces  - PLS unveiled its Universal Debug Engine (UDE) 2026 at Embedded World in Nuremberg. As well as new features, the range of supported high-end MCUs and embedded processors has also been expanded. Data can now be determined not only by the trace system of the respective microcontroller, but also by sampling...

 Embedded World 2026 Wrap: Key Highlights  - Discover the biggest trends in physical AI and robotics from Embedded World 2026. The post Embedded World 2026 Wrap: Key Highlights appeared first on EE Times .

 Applied Materials Raises Quarterly Cash Dividend by 15 Percent  - SANTA CLARA, Calif., March 13, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 15-percent increase in the quarterly cash dividend, from $0.46 to $0.53 per share, payable on June 11, 2026 to shareholders of record as of May 21, 2026.

 Designing the voice AI stack: Integrating spatial hearing AI with edge-based intent gating  - Hybrid Voice AI combines on-device reflex processing with cloud reasoning to create reliable, always-available smart home voice control. The post Designing the voice AI stack: Integrating spatial hearing AI with edge-based intent gating appeared first on EDN .

 26.3% 2025 revenue rise for ten top foundries  - The leading ten foundries achieved around $169.5 billion in revenue in 2025, a 26.3% YoY increase that set a new industry record, reports TSMC. In Q4 the combined revenue of the world’s top ten foundries up 2.6% QoQ to nearly $46.3 billion. TSMC saw slightly lower wafer shipments in 4Q25, but 3nm smartphone...

 Chip Industry Week In Review  - Preparing for sub-1nm; Iran war fallout on chips; Embedded World announcements; ramping Japan; top 10 foundries; MIPI PHY IP; clocking tech; cybersecurity policy; imec's new consortium; neuromorphic computing. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .

 [News] China’s No.3 Foundry Nexchip to Hike Prices 10% from June, Following SMIC, Hua Hong  - As 8-inch capacity tightens and operating costs climb, foundries are bracing for a new wave of price hikes. Following Chinese peers led by SMIC, Nexchip, the country’s third-largest foundry, announced on March 12 a 10% increase in foundry fees starting June 2026, TechNews reports. According to ...

 COHERENT ADVANCES SCALE-ACROSS NETWORKS WITH SIGNIFICANT ENHANCEMENTS TO ITS MULTI-RAIL TRANSPORT PLATFORM  - Coherent announced advancements in its scale-across portfolio, including its multi-rail optical transport platform combined with its DCI transceivers.

 Meta's MTIA Roadmap  - Inference-centric design. ROIC is clear. Implications for the industry.

 Allowing atoms to come and go can open the door to better materials modeling  - Most materials, especially metals and ceramics, are crystals. Their atoms are arranged in three-dimensional lattices that repeat the same exact pattern, over and over again. But there's a well-known saying in materials science: ...

 Scintil releases DWDM laser source evaluation kit for scale-up AI networks  - DWDM co-packaged optics targets 50% power reduction over single-wavelength CPO with higher bandwidth density per fiber for GPU scale-up networks

 Postcard from Embedded World: Meet Intel® Core™ Series 2 processor with P-cores  - It’s an industrial-ready platform engineered for mission-critical edge applications

 AI Demand Drives 4Q25 Global Top 10 Foundries Revenue Up 2.6% QoQ; Samsung Gains Share and Tower Moves Up in Rankings, Says TrendForce  - TrendForce’s latest research on the semiconductor foundry industry reveals that advanced-node demand remained strong in 4Q25, driven by the tight supply of AI server GPUs and Google TPUs. Furthermore, the launch of new smartphones boosted wafer orders for mobile application processors (APs), supporting...

 Siltronic AG: Robust business performance in 2025 demonstrates resilience despite challenging conditions  - Sales of EUR 1,346.7 million (2024: EUR 1,412.8 million), EBITDA at EUR 316.9 million, EBITDA margin of 23.5 percent (2024: EUR 363.8 million; 25.8 percent), …

 Nordic Semiconductor launches lifetime flat-rate FOTA solution, readying customers for Cyber Resilience Act  - nRF Cloud offers device manufacturers a CRA-ready lifetime firmware update solution pre-integrated on their Nordic IoT devices.

 Redefining Industrial Safety and Efficiency with Ultra Wideband Technology  - Safety and productivity finally align. Redpoint Positioning and Tsingoal use Qorvo UWB to deliver centimeter-level, SIL2-certified location accuracy—enabling humans and robots to collaborate safely, avoid downtime and power scalable automation across warehouses, factories and smart cities.

 Quantum Teleportation Breakthrough Brings the Quantum Internet Closer  - First successful demonstration of quantum teleportation between two different quantum dots. An international team of researchers that includes scientists from Paderborn University has achieved a major milestone toward building a future quantum internet. For the first time, the polarization state of a...

 From Dorm Room Beginnings to a Pioneer in the AI Chip Revolution: How Etched is Collaborating with Rambus to Achieve Their Vision  - In the fast-paced world of Artificial Intelligence (AI), a groundbreaking startup is making waves with its innovative approach to AI chip design. Etched, founded by Harvard dropouts Gavin Uberti, Chris Zhu, and Robert Wachen in 2022, has set out to …

 Ultrasound-based approach to delivering potent drugs into cancer cells shows promise in benchtop experiments  - Engineers at Duke University have demonstrated a technique that uses microbubbles and ultrasound to help relatively large cancer drugs enter tumor cells and cause them to self-destruct. Dubbed "Sonoporation-assisted Precise ...

 Zerendipity Shows Off Stick-On Vapor Chamber  - Xerendipity has something new at MWC, a stick-on vapor chamber called the Vapor-Pad. Read more ▶ The post Zerendipity Shows Off Stick-On Vapor Chamber appeared first on Semiaccurate .

 The Rise of Co-Packaged Optics in AI Data Centers: Video  - IDTechEx analyst Dr Yu-Han Chang covers the progress and adoption of optical transceivers in high-end data centers.

 Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth, Says TrendForce  - The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to TrendForce’s latest findings on the enterprise SSD market. Meanwhile, enterprises accelerated upgrades to their general-purpose servers, while shortages in HDD supply pushed...

 Press Release  - Duiven, the Netherlands, March 13, 2026 - BE Semiconductor Industries N.V. (the “Company" or "Besi") (Euronext Amsterdam: BESI; OTC markets: BESIY), a…

 The Silicon Hegemon  - Taiwan remains the semiconductor industry's stronghold in 2026, with a tech roadmap aimed at next-generation AI systems. The post The Silicon Hegemon appeared first on EE Times .

 The AI Interconnect War: Copper Fights Back Against Optics  - Original Article By SemiVision Research [Reading time: 25 mins]

 200-V MOSFETs cut conduction losses  - Two devices have joined iDEAL Semiconductor’s SuperQ 200-V MOSFET portfolio, offering very low RDS(on) in standard power packages. The post 200-V MOSFETs cut conduction losses appeared first on EDN .

 UMC, HyperLight to mass-produce TFLN photonics chiplets for AI data centers  - United Microelectronics Corporation (UMC) has partnered with startup HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets, aiming to improve data transmission speeds in artificial intelligence computing clusters and data centers.

 EW BrightSparks 2025 profile: Harry Hill, Imperial College London  - Now in its eighth year of awards, EW BrightSparks sees Electronics Weekly highlight and celebrate some of the brightest and most talented young engineers in the UK today. In the next in our EW BrightSparks of 2025 series, we profile Harry Hill, a student of Electrical and Electronic Engineering at Imperial...

 Human-Centered Agentic AI Comes To RTL Verification  - The long-term objective is to let engineers spend more time on what really matters and less time on manual coordination. The post Human-Centered Agentic AI Comes To RTL Verification appeared first on Semiconductor Engineering .

 [News] Google Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand  - As NVIDIA reportedly overtook Apple to become TSMC’s largest customer, another chip giant—Samsung Electronics—also saw its key client lineup reshuffled in 2025. According to the company’s latest business report, cited by Korea JoongAng Daily and Sedaily, Google entered Samsung’s top five c......

 Scale-Up, Scale-Out Get a New Partner  - Key Takeaways: Three AI data center scaling strategies are scale-up, scale-out, and scale-across. Scale-up is within a rack; scale-out is between racks; scale-across is between data centers. Each of the three uses a different interconnect strategy to optimize either latency or jitter. As today’s data...

 Polar Semiconductor Achieves a Major Aerospace and Defense Milestone with AS9IOOD Certification for Semiconductor Wafer Manufacturing  - BLOOMINGTON, Minn. — Polar Semiconductor is pleased to announce that its Quality Management System (QMS) has achieved certification conforming to AS9100D and ISO 9001:2015 for the manufacture of semiconductor wafers. The certification audit was conducted…

 A long-ago blow leads to water overflow: Who could know?  - Mechanical analogies to electronics are common. We might refer to this one as akin to a battery with an internal short circuit? The post A long-ago blow leads to water overflow: Who could know? appeared first on EDN .

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