Semi. Fabs and Clean Rooms 14m ago: TSMC and Samsung are aggressively expanding cleanroom, HBM, and CoWoS advanced packaging capacity for AI demand through 2026-2028. TSMC CoWoS capacity 120k-140k wpm in-house plus 50-60k from partners; shortage narrowing to ~10% by year-end. Samsung achieving 80% HBM yields, ramping P5 facility, and Samsung Electro-Mechanics investing ₩6.78T in FC-BGA substrates. HBM and substrates becoming new chokepoints after CoWoS eases. TSMC A14 roadmap accelerated.
Optikos Acquires Omega Optical - Optikos, a provider of engineering, manufacturing, and metrology services in optical systems, has acquired Omega Optical, a precision optical coatings and component designer and manufacturer. Effective immediately, David Cooper assumes the role of CEO of the new Optikos organization. Cooper has more than...
Microelectronics UK 2026: Semiconductor Catapult pivots to AI and RF - With the UK Semiconductor Catapult formally launching today, Electronics Weekly talked with Caroline O’Brien, CEO of the organisation, at the Microelectronics UK event in London. The catapult, the reincarnation of […] The post Microelectronics UK 2026: Semiconductor Catapult pivots to AI and RF appeared...
IBM Details Quantum, AI Developments in India - At SEMICON India 2026, IBM's Rahul Rao details India's role in quantum scaling, Qiskit education, and AI accelerators. The post IBM Details Quantum, AI Developments in India appeared first on EE Times .
[News] Samsung Sees HBM Taking Nearly 30% of Industry DRAM Capacity in 2027, Up From 20% Currently - AI-driven HBM demand is set to take up a growing share of global DRAM production capacity. According to Reuters, Samsung Electronics Executive Vice President Kim Taewoo said HBM is expected to account for nearly 30% of the DRAM industry’s total wafer capacity next year, up from about 20% currently......
Samsung sees foundry customer base quadrupling as AI demand accelerates - Samsung sees foundry customer base quadrupling as AI demand accelerates The chipmaker expects high-performance computing to drive most foundry sales by 2029 as it expands advanced production in Texas. 9/28/2026 - 11:51 PM
Samsung Bets $1 Billion on AI Data Centers From Ex-AWS Chief - Samsung Electronics Co. and five affiliates are investing a combined $1 billion in a US company led by a former Amazon Web Services Inc. chief, deepening the South Korean group’s push into the rapidly expanding AI infrastructure market.
Microwave to Optical Signal Conversion Supports Future Quantum Networks - A magneto-optic platform, comprising magnetic waves inside a layered semiconductor, could enable more efficient use of optical signals for quantum networks. The new platform converts microwave signals to optical signals by coupling magnetic wave...
TSMC OIP Ecosystem Forum 2026: Opening Remarks - The 2026 TSMC Open Innovation Platform (OIP) Ecosystem Forum was held on September 23, 2026, in Santa Clara, CA. This is the event where TSMC showcases the substantial progress made with its massive semiconductor ecosystem. As one would expect, AI was a key topic throughout the day, with some very impressive...
Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally - Meta's Muse launch turned a consumer AI agent into a CPU demand story, a new round of frontier model releases sharpened the fight over token economics, and AMD crossed the trillion-dollar mark on the same compute thesis. Patrick Moorhead and Daniel Newman break down Meta Connect, Qualcomm's agentic-device...
Beyond the 52-hour wall, the real hurdle is compensation - Beyond the 52-hour wall, the real hurdle is compensation Korea should pair narrow, voluntary 52-hour workweek exemptions for researchers with greater autonomy and substantially higher compensation. 9/28/2026 - 11:01 AM Opinion Desk
TEC raises $450m Series C for reusable spacecraft - The Exploration Company (TEC), a startup for building reusable spacecrafts, has raised $450 million in a Series C finding round, which it describes as the largest-ever by a European space […] The post TEC raises $450m Series C for reusable spacecraft appeared first on Electronics Weekly .
Finance minister, BOK governor vow closer coordination on economic risks - Finance minister, BOK governor vow closer coordination on economic risks Finance Minister Lee Hyoung-il and Bank of Korea Governor Shin Hyun-song discussed joint responses to economic, foreign exchange and financial market risks as well as shared positive sentiment about Korea's economic growth. 9/28/2026...
[News] China State-owned Enterprise Restructuring Fund Makes Strategic Investment in Hyper Photonix - On September 22, Chengtong Fund announced that its managed China State-owned Enterprise Restructuring Fund (a sub-fund under the National Integrated Circuit Industry Investment Fund, also known as the "Big Fund") has completed a strategic investment in Hyper Photonix Technology (Hangzhou) Co., Ltd, ......
CEO Interview With Nick Kurayev of ScienceSoft - Nick Kuraye is the CEO of ScienceSoft, an AI transformation and software development company focused on regulated industries such as healthcare, insurance, and investment. The company has been in the market since 1989, delivering AI software solutions and supporting AI hardware implementation.
South Korea Tax Windfall Seen Above 50 Trillion Won: Yonhap - South Korea’s excess tax revenue may exceed 50 trillion won ($37 billion) this year, according to a Yonhap News report, reflecting factors including a stronger-than-expected semiconductor cycle.
Managing Power, Performance and Reliability in the Chiplet Era - Next-gen AI accelerators, high-performance processors, and complex computing architectures depend heavily on advanced packaging. Bringing multiple dies, chiplets, high-bandwidth memory, and advanced interconnects together into a single 2.5D or 3D package yields massive performance gains. However, this...
A surprising shift in early admissions - A surprising shift in early admissions The number of early admissions for Korea's new regional doctor track and semiconductor programs signals a possible shift away from medical school fever. 9/29/2026 - 11:01 AM Opinion Desk
Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers - Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the pricing of a NT$1.589 billion private share placement on September 29, with Amazon as the buyer. According to industry observers,...
MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week - Lowell, MA, September 29, 2026 – MACOM Technology Solutions Inc. (“MACOM”) , a leading supplier of semiconductor solutions, will exhibit at the upcoming European Microwave Week (EuMW) from October 6 - 8, 2026, in London, England . MACOM’s demonstrations in its Booth #B45 will highlight its latest...
Micropol expands rugged FALCON fiber connector range - Micropol has expanded its FALCON rugged fiber-optic connector family with three products designed around the widely used MIL-DTL-38999 connector footprint. The additions target high-speed communications in harsh and…
Korea reopens Honam grid to support Samsung, SK chip plants - Korea reopens Honam grid to support Samsung, SK chip plants The government will ease grid restrictions and add battery storage in the southwestern region to unlock renewable power for four planned semiconductor fabs. 9/29/2026 - 03:34 AM SARAH CHEA
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch - In this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the aggressive capacity expansions and yield improvements of Chinese memory providers YMTC...
Narrative: China Smartphone Shipments and Market Share by Model Q2 2026 - China is the world's largest smartphone market. It delivers high volume and revenue to device makers, component suppliers, and operators. Our extensive report shows China's top 100 best-selling smartphone models in the second quarter of 2026. Besides popular Apple, Honor, Huawei, Oppo, Vivo, and Xiaomi...
LLM-assisted schematic test-report analysis and root-cause investigation - Intro: In this AI era, building data centers has become crucial not just for hyperscalers, but for many companies as well, as they build the infrastructure for AI. At a high level, a data center includes compute, storage, networking, and other infrastructure. This article is about the design lifecycle...
One Substrate No Longer Rules Them All - Larger packages, finer routing, and embedded functions are pushing advanced substrates toward application-specific designs. The post One Substrate No Longer Rules Them All appeared first on Semiconductor Engineering .
India Seeks Comfort on Tata’s $14 Billion Chip Plans Amid Boardroom Battle - India’s government sought and received reassurances from the Tata Group that its $14 billion semiconductor and electronics projects will continue as planned, even as a courtroom battle looms over a leadership dispute at the conglomerate’s holding company.
Lam’s New Logistics Hub Built for Velocity, Resilience, and AI-Era Growth - Lam Research has opened its largest U.S. warehouse, a 470,000-square-foot logistics hub designed to strengthen the semiconductor supply chain and support demand for AI-enabled technologies. The post Lam’s New Logistics Hub Built for Velocity, Resilience, and AI-Era Growth appeared first on Semiconductor...
SEMI Equipment Units by OEM - This report reviews both top-line and segmented annual units shipped from top OEMs. It's broken down by: Lithography, CMP, Ion Implant, Deposition, Etch, Clean, and Process Diagnostics
Pollen Metrology: From a Decade-Long Bet to a Proven AI Platform for Semiconductor Manufacturing - Recently, I had the opportunity to speak with Johann Foucher, founder and CEO of Pollen Metrology, a French company whose journey offers a rare vantage point on how artificial intelligence is reshaping semiconductor manufacturing from the inside out. What makes Pollen Metrology’s story compelling isn’t...
Getting ready for 6G networks - 5G-Advanced rollouts add AI/ML, integrated sensing and communication, and non-terrestrial network capabilities. The post Getting ready for 6G networks appeared first on EDN .
McKinsey raises 2030 chip market forecast to $2.3T - McKinsey has raised its base-case forecast for the global semiconductor market in 2030 to 2.3 trillion dollars, up 44 percent from its previous estimate of 1.6 trillion dollars.
Creating higher voltages, part 1: Voltage boosters - There are several ways to boost a relatively low AC or DC voltage by a factor of two or three, each with tradeoffs and constraints. The post Creating higher voltages, part 1: Voltage boosters appeared first on EDN .
Metal Gear Solid Moves From PlayStation to ESP32 - If you haven’t heard of Metal Gear, you probably haven’t played video games these last few decades. The original Metal Gear dates back to 1987 and launched on the MSX, …read more
Cheap phones disappearing - Smartphone shipments are forecast to recover to approximately 1.2 billion units in 2030, nearly back the level of 2025, says Counterpoint Research However, the sub-$200 segment is expected to decline […] The post Cheap phones disappearing appeared first on Electronics Weekly .
Behind CoWoS (part 1)—How a 0% yield crisis led to TSMC's first advanced packaging win - In a recent interview on the DIGITIMES podcast, Dr. Shin-Puu Jeng, chairman of the International Microelectronics and Packaging Society (IMAPS) and a former longtime TSMC advanced packaging executive, reflected on the early development of CoWoS. In the first of this two-part series, Jeng details how a...
U.S. Government Selects Navitas to Develop Next-Generation 10 kV SiC Power Semiconductors - Award recognizes Navitas' leadership in ultra-high-voltage (UHV) SiC technology and resilient U.S.-anchored manufacturing supply chain. The post U.S. Government Selects Navitas to Develop Next-Generation 10 kV SiC Power Semiconductors appeared first on Semiconductor Digest .
Researchers Borrow Chipmaking Technology To Build Better EV Batteries - Researchers used nanoscale manufacturing techniques from the semiconductor industry to design a copper current collector that helps lithium build up evenly during battery charging. Electric vehicles could travel farther on a single charge if their batteries could store more energy without getting bigger...
Diamond quantum sensor enables AC and DC current ratio checks in one setup - Researchers at AIST, in collaboration with the Institute of Science Tokyo and the National Institutes for Quantum Science and Technology, have developed a "current comparator" that uses diamond quantum sensors to accurately ...
Impact of Cu Microstructure On The TSV-Induced Residual Stress Within Silicon (Purdue, UCLA) - Researchers at Purdue University and the UCLA published a technical paper titled “Experimental Evidence for the Impact of Copper Microstructure on Residual Stress of Through Silicon Via.” Abstract Excerpt: “Here, we experimentally quantify the impact of Cu microstructure on the TSV-induced residual...
Calterah Turns UWB Digital Keys into In-Cabin Sensors - Calterah brings UWB keyless anchors into synchronized networks, delivering enhanced vehicle safety without adding expensive hardware. The post Calterah Turns UWB Digital Keys into In-Cabin Sensors appeared first on EE Times .
TP-Link’s Tapo P115: Smart plug subtracts Apple, adds energy tracking - Take a baseline device, remove a subsequen protocol and replace it with a function, and…you end up with a bigger-than-expected revision? The post TP-Link’s Tapo P115: Smart plug subtracts Apple, adds energy tracking appeared first on EDN .
Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide - Chinese shares touched a one-year low, led by a selloff in technology firms after a report that authorities may allow purchases of Nvidia Corp.’s new chips and proposed US sanctions on foreign optical producers.
Ed Sorts Chagos - The poor old PM is clearly struggling with the big issues and is way out of his depth, Ed confides to his diary, so I was not surprised when he […] The post Ed Sorts Chagos appeared first on Electronics Weekly .
How Syracuse's Semiconductor Gamble May Help Save the Rust Belt - What does it actually take to bring a Rust Belt city back to life? Micron is building one of the largest semiconductor factories in US history in Syracuse, a city that experienced major job loss after companies including GE, Carrier and General Motors left the area. Rob Simpson of CenterState CEO explains...
