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 🌑 Americas 
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 Semi. Fabs and Clean Rooms
3¾h ago: Recent X posts highlight key developments in semiconductor fab construction and cleanroom expansions. GlobalFoundries signed $2B 5-year agreement with TSMC for silicon interposers at Malta, NY fab ramping H1 2028; India chip program moving to production with commercial output begun and $13.5B second phase; Applied Materials $5B India plan; yield challenges emphasized in advanced fabrication; CCL/prepreg prices up 30%.

 台積電法說倒數…CoPoS、FOPLP與玻璃基板將重塑AI鏈  - 隨著台積電法說會即將登場,市場關注的焦點可能已不只是下一季財測或資本支出,而是先進封裝技術接下來的發展方向。過去三 ,AI投資熱潮帶動GPU、HBM與CoWoS需求大幅成長,但市場也逐漸發現,限制AI晶片產出的瓶頸已不再只是先進製程,而是封裝能力。...

 GF Unveils Roadmap to Deliver the World’s Most Advanced FD-SOI Platform for Physical AI  - New FDX Fusion platform extends GF’s FD-SOI leadership as the first process technology in Europe to deliver single-digit nanometer digital performance optimized for the physical world. The post GF Unveils Roadmap to Deliver the World’s Most Advanced FD-SOI Platform for Physical AI appeared first on...

 Scientists Uncover Two Hidden Forms of Disorder in Next-Generation Semiconductors  - A study of twisted two-dimensional semiconductors reveals how subtle material disorder can emerge at different spatial scales. Two distinct forms of hidden disorder may influence how ultrathin semiconductors emit light. One extends across relatively large areas of the material, while the other is concentrated...

 SIA Report Highlights Strategies for Strengthening Supply Chains Supporting the U.S. Chip Ecosystem  - The semiconductor industry is making generational investments in U.S. capacity across the chip value chain. A new SIA report, titled “Understanding Dependencies in the U.S. Semiconductor Supply Chain,” details how the upstream supply chains supporting America’s semiconductor ecosystem are increasingly...

 Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI  - GlobalFoundries said strained-silicon FD-SOI can deliver 7-nm-class performance without EUV and open a new market for Europe. The post Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI appeared first on EE Times .

 SK chief vows to accelerate Honam chip cluster construction as semiconductor demand surges worldwide  - SK chief vows to accelerate Honam chip cluster construction as semiconductor demand surges worldwide Chey Tae-won said SK will move as quickly as possible on new fabs near Gwangju while infrastructure plans are finalized. 10/9/2026 - 05:38 AM News Team

 Alarm.com Adds AI to Battery Video Doorbell  - Alarm.com has launched the 781B Battery Video Doorbell, a wire-free security camera designed for locations without existing doorbell…

 Fast, High-Fidelity Ghost Imaging Merges Frequency Combs and Deep Learning  - Ghost imaging, a technique that reframes image formation by replacing pixelated sensors with correlation measurements between structured illumination and a single-pixel detector, offers distinct advantages in low-light settings, through scattering...

 [News] Samsung Reportedly Plans Exynos Auto Exit, Prioritizes Mobile APs, Image Sensors for 2027 System LSI Turnaround  - Samsung is reportedly pulling back from automotive application processors (APs) as it restructures its chip design business and shifts resources toward areas with stronger profitability and market-share potential. According to Munhwa Ilbo, sources say Samsung has decided to exit the automotive AP bu......

 2026 Semiconductor Education Day Recap  - On Sept. 15, the annual Florida Semiconductor Institute Industry Mixer brought students and semiconductor companies together at Malachowsky Hall to connect and explore career opportunities.

 GF To Provide Interposers For TSMC’s CoWoS Ecosystem  - GlobalFoundries has announced an agreement with TSMC to establish a U.S.-based supply of silicon interposers

 Why Custom Silicon Matters in AI Data Centers  - Custom silicon lets AI data centers cut power, latency and data movement while improving economics at scale. The post Why Custom Silicon Matters in AI Data Centers appeared first on EE Times .

 Korea must curb liquidity to escape the triple-high trap  - Korea must curb liquidity to escape the triple-high trap Despite record exports and a vast current account surplus, policy inconsistency, excess liquidity and semiconductor dependence are weighing on the won. 10/8/2026 - 11:01 AM Opinion Desk

 Universal Quantum raises $100m for trapped-ion quantum computing  - Universal Quantum, the UK and German quantum computing startup, has secured $100 million in Series A funding. The company notes it is the largest Series A ever raised by a […] The post Universal Quantum raises $100m for trapped-ion quantum computing appeared first on Electronics Weekly .

 What’s next for the future of data center networking? Optics.  - AI models are pushing data rates higher, and it will take more than copper alone to travel the distance.

 TSMC’s Quarterly Revenue Jumps 51% After AI Demand Holds Up  - Taiwan Semiconductor Manufacturing Co. reported a 51% rise in quarterly revenue, a positive signal for investors trying to gauge the sustainability of a global AI infrastructure buildout.

 Ambipolar metal-insulator transition in bilayer MoSe2  - …and disorder-driven localization can drive density-tuned metal-insulator transitions, but their relative roles and interplay have been debated for decades. Atomically thin semiconductors offer a new test because transport and scanning tunneling microscopy can probe the same material, yet poor contacts...

 🌑 AsiaPac 
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40h Nanya Technolog…

4¾d Taiwan Semicond…

 Cirrus Logic to Have Bid for Synaptics After Onsemi Deal  - Semiconductor company Cirrus Logic Inc. made an unsolicited acquisition offer for Synaptics Inc. last month as it looked to spoil a previously announced deal with On Semiconductor Corp., according to people familiar with the matter.

 WD to Announce First Quarter Fiscal Year 2027 Financial Results on October 22, 2026  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) plans to announce its first quarter fiscal year 2027 financial results after the market closes on Thursday, October 22,...

 Podcast EP373: The Impact of yieldHUB Live and Details of Upcoming Show Participation with Gillian O’Donnell  - Daniel is joined by Gillian O’Donnell, Director of Growth at yieldHUB, the enterprise yield management platform trusted by semiconductor and photonics manufacturers worldwide. She leads business development, marketing, PR, and partnerships, with a particular focus on yieldHUB Live, the company’s real-time…...

 How Software Efficiency Can Help Offset Rising Memory Costs  - As DRAM and NAND prices rise, software efficiency is becoming increasingly relevant to hardware decisions. Explore the strategies emerging across major ecosystems.

 Shin Yong-han courts China investors to boost North Chungcheong growth  - He said, “North Chungcheong is exactly where the nation’s largest semiconductor cluster has been built,” adding, “Osong in North Chungcheong is home to the Ministery of Food and Drug Safety as well as

 LightPath Technologies Appoints Vice President, General Manager  - LightPath Technologies appointed Scott Payette as vice president of LightPath and general manager of its G5 Infrared subsidiary. Acquired in February 2025, G5 Infrared designs and manufactures high-performance cooled infrared camera systems for long-range defense, border security, and counter-unmanned...

 Soaring component costs force laptop makers to rethink shift away from China: report  - The predicted strategic pivot comes as the PC industry braces for subdued consumer demand driven by rising component prices

 Measurement bandwidth  - Designers and test engineers should carefully consider an application's bandwidth requirements before selecting an instrument. The post Measurement bandwidth appeared first on EDN .

 Rejecting a promotion sent field service tech into support hell  - Chap who took the job left a trail of wreckage – and invaluable case studies – in his incompetent wake

 TPL Vision Acquires IP from Drew Lear Technology  - TPL Vision, a manufacturer of LED illumination technologies, acquired the IP for the DRX and DLX product platforms from Drew Lear Technology Limited. The products will be renamed to reflect the acquisition. The new names include: • HP LINE -...

 Chip Industry Week In Review  - $2B foundry pact; hyper-NA EUV; TSMC, Samsung financials; Canon readies nanoimprint; AI chips under scrutiny; $10T data center buildout; $1.5B SiC boost; chip smuggling; 800V power gains traction; quantum HW scales up; wireless EV road charging; sub-nm gate dielectrics; mobile fab. The post Chip Industry...

 Korean cosmetics stocks surge as entertainment shares face steep losses this year  - Korean cosmetics stocks surge as entertainment shares face steep losses this year Cosmetics makers led gains on the Korea Exchange, while K-pop and content companies suffered the market's sharpest industry decline. 10/8/2026 - 11:02 PM

 Multifunctionality in Janus CrMCN4 (M = Si/Ge) Monolayers: Valleytronic Physics, Piezoelectric Response, and Photocatalytic Potential  - Two dimensional Janus semiconductors integrating spin-valley coupling, piezoelectricity, and tunable optical responses offer a platform for multifunctional nanodevices. Here, first-principles calculations reveal complementary composition and strain effects in CrSiCN4 and CrGeCN4 monolayers. Both are found...

 Technical Report: Sony IMX735 Exploratory Analysis  - The Sony IMX735 image sensor is a 1/1.17" optical format, 17.42 MP resolution, 2.1 µm pixel pitch, stacked back-illuminated (BI) CMOS image sensor (CIS) incorporating split-pixel technology, primarily designed for automotive applications. It is the highest-resolution automotive image sensor analyzed...

 GlobalFoundries Rallies After Announcing $2 Billion TSMC Deal  - GlobalFoundries Inc. shares gained as much as 7% after the chip manufacturer announced a five-year, $2 billion deal to provide US production capacity to Taiwan Semiconductor Manufacturing Co.

 Wolfspeed receives conditional $1.5bn loan commitment from US Department of War  - Financing to support domestic development and production of silicon carbide materials and wide-bandgap power devices, with focus on national security

 Samsung's $80.3B quarterly profit set to beat Nvidia and Alphabet's record highs  - Samsung's $80.3B quarterly profit set to beat Nvidia and Alphabet's record highs The chipmaker’s revenue is projected to jump over 126 percent on year despite a strengthening won and bonus provisions. 10/8/2026 - 05:43 AM LEE JAE-LIM

 The multi-gig Ethernet migration: Motivations and implementations  - Supplier “push” and consumer “pull”. When their efforts coordinate, the result can be meaningfully impactful. The post The multi-gig Ethernet migration: Motivations and implementations appeared first on EDN .

 Rising Costs, Compute Demand Push ADAS Toward Modular AI  - Rising semiconductor costs and computing requirements drive automakers toward modular ADAS AI solutions. The post Rising Costs, Compute Demand Push ADAS Toward Modular AI appeared first on EE Times .

 Rohm Semiconductor Expands Back-End Chip Manufacturing Outsourcing  - Rohm Semiconductor retains wafer fabrication in-house as it expands its back-end semiconductor operations and R&D footprint in India. The post Rohm Semiconductor Expands Back-End Chip Manufacturing Outsourcing appeared first on EE Times .

 Samsung, TSMC Fail to Excite Investors Used to Torrid AI Growth  - Samsung Electronics Co. earned a nearly nine-fold rise in quarterly operating profit, and Taiwan Semiconductor Manufacturing Co.’s sales jumped 51%, reflecting the spoils of relentless spending on AI infrastructure.

 AMD’s Taiwan Capacity Push: Why Lisa Su Is Locking In the Supply Chain for the Next AI Cycle  - Original Article By SemiVision Research [Reading time: 10 mins]

 Korea’s August current account surplus hits second-highest level on chip exports  - Korea’s August current account surplus hits second-highest level on chip exports The surplus reached $46.1 billion as semiconductor exports surged, extending Korea’s streak of monthly current account surpluses to 40 months. 10/7/2026 - 09:02 PM

 🌑 EMEA 
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 \uD83C\uDF99\uFE0F The Compute 100: Startups vs. Incumbents in Semis, Intel Foundry, Physical AI, and more  - Watch now (66 mins) | Intel’s EMIB vs. TSMC’s CoWoS, prefill and decode disaggregation, 576 GPUs in a rack, edge compute for end-to-end transformers, AI-native EDA, and more

 NVIDIA cuPhoton accelerates scientific image analysis  - NVIDIA has released NVIDIA cuPhoton, an open-source CUDA-X toolkit intended to move high-throughput scientific image processing away from CPU-bound pipelines…

 Coal-derived carbon nanodots enable next-generation 2D electronics  - Silicon-based microelectronics have powered the digital revolution, but their performance and efficiency are starting to reach limits imposed by the fundamental properties of silicon itself.

 Axiom Space highlights space computing progress  - Axiom Space, which specialises in human spaceflight services and space infrastructure, says it is making progress on its “orbital compute” strategy. Specifically, progress on its Axiom Resilient Compute (ARC) platform. […] The post Axiom Space highlights space computing progress appeared first on...

 Gigabyte's latest BIOS update hints at Intel's Raptor Lake Next Launch in 2027  - Gigabyte confirms BIOS support for upcoming Intel LGA 1700 processors on B760 and H610 motherboards, with the rumored Raptor Lake Next lineup expected in early 2027 to support both DDR4 and DDR5 memory.

 ETRI, 자연스러운 대화로 우울증 정도 파악 기술 관심  - 한국전자통신연구원(ETRI·원장 박세웅)은 6일부터 서울 삼성동 코엑스에서 열리고 있는 'AI 페스타 26'에 자연스러운 대화로 우울증 정도를 판단하는 인공지능(AI) 기술과 ...

 ASML starts on Hyper NA EUV  - ASML has begun a ten year programme to get feature sizes down to 5nm from the 8nm which high NA tools can deliver. The 5nm litho tool is dubbed Hyper […] The post ASML starts on Hyper NA EUV appeared first on Electronics Weekly .

 Microchip and Hailo: Expanding the Possibilities of Edge AI  - Learn how Microchip and Hailo are enabling the next generation of intelligent edge devices with AI acceleration, integrated vision processing and embedded solutions for robotics, automation and connected systems.

 Astera Labs Unveils PCIe 7 Connectivity Chips for Next-Generation AI Systems  - Purpose-built retimers, redrivers, cable modules, optical drivers, and optical transimpedance amplifiers (TIAs) to support diverse PCIe 7 connectivity in AI systems. The post Astera Labs Unveils PCIe 7 Connectivity Chips for Next-Generation AI Systems appeared first on Semiconductor Digest .

 Samsung eyes $80B quarterly profit as memory buyers pay the price  - AI demand fattens chipmakers' margins while cheaper PCs and phones become harder to produce profitably

 Technical Report: Samsung Gate Architecture Refresh 2026  - This gate transistor architecture comparison (TAC) report includes a detailed analysis of the evolution of Samsung's gate structure, composition, patterning, and contact, as well as innovations Samsung has used to address scaling and gate fabrication challenges across the 5nm, 4nm, and 3nm process nodes,...

 Panasonic Industry Europe to participate at Space Passive Component Days in Noordwijk  - Solutions Engineered for the Next Generation of Space Systems

 MPW Run: Cost, Schedule & Booking Tool  - body{font-family:Arial,Helvetica,sans-serif;color:#222;line-height:1.72;margin:0;background:#fff} article{max-width:980px;margin:0 auto;padding:18px 18px 48px} h1{font-size:38px;line-height:1.18;margin:0 0 20px} h2{font-size:28px;line-height:1.3;margin:36px 0 14px} h3{font-size:21px;line-height:1.35;margin:24px...

 Six Leading Suppliers Bet on VCSEL NPO; VCSEL Demand Projected to Reach 650 Million Units by 2031, Says TrendForce  - TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage,...

 [News] AI Chip Spending Fuels Debt Financing Wave; Broadcom Reportedly Eyes Tens of Billions to Fund OpenAI  - AI companies and their infrastructure partners are increasingly turning to debt financing to fund massive chip purchases as they expand AI capacity. According to Bloomberg, Broadcom has held preliminary discussions on arranging financing to help OpenAI purchase the custom AI chips the two companies ......

 Apple’s Fading Support Acts  - Apple’s supporting cast, including smart home products. Apple Watch, AirPods and the Apple Vision Pro, has struggled to keep up with the growth of the rest of the company in […] The post Apple’s Fading Support Acts appeared first on Electronics Weekly .

 Previewing Intel's Q3 Results  - Lots of public turmoil, but the ship continues to sail to El Dorado.

 NAND Flash Finds New Value in Volume  - At our recent Investor Day event, we discussed how the NAND flash market is entering a new economic...