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 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

 Semi. Fabs and Clean Rooms
5h ago: TSMC is accelerating 2nm capacity expansion with 10-20% higher bookings from major AI/HPC customers, targeting 120,000 wafers/month by end-2026 ahead of schedule across five fabs. 3nm capacity in southern Taiwan approaching 180,000 wafers/month in Q4. Advanced packaging facilities expanding in Chiayi. Samsung achieving strong HBM4 yields (~80%) and gaining share. U.S. CHIPS Act fabs progressing with workforce shortages noted as emerging constraint. Citi forecasts strong WFE spending growth.

 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...

 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...

 FNDC Era: Nuclear, AI, Semiconductor Convergence  - Technologically, the FNDC combines South Korea’s world-class shipbuilding and vessel construction capabilities, U.S. small-scale offshore nuclear power technology, and South Korea’s high-spec semiconductor

 US yield surge and data center delays sink Korea stocks as KOSPI slides 2.7%

 SK Hynix Named TSMC Partner of the Year

 Samsung Electro-Mechanics Invests 6.7 Trillion Won in AI Substrates

 Samsung Electro-Mechanics Expands AI Semiconductor Substrate Production

 Samsung Electro-Mechanics boosts AI substrate capacity in Korea and Vietnam

 Financial Services Commission Reviews High-Frequency Trading Measures

 FSC targets HFT and leverage to steady South Korea’s stock market

 TSMC to Build Five Advanced Packaging Factories in Chiayi

 Tsmc adds five Chiayi packaging plants as AI demand surges, builds Taichung hub

 KOSPI Drops 2.7% Amid U.S. Yield Surge, Semiconductor Slump

 Quandela deepens South Korea quantum ties, drives photonic manufacturing push

 Mobilint Collaborates with LG Electronics, Doosan Robotics, Daedong on On-Device AI Semiconductors

 Mobilint teams with LG, Doosan, Daedong to test Korea-built NPU for robots, appliances

 Trump's Stock, Bond Trades Exceed All U.S. Congress

 Government, Korea Exchange Launch Korea Premium Week

 Korea launches premium week, vows to build global IR and modernize markets

 Economic Deputy Prime Minister Visits Bank of Korea

 Arm Launches AI Portal for 22 Million Developers and AI Agents

 Arm launches AI portal to optimize models for 22 million developers

 Quandela Collaborates with Korean Semiconductor , AI Firms

 Hana Securities shifts Korea market focus to earnings, backs AI memory buys

 SK Securities Raises Seojin System Target to 70,000 Won on Profit Recovery

 Hyundai Engineering Wins 870 Billion Won AI Data Center Contract

 Hyundai Engineering wins 870b-won Gunsan AI data center deal in South Korea

 President Lee Jae Myung Presides Over 3rd Mega Projects Meeting

 Lee Jae-myung chairs third Korea megaproject review, targets livable hubs

 Kospi dips after Chuseok as Kosdaq climbs in South Korea

 Qualcomm predicts AI glasses boost device use, coexist with smartphones

 Hana Securities: AI Memory Earnings Key to October Market

 Public Growth Fund delays 400b won for FuriosaAI, sparking fairness uproar in Korea

 Semiconductor surge lifts South Korea’s Q2 construction contracts 27% to 80t won

 Urban Scholar Names 'Yongseomayeo' as Seoul's New Central Axis

 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 .

 NineDot Adds 20 MW Battery Energy Storage Site  - NineDot Energy has opened its largest battery energy storage site to date in Hunts Point, New York. The new…

 NXP says Singapore fab with Vanguard is its biggest investment since Freescale  - NXP Semiconductors CEO Rafael Sotomayor said the Singapore fab NXP built with Vanguard International Semiconductor (VIS) is NXP's largest investment since it acquired Freescale in 2015. The 12-inch fab, run by the joint venture VisionPower Semiconductor Manufacturing Company (VSMC), opened in Tampines,...

 Xiaomi-backed robotics chip designer clears hearing, eyes US$100m Hong Kong IPO: sources  - Company plans to launch premarketing as early as this week and aims for a mid-October debut, sources say

 TSMC affiliate already eyes expansion as first Singapore plant 'sells out'  - Chipmaker plans 2nd facility as initial one opens instantly full due to AI demand

 Tech The Money: Qualcomm Could Do With Some Mediatek Magic  - Both companies suffered from the AI onslaught. Mediatek found a quicker way out.

 CEO Interview with Vivek Raghuraman of Mixx Technologies  - Vivek Raghuraman is co-founder and CEO of Mixx Technologies. At Intel, he led the first integrated silicon photonics transceiver to commercial release. At Broadcom, Raghuraman took two commercial generations of co-packaged optics through hyperscaler qualification in Meta’s environment. In 2023, together...

 Lee concludes state visit to Mexico with 17 MOUs, vows to push bilateral trade agreement  - Lee concludes state visit to Mexico with 17 MOUs, vows to push bilateral trade agreement President Lee Jae Myung concluded his Mexico visit after signing 17 agreements and pledging deeper supply chain and high-tech cooperation. 9/26/2026 - 12:21 PM SARAH KIM

 Photonic Inc Teams with Microsoft on Quantum Resource Estimation  - Photonic Inc. and Microsoft have collaborated to advance quantum resource estimation for future large-scale quantum computing systems. As quantum computing scales beyond a single processor, developers and enterprises need better ways to understand...

 🌘 Americas 
🇺🇸  ---  🌑 −

46h Micron Technolo…

 Construction Surge Driven by Semiconductors, Public Projects  - SK Hynix is also accelerating the completion of its Yongin semiconductor cluster.

 Video: Physical AI, determinism and Nvidia’s AI domination  - A panel discussion on “Catalysts of Sensors Innovation” at Sensors Converge 2026 brought out diverse views on the potential for physical AI innovations.

 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 .

 Twente puts superconducting magnetic sensor atop nanopyramid  - Researchers at the University of Twente have built a superconducting magnetic sensor on the tip of a micrometer-high pyramid.

 Nvidia adds a record US$150 billion to its stock buyback  - Nvidia's board has approved an extra US$150 billion for the company's share repurchase program. That raises the total still available for buybacks to US$235 billion. The company said on September 28 that it is the largest increase to a buyback authorization in history, and it expects to spend the full...

 世界先進新加坡12吋廠量產前滿單 財經專家點出三大觀察重點  - 世界先進(5347)與恩智浦(NXP)合資的新加坡12吋廠即將迎來量產,第一期產能目前已全數獲客戶包下,財經專家「股人阿勳」在臉書發文指出,一座工廠最理想的狀態,不是蓋得快,而是「工廠還沒正式量產,產能就已經有人訂走」,而世界先進新加坡廠正是這種情況。...

 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...

 Heat-resistant silicon carbide transistors fabricated on 6-inch wafers, moving closer to practical circuits  - While silicon carbide (SiC) has long been promoted as a key to developing electronics for extreme environments, the field has been stuck in the lab. Now, a team of researchers focusing on junction field-effect transistors, ...

 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...

 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.

 Can the Kospi stay above 7,000 after Chuseok? History offers some hope.  - Can the Kospi stay above 7,000 after Chuseok? History offers some hope. Data indicates that the bourse is likely to rise, but with various geopolitical developments unfolding during the break, market choppiness may persist. 9/26/2026 - 06:00 PM News Team

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺  ---  ☀️ +

 Discrete and Power Products Cost and Price Model  - This is the third update of the Discrete and Power Cost and Price Model for 2026.

 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

 Jet Megatextures Demo for ESP32-S3  - Mipmapping is a good way to add a lot more detail to a 3D scene without overburdening the rendering hardware with detail that won’t be seen by the user. This …read more

 How Many CPUs Do Personal AI Assistants Need?  - What a billion personal AI agents could mean for CPU demand, and why memory may set the limit.

 A unique solution for bioelectronics: Collagen and cacao butter  - Collagen is the most abundant protein in the human body, making up about 30% of total protein and providing structure, strength and elasticity to skin, bones and soft tissues.

 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 .

 Intuition and AI  - Can AI be creative? It is impossible to know unless we understand what creativity really means, and that's difficult to describe. The post Intuition and AI appeared first on Semiconductor Engineering .

 This week’s outside five sigma (#118)  - Power vs Mass Plot for creatures and creations

 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.

 GPU旁邊的小晶片也開始缺了!AI燒進成熟製程 聯電、世界、力積電迎漲價潮  - AI熱潮從先進製程一路燒向成熟製程,晶圓代工漲價潮也跟著擴大。AI伺服器帶旺電源管理IC(PMIC)、MCU、功率元件及網通晶片需求,加上部分晶圓廠縮減舊世代產能,下半 部分成熟製程已陸續調漲代工價格。業界看好,隨產能利用率回升,2027...

 [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, ......

 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 .

 Scott Kennedy on China’s ‘slow tech dragon’ and 2 more Xi-Trump meetings  - American adviser on Chinese business and economics highlights different phases of US-China relations over the past 50 years

 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.

 Chip, cosmetics exports lift business sentiment for Q4  - Chip, cosmetics exports lift business sentiment for Q4 A survey found stronger semiconductor and cosmetics exports improved fourth quarter outlook, though most firms expect profits to miss targets due to higher costs driven by energy prices. 9/27/2026 - 03:21 AM

 Intel Panther Lake Teardown  - Looking inside Intel 18A and Intel’s Panther Lake. A free SemiAnalysis STEEL teardown.…