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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 CAST Moves the Full TCP/IP Stack into Hardware at 100 Gbps  - CAST has introduced TCPIP-100G, a synthesizable intellectual-property core that implements a complete TCP/IP stack in hardware for ASICs and FPGAs. The core is designed to transmit and receive at up to 100 Gbps without depending on a host processor. That distinction is important: this is not simply a...

 binder adds midmount PCB connectors to its M12 portfolio  - The circular industrial connector specialist binder binder is expanding its M12 portfolio with angled panel-mount connectors. For centric PCB mounting, they are designed to fit into a slim, cylindrical housing. […] The post binder adds midmount PCB connectors to its M12 portfolio appeared first on Electronics...

 Oracle's AI Data Centers Hit 98% GPU Use Despite Expansion  - Of the total capacity, AI semiconductor -installed facilities currently account for about 2 GW, projected to rise to over 12 GW by 2032.

 How OpenAI Used Its Own LLMs to Design Its Jalapeño Chip  - AI drastically shortened its design time; it will only get faster

 SEMI joins ReSiLient consortium to strengthen Europe’s silicon and SiC raw material value chains  - SEMI Europe to lead Work Package 8 on Social Acceptance, Dissemination, Communication and Standardization

 Kokusai Electric gains from Hitachi split as AI memory demand surges  - Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According to Nikkei , the company benefited from faster decision-making, continued research and development spending, and rising...

 LG sells 15 US image patents to Honor as IP monetization expands

 UAE commits EUR40B to expand Germany ties in AI, energy and defense

 Fujitsu's Monaka targets 2027 mass production with TSMC 2nm boost

 AI power demand pushes Taiwan to overhaul energy rules

 Yole Group takes outside capital for the first time, selling minority stake to new French fund

 DIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up

 China optical firms target photonics with mixed high-end, lower-cost push

 STMicro lead times top 1 year, boosting Taiwan chip makers

 DIGITIMES Insight: High NA EUV chips near production, but economics will be the pacemaker

 Taiwan eases investment rules for AI center infrastructure projects

 Behind the BRICS handshake: How far can the China-India reset go?

 Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

 AI demand lifts UMC, VIS, PSMC revenue

 CPO nears mass production — next battle about interfaces, yield and maintenance

 India semiconductor deals hit a multi-year high ahead of SEMICON India 2026

 Hua Hong Grace completes Huali Micoelectronics acquisition, state parent raises stake

 Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

 AI's energy demand ignites global nuclear rush, straining Taiwan's restart

 Lab self-investigations show AI agents improvising past their own guardrails

 Gritek to take full control of 12-inch silicon wafer venture in major restructuring

 Z.ai reloads with US$5 billion for China's AI race

 Samsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist

 LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects

 Sandisk recruits engineers in Korea as memory talent race heats up

 South Korea broadens espionage law to counter rising tech leaks

 DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

 Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment

 ST launches automotive image sensor for lower-cost in-cabin sensing  - STMicroelectronics has launched the VD56GA, a 1.1MP automotive image sensor designed to reduce the cost and complexity of…

 環球晶:義大利諾瓦拉廠 已正式部分復工  - 環球晶(6488)14 宣布,7 20 發生火警的義大利諾瓦拉(Novara)廠已正式部分復工,整體復原進度較原規劃略為提前。目前關鍵廠務系統均恢復運作,部分前段製程陸續恢復生產,磊晶(EPI)製程率先重啟,首批產品已完成加工並開始出貨。...

 CircuitPython Goes Turbo With Precompiled Functions  - It would not be at all original to declare that Python is the new BASIC. Like BASIC, it has been the first programming language for a whole generation of coders, …read more

 Korea's ICT exports mark record high on sustained AI investments  - Korea's ICT exports mark record high on sustained AI investments Korea's ICT exports hit a record $59.98 billion in August, with semiconductor demand driving the sector's first trade surplus above $40 billion. 9/14/2026 - 12:50 AM

 半導體產業最缺的居然是「蓋廠工人」?台積電13座廠大搶人 演算法工程師薪資狂飆15%  - 104人力銀行週二(9/8)發布最新「2026半導體人才報告書」,指出2026 半導體業每 徵才人數為4.7萬人, 增幅達2成,顯見AI帶來的動能持續暢旺。 其中,AI時代讓演算法工程師薪資水漲船高,一口氣提高逾15.7%, 薪中位數已達141萬以上。...

 Beijing pushes AI-assisted chip design as part of self-sufficiency drive  - Agentic AI is creating a ‘paradigm shift’ in semiconductor design, chairman of domestic EDA leader Empyrean Technology says

 팹리스 톱10, 2분기 매출 73% 급증…AMD, 퀄컴 제치고 첫 3위  - 2분기 전 세계 상위 10대 팹리스(반도체 설계전문) 기업 매출 합계가 전년 동기 대비 73% 급증했다. 인공지능(AI) 인프라 투자 광풍 영향이다. 서버용 중앙처리장치(CPU...

 EEG biosensors help AI read your mind to guide robots, cars and more  - Dozens of EEG products are on the market, while researchers in Korea find unconscious brain signals with EEG

 The Air Computer  - Can you build a computer with water, air and clever geometry?

 What happened in Goldman Communacopia & Citi’s Global TMT conferences?  - What management teams said at the conferences held between Sept 8 & 10, 2026.

 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

 The 1,000-watt problem: a TSMC veteran on the brute force forging Nvidia's AI chips  - "He practically created a new era—the age of AI," Mou-Shiung Lin said of Nvidia CEO Jensen Huang. Yet, the early TSMC executive describes the methodology behind that success in blunt terms: it is "violent."

 Chipmakers’ rejection of prepaid power bills warrants reflection  - Chipmakers’ rejection of prepaid power bills warrants reflection Samsung Electronics and SK hynix’s rejection of Kepco’s prepaid power plan underscores the risks of basing industrial and fiscal policy on a prolonged semiconductor boom. 9/14/2026 - 11:01 AM Opinion Desk

 NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases, Says TrendForce  - TrendForce’s latest memory industry research indicates that the NOR Flash market is undergoing its most significant structural shift in supply and demand in nearly a decade. AI-related products are absorbing a substantial share of production capacity, leaving suppliers limited room to increase NOR Flash...

 Optical Imaging Reveals Metabolic Activity of Individual Immune Cells  - An advanced optical imaging technique has uncovered previously inaccessible information about the metabolic activity of individual immune cells within a complex blood sample. Peripheral blood mononuclear cells (PBMCs) are routinely assessed for...

 Datacentre performance now sold by the rack not the chip  - The value in datacentres is shifting from the chip to the rack, says Yole, with hyperscalers and AI labs co-designing their own AI ASICs and with advanced packaging, HBM4, […] The post Datacentre performance now sold by the rack not the chip appeared first on Electronics Weekly .

 Long Live the Short King: Why 4-hi HBM Wins  - Same Bandwidth, Fewer Dies: How 4-hi HBM Cuts Inference Costs and Makes Scarce DRAM Go Further…

 Build a high-end AMD gaming PC for less — Ryzen 7 9800X3D bundle includes an X870E motherboard, 32GB DDR5, AIO cooler and a game for $1,109.99  - The bundle pairs one of the best gaming CPUs available with a premium X870E motherboard and 32GB of DDR5-6000 memory, while also throwing in a 240mm AIO cooler and a free copy of Onimusha: Way of the Sword.

 CIOE 2026 Field Notes: The AI Optical Interconnect Race Is Entering Its Next Phase  - Original Article By SemiVision Research [Reading time: 23 mins]

 The chip boom and a currency paradox: How a stronger won may soften Samsung, SK hynix earnings  - The chip boom and a currency paradox: How a stronger won may soften Samsung, SK hynix earnings A surge in semiconductor exports has strengthened the won, cutting into earnings forecasts for Samsung Electronics and SK hynix. 9/13/2026 - 06:01 AM News Team

 US-led Luzon corridor in Philippines faces growing scrutiny over real local benefits  - Filipinos, especially Gen Z, are concerned that the corridor and other US-led projects are ‘more exploitative than beneficial’, analysts say

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

84m: Stock Market Midday, Sept. 14: Tech Stocks Slide on Dire AI Warnings, Micron Drops 5%

2h: Intel Is Stuck in Neutral. There Is Exactly One Thing That Should Change Your Mind.

2h: Memory Falls Hardest as AI Chiefs Ask the Industry to Slow Down

2h: Tech stocks fall after calls for AI development to slow

2¾h: Nvidia, Broadcom Tumble In AI Rotation; These U.K.-Based Names Gain

3¾h: Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today’s Market

3¾h: ADI's Communications Segment Surges on AI Demand: What's Ahead?

4h: Micron Technology Is Ramping Up Production of High-Bandwidth Memory. Here's Why That Could Send the Stock to New Heights This Year

4h: Seagate Vs. Western Digital: One Moved First on AI Storage Demand. The Other Is Playing It Safe.

4¼h: Corning Stock Is One of Today’s Worst in the S&P 500. It’s Not Just the AI Selloff.

4¾h: Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls Back

4¾h: Memory Stocks Lead AI Selloff as Anthropic and OpenAI Chiefs Urge Slower Development: Micron and SanDisk Sink 6%, SK Hynix Drops 7%

5h: Skyworks Is Trading 18% Above Its Own Price Target. Overbought or Something Else?

5¼h: Investors Heavily Search Intel Corporation (INTC): Here is What You Need to Know

5¼h: Verizon Leads 6G Momentum with Nine New Forum Members and Successful Real-World ISAC and AI-Native Trials

5½h: Why Iren Stock Just Got a Double Upgrade to Buy

5¾h: HPE Stock Is Downgraded After Rising 159% This Year. Why?

6h: Western Digital to redeem all $109.5M outstanding of 2028 notes

6h: A $1.5 Trillion Defense Budget Is on the Table. Here's the 1 Defense Stock I'd Buy First.

6¼h: Prediction: Intel Could Be\u00a0the Tech Comeback\u00a0Story of the\u00a0Decade

 Advanced Packaging Changes The Rules For Semiconductor Health And Performance Management  - How to understand every chiplet inside the system-in-package. The post Advanced Packaging Changes The Rules For Semiconductor Health And Performance Management appeared first on Semiconductor Engineering .

 Precision Under Pressure: Ensuring Quality in a Globalized and Miniaturized Semiconductor Industry  - Traditional measurement approaches like strain gauges and LVDT displacement sensors are reaching their limits for detecting the minuscule forces and rapid dynamics involved. The post Precision Under Pressure: Ensuring Quality in a Globalized and Miniaturized Semiconductor Industry appeared first on Semiconductor...

 Radon sensor embeds sizeable alpha particle detector  - PIN photodiode collects, counts and discriminates alpha energies to determine residences’ radon gas-caused cancer danger degrees. The post Radon sensor embeds sizeable alpha particle detector appeared first on EDN .

 The NY Creates and Micron Technology Joint Apprenticeship Program Welcomes First Cohort  - Albany, NY — NY Creates (the New York Center for Research, Economic Advancement, Technology, Engineering, and Science) and Micron Technology, Inc., held a signing ceremony where 10 apprentices joined the first cohort of their joint workforce development program. Announced in April by Governor Kathy...

 Inside COUPE and Beyond: From Optical Engine to Optical Network-on-Package  - From TSMC COUPE to Celestial AI OMIB: How Optical Engines Could Evolve Toward Photonic Bridges and Optical Network-on-Package

 Fortaegis secures $50M to commercialize Secure Compute platform  - Amsterdam-based Fortaegis has raised 50 million dollars to start production and commercial deployment of its ‘unhackable’ Secure Compute architecture.

 Everspin Technologies to Present at the H.C. Wainwright 28th Annual Global Investment Conference  - CHANDLER, Ariz.--(BUSINESS WIRE)--Sep. 14, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 The AI Buildout Will Continue  - 90% chance things stay the same. 10% chance we are all dead.

 Who, Me? Tech team stood and laughed at colleague who pressed the wrong off button  - Ticklish situation solved with a lie about emergency maintenance

 Mitsubishi Electric’s New Plate Heat Exchanger Delivers 3x Conventional Heat Transfer Performance  - Reduces refrigerant charge to one-third for lower environmental impact and enhanced safety

 [Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory  - Irrational Analysis is heavily invested in the semiconductor industry.

 Samsung Might Be the Most Unusual Company on Earth  - Samsung might be the most unusual company on earth because it is difficult to decide what kind of company it actually is. To most consumers, Samsung means smartphones, televisions, refrigerators. Yet the name also appears on apartment towers, cargo ships, hospital equipment, insurance policies, construction...

 昇陽半拚成長 三大產品線齊點火  - 昇陽半導體(8028)布局再生晶圓、晶圓薄化及AMS(Materials Solution)三大產品線,隨先進製程、先進封裝及AI伺服器需求擴張,三大產品線同步展現成長動能。 法人分析,昇陽半2026 第二季營收、毛利率及營業利益率均創歷史新高,毛利率已突破37%、營業利益率超過25%。...

 Stock Market Weekly Retrospect #3  - Here's how we saw the week that just ended....

 The Intel Kiryat Gat Mystery  - What Has Intel Been Quietly Doing Inside Fab 38?

 Tech The Money: The King’s Crooked Smile  - Value is in the eye of the beholder

 [News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production  - As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and novel materials, with production designed aroun......

 From Transistors to AI: The Chiplet Revolution with Ramune Nagisetty  - My podcast guest this week is a powerhouse of the semiconductor industry: Ramune Nagisetty. Ramune, best known for developing the chiplet-based system-in-package architecture concept, joins me this week to discuss her foundational work on chiplet-based system-in-package architectures, the current reality...