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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

↺4½d PlayNitride-158% miss 🔴

↺6¼d E Ink8.5% beat 🟢

↺4½d Powerchip Semic…15% beat 🟢

↺4½d Innolux-65% miss 🔴

 Semi. Fabs and Clean Rooms
95m ago: Recent activity centers on India's semiconductor push with three ATMP units in production and Tata's first wafer fab delayed to mid-2028, alongside a new ₹1.27 lakh crore Semicon 2.0 program. TSMC Arizona 2nm fab may come online earlier than planned with CoWoS capacity doubling yearly. SK Hynix approved $38B for new memory fabs with cleanrooms targeted for late 2028-2029. South Korea considers expanding a cluster to 9 fabs. Data center power and optical infrastructure remain key bottlenecks over pure chip supply.

2¾h: Cidel Asset Management Inc. Has $12.55 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

2¾h: Grey Fox Wealth Advisors LLC Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

2¾h: Farther Finance Advisors LLC Acquires 9,431 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

2¾h: Fifth Third Wealth Advisors LLC Lowers Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

2¾h: Empowered Funds LLC Invests $754,000 in Tower Semiconductor Ltd. $TSEM

2¾h: Ballentine Partners LLC Buys 2,566 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

3h: BCS Wealth Management Invests $564,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

3½h: Activest Wealth Management Sells 1,832 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

4h: Samsung and SK Hynix step up semiconductor investment as AI drives growth

4h: Precision Micro reports strong growth in semiconductor revenue amid rising AI demand

4h: [News] AGC to Showcase Innovative Solutions at the Largest Semiconductor-Related Exhibition in Taiwan

4h: Penang redraws its semiconductor playbook for a higher-value decade

4½h: NHanced Semiconductors and University of Florida to Present Advanced Photonics Packaging Research

4½h: 26 Trillion Semiconductor Sector: Unveiling Innovative Ideas Shaping the Future of Global Tech

5h: Bangladesh’s semiconductor success will depend on what it owns

5¼h: Space Forge takes first step into US manufacturing

5½h: Surface Preparation Chemicals Market to Reach 174 Index by 2035 on Semiconductor Demand

5½h: Fluorocarbon Elastomer Gaskets Market Growth Driven by Semiconductor Demand Through 2035 - News and Statistics

5¾h: Lithium Complex Greases Market to Reach 2035 on Semiconductor and Robotics Demand

6½h: Resin Stripping Chemical Market To Hit USD 1.8 Billion by 2035, Driven by Semiconductor Fab Growth and Water Treatment - News and Statistics

6½h: Bee Cave-based CesiumAstro acquires semiconductor company | Lake Travis - Westlake

6½h: Hynix Semiconductor Plans $130 Million Investment in Incheon Fac

6¾h: Advanced Spectral Technology to Demonstrate the Zentura Wafer-Level Metrology System at the 2026 Kyushu Semiconductor Industry Exhibition

7h: AI Bubble Test: Why Semiconductor Stocks Hold the Answer

7¼h: Hanmi Semiconductor To Acquire Real Estate Worth 56 Billion Won

8h: Book value per share of SPEL Semiconductor Limited – NSE:SPELS

8¼h: Moody’s Raises South Korea Growth Forecast to 3.5% on Semiconductor Supercycle

8¾h: South Korea Denies Semiconductor Investment Talks with the U.S.

 Quectel connects IoT with Android 16 smart modules  - Quectel Wireless Solutions, the IOT specialist, has launched two Android 16 smart modules aimed at industrial and commercial applications. These are the SH602FA, a high-performance 4G smart module, and the […] The post Quectel connects IoT with Android 16 smart modules appeared first on Electronics...

 NVIDIA secures 8 GW Ohio AI campus for OpenAI  - NVIDIA has secured land, power and data center shell capacity at SB Energy’s PORTS-Pike Technology Campus in Ohio, with…

 Humanoids will take off when they are deemed safe, NXP exec says  - NXP sees advanced robots as an extension of its expertise in parts for automotive.

 [News] NVIDIA Vera Rubin Spillover from HBM to NAND: CMX Fuels TLC Spot Price Rebound from June Dip  - As NVIDIA’s Vera Rubin ramps up, its memory impact is extending beyond HBM into NAND. Alpha Economy reports that stronger Rubin production is tightening TLC NAND supply-demand, with the 512Gb TLC NAND spot price rebounding from its June dip to $21.125 on Aug. 17. Citing DRAMeXchange, the report...

 TSMC Follows the Money: More Than 75% of Its Revenue Now Comes From U.S. Customers  - Original Article By SemiVision Research [Reading time: 6 mins]

 Simplifying Secure Industrial Connectivity with the New MCX A5 MCUs  - Explore MCX A5 MCUs with 10BASE-T1S Ethernet, topology discovery and post-quantum security for simpler, secure industrial edge connectivity..

 COHERENT BEGINS CUSTOMER SAMPLING OF 300mm HIGH THERMAL CONDUCTIVITY SILICON CARBIDE SUBSTRATES FOR AI INFRASTRUCTURE  - Coherent announced that it has begun sampling of its 300mm high thermal conductivity silicon carbide (SiC) substrates to leading AI semiconductor partners.

 UMass Amherst Engineers Make Edge AI More Efficient by Redesigning Both Algorithm and Hardware  - System leverages hyperdimensional computing algorithms and analog in-memory computing hardware to achieve quick, accurate processing. The post UMass Amherst Engineers Make Edge AI More Efficient by Redesigning Both Algorithm and Hardware appeared first on Semiconductor Digest .

 Everspin to Participate in the Lytham Partners 2026 Consumer & Technology Investor Summit on August 18, 2026  - CHANDLER, Ariz.--(BUSINESS WIRE)--Aug. 17, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 What caught your eye? PCB supplies, Intel memory, Laser links  - Supply issues around PCBs, that Intel may be re-entering the memory sector, and the first in-flight optical communications link between a re-entry spacecraft and an orbiting satellite... The post What caught your eye? PCB supplies, Intel memory, Laser links appeared first on Electronics Weekly .

 Adapter makes Google’s wireless Android Auto a reality  - Bluetooth and Wi-Fi combine to untether smartphone-to-car connections…this time with a Google, versus Apple, angle. The post Adapter makes Google’s wireless Android Auto a reality appeared first on EDN .

 The next silicon? AI data centre material faces price spike amid China supply crunch  - Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission

 Eolian announced that Flint Grid, a 200MW, 5+hour duration grid-scale battery energy storage system in Jersey Township, Licking County, Ohio, has started construction  - Eolian’s proven and enviable track record is evidenced by the successful funding and development of nearly 30 GW of operating…

 Scientists Reprogram How Light Travels in Just 74 Femtoseconds  - An ultrathin silicon surface can steer and reshape light in just 74 femtoseconds, opening a path toward a new generation of high-speed optical technology. A pulse of light can cross the width of a human hair in roughly 74 femtoseconds. In that same vanishingly brief interval, a new device developed at...

 RISC-V : What Really Matters  - Readers may have seen the recent post from Dmitri Grinberg RISC-V: They Should Have Known Better which sets out, at some length, his criticisms of the ISA.

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑

↺6½d Jenoptik2.6% beat 🟢

 亞智宣布完成310、510及700 mm面板級封裝ECD與濕製程設備量產平台布局  - 亞智領先業界率先完成310 mm、510 mm及700 mm跨尺寸的ECD(Electrochemical Deposition,電化學沉積)量產平台布局。為進一步提升RDL重佈線層製程整合能力,以ECD為核心,整合清洗、顯影、蝕刻及剝膜等關鍵化學濕製程,推出Omni 310、Omni 510及Omni...

 [News] CXMT DDR5 Reportedly Tops 9,000 MT/s on AMD Platform, Narrowing Performance Gap With Global Leaders  - China’s DRAM maker CXMT is advancing at a rapid pace. According to TechPowerUp, Colorful’s CXMT-based DDR5 memory has surpassed 9,000 MT/s on an AMD platform, highlighting improving overclocking potential. A 48GB (24GB×2) iGame Shadow II kit running on Colorful’s iGame X870E VULCAN W OC mothe......

 Do we still need schematic diagrams for analog circuits?  - The highly integrated ICs have changed the appearance of the analog-circuit schematic diagrams over the years. The post Do we still need schematic diagrams for analog circuits? appeared first on EDN .

 Hanmi Semiconductor 's 8th Factory: Largest for AI Semiconductor Equipment  - Hanmi Semiconductor is making a large-scale new investment to proactively address the global shortage of AI semiconductor equipment supply.

 Hanmi Semiconductor buys Incheon site to build largest Plant 8 for AI gear

 Taiwan's 'AI Dividend' Cash Faces Election Criticism

 Taiwan plans nationwide cash payout to share AI boom gains amid backlash

 Samsung Electronics Switches to Real-Name System, Sparks Backlash

 KOSPI Drops 1.55% Amid U.S. Yield Pressures

 U.S. yield surge and institutional selling drag South Korea stocks lower

 Samsung Electronics repays 20 trillion won to Samsung Display as memory booms

 Seoul home prices post nine-month high as Nowon and Seongbuk lead gains

 Moody’s lifts South Korea growth outlook to 3.5% on chip boom

 ABOV Semiconductor EB holders redeem principal amid Korea share slump

 People Power Party: President Lee's Democratic Party Control Bid Fails

 People Power Party says Lee Jae-myung fails to seize Democratic Party control

 Institutions and individuals dump shares as KOSPI slips below 7000 in Korea

 POSCO DX Slashes Industrial AI Costs 50% via Domestic NPUs

 Posco DX accelerates Korea NPU adoption to power vision AI and cut costs

 Moody's Raises South Korea Growth Forecast to 3.5%

 KOSPI 200 Net Profit May Fall 60-100 Trillion Won, BNK Says

 KOSPI Rises Over 2% on Semiconductor , Large-Cap Optimism

 Record Foreign Inflows Face U.S. Yield, Oil Risks

 Korea stocks rally as AI, chip optimism lifts KOSPI despite U.S. slump

 Industry Ministry Pushes Flexible Work Hour Exceptions in Mega Zones

 Semiconductor boom propels South Korea exports to record $99 billion in July

 Memory Stocks Rebound on AI Demand Surge

 Shinhan Securities: SK Networks' AI Investment Assets Gain Prominence

 SK hynix dividend boost fuels SK Square buybacks and M&A in Korea

 Shift to Semiconductor ETFs, Samsung Advised

 Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place, Says TrendForce  - TrendForce’s latest NAND Flash industry research reveals that AI server demand remained steady in the second quarter of 2026—particularly for enterprise SSDs—resulting in a supply shortage across the NAND Flash market. This allowed suppliers to raise ASPs significantly through contract negotiations....

 Raj Talluri Named CEO At K&S  - Talluri, a semiconductor veteran, has been named president and chief executive of Kulicke and Soffa Industries (K&S)

 Rise Design Automation at DAC 2026  - AI was everywhere at DAC 2026, so I stopped by the booth of Rise Design Automation to chat with Ellie Burns to hear what’s new this year. Ellie shared that Rise DA has added a new AI-powered flow to go from specification to a High Level Synthesis (HLS) model, to a RTL model. The reason for using a HLS...

 Engineers connect bacteria to create living transistors  - MIT researchers have engineered bacteria that can function as transistors, allowing the team to create living "circuit boards" that can be printed onto a growth medium in a Petri dish.

 Why the Advanced Packaging Semiconductor Market No Longer Moves as One  - Advanced packaging does not move as a single market. See why packaging strategy increasingly depends on workload and application-based market data rather than on a single-processor view.

 NVIDIA’s $500B AI Bet, Anthropic’s Watermark Gamble & the Edge AI Debate | Ep. 315  - NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep. 315 of...

 Yole Group’s MEMS Industry 2026 report confirms: Bosch is one of the top leaders in the MEMS market  - The latest Status of the MEMS Industry 2026 report by Yole Group,…

 The Transformation of the Semiconductor Assembly and Test Business  - TSMC is sharing the wealth for good reason

 Nokia retools NXP’s Chandler fab for InP manufacturing  - Nokia has agreed to acquire NXP Semiconductors’ fab in Chandler, Arizona, intending to convert the RF GaN facility to manufacture InP optical components.

 From Chips to Cash: Taiwan Shares the Gains From the AI Boom  - Original Article By SemiVision Research [Reading time: 5 mins]

 Liquid Cooling Becomes Standard for High-End AI Infrastructure, with Penetration Expected to Reach 53% in 2026, Says TrendForce  - Liquid cooling penetration among AI chips is projected to rise to 53% in 2026 and approach 60% in 2027. High-end chips from NVIDIA, AMD, and Google are driving the adoption of liquid cooling. NVIDIA’s rack-scale solution shipments are expected to double in 2026, while more than 80% of Google’s AI...

 $12B of US ratepayers' money wasted on a modeling mistake and PJM wants to do it again  - How America's greatest grid wasted billions and is putting ratepayers at risk by using bad models, no not those models.…

 Bi-Weekly Portfolio update - Mid-August [1st to 15th August]  - How's my portfolio looked? What changes have I made and what's my plan?

 Package Failure Analysis Services | IC Package FA Lab  - Package failure analysis is the systematic investigation of defects and failures originating within semiconductor packaging, interconnects, solder connections, die attach, bond wires, redistribution layers and other structures that connect the semiconductor die to the outside system. A semiconductor device...

 🌔 🇺🇸 Americas 
🇨🇦 ---  🌔 +

33h Wolfspeed,

↺5½d Coherent2.8% beat 🟢

↺6½d Lumentum0.8% beat 🟢

 Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance  - Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives and TSMC Chairman C.C. Wei's assessment of major cloud service provider (CSP) demand, to record capex from US CSPs and surging orders across downstream players like...

 Huawei Hubble builds China's InP optical chip stack for the AI interconnect era

 Daxin Materials accelerates semiconductor push with 12 products in mass production

 AI pays off for 80% of Taiwan enterprises — but data gaps loom, study found

 VeriSilicon revenue surges 91% as AI ASIC backlog swells to US$1.85B

 Xintec readies 12-inch IVR backside copper for TSMC's next-gen AI chips

 Taiwan forges ahead with Pittsburgh's AI, robotics playbook

 2,056 humanoid robots march to Beijing for China's biggest real-world test

 Rockchip profit jumps 62% as edge AI chips scale across devices

 Innolux posts 4th straight profit, sees consumer display slip in 3Q26

 TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

 SK hynix's No. 2 customer closes in on Nvidia in 1H26 sales

 China AI chip sales scale: Biren's revenue rockets up to 21-fold

 Samsung faces tougher HBM4E test after HBM4 comeback

 AI drives power semiconductors into at least a two-year shortage

 South Korea's Gwangju chip hub faces looming water crunch as experts push underground storage and AI management

 Nvidia swaps credit support for exclusive chip sales in OpenAI's Ohio data center campus

 Nvidia vs Broadcom: Dueling AI financing bets, Contrasting risks

 South Korea's NPS backs AI optical link amid US scrutiny

 Samsung deepens humanoid push with new robotics lab

 Taiwan advances national quantum computing plan as key procurement contract nears

 AI server supply chain ramps up capital, talent, and capacity

 Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia

 Arm faces capacity squeeze as CPU demand tops US$2 billion

 Eiso Enterprise's Guishan plant expansion doubles PCB capacity, eyes AI, aerospace, defense markets

 India moves beyond electronics assembly as new approvals deepen component and equipment ambitions

 Humanoid robots expose the limits of chasing higher TOPS

 South Korea-India venture Indichem targets semiconductor materials supply chain without China

 ByteDance and Hollywood reach copyright pact for AI video and image tools

 Research Bits: Aug. 18  - Edge AI hardware/algorithm co-design; memtransistor with programmable response speeds; artificial synapse with long- and short-term memory. The post Research Bits: Aug. 18 appeared first on Semiconductor Engineering .

 Moody’s nearly doubles Korea’s 2026 growth forecast to 3.5% on chip boom  - Moody’s nearly doubles Korea’s 2026 growth forecast to 3.5% on chip boom The ratings agency cites surging semiconductor exports and expects the chip upcycle to continue through at least mid-2027. 8/18/2026 - 02:17 AM News Team

 ASML shouldn’t overplay its hand with opportunistic price increases  - By focusing on cost savings, improving the reliability and performance of its systems, it will automatically capture a larger share of the pie.

 Burst-Driven Collective Ultrafast Interactions for Confined Optical Absorption  - …which is efficient but offers limited spatial localization. Here, we show that a burst of ultrafast pulses can collectively build up a population of free carriers in semiconductor nanoparticles via multiphoton absorption. The free carriers absorb linearly and strongly, and dissipate rapidly once the...

 Kiev To solve Moscow’s Problems  - THE “Kiev ” has been developed in the Computer Centre of the Academy of Sciences here in Moscow. It is a general purpose digital computer and is designed to solve […] The post Kiev To solve Moscow’s Problems appeared first on Electronics Weekly .

 Controlling Voltage Droop In 2.5D PIM Chiplet Architectures (Washington St., UW-Madison)  - Researchers from Washington State University and University of Wisconsin–Madison published a technical paper titled “ReVolt: Power Delivery Network-Aware Voltage Droop Control for 2.5D PIM Chiplet Architectures.” Abstract “Processing-in-memory (PIM)-based 2.5D multi-chiplet platforms are enablers...

 EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset  - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent earnings from Lumentum and Coherent, pointing to margin pressures...

 Prerequisites for Honam Semiconductor Blitzkrieg  - The government has yet to make a decision on allowing exceptions to the 52-hour workweek—a prerequisite for the Honam semiconductor project.

 ChipAgents Leads the AI Revolution at DAC 2026  - I believe this year’s DAC will be viewed as the time and place where EDA experienced a major shift. That is, the shift from the value of tools and methodology to the value of agentic design flows powered by highly trained agents. The design community will clearly need the tools and methodologies that...

 Government must resolve labor disputes over 'Yellow Envelope' act and more  - Government must resolve labor disputes over 'Yellow Envelope' act and more The government must clarify labor rules and balance flexibility with protections to keep strategic investment at home. 8/17/2026 - 11:01 AM Opinion Desk

 Fluid-Side Observability Expands AI Hardware Reliability  - As AI systems increasingly rely on liquid cooling, coolant condition is emerging as a reliability signal. The post Fluid-Side Observability Expands AI Hardware Reliability appeared first on EE Times .

 xEV power chip market to more than double to $14.5bn by 2031  - SiC displacing silicon in powertrain as batteries move from 400V to 800/1000V

 Precision Under Pressure: Rethinking Bond Reliability In High-Density Semiconductor Test  - Bond testing is emerging as a critical control point for long-term performance and yield. The post Precision Under Pressure: Rethinking Bond Reliability In High-Density Semiconductor Test appeared first on Semiconductor Engineering .

 Measurement basics: A field guide to instrument interfaces  - Understanding GPIB, USB, LXI, PXI, and VXI interfaces equips engineers to unlock the full potential of their T&M tools. The post Measurement basics: A field guide to instrument interfaces appeared first on EDN .

 CEO Interview with Jerry Chen of Upbeat Technology  - Jerry Chen, CEO and Founder of Upbeat Technology, received his Master of Science in ECE from the University of Texas at Austin. Started working as an IC design engineer in Silicon Valley at Intel, Lucent, Apple, and Procket Network since 1995. Later transitioned into Technical Marketing roles, serving...

 How Coherent Can Earn Investor Confidence  - Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next.