lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 Semi. Fabs and Clean Rooms
3h ago: Recent X posts (as of September 20, 2026) highlight ongoing semiconductor fab construction, cleanroom expansions, yield/process improvements, and capacity updates. Key themes include India's emerging ecosystem, Korean memory capacity debates, U.S./global AI-driven builds, and supply-chain constraints. Tata Electronics Dholera fab under active construction, Semicon projects approved, Applied Materials $5B India investment. SK hynix vs Samsung DRAM/HBM capacity debate ongoing. Cleanrooms seen as bottleneck for AI supply.

 AI Power Demands Push GaN into Data Center Design  - Rising AI power demands are pushing data center designers toward GaN-based power conversion for higher efficiency and density. The post AI Power Demands Push GaN into Data Center Design appeared first on EE Times .

 Brent’s Musings: This One Is for All the Marbles  - A childhood box of marbles reveals an unexpected family connection between century-old manufacturing innovation and a lifelong career in semiconductors.

 머스크 '테라팹', 상표권 분쟁... 美 테라프린트 "우리가 먼저"  - 일론 머스크가 미국 내 AI 반도체 대량 생산을 위해 추진하는 대형 프로젝트, '테라팹(TeraFab)'이 예기치 못한 장애물을 만났다. 전력 공급도, 반도체 생산 기술도, 건...

 封裝測試不再只是配角!6大廠掀6千億資本戰 台灣二線廠迎命運分水嶺  - 2026 ,全球封裝測試業正上演一場罕見的資本競賽。 光、Amkor、力成、長電科技、通富微電與京元電子,6大封測公司今 資本支出加總約190億美元,直逼6千億元新台幣。其中, 光投控一家就高達105億美元;京元電子今 預計投入15.7億美元,甚至高於去...

 Korea ranks second from bottom of OECD for income redistribution  - Korea ranks second from bottom of OECD for income redistribution The country’s Gini coefficient, measuring income inequality, improved by 17.6 percent, about half the average of member states. 9/19/2026 - 11:20 PM

 Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure  - In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on the necessity of solving the interconnect bottleneck in large-scale AI data centers by transitioning to...

 President of Royal Society says government’s splitting of DSIT functions was mistaken  - The president of the Royal Society, Sir Paul Nurse (pictured), has told the House of Commons Science and Technology Committee that the government’s move to split up the DSIT was […] The post President of Royal Society says government’s splitting of DSIT functions was mistaken appeared first on Electronics...

 SFP: The single-mode module autopsy  - This initial entry in a planned series analyzes a long distance-capable fiber optic cable networking adapter containing a focused-beam laser. The post SFP: The single-mode module autopsy appeared first on EDN .

 Broadcom’s AI Engine Shifts Into Overdrive  - Broadcom’s fiscal third-quarter 2026 results show how artificial-intelligence infrastructure is shifting from general-purpose acceleration toward customized compute and large-scale networking. The company reported AI semiconductor revenue of $16.7 billion, up 221% year over year and 54% sequentially....

 Taiwan firms keen on investing in US manufacturing  - A recent survey found that 36% of nearly 120 US manufacturers have already reshored or are actively reshoring production, while more than 60% have capital investment plans for doing so. Taiwan's investment in the US is also rising, and Taiwanese firms' moves will become clearer after the Taiwan Electrical...

 🌘 Americas 
🇺🇸  ---  🌑

 ABB Ferrari Hypersail tests DC power at sea  - ABB has partnered with Ferrari Hypersail to bring its Direct Current (DC) technology and marine electrification expertise…

 MEMS Sensor Developer sensiBel to Adopt X-Celeprint’s Micro-Transfer Printing Process  - senisiBel, a developer of optical MEMS sensing technology, has established a strategic manufacturing partnership with X-Celeprint, a provider of micro-transfer printing (MTP) industrial solutions. Through this partnership, sensiBel will use MTP to...

 算力供不應求 微軟在台資料中心擴建至4座  - 台灣微軟今天在台北舉辦DevDays Asia 2026亞太技術 會,台灣微軟總經理卞志祥表示,未來2到3 人工智慧(AI)算力需求仍將大於供給,微軟正積極在台擴建資料中心,整體架構將從原先2座擴充為4座;在這波算力競逐中,台灣供應鏈的關鍵角色「無庸置疑」。...

 [News] TSMC Plans Mini-Loop at Kaohsiung to Speed CoWoS Tool Validation; Reportedly Eyes AUO Site for CoPoS  - As AI demand drives growth in advanced packaging, TSMC is strengthening equipment and materials validation across its supply chain. According to Commercial Times, construction of Kaohsiung’s Baipu Industrial Park began on September 21, with TSMC expected to anchor the cluster. The company plans to......

 Chip rebound deepens Korea’s trade dependence  - Chip rebound deepens Korea’s trade dependence Korea’s trade exposure rose in 2024 as a strong semiconductor recovery boosted exports and reshaped industrial transactions, Bank of Korea data showed. 9/21/2026 - 01:29 AM

 [Market Memo] Calm Before the IPO Storm  - Pirates don’t agree to truces.

 Inside the Tiny Unfixable Eye: iPhone 18 Pro and Pro Max Teardown  - The iPhone 18 Pro’s little mechanical pupil is irresistible. A bunch of moving parts make for a good excuse to put our brand new camera under the microscope. We weren’t…

 Improve your gaming experience with this 27-inch ASRock FHD 180Hz gaming monitor that’s at an all-time low of just $96 — quality IPS panel with AMD Freesync, HDR400, and 1ms response time is 40% off  - Jump into high-refresh-rate gaming without breaking the bank: ASRock’s 27-inch 1080p 180Hz IPS gaming monitor is just $96, a whopping 40% off and at an all-time low

 American datacenters might be getting dirtier, but at least they'll be efficient  - US power emissions restrictions are being wiped out, but hey – datacenters running Nvidia kit are getting better at extracting ever bit of compute they can from a megawatt, for what it's worth

 Analog Bits Targets the Power Challenge at the Heart of Next-Generation Chips  - Analog Bits is expanding its role in advanced semiconductor design with new intellectual property aimed at one of the industry’s most difficult problems: delivering, monitoring, and managing power inside increasingly complex chips.

 Partnership for Realization and Validation of AI hardware Leadership  - The photonixFAB project aims to empower photonics innovation by SMEs and large entities by providing low barrier access to both low-loss silicon nitride (SiN) and silicon-on-insulator (SOI) based photonics platforms with indium phosphide (InP) and lithium niobate (LNO) heterogenous integration capabilities....

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 Computation and Data Movement for Inference  - Mapping MoE models onto inference hardware: structure, flow, and efficient serving…

 Coherent Showcases Optical Innovations to Scale AI Infrastructure at ECOC 2026  - Coherent showcases its latest optical innovations at ECOC 2026, spanning Scale-Up, Scale-Out, and Scale-Across connectivity to address the bandwidth, power, integration, and thermal challenges of next-generation AI infrastructure.

 Coherent Launches PhotonLink™ Integrated Optics Platform for AI Infrastructu  - Coherent launches PhotonLink™, an integrated optics platform that combines critical photonics technologies with end-to-end assembly, test, and manufacturing capabilities to deliver complete optical solutions for next-generation AI infrastructure.

 The Lifelines of Power: Sea, Oil, Space  - Original Article By SemiVision Research [Reading time: 11mins]

 China’s DRAM Specialist CXMT Eyes NAND Flash Entry  - China’s twin memory stars, CXMT and YMTC, move into each other’s turf to capitalize on AI-driven storage shortages. The post China’s DRAM Specialist CXMT Eyes NAND Flash Entry appeared first on EE Times .

 Anthropic’s AI Slowdown, OpenAI’s $1.2T Valuation & Salesforce’s AI Bet  - Anthropic's "Pace the Frontier" essay set off a week in which nearly every major AI leader, and two heads of state, weighed in on whether the frontier should slow down. Patrick Moorhead and Daniel Newman read the incident as something larger than a safety debate. Whoever sets the pace of the frontier...

 Qualcomm’s Adreno X2 GPU ...  - Integrated GPUs have become a crucial component in recent laptop chips, thanks to a push for better graphics performance in ultraportable devices. ...

 台積電先進封裝落腳處 高雄白埔園區21 動土  - AI帶動先進封裝需求高速擴張,高雄半導體S廊帶再迎重要里程碑。高雄白埔產業園區預計21 舉行動土典禮,公共工程正式啟動的產業投資計劃,聚焦在台積電進駐打造先進封裝設備、材料聯合研發與驗證基地。白埔將從土地開發階段,跨入半導體供應鏈聚落建設期。...

 Magnachip Announces Strategic Investment by Navitas Semiconductor  - Magnachip Semiconductor Corporation, a designer and manufacturer of analog and mixed-signal power semiconductor platform solutions, today announced that Navitas Semiconductor Corporation has agreed to make a $5 million strategic equity investment in Magnachip. The post Magnachip Announces Strategic Investment...

 Apple A20 Pro: The iPhone 18 Pro's TSMC 2nm Processor  - TechInsights performed an exploratory teardown and analysis of the Apple A20 Pro processor extracted from Apple’s newly released iPhone 18 Pro. The Apple A20 Pro application processor is fabricated using TSMC's N2 process—the first 2 nm process from TSMC featuring gate-all-around transistor technology....

 Exports up 78% in first 20 days of September on robust chip shipments  - Exports up 78% in first 20 days of September on robust chip shipments Korea's exports surged 78 percent in the first 20 days of September, led by a 259 percent jump in semiconductor shipments. 9/20/2026 - 09:58 PM

 How 60 GHz Radar Improves Low-Power Presence Sensing In IoT Devices  - Track occupancy and motion continuously without keeping the full sensing and processing chain active. The post How 60 GHz Radar Improves Low-Power Presence Sensing In IoT Devices appeared first on Semiconductor Engineering .

 Bi-Weekly Portfolio update & Weekly Retrospective #4  - Welcome to my portfolio review &retro section.

 Tech The Money: Nvidia is the Most Pilled of the AI-Pilled  - It's not even close. And that surprised me.

 ARIA funds Space Solar for stratospheric RF power beaming  - Space Solar, the Harwell-based space company specialising in wireless power beaming, has won a £1.3m research contract from the UK’s Advanced Research + Invention Agency (ARIA). The award from ARIA […] The post ARIA funds Space Solar for stratospheric RF power beaming appeared first on Electronics...

 Chinese memory-maker CXMT claims DRAM production breakthrough  - PLUS: Toyota's robot hiring spree; China's CDNs struggle; India to charge for some UPI payments; and more!

 China’s CXMT touts new chip manufacturing platform as close to ‘world’s most advanced’  - Fifth-generation process narrows gap with global leaders Samsung and SK Hynix as the DRAM maker shows two 24-gigabit chips

 TNO looks to double photonic chip pilot capacity  - TNO is already looking to double production capacity of its photonic chip pilot plant under construction at the High Tech Campus Eindhoven.

 Apple Takes on Deepfakes With New iPhone Pro  - Latest iPhone signs image data before it leaves the sensor

 Stronger North American Demand to Keep Enterprise SSD Prices on an Upward Trend in 4Q26, Says TrendForce  - U.S. CSPs have recently upgraded their enterprise SSD demand forecasts over the past two weeks, according to TrendForce’s research. This shift is mainly driven by major CSPs speeding up deployments and expanding enterprise SSD use across more applications. Notably, this demand increase isn't confined...