Semi. Fabs and Clean Rooms 5h ago: Semiconductor fab construction, cleanroom expansions, capacity updates, and yield improvements are driving massive industry growth, particularly in the US with Arizona as a standout hub. Over 70 expansions since 2020 totaling $319B. TSMC committed $265B for 10 fabs in Phoenix. Global 300mm fab equipment spending projected at $149B in 2026 rising to $227B in 2029. Samsung and SK Hynix upgrading China plants.
Online Open-World Wafer Defect Discovery using Hyperdimensional Computing - Conventional wafer defect analysis relies on offline, closed-world classifiers that fail to detect novel, unseen defect signatures emerging during continuous semiconductor manufacturing. To address this, we propose WaferHDC, an online open-world wafer defect discovery framework based on hyperdimensional...
Micron Develops Vertical HBM Stacked on GPU for AI Semiconductors - U.S. memory semiconductor company Micron has unveiled plans to develop a next-generation semiconductor structure that vertically stacks high-bandwidth memory (HBM) on top of a graphics processing unit
Forgotten Material From the 1960s Is Hiding Something Unexpected - A long-overlooked material has revealed a hidden atomic pattern that challenges conventional expectations about magnetism. A uranium compound that has received little scientific attention for decades has been found to contain a previously unknown atomic structure with unusual magnetic properties. The...
The Huawei-DeepSeek Symbiosis - Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend
E Ink and FUJIFILM Imaging Systems Partner to Expand Large-Format Color ePaper Signage - E Ink announced a partnership with FUJIFILM Imaging Systems Co., Ltd. to establish a large-format color ePaper signage business, initially targeting the railway sector. Upon successful completion of prototype assessments, the companies will begin introducing select sizes in 2027.
Rad-tolerant GaN converter powers space electronics - Microchip’s POL-05-20S-T GaN converter delivers up to 20 A to power FPGAs, MCUs, and other processing-intensive digital loads in space. The post Rad-tolerant GaN converter powers space electronics appeared first on EDN .
Micron reaches deal with Taiwan union to introduce quarterly profit bonuses in FY27 - Micron Technology's labor dispute in Taiwan appears set for resolution after its Taichung union signed a labor-management agreement with the company and withdrew from the mediation session scheduled for October 22. According to an internal email circulated by employees, Micron will introduce quarterly...
Exports double in 1st 20 days of October on robust chip shipments - Exports double in 1st 20 days of October on robust chip shipments Korea’s exports more than doubled in the first 20 days of October, driven by a record surge in semiconductor shipments. 10/20/2026 - 09:42 PM
[News] NVIDIA RTX PRO 5500 Reportedly Draws $35B in China Orders, with Supply Seen at Just 5–10% - Despite CEO Jensen Huang's warning that NVIDIA's share of China's AI accelerator market has plunged from over 90% to nearly zero amid U.S. export curbs, demand for its lower-performance GPUs is surging. According to Reuters, ByteDance, Alibaba and Tencent have ordered more than 3 million RTX PRO 550......
The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip - Applied Materials President and CEO Gary Dickerson with the EPIC Center founding partners on October 12, 2026, in Sunnyvale, CA. (Tomas Ovalle/AP Content Services for Applied Materials, Inc.) The bottlenecks are becoming interconnected
High Tech Almere aims to give Dutch chip ecosystem room to grow - With ASM as an anchor and a planned research institute focused on advanced materials, Almere wants to build a new high-tech campus from scratch, creating room for the Dutch semiconductor industry to keep growing.
Perché proprio il carburo di silicio (SiC)? - La specifica di Google, Microsoft e NVIDIA non impone nessuna tecnologia. Ma tre formule spiegano perché, oggi, i suoi numeri portano al SiC.
Chip Industry Technical Paper Roundup: Oct. 20 - HBM power consumption; GAAFET leakage pathways; agentic AI for heterogeneous system design; nanoelectromechanical gain-cell eDRAM; AI-accelerated 3D-IC thermal modeling; agentic AI for RTL verification and debugging; thermal side-channel attacks in autonomous vehicles. The post Chip Industry Technical...
Building Physical AI Systems That Can Work in the Real World - Build scalable physical AI by balancing compute, power, safety, and cost—see why system architecture outperforms raw model size. The post Building Physical AI Systems That Can Work in the Real World appeared first on EE Times .
China’s Chip Catch-Up May Take Five Years: Miller - “Chip War” author Chris Miller says China may need five years or longer to catch up in advanced chips. Speaking on the sidelines of the Barclays Asia Forum in Singapore, he said restrictions on access to cutting-edge chipmaking equipment constrain the country’s capabilities. He appeared on Bloomberg’s...
Hydrogen truck for Dakar Rally - Toyota is to enter a hydrogen-powered truck (pictured with driver Dania Akeel) in the January 2027 Dakar Rally. The truck is a hydrogen fuel cell version of the ICE Hilux […] The post Hydrogen truck for Dakar Rally appeared first on Electronics Weekly .
Old LCD plants are back in business — this time for AI - Old LCD plants are back in business — this time for AI Once-idle display factories are being converted into semiconductor packaging lines and AI data centers as companies seek to expand operations quickly. 10/21/2026 - 06:00 PM News Team
Optics Primer, Part 4: Coherent Optics - How amplitude, phase and polarization carry data hundreds of kilometers, why that costs more than the optics inside a data center, and where…
Arteris FlexGen Opens Up Multi-Die Traffic Management for Non-Coherent Networks - Last year I wrote about Arteris’ introduction of multi-die support for coherent NoCs . This is a very big deal because hyperscalers and OEMs are now building large systems that depend on multi-chiplet architectures and require efficient traffic management between chiplets, in one case as many as 12...
India’s OSAT Buildout Puts Semiconductor Testing in Focus - NI said Kaynes Semicon has selected its semiconductor test systems, while other Indian OSATs continue to evaluate equipment as manufacturers prepare for production. The post India’s OSAT Buildout Puts Semiconductor Testing in Focus appeared first on EE Times .
Did You Miss a SEMICON West Show Daily? - Three days, one industry, and a lot happening on the show floor. If you couldn’t keep up with everything at SEMICON West’s San Francisco return, our Show Daily editions have the news, insights, and announcements you need. The post Did You Miss a SEMICON West Show Daily? appeared first on Semiconductor...
Cancer Guidance Technology Firm FluoGuide Collaborates with Leica Microsystems - FluoGuide, a biotech company specializing in precision cancer surgery, has entered into a collaboration with Leica Microsystems. According to FluoGuide, the agreement aims to optimize the use of imaging systems — namely Leica's microscope systems —...
Edge AI MCU Features Multimodal Compute, Tiered Memory - A new MCU combines AI-native acceleration with integrated high-bandwidth DRAM scalable to hundreds of megabytes. The post Edge AI MCU Features Multimodal Compute, Tiered Memory appeared first on EE Times .
How Singapore Connects Chip Research, Startups, and Manufacturing - From SiC power devices to silicon photonics, Singapore is building the infrastructure and industrial partnerships needed to bring deep-tech research to market. The post How Singapore Connects Chip Research, Startups, and Manufacturing appeared first on EE Times .
OLED gaming monitors emerge as shining light in dim display market - OLED gaming monitors emerge as shining light in dim display market Deeper blacks, faster screens and lower prices are driving an organic light-emitting diode, or OLED, gaming monitor boom in a sluggish display market. 10/20/2026 - 07:58 AM News Team
Datacentre CPU growth outpaces GPUs and ASICs - Agentic AI is reviving data center CPU demand, with CPU revenues up 35%, ahead of AI ASICs (+23%) and GPUs (+13%), according to the Data Centers Processor Market Monitor, Q3 […] The post Datacentre CPU growth outpaces GPUs and ASICs appeared first on Electronics Weekly .
Europe can lead in how chips become systems - Hamed Sadeghian proposes the creation by leading Dutch high-tech players of an industrial venture for semiconductor systems scaling.
AI Infrastructure for 2027: The Data and Orchestration Layers Agentic AI Needs - Futurum Research finds enterprise agentic AI adoption leveling off at 47%, and nearly half of enterprises running AI spend over budget. Drawing on a year of Six Five conversations, Futurum, and Moor Insights & Strategy research, here is the agentic AI data stack, MCP/A2A orchestration, and governance...
Why France is burning - Why France is burning France’s current unrest exposes how decades of deficit spending can leave future generations carrying an unbearable fiscal burden. 10/21/2026 - 11:01 AM Opinion Desk
China tech giants flood Nvidia with GPU orders to skirt US curbs - Starting next year, Nvidia is expected to allocate a significant portion of manufacturing capacity at TSMC, the world’s largest semiconductor foundry corporation, to its next-generation AI Semiconductor
Iceye expands SAR satellite constellation - Iceye has successfully launched and deployed four further SAR satellites into orbit, expanding its LEO constellation for Earth Observation. The four craft include two satellites for Portugal’s Atlantic Constellation with […] The post Iceye expands SAR satellite constellation appeared first on Electronics...
OMRON Acquires Industrial Computing Firm OnLogic for $675M - OMRON AUTOMATION, an industrial automation company, acquired OnLogic, an industrial automation company. By combining OnLogic’s industrial computing expertise with OMRON’s proven automation solutions, the two companies can help customers...
AI spending skepticism weighs on Kosdaq IPO debut - AI spending skepticism weighs on Kosdaq IPO debut The AI cloud provider hit its daily trading limit Wednesday after investors questioned its valuation, signaling global cynicism toward data infrastructure. 10/21/2026 - 03:13 AM News Team
Lace takes lithography beyond light - The Norwegian-Dutch startup Lace Lithography is betting that neutral helium atoms will take center stage in the next major leap in semiconductor patterning.
Qualcomm to start worldwide layoffs - Qualcomm is to lay off staff worldwide according to a memo from CEO Cristiano Amon to employees seen by Reuters. Notifications are to start next month. The number involved is […] The post Qualcomm to start worldwide layoffs appeared first on Electronics Weekly .
Nanophotonic Extreme Ultraviolet Polarimeter - …how we manipulate the polarization of visible light. Here, we extend such control to extreme ultraviolet radiation, the spectral region of attosecond science and semiconductor lithography, where transmissive optical elements are lacking. We implement channel waveguides that restrict incident 41-nm-wavelength...
Innovasea Packs Long-Life Electronics into Fish Tags - A company on Canada’s east coast is pushing acoustic telemetry toward lighter payloads and decade-scale deployments by treating energy, sensing, and animal welfare as a single systems problem. The post Innovasea Packs Long-Life Electronics into Fish Tags appeared first on EE Times .
Innodisk’s DDR5 8000 RDIMM addresses edge AI - Innodisk is expanding its DDR5 portfolio with 8000 RDIMM for compute-intensive applications, such as edge AI and enterprise servers. As the name indicates, the modules deliver data transfer speeds of […] The post Innodisk’s DDR5 8000 RDIMM addresses edge AI appeared first on Electronics Weekly .
Korea cannot dismiss the despair of French youth (KOR) - Korea cannot dismiss the despair of French youth (KOR) France’s economic strain and anger among the youth at its entrenched system should serve as a clear warning for Korea to diversify growth, create jobs and make housing more affordable. 10/19/2026 - 08:26 PM Opinion Desk
Automotive sensor power supply without a switching pre-regulator - An automotive sensor power supply appears deceptively simple to design but in fact poses many formidable challenges. The post Automotive sensor power supply without a switching pre-regulator appeared first on EDN .
Bloomberg Daybreak Asia: Asia Bucks US Chip Rally - Business and finance news from the Asia-Pacific.Asian stocks dropped, diverging from a chip-led rally on Wall Street, as sentiment toward the artificial intelligence trade remained jittery ahead of key earnings this week that will test the strength of gains in the technology sector. The MSCI Asia Pacific...
Good Golly It’s MOLY - 65 years ago this ad for TI diodes packaged using its Molybdenum Glass hermetic seal technique appeared in Electronics Weekly’s edition of May 3 1961: The post Good Golly It’s MOLY appeared first on Electronics Weekly .
