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 🌑 Americas 
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5¼d Western Digital

4¼d Texas Instrumen…

5¼d Enablence Techn…

 Semi. Fabs and Clean Rooms
21h ago: Active fab buildouts across U.S., Asia, and India with Samsung's second Austin fab groundbreaking, GlobalFoundries capacity boost, Applied Materials' massive cleanroom R&D center, Tesla Giga Texas construction, and TSMC N2/A14 ramps. AI/ML driving yield optimization but equipment incidents noted. Kaynes Semicon packaging facility operational in India.

 Iridium NTN Direct getting integrated into Altair cellular IoT chipsets  - The pairing will make it easier for product developers to support converged satellite-to-cellular IoT.

 布局面板級先進封裝!海德漢推出新平台,運動控制精度瞄準 5 奈米  - 海德漢( HEIDENHAIN )美國分公司總裁兼執行長 David Doyle 在 SEMICON West 接受採訪時表示,公司推出全新 METIS HP 平台,鎖定半導體面板級應用,透過高精度運動控制技術,協助設備業者因應先進封裝、量測與檢測等製程挑戰,並持續朝...

 Seoul apartment prices rise for 88th straight week despite housing curbs  - Seoul apartment prices rise for 88th straight week despite housing curbs Seoul apartment prices rose for an 88th consecutive week as demand lifted cheaper districts and nearby Gyeonggi areas, while Gangnam prices continued to fall. 10/16/2026 - 06:00 PM News Team

 SEMICON West 2026 Displays AI-Era Chipmaking, Workforce Development  - The trillion-dollar semiconductor industry is ready to adapt and expand its fab infrastructure for the AI wave. The post SEMICON West 2026 Displays AI-Era Chipmaking, Workforce Development appeared first on EE Times .

 Daegu protests as South Korea accelerates Gwangju military air base move  - But the situation changed as it became linked to the government’s project to create a semiconductor cluster in the southwest region.

 Power Integrations and Ideal Power collaborate on efficient, always-on solid-state circuit breakers  - Combining 1700V InnoMux-2 ICs with B-TRAN switches for protection, control and power conversion in 800VDC AI data center infrastructure

 China startup demoes prototype EUV light source  - Chinese startup Langdao Silex showcased its laser-produced plasma EUV source at a trade show, but the technology will likely take many years before it gets to decent EUV power levels. Even if it does, China will need many more advancements to build a practical EUV lithography tool.

 ASML eyes hybrid bonding, report finds, as Chinese firms adopt chip packaging technique  - The company has reportedly filed dozens of patent families related to the technology, which can improve chip performance

 [News] After TSMC’s 3Q26 Earnings: Key Brokerage Takeaways as 2028 Capex Forecasts Reach US$105B  - Following TSMC’s bullish earnings call, which saw the foundry giant raise its 2026 revenue growth outlook to 44% YoY and forecast another record quarter in 4Q26, foreign brokerages have weighed in with a largely upbeat verdict: all looks strong—except margins. Notably, analysts have revised t...

 Chip Industry Week In Review  - Fab expansion accelerates; China advances memory and EUV; Teradyne's test deal; SEMICON West and OCP highlights; 3D SiP; TSMC and ASML signals; 300mm fab spending; optical and 3D-compute startups raise fresh funding; quantum HW advances. The post Chip Industry Week In Review appeared first on Semiconductor...

 Enabling large language model agents for high-fidelity many-body perturbation theory calculations  - …demonstrate autonomous calculations and post-processing on 1D, 2D, and bulk materials, including the many-body enhancement of Fröhlich electron-phonon coupling in polar semiconductors . Our approach provides a general framework for knowledge engineering to enable reliable agentic workflows in computational...

 Real Men Have Global Fabs  - The Transformation of GlobalFoundries from a pure-play foundry to a tech company with fabs.

 Why Semiconductor AI Starts with Data, Not Algorithms  - The next gains from AI in semiconductors will come less from models and more from making fab and test data reliable, connected and tied to engineering decisions.

 Coherent Corp. Announces Timing of FY2027 First Quarter Earnings Release  - Coherent Corp. announced today that it will release its financial results for the quarter ended September 30, 2026, on Wednesday, November 4, after the New York Stock Exchange closes. The release will be followed by a live audio webcast at 4:30 p.m. ET to discuss the results.

 E Ink Launches Latest Version of Color ePaper Platform, E Ink Kaleido™ 4  - E Ink Kaleido 4 delivers improvements in color performance, brightness and contrast to support a more detailed and fluid ePaper experience.

 New X-Band Surface-Mount RF Filters Expand Nuvotronics RF Filter Portfolio  - Nuvotronics has introduced three new X-band surface-mount RF filters designed to deliver near-waveguide RF performance in a compact SMT package…

 Small Volumes, Big Impact: Europe’s Hidden Role in Advanced Chipmaking  - A Fraunhofer–IMS Nanofabrication partnership illustrates how Europe's low-volume semiconductor manufacturing can support the world's most advanced chipmaking. The post Small Volumes, Big Impact: Europe’s Hidden Role in Advanced Chipmaking appeared first on EE Times .

 L'economia del data center che si produce l'energia da solo  - Un campus AI in isola non conviene per il prezzo dell'energia. Conviene per il tempo. E quando la rete non c'\u00E8, il punto in cui si incontrano tutte le fonti non \u00E8 pi\u00F9 il contatore

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺6¼d Nanya Technolog…8.8% beat 🟢

↺60h Taiwan Semicond…3.2% beat 🟢

 Taiwan targets illicit AI server exports to China with five-year prison terms  - Taiwan is expanding the Foreign Trade Act to include AI servers and semiconductors in its list of controlled exports.

 台積電熊本二廠3奈米 列 本補助對象!何時投產、 產多少 最新進度一次看  - 本政府經濟產業省(經產省)16 宣布,已經批准台積電在熊本縣第二工廠生產3奈米製程先進半導體的計畫。這將是首度有廠商在 本國內製造3奈米製程晶片。 台積電先前想定在第二工廠製造6奈米與12奈米等製程的半導體,不過已在今...

 ASIC 合作擴大及高階手機市占提升,美銀給聯發科目標價 6,200 元  - 美銀證券(BofA Securities)在最新的研究報告中,重申對 聯發科 的「買進」投資評等,並維持目標價為新台幣6,200 元。報告指出,聯發科除了既有的 Google TPU 及 xAI 合作外,正進一步拓展特殊應用晶片(ASIC)客戶至字節跳動(Bytedance)。同時,高階手機晶片打入三星旗艦機供應鏈,預計自...

 China warns EU not to ‘fantasise’ on trade approach as Brussels confirms new ‘kill switch’  - Latest flare-up suggests danger of trade war between two of the world’s three biggest economies has far from de-escalated

 When AI generates the code, what does the Zephyr RTOS actually provide?  - Why deep developer expertise and open-source platforms like Zephyr RTOS matter more than ever in the era of AI-generated code

 Automotive demands driving passive components to extreme performance  - High-end passive components for vehicle battery measurements can be used elsewhere. The post Automotive demands driving passive components to extreme performance appeared first on EDN .

 Podcast EP374: How proteanTecs Tames Multi-Die Packaging Challenges with Nir Server  - Daniel is joined by Nir Sever, an industry veteran with over 30 years of technological and managerial experience in advanced VLSI engineering. Before joining proteanTecs, Nir served for 10 years as the COO of Tehuti Networks, a pioneer in the area of high-speed networking Semiconductors. Prior to that,...

 Dow Rises, Nasdaq Falls in Mixed New York Market Amid AI Concerns  - Semiconductor stocks Micron and Intel also declined 4% and 3.02%, respectively. CoreWeave’s bond yields surged to 15% at one point this week.

 U.S. Army Research Office Grants the University of Central Florida $19.2M: Week in Brief: 10/16/26  - GlobalFoundries (GF) has been selected to operate two semiconductor fabrication facilities at its Malta, N.Y., site under a U.S. Japan initiative providing up to $21 billion in funding. The first fab, expected to begin construction in 2026 and come online in 2029, will add approximately 900,000 300 mm...

 Taiwan’s AI Ambitions Run into Talent Gap  - AMD’s David Wang told EE Times that while Taiwan has huge opportunities in rack-scale AI, physical AI, and AI PC markets, the sticking point may well be talent. The post Taiwan’s AI Ambitions Run into Talent Gap appeared first on EE Times .

 Large Scale Wireless Network Validation  - Laboratory testing can verify functionality, but real-world deployments introduce challenges such as RF interference, physical barriers and increasing node density. Learn how a sector-based validation infrastructure helps engineers assess wireless network performance at scale before moving systems into...

 The Nexperia crisis: inevitable or precipitated by circumstance?  - There are two ways to read Nexperia’s fate: as the predictable conclusion of a Chinese takeover or as collateral damage from the US-China technology war.

 Energetics of Fault-Tolerant Spin-Qubit Quantum Computation  - Semiconductor spin qubits offer a promising route to compact and scalable quantum computers, combining long coherence times in isotopically purified silicon with compatibility with semiconductor manufacturing. Beyond computational speedup, their energy efficiency is an important consideration for future...

 A flash of light opens a new route to efficient, lightweight semiconductors  - Researchers have developed two new organic semiconductor materials using a light-driven chemical reaction. The paper is published in Chemistry—A European Journal.

 XMax to acquire 1200V vertical GaN power semiconductor developer Hexa Creation  - Deal gives entry to high-voltage GaN power technology targeting AI data-center power infrastructure

 TSMC Open to Working With Terafab But Must Control Plants  - Taiwan Semiconductor Manufacturing Co. is in discussions about collaborating with Elon Musk’s Terafab project, though the Asian chipmaker stressed it must control its chip production in any alliance.

 Asian stocks plummet as AI debt and inflation fears bite  - KOSPI down 7.6%, Nikkei falls nearly 5% as pressure mounts on tech stocks

 Kospi plunges over 7% as AI doubts, U.S. rate fears hit Seoul  - Kospi plunges over 7% as AI doubts, U.S. rate fears hit Seoul Korean stocks tumbled as AI return concerns, Chinese chip supply fears and rising U.S. rates prompted heavy foreign selling. 10/14/2026 - 10:34 PM News Team

 Dynamic Scattering Controls Speckle Noise and Aberrations in OCT Imaging  - Speckle noise and aberrations limit high-resolution optical imaging by obscuring the fine detail in an image. Speckle is linked to the use of spatially coherent light — without coherence, speckle disappears. But, so does the ability to perform interferometric imaging techniques like OCT, which uses...

 What Makes a USB SmartHub Different?  - Connected embedded systems increasingly require more than basic USB expansion to support internal (chip-to-chip) interface requirements. USB SmartHub ICs combine high-speed hub functionality, interface bridging and flexible port management in a single device, helping developers reduce system complexity...

 🌑 EMEA 
    +

 China’s proposed AI tech export bans may create short-term costs, long-term gains: analysts  - A key uncertainty is how open-weight AI technologies would be affected by the proposed controls

 Samsara Tracking Label Wins TIME Innovation Award  - Samsara’s Bluetooth-based Tracking Label has been named one of TIME’s Best Inventions of 2026 in the Logistics category. Introduced…

 Kospi slump drives forced sell-offs as Koreans shift to bonds and U.S. stocks  - -listed issue with the largest net buying by domestic investors over the past week was the leveraged exchange-traded fund (ETF) “SOXL,” which tracks three times the daily return of the U.S. semiconductor

 輝達 CPO 布局再升級:推出「中介層光學」技術,邁向量產新里程  - 輝達(NVIDIA)近期公開發表新一代共同封裝光學(CPO)技術,其核心突破在於將光學引擎從傳統的封裝基板,直接轉移至承載運算晶片的中介層(Interposer)上。此舉讓電訊號得以繞過有機基板進行傳輸,藉由縮短訊號路徑,不僅能顯著提升頻寬密度,更能大幅降低運作功耗。...

 Taiwan Mask targets Japan's Kyushu chip expansion with US$4.75 million TCK acquisition  - Taiwan Mask Corporation (TMC) is expanding its presence in Japan through the acquisition of semiconductor equipment services provider TCK, extending its business beyond precision photomask manufacturing to equipment assembly and engineering support in Japan's growing Kyushu semiconductor market.

 Longest Chip Selloff Since 2006 Mints Short Sellers $32 Billion  - A historic rout in semiconductor stocks has delivered a windfall for short sellers who were brave enough to bet against what had been one of the highest flying corners of the US equity market for much of the last year.

 Braino! Takes the Cheap Yellow Display to School  - These days, it’s common to give even very young children a mobile device loaded up with educational software that aims to improve everything from basic motor skills to reading and …read more

 Malaysia Unveils Six Chips in Bid to Move Up Technology Chain  - Malaysia is stepping up efforts to develop its own chips to push into higher-value areas of the semiconductor industry and capitalize on the artificial intelligence boom.

 Vanilla’s Sweet Secret Could Help Heal Stubborn Wounds  - Vanillin could help form wound-care materials while supplying antibacterial activity, a combination made more practical by its low-cost and abundant supply. The compound behind vanilla’s sweet aroma could become an ingredient in wound-care materials. A team from Flinders University’s Biomedical Nanoengineering...

 Kospi rebounds over 2% on eased chip rout, Fed bets  - Kospi rebounds over 2% on eased chip rout, Fed bets Stocks rose 2.05 percent as bargain hunting in chip stocks and renewed hopes over Federal Reserve policy lifted investor sentiment. 10/16/2026 - 03:42 AM

 Optical parts maker to triple Malaysian capacity to tackle AI supply crunch  - Taiwan's FICG pursues China +1 strategy at request of US customers

 ZEISS Acquires Ceres Holographics  - ZEISS acquired Ceres Holographics, a holographic technology company. Ceres Holographics will become part of ZEISS Microoptics, a business unit within ZEISS with a focus on industrializing holography for high-volume automotive, aerospace, and consumer markets. Representatives of ZEISS Microoptics and Ceres...

 Texas Instruments board declares fourth quarter 2026 quarterly dividend  - The board of directors of Texas Instruments Incorporated (Nasdaq: TXN) today declared a quarterly cash dividend of $1.52 per share of common stock, payable Nov. 10, 2026, to stockholders of record...

 Strengthening supply chains behind US semiconductors  - New research maps hidden upstream dependencies in the US semiconductor supply chain and outlines potential mitigation strategies to make the ecosystem more resilient.

 TSMC eyes Texas and Musk Terafab project for US expansion  - Chipmaker building new plants at 'unprecedented pace' on 'extremely robust' demand

 Japan Offers GlobalFoundries $21B for U.S. Fab Expansion  - Japan’s $21B offer to GlobalFoundries would add two New York fabs and lift U.S. chip capacity 10%; see why analysts warn on state support. The post Japan Offers GlobalFoundries $21B for U.S. Fab Expansion appeared first on EE Times .

 TSMC Breaks Silence on Terafab, Hints at Tenant Role in Texas  - [Opinion] Both companies are in uncharted territory as they rethink the future

 Services matter more in the AI era, but regulation isn't enough  - Services matter more in the AI era, but regulation isn't enough Semiconductor-led gains mask weak service productivity, leaving Korea’s AI-era competitiveness constrained by regulation and underinvestment. 10/15/2026 - 11:01 AM Opinion Desk

 NAS upgrades: Proprietary lockouts and surmounts  - A speedier LAN “freeway” is irrelevant if its “vehicles” remain slow. Updates are fortunately available both used and already in inventory. The post NAS upgrades: Proprietary lockouts and surmounts appeared first on EDN .

 Show Daily 2026 — Day Three  - View or Download the SEMICON West Show Daily — Day Three! The post Show Daily 2026 — Day Three appeared first on Semiconductor Digest .

 This week’s outside five sigma (#120)  - Heterogeneous GaN and InP integration on CMOS