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 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

 Semi. Fabs and Clean Rooms
2¾h ago: TSMC simultaneously building/expanding ~20 fabs worldwide (4-5x historical pace). Arizona Fab 3 in vertical construction, Fab 2 tool install for 2027 volume. Equipment demand jumped 90% in six months (1.9x July 2026 vs baseline); 2026 CapEx toward $64B. Goldman Sachs raised WFE forecasts significantly. CoWoS capacity ramping to 130k-150k wpm by end-2026. Skilled labor shortages major constraint in Taiwan/Arizona. CXMT strong Q2 growth tightening DRAM supply.

 How long can government 'omnipotence' continue? (KOR)  - How long can government 'omnipotence' continue? (KOR) Punitive housing taxes and risky stock market measures show why Korea must curb intervention and restore market discipline. 9/3/2026 - 09:28 PM Opinion Desk

 Omdia: China-Based Panel Makers to Capture 65% of Automotive Display Shipments in 2H26  - China-based panel makers are forecast to account for 65.2% of global automotive display shipments in the second half of 2026, up from 59.0% in the first half, according to new research from Omdia. The post Omdia: China-Based Panel Makers to Capture 65% of Automotive Display Shipments in 2H26 appeared...

 China’s Hua Hong To Build New 300mm JV Fab  - China’s second largest foundry vendor is building a new fab in Wuxi

 U.S. Companies Invest $2 Billion in South Korea's Semiconductors, Wind  - Axcelis, a semiconductor ion implantation equipment company, will expand its manufacturing facilities in South Korea.

 HiSilicon T30322 (SMIC 28 nm) and ASR1903_B0 (TSMC 22ULL) 5G RedCap transceivers  - China is pushing hard to expand its cellular IoT network, targeting 100 million 5G IoT connections by the end of 2027. Local operators and hardware vendors are already putting this technology to work in industrial applications. While the main global players like Qualcomm and MediaTek currently set the...

 How long can government 'omnipotence' continue?  - How long can government 'omnipotence' continue? Punitive housing taxes and risky stock market measures show why Korea must curb intervention and restore market discipline. 9/3/2026 - 11:01 AM Opinion Desk

 Applied Materials’ Advanced Packaging Vision: AI Scaling Is Becoming a System Integration Problem  - Original Article By SemiVision Research [Reading time: 8 mins]

 Modelithics Releases Qorvo GaN Library v26.5.11 with New 200 W GaN Model  - Modelithics® is pleased to announce the release of the Modelithics Qorvo® GaN Library v26.5.11.

 Why press-fit technology continues to expand  - As press-fit is deployed across more applications, PCB interconnects must handle increasing levels of integration, power density and connector density, writes Michael Meckl. Figure 1: Cross-sectional comparison of soldered and […] The post Why press-fit technology continues to expand appeared first...

 SNU wants to harness the power of AI, but energy limits mean lights out for many labs  - SNU wants to harness the power of AI, but energy limits mean lights out for many labs For a host of professors, it's one thing to have GPUs, but entirely another to be able to use them as departments struggle with maxed out server rooms. 9/2/2026 - 06:00 PM News Team

 Containing AI Agents With a Will of Their Own  - Meta recently open-sourced a capable, large-scale agent model — 30 billion parameters, a rough measure of the model’s size and complexity. It’s free, downloadable, and runs, per Meta’s own benchmarks, on a MacBook Pro with an M4 Max or M5 Max chip and 32GB of memory. Their rationale is that powerful...

 Fraunhofer’s Precision Optics to Make Plant Health Visible from Space  - How much light do plants emit, and what can this light emission tell us about the health of the plants? The new European Space Agency’s (ESA) mission FLEX, standing for “Fluorescence Explorer,” scheduled to launch in mid-September, will address this question. At the heart of the satellite will be...

 Supermicro and Solidigm: The Best Cooling in the Data Center Today  - Paul McLeod of SuperMicro discusses collaborating with Solidigm to boost power efficiency for AI workloads in the data center in this customer testimonial.

 Mercedes Spinout Athos Closes Its Doors  - The startup was unable to secure the financing required to continue commercialising its chiplet-based technology The post Mercedes Spinout Athos Closes Its Doors appeared first on EE Times .

 IP core provides scalable JESD204C connectivity  - Achronix now offers a JESD204C IP core for connecting high-speed ADCs and DACs to programmable logic in Speedster7t FPGAs. The post IP core provides scalable JESD204C connectivity appeared first on EDN .

 Debugging intermittent Comcast, part 3: Retrospective analysis  - Why did some things happen? Why didn’t others? What happened instead? Were some outcomes predestined? And what begs for further study? The post Debugging intermittent Comcast, part 3: Retrospective analysis appeared first on EDN .

 What a Die-level Analysis Reveals About Apple's M5 Pro GPU Design  - When Apple announced the processor, much of the discussion focused on how the two dies were connected and the role of TSMC's SoIC-X face-to-face (F2F) hybrid bonding technology. The next question is how Apple laid out the GPU die, which we examined in our latest Digital Floorplan Quick Look (DFQ).

 The current state of Hybrid Bonding in 2026 — TSMC sits at 6 microns and the HBM delay that nobody expected  - Hybrid bonding, the copper-to-copper joining technique that replaces solder microbumps in 3D chip stacks, is in high-volume production on logic and freshly postponed on memory.

 Vexlum Appoints President of the Americas: People in the News: 9/2/26  - Pasqal, a neutral-atom quantum computing company, has selected its board of directors following its Nasdaq listing. The board comprises nine directors and is chaired, in a non-executive capacity, by Pasqal co-founder Alain Aspect, who also serves as chair of its scientific advisory board, with Michel...

 Indian Startup HrdWyr Builds AI-Native SoCs for the Physical World  - HrdWyr is developing AI-native SoCs for power management, motor control, and other applications where AI meets physical systems. The post Indian Startup HrdWyr Builds AI-Native SoCs for the Physical World appeared first on EE Times .

 Intel signals external customer wins for 14A foundry process  - Intel has given its clearest indication yet that external chipmakers are preparing to manufacture products on its 14A process.

 Know your Substrate: Part 2 - Decoding the rest of the value chain  - Covered the wafer transistors are built on. That was the front of the chip's life, inside the fab. Let's how those transistors are converted to finished semiconductor chips mounted on PCBs.

 Temporal Signature of Bosonic Stimulation Induced by Dark Exciton in a Two-photon Pumped Polariton Condensate  - …and phonon-based mechanisms. These observations indicate the presence of a new dark state originated stimulation channel that could facilitate highly-efficient THz lasing in semiconductor microcavities.

 Top Ten Seniconductor Manufacturing Equipment Companies  - With their estimated percentage market shares, these were the top ten semiconductor manufacturing equipment vendors in Q2: % Applied 17-20 ASML 16-19 LAM 14-16 TEL 11-14 KLA 6-8 Naura 3-5 […] The post Top Ten Seniconductor Manufacturing Equipment Companies appeared first on Electronics Weekly .

 Exclusive: Sir Robin Saxby Reflects on Impact of AI, Geopolitics, and Retirement  - An EE Times exclusive video interview with Sir Robin Saxby, founding CEO of Arm, on industry transformation in the age of AI, geopolitics, and how retirement has allowed him to support new startups. The post Exclusive: Sir Robin Saxby Reflects on Impact of AI, Geopolitics, and Retirement appeared first...

  AsiaPac 

 [News] Samsung Electro-Mechanics Secures KRW 1.07 Trillion Long-Term MLCC Supply Deal for AI Servers  - Samsung Electro-Mechanics (SEMCO) announced in a regulatory filing on September 1 that it has signed a Long-Term Agreement (LTA) with an undisclosed global tech giant to supply Multi-Layer Ceramic Capacitors (MLCCs) for artificial intelligence servers. The contract, valued at KRW 1.0722 trillion,...

 Get Out While You Can Silicon Valley VC Tells AI Founders  - “Founders running successful AI companies should all take a cold, hard look at exiting in the next 12-18 months, which may be a value-maximizing moment for outcomes,” says Silicon […] The post Get Out While You Can Silicon Valley VC Tells AI Founders appeared first on Electronics Weekly .

 ASML to expand Japan workforce to aid next-gen chipmakers Rapidus, TSMC  - Dutch equipment maker to lift headcount to about 700 from 500, Japan unit chief says

 The Economics of Where You Catch It: Test, Yield, and the Cost of Late Detection  - Why every test step is a financial decision: false rejects, escapes, and the rising cost of late detection.

 Fabrication platform could enable flexible, transparent next-generation photonic chips  - This scalable process produces high-performance chips for applications like discreet wearables or pliable augmented-reality displays.

 Transparent silicon-photonics chips could bring advanced optical systems to curved displays  - The field of silicon photonics, which uses light rather than electricity to transmit and process data on semiconductor chips, has enabled optical systems to evolve from bulky setups to compact, advanced systems. Typically, ...

 HBM’s Vertical Ascent: Why Packaging Is Becoming the Heart of AI Memory  - SK hynix’s Hot Chips 2026 presentation explains how High Bandwidth Memory (HBM) is evolving to meet the extraordinary memory requirements of artificial intelligence. Its central message is that future progress will depend not only on better DRAM circuits but also on advanced packaging, denser vertical...

 What’s in the September Issue?  - Each issue of Semiconductor Digest has articles found only in the magazine. Click on the links to read the articles in the September issue and pick up an issue in print at SEMICON West! The post What’s in the September Issue? appeared first on Semiconductor Digest .

 Tesla expected to launch Cybercab with no lidar, driver, steering wheel  - Waymo’s robotaxis in 14 US cities use lidar and other sensors while Tesla has relied on a vision-first approach that doesn’t include lidar.

 Designing the Infrared Detectors of Tomorrow: Baptiste Gonon-Mathieu Wins Best Student Paper Award at the II-VI Workshop  - Understanding electron behavior to design the infrared detectors of tomorrow: this is the challenge taken on by Baptiste as part of his PhD at CEA-Leti. Combining fundamental research, technological innovation, and defense applications, his journey illustrates the breadth and depth of the research conducted...

 President Lee Jae Myung Meets Labor Leaders on Mega Projects, Retirement Age  - Earlier, the two major labor unions strongly opposed the government’s review of applying a relaxed 52-hour workweek system to the Honam Region Semiconductor Mega Special Zone on August 3 and had previously

 Vector Photonics to promote PCSELs in datacentres  - Vector Photonics, the Glasgow PCSEL pioneer will show, at ECOC 2026, the European Conference on Optical Communication, how its PCSEL laser technology can eliminate communications bottlenecks in AI datacentres. “Optical […] The post Vector Photonics to promote PCSELs in datacentres appeared first on...

 The president's escape act (KOR)  - The president's escape act (KOR) A columnist argues that President Lee Jae Myung's survival instincts now threaten judicial independence and public standards. 9/2/2026 - 08:54 PM Opinion Desk

 US export curbs have reshaped China’s tech scene around ‘chokepoints’: report  - China’s tech start-ups now focus far more on key ‘chokepoint’ technologies, especially in the chip supply chain, Morgan Stanley report finds

 Offshoots of cancelled TrueNAS Core upgrade to FreeBSD 15  - Exeunt zVault stage right; enter FreeCORE and BSDnas

 Bi-Weekly Portfolio update - End-August [15th to 31st August]  - How's my portfolio looked? What changes have I made and what's my plan?

 SEMICON Taiwan 2026: The New AI Race Is About Building the Entire System  - Original Article By SemiVision Research [Reading time: 13 mins]

 QArray+: A physics-informed GPU-accelerated simulator for quantum dot arrays  - Semiconductor quantum-dot arrays are a compelling platform for scalable quantum technologies, yet their practical operation is hindered by the complexity of tuning large-scale devices. Existing automation tools rely on simplified physical models---such as constant-capacitance approximations and equilibrium...

 GlobalFoundries, Startup Prep Gain-Cell Memory  - GF also discloses more details about its new UX technology platform

 Chips Act 2.0, Part 3: Can Europe compete?  - Europe can compete in semiconductors, but not at every layer of the value chain and not by treating market-share targets…

 Samsung teases new HBM5 with twice the performance of HBM4E —ambitious data transfer rates could hint at 4,096-bit interface  - Samsung expects HBM5 to deliver 4 TB/s of bandwidth per stack by late 2020s, which will enable AI accelerators with aggregated memory bandwidth of around 100 TB/s.

 Special Report: OmniVision 50MP Resolution Image Sensors for Mobile Applications  - This special report summarizes the 2026 analysis deliverables for these 50MP image sensors for mobile applications, which are currently available on our Platform. In particular, the following section highlights the key analysis deliverables for OmniVision’s comprehensive 50MP sensor portfolio across...

 ATALCO reaches $800m in funding for alumina refinery  - New $350m equity stake to enable production of USA’s first primary gallium

 Integrated Photonics Firm iPronics Raises $125M, Secures NVIDIA Backing  - iPronics, a developer of silicon photonics-based optical circuit switching for AI infrastructure, has secured $125 million in Series B funding co-led by Maverick Silicon and Light Street Capital. NVIDIA joined the round, with participation from new and existing investors, including Triatomic Capital,...

 Northrop Grumman wins $7m DARPA contract to create diamond-cooled chips  - Better heat dissipation enables smaller, lighter, faster and longer-lasting defense and space equipment

 Inside TSMC, Intel and Apple’s Circle of Trust  - [Exclusive] Never before reported accounts of Intel’s attempts to win business from Apple, and TSMC’s strategy to stay ahead

 Lee says that priority should be expanding economic pie rather than welfare  - Lee says that priority should be expanding economic pie rather than welfare But President Lee Jae Myung stressed that his remarks didn't mean that the government has cut back on welfare. 9/2/2026 - 02:28 AM

 Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses  - Korea hosts a Squid Games, National AI Tournament, the best non-Chinese open source model gets eliminated, why Nvidia ne…

 A systematic Approach to constructing a Chance-and-Risk Matrix for Semiconductor Supply Chains  - Semiconductor supply chains face escalating risks from geopolitical tensions, geographic concentration, and rapid technological shifts, yet no scalable system continuously extracts, structures, and prioritizes risk intelligence from public corporate disclosures. We present an end-to-end pipeline that...

 Chip-fueled budget should pay down debt (KOR)  - Chip-fueled budget should pay down debt (KOR) Korea’s record 820.9 trillion won ($598 billion) budget should use semiconductor-driven tax gains to reduce debt and prepare for a downturn. 9/1/2026 - 09:16 PM Opinion Desk

 Navitas Delivers Latest Gen 5 GaNFast Manufactured in the U.S. Through GlobalFoundries Partnership  - In November 2025, Navitas and GF announced a long-term strategic partnership to accelerate U.S. GaN innovation and domestic manufacturing. The post Navitas Delivers Latest Gen 5 GaNFast Manufactured in the U.S. Through GlobalFoundries Partnership appeared first on Semiconductor Digest .

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 New Twist on the Einstein Problem Reveals Unexpected Physics  - Optical structures based on the Smith hat produced unusual light patterns that reflected their lack of mirror symmetry and changed with light direction and polarization. The Smith hat first drew global attention in 2023 because a single tile could cover an entire surface without ever creating a repeating...

 Analysts read Nvidia's Hugging Face deal as a hedge, not a software bet  - Nvidia's agreement to buy Hugging Face for roughly US$13 billion is being framed by analysts less as a move into software than as insurance against three ways its core business could deteriorate: cheaper open-weight models eroding the frontier labs that buy its chips, those same labs diversifying their...

 辛耘自製封裝設備 出貨放量  - AI及高效能運算(HPC)持續推升先進封裝設備需求,半導體設備廠辛耘(3583)自製設備業務加速放量。副董事長許明棋表示,今 自製設備出貨量較去 增加約50%,目前在手訂單能見度已延伸至2027 ,部分客戶需求規畫更看到2028 ;因應後續訂單成長,公司同步擴充湖口、台南生產基地及人力規模。...

 Technical Case Study: MicroLED Yield Management with Plessey and yieldWerx  - Plessey Semiconductors manufactures monolithic MicroLED displays for near-eye augmented-reality systems, where pixel pitch, brightness, uniformity, and defect density directly determine usable yield. Its process integrates device design, epitaxy, wafer fabrication, bonding, and production in one facility....

 Towards full-color GaN micro-cavity LEDs  - Monolithic device demonstrates 260nm wavelength range, covering almost 70% of visible spectrum

 OpenAI Jalapeño: The Architectural Decisions Behind Its Inference Efficiency  - OpenAI Jalapeño's benchmark results have attracted attention, and a closer look at the design choices provides important context for understanding the performance. This article presents TechInsights’ commentary on the decisions disclosed at Hot Chips.

 Hackaday Europe 2026: Fluid Kernels and Optimizing C++ for MCUs  - Oftentimes, when we’re using a microcontroller, we’re whipping up some very specific code focused on executing a particular task. The device is set up to execute code that does exactly …read more

 TechWorks Aligns U.K. Semiconductors Under UKSIA Umbrella  - TechWorks corrals U.K. chip groups under UKSIA as funding surges 65% and 700 execs swarm London. The post TechWorks Aligns U.K. Semiconductors Under UKSIA Umbrella appeared first on EE Times .

 Kioxia outlines plan to capture AI demand with its new high-speed memory chip  - Japan semiconductor maker plans to upgrade NAND to replace some DRAM

 Where will RISC-V be in 20 Years? Poll Results  - All the way back in August 2023, in the midst of a series of posts on the RISC-V architecture, I ran a reader poll on the future of the architecture, with the following introduction:

 The president's escape act  - The president's escape act A columnist argues that President Lee Jae Myung's survival instincts now threaten judicial independence and public standards. 9/2/2026 - 11:01 AM Opinion Desk

 China’s No 2 foundry Hua Hong invests US$2b in new fab to meet surging AI-driven demand  - Project is via a joint venture with state-backed investment entities under China’s National Integrated Circuit Industry Investment Fund

 DAC 2026: A Discussion of Who Owns the Intelligence Behind Tomorrow’s Chips and How to Make it Better  - The industry is moving from simple documentation chatbots to agentic workflows capable of performing complex, multi-step tasks like design creation, verification, and library characterization. These agents are intended to enhance engineering productivity by roughly 50%. A panel of industry experts met...

 ASML expects high-NA EUV to reach production-grade availability by year-end  - ASML expects its high-NA EUV systems to reach the availability required by customers for high-volume manufacturing by the end of 2026.

 Finger-friendly DPOT pushbuttons do ups, downs, and dittos  - Simple labor-saving circuit remedy comprises just four added passive parts, saves hard-working fingers from unnecessary wear and tear. The post Finger-friendly DPOT pushbuttons do ups, downs, and dittos appeared first on EDN .

 Solvay to double chip chemical output in Taiwan amid AI boom: CEO  - Belgian producer localizes more production as customers seek supply chain security

 IBM Ventures backs BQP quantum software expansion  - IBM Ventures has made a strategic investment in Syracuse, New York-based BQP, taking the physics-acceleration software company’s total funding to…

 Everspin Technologies and Teledyne HiRel Semiconductors Partner to Accelerate MRAM Adoption in Aerospace and Defense Applications  - New partnership will bring Everspin 256Mb PERSYST MRAM into Teledyne HiRel Semiconductors’ memory solutions for mission-critical systems CHANDLER, Ariz., & GARLAND, Texas--(BUSINESS WIRE)-…

 Everspin Technologies and Teledyne HiRel Semiconductors Partner to Accelerate MRAM Adoption in Aerospace and Defense Applications  - New partnership will bring Everspin 256Mb PERSYST MRAM into Teledyne HiRel Semiconductors’ memory solutions for mission-critical systems. The post Everspin Technologies and Teledyne HiRel Semiconductors Partner to Accelerate MRAM Adoption in Aerospace and Defense Applications appeared first on Semiconductor...

 Picture of the Day: MAGPIE signs up to be ESA’s first lunar rover  - This is what a MAGPIE will look like. At least an artist's impression. Of ESA’s first lunar rover, that is. The European Space Agency (ESA) and ispace-Europe officially sign an agreement for MAGPIE to be the first European rover on the Moon... The post Picture of the Day: MAGPIE signs up to be ESA’s...

 EPC ePower Stage ICs target high-performance motor drives  - Efficient Power Conversion (EPC) is announcing mass production of its 100 V integrated GaN ePower Stage devices, for high-performance motor drives. The family comprises EPC23108, EPC23109, EPC23110 and EPC23111, and […] The post EPC ePower Stage ICs target high-performance motor drives appeared first...

 Multiaxial coreless Hall-effect current sensor for EVs  - TI claims to be first to bring out a multiaxial coreless Hall-effect current sensor designed for all hybrid electric vehicle and electric vehicle (HEV/EV) traction inverter applications. The TMCS2100-Q1 sensor […] The post Multiaxial coreless Hall-effect current sensor for EVs appeared first on Electronics...

 Navitas ships first US-made Gen 5 GaNFast products from GlobalFoundries  - Long-term strategic partnership secures US domestic supply chain for AI infrastructure and critical national security applications

 Navitas Acquires Firm, Preps U.S.-Made GaN Devices  - The power semi supplier acquired Claros. It also made a major announcement with GlobalFoundries

 Why CoaXPress Continues to Lead High-Performance Vision System Design  - Choosing the right interface is critical for next-generation imaging systems. Learn how CoaXPress helps designers balance performance, reliability, scalability and system simplicity for applications ranging from factory automation to intelligent edge vision platforms.

 How Agentic AI Turns IC Engineers into Architects  - There is an interesting article by Kexun ZHang of ChipAgents on their blogsite. This is a company to watch, absolutely. Here is my take on it: