lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

 Semi. Fabs and Clean Rooms
4½h ago: Fresh searches show continued AI-driven fab and packaging expansions. Samsung 70% LTA allocation and Pyeongtaek conversion plans. SK Hynix Indiana $4B packaging with Oct 2028 cleanroom and Japan JV exploration. TSMC CoWoS 80%+ CAGR and Kaohsiung R&D hub. Samsung 4nm price hikes for yield investment. India 4 operational +13+ plants under construction. 200mm capacity records.

65m: Chinese foundry Hua Hong Grace adds 55,000-wpm Wuxi capacity in US$4.17 billion Phase III buildout

96m: Is Texas Instruments an Undervalued Semiconductor Stock to Buy Right Now?

2¾h: SK Chairman's Japan Semiconductor Remarks Contrast Domestic Caution

3¼h: SEMICON Taiwan 2026 signals a broader race for AI-era semiconductor leadership

3½h: South Korea plans $15.5 billion for chips, AI in 2027

3½h: Infineon Acquires C2i Semiconductors to Boost AI Data Center Power Solutions

4h: How Taiwan is closing its semiconductor materials gap — three shifts to watch

4h: Elmos Semiconductor : Managers' Transactions Notification 09/03/2026

4¼h: DAS Introduces ALCEA for Integrated NOx Treatment in Semiconductor Fabs

4¾h: Indie Semiconductor director Thomas Schiller sells $11,672 in stock

4¾h: Indie Semiconductor CFO Naixi Wu sells $86,183 in stock

4¾h: Indie semiconductor COO Wittmann sells $63,400 in stock

5h: Indie Semiconductor CEO Donald McClymont sells $174k in shares

5h: Rigaku, Tohoku University Target Next-Generation X-Ray Metrology for Semiconductors

5h: Global Semiconductor Revenue to Reach $1.6T in 2026

5¼h: Navitas Acquires Firm, Preps U.S.-Made GaN Devices

5¾h: Sir Robin Saxby: Navigating Geopolitics, AI, and Complexity in Semiconductor Industry - News and Statistics

5¾h: Lattice Semiconductor Corp (LSCC) Shares Fall 3.2% -- GF Value S

6¼h: Portland startup Spectralsurf snags seed round, aims to transform semiconductor manufacturing

6¼h: COO at indie Semiconductor (NASDAQ: INDI) gets 33K RSUs, then sells shares to cover the tax bill

6¼h: indie Semiconductor (INDI) CEO logs RSU bonus, then sells shares for taxes

6¼h: indie Semiconductor (INDI) director sells shares to cover RSU taxes

6¼h: Semiconductor company plunks down $30M for dual San Jose buildings

7¼h: Arizona business leaders visit Taiwan for 3rd time this year for semiconductor-focused trip

7½h: Piston-Operated Regulators Market to Hit 5.8% CAGR Through 2035 on Semiconductor Fab Demand

7¾h: UA launches semiconductor hub with Taiwan university

7¾h: Entegris, Penguin Solutions, Teradyne, Applied Materials, and KLA Corporation Stocks Trade Down, What You Need To Know

8¼h: Semiconductors: Court freezes Nexperia stakes

8¼h: SK Americas Hires Trump-Linked Lobbyist to Counter Semiconductor Policies

8½h: Broadcom Faces Crucial Earnings Test After AI Chip Sales Surge 143%

 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.

 Cavity-control of Majorana bound states in superconductor- semiconductor heterostructures  - We theoretically study a hybrid superconductor- semiconductor platform hosting Majorana bound states coupled to a single mode photonic cavity. Starting with a one-dimensional wire coupled to a bulk s s -wave superconductor embedded in a photonic cavity, we derive an effective light-matter Hamiltonian...

 Gudeng pursues 'Taiwan Plus One' overseas strategy, says cost is not sole consideration  - Gudeng Precision Industrial chairman Bill Chiu said on August 31 that the company has begun building out its global manufacturing footprint. Its Japan plant is expected to complete further expansion in the second half of 2027 and gradually enter mass production, while the company has begun using an existing...

 In Praise of Natural Intelligence  - AI is powerful, but human judgment, curiosity and problem definition remain essential to ensure meaningful, real-world engineering decisions and outcomes.

 Flock and ALPR under siege: Florida revokes camera permits  - Flock Safety CEO has recommended license place data obtained by cameras be retained just 7 days. Soon after, Florida DOT revoked permits for surveillance cameras installed along state highways.

 Pixel Art Robot draws one flipped squisk at a time  - There's so much to learn. In my case, what exactly is a flip-squisk?! I learnt this one when reading about an Arduino-based flip-squisk display, to be precise. The post Pixel Art Robot draws one flipped squisk at a time appeared first on Electronics Weekly .

 Options for an unknown future  - Options for an unknown future A new public fund should back high-risk research that challenges today’s AI, energy and technology assumptions. 9/1/2026 - 11:01 AM Opinion Desk

 Diraq and Equinix to deploy Australia’s first data center quantum computer  - Diraq is teaming up with Equinix to install a silicon spin quantum computer in a commercial data center…

 Deepfakes  - Fakery methods, and their impacts on those who are particularly easily fooled, have advanced dramatically in recent times. The post Deepfakes appeared first on EDN .

 Nvidia-backed deal gives Anthropic massive AI compute in US data centers  - WSJ explained that because Anthropic is unlisted and has a low credit rating, Nvidia supported it to help secure expensive semiconductor resources reliably.

 Micron Taiwan unions threaten strike, demand Korea-style profit sharing

 SEC cap forces Korea’s Blue Ocean to halt quotes as retail piles into SOXL

 Anthropic Secures $35 Billion Cloud Deal With NVIDIA-Backed Lambda

 Korean data centers adopt liquid cooling as AI GPUs drive heat surge

 200 Trillion Won R&D Investment Targets AI 3rd, 50% Semiconductor Self-Sufficiency

 South Korea boosts R&D to rank No.3 in AI and raise chip self-sufficiency

 DEEPX, AWS Deploy Cloud-Edge AI for U.S. Market Expansion

 DeepX links AWS to NPU to scale edge AI, targets US robotics and factories

 South Korea backs three national universities to drive regional growth

 Chinese AI Chip 'Four Dragons' See Sales Surge, Profitability Lags

 Three Key Variables Reshape Exchange Rates

 Korea corporates, US rates, Japan debt drive won-dollar shifts

 Hanwha Sells Courtyard by Marriott Suwon to ARA Korea

 Hanwha sells Suwon Marriott to ARA Korea to boost asset efficiency

 South Korea's Defense Budget Surges to 73.2 Trillion Won

 South Korea boosts defense budget 8.2% to speed opcon transfer and nuclear sub

 Ministry of Science and ICT to Invest 9.4T Won in AI, Secure 10,000 Vera Rubin GPUs

 South Korea boosts AI with 9.4t won plan, 10,000 GPUs and public access push

 Chey Tae-won's Remarks Stir Semiconductor Factory Speculation

 South Korea boosts science budget, expands basic research and launches investment R&D

 Ministries Tout Record Budgets Amid Spending Surge

 South Korea Allocates 21.3 Trillion Won to Three Mega-Projects and AI

 GTA 6's 250GB Storage Demand Worries Gamers

 Ministry of Science and ICT Sets Record 29.6 Trillion Won R&D Budget

 Statement from Nexperia  - On 31 August 2026, an announcement was published by Wingtech relating to court-ordered ...

 IFA highlights the latest in consumer electronics  - The IFA exhibition in Berlin later this week is, of course, dominated by AI being added to almost every class…

 Commentary: DeepSeek out, SMIC in? TIME100 AI maps China's widening AI battleground  - TIME unveiled its 2026 TIME100 AI list on August 27 with a notable change in its China lineup. DeepSeek founder Wenfeng Liang, named among the "Leaders" in 2025, disappeared from this year's list, while Semiconductor Manufacturing International Corporation (SMIC) co-CEO Mong-song Liang made a rare appearance....

 Samsung Electro-Mechanics discloses major MLCC supply deal tied to AI server demand

 South Korea CCL exports surge 42% on AI demand

 Micron opens Tainan plant after 6.5 months amid labor dispute

 Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers

 AI server demand lifts Japanese capacitor shipments by 22% in first half of 2026

 ASE CEO describes AI resource squeeze as a short-term problem

 Taiwan chip equipment maker Skytech opens advanced process lab with TSMC backing

 Imec CEO: AI era pushes broader ties between chip, model and CSP players

 Japan's chip materials makers reportedly deepen Taiwan ties as AI reshapes supply chains

 Samsung eyes early 2027 LPDDR5X-PIM production, touts 3.8x performance gain

 Taoyuan eyes northern AIDC hub, touts Tatan and LNG cooling edge

 SK Hynix touts up to 5.15x inference gains with custom HBM

 South Korea-India joint venture opens semiconductor materials plant, targets China-free supply chain

 Commentary: CXMT's HBM3E leap gives China's AI chipmakers a new path to scale

 Cisco: CPO is ready for mass deployment amid surging AI data-center demand

 Huawei's revenue climbs 9.6%, but AI, chips and HarmonyOS exact heavier R&D toll

 JCET lifts 2026 capex to CNY10 billion as AI packaging demand outruns forecasts

 XCENA teams up with Samsung on rack-scale CXL memory; demos on Intel Xeon 6

 Samsung locks 70% of memory output as HBM spot prices soar

 Anthropic's rumored US$35 billion Lambda deal shows how far Nvidia will go to bankroll its own customers

 Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race

 TSMC delays CoWoS orders as CoPoS plans take shape

 Imec maps chip scaling to 2040, says AI's next gains need full-stack integration

 China's memory chipmakers post a record 1H — but not all of it came from chips

 SEMI lifts 2028 wafer fab equipment forecast to US$220 billion

 Z.ai runs GLM inference on 100,000 Chinese AI chips, eyes overseas CSPs

 Tmytek moves toward Taiwan listing as millimeter-wave demand nears mass production

 Research insights: AI Fabric optical interconnects move into racks as 400G/lane and CPO maturity emerge as key variables

 Trymax lands multi-year AOI order as InP laser capacity race tightens

 半導體風雲/先進封裝「由圓轉方」 兩套技法各尋機會  - AI晶片快速放大,讓先進封裝從「圓形晶圓」走向「方形面板」成為新戰場。台積電資深副總暨副共同營運長張曉強在今 的技術論壇甚至預告,COUPE(緊湊型通用光子引擎,Compact Universal Photonic Engine)將是繼CoWoS下個會家喻戶曉的關鍵字,而完成COUPE光引擎的共同封裝光學(CPO)與CoPoS密不可分,即可看出台積電對上述先進封裝高度重視。...

 Machines that think: from cloud to edge  - This is the second part in a series on how AI is crossing out of software and into the physical world. This time, Jan Bosch wonders what happens when inference moves off the data center and onto the device in your hand.

 Tim Cook’s farewell memo  - Here is Tim Cook’s final memo to Apple employees: Team, Today is my last day as CEO of Apple. This is a moment I always knew would come one day, […] The post Tim Cook’s farewell memo appeared first on Electronics Weekly .

 Magneto-optical intensity effect in a transparent perforated all-dielectric metasurface with an anapole state  - We numerically study a perforated all-dielectric metasurface based on the magnetic semiconductor GaMnAs. Near the anapole state, the structure combines high transmittance with a moderate magneto-optical intensity effect. The absolute transmission modulation is enhanced by about a factor of five compared...

 Sandisk BiCS9 QLC Architecture  - Sandisk BiCS9 Fact Sheet: Preparing the Next Stage of AI Infrastructure

 Exploiting agentic automation cost-effectively. Innovation in Verification  - Frontier models (Claude, etc.) are very powerful but becoming expensive for high token counts. Methods to exploit a mix of models, including local open-weight models, are attracting attention. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys...

 Predicting Post-Route PPA from Macro and Standard-Cell Placements (U. of Alberta)  - Researchers from University of Alberta published a technical paper titled “PPAPlace: Differentiable Cross-Stage Objectives for Chip Placement Optimization.” Abstract: “Macro placement significantly affects a chip’s post-route performance, power, and area (PPA). Most placement methods optimize...

 Workload-Driven HBF Substrate For Capacity-Scalable LLM Inference (Huawei, ETH Zurich, HUST)  - Researchers at Huawei, ETH Zürich, and HUST published a technical paper titled “FLINT: Efficiently Leveraging High Bandwidth Flash for Capacity-Scalable LLM Inference Acceleration.” Abstract: “LLM inference is increasingly constrained by accelerator memory capacity rather than compute throughput....

 Samsung Electronics and SK hynix's combined corporate tax tops $8.1 billion in first half of year  - Samsung Electronics and SK hynix's combined corporate tax tops $8.1 billion in first half of year The two companies' combined corporate taxes jumped 167 percent from a year earlier, marking the second-highest first half total on record. 8/30/2026 - 01:26 AM

 Don’t Let Carbon Compliance Cost You Customers: The New Rules for Semiconductor Supply Chains  - Accurate carbon reporting is now required across the semiconductor supply chain. Learn how to build an auditable data strategy to maintain your market position.

 Delmic automates nanoscale measurements  - Delft-based Delmic has unveiled Sparc 3.0, a measurement system for electron microscopes, at the International Microscopy Congress in Liverpool.

 Intel’s \u201CUnquestioned Leadership\u201D Is Still in Question. But the Process Crown Is Back Within Reach.  - After years of trailing TSMC, Intel has rebuilt a credible process roadmap. 18A restored competitiveness, 18A-P is closing the gap, 14A, the crown jewel, will put Intel back in front.

 Shanghai Cooperation Organization summit, Semicon Taiwan, Shein listing  - Your weekly lineup of Asia's biggest business and political events

 Driving motion: A practical guide to electric linear actuators  - Electric linear actuator is a compact device that converts electrical energy into straight-line motion by using a motor. The post Driving motion: A practical guide to electric linear actuators appeared first on EDN .

 BluGlass Annual Report – 2026  - The BluGlass Board and Management are pleased to present the Group’s Annual Report for the year ended 30 June 2026.…

 Teledyne imager in Meteosat gen3 satellite  - Teledyne Space Imaging has announced the successful launch of the Meteosat Third Generation Imager-2 (MTG-I2) satellite, which carries a Teledyne Space Imaging CIS111 detector within its Flexible Combined Imager (FCI) […] The post Teledyne imager in Meteosat gen3 satellite appeared first on Electronics...

 Marvell Posts Record Revenue, Sees Shares Fall in Latest Financials  - Marvell Technology, a data infrastructure and semiconductor solutions business, posted its financial results for the second quarter of the fiscal year 2027, touting a record $2.7 billion in revenue, up 13% compared to the last quarter, and up 37% compared to the same period last year. “The increase...

 The EU’s AI Drive Undermines Its ​Own Chip Strategy  - Domestic data centers could outpace domestic chip supply

  AsiaPac 

 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.

 3DIC 走向量產關鍵時期  - 先進封裝競爭由產能擴充進入量產效率決勝階段。台積電先進封裝技術暨服務副總經理何軍、 光執行副總洪松井1 於3DIC全球高峰論壇指出,3DIC聯盟今 邁入第二 ,2027 將是規格制定轉向實際驗證的關鍵 ,除推動設備、材料及檢測技術升級,也將納入系統整合商,建立系統技術協同最佳化(STCO)平台。...

 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

 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...

 Kulicke & Soffa Advances AI Infrastructure Through Co-Packaged Optics (CPO) and Advanced Packaging Leadership  - Kulicke and Soffa Industries, Inc. continues to strengthen its position as a critical enabler of next-generation artificial intelligence (AI) infrastructure through its advanced packaging portfolio. The post Kulicke & Soffa Advances AI Infrastructure Through Co-Packaged Optics (CPO) and Advanced...

 As Chinese chipmakers snap up local gear, self-sufficiency drive faces commercial test  - Industry leaders caution that the semiconductor equipment sector must now transition from technical viability to commercial reliability

 The 8 Dimensions of Nvidia’s Strategy  - New Enemies Emerge as AI War Moves Up The Stack

 How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit  - Bandwidth over capacity, custom base die over stacked DRAM, XPU builders over the memory vendors

 Quantum Camera Developer Diffraqtion Secures Investments from Lockheed, Sumitomo  - Diffraqtion, an MIT and University of Maryland spinout building quantum camera platforms for defense and space sensing, secured strategic investments from Lockheed Martin Ventures and Presidio Ventures, the venture capital arm of Sumitomo...

 Guernsey To Close Start-Up Incubator  - Guernsey government decides to shutter Digital Greenhouse facility after 10 years, unless private operator can be found

 [News] Samsung Unveils Memory Roadmap at SEMICON: HBM5 Targets 2× HBM4E Performance, zHBM 8× Boost  - Following Hot Chips 2026 in August, Samsung has revealed fresh details on its next-generation HBM and zHBM at SEMICON Taiwan 2026. On Sept. 1, Jangseok Choi, corporate vice president of Memory Product Planning at Samsung Electronics, said the company’s HBM5 is targeting 2× the performance and 20%......

 This week’s outside five sigma (#114)  - Piezoelectric MEMS Cooler for Confined Spaces

 Pasqal Shares Nearly Double in Nasdaq Debut  - Pasqal shares rose 95.2% to $19.11 in the French quantum computing company’s first day of Nasdaq trading. The company went public…

 Advancing The CFET-Based Device Roadmap: Novel Integration Modules And Standard Cell Configurations  - Part I – Pioneering work in developing CFET-critical modules: an improved backside contact module and a novel gate stack for threshold voltage tuning. The post Advancing The CFET-Based Device Roadmap: Novel Integration Modules And Standard Cell Configurations appeared first on Semiconductor Engineering...

 Lee to preside over Cabinet meeting on 2027 government budget proposal  - Lee to preside over Cabinet meeting on 2027 government budget proposal President Lee Jae Myung is set to approve a budget proposal exceeding 800 million won ($584.1 billion) before its submission to the National Assembly. 8/31/2026 - 08:33 PM

 Exclusive: Ajinomoto, Daikin expand chip materials ties with Taiwan  - More Japanese chip suppliers eye closer ties with AI supply chain, following AGC, JSR, Merck and Entegris

 South Korea sets record US$600 billion budget, backed by chip windfall  - The spending plan ‌represents a 12.8 per cent rise from 2026, marking the largest year-on-year increase in the country’s history

 Company Earnings: Nvidia  - These reports provide key takeaways about Nvidia's demand and supply from their quarterly earnings call.

 Trust, But Verify  - We trust designers to do the best they can, but know they cannot be perfect. That's why we verify. When AI gets involved, it cannot be trusted. The post Trust, But Verify appeared first on Semiconductor Engineering .

 EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes  - Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its balance sheet to support the ecosystem. Marvell’s XPU-attach strategy...

 Mark Carney takes on Trump head-on  - Mark Carney takes on Trump head-on As Canada challenges U.S. tariffs and investment pressure, Seoul is watching for clues on how to defend its interests against Washington. 8/30/2026 - 11:01 AM Opinion Desk

 Won bucks strong dollar, weak yen as chip dollars flood into Korea  - Won bucks strong dollar, weak yen as chip dollars flood into Korea Semiconductor dollar inflows, a record current account surplus and Bank of Korea tightening are lifting the won despite a firmer dollar and weaker yen. 8/31/2026 - 06:33 AM News Team

 Advanced Cooling Technologies Address the Automotive Heat Challenge  - New cooling technologies are emerging as electric drivetrains, AI processors, and autonomous systems push automotive heat fluxes higher. The post Advanced Cooling Technologies Address the Automotive Heat Challenge appeared first on EE Times .

 Claudeforce, AWS's 2 Million GPU Bet, and the Earnings Week That Buried the SaaSpocalypse  - Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear thesis...

 SK hynix Breaks Ground in Indiana: HBM’s Second Competitive Curve Is Supply-Chain Localization  - Original Article By SemiVision Research [Reading time: 8 mins]

 AI Searched 150 Million Materials – and Found Two Promising Candidates for Future Electronics  - Researchers built a dataset of 1,202 records from 448 papers and screened about 150 million virtual compositions to identify potential materials for future MLCCs and electric vehicle electronics. Finding a new electronic material can mean searching through an almost limitless number of possible chemical...

 Power Tips #156: How to design a high-boost-ratio boost converter  - The max boost ratio achievable with a single stage, normally 8-to-9, can be much higher if you keep key design considerations in mind. The post Power Tips #156: How to design a high-boost-ratio boost converter appeared first on EDN .

 Hot Chips 2026: XCENA and Samsung’s Near-Memory Compute CXL Device ...  - CXL memory expansion, with a side of compute ...

 Optoelectronics innovation  - Optoelectronics form the backbone of modern technologies such as fibre-optic networks, solar power and digital displays, writes Anthony Coia. Production of a lens for the aerospace sector Optoelectronics – the […] The post Optoelectronics innovation appeared first on Electronics Weekly .

 CEO Interview with Phillip Stanley-Marbell of Signaloid  - Phillip Stanley-Marbell is the founder and CEO of Signaloid. Up until September 2025, he was a full Professor (Chair of Physical Computation) in the Electrical Engineering Division of the Department of Engineering at the University of Cambridge, where he led the Physical Computation Laboratory. He completed...

 Low-Power Wearable System Accurately Tracks Motion  - The prototype sensing system uses just 0.318 mW

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 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…

 [News] SK hynix’s China eSSD Business Hits Turning Point as Intel NAND Deal Restrictions Near Expiry by End-2026  - As the memory boom drives prices higher across DRAM, NAND and end-products, SK hynix is approaching a key growth inflection point: China’s five-year restrictions on its enterprise SSD (eSSD) business are set to reach a turning point at the end of 2026, Yonhap News reports. Restrictions on eSSD Pr......

 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.

 Narrative: Tablet AP Market Tracker Q2 2026  - The global tablet applications processor (AP) shipment volume declined 2.4% year-on-year in Q2 2026 while enjoying a 10% increase in processor revenue over the same period, largely due to increasing ASPs. Apple iPad Apps Processors (A-series and M-Series) continue to dominate the total market with 62.4%...

 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:

 NY Creates featured in Times Union: “Region Making Photonics Quantum Computing Gains”  - Times Union “For the study, James Schlett, director of research and communications at the center, reviewed patents issued to local researchers and inventors working in the semiconductor industry in 2025. Schlett found that nearly 600 patents involving semiconductor technology were issued by the U.S....

 Sensors are more valuable with AI and Qualcomm knows it  - Qualcomm at IFA introduces two Dragonwing processors for edge devices supporting AI, vision, connectivity and security

 Keysight ADS Enables First-Pass Silicon at 3 THz for AttoTude  - AttoTude has expanded its use of Keysight Technologies’ Advanced Design System (ADS) to support an integrated-circuit design flow spanning signaling frequencies from 100 GHz to 3 THz. The company reports that the resulting workflow has reduced IC development cycles by more than 50%, enabling projects...

 SpaceWERX backs 11 companies for space innovation  - SpaceWERX, the U.S. Air Force space technology accelerator programme, will be investing in 11 companies to develop innovative space technologies. Specifically, the funding will be via its Program Year 2026.1 […] The post SpaceWERX backs 11 companies for space innovation appeared first on Electronics...

 Nexperia explores collaboration on next-generation ...  - Joint evaluation of GaN and SiC technologies aims to unlock higher efficiency and more compact ...

 SK Hynix’s $4B HBM Project Targets U.S. Chipmaking Gap  - SK Hynix’s $4B Indiana HBM fab aims to plug America’s AI chip packaging hole and build a Purdue-backed supply chain by 2029. The post SK Hynix’s $4B HBM Project Targets U.S. Chipmaking Gap appeared first on EE Times .

 Higher Prices and Shipments Drive Top Five Enterprise SSD Vendors’ Revenue to Nearly US$37.59 Billion in 2Q26, Says TrendForce  - NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to TrendForce’s recent memory industry report. Increased shipment volumes and higher contract prices are expected to propel the combined revenue of the top five enterprise SSD...

 徐秀蘭:台灣助全球AI發展 電力和算力面臨壓力  - 半導體矽晶圓廠環球晶董事長徐秀蘭今天表示,AI在半導體產業具有2個角色,一方面帶動需求成長,另方面幫助採購、製造和研發等,台灣產業協助全球AI發展,不過在電力和算力則面臨壓力。 展望半導體材料市場,徐秀蘭預期,未來2...

 Three Paths For School-Leavers  - A REPORT published by the Association of Teachers Technical Institutes foresees the division of students into three broad groups from school-leaving age up to 18. So, 66 years ago started […] The post Three Paths For School-Leavers appeared first on Electronics Weekly .

 Intel’s 14A Is Winning the Race Against Defects  - Intel’s next-generation 14A manufacturing process is showing unusually strong early progress, with defect density falling faster than the company expected. The improvement gives Intel a technical boost as it attempts to restore confidence in its manufacturing operation, win foundry customers and demonstrate...

 Cycle-Level Simulator for Distributed GPUs For AI Workloads (Purdue)  - Researchers from Purdue University published a technical paper titled “Architecting the Next Generation of Asynchronous, Distributed GPUs for the AI Era.” Abstract Excerpt: The paper presents a “cycle-level simulation framework” for modern GPU generations including Ampere, Hopper, and Blackwell....

 Retail sales slide as investment jumps  - Retail sales slide as investment jumps Korea's industrial output was flat in July as retail sales fell sharply, while facility investment posted its strongest gain in five months. 8/30/2026 - 08:57 PM

 Latest issue of Semiconductor Today now available  - For coverage of all the key business and technology developments in compound semiconductors and advanced silicon materials and devices over the last month

 Most Neoclouds Suck At Security  - OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a Cl…

 Stock Market Weekly Retrospect #1  - Here’s the best from this week.

 Why Nvidia May Spend $13bn on Hugging Face’s Doorway to AI Demand  - Original Article By SemiVision Research [Reading time: 7 mins]

 Canada plugs into Taiwan’s chip machine - From Design to Delivery  - Original Article By SemiVision Research [Reading time: 9 mins]

 Revolutionizing semiconductor fab operations with AI  - AI has the potential to improve build processes and operations within semiconductor fabs. Early adopters could see significant cost improvement and productivity gains.

 Data centers are generating more heat than ever. Cooling has to keep up.  - As AI places extreme power demands on data centers, engineers are rethinking how data centers move, monitor and control heat.

 코아시아세미, LG전자 주도 'K-온디바이스 AI 홈' 참여… AI SoC 2종 개발  - 시스템반도체 디자인솔루션 기업 코아시아세미가 LG전자가 총괄 주관하는 'K-온디바이스 AI 홈(Home)' 프로젝트에 참여해 차세대 인공지능(AI) 시스템온칩(SoC) 2종을 ...

 Hot Chips 2026: Samsung’s Processing-in-Memory (PIM) ...  - In-memory compute with LPDDR5X ...

 Ed Spots A Space-Based Datacentre Gig  - Space-based datacentres are one of the many NBTs these days and I’ve stumbled across a goldmine approach to this. A major cost in launching these datacentre satellites is the weight […] The post Ed Spots A Space-Based Datacentre Gig appeared first on Electronics Weekly .

 Mitsubishi Electric to Exhibit at CEATEC 2026  - Introducing new value through physical AI and co-creation, leveraging diverse data including manufacturing site expertise