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 🌑 🇨🇦 Americas 
🇺🇸  ---  🌔 +

15h Western Digital

6½d Everspin Techno…

↺9½h Texas Instrumen…9.2% beat 🟢

4½d Amkor Technolog…

15h Enablence Techn…

 Semi. Fabs and Clean Rooms
3h 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.

 美光與桃園工會協商未果 盼持續對話達成協議  - 美光公司與桃園工會21 下午協商未能達成共識。美光表示,仍期待與工會持續溝通對話,將秉持最大誠意及誠信對等原則進行協商,盼後續達成協議。 美光指出,此次協商由桃園工會副理事長偕相關理事出席,公司則由台灣美光董事長及美光執行長幕僚長等代表參與。桃園市長張善政到場關心,桃園市政府勞動局長亦親自協調。...

 The Huawei-DeepSeek Symbiosis  - Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend

 Top Democrat says chip restrictions are ‘key lever’ for US AI edge over China  - Jim Himes claims ‘slowing dispersion of advanced chips into China’ essential for Washington in global tech race as US midterm elections near

 TI reports third quarter 2026 financial results and shareholder returns  - Conference call at 3:30 p.m. Central time today on ti.com/ir

 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.

 World Photonics Day  - Innovation World Photonics Day How Seagate uses photonics and HAMR technology to advance mass-capacity data storage.

 Schneider, HPE and Nvidia to boost process industries with AI Agents at the Edge  - With several recent announcements, Physical AI moves to the factory floor beyond humanoids and robotaxis

 Amsterdam quantum venture wins Photondelta contest with chip-based atomic clock  - EpoQ, a quantum technology venture led by researchers based at the University of Amsterdam, has won Photondelta’s 2026 Global Photonics Engineering Contest.

 Skyworks Sets Date for Fourth Quarter Fiscal 2026 Earnings Release and Conference Call  - Skyworks Solutions, Inc. will host a conference call with analysts to discuss its fourth quarter fiscal 2026 results and business outlook on Nov. 3, 2026, at 4:30 p.m. EST.

 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 —...

 美債殖利率見頂訊號浮現!摩根示警高槓桿科技股面臨獲利挑戰  - 隨著 2026 進入尾聲,市場密切關注 2027 的投資風向,摩根資產管理今 召開投資展望,亞太區市場策略師許長泰表示,美國公債殖利率已接近觸頂,預期 2027 固定收益資產將重獲投資人青睞,而只要美債殖利率未突破 6% 的危險水位,股市的營利增長仍可支撐大盤表現。...

 NVIDIA and Cisco unveil USFP optics for AI factories  - NVIDIA and Cisco have teamed up to develop Ultra-Dense Small Form Factor Pluggable (USFP), a new optical transceiver…

 騏億鑫11 中旬掛牌上櫃 挑戰明 營收成長逾25%  - 半導體廠務工程整合服務商騏億鑫(7848)預計11 中旬掛牌上櫃,並將於22 舉辦上櫃前業績發表會。受惠半導體大廠持續擴產,加上海外半導體建廠需求強勁,公司在手訂單持續攀升,截至9 底已達44.76億元,創歷史新高,工程能見度提升,明...

 SpaceXSI might reverse the negative sentiment on AI infrastructure investment  - SpaceXSI 三大業務超預期,全線業務扭虧轉盈,有機會帶動之前弱勢的AI族群短期復甦

 Charge-conserving creation and annihilation of topological phase singularities in atomically thin semiconductors  - Atomically thin transition metal dichalcogenides provide a promising material platform for optical phase manipulation, as rapid variations in their dielectric functions can give rise to topological phase singularities (PSs). However, PS evolution while preserving topological charge conservation has not...

 Ascent partners with Darley to expand thin-film solar product access across defense and government markets  - CIGS solar products to combine with established procurement channels

 NTT Consortium Developing Mass-Production Tech for Optical Chiplets  - The participating companies will jointly develop mass-production technologies for optical chiplets, with NTT serving as an advisor. The post NTT Consortium Developing Mass-Production Tech for Optical Chiplets appeared first on Semiconductor Digest .

 Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab  - There’s a question I’ve started asking at every agentic AI demo I sit through, and it has a clean answer in every fab on earth: who is allowed to change the recipe? In a semiconductor factory, that was settled decades ago. A person doesn’t touch a production recipe because they feel confident.…...

 Community Colleges Put New Workers Into Semiconductor Jobs Fast  - TSMC, Intel, and others need the colleges to train technicians

 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...

 Korea’s $1 Trillion Chip Bet to Revive Left-Behind Region Risks Trump’s Ire  - A new semiconductor hub may help spread AI wealth to the country’s southwest, but could also become another point of friction in Seoul’s relationship with Washington.

 ☀️ 🇰🇷🇨🇳 AsiaPac 🇦🇺
🇹🇼  ---  🌑 −

4¾d SK Hynix

5¾d Samsung Electro…

5¾d United Microele…

6¾d ASE Industrial

 Mitsubishi Electric Develops New OT Security Solution for Industrial Equipment  - Strengthens product security and enables site-wide visibility for safer and more secure OT environments

 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...

 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...

 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…

 Nvidia To Expand Packaging Supply Chain  - The AI chip company is working with Amkor, IBIDEN, KYEC, Samsung, SPIL and Unimicron

 SEMI Forecasts 11.8% Growth in Silicon Wafer Shipments in 2026, With Record Highs Expected through 2029  - Global silicon wafer shipments are projected to increase 11.8% in 2026 to 14,420 million square inches (MSI), SEMI reported today in its annual silicon shipment forecast. The post SEMI Forecasts 11.8% Growth in Silicon Wafer Shipments in 2026, With Record Highs Expected through 2029 appeared first on...

 2027 Outlook Webinar Series: AI, Packaging, Manufacturing & Sustainability  - Register for three 2027 outlook webinars. Get the free Five Trends report now, plus every 2027 Outlook report as it publishes in the TechInsights Platform.

 Beyond the Post-Mortem: How yieldHUB Live Turns the Test Floor Into an Open Window  - At SEMICON West 2026 I sat down with John O’Donnell, founder and CEO, and Gillian O’Donnell, Director of Growth , to talk about how yieldHUB Live is transforming the semiconductor test floor from a blind spot into a real-time command center.

 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 .

 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...

 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...

 Indian chemical firms turn to foreign partners to crack chip supply chains  - With need to prove quality, lack of domestic customers pushes firms to seek tie-ups abroad

 BizLink expands 800 VDC power and 1.6T connectivity for AI data centers  - BizLink is expanding its AI data centre interconnect portfolio with 800 VDC power distribution, high-speed copper and optical connectivity, and liquid-cooling solutions. The company presented the technologies…

 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

 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 .

 Nvidia CEO to deliver keynote speech in Berlin as his firm faces investor scrutiny over AI  - The conference, focusing on sovereign AI, automation and infrastructure, comes days after Jensen Huang’s meeting with German Chancellor

 This week’s outside five sigma (#121)  - Solid-State Thorium-229 Nuclear Clock

 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 .

 Omron buys Interlogic for $675M soon after spinout of Aratas for components  - OnLogic’s industrial PCs will be combined with Omron’s sensing and robotics gear for bigger physical AI play.

 Single transistor design combines memory and signal processing for brain-inspired computing  - As artificial intelligence moves increasingly toward edge devices, researchers are exploring electronic components that can combine memory and information processing. Memristive and synaptic devices are of particular interest ...

 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

 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.

 Everspin Technologies to Chair New JEDEC® Task Group Exploring LPDDR Persistent Memory Standard  - New effort brings together industry stakeholders to address controller support and interoperability for persistent memory within LPDDR architectures CHANDLER, Ariz.--(BUSINESS WIRE)--Oct…

 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 .

 Design and synthesis of laser inscribed flexible Bragg gratings containing silicon oxynitride-doped silicon thin film for authentication applications with the insights from X-Ray Absorption Spectroscopy and Quantum Mechanical Calculations  - Silicon-on-insulator is mostly the main driving material system for the field of silicon photonics, including PICs, due to high index contrast and compatibility with current semiconductor manufacturing processes [1]. A recent example is silicon oxynitride-doped silicon [2] discovered recently by our group,...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

5¾d NXP Semiconduct…

 Meta says compute, not demand, now limits Muse; pushes shared standard for AI shopping agents  - Meta Platforms is limiting the Muse personal AI agent to the US and Canada for now, saying that compute costs are the main reason it hasn't gone global.

 Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges

 Apple, Google push PCB supply chain toward net zero amid challenges

 Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready

 Amazon to invest over EUR160B in Germany for AI, cloud and logistics

 Amazon spends US$220B on AI as power delays squeeze cash flow

 BOS, LG, and HANA Micron team up on Korean automotive chiplets

 Unitree showcases H2-X as China's humanoid robot output tops 100,000

 Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days

 Japan sets execution plan for 17 growth strategies

 Why Terafab approached South Korean suppliers first

 OpenAI acquires Orchestra Bio to advance AI drug development

 Samsung DX division postpones meeting amid bonus tensions

 Holy Stone targets 50% South Korea revenue growth by 2027

 High-end ASIC demand drives TGV adoption as TPK weighs further Taiwan expansion

 3M calls Largan partnership key step for US$2 billion EBO market

 2nm and CoWoS expansion lifts Chi Yi Hsin Technology backlog to NT$4.5B

 Syscom, Japan's CIJ sign AI partnership for overseas expansion

 Khgears targets humanoid robot joints, eyes 2027 mass production

 Russia considers reinstating parallel imports of Samsung, SK Hynix products amid memory shortages

 Samsung's Nvidia HBM bid raises four strategic concerns

 ESMT sees memory price momentum extending through 4Q26, 2027

 Unimicron, STATS ChipPAC, Wistron address advanced packaging bottlenecks in AI system integration

 Taiwan tech supply chain eyes Texas for first US industrial cluster

 Chief Telecom's CTSP AI data center bookings exceed 50%

 Taiwan's FTC blocks Grab's Foodpanda acquisition over competition concerns

 GoldKey Technology posts record 3Q26 profit as industrial share rises

 Nvidia pitches factory-built AI data centers and hardware-enforced agent controls at GTC Berlin

 [News] NVIDIA-Linked Groq Reportedly Eyes Shift From SRAM to 3D-Stacked DRAM for Next-Gen AI Chips  - As AI workloads demand greater memory capacity, chipmakers are exploring alternatives to traditional memory architectures. According to ZDNet, industry sources say Groq, the AI chip company that licensed its inference technology to NVIDIA, is considering 3D-stacked DRAM for its next-generation chips......

 Carbon Capture Scratching The Surface  - According to the Global Status of CCS (Carbon Capture and Storage) report, there are currently 132 commercial CCS projects in operation around the world. Together, these facilities are capable of […] The post Carbon Capture Scratching The Surface 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

 Panasonic Industry expands EVP Series with new EVP-BX quiet-type tactile switches  - Line extension adds a silent switch option to the 6.0mm x 6.0mm SMD tactile switch family, targeting automotive, audio, and industrial applications

 Intel installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab  - Intel makes progress on its manufacturing expansion in Arizona and Ohio as it continues to expand advanced semiconductor manufacturing capacity in the U.S.

 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 won't pursue 4F-squared memory chips despite CXMT's advance: CTO  - US manufacturer sticks with 6F-squared and 3D DRAM even as Chinese rival touts breakthrough

 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

 Samsung Electro-Mechanics, NVIDIA Expand AI Substrate Production  - Samsung Electro-Mechanics plans to supply next-generation AI semiconductor package substrates to NVIDIA for several years starting this year.

 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...

 Asia’s Chip Exports Soar as AI Bubble Debate Rages  - As financial markets ask if the boom is healthy, Asia’s shipments are surging.

 Accelerate Yield Ramp with Closed-Loop Yield Learning  - An analytics-driven approach leveraging integrated industry leading technologies targeting advanced node devices. The post Accelerate Yield Ramp with Closed-Loop Yield Learning appeared first on Semiconductor Engineering .

 Micron union in Taiwan to launch one-day strike as bonus dispute escalates  - Oct. 22 stoppage framed as a warning rather than a break in talks

 Molex unveils VersaBeam Mini for high-density AI connectivity  - Molex has introduced VersaBeam Mini, a 16-fiber expanded-beam optical connector aimed at increasing fiber density in AI and hyperscale data centers. The connector combines a very small form…

 Alleged Chinese spy's snooping on Korea-U.S. drills raises alarm over shared intelligence practices  - Alleged Chinese spy's snooping on Korea-U.S. drills raises alarm over shared intelligence practices A former Chinese PLA officer allegedly intercepted communications near key Korean and U.S. bases, intensifying concerns over Seoul’s intelligence-sharing credibility with Washington. 10/20/2026 - 06:00...

 Taiwan PCB output set to top NT$1 trillion as VP touts AI opportunity  - The 27th Taiwan Printed Circuit Industry International Exhibition (TPCA Show 2026) opened in Nangang on October 20, with Vice President Hsiao Bi-khim calling on the PCB industry to seize opportunities created by the AI boom. Taiwan's PCB industry is expected to generate more than NT$1 trillion in output...

 China launches state-owned data group as market-facing arm of its AI infrastructure push

 PCB material shortages persist as capacity expansion extends beyond 2029

 Anthropic's IPO spotlight falls on its potential US$750 billion AI compute tab

 Murata develops world's smallest NTC thermistor, targets 2027 mass production

 Micron's Taichung union deal eases Taiwan DRAM strike risk; Taoyuan dispute remains unresolved

 Qisda integrates four companies to build scalable rack-scale AI solutions

 Samsung, SK Hynix reportedly upgrading China NAND fabs to fend off YMTC amid softening US stance

 AMD and Intel align PyTorch CPU optimizations around oneDNN

 HD Hyundai Robotics unveils dual-arm robot as FIX 2026 opens

 Infineon, Wolfspeed pivot to 8-inch SiC to cut costs and meet rising AI power demand

 Cloud AI to drive chip growth in 2027 as Taiwan suppliers seek opportunities beyond weak consumer edge AI

 How ByteDance, Alibaba, Tencent are testing the boundaries of US AI chip restrictions

 Memory costs weaken e-reader demand as E Ink cuts 2026 outlook

 SpaceX pushes AI scaling into industrial realm as power equipment becomes limiting factor

 Analysis: From rockets to fabs, SpaceX's TeraFab bet pushes vertical integration into the semiconductor era

 Micron faces potential Taiwan strike, union cites Samsung, SK Hynix profit-sharing benchmark

 Zhen Ding Technology showcases AI infrastructure and terminal PCB lineup

 Axcelis plans US$35 million semiconductor facility in South Korea

 Chinese nickel producers weigh coordinated HPAL cuts in Indonesia

 DIGITIMES Insights: AI server PCB upgrades drive explosive demand for advanced backdrilling equipment

 AMEC seeks South Korean foothold through MOCVD trials with SK Keyfoundry, Magnachip

 AMD: Physical AI demands more than TOPS

 Micron funds critical minerals processing at Indium Corporation's New York facility

 CXMT's next DRAM milestone: 4F² server memory with hybrid bonding by end-2026

 Qualcomm plans global performance-based layoffs from November

 US sanctions five Chinese entities over trade secret theft tied to ex-Google engineer

 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.

 2026 IMPACT | Kinsus Technology: The AI Chip Substrate Revolution — From Advanced Packaging Scaling and ABF Material Innovation to…  - AI Chip Substrates Are Evolving from Passive Carriers into Critical Enablers of System Performance

 Mitsubishi Electric Develops Industry’s First Machining System in Which Humanoid Robots Collaborate with CNC Machine Tools  - Through collaboration enabled by physical AI, humanoid robots replace manual work, contributing to a reduced need for human labor at machining sites

 Japan’s Export Growth Stays Solid, Supported by Chips, Cars  - Japan’s export growth remained solid in September, with shipments of chips and cars rising.

 Tens of thousands of Nvidia GPUs sit idle in Meta's Prometheus supercluster, just waiting for a failure  - And other fun facts about how Zuckercorp aims to keep a million GPUs running long enough to train a model

 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 .

 Navy plans drone carrier, nuclear submarines to counter North Korean threats  - Navy plans drone carrier, nuclear submarines to counter North Korean threats South Korea’s Navy aims to deploy a manned-unmanned carrier in the early 2040s and nuclear attack submarines by the late 2030s. 10/20/2026 - 06:51 AM

 2027 全球資料中心新增產能將翻倍,瓶頸再度轉回半導體晶片與記憶體  - 研調機構 SemiAnalysis 最新發布的報告指出,全球人工智慧(AI)基礎設施建設將在 2027 邁入全新擴充階段。預估 2027 全球新增資料中心容量將達到 51.2 GW,相較於 2026 的 25 GW 及 2025 的 15.6 GW,單 新增產能呈現超過翻倍的爆發性成長。...

 SAFE4SOC  - Securing the digital frontier

 Polar Semiconductor Featured on 60 Minutes in Report on Global Helium Shortage  - Polar Semiconductor was recently featured on 60 Minutes as part of a report examining the global helium shortage and why this limited resource matters to industries far beyond its most familiar uses. The 60 Minutes…

 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 .

 Electronic System Design Industry Posts $5.7 Billion in Revenue in Q2 2026, ESD Alliance Reports  - Electronic System Design (ESD) industry revenue increased 12.2% to $5,710.8 million in the second quarter of 2026 from the $5,089.4 million registered in the second quarter of 2025, the ESD Alliance, a SEMI Technology Coalition, announced today. The post Electronic System Design Industry Posts $5.7 Billion...

 WFE to the Moon (Still), Semicon West and OCP Insights  - In this action-packed episode of The Circuit, Ben Bajarin and Jay Goldberg recap a hectic week in Silicon Valley, spanning Semicon West in San Francisco, the Open Compute Project (OCP) Summit in San Jose, and major analyst events. The hosts examine the evolving semicap and wafer equipment landscape—including...