Semi. Fabs and Clean Rooms 4¾h ago: The semiconductor industry continues its aggressive capacity buildout amid surging AI-driven demand. TSMC is simultaneously managing ~20 fab construction and fit-out projects—far above its historical norm—while posting record August revenue and raising its 2026 wafer demand forecast. Parallel expansions include Samsung’s Taylor fab securing full pre-production bookings, Tata Electronics advancing its $11B Gujarat fab (targeting 50k wafers/month on mature nodes), and HCLTech opening a major new cleanroom-equipped semiconductor lab in Bengaluru. Construction momentum remains strong across the U.S., Europe, India, and Taiwan, though labor and timeline pressures persist.
CXMT is world’s most profitable memory company - CXMT had Q2 EBIT of 82%, according to Quick FactSet, making it the world’s most profitable memory company. CXMT makes DDR5 while Hynix and Samsung have concentrated more on […] The post CXMT is world’s most profitable memory company appeared first on Electronics Weekly .
Lara Croft on a Microcontroller - Once upon a time, you had to carefully budget your microcontroller’s resources if you wanted to do something as simple as flash a bunch of LEDs. These days, they’re powerful …read more
Enhancing charge stability of Ge quantum well heterostructures via SiGe layer composition engineering - Composition modulation is a powerful technique for designing materials with tailored properties, fueling the development of advanced semiconductor devices. In this work, we have implemented this technique into Ge quantum well heterostructures, offering a promising avenue to address the critical challenge...
Exports up 83% in September on chips - Exports up 83% in September on chips Korea’s exports surged nearly 83 percent on year in the first 10 days of September, driven primarily by semiconductor shipments influenced by the AI boom. 9/10/2026 - 08:54 PM
Datacenter Infrastructure - Enterprise Market Shares Q2 2026 - Contains both current and projected regional and global market share data for enterprise data center infrastructure vendors, including revenue, share percentages, rankings, and geographic performance.
CEO Talk: Kazushige Koshika, President of TOPPAN Technical Design Center Inc. - This interview features Mr. Kazushige Koshika, President of TOPPAN Technical Design Center Inc. Tell me a bit about your background? How did you first get started with TOPPAN Technical Design Center Inc.? I had been involved in semiconductor design businesses for many years. Through my previous experience,...
New Semiconductor Tech Slashes AI Power from the Cloud to the Edge - I get to hear a lot of things in my self-appointed role as collector, curator, and communicator of technological information. Sometimes things seem too good to be true, causing me to raise a quizzical eyebrow. For example, some companies come to me saying they’ve got a great solution for reducing AI...
Meta loses key AI researcher after billion-dollar hiring push - Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers in Silicon Valley. The departure comes after Meta reportedly recruited him with compensation worth as much as US$1.5 billion...
ADI Snaps Alif Semiconductor to Push AI into Physical Systems - The $1.35 billion deal marks another edge AI leap of faith, combining analog sensing with low-power AI processors. The post ADI Snaps Alif Semiconductor to Push AI into Physical Systems appeared first on EE Times .
[News] NVIDIA’s DLSS 5 Could Boost Graphics DRAM Demand, With GDDR6 Prices Reportedly Already Triple - NVIDIA, already a major memory buyer through its AI accelerators, is tightening memory supply and extending its impact beyond HBM. According to Chosun Biz, the chip giant’s latest neural rendering technology, DLSS 5, is raising the performance bar for PC gaming hardware and emerging as a new deman......
SK hynix ADR nears $200, hits post-listing high on chip crunch - SK hynix ADR nears $200, hits post-listing high on chip crunch SK hynix’s U.S.-listed shares surged 7 percent to a record as investors bet memory shortages and AI demand will support gains into 2027. 9/9/2026 - 09:51 PM News Team
Silicon and Silicon Carbide Components - This report reviews top-line and segmented silicon (Si) and silicon carbide (SiC) revenues. We collect data throughout the year on public companies and analyze over 160 total companies that supply the subsystem market. Our analysis process combines historical data, econometric modeling, bottom-up and...
When your debt is speculation and mine is investment - When your debt is speculation and mine is investment A record budget and new "Future Response Fund" will push national debt past 1.5 quadrillion won ($1.12 trillion), leaving taxpayers to bear the eventual cost. 9/9/2026 - 11:01 AM Opinion Desk
Finding the Fault That Leaves No Trace: Non-Destructive Localization of Opens in Advanced Packaging - An open circuit is one of the hardest failures to find in an advanced package: no current flows, so there's no heat, no photon emission, and often no visible structural defect for X-ray CT or thermography to catch. The post Finding the Fault That Leaves No Trace: Non-Destructive Localization of Opens...
Imec pushes superconducting computing toward CMOS-scale integration - Imec has taken another step toward making superconducting processors manufacturable at semiconductor scale. The institute’s latest NbTiN process combines record integration density with ultrafine wiring, addressing one of the technology’s biggest barriers to adoption.
Korea Zinc chairman's grip tightens in MBK battle as ally elected to audit committee - Korea Zinc chairman's grip tightens in MBK battle as ally elected to audit committee Shareholders elected Choi Yun-birm-backed Baek In-kyoo to the audit committee, expanding the chairman’s allies amid the MBK-Young Poong battle. 9/9/2026 - 12:30 AM SARAH CHEA
PCBAA urges Pentagon to act on PCBs - Five years ago, the US Congress provided guidance to the Pentagon to create a plan to remove Chinese, Russian, Iranian, and North Korean content from critical defense supply chains: certainly […] The post PCBAA urges Pentagon to act on PCBs appeared first on Electronics Weekly .
Trion-mediated quantum operations on a double-dot charge qubit - A scheme for controlling a charge qubit on a semiconductor asymmetric double quantum dot with suppressed tunnel coupling between individual quantum dots is proposed. Laser pulses convert the logical single-electron states of the qubit into auxiliary trion states, for which the resonant tunneling condition...
MediaTek August revenue beats expectations, boosts 3Q outlook - MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year. Industry sources said the chipmaker's August performance came in well above expectations and puts its third-quarter revenue guidance within reach, with a chance to beat...
Webinar – Avestra Explains How to Achieve Assertion Driven Silicon Success - Studies have shown that nearly 20% of the verification cycle is spent on assertion generation, debugging, and methodology integration. This work remains largely manual today or is delegated to general-purpose LLMs that can produce incorrect assertions more than 30% of the time. Avestra attacks this problem...
Fable: The Company Which Surprised People - 71 years ago a nine year-old company put together five SiGe transistors it had designed and fabbed in-house. It added a rotary tuning dial, a combined volume control/power switch, a […] The post Fable: The Company Which Surprised People appeared first on Electronics Weekly .
Debugging intermittent Comcast, part 4: Broadband diagnostics - There’s a lot you can do to boost your WAN’s speeds, as well as minimize its latency. But only if your service provider lets you. The post Debugging intermittent Comcast, part 4: Broadband diagnostics appeared first on EDN .
Webinar – ChipAgents Shows You How to Break the Timing Closure Bottleneck with AI - We all know timing closure is one of the most challenging processes in chip design. Extracting actionable insight from massive timing reports, tracing violations back to RTL, and selecting the right fix across complex PPA tradeoffs all require deep expertise. And every change can trigger hours or days...
Celero Communications Raises $275M - Celero Communications, a developer of advanced coherent digital signal processing (DSP) technology for AI infrastructure, has raised $275 million in Series C funding. The financing will accelerate Celero’s product roadmap, R&D investments, and...
Building More Houses In Europe - Building more subsidized housing for low-income households is the a top priority among Europeans, ranked in the top three by 46% of respondents, according to a Statista survey of 8,000 […] The post Building More Houses In Europe appeared first on Electronics Weekly .
Bank of Korea weighs further rate hikes as inflation persists - Bank of Korea weighs further rate hikes as inflation persists The central bank said it will assess domestic and global risks as strong growth, elevated inflation and household debt shape its policy path. 9/10/2026 - 01:35 AM
WD New Research Reveals the Reshaping of AI Infrastructure Economics as Data Persists and Compounds - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"WD-sponsored global study finds AI is driving rapid data growth, longer retention, and renewed demand for historical data, reshaping infrastructure economics at...
Technical Report: Maxscend 3360 MHB L-PAMiD (Huawei Mate X7) Packaging Analysis - The Maxscend 3360 module is a Mid-Band, High-Band (MHB) Radio Frequency Power Amplifier Module with an LNA and integrated duplexers (L-PAMiD), developed for 4G LTE and 5GNR applications. It represents a continued advancement in the MBH L-PAMiDs previously provided by Chinese vendors.
Can 2200 V PowiGaN Challenge Silicon Carbide? - Access TechInsights’ special report on Power Integrations’ 2200 V PowiGaN demonstration and its potential impact on high-voltage power semiconductor markets.
IonQ puts quantum threat to Bitcoin on its 2028 roadmap - A fault-tolerant quantum computer with roughly 20,000 physical qubits could crack the elliptic-curve cryptography used by Bitcoin in less than a month, according to a recently published resource estimate by IonQ.
Digital Isolator & Isolated Interface IC Alternatives - Digital isolation is an essential part of many industrial, automotive, energy and power-electronics systems. Digital isolators allow signals to cross an electrical isolation barrier while helping protect low-voltage control electronics from ground-potential differences, high-voltage transients and electrical...
Narrative: Value Share: Global Smartphone Revenue, ASP, and Profit by Vendor by Price Tier – Q2 2026 - Global smartphone wholesale revenue rose 12.5% YoY to US$103.9 billion in Q2 2026, while shipments fell 7.4% to 277.6 million — the steepest decline in three years. Apple took 84% of the revenue increase, lifting its value share to 52.2%, a June-quarter record. The profit pool outside Apple turned negative:...
Murata Type 2LL / LBES0ZZ2LL-001 tri-radio IoT Module Deep Dive Teardown - The Murata Type 2LL / LBES0ZZ2LL-001 tri-radio IoT module is a WiFi / Bluetooth IoT Module purchased from the (world) market. The Murata Type 2LL / LBES0ZZ2LL-001 tri-radio IoT module is designed with a NXP IW610G. Murata Type 2LL / LBES0ZZ2LL-001 is a very small tri-radio IoT connectivity module built...
Chip Industry Week in Review - 12-inch high-NA EUV masks; Arm's edge AI push; Amkor's expansion; 3D memory; FeRAM startup makes waves; Qualcomm-AWS $60B custom silicon deal; Ayar Labs' scale-up deal; new iPhone chip and format; rogue OpenAI agents in Germany; fab factory; fine-pitch RDL tech for advanced packaging. The post Chip Industry...
Micron brings forward record pay amid Taiwan strike threat - Micron has announced its FY26 pay package for more than 60,000 employees worldwide, the largest in the company's history. For the first time, every employee will receive merit-based stock awards, making the entire workforce shareholders.
Job Seekers Cry Twice Over AI Interviews - While the economy appears to grow due to a semiconductor boom, youth employment has declined for 46 consecutive months. Now, even internships—critical for building initial careers—are hard to secure.
Why are Nvidia and Samsung’s P/E ratios falling? - Why are Nvidia and Samsung’s P/E ratios falling? Fast-rising earnings are pushing valuation multiples lower, but investors must judge whether those profits can endure. 9/10/2026 - 11:01 AM Opinion Desk
The Comms Company Formerly Known as Broad - AI Business the Hard Way. \ Broadcom takes over as Google lose interest in owning Anthropic infrastructure. Owning Chip IP is a better deal.
Accelerating AI Silicon Design with AI-Driven Flows - Explore Cadence IP here AI silicon complexity is rising faster than engineering teams can scale with traditional workflows. As designs push into advanced nodes, chiplets, and 3D-IC architectures, how these designs are developed, optimized, and converged become crucial. It involves …
Qualcomm and Amazon Initiate Long-Term Collaboration - Qualcomm Technologies and Amazon have established a multi-generation collaboration to enable customized silicon at scale for large-scale AI data centers, working together on AI inference. Additionally, the companies are working on optical connectivity solutions extending up to 1.6T and future-generation...
ASML Begins Construction of New Eindhoven Campus - ASML Holding N.V. today marked the start of construction of its second major industrial campus in the Brainport region, the Netherlands. The post ASML Begins Construction of New Eindhoven Campus appeared first on Semiconductor Digest .
Andøya, Isar Aerospace achieve first European orbital launch - Norway’s Andøya Spaceport and Germany’s Isar Aerospace’s Spectrum rocket have the distinction of achieving the first launch to orbit from continental Europe. “Today, Isar Aerospace opened space from Continental Europe,” […] The post Andøya, Isar Aerospace achieve first European orbital launch...
Flash calculator promising cost savings, design flexibility - The flash memory design tool helps OEMs assess potential savings and explore alternative storage strategies. The post Flash calculator promising cost savings, design flexibility appeared first on EDN .
Quantum Scaling Is Becoming a Control-Electronics Problem - Too many wires, too much heat, and too much latency are forcing quantum control electronics deeper into the cold. The post Quantum Scaling Is Becoming a Control-Electronics Problem appeared first on EE Times .
Can GPUs Continue To Dominate AI Compute? - Google, Amazon, and now OpenAI have competitive offerings and are gaining share. The post Can GPUs Continue To Dominate AI Compute? appeared first on Semiconductor Engineering .
Samsung to deploy high-NA in DRAM production in 2028 - Samsung Electronics plans to become the first memory maker to introduce ASML’s high-NA EUV lithography into high-volume DRAM manufacturing, targeting production in 2028.
KPCA Takes Students to Taiwan for Advanced Semiconductor Packaging Training - The Korea Electronics Packaging and Circuits Association (KPCA) said Sept. 7 that it conducted an advanced semiconductor packaging industry training program in Taiwan.The Taiwan advanced packaging program was jointly organized by KPCA, Gyeongsang National University and Pukyong National University.
