Semi. Fabs and Clean Rooms 3¾h ago: Recent X activity shows continued momentum in the semiconductor sector, with multiple reports of major capacity expansions (e.g., Kioxia/SanDisk’s $31B Japan memory fab project and SMIC’s aggressive buildout in China), improving yields, and infrastructure investments. Electronics output is rising in key regions like Singapore, driven by AI demand, while companies highlight new facilities, advanced packaging platforms, and workforce training centers. Overall, the industry appears to be in a strong expansion phase fueled by AI and memory needs, despite some equipment bottlenecks.
Where will AI profits flow? - Where will AI profits flow? Korea should focus on chips, power, data and industrial applications as intense competition squeezes returns for frontier AI companies. 8/27/2026 - 11:01 AM Opinion Desk
Technical Report: NVIDIA Blackwell-Generation GeForce 5070Ti GPU Package Analysis - This is an advanced packaging quick look analysis of the NVIDIA GB203-300-A1, the GPU at the heart of the GeForce RTX 5070 Ti graphics card. The analysis applies cross-section microscopy, X-ray imaging, SEM, and delayering to characterize the package architecture, substrate construction, and die interconnect...
Debugging intermittent Comcast, part 2: Remediation details - While tweaking hardware improved the situation, why it achieved this outcome was less clear. And then there was the “shocking” discovery... The post Debugging intermittent Comcast, part 2: Remediation details appeared first on EDN .
Dutch chip industry tops 46 billion euros in 2025 - The Dutch semiconductor industry generated 46 billion euros in revenue in 2025, more than double the 21 billion euros recorded in 2019, according to new preliminary figures from Statistics Netherlands (CBS).
SECO’s SOM-SMARC-Dragonwing-IQ8 takes flight - SECO, the edge AI and IoT company, is opening access to its SOM-SMARC-Dragonwing-IQ8 evaluation platform. There is a limited number of early samples of the hardware available. This is to […] The post SECO’s SOM-SMARC-Dragonwing-IQ8 takes flight appeared first on Electronics Weekly .
HP revenue hits record as PC shipments fall on rising component costs - HP reported record revenue in the third quarter of fiscal 2026, but PC shipments declined as higher average selling prices weighed on unit volume. The company said the same pattern is affecting other PC brands and expects it to become more visible in the second half of the year as component costs stay...
Navitas Semi buys Claros - Navitas Semiconductor has signed a deal to acquire Claros, a US-based power management company, in a deal worth up to approximately $232.8 million. Claros specializes in developing vertical power delivery […] The post Navitas Semi buys Claros appeared first on Electronics Weekly .
Explosive Semiconductor Growth in 2026 - The global semiconductor market in the second quarter of 2026 was $368 billion, according to WSTS. 2Q 2026 set records for growth: up 35% from 1Q 2026 and up a phenomenal 104% from 2Q 2025. The previous record growth was set in 1Q 2026: up 25% from the prior quarter and up 79% from a year earlier.
NY Creates Joins Princeton-Led NSF Quantum Institute to Advance Next-Generation Quantum Computing - Creates to receive $1.25 million as part of the national MARQUIS initiative uniting leading research institutions and industry partners Albany, NY — NY Creates today announced its participation in the newly funded Manufacturable and Resilient superconducting QUantum Information Systems (MARQUIS) Quantum...
DPOT push up/down - Some folks prefer pushbutton switches to take effect on push instead of release. These buttons do that very thing. The post DPOT push up/down appeared first on EDN .
[News] Apple Unveils M6, Its First 2nm Chip Built by TSMC, With 30% AI GPU Compute Boost vs. M5 - Apple is pushing its silicon lineup further with new chips aimed at boosting performance and on-device AI capabilities. According to its press release, Apple debuted the M6 in the new Mac mini and the M5 Ultra in the new Mac Studio. NewsPim adds that the M6 is manufactured using TSMC’s 2nm process......
Gartner Forecasts Worldwide Semiconductor Revenue to Reach $1.6 Trillion in 2026 - Global semiconductor revenue is expected to reach $1.6 trillion in 2026, increasing 92% from 2025 revenue of $809 billion, according to Gartner, Inc., a business and technology insights company. The post Gartner Forecasts Worldwide Semiconductor Revenue to Reach $1.6 Trillion in 2026 appeared first on...
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Hollow-Core Fiber Facilitates the Exchange of Info Across Wavelengths - A major challenge in quantum technologies is that different quantum systems tend to operate at different wavelengths of light. Quantum memories, trapped ions, and other quantum devices might work best in the ultraviolet or visible range, while long-distance communications over optical fibers works most...
AI-designed Chip Points Toward a Faster Future for Custom Silicon - Architect Labs says it has created Redwood, an AI accelerator designed and verified almost entirely by artificial intelligence in less than two weeks. If independently validated and successfully translated from a programmable prototype into manufactured silicon, the project could represent a major change...
India's CG Power targets 70% utilization at larger semiconductor packaging plant - CG Power and Industrial Solutions is targeting 70% utilization at its larger semiconductor packaging facility within about four years, with the unit potentially generating around US$500 million in annual revenue once it reaches scale, according to CNBC .
Advantech brings 100-TOPS AI to vision systems - Advantech has launched four industrial vision intelligence products based on the Qualcomm Dragonwing IQ-9075 processor. The post Advantech brings 100-TOPS AI to vision systems appeared first on EDN .
Narrative: Baseband Processor Market Share Q2 2026 - TechInsights has published its Q2 2026 baseband market share analysis, covering shipment volumes, revenue trends, and competitive positioning across the major merchant modem vendors. The report applies market sizing and share methodology to quantify how memory component cost inflation is reshaping demand...
BluGlass appoints Yam Rubenstein to the Board - Highlights BluGlass appoints global capital markets veteran Yam Rubenstein to its Board of Directors Appointment enhances the Board’s global capital…
Insight: the advanced xPU Voltage Regulation battleground - This insight examines the emerging battleground for advanced voltage regulation in AI processors and the strategic importance of integrated voltage regulator (IVR) technologies. It reviews recent acquisitions by Infineon, Navitas, GlobalFoundries, Analog Devices, and onsemi, highlighting accelerating...
A comeback journey: Rebuilding confidence through formal verification - When Lindu Krishna joined Axiomise after a career break, she wasn’t just relearning technical concepts – she was rebuilding her confidence, redefining what it means to be a woman engineer and quietly becoming the person who can take ownership of complex formal verification blocks. Backed by a culture...
Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form - Let our content come straight to you! Easily digestible newsletter emails straight to your inbox. And all the newsletters are mobile optimised. The post Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form appeared first on Electronics Weekly .
Accelerating Silicon Design for Physical AI - Physical AI systems must perceive, reason, and act at once, under tight real-time latency and power budgets. That workload diversity breaks the one-processor model, widens the gap between trained models and deployable silicon code, and turns security from a point-in-time feature into a full-lifecycle...
The Investment Case for Intel at $90 per share - Intel’s financial turnaround has been quicker than anyone thought, and the CAPEX ramp is upon us with unique opportunities as America’s only leading edge manufacturer.
Korean investors can buy SK hynix at home. Why are they paying 30% more in New York? - Korean investors can buy SK hynix at home. Why are they paying 30% more in New York? Korean retail investors are paying steep premiums for SK hynix ADRs in New York, betting AI demand and possible index inclusion will sustain the gap. 8/25/2026 - 06:00 PM JIN MINJI
Insight: Automotive Semiconductor Lead Times Rose Again in Q2 2026, Nearing 19 Weeks - This report accompanies the lead times data update in the Online Data Report / Data Visualization for Automotive Semiconductor Supply (formerly known as Automotive Vendor Landscape). Average automotive semiconductor component lead times rose by about two weeks in Q2 2026. Scope note: Lead time data shown...
Audi Q6 e-tron Cockpit Controller Deep Dive Teardown - The Audi Q6 e-tron Cockpit Controller is a central computing unit within Audi’s E³ 1.2 electronic architecture that coordinates display, infotainment, and connectivity functions for the digital interior. Audi structures all major infotainment functions in a high-performance computing platform (often...
This New Molecule Could Transform How We Recover Gold From Electronic Waste - A new extraction molecule uses electricity to recover metals while sharply reducing the need for chemical reagents. Recovering valuable metals from discarded electronics, mining streams, and industrial waste usually depends on large amounts of chemical reagents. Researchers at the University of Illinois...
Light Links Raises $6M for Wireless Communications Tech - Light Links, an optical wireless communications company, has closed $6 million in pre-seed funding to scale production and expand deployments across industrial automation and defense. The company is developing a data transmission technology based on...
Advantech places Intel 18A processors at heart of edge AI computing - Advantech has integrated Intel Core Ultra Series 3 processors into its latest motherboards, including the MIO-5381 (pictured) and AIMB-234 motherboards, its SOM-5886 module and ARK-2252 edge computer. The Core Ultra […] The post Advantech places Intel 18A processors at heart of edge AI computing appeared...
Streamlining 3D-IC Design: Substrate, Finalization, And Tapeout - Effective substrate implementation is crucial for signal integrity, power delivery, and overall system reliability. The post Streamlining 3D-IC Design: Substrate, Finalization, And Tapeout appeared first on Semiconductor Engineering .
Now is the time to reform local education grants (KOR) - Now is the time to reform local education grants (KOR) A proposed overhaul would tie local education grants to demographics and redirect resources toward higher education and lifelong learning. 8/26/2026 - 10:05 PM Opinion Desk
Parity-controlled electron-hole interference in exciton-phonon coupling - We demonstrate that exciton-phonon coupling in polar semiconductors is governed by a parity-controlled interference selection rule. By performing an exact multipole expansion of the excitonic form factor and validating it against numerical integration of hydrogenic envelope functions, we show that the...
Explosive semiconductor growth - The global semiconductor market in the second quarter of 2026 was $368 billion, according to WSTS. 2Q 2026 set records for growth: up 35% from 1Q 2026 and up a phenomenal 104% from 2Q 2025. The previous record growth was set in 1Q 2026: up 25% from the prior quarter… Read more “Explosive semiconductor...
NextSilicon Appoints Rupal Hollenbeck President and Chief Business Officer - Former Check Point Software president, Oracle and Cerebras CMO, and 23-year Intel veteran joins NextSilicon to scale global sales, marketing, partnerships and customer adoption. The post NextSilicon Appoints Rupal Hollenbeck President and Chief Business Officer appeared first on Semiconductor Digest ....
MCP14T0517: Simplifying Isolated Power Supply Design for Modern Power Electronics - The MCP14T0517 is best positioned as an isolated power supply enabler. It drives a center-tapped transformer from a 3.0V to 5.5V input, helping designers generate isolated bias rails for isolated gate drivers, isolated communication interfaces and isolated sensing circuits.
Nanoscale “Defects” Unlock a Major Heat Transfer Breakthrough - A new polymer coating helps water droplets form and detach faster, boosting condensation heat transfer by up to 5.5 times on copper surfaces. Water droplets forming on a cold surface can either help move heat efficiently or create a thin insulating layer that slows the process down. KAIST researchers...
Now is the time to reform local education grants - Now is the time to reform local education grants A proposed overhaul would tie local education grants to demographics and redirect resources toward higher education and lifelong learning. 8/26/2026 - 11:01 AM Opinion Desk
Melexis signs Master Purchase Agreement With BYD - Melexis has signed a Master Purchase Agreement (MPA) with BYD, the Chinese car manufacturer by which Melexis becomes a direct supplier within BYD’s global procurement ecosystem. The transition to a […] The post Melexis signs Master Purchase Agreement With BYD appeared first on Electronics Weekly ....
Chip Security Moves From Checkbox Compliance To Continuous Defense - As AI, chiplets, software-defined systems, and new regulations expand the attack surface, visibility, accountability, and real deployment discipline matter more than certification alone. The post Chip Security Moves From Checkbox Compliance To Continuous Defense appeared first on Semiconductor Engineering...
Synopsys Wins the AI Silicon Brain Drain - The reported move of Amit Gupta, Jeff Dyck, and Ryan Silk from Siemens EDA to Synopsys matters because this is more than a routine transfer of experienced executives and engineers. Together, the three represent a concentrated body of expertise in applying artificial intelligence to semiconductor design—one...
Design and numerical performance analysis of efficient Ag3TaX4 (X = S, Se, Te) thin film solar cells - …explored. In this work, three-dimensional (3D) n-CdS/p-Ag3TaX4 (X = S, Se, Te)/p+-GeS thin-film solar cells have been designed and numerically investigated using the Semiconductor Module of COMSOL Multiphysics. Herein, the various performance matrices of the proposed devices have been analysed in accordance...
