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 🌑 🇨🇦 Americas 
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3¼h: ON Semiconductor Corp. (ON) Declines More Than Market: Some Information for Investors

3½h: Talk of AI pause slams Nvidia, AMD and Intel as fears of doomsday scenarios spread

3½h: Stocks pop when the Trump administration invests, but the gains often fade fast

4h: Skyworks Solutions drops 10%, halting recent upswing

4¼h: Dow Jones Futures: Nvidia, Micron, Sandisk Dive On AI Fears; Fed Rate Hike Looms

5¼h: AI infrastructure company Cornelis raises $205M to chip away at Nvidia’s dominance

5½h: International Luxury Hotel Association Adds Culture, Wellness and AI Sessions to INSPIRE 2026 Agenda

6¼h: Micron Stock Sends Urgent Signal as Shares Slide

6¼h: Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes Next

6½h: 2 S&P 500 Stocks with Impressive Fundamentals and 1 We Turn Down

7½h: Micron Drops Nearly 6% as Its $50 Billion Forecast Meets AI Spending Doubts

7½h: Why Direxion Daily Semiconductor Bull 3X ETF Dropped Today

8½h: Stock Market Midday, Sept. 14: Tech Stocks Slide on Dire AI Warnings, Micron Drops 5%

9h: Intel Is Stuck in Neutral. There Is Exactly One Thing That Should Change Your Mind.

9¼h: Memory Falls Hardest as AI Chiefs Ask the Industry to Slow Down

9¼h: Tech stocks fall after calls for AI development to slow

10h: Nvidia, Broadcom Tumble In AI Rotation; These U.K.-Based Names Gain

11h: Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today’s Market

11h: ADI's Communications Segment Surges on AI Demand: What's Ahead?

11h: Micron Technology Is Ramping Up Production of High-Bandwidth Memory. Here's Why That Could Send the Stock to New Heights This Year

 矽晶圓供需缺口將擴大!明 起至少10%起跳 搶貨潮助攻環球晶等營運添柴  - AI算力競賽推升矽晶圓需求,產業供需轉折浮現。隨HBM、2奈米以下先進邏輯同步擴產,法人預估,全球矽晶圓供需缺口將由2026 底約8%,擴大至2027 的15%、2028 的24%,景氣可望重返上升循環,環球晶、合晶及台勝科營運可望受惠。...

 China backs chipmakers as 'one team,' while Korean firms go it alone  - China backs chipmakers as 'one team,' while Korean firms go it alone China’s coordinated public financing and infrastructure support contrast with the heavier investment burden facing Samsung Electronics and SK hynix. 9/14/2026 - 06:00 PM News Team

 STMicroelectronics introduces automotive image sensor to help scale affordable in-cabin sensing  - Helps OEMs and Tier 1s bring driver and occupant monitoring to high-volume vehicle platforms with lower system cost Delivers 35%…

 The 1,000-watt problem: a TSMC veteran on the brute force forging Nvidia's AI chips  - "He practically created a new era—the age of AI," Mou-Shiung Lin said of Nvidia CEO Jensen Huang. Yet, the early TSMC executive describes the methodology behind that success in blunt terms: it is "violent."

 Chipmakers’ rejection of prepaid power bills warrants reflection  - Chipmakers’ rejection of prepaid power bills warrants reflection Samsung Electronics and SK hynix’s rejection of Kepco’s prepaid power plan underscores the risks of basing industrial and fiscal policy on a prolonged semiconductor boom. 9/14/2026 - 11:01 AM Opinion Desk

 Oracle's AI Data Centers Hit 98% GPU Use Despite Expansion  - Of the total capacity, AI semiconductor -installed facilities currently account for about 2 GW, projected to rise to over 12 GW by 2032.

 SEMI joins ReSiLient consortium to strengthen Europe’s silicon and SiC raw material value chains  - SEMI Europe to lead Work Package 8 on Social Acceptance, Dissemination, Communication and Standardization

 Inside COUPE and Beyond: From Optical Engine to Optical Network-on-Package  - From TSMC COUPE to Celestial AI OMIB: How Optical Engines Could Evolve Toward Photonic Bridges and Optical Network-on-Package

 NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases, Says TrendForce  - TrendForce’s latest memory industry research indicates that the NOR Flash market is undergoing its most significant structural shift in supply and demand in nearly a decade. AI-related products are absorbing a substantial share of production capacity, leaving suppliers limited room to increase NOR Flash...

 Everspin Technologies to Present at the H.C. Wainwright 28th Annual Global Investment Conference  - CHANDLER, Ariz.--(BUSINESS WIRE)--Sep. 14, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 Collaborators Chart Pathway to Nonlinear Optical Device Miniaturization  - Nonlinear optical processes enable frequency mixing, ultrafast signal processing, high-speed modulation, and many other functions critical to optical and quantum applications. Although nonlinearity is fundamental to photonics technologies, existing optical devices offer limited nonlinear capabilities....

 Korea's ICT exports mark record high on sustained AI investments  - Korea's ICT exports mark record high on sustained AI investments Korea's ICT exports hit a record $59.98 billion in August, with semiconductor demand driving the sector's first trade surplus above $40 billion. 9/14/2026 - 12:50 AM

 Long Live the Short King: Why 4-hi HBM Wins  - Same Bandwidth, Fewer Dies: How 4-hi HBM Cuts Inference Costs and Makes Scarce DRAM Go Further…

 半導體產業最缺的居然是「蓋廠工人」?台積電13座廠大搶人 演算法工程師薪資狂飆15%  - 104人力銀行週二(9/8)發布最新「2026半導體人才報告書」,指出2026 半導體業每 徵才人數為4.7萬人, 增幅達2成,顯見AI帶來的動能持續暢旺。 其中,AI時代讓演算法工程師薪資水漲船高,一口氣提高逾15.7%, 薪中位數已達141萬以上。...

 Chinese researchers extend future memory endurance 100-fold in semiconductor advance  - Restricting nitrogen-vacancy movement in wurtzite ferroelectrics looks to improve the reliability of next-generation storage, scientists find

 팹리스 톱10, 2분기 매출 73% 급증…AMD, 퀄컴 제치고 첫 3위  - 2분기 전 세계 상위 10대 팹리스(반도체 설계전문) 기업 매출 합계가 전년 동기 대비 73% 급증했다. 인공지능(AI) 인프라 투자 광풍 영향이다. 서버용 중앙처리장치(CPU...

 EEG biosensors help AI read your mind to guide robots, cars and more  - Dozens of EEG products are on the market, while researchers in Korea find unconscious brain signals with EEG

 The Air Computer  - Can you build a computer with water, air and clever geometry?

 ☀️ 🇹🇼🇰🇷🇦🇺 AsiaPac 
🇨🇳  ---  ☀️

 [News] South Korea Expands Espionage Law to Combat Chip Tech Leaks; China Led Overseas Cases at 54.5%  - South Korea has broadened its espionage law as it steps up efforts to protect advanced technologies from overseas leaks. According to Edaily, citing Reuters, the revised Criminal Act took effect on Sept. 13, expanding the scope of espionage offenses beyond North Korea to cover foreign countries and ......

 UK’s Battalion and Penn State launch research collaboration focused on national security  - Project to integrate GaN and related wide-bandgap and ultrawide-bandgap semiconductors on substrates with improved thermal and electrical performance.

 The Aliens Are Going to Be Very Confused  - What would impress aliens about Earth? Perhaps the ingenious RF technology quietly making our increasingly connected world work seamlessly every day.

 AI Safety Alarms, China's Distillation Reckoning, and Qualcomm's AWS Breakthrough: A Pivotal Week for Enterprise AI  - A viral AI extinction claim, a federal advisory naming six Chinese AI labs for industrial-scale distillation, and a $60 billion Qualcomm-AWS silicon pact define a week when enterprise AI risk and opportunity collided head-on. Patrick Moorhead and Daniel Newman weigh in on what's signal and what's noise...

 CAST Moves the Full TCP/IP Stack into Hardware at 100 Gbps  - CAST has introduced TCPIP-100G, a synthesizable intellectual-property core that implements a complete TCP/IP stack in hardware for ASICs and FPGAs. The core is designed to transmit and receive at up to 100 Gbps without depending on a host processor. That distinction is important: this is not simply a...

 binder adds midmount PCB connectors to its M12 portfolio  - The circular industrial connector specialist binder binder is expanding its M12 portfolio with angled panel-mount connectors. For centric PCB mounting, they are designed to fit into a slim, cylindrical housing. […] The post binder adds midmount PCB connectors to its M12 portfolio appeared first on Electronics...

 Oil, rates, AI slowdown hammer South Korea stocks as KOSPI sinks 3%  - A pullback in global AI (artificial intelligence) investment amid the burden of rising crude oil and interest rates triggered panic selling centered on large semiconductor stocks.

 The NY Creates and Micron Technology Joint Apprenticeship Program Welcomes First Cohort  - Albany, NY — NY Creates (the New York Center for Research, Economic Advancement, Technology, Engineering, and Science) and Micron Technology, Inc., held a signing ceremony where 10 apprentices joined the first cohort of their joint workforce development program. Announced in April by Governor Kathy...

 Fortaegis secures $50M to commercialize Secure Compute platform  - Amsterdam-based Fortaegis has raised 50 million dollars to start production and commercial deployment of its ‘unhackable’ Secure Compute architecture.

 環球晶:義大利諾瓦拉廠 已正式部分復工  - 環球晶(6488)14 宣布,7 20 發生火警的義大利諾瓦拉(Novara)廠已正式部分復工,整體復原進度較原規劃略為提前。目前關鍵廠務系統均恢復運作,部分前段製程陸續恢復生產,磊晶(EPI)製程率先重啟,首批產品已完成加工並開始出貨。...

 CircuitPython Goes Turbo With Precompiled Functions  - It would not be at all original to declare that Python is the new BASIC. Like BASIC, it has been the first programming language for a whole generation of coders, …read more

 Datacentre performance now sold by the rack not the chip  - The value in datacentres is shifting from the chip to the rack, says Yole, with hyperscalers and AI labs co-designing their own AI ASICs and with advanced packaging, HBM4, […] The post Datacentre performance now sold by the rack not the chip appeared first on Electronics Weekly .

 [Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory  - Irrational Analysis is heavily invested in the semiconductor industry.

 SemiWiki CEO Interview with Dr. Nissan Maskil of Qarakal Quantum  - Nissan Maskil, PhD, is the CEO and co-founder of Qarakal Quantum, established in 2024. Nissan brings 40 years of national technology program experience to Qarakal Quantum, where they’re working to enable researchers and enterprises to run larger and more meaningful quantum computing workloads sooner....

 CPO也「摩爾定律」!台積電點火助攻 打造新成長曲線 5台廠商機浮現  - AI算力競賽從先進製程、CoWoS延伸至高速互連。隨GPU、ASIC運算能力持續躍升,傳統銅互連逐漸逼近功耗與訊號傳輸極限,台積電加速布局CPO(共同封裝光學),業界看好,CPO頻寬若維持每兩 倍增,有望形成AI時代的「CPO摩爾定律」,開啟製程微縮之外的新成長曲線。...

 Stock Market Weekly Retrospect #3  - Here's how we saw the week that just ended....

 The Intel Kiryat Gat Mystery  - What Has Intel Been Quietly Doing Inside Fab 38?

 Tech The Money: The King’s Crooked Smile  - Value is in the eye of the beholder

 [News] China’s High-Purity Quartz Reportedly Qualifies for 300mm DRAM Production, Boosting Materials Localization  - China is making further inroads into a critical semiconductor materials supply chain, with domestically produced high-purity quartz now qualifying for use in chip production. According to Tom’s Hardware, Jiangsu Pacific Quartz, a Chinese high-purity quartz (HPQ) producer, says quartz products made......

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 NHanced Semiconductors: The Missing Packaging Link in the TFLN Revolution  - When TFLN Enters the 3DIC Era: How NHanced Semiconductors Could Bring Thin-Film Lithium Niobate into Next-Generation Optical Interconnect Packaging

 Omdia: Global Semiconductor Revenue Surges 31% to Record $425B in 2Q26  - Global semiconductor revenue surpassed $425bn in 2Q26 reaching another all-time high as the market grew a record 31.4% quarter-over-quarter (QoQ), according to new research from Omdia. The post Omdia: Global Semiconductor Revenue Surges 31% to Record $425B in 2Q26 appeared first on Semiconductor Digest...

 Survey: Mask Makers Upbeat, New Mask Size Gains Steam  - The market needs to pay close attention to the development of a new mask size standard

 A Brain Too Big to Carry — On-Device vs Datacenter Inference  - Robot Models, Silicon Efficiency, Jetson Thor vs. B300 TCO, Deployments, The Network Wall…

 Hardware Assisted Verification Is Key to AI Chip Design  - Juergen Jaeger of Siemens EDA explains why hardware-assisted verification has since become a must-have. The post Hardware Assisted Verification Is Key to AI Chip Design appeared first on Semiconductor Digest .

 Improved thin film harnesses indoor light to power devices  - Remember the solar calculator from middle school math class that had a small solar cell at the top? The idea behind that technology is not a relic of the past but the subject of continuous innovation. Today's indoor solar ...

 Chip Industry Technical Paper Roundup: Sept. 14  - Heterogeneous memory chiplets for multi-request LLM inference; long-span ECC for HBM AI inference; quasi phase-only EUV masks; advanced packaging underfill cure and thermal-endurance modeling; HW information-flow tracking for pre-silicon security testing; charge characterization in TMD-based MOS structures....

 Radon sensor embeds sizeable alpha particle detector  - PIN photodiode collects, counts and discriminates alpha energies to determine residences’ radon gas-caused cancer danger degrees. The post Radon sensor embeds sizeable alpha particle detector appeared first on EDN .

 How OpenAI Used Its Own LLMs to Design Its Jalapeño Chip  - AI drastically shortened its design time; it will only get faster

 Kokusai Electric gains from Hitachi split as AI memory demand surges  - Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According to Nikkei , the company benefited from faster decision-making, continued research and development spending, and rising...

 LG sells 15 US image patents to Honor as IP monetization expands

 UAE commits EUR40B to expand Germany ties in AI, energy and defense

 Fujitsu's Monaka targets 2027 mass production with TSMC 2nm boost

 AI power demand pushes Taiwan to overhaul energy rules

 Yole Group takes outside capital for the first time, selling minority stake to new French fund

 DIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up

 China optical firms target photonics with mixed high-end, lower-cost push

 STMicro lead times top 1 year, boosting Taiwan chip makers

 DIGITIMES Insight: High NA EUV chips near production, but economics will be the pacemaker

 Taiwan eases investment rules for AI center infrastructure projects

 Behind the BRICS handshake: How far can the China-India reset go?

 Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

 AI demand lifts UMC, VIS, PSMC revenue

 CPO nears mass production — next battle about interfaces, yield and maintenance

 India semiconductor deals hit a multi-year high ahead of SEMICON India 2026

 Hua Hong Grace completes Huali Micoelectronics acquisition, state parent raises stake

 Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

 AI's energy demand ignites global nuclear rush, straining Taiwan's restart

 Lab self-investigations show AI agents improvising past their own guardrails

 Gritek to take full control of 12-inch silicon wafer venture in major restructuring

 Z.ai reloads with US$5 billion for China's AI race

 Samsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist

 LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects

 Sandisk recruits engineers in Korea as memory talent race heats up

 South Korea broadens espionage law to counter rising tech leaks

 DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

 Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment

 NVIDIA and Palantir bring sovereign AI to supply chains  - NVIDIA and Palantir Technologies are teaming up on a sovereign AI platform for complex supply chains, with the…

 The AI Buildout Will Continue  - 90% chance things stay the same. 10% chance we are all dead.

 Who, Me? Tech team stood and laughed at colleague who pressed the wrong off button  - Ticklish situation solved with a lie about emergency maintenance

 Mitsubishi Electric’s New Plate Heat Exchanger Delivers 3x Conventional Heat Transfer Performance  - Reduces refrigerant charge to one-third for lower environmental impact and enhanced safety

 Build a high-end AMD gaming PC for less — Ryzen 7 9800X3D bundle includes an X870E motherboard, 32GB DDR5, AIO cooler and a game for $1,109.99  - The bundle pairs one of the best gaming CPUs available with a premium X870E motherboard and 32GB of DDR5-6000 memory, while also throwing in a 240mm AIO cooler and a free copy of Onimusha: Way of the Sword.

 CIOE 2026 Field Notes: The AI Optical Interconnect Race Is Entering Its Next Phase  - Original Article By SemiVision Research [Reading time: 23 mins]

 The chip boom and a currency paradox: How a stronger won may soften Samsung, SK hynix earnings  - The chip boom and a currency paradox: How a stronger won may soften Samsung, SK hynix earnings A surge in semiconductor exports has strengthened the won, cutting into earnings forecasts for Samsung Electronics and SK hynix. 9/13/2026 - 06:01 AM News Team

 US-led Luzon corridor in Philippines faces growing scrutiny over real local benefits  - Filipinos, especially Gen Z, are concerned that the corridor and other US-led projects are ‘more exploitative than beneficial’, analysts say