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 🌑 Americas 
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 Semi. Fabs and Clean Rooms
71s ago: Recent X posts highlight key developments in semiconductor fab construction and cleanroom expansions. GlobalFoundries signed $2B 5-year agreement with TSMC for silicon interposers at Malta, NY fab ramping H1 2028; India chip program moving to production with commercial output begun and $13.5B second phase; Applied Materials $5B India plan; yield challenges emphasized in advanced fabrication; CCL/prepreg prices up 30%.

 WD to Announce First Quarter Fiscal Year 2027 Financial Results on October 22, 2026  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) plans to announce its first quarter fiscal year 2027 financial results after the market closes on Thursday, October 22,...

 Podcast EP373: The Impact of yieldHUB Live and Details of Upcoming Show Participation with Gillian O’Donnell  - Daniel is joined by Gillian O’Donnell, Director of Growth at yieldHUB, the enterprise yield management platform trusted by semiconductor and photonics manufacturers worldwide. She leads business development, marketing, PR, and partnerships, with a particular focus on yieldHUB Live, the company’s real-time…...

 Wristwatch-type wearable sensor enables real-time monitoring of sodium and potassium  - Sweat can serve as a real-time source of information about the body's current state. For example, wearable sensors designed to measure sodium and potassium in sweat could provide biochemical information relevant to physiological ...

 Most Read – Robotaxi growth, Arm Qualcomm battle  - The most popular articles on the site cover an obituary for Professor Cyril Hilsum, a report predicting market growth for the robotaxi, and the chairman of Hynix selling shares worth $700m, Plus there's also Qualcomm and Arm resuming their legal marathon, two separate days of which feature... The post...

 Gigabyte's latest BIOS update hints at Intel's Raptor Lake Next Launch in 2027  - Gigabyte confirms BIOS support for upcoming Intel LGA 1700 processors on B760 and H610 motherboards, with the rumored Raptor Lake Next lineup expected in early 2027 to support both DDR4 and DDR5 memory.

 Measurement bandwidth  - Designers and test engineers should carefully consider an application's bandwidth requirements before selecting an instrument. The post Measurement bandwidth appeared first on EDN .

 Rejecting a promotion sent field service tech into support hell  - Chap who took the job left a trail of wreckage – and invaluable case studies – in his incompetent wake

 TPL Vision Acquires IP from Drew Lear Technology  - TPL Vision, a manufacturer of LED illumination technologies, acquired the IP for the DRX and DLX product platforms from Drew Lear Technology Limited. The products will be renamed to reflect the acquisition. The new names include: • HP LINE -...

 Chip Industry Week In Review  - $2B foundry pact; hyper-NA EUV; TSMC, Samsung financials; Canon readies nanoimprint; AI chips under scrutiny; $10T data center buildout; $1.5B SiC boost; chip smuggling; 800V power gains traction; quantum HW scales up; wireless EV road charging; sub-nm gate dielectrics; mobile fab. The post Chip Industry...

 Korean cosmetics stocks surge as entertainment shares face steep losses this year  - Korean cosmetics stocks surge as entertainment shares face steep losses this year Cosmetics makers led gains on the Korea Exchange, while K-pop and content companies suffered the market's sharpest industry decline. 10/8/2026 - 11:02 PM

 Deterministic generation of large-scale photonic GHZ states utilizing spin echo in a solid-state quantum light source  - …source of heralded three entangled photons is sufficient for building large scale quantum computers using otherwise classical optical elements. Here, we demonstrate a novel semiconductor quantum dot based device, which deterministically generate at GHz rates, indistinguishable single photons in a robust...

 Applied Materials and UCLA to Collaborate on Chip R&D at EPIC Center  - Applied Materials, Inc. today announced that the UCLA Samueli School of Engineering will join the company’s EPIC Center in Silicon Valley as a research partner. The post Applied Materials and UCLA to Collaborate on Chip R&D at EPIC Center appeared first on Semiconductor Digest .

 Too many quantum startups, too little money to keep them alive  - Gartner predicts more than half will fold by 2030, even as businesses begin testing the technology's usefulness

 Technical Report: Qualcomm Wear Elite Wi-Fi 6/BT 6.0/UWB/NB-NTN Combo SoC (HG11-75684-200 Die) Architecture Analysis  - The following is an RF Architecture Analysis of the Qualcomm HG11-75684-200 die found in the Qualcomm QCC6100_101-AC Wear Elite Connectivity SoC, which, in turn, was extracted from the Samsung Galaxy Watch Ultra 2 (SM-L715F). The QCC6100_101-AC is a dedicated non-cellular connectivity SoC that integrates...

 Panasonic Industry Europe to participate at Space Passive Component Days in Noordwijk  - Solutions Engineered for the Next Generation of Space Systems

 TSMC MPW: CyberShuttle, Cost, Schedule & Access  - body{font-family:Arial,Helvetica,sans-serif;color:#222;line-height:1.72;margin:0;background:#fff} article{max-width:980px;margin:0 auto;padding:18px 18px 48px} h1{font-size:38px;line-height:1.18;margin:0 0 20px} h2{font-size:28px;line-height:1.3;margin:36px 0 14px} h3{font-size:21px;line-height:1.35;margin:24px...

 Six Leading Suppliers Bet on VCSEL NPO; VCSEL Demand Projected to Reach 650 Million Units by 2031, Says TrendForce  - TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage,...

 [News] AI Chip Spending Fuels Debt Financing Wave; Broadcom Reportedly Eyes Tens of Billions to Fund OpenAI  - AI companies and their infrastructure partners are increasingly turning to debt financing to fund massive chip purchases as they expand AI capacity. According to Bloomberg, Broadcom has held preliminary discussions on arranging financing to help OpenAI purchase the custom AI chips the two companies ......

 [News] AI Chip Testing Capacity Tightness Prompts Customers to Lock In 1-Year-Plus Deals; Sigurd Hikes Prices  - Semiconductor testing demand is surging as increasingly complex AI chips require more intensive processes, tightening available capacity. According to STAR Market Daily, OSAT provider Sigurd Microelectronics has posted monthly revenue above NT$2 billion for three consecutive months, with customers i......

 Previewing Intel's Q3 Results  - Lots of public turmoil, but the ship continues to sail to El Dorado.

 Malaysian Chip Firm SQAI Said to Plan $73 Million IPO in Early 2027  - Malaysian semiconductor firm SQ Advanced Interconnect Bhd. is considering raising about 300 million ringgit ($73 million) in an initial public offering in the first quarter of 2027, people familiar with the matter said.

 The Chip Insider®– State of the Semiconductor Union  - Inside G. Dan Hutcheson’s latest analysis, the seven layers of the Semiconductor Demand Stack reveal an industry at remarkable highs, as AI demand, semiconductor growth, economic conditions, and geopolitical risks shape the outlook for the cycle ahead.

 Autonomous mower maker Firefly Robotics pursues stock listing  - Firefly, whose Autonomous Mowing Platform is aimed at gold courses and similar environments, filed for an IPO last year, but later withdrew that plan.

 Monolithic III-N complementary logic  - Researchers claim record 154.1V/V maximum voltage gain, 10.4ns/stage RO delay, and first 6T-SRAM.

 🌑 AsiaPac 
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44h Nanya Technolog…

4¾d Taiwan Semicond…

 台積電法說倒數…CoPoS、FOPLP與玻璃基板將重塑AI鏈  - 隨著台積電法說會即將登場,市場關注的焦點可能已不只是下一季財測或資本支出,而是先進封裝技術接下來的發展方向。過去三 ,AI投資熱潮帶動GPU、HBM與CoWoS需求大幅成長,但市場也逐漸發現,限制AI晶片產出的瓶頸已不再只是先進製程,而是封裝能力。...

 GF Unveils Roadmap to Deliver the World’s Most Advanced FD-SOI Platform for Physical AI  - New FDX Fusion platform extends GF’s FD-SOI leadership as the first process technology in Europe to deliver single-digit nanometer digital performance optimized for the physical world. The post GF Unveils Roadmap to Deliver the World’s Most Advanced FD-SOI Platform for Physical AI appeared first on...

 Scientists Uncover Two Hidden Forms of Disorder in Next-Generation Semiconductors  - A study of twisted two-dimensional semiconductors reveals how subtle material disorder can emerge at different spatial scales. Two distinct forms of hidden disorder may influence how ultrathin semiconductors emit light. One extends across relatively large areas of the material, while the other is concentrated...

 How Software Efficiency Can Help Offset Rising Memory Costs  - As DRAM and NAND prices rise, software efficiency is becoming increasingly relevant to hardware decisions. Explore the strategies emerging across major ecosystems.

 Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI  - GlobalFoundries said strained-silicon FD-SOI can deliver 7-nm-class performance without EUV and open a new market for Europe. The post Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI appeared first on EE Times .

 SK chief vows to accelerate Honam chip cluster construction as semiconductor demand surges worldwide  - SK chief vows to accelerate Honam chip cluster construction as semiconductor demand surges worldwide Chey Tae-won said SK will move as quickly as possible on new fabs near Gwangju while infrastructure plans are finalized. 10/9/2026 - 05:38 AM News Team

 Alarm.com Adds AI to Battery Video Doorbell  - Alarm.com has launched the 781B Battery Video Doorbell, a wire-free security camera designed for locations without existing doorbell…

 U.S. Government Details Overhaul to Vehicle Lighting Standards  - The U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) is modernizing its outdated vehicle lighting standards. The update to Federal Motor Vehicle Safety Standard No. 108 will involve consultation with...

 Where Are The Centrists?  - Political centrists outnumber Rightists and Leftists in Germany, Japan, and South Africa, according to Statista Consumer Insights. In Germany, 41% of respondents said that they were in the centre , […] The post Where Are The Centrists? appeared first on Electronics Weekly .

 Microchip and Hailo: Expanding the Possibilities of Edge AI  - Learn how Microchip and Hailo are enabling the next generation of intelligent edge devices with AI acceleration, integrated vision processing and embedded solutions for robotics, automation and connected systems.

 Technical Report: Sony IMX735 Exploratory Analysis  - The Sony IMX735 image sensor is a 1/1.17" optical format, 17.42 MP resolution, 2.1 µm pixel pitch, stacked back-illuminated (BI) CMOS image sensor (CIS) incorporating split-pixel technology, primarily designed for automotive applications. It is the highest-resolution automotive image sensor analyzed...

 GlobalFoundries Rallies After Announcing $2 Billion TSMC Deal  - GlobalFoundries Inc. shares gained as much as 7% after the chip manufacturer announced a five-year, $2 billion deal to provide US production capacity to Taiwan Semiconductor Manufacturing Co.

 Wolfspeed receives conditional $1.5bn loan commitment from US Department of War  - Financing to support domestic development and production of silicon carbide materials and wide-bandgap power devices, with focus on national security

 Samsung's $80.3B quarterly profit set to beat Nvidia and Alphabet's record highs  - Samsung's $80.3B quarterly profit set to beat Nvidia and Alphabet's record highs The chipmaker’s revenue is projected to jump over 126 percent on year despite a strengthening won and bonus provisions. 10/8/2026 - 05:43 AM LEE JAE-LIM

 The multi-gig Ethernet migration: Motivations and implementations  - Supplier “push” and consumer “pull”. When their efforts coordinate, the result can be meaningfully impactful. The post The multi-gig Ethernet migration: Motivations and implementations appeared first on EDN .

 NVIDIA Jetson to SiMa.ai Modalix MLSoC Migration Guide  - This technical guide provides a practical framework for migrating machine learning models and applications from an NVIDIA/CUDA-based environment to the SiMa.ai Physical AI platform. It explains the key differences between the two deployment workflows, outlines the model and application migration processes,...

 Rohm Semiconductor Expands Back-End Chip Manufacturing Outsourcing  - Rohm Semiconductor retains wafer fabrication in-house as it expands its back-end semiconductor operations and R&D footprint in India. The post Rohm Semiconductor Expands Back-End Chip Manufacturing Outsourcing appeared first on EE Times .

 TSMC’s Quarterly Revenue Jumps 51% After AI Demand Holds Up  - Taiwan Semiconductor Manufacturing Co. reported a 51% rise in quarterly revenue, a positive signal for investors trying to gauge the sustainability of a global AI infrastructure buildout.

 AMD’s Taiwan Capacity Push: Why Lisa Su Is Locking In the Supply Chain for the Next AI Cycle  - Original Article By SemiVision Research [Reading time: 10 mins]

 MarketRank: ranking stocks by the stationary probabilities of a Markov chain over estimated money flows, with a topological landscape view  - …prices and volumes with a correlation tilted gravity model, in a deterministic parallel C++ engine. On a universe of 10K US stocks and ETFs, the ranking is led by the large semiconductor and technology names, and estimated flows stay within a sector more often than chance. The level of the score, however,...

 2026 FSI Industry Mixer Recap  - Last week, we hosted the second annual UF | Florida Semiconductor Institute Industry Mixer in Malachowsky Hall providing students interested in semiconductor careers the opportunity to connect with some of the leading companies in the industry.

 🌑 EMEA 
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 Cirrus Logic to Have Bid for Synaptics After Onsemi Deal  - Semiconductor company Cirrus Logic Inc. made an unsolicited acquisition offer for Synaptics Inc. last month as it looked to spoil a previously announced deal with On Semiconductor Corp., according to people familiar with the matter.

 NVIDIA cuPhoton accelerates scientific image analysis  - NVIDIA has released NVIDIA cuPhoton, an open-source CUDA-X toolkit intended to move high-throughput scientific image processing away from CPU-bound pipelines…

 SIA Report Highlights Strategies for Strengthening Supply Chains Supporting the U.S. Chip Ecosystem  - The semiconductor industry is making generational investments in U.S. capacity across the chip value chain. A new SIA report, titled “Understanding Dependencies in the U.S. Semiconductor Supply Chain,” details how the upstream supply chains supporting America’s semiconductor ecosystem are increasingly...

 Formula E Racing to Adopt, Deploy COMSOL Multiphysics Capabilities for Upcoming Season  - Per a newly agreed upon multiyear partnership, engineers from motorsport organization Formula E will use COMSOL Multiphysics software to investigate complex technology challenges involving multiple interacting physical effects. COMSOL will additionally support Formula E to help its technology teams understand...

 ETRI, 자연스러운 대화로 우울증 정도 파악 기술 관심  - 한국전자통신연구원(ETRI·원장 박세웅)은 6일부터 서울 삼성동 코엑스에서 열리고 있는 'AI 페스타 26'에 자연스러운 대화로 우울증 정도를 판단하는 인공지능(AI) 기술과 ...

 [News] Samsung Reportedly Plans Exynos Auto Exit, Prioritizes Mobile APs, Image Sensors for 2027 System LSI Turnaround  - Samsung is reportedly pulling back from automotive application processors (APs) as it restructures its chip design business and shifts resources toward areas with stronger profitability and market-share potential. According to Munhwa Ilbo, sources say Samsung has decided to exit the automotive AP bu......

 2026 Semiconductor Education Day Recap  - On Sept. 15, the annual Florida Semiconductor Institute Industry Mixer brought students and semiconductor companies together at Malachowsky Hall to connect and explore career opportunities.

 GF To Provide Interposers For TSMC’s CoWoS Ecosystem  - GlobalFoundries has announced an agreement with TSMC to establish a U.S.-based supply of silicon interposers

 Why Custom Silicon Matters in AI Data Centers  - Custom silicon lets AI data centers cut power, latency and data movement while improving economics at scale. The post Why Custom Silicon Matters in AI Data Centers appeared first on EE Times .

 The silent killer of analog reliability: Why SPICE misses floating net  - The semiconductor industry is currently facing a significant challenge in functional verification. According to the most recent Wilson Research Group / Siemens EDA Functional Verification Study, first-silicon success rates have hit a historic low, with nearly 68% of designs requiring two or more spins....

 Korea must curb liquidity to escape the triple-high trap  - Korea must curb liquidity to escape the triple-high trap Despite record exports and a vast current account surplus, policy inconsistency, excess liquidity and semiconductor dependence are weighing on the won. 10/8/2026 - 11:01 AM Opinion Desk

 Connectivity challenges evolve as systems move into higher-frequency operation  - As the communications network moves into the millimetre-wave spectrum connectivity becomes a larger challenge, writes Dr Tudor Williams. As satellite constellations expand 5G infrastructure becomes more densely deployed and defence […] The post Connectivity challenges evolve as systems move into higher-frequency...

 What’s next for the future of data center networking? Optics.  - AI models are pushing data rates higher, and it will take more than copper alone to travel the distance.

 Wolfspeed gets $1.5bn loan from US government  - Wolfspeed has received a conditional loan commitment letter from the U.S. Department of War (“DoW”), through its Office of Strategic Capital (“OSC”), for up to $1.5 billion. The money will […] The post Wolfspeed gets $1.5bn loan from US government appeared first on Electronics Weekly .

 Korea’s August current account surplus hits second-highest level on chip exports  - Korea’s August current account surplus hits second-highest level on chip exports The surplus reached $46.1 billion as semiconductor exports surged, extending Korea’s streak of monthly current account surpluses to 40 months. 10/7/2026 - 09:02 PM

 NAND Flash Finds New Value in Volume  - At our recent Investor Day event, we discussed how the NAND flash market is entering a new economic...

 \uD83C\uDF99\uFE0F The Compute 100: Startups vs. Incumbents in Semis, Intel Foundry, Physical AI, and more  - Watch now (66 mins) | Intel’s EMIB vs. TSMC’s CoWoS, prefill and decode disaggregation, 576 GPUs in a rack, edge compute for end-to-end transformers, AI-native EDA, and more

 Saimemory Moves To Commercialize Z-Angle Memory (ZAM)  - Saimemory and its new partner, Shinko, plan develop and commercialize ZAM

 Assembly and Test Cost and Price Model  - The Assembly and Test Cost and Price Model is the world’s most detailed cost and price model of Assembly and Test. The recently redesigned model covers all the latest 2.5D and 3D packaging technologies as well as a broad range of older technologies. The model has an extensive and growing set of pre-defined...