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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 삼성전기·LG이노텍, 'KPCA쇼'서 AI용 대면적·유리기판 기술력 공개  - 삼성전기와 LG이노텍이 인공지능(AI) 반도체에 대응할 수 있는 대면적 기판과 유리기판 기술력을 9~11일 인천에서 열리는 KPCA쇼(국제반도체기판및첨단패키징산업전)에서 전시한...

 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.

 Accenture, Google Cloud launch global Gemini Enterprise business group  - Accenture and Google Cloud launched a new global business group to help companies scale agentic AI, a move that could speed enterprise adoption of AI tools worldwide. The effort targets faster deployment, clearer returns, and broader access to AI talent, engineering, and industry expertise across sectors....

 Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

 US security agencies tell AI firms to degrade answers to suspected Chinese distillation traffic in secret

 Arm expands push for agentic AI infrastructure with new Neoverse chip design

 Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

 Samsung-led EUR3B funding round nearly doubles Mistral's valuation

 China's AI computing plan targets sixfold growth and 100,000-card clusters

 Cambricon takes a PyTorch Foundation board seat as China's chip challengers turn to software

 India's HCLTech opens semiconductor lab in Bengaluru to serve global chip supply chains

 SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens

 LG Innotek tackles glass substrate microcrack issue as 2028 production race heats up

 Huawei orchestrates China's DUV lithography push to cut reliance on ASML

 Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race

 Axcelis to build new Korea manufacturing site in US$35 million expansion

 Samsung's Taylor fab reportedly fully booked before 2nm production begins

 Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil

 Realtek expands Wi-Fi 8, optical communications, ASICs, keeps Nvidia partnership low-profile

 OpenAI taps Firmus for Malaysia data center capacity

 Industrial AI needs eyes: Sony tests its sensor edge in Aramco's physical world

 Uber Eats names Samuel Li Taiwan GM

 IQE returns to profit in 1H26, warns on China InP risk

 WinWay revenue surges on AI chip pin-count demand

 Arm expands AI platform strategy across cloud, robotics and mobile

 Backed by Nanya partnership, PieceMakers eyes AI memory upgrade boom

 Taiwan's chip research agencies overlap on two new 300mm fabs

 CSPs expand Malaysia AI server hubs as Southeast Asia grows

 Qualcomm to build custom AI inference chips for AWS

 China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling

 ASML chooses Netherlands for major expansion after warning it could build abroad

 Meta ships Muse as its agent bet, waging faster model cadence can close the frontier gap

 Control knobs are customizable and production-ready  - OKW's customized rotary potentiometer and encoder knobs are designed for menu-driven interfaces. The post Control knobs are customizable and production-ready appeared first on EDN .

 NVIDIA Vera: Rebuilding the CPU for Agentic AI  - Source: Jonathon Evans and Polychronis Xekalakis, “NVIDIA Vera CPU,” Hot Chips 2026 . Performance figures are NVIDIA claims, and several results were based on preproduction or unofficial testing.

 TSMC, Samsung Back High NA EUV And New Mask Size  - ASML and TSMC have established an initiative to drive the transition to 6- x 12-inch masks

 COHERENT BRINGS AI DATACENTER AND PHOTONICS THOUGHT LEADERSHIP TO ECOC 2026 IN MÁLAGA, SPAIN  - Coherent will participate in key thought leadership sessions at the ECOC 2026, to be held September 21 – 23, 2026, in Málaga, Spain.

 US Secretary of State Rubio arrives in Colombia to clarify China ties, sign minerals deal  - Washington’s top diplomat lands in Barranquilla on first leg of three-country tour, with critical minerals, civil nuclear deals to be signed

 Oligopoly Equilibrium  - Why most semiconductor markets settle at three players

 Panasonic Industry to exhibit at Chillventa 2026  - Highly efficient and reliable compressors, pumps and fan motors for HVACR applications

 A comparison of traditional and DSP-enabled ADCs in radio receivers  - Here is a sneak peek at 3 radio receiver designs: direct conversion, direct conversion with digital channel selection, and IF sampling. The post A comparison of traditional and DSP-enabled ADCs in radio receivers appeared first on EDN .

 Modular electronics connect in Elektor Lab Talk #50  - Elektor will mark its 50th Lab Talk on Thursday, 17 September 2026, with a live discussion focused on modular electronics…

 TSMC to start using High-NA EUV lithography in 2030 — A10 or A11 technology prime candidates for use  - TSMC discloses plans to use High-NA EUV lithography in 2030, 6×12-inch photomasks with new scanners in 2033.

 Beyond Moore’s Law: The Rise of AI System Scaling \uFF1ASEMICON Taiwan 2026 — From Advanced Packaging and CPO to Memory, Test, and Thermal Innovation  - AI Semiconductors Enter the System Scaling Era: Advanced Packaging, CPO, HBM, FOPLP, and Testing Emerge as the Next Key Battlegrounds

 High-NA EUV Moves From Experiment to Manufacturing  - Intel Foundry and ASML say high-numerical-aperture extreme-ultraviolet lithography has crossed an important boundary: it is no longer only a development tool, but a production technology. At the SPIE Photomask Technology and Extreme Ultraviolet Lithography conference , the companies reported that Intel...

 ARM’s 2026 ‘Tech’ Day Is A Self-Inflicted Wound  - ARM's most recent 'Tech' Day was an embarrassment for the company, destroying a reuptation for solid messaging built over a decade. Read more ▶ The post ARM’s 2026 ‘Tech’ Day Is A Self-Inflicted Wound appeared first on Semiaccurate .

 IPO Proceeds Rising  - Global IPO proceeds have been on the rise and stock markets in Mainland China and Hong Kong are booming especially, reports EY. While in 2024, Chinese IPO proceeds stood at $9.3 […] The post IPO Proceeds Rising appeared first on Electronics Weekly .

 2026 six five summit recap  - Three days. Free access. A single, unmistakable through-line: enterprise AI has left the pilot phase and entered production—and the economics, infrastructure, and organizational muscle required to run it there defined the conversation onstage. Here are the moments that traveled — the quotes, numbers,...

 India Launches New Semiconductor Initiative  - The project aims to develop more fabs, packaging companies and design houses in India

 When Design Gets Faster, the Bottleneck Moves Through the Physical Stack  - AI can compress the path to tape-out. The next challenge is compressing physical realization.

 Korean August semi exports up 209% YoY  - Korea’s semiconductor exports in August were up 209% YoY to a record $46.65 billion, accounting for 47.5% of the country’s $98.25 billion exports, according to the Ministry of Trade, Industry […] The post Korean August semi exports up 209% YoY appeared first on Electronics Weekly .

 [News] TSMC’s 3nm Reportedly to Overtake 5nm as Top Revenue Node in 2H26; Output Value Could Top NT$400B  - TSMC’s 3nm node is set for a stronger ramp in 2H26, fueled by surging demand for AI and high-performance computing (HPC), particularly as NVIDIA’s Rubin platform ramps up. Citing analysts, the Economic Daily News reports that 3nm is expected to overtake 5nm in revenue contribution for the first ......

 TSMC COUPE Is Evolving: From a Silicon Photonics Engine to an Active Photonics Integration Platform\  - TSMC COUPE Is Evolving: From a Silicon Photonics Engine to an Active Photonics Integration Platform

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑

 HTC Launches VIVE Eagle AI Glasses  - HTC has launched its VIVE Eagle AI smart glasses across Europe, North America and Australia, combining a 12 MP…

 Still going west, young man?  - Is the US still the place to be for young aspiring scientists?

 Won-Dollar Rate Drops to 1,336.1, Lowest in 23 Months  - The current outlook suggests this trend will continue, as strong semiconductor exports are increasing dollar inflows.

 Exporters drive won to 23-month low against dollar in South Korea

 China’s CXMT speeds LPDDR6 push as Korea keeps 10nm process lead

 Intellicia, The Ace Company Win K-Startup Leagues

 KOSPI Surges Past 7,000 on OpenAI's Astra Amid Middle East Risks

 Astra rally lifts Korea stocks past 7,000 as institutions buy

 DLSS5 drives GPU and memory prices higher as HBM focus tightens supply

 Samsung, SK hynix drive Korea manufacturing margins to record high

 Samsung Electronics Labor Union Pushes Reorganization Around Device Solutions Division

 SK Keyfoundry, Elmos Semiconductor SE Ink 130nm Long-Term Supply Pact

 OpenAI Korea Builds Domestic Inference Data Center for Data Sovereignty

 SK keyfoundry expands 130nm chip pact with Germany’s Elmos through 2037

 SK키파운드리, 獨 엘모스와 130나노 장기 공급계약… 차량용 반도체 협력 확대

 Manufacturing Profit Margin Hits Record 24% Led by Samsung, SK Hynix

 Corporate Profit Margin Jumps to 16.9%, Plummets to 6.2% Without Samsung, SK Hynix

 New York Stocks Fall on Middle East Tensions, Oil Nears $100

 Middle East clashes sink Wall Street as oil nears $100 and CPI fears rise

 ChangXin Memory Struggles With 25% HBM3 Yield Amid TSV Challenges

 Sk hyper targets 5gw aidc to lure us big tech to South Korea

 China’s CXMT lags in HBM3 yields as TSV know-how trails South Korea

 AI Investment Shifts to Corporate Bonds for Data Centers

 South Korea Adds 184,000 Jobs, Youth Employment Drops

 Corporate Dollar Selling Fuels Won's Sharp Decline

 ASML breaks ground on new campus  - ASML has started building its second major industrial campus in the Brainport region of the Netherlands. The company celebrated the occasion with a groundbreaking ceremony at Brainport Industries Campus (BIC) […] The post ASML breaks ground on new campus appeared first on Electronics Weekly .

 Spotlight on Bright Minds: Meet Tuhina Bhuniya, Analog Validation Engineer at NXP  - Discover how NXP interns contribute to real-world technology projects, develop new skills, and gain hands-on experience through meaningful work.

 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.

 SEMIFIVE Commences Mass Production of HyperAccel’s LLM AI Inference Accelerator ‘Bertha’ on Samsung 4nm  - SEMIFIVE, a global provider of custom AI semiconductor (ASIC) solutions, announced today that it has begun mass production of a data center AI inference accelerator for HyperAccel. The post SEMIFIVE Commences Mass Production of HyperAccel’s LLM AI Inference Accelerator ‘Bertha’ on Samsung 4nm appeared...

 Strategy Paper Urges Canada to Add Semiconductors to AI Strategy  - Canada’s sovereign AI ambitions will fall short unless procurement, talent, funding, and existing semiconductor strengths are aligned behind domestic hardware capability. The post Strategy Paper Urges Canada to Add Semiconductors to AI Strategy appeared first on EE Times .

 Apple iPhone 18 Rumors: Pro, A20 and Foldable Preview  - Explore Apple iPhone 18 Pro and foldable iPhone rumors, including the A20 Pro, 2 nm silicon, C2 modem, cameras, memory, suppliers, and release strategy.

 System Check: How do you feel about humanoid robots?  - Humanoid robots are quickly moving from science fiction into real-world engineering. But how close are we to truly useful humanoid…

 SkyWater Technology and Qolab Announce Midwest Commercial Foundry Partnership for Superconducting Quantum Devices  - Multi-year collaboration establishes standardized commercial wafer services on SkyWater’s newly launched SC250 platform BLOOMINGTON, MN & Madison, WI. — Sep....

 ASML and TSMC want bigger masks for smaller chips  - Industry push aims to eliminate stitching constraints and ready high-NA EUV systems for production by 2033

 Fail-Safe Frames: Why Chips&Media’s ASIL-B Video IP Matters  - As vehicles evolve into software-defined, increasingly autonomous platforms, video processing is becoming part of the safety-critical computing chain. Camera feeds support functions ranging from surround-view monitoring and driver assistance to object detection and automated driving. If the hardware processing...

 New Work Nixes Neutrino Laser Concept  - Neutrinos are pervasive yet intangible particles that permeate the universe, streaming through whole planets, stars, and our bodies by the trillions each second. The elementary particles are often described as “ghostly” due to their...

 Intel Provides Update On High NA EUV  - What’s happening with high NA EUV at Intel and others?

 Arm pushes agentic AI and desktop-quality graphics in next-gen phone platform  - New CPU and GPU designs chase lower latency and richer games within a 1 W power budget

 Q2 smartphone production down just 8% year-on-year, to 275 million units  - TrendForce’s full-year forecast raised from 1.05 billion to 1.07 billion, down 14% year-on-year

 Q2 DRAM contract price up 59.5% QoQ  - Q2 DRAM contract prices were up 59.5% QoQ pushing DRAM quarterly revenue to nearly $154.73 billion, reports TrendForce. Suppliers’ inventories remain at historic lows, with additional supply mainly allocated for […] The post Q2 DRAM contract price up 59.5% QoQ appeared first on Electronics Weekly...

 Will Malaysia’s potential Huawei AI deal risk clash with US trade pact?  - Choosing Huawei chips in a US$494 million sovereign AI project could breach export control assurances given to Washington

 French Research Teams Demonstrate Hybrid Nanoelectronic Ising Machine for Combinatorial Optimization  - Nature Communications Paper Opens Hardware Path Toward Energy-Efficient Optimization Accelerators, Combining ReRAM Devices

 Lasers for CPO/NPO: Part 3 \u2013 Master Oscillator, Power Amplifier  - Ultra high power lasers for CPO can be built differently from Lumentum’s approach, but how good are they?

 Kospi opens higher amid revived AI hopes  - Kospi opens higher amid revived AI hopes Stocks gained Tuesday, led by Samsung Electronics and SK hynix, as renewed AI optimism offset concerns over higher oil prices and inflation. 9/7/2026 - 08:43 PM

 Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier  - In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market. They debate the semiconductor supply chain bottleneck, with Ben arguing that constraints will peak...

 As AI models scale 100x every two years, Yole maps shift from compute to communication  - Optical transceiver market growing at 35% CAGR to $112bn by 2031

 Pixxel raises $100m in Series C for hyperspectral imaging satellites  - Pixxel, the Indian-based space data company, has raised $100 million in a Series C funding round co-led by Temasek and Seraphim Capital, a London-based investment group focused on the Space […] The post Pixxel raises $100m in Series C for hyperspectral imaging satellites appeared first on Electronics...

 RF GaN patenting activity slowing as technology matures  - …but intensifying in selected segments and regions

 Kioxia’s Flash-for-DRAM Initiative Eyes AI Workloads  - The CXL-attached memory expansion uses NAND flash optimized for high-speed processing alongside AI compute devices. The post Kioxia’s Flash-for-DRAM Initiative Eyes AI Workloads appeared first on EE Times .

 Machines that think: embodied intelligence  - This is the third part in a series on how AI is crossing out of software and into the physical world. This time, Jan Bosch reaches the hinge: What happens when a model has to act?

 Kospi opens sharply higher on tech gains despite heightened Middle East tensions  - Kospi opens sharply higher on tech gains despite heightened Middle East tensions Stocks opened 3.34 percent higher as semiconductor gains fueled by OpenAI's GPT-6 Astra outweighed escalating U.S.-Iran tensions. 9/6/2026 - 08:26 PM

 🌔 🇺🇸 Americas 
🇨🇦 ---  🌔 +

 台廠晶圓代工廠Q2營運升溫 台積電市占衝72.5%再創高  - AI、高效能運算(HPC)需求持續推升全球晶圓代工市場,成熟製程也在AI周邊晶片及消費性電子提前備貨帶動下轉強,台灣晶圓代工廠第二季營運全面升溫,其中台積電市占率進一步攀升至72.5%,再創歷史新高,聯電穩居第四,世界先進排名重返第八,力積電則位居第十,台廠在先進及成熟製程均受惠需求回溫。...

 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 .

 [Insights] Memory Spot Price Update: DDR4 Mainstream Rises 1.78% on 2Gx8 Orders; DDR5 Demand Remains Limited  - According to TrendForce’s latest memory spot price trend report, DRAM spot market activity remains limited, with DDR5 procurement volumes still low, while select branded DDR4 2Gx8 chips are seeing tangible orders and upward price momentum. In NAND flash, purchasing momentum remains weak despite su......

 半導體風雲/從修冰箱到台積供應鏈 華懋30 淬鍊VOCs  - 今 6 ,大雨伴隨雷聲落下,台積電董事長魏哲家率領七家供應鏈業者,在屏東科學園區半導體供應鏈專區共同動土,一條從嘉義、台南、高雄向南延伸的半導體S廊帶,也正式跨進屏東。七家業者中,有一家公司是華懋科技,一般民眾或許感到陌生,它卻是護國神山一路帶進屏東的隱形夥伴。...

 How soon can one be a lame duck? (KOR)  - How soon can one be a lame duck? (KOR) Falling approval ratings and growing policy doubts raise questions about whether President Lee Jae Myung’s leadership will weaken his mandate. 9/8/2026 - 09:56 PM Opinion Desk

 The Hidden Cost of Alloying: Disorder-Driven Transport Collapse in TMDs  - Alloying in two dimensional semiconductors is widely used to tune bandgaps, yet its implications for charge and energy transport remain poorly understood. Here, we investigate MoS2xSe2(1-x) alloys as a model system to study the interplay between composition, thickness, and disorder. Optical transitions...

 Invention may bring smart bionic eye into sight  - A working prototype that can see, remember and interact with the world like the human brain could one day underpin smart bionic eyes while using far less energy than today's technologies. The invention from RMIT University ...

 TSMC, Intel and Samsung all bet on ASML's latest chip tool in AI race  - Taiwan titan to start mass production with high NA EUV machine by 2030

 Market Data: Smartphone Fingerprint Sensor Market Share Q2 2026  - The smartphone fingerprint sensor market recorded modest revenue growth in Q2 2026, supported by an improved pricing environment for legacy fingerprint sensor solutions. While overall market demand remained relatively subdued, continued momentum in ultrasonic fingerprint sensor adoption across premium...

 $40,000 club matters, but fix youth unemployment first  - $40,000 club matters, but fix youth unemployment first The semiconductor-led boom could lift Korea into the $40,000 per capita GNI club, but youth unemployment threatens to widen the prosperity gap. 9/8/2026 - 11:01 AM Opinion Desk

 Welcome to the Materials Age (We Hope You’ll Enjoy Your Stay)  - When you come to think about it, many of the early ages of human development were defined by the materials people used, such as the Stone Age, the Bronze Age, and the Iron Age. Much later came the Industrial Revolution and the Industrial Age. This was followed by a succession of increasingly overlapping...

 AEye’s Apollo lidar wins Pegasus lunar vehicle contract  - AEye’s Apollo long-range lidar (Light Detection and Ranging) has been has been selected by Lunar Outpost for integrating into its Pegasus LTV (Lunar Terrain Vehicle). This is the vehicle that […] The post AEye’s Apollo lidar wins Pegasus lunar vehicle contract appeared first on Electronics Weekly...

 This week’s outside five sigma (#115)  - Historical Account of Submarine Telegraph Cable Laying

 Korea’s per capita income on track to top $40,000 for first time  - Korea’s per capita income on track to top $40,000 for first time The Bank of Korea says per capita gross national income is highly likely to exceed $40,000 this year, powered by a semiconductor earnings boom, improved trade terms and a stabilizing won. 9/8/2026 - 04:02 AM News Team

 Bet you can’t fully define a ‘robot.’ Arm agrees.  - Sensors function in a world of fragmentation across robots and physical AI models and systems. Arm is spearheading an effort to change that.

 Chip Industry Technical Paper Roundup: Sept. 8  - HBF for LLM inference; M3D SRAM with BEOL pass-gates at 2nm; distributed GPU architectures; hybrid HBM-HBF memory; GaN-on-silicon polarization superjunctions; programmable silicon photonics; Al dopant activation in 4H-SiC. The post Chip Industry Technical Paper Roundup: Sept. 8 appeared first on Semiconductor...

 Arm’s C2-Ultra, G2-Ultra NX, and CSS N4 IP ...  - Hello you fine Internet folks, ...

 From One GPU to an AI Factory: Deep Dive into NVIDIA’s Six Hot Chips 2026 Presentations  - Original Article By SemiVision Research [Reading time: 20 mins]

 South Korea's ETF boom loses steam as investors tire of volatility  - Single-stock funds issue sparks political controversy over claims it harmed investors' assets

 TPU Inference Externalization Full Steam Ahead - InferenceX  - InferenceX, Up to 50% Better Performance per Dollar, Rapid Externalization of TPU stack, Growing Customer Base, Ironwood…

 Occam’s Razor and a USB-C to HDMI adapter  - The simplest explanation is likely the best, even if its validity isn’t always intuitively obvious in advance. The post Occam’s Razor and a USB-C to HDMI adapter appeared first on EDN .

 DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce  - TrendForce’s latest findings on the memory industry reveal that sharp rises in traditional DRAM contract prices have led to a 59.5% QoQ increase in total DRAM industry revenue, reaching nearly US$154.73 billion in 2Q26.

 Stanford Researchers Boost AI Memory Capacity  - Researchers from Stanford University have demonstrated that it’s possible to make a network of atoms and photons that could improve how artificial intelligence stores and recalls memories. This network, called a quantum optical spin glass,...

 Automotive coolant level sensors: Fundamentals to stay cool  - Vehicle engines churn out enormous heat, and without coolant level sensors, the consequences are catastrophic. The post Automotive coolant level sensors: Fundamentals to stay cool appeared first on EDN .

 Ed’s Vulture Fund  - My Vulture Fund for buying distressed AI assets is growing nicely, Ed confides to his diary. My assumptions are that, in an AI bust, pure-play AI companies like OpenAI and […] The post Ed’s Vulture Fund appeared first on Electronics Weekly .