lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 Semi. Fabs and Clean Rooms
5½h ago: Recent posts show AI-driven fab and cleanroom expansions accelerating, with Micron investing $10B in a new AI Memory Research Lab in Boise. Samsung raising 4nm/5nm prices up to 15% due to tight capacity. HBM shortages driven by larger die sizes and stagnant wafer capacity. Fujifilm tripling post-CMP cleaner capacity. Talent shortages hitting fabs for process engineers and technicians.

42m: Prediction: Taiwan Semiconductor Stock Will Reach a Fresh High Before 2026 Ends

62m: Wall Street ends on a mixed note as Dow gains despite semiconductor slump

70m: Micron Technology dips 6% amid semiconductor selloff (MU:NASDAQ)

74m: Semiconductor Stocks Pressure the S&P 500

77m: Antiscalant for Reverse Osmosis Market to Reach 170 Index by 2035 on Semiconductor Fab Expansion

88m: Mastercard Jumps 2.7% as Investors Abandon Semiconductor Risk

99m: AI data center spending drives growth in semiconductor market

1¾h: Silicone Antifoams for Water Treatment Market to Reach 178 Index by 2035 on Semiconductor Fab Expansion

2h: Physicists Discover Time Crystals Can Communicate Across a Semiconductor

2¼h: Alphabet Gains While Semiconductor Stocks Collapse

2½h: New low-resistance contacts pave way for improved gallium nitride semiconductor devices

3½h: Low-resistance contacts pave way for better GaN chips

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

5h: Tower Semiconductor slips as investors digest a recent rally and broader foundry weakness

5¼h: Micron Opens New Boise Training Center to Expand Semiconductor Workforce Pipeline and Apprenticeships

5½h: Micron Opens State-of-the-Art Training Center in Boise to Strengthen America’s Semiconductor Workforce

5½h: Micron's Boise center has up to 20 chipmaking machines for training

5½h: Fabric Ventilation Ducting Market Growth to 2035 Driven by Semiconductor Cleanroom Demand - News and Statistics

5½h: Goldman Sachs Raises Semiconductor Equipment Outlook, Names Top Stocks

5¾h: Why Taiwan Semiconductor Manufacturing (TSM) Stock Is Down Today

6h: Wolfspeed reports Q4 2026 results

6h: STMicroelectronics and NUS launch Corporate Lab to power the future of Edge AI in Singapore

6h: UAlbany Launches New Graduate Certificate in Semiconductor Engineering

6¼h: Ingenic Semiconductor Says Final Offer Price Hk$100.00 Per H Share Under Global Offering

6½h: Aehr Test Systems to Participate in the Jefferies Semiconductor, IT Hardware & Communications Technology Conference on August 25, 2026

6¾h: Semiconductor Stocks Slide Ahead of NVIDIA Earnings: Intel Falls 5%, AMD Slides 4%, Taiwan Semiconductor Slips 3%

7h: Diamond Lapping Plates Market Semiconductor Fab Expansion Fuels Demand Through 2035 - News and Statistics

7¼h: U.S. Lawmaker Criticizes South Korea's Coupang, Semiconductor Promises

7¼h: S&P 500 Index: Lower Yields Bring Relief but Semiconductor Sellers Stay Active

7½h: Unbreakable Shield: Why Taiwan’s Chip Expertise Cannot Be Cloned

7½h: Semiconductor stocks drag S&P 500, Nasdaq lower: AlphaCheck

7½h: Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom?

7½h: Infineon acquires C2i Semiconductors to expand its innovation capabilities in AI data center power management solutions

7¾h: Particulate Refrigerant Filters Market Semiconductor Fab Expansion to Drive Premium Filter Demand Through 2035

7¾h: ON Semiconductor (ON) Could Be 35% Undervalued On Silicon Carbide And AI Data Center Growth

7¾h: Qnity Names Ken Rizvi CFO As Semiconductor Veteran Brings 25+ Years Of Finance Experience

8h: Cantor Fitzgerald Just Named This Chip Giant Its Top Semiconductor Pick

8h: Amine Phosphate Inhibitors Market Growth to 2035 Driven by Semiconductor Sector - News and Statistics

8½h: Infineon acquires Bangalore-based C2i Semiconductors

8½h: Zirconia Alumina Abrasive Market Semiconductor Demand Drives 5.1% CAGR to 2035 - News and Statistics

 This Grain-of-Rice-Sized “Rainbow” Chip Could Transform 6G Communications  - A tiny chip that produces a precisely organized “rainbow” of light could help enable faster, higher-capacity 6G communications and more precise timing for quantum technologies. A microchip about the size of a grain of rice can generate a carefully ordered spectrum of light and convert it into multiple...

 Welcome to the era of trustworthy AI for IC signoff and manufacturing  - By combining deterministic engines with explainable AI, the industry can accelerate signoff, improve manufacturing outcomes and give engineering teams greater confidence in every decision from design through production. The post Welcome to the era of trustworthy AI for IC signoff and manufacturing appeared...

 A silicon carbide transistor that operates at 600°C  - For more than two decades, silicon carbide (SiC) has been promoted as the key to developing extreme-environment electronics. Yet despite its promise, the field has remained stuck at the stage of basic research, failing to ...

 Hot Chips 2026: Tuning into Memory Vibes  - Micron, Samsung, SK Hynix.

 President expected to meet with Samsung chief to discuss the country’s ‘three megaprojects’  - President expected to meet with Samsung chief to discuss the country’s ‘three megaprojects’ The meeting would come days after Lee Jae Myung met with SK Group’s chairman, with talks with Hyundai Motor Group's chair likely as well. 8/24/2026 - 05:55 AM

 The evaluation problem: how to avoid knowledge debt  - Jan Bosch addresses a major challenge put to his claim that as AI gets good at generating software, the durable artifact stops being code and becomes contract-and-evaluation.

 [News] NVIDIA Reportedly Eyes More Than 15% Price Hikes for Vera Rubin, Grace Blackwell Servers in Early 2027  - NVIDIA is reportedly moving to raise prices across its AI server ecosystem. According to Bloomberg, sources say prices for servers powered by NVIDIA’s AI chips will increase by more than 15% for some of its biggest customers. The hikes will apply to systems shipped early next year, including those......

 Reducing EUV Exposure Dose Through Underlayer Engineering  - Extreme-ultraviolet lithography is essential for manufacturing advanced semiconductor devices, but its continued scaling presents a difficult materials problem. Photoresists must simultaneously provide high resolution, low exposure dose, limited line-edge or linewidth roughness, and extremely low defectivity....

 《產業分析》沒跟著記憶體大循環?記憶體封測2027市況恐分岔走(2-1)  - 【時報記者葉時安台北報導】台灣記憶體封測族群跟隨記憶體超級循環,營運上半 表現亮眼,主因受惠成熟記憶體缺貨,原廠獲利改善,封測需求升溫;然而,記憶體價格的過度飆漲,亦引發消費性終端需求疲弱、模組通路拉貨放緩的雙面刃效應。面對市場的冰火兩重天,各大封測廠積極透過高階先進封裝(3D...

 GE Vernova: The Company that sells electricity's Picks & Shovels  - The company has exposure to all facets of energy build across the globe. Coincidentally, we are in one of the greatest energy demand human mankind has ever seen. Does this make them a buy?

 Don't spend all the semiconductor tax windfall  - Don't spend all the semiconductor tax windfall Korea's semiconductor tax windfall should build long-term resilience, not fuel unchecked spending and fiscal-policy conflict. 8/23/2026 - 11:01 AM Opinion Desk

 When Time Stops Being Money: How AI Could Rewrite the Economics of Work  - Original Article By SemiVision Research [Reading time: 6 mins]

 Silicon photonics and co-packaged optics: what is inside the box?  - Intel 2017 CWDM silicon photonics transceiver, photo taken by @sokol_cc I believe I have convinced at least a dozen ish people to buy this intel transc...

 🌘 Americas 
🇺🇸  ---  🌑

↺5d Wolfspeed,-67% miss 🔴

↺5¼d Analog Devices3.6% beat 🟢

3h: Nvidia Signed a $1.5 Billion Deal With This Chip Stock. Then the Stock Crashed 25%

3¼h: Teradyne, Lumentum Back On Analysts' Earnings Radar, With Two More Stocks On Watch

3¾h: Where Will Nvidia Stock Be in 5 Years?

4h: SA analyst upgrades\/downgrades: META, ACN, DELL, MU

4¾h: 3 Reasons Why Growth Investors Shouldn't Overlook Analog Devices (ADI)

5½h: Micron Opens State-of-the-Art Training Center in Boise to Strengthen America’s Semiconductor Workforce

5½h: Analysts See Nearly 40% Gains In Nancy Pelosi's Latest Stock Buys

5¾h: Marvell, Micron, SpaceX, XPeng, Tesla, Moderna, and More Stocks That Explain Today’s Market

6h: Memory Stocks Slide on Report Apple May Source Chinese Chips: SanDisk Down 9%, Micron and Western Digital Down 7%

6h: Midday Need to Know: Treasury buybacks, Philip Morris deal & more

6½h: Spirit Electronics Adds Texas Instruments and Microchip Technology Space-Grade Components to Online Store Ahead of SmallSat 2026

6¾h: Micron's Big AI Test Is Coming This Week

7h: Marvell’s $120 Billion Google Deal Changes Everything Ahead of Earnings

7h: Why Micron Stock Dropped This Morning

7¼h: NVIDIA's Q2 Earnings: AI Data Center Chip Demand to Aid Revenue Growth

7¼h: Will Strong ATM Momentum Continue to Fuel ASX's Margin Growth?

7½h: Nvidia earnings may come down to guidance and Jensen Huang's confidence

8h: Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%

8¼h: Micron’s CEO Says Memory Is No Longer a Commodity, and He Is Betting $10 Billion On It

8¼h: Analyst calls MU, SNDK pre-market drop on CXMT Apple report an overreaction

 Hot Chips 2026: SK hynix pushes hybrid bonding HBM5 as AI memory hits 775-micron ceiling — firm extends MR-MUF through Nvidia Rubin  - The problem, per SK, is that HBM cubes are capped at a total thickness of 775 microns, the standard thickness of a 300mm logic wafer.

 US-China AI Models: Sovereignty in Switching Flexibility  - While the U.S. restricted semiconductor exports to China, Chinese firms maximized efficiency with limited computing resources, and their models spread faster.

 U.S. Foreign Affairs Chairman Criticizes South Korea Over Coupang, Semiconductors

 Model Lee Hyun showcases slender figure during Gangneung trip

 Model Lee Hyun Shares Gangneung Photos, Showcases Stunning Physique

 Momenta, XHEART and QNX build mass-production AD platform to meet global safety rules

 IFA 2026 Broadens Scope to Include AI, Robots, Mobility Technologies

 IFA 2026 pivots to AI, robots, mobility as lifestyle tech show opens Sept. 4

 Nvidia Considers Investment in Perplexity Amid Valuation Surge

 Yongin Mayor Lee Wins Manifesto Promise Award

 SK Hynix Executives Inspect Gwangju Military Airport Site for Semiconductor Cluster

 SK hynix advances Honam chip cluster with Gwangju site review and infra talks

 Momenta, QNX, XHEART Develop Safety-Certified Autonomous Platform

 South Korea's 800 Trillion Won 'Super Budget' Sparks Inflation Fears

 South Korea plans super budget as BOK tightens, stoking inflation risks

 Chey Chang-won's Role Questioned Amid SK Gas Losses, AI Shift

 Chey Tae-won shifts SK toward AI expansion as Choi Chang-won faces exit talk

 Chipflation Drives Silicon Wafer Price Surge Across Sizes

 Korean Air Launches Daily Flights on Incheon-Hiroshima Route

 Korean Air adds daily Incheon–Hiroshima flights to tap Japan demand

 Fadu Forecasts SSD Role Segmentation in AI Data Centers

 Fadu expands AI data center push with next-gen SSD controllers in Korea

 High U.S. rates steer Korea stocks to Samsung Electronics, SK hynix

 NVIDIA Earnings Test AI Stocks Amid Market Skepticism

 Samsung, SK Hynix Returns Trail U.S. Rivals

 Anthropic, OpenAI IPOs May Absorb Liquidity, Intensify AI Capital Competition

 Anthropic, OpenAI IPO plans squeeze liquidity, boost AI capital battle; Korea contrasts

 NOVOSENSE × Yole Group: global magnetic sensor market set to reach USD 4.3 Billion — Exploring technology evolution and application opportunities  - The global magnetic sensor market is expected to expand by approximately USD 1 billion over the next six years. According to…

 The State of the Hybrid Semiconductor Companies  - Is the AI business killing succession planning?

 Aviva Fund Manager Urges Stock Diversification If Yields Hit 5%  - A push in the US 10-year Treasury yield to 5% should prompt stock investors to diversify concentrated positions, according to Richard Saldanha, global equity fund manager at Aviva Investors.

 TP-Link’s Tapo P125: A smart plug with an Apple HomeKit vibe  - Does added Apple smart home protocol support necessitate hardware augmentation and upgrade, or do firmware-delivered feature updates suffice? The post TP-Link’s Tapo P125: A smart plug with an Apple HomeKit vibe appeared first on EDN .

 파두, 'OCP 코리아 테크데이'서 AIDC 스토리지 비전 공개  - 데이터센터 반도체 기업 파두가 '2026 OCP 코리아 테크 데이'에서 인공지능(AI) 데이터센터에 최적화한 차세대 스토리지 기술과 제품 포트폴리오를 선보였다. 파두는 지난 2...

 Nvidia’s Inference Pivot Reaches Rebellions in Korea  - Nvidia is reportedly in talks with Korean inference upstart Rebellions about a technical partnership, investment, or acquisition. The post Nvidia’s Inference Pivot Reaches Rebellions in Korea appeared first on EE Times .

 Multi-Die Assemblies Dominate At 2nm And Below  - Chips are getting bigger, more modular, and much more capable as new innovations mix with existing processes and long-researched projects go mainstream. The post Multi-Die Assemblies Dominate At 2nm And Below appeared first on Semiconductor Engineering .

 This week’s outside five sigma (#113)  - Silicon Interposer with THz Waveguides

 Rapidus 2nm ramp stays on track as Japan readies JPY150 billion investment  - Rapidus' plan to begin volume production of 2nm chips in the second half of FY2027 remains on schedule, with rising demand from AI chips and data centers providing a stronger-than-expected tailwind, CEO Atsuyoshi Koike told Reuters.

 ASE's Huang urges AI profits to fund R&D for CPO, PLP

 Taiwan semiconductor materials team up to build local supply chain

 Interview: Inside Foxconn's playbook for the sovereign AI data center race

 Taiwan speeds chip materials push with consumables, ITRI says

 Shanghai accepts YMTC's STAR Market listing application

 SEMI launches alliance to ride semiconductor materials boom

 AI chip roadmaps force faster changes in data-center design, Cadence says

 Nvidia server prices to rise up to 17% as memory costs climb

 Notebook brands shift production back to China as Southeast Asia costs rise

 Commentary: Robots go to work— highlight of the five robotic trends at WRC 2026

 Fujifilm opens new post-CMP cleaner plant at Oita to meet AI chip demand

 Analysis: SK Hynix pushes beyond HBM with HBF and CPO

 Taiwan semiconductor materials hit golden opportunity

 SK Hynix charts advanced HBM packaging path: hybrid bonding, Intel EMIB and 3D integration

 Nvidia reportedly weighs Perplexity investment as AI strategy expands beyond chips

 Taiwan lifts 2027 tech budget, studies new TTA site in BSTP

 India roundup: India's chip push moves beyond fabs as yield, supply chains and new technology become the next test

 AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26

 AI compute race heads toward space as MediaTek executive says 1 million H100s will be mid-tier by 2030

 AMRA expands robot testing standard to cover legged systems

 AI accelerator shipments are set to turn advanced packaging into the next battleground: Counterpoint

 Taiwan's 'invisible champions' in chip materials are about to become visible, says GlobalWafers' Doris Hsu

 Alibaba plans HKD80 billion share placement to fund AI expansion

 AI packaging demand exposes supply-chain gaps for Taiwan materials makers

 India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme

 MIT study finds AI image attribution weakens as training data grows

 Half of GenAI projects stall at PoC as data gaps widen

 Weekly news roundup: Google diversifies custom chips, TSMC share falls, SK Hynix deepens HBM co-design

 Jeilin shifts upmarket as high-end image SoCs drive margins higher

 Robots shift from POC to ROI as logistics, manufacturing lead

 India-based Raana Semiconductors in talks to raise US$10.4 million Series A for crystal-growth expansion

 Korea plans 820 trillion won 'super budget' focused on AI and youth  - Korea plans 820 trillion won 'super budget' focused on AI and youth The government plans more than 820 trillion won in 2027 spending, funded by semiconductor-driven tax gains and focused on AI, regional growth and family support. 8/24/2026 - 12:49 AM News Team

 Hot Chips 2026: Samsung and HBM Base Die Opportunities ...  - Machine learning applications demand ever more memory capacity and bandwidth. Samsung responded by fabricating their HBM base dies on a logic node, which opens up more opportunities ...

 Samsung, SK hynix pour fresh investment into aging China factories despite U.S. curbs  - Samsung, SK hynix pour fresh investment into aging China factories despite U.S. curbs The two Korean chip giants are expanding legacy-memory output in China as AI demand boosts profits despite tighter U.S. equipment restrictions. 8/23/2026 - 04:00 PM LEE JAE-LIM

 Austrian mountain town finds niche in AI boom  - Nestled in the wooded hills of Austria's Styria region, the town of Leoben oozes tradition with its pastel-colored buildings and quaint central square boasting a 13th-century church.

 BOK expected to raise 2026 growth outlook to over 3%  - BOK expected to raise 2026 growth outlook to over 3% Economists expect the Bank of Korea to lift its growth forecast for this year due to increasing semiconductor exports and domestic demand. 8/23/2026 - 12:02 AM

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

↺4½d JCET Group36% beat 🟢

 Insta360 Antigravity A1 8K 360 Drone (DE001) Deep Dive Teardown  - The Insta360 Antigravity A1 8K 360 Drone is a drone purchased from the European market. The Insta360 Antigravity A1 is a sub-250 g consumer drone built around a dual-lens 8K 360° imaging system that captures fully spherical video for post-flight reframing. It uses 1/1.28²-class sensors and computational...

 New low-resistance contacts pave way for improved gallium nitride semiconductor devices  - Semiconductor devices such as LEDs and transistors generally consist of two halves: an n-type, which carries negative charge via electrons, and a p-type, which moves positive charge carriers called holes that are essentially ...

 Synopsys Cloud at DAC 2026  - Cloud-based EDA has been around for awhile now, so at #DAC2026 I met with Vikram Bhatia, Executive Director of Synopsys Cloud to see what’s new with their offering. His background includes stints at Sun, IBM, Microsoft, HP, Oracle and NetApp. The Synopsys Cloud FlexEDA lets designs teams run their EDA...

 Intel Outlines Architectures for Agentic AI at Hot Chips 2026  - Diamond Rapids, Crescent Island and Wildcat Lake demonstrate how Intel is scaling Agentic AI from the rack to the edge.

 AMD and Secihti team on Mexico AI talent push  - Mexico’s Ministry of Science, Humanities, Technology and Innovation (Secihti) has signed a memorandum of understanding with AMD to expand…

 [News] Xiaomi Unveils 3nm XRING O3, Reportedly First Mobile Chip to Support LPDDR6; Debuts on Xiaomi 18 Fold  - Xiaomi has unveiled the long-awaited XRINGO3 on August 24. According to EE Times China and IT Home, the 3nm chip is the world’s first mobile processor to support LPDDR6, delivering speeds of up to 10,667Mbps and memory bandwidth of 113.8GB/s, a 48% increase over the XRING O1. Jiemien News adds ...

 Clas-SiC Wafer Fab gets Scottish Enterprise Capital Grant  - Clas-SiC Wafer Fab, the Scottish compound semiconductor startup, has been awarded £1.9 million under Scottish Enterprise’s Capital Grant scheme. “This investment is important as it helps accelerate our next generation […] The post Clas-SiC Wafer Fab gets Scottish Enterprise Capital Grant appeared...

 Can China’s flash memory giant YMTC smash Shanghai Star Market IPO records?  - IPO funds to fuel YMTC parent CCSH’s expansion, with nearly US$5 billion set aside to boost chipmaking capacity and accelerate R&D

 EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt  - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets. Analog Devices (ADI) & The Data Center Wave: ADI reports a strong quarter, driven by a doubling of its...

 AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?  - $3 Million USD dataset open sourced, 1 Mil+ Context Length, Multiturn, Sub Agents 95%+ KVCache HitRate, GB300 NVL72, MI3…

 崇越科技參展SEMICON Taiwan 展現先進封裝散熱、CPO與節能設備整合實力  - 半導體關鍵材料整合服務領導廠商─崇越科技(5434)盛大參與「SEMICON Taiwan 2026國際半導體展」。面對AI與高效能運算(HPC)浪潮帶動的晶片熱功耗與傳輸瓶頸挑戰,今 特別打造「先進封裝與散熱」及「矽光子共封裝光學」模型,呈現高效散熱介面材料、微流道冷卻、先進封裝載板、到奈米壓印光學元件的解決方案,並同步展示多款減碳節能設備,展現深厚的半導體供應鏈整合實力與永續佈局。...

 The New Artillery Shell Factory is a Dud  - \u201CIt was just a bunch of guys taking turns going at the machine with a sledgehammer every night.\u201D

 CEO Interview with Sumeet Kumar of Innatera  - Dr. Sumeet Kumar is CEO of Innatera , the pioneering Dutch neuromorphic processor company. Dr. Kumar was previously with Intel and Indrion Technologies, and has spent his career in microprocessor development. He co-founded Innatera in 2018 as a spin off from the Delft University of Technology.

 2026 OCP APAC: Full Conference Report  - State of copper, optics, XPO and power delivery systems