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 Q1 2026 Consolidated Holdings and Performance  - Twas the night before possible ground invasion...

 Microchip’s SAM9X75D5M hybrid MCU SiP targets automotive HMIs  - Microchip’s AEC-Q100 Grade 2-qualified, SAM9X75D5M System-in-Package (SiP) addresses growing demand for Human-Machine Interfaces (HMIs) in automotive and e-mobility applications. Supporting sophisticated graphics and large display sizes (up to 10 inches with XGA resolution, 1024 × 768), the hybrid...

 LM555 begets basic bang bang thermostat  - An LM555 timer paired with an NTC thermistor makes a simple, configurable ON/OFF thermostat for heating or cooling. The post LM555 begets basic bang bang thermostat appeared first on EDN .

 UCIe Manageability: The Hidden Control Plane of Chiplet Systems  - Chiplet-based architectures are quickly becoming the foundation of next-generation…

 [News] China’s DDR5 Price Drop Driven by Secondary-Market Modules; Impact Confined to Niche Channel  - The recent DDR5 price correction in China’s retail market has triggered heated debate, with Calian Press reporting sharp spot-price declines of around 30% in Shenzhen’s Huaqiangbei Electronics Market, a key electronics trading hub. However, industry sources suggest the prices quoted by retailers......

 Embracing AI with Claude's C Compiler ...  - Down with the old! In with the new! ...

 CapEx Up for Foundry, Memory  - Semiconductor Intelligence estimates total semiconductor industry capital spending (CapEx) was $166 billion in 2025, up 7% from 2024. We estimate 2026 CapEx will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2025 with $40.9 billion in CapEx, 25% of the total. TSMC projects 2026 CapEx…...

 Causal Inference for AMS Design (U. of Florida)  - A new technical paper, “Causal AI For AMS Circuit Design: Interpretable Parameter Effects Analysis,” was published by the University of Florida. Abstract “Analog-mixed-signal (AMS) circuits are highly non-linear and operate on continuous real-world signals, making them far more difficult to model...

 A fully floating BJT-based LED current driver  - Combining a VBE-referenced current source with a current mirror to implement a simple two-terminal, fully floating LED current sink or source The post A fully floating BJT-based LED current driver appeared first on EDN .

 The Chip Insider®– The Iran War’s Helium disconnect: Impactful or nothing burger?  - One of the big problems for the semiconductor industry emerging out of the Iran War is the inability to get Helium through the Strait of Hormuz… The strategic question is, how impactful is Qatar’s helium disconnection from the world likely to be on semiconductor sales this year?

 At Element Six we believe it is our duty to do our part to preserve an earth worth living on  - [SUSTAINABILITY NEWS ITEM] Sustainable innovation. Integrated processes. Responsible culture.

 Secure your seat at the Women Leaders In Electronics Awards 2026  - The date is fast approaching for the Women Leaders In Electronics Awards 2026 in central London: Wednesday 29 April, at One Moorgate Place. It’s time to secure your seat at the event that recognises and showcases women’s work and impact in the electronics industry! As well as the awards themselves,...

 Chip Industry Technical Paper Roundup: Mar. 31  - Monolithic 3D DRAM; edge, in-sensor AI processors; TMDC-based transistors; DRAM read disturbance threshold; replay-based validation for chiplets; LLM-specific algorithmic attacks; noise in tellurium transistors; FMEDA safety metrics; HW reverse engineering; slowdowns in multi-GPU LLM inference. The post...

 Memory-makers’ shares are down. Some RAM prices have eased. Blaming Google is not a good idea  - Chocolate Factory boffins have found a way to reduce AI’s memory use, but don’t assume that means less demand for DRAM

 Simulations of Silicon Spin Qubits Based on a GAAFET (Teikyo U., Riken)  - A new technical paper, “Device/circuit simulations of silicon spin qubits based on a gate-all-around transistor,” was published by Teikyo University and RIKEN. Abstract We theoretically investigated the readout process of a spin–qubit structure based on a gate-all-around (GAA) transistor. Our study...

 US PC shipments to fall 13% as memory and storage crunch hits budget systems  - Omdia says education, consumer, commercial, and public sector demand will weaken through 2026

 This week’s outside five sigma (#92)  - Alumina UV piezo-optomechanical modulators

 Your Top Questions About Carbon Trust Assurance for EcoInsights Answered  - TechInsights recently hosted a live webinar with Carbon Trust experts to discuss the addition of third-party assurance to the EcoInsights platform — a milestone that marks a new standard for credibility in semiconductor product carbon footprint (PCF) reporting. The session drew a range of questions...

 Just $151 for 32GB of Corsair Vengeance DDR5-6400 RAM when bundled with Intel's new 270K-Plus and Z890-E motherboard — start your Arrow Lake refresh build for less than $800  - 32GB of Corsair Vengeance DDR5-6400 RAM bundled with Intel's new 270K-Plus CPU and Asus' ROG Strix Z890-E motherboard for less than $800.

 Evaluating Memory Hog Cycles in the AI Era  - Why AI demand adds a structural floor that transforms the typical memory cycle into a strong demand signal that is here to stay.

 UK Semiconductor Centre appoints two new directors  - Martin O’Sullivan (investment) and Steve Taylor (strategic marketing) to help grow UK industry

 AI server farms heat up the neighborhood for miles around, paper finds  - Researchers say localized warming can extend well past site edges, raising concerns about community impact

 AI Compute Demand Drives 44% YoY Growth for Top 10 Global Fabless IC Firms in 2025, Says TrendForce  - Continued investment in AI infrastructure by major CSPs, including purchases of GPUs and deployment of in-house ASICs, has driven strong growth among AI-related chip designers, according to TrendForce’s latest findings.

 [News] JEDEC Reportedly Plans to Relax HBM Height Specs to ~900µm, Potentially Slowing Hybrid Bonding Adoption  - Please note that this article cites information from Chosun Ilbo, Newsis, News Tomato, and The Elec. JEDEC is reportedly considering relaxing standards governing next-generation HBM. According to Chosun Ilbo, sources indicate that JEDEC (Joint Electron Device Engineering Council) is weighing a ...

 Toshiba’s TPHR6704RL targets industrial switched-mode power supplies  - Toshiba’s TPHR6704RL is a 40V, 0.67mΩ N-channel MOSFET aiming yo to improve efficiency for industrial power supplies. It uses U-MOS11-H technology, highlights Toshiba, to deliver ultra-low on-resistance, fast switching and improved EMI performance in switched-mode power supplies. For example, by minimising...

 High-Performance Ultra-Low-Power AI MCUs Running at Only 0.3V (Eeek!)  - When I was 10 years old, my parents decided I was old enough and responsible enough to catch the bus to school (silly parents). This was in England in the 1960s. We didn’t have dedicated school buses (unlike the bodacious yellow beauties in America); instead, we used standard buses with regular passengers...

 Marvell Recognized in Singapore Top 300 Index  - Marvell was named as one of the top 300 companies in Singapore . This honor recognizes Marvell as a distinguished global company and desirable workplace for local talent to grow their careers. The Singapore Opportunity Index (SOI) is a national, government backed program that evaluates about 1,500 employers...

 Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology  - Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in the next-generation semiconductor market.

 Unlocking the Power of Wi-Fi 6E Through NXP’s Latest IW623 and IW693 with Module Partners  - Wi‑Fi 6E adds the 6 GHz band to reduce congestion and boost performance, while Wi‑Fi 6 ensures broad compatibility and support for existing devices.

 Cadence Brings Chip Verification to the Next Level with AI Agents  - By Karl Freund of Cambrian-AI Research , sponsored by Cadence Introduction The…

 New Report | Batteries for Construction, Agriculture & Mining Machines  - IDTechEx's new report "Batteries for Construction, Agriculture, & Mining Machines 2026-2036: Technologies, Players, Forecasts" provides a deep-dive into the fast-growing markets for electric machinery in the off-highway industries of construction, agriculture, and mining. This includes critical insights...

 [News] Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with TSMC  - Please note that this article cites information from Nikkei XTech, Economic Daily News, and Yomiuri Shimbun. Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is aiming to narrow its technology gap with TSMC t...

 Why Does Clearwater Forest Have Two PCBs?  - Intel's Clearwater Forest CPU line has a rather unique feature, it is mounted to two PCBs. Read more ▶ The post Why Does Clearwater Forest Have Two PCBs? appeared first on Semiaccurate .

 An Arm in Every Pie  - Except the Most Delicious

 Nvidia Wins MLPerf AI Inference Benchmarks While Google Is a No-Show Again  - On Wednesday, MLCommons revealed the latest data for its industry-standard AI benchmark, MLPerf Inference v6.0. Nvidia once again dominated, setting new performance throughput records.

 Navigating the Landscape of Direct Lithium Extraction Technologies  - Direct lithium extraction (DLE) technologies will be critical in achieving fast, efficient, and sustainable lithium production in order to meet battery demand. This article highlights the different types of DLE technology, how they compare to each other, and which technologies are anticipated to see greater...

 Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8  - Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process technologies.

 Metallium announces off-take agreement with Indium Corp for critical & precious metals including gallium and germanium  - Flash Metals USA subsidiary to supply Indium Corp for initial 10 year period, plus automatic five-year renewals

 Arm Makes Chips!  - Is Arm getting its hands on its customers' business?

 Unraveling DRAM SAQP Process Complexity with Monte Carlo Virtual Fabrication  - In DRAM SAQP, small process variations can compound into pitch walk and, with LER, create line-bridge defects. Monte Carlo virtual fabrication reveals these interactions to tighten process windows and reduce wafer experimentation.

 Latest issue of Semiconductor Today now available  - For coverage of all the key business and technology developments in compound semiconductors and advanced silicon materials and devices over the last month

 Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale  - The first quarter of 2026 has marked a decisive shift in how Taiwan's semiconductor equipment sector is valued. While February's accumulated revenue rankings continue to reflect the operational momentum of the early AI upcycle, capital market performance through March suggests that investors are no longer...

 AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements  - Conventional DRAM contract prices expected to rise 58–63% QoQ in 2Q26; NAND Flash contract prices up 70–75% QoQ. DRAM suppliers keep reallocating capacity toward server-related applications. Despite downside risks in certain end-market. demand, overall supply remains tight, and prices continue to...

 [News] Kioxia Reportedly Exits 2D NAND Market, Phasing Out Floating Gate and BiCS FLASH Gen 3 in 2028  - Please note that this article cites information from TechNews and The Elec. Shortly after its earlier announcement to discontinue thin small-outline package (TSOP) products in late May, Kioxia China, according to TechNews, issued another end-of-life notice to customers on March 31, stating that it......

 Developments in SRG Diffractive Waveguides for AI Glasses  - 2026 is an exciting time for smart glasses, with several products expected to be launched from big tech players later this year, which will follow Meta's release of the Ray-Ban Display launched in September 2025. The optics required to give AI smart glasses augmented reality (AR) capabilities are called...

 [News] Silai Semicon Achieves Scaled Delivery of 12-Inch SiC Laser Lift-Off Production Systems  - Recently, Silai Semicon has completed the delivery of its third batch of mass-production laser lift-off (LLO) systems compatible with 12-inch silicon carbide (SiC) substrates. The company’s core R&D team originates from the laser science discipline at Huazhong University of Science and Tech...

 DeepSeek Part Two: Why AI Skeptics Are Wrong. 10 Stocks That Will Win.  - The market feels eerily similar to last year's panic over Trump's tariffs and the misplaced worries about DeepSeek.

 SmartRay ECCO X 050G 3D laser scanning sensor for reflective surfaces  - SmartRay is extending its ECCO X sensor range, for 3D laser scanning, with a model featuring 3D scanning for highly reflective surfaces, the ECCO X 050G sensor. ECCO X 050G For automated optical inspection, it has the capability to measure shiny, reflective, and transparent surfaces such as glass. For...

 Warwick- and Southampton-led UK project to develop electro-deposition of transition-metal dichalcogenides  - EPSRC-funded £10.4m EXPRESS program to grow TMDCs directly within 3D electronic structures

 China's chip equipment and supply chain scale up on AI demand, look overseas  - SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.

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