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 🌑 Americas 
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 Inside Architect Labs’ Two-Week Chip Design  - Architect Labs says its AI can drag custom chip design from years to weeks with Redwood. The post Inside Architect Labs’ Two-Week Chip Design appeared first on EE Times .

 AI fight shadows final preparations for Xi Jinping’s White House visit to meet Donald Trump  - Chinese side is said to view US requests as limiting both harmful outcomes from AI and Beijing’s ability to develop its own capabilities

 台灣矽盾正在變形!美企加碼AI供應鏈 下一波受惠股藏在哪?  - 如果台海地緣政治風險升高,美國又拚命把半導體產能搬回本土,你會不會直覺認為,美國企業接下來應該慢慢撤出台灣? 大部分人的答案應該是會。但2026 的資本流向,偏偏走出相反的路。美光大幅增資台灣子公司、收購力積電銅鑼P5廠;NVIDIA砸35億美元認購聯發科可轉債;Google擴大士林AI基礎建設研發中心;Microsoft增資台灣微軟約86億元;Lam...

 CVD Equipment no longer pursuing new system orders  - Firm halves workforce as it transitions to spare parts, quartz and services business

 Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses?  - The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet…

 Fabships Aim to Exploit ‘Free’ Space Vacuum for Compound Semiconductor Substrates  - Space is the next frontier for semiconductor manufacturing, as startup Besxar, founded by an ex-OpenAI technical director, completed its first SpaceX flight and recovered wafer samples without contamination. The post Fabships Aim to Exploit ‘Free’ Space Vacuum for Compound Semiconductor Substrates...

 What Is Intel’s Diamond Rapids Server CPU?  - At Hot Chips 2026, Intel finally detailed the architecture of their upcoming server CPU code named Diamond Rapids. Read more ▶ The post What Is Intel’s Diamond Rapids Server CPU? appeared first on Semiaccurate .

 Insight: More Models but Fewer Winners, Chinese NEV Proliferation Collides with Global Consolidation  - This report analyses the latest additions to the TechInsights EV/HEV Technologies Supply and Fitment Database, highlighting a widening of the strategic divide in electrified vehicle markets. Chinese automakers continue to frequently launch new brands, models, and variants as competition intensifies and...

 Higher prices can't crimp server sales as AI drives demand  - Shipments rise with enterprise and government buyers joining the hyperscaler spending spree

 CRA Reporting Starts Today: How NXP's PSIRT Supports Vulnerability Response  - Learn how NXP's PSIRT supports CRA vulnerability reporting, incident response and customer communication as new EU Cyber Resilience Act obligations take effect.

 Quantinuum, PsiQuantum, GlobalFoundries, Secure $575M in Funding: Week in Brief: 9/11/26  - Infleqtion and Cisco are collaborating to pursue joint research and development focused on connecting, operating, and scaling quantum systems. The collaboration brings together Infleqtion’s neutral-atom quantum computers and sensors with Cisco’s networking stack to accelerate scalable, distributed...

 Top 10 Global Fabless IC Design Houses Post 73% YoY Revenue Growth in 2Q26; AMD Breaks into Top Three, Says TrendForce  - According to TrendForce’s latest IC design industry research, expanding AI applications continued to drive demand for GPUs, CPUs, ASICs, and interconnect products. Consequently, combined revenue of the world’s top 10 fabless IC design companies surged 73% YoY to more than US$141.45 billion in 2Q26....

 Physics-Informed Sequential Reconstruction of Scanning Probe Microscopy Images with Calibrated Uncertainty  - Scanning probe microscopy (SPM) has become a mainstay of materials science, condensed matter physics, nanotechnology, biology, and semiconductor metrology. An SPM image, however, is acquired sequentially as the probe traverses the surface under closed-loop feedback while thermal drift, feedback dynamics,...

 Exports up 83% in September on chips  - Exports up 83% in September on chips Korea’s exports surged nearly 83 percent on year in the first 10 days of September, driven primarily by semiconductor shipments influenced by the AI boom. 9/10/2026 - 08:54 PM

 Analog to acquire Alif for $1.3B in physical AI bid  - Chip companies are buying up or consolidating efforts to own the physical AI space, from sensing to decisions and actions.

 Panasonic Industry to showcase relay expertise at Power of Electronics 2026 in Würzburg  - Relay specialists to present elementary insights and latest innovations in electromechanical and MOSFET and hybrid switching technologies

 New Semiconductor Tech Slashes AI Power from the Cloud to the Edge  - I get to hear a lot of things in my self-appointed role as collector, curator, and communicator of technological information. Sometimes things seem too good to be true, causing me to raise a quizzical eyebrow. For example, some companies come to me saying they’ve got a great solution for reducing AI...

 CPO Is Not the Endgame: Tower Bets on 3D Optical Engines and Optical I/O Chiplets  - AI Optical Interconnect Is Reshaping the Specialty Foundry Landscape: From SiGe and Silicon Photonics to 3D Optical I/O, Tower’s Next Step Is More Than Capacity Expansion

 Leankon expands 13.56 MHz NFC antenna portfolio  - Leankon is expanding its Near Field Communication or 13.56 MHz NFC antenna portfolio with nine new products. The parts include the LK18604xx series, pictured. 13.56 MHz NFC antenna Designed to […] The post Leankon expands 13.56 MHz NFC antenna portfolio appeared first on Electronics Weekly .

 Webinar – ChipAgents Shows You How to Break the Timing Closure Bottleneck with AI  - We all know timing closure is one of the most challenging processes in chip design. Extracting actionable insight from massive timing reports, tracing violations back to RTL, and selecting the right fix across complex PPA tradeoffs all require deep expertise. And every change can trigger hours or days...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 From Transistors to AI: The Chiplet Revolution with Ramune Nagisetty  - My podcast guest this week is a powerhouse of the semiconductor industry: Ramune Nagisetty. Ramune, best known for developing the chiplet-based system-in-package architecture concept, joins me this week to discuss her foundational work on chiplet-based system-in-package architectures, the current reality...

 Apple iPhone 18 Memory Costs: DRAM & NAND Price Pressure  - DRAM and NAND prices are rising through the iPhone 18 launch. See what higher memory costs could mean for Apple, AI, BOM costs, and smartphone strategy.

 Technical Report: onsemi AR0827 Exploratory Analysis  - This report presents an Exploratory Device Essentials analysis of the onsemi AR0827AT image sensor, an 8.3 MP, 2.1 µm pixel pitch stacked back-illuminated CMOS image sensor built on onsemi's Hyperlux technology. The device integrates high dynamic range (HDR) and LED flicker mitigation (LFM) capabilities...

 TSMC’s 2026 OIP Forum to Spotlight the Technologies Shaping the Next Era of Chips  - It’s that time of year again. Time certainly flies when AI is chasing you! This year marks the 18th TSMC OIP Ecosystem Forum, and it promises to be bigger and better than ever. My SemiWiki partners, Mike Gianfagna and Kalar Rajendiran , will join me in covering the event live, so stay tuned for all...

 Laser annealing integrates optical isolators directly onto silicon photonics chips without overheating  - Kyocera Corporation and the Research Institute of Electrical Communication (RIEC) at Tohoku University have developed a new technology that integrates optical isolators directly onto silicon photonics chips using laser annealing, ...

 Propolys Validates Key Technology Building Blocks for Tomorrow’s Micro-LED Displays  - The Propolys project, conducted at CEA-Leti between 2021 and 2025, successfully validated several key technology building blocks for the development of full-color micro-LED displays. Supported by Carnot funding, the project will contribute to future augmented reality applications.

 CASCI August Data Points to Boost in AI Production Capacity  - [CASCI] Full tier breakdown shows record growth in sub-sectors of AI compute

 Indian Researchers Look Beyond GPUs to Neuromorphic AI Hardware  - As AI workloads become more computationally demanding, Indian researchers argue that the next advance may come from rethinking computing architecture itself. The post Indian Researchers Look Beyond GPUs to Neuromorphic AI Hardware appeared first on EE Times .

 Chinese Nvidia challenger Enflame jumps 179% in Shanghai market debut  - Tencent-backed 'little dragon' raises $910m; tech stocks' post-IPO slumps draw scrutiny

 BluGlass to Participate in the iAccess Alpha Virtual Best Ideas Fall Investment Conference 2026  - BluGlass Limited (ASX: BLG; OTC: BUGLF), a vertically integrated developer and manufacturer of visible gallium nitride (GaN) lasers, today announced that…

 Taiyo Holdings Launches Next-Generation Semiconductor Packaging Material “FPIM Series”  - Taiyo Holdings Co., Ltd., based in Tokyo, presented a paper on September 10, 2026, at the 11th IEEE Electronics System-Integration Technology Conference (IEEE ESTC 2026), held in Helsinki, Finland, on the "FPIM Series", a next-generation semiconductor-packaging material. The post Taiyo Holdings Launches...

 What is So Hard About Behind-The-Meter Power For Datacenters? Part 1  - Dumb Science Experiments vs. Money Printing Machines…

 CASCI August 2026 Report - Executive First Look  - [CASCI] Full tier breakdown shows record growth in sub-sectors of AI compute

 On Binary Translation and its Consequences ...  - The PC market is one of the toughest areas for a CPU designer to compete in. ...

 Why are Nvidia and Samsung’s P/E ratios falling?  - Why are Nvidia and Samsung’s P/E ratios falling? Fast-rising earnings are pushing valuation multiples lower, but investors must judge whether those profits can endure. 9/10/2026 - 11:01 AM Opinion Desk

 Debugging intermittent Comcast, part 4: Broadband diagnostics  - There’s a lot you can do to boost your WAN’s speeds, as well as minimize its latency. But only if your service provider lets you. The post Debugging intermittent Comcast, part 4: Broadband diagnostics appeared first on EDN .

 The Comms Company Formerly Known as Broad  - AI Business the Hard Way. \ Broadcom takes over as Google lose interest in owning Anthropic infrastructure. Owning Chip IP is a better deal.

 TU Delft to test Lionix’s life-detecting photonic chip in space  - A Dutch photonic sensor designed to detect molecular signatures of life is set for a test in orbit.

 🌑 EMEA 
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 What happened in Goldman Communacopia & Citi’s Global TMT conferences?  - What management teams said at the conferences held between Sept 8 & 10, 2026.

 Heterogeneous Memory Chiplets Accelerate Multi-Request LLM Inference (NUS)  - Researchers at the National University of Singapore published a technical paper titled “CHIPSMORE: Compute-in-Interconnect and -Memory Chiplets for Multi-Mode Multi-Request LLM Inference Acceleration.” Abstract Excerpt: “This paper presents CHIPSMORE, a multi-mode and multi-request LLM inference...

 A Billion Agents Need Somewhere to Run  - Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.

 iPhone 18 Storage Pricing: Apple's New $1,200 Upgrade  - Apple changed iPhone 18 storage pricing with escalating $200, $400 and $600 upgrades. TechInsights examines what it could mean for margins and buyers.

 Semiconductor Contract Departments Attract Record 5,992 Applicants, 19% Jump  - The number of applicants for early admission to semiconductor contract departments at major universities has reached a record high, influenced by the semiconductor industry’s boom affecting college admissions

 Intel’s StrongARM commitment looking wobbly  - 28 years ago Intel’s commitment to making Arm processors was looking wobbly. The ‘x86 everywhere’ concept could have cost the company dearly. In March 1998, EW reported: Intel’s commitment to […] The post Intel’s StrongARM commitment looking wobbly appeared first on Electronics Weekly .

 Besxar completes inaugural flight with SpaceX  - Semi-permeable canister maintained clean environmental conditions from launch to landing

 You just Inherited a Simulink model you have never seen before. Now what?  - Here is a three-step pattern for working with an inherited model: generate an overview, drill down into subsystems, and perform a targeted search. The post You just Inherited a Simulink model you have never seen before. Now what? appeared first on EDN .

 Chip Industry Week in Review  - 12-inch high-NA EUV masks; Arm's edge AI push; Amkor's expansion; 3D memory; FeRAM startup makes waves; Qualcomm-AWS $60B custom silicon deal; Ayar Labs' scale-up deal; new iPhone chip and format; rogue OpenAI agents in Germany; fab factory; fine-pitch RDL tech for advanced packaging. The post Chip Industry...

 Beyond the Transceiver: CIOE 2026 and the Rise of AI Optical Infrastructure  - CIOE 2026 Highlights: AI Optical Interconnects Are Moving Beyond 1.6T Transceivers Toward CPO, NPO, Optical Switching, and High-Density Fiber Infrastructure

 PDF Solutions CONNECT 2026: Where Semiconductor Data Meets AI  - The semiconductor industry is entering a period in which manufacturing leadership will depend not simply on producing more data, but on turning that data into timely, trustworthy decisions. PDF Solutions CONNECT 2026 is designed around this challenge. Taking place October 15–16 at the Westin St. Francis...

 CEO Talk: Kazushige Koshika, President of TOPPAN Technical Design Center Inc.  - This interview features Mr. Kazushige Koshika, President of TOPPAN Technical Design Center Inc. Tell me a bit about your background? How did you first get started with TOPPAN Technical Design Center Inc.? I had been involved in semiconductor design businesses for many years. Through my previous experience,...

 Ig Nobel Prize celebrates 3D printing with a mosquito proboscis  - I'm not a big fan of the Nobel prize system myself, which is why I pay attention to news of the Ig Nobel awards. Check out this year's and the techniques for 3D printing with a mosquito proboscis! The post Ig Nobel Prize celebrates 3D printing with a mosquito proboscis appeared first on Electronics Weekly...

 d-Matrix drinks the Nvidia Kool-Aid with NVLink Fusion and MGX rack designs  - AI infrastructure startup joins Qualcomm, Arm, Marvell, Amazon, Fujitsu, and MediaTek as NVLink true believers

 Celero Communications Raises $275M  - Celero Communications, a developer of advanced coherent digital signal processing (DSP) technology for AI infrastructure, has raised $275 million in Series C funding. The financing will accelerate Celero’s product roadmap, R&D investments, and...

 ADI Snaps Alif Semiconductor to Push AI into Physical Systems  - The $1.35 billion deal marks another edge AI leap of faith, combining analog sensing with low-power AI processors. The post ADI Snaps Alif Semiconductor to Push AI into Physical Systems appeared first on EE Times .