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 Semi. Fabs and Clean Rooms
16h ago: Recent activity shows strong momentum in semiconductor fab expansions driven by AI demand, with China OSATs investing over $2.2B in capacity, Intel accelerating cleanroom buildout at Terafab (Austin) with hiring surging, Fujifilm opening new materials plants in Japan, SK Hynix ramping NAND at Dalian, and Samsung/Micron advancing DRAM capacity and process conversions. Broader infrastructure and subfab investments continue across Asia and the US.

35m: Spicy Competition May Cause Heartburn for Nvidia

37m: Navitas Semiconductor to acquire Claros for $233 million

38m: India's semiconductor investment push gains pace as Tata, L&T chip in

65m: Profits of China’s semiconductors industry surge 18.5-fold in first 7 months of 2026: NBS

2h: From subsidies to semiconductor clusters: Why some states are pulling ahead

2½h: Is Taiwan Semiconductor Manufacturing (TSM) Overvalued Following AI Concentration Concerns?

2¾h: India's CG Power targets 70% utilization at larger semiconductor packaging plant

3h: Your old electronics could help power tomorrow’s technology

3½h: Lam Research CEO on AI Demand & Semiconductor Innovation

4¼h: Taiwan Semiconductor Manufacturing Co Ltd (TSM) Shares Surge 0.1% -- What GF Score of 97 Tells Investors

4¾h: Refractory Castable Mix Market to Reach 156 by 2035 on Semiconductor Demand

4¾h: South Korea's Lee meets Samsung chief amid chip investment pressure

5h: Could Qnity Electronics (Q) Stock Win as AI Drives Demand for Advanced Semiconductors?

5½h: Trump wants to raise H-1B visa fees to over $100,000. It could hurt semiconductor manufacturing

5¾h: InTest Corporation (INTT) Presents at 7th Annual Needham Virtual Semiconductor & SemiCap 1×1 Conference - Slideshow (NYSE:INTT) 2026-08-26

6h: Waste Gas Capture Systems Market Growth to 2035 Driven by Advanced Node Chip Production - News and Statistics

6½h: Flatness Reference Standards Market Outlook to 2035: Semiconductor Precision Drives Growth - News and Statistics

6¾h: Silica Hydrogel Clarifier Market 2035: Semiconductor Purity Demand Drives Growth - News and Statistics

7¼h: Tower Semiconductor Ltd (TSEM) Stock Up 3.9% but GF Value Says O

7¼h: SEMICON West names Phoenix its long-term home

7½h: Jefferson Co. eyes housing, business park growth tied to Micron plant

8h: Rheological Modifier Dispersants Market Semiconductor Miniaturization Drives Demand to 2035

8¼h: Navitas Semiconductor (NVTS) insider updates share holdings

8¼h: Oregon semiconductor company expands

8½h: AI’s Overlooked Enablers: MLCCs & PowerSemis

8¾h: Honam Semiconductor Project Faces Labor Dispute Risks

8¾h: Why Lattice Semiconductor (LSCC) Stock Is Up Today

9h: As Navitas Semiconductor Buys Claros, Here’s How to Play NVTS Stock

 Ring expands home security to SMBs, a hit for Embedded Works  - Smart sensors are enabled with Ring’s mobile tower connected to 5G offering millions of Ring customers access to business security at low cost

 eFuse protects 48-V power lines  - Toshiba’s TCKE1401NM 75-V, 6-A eFuse provides 48-V power-line protection for industrial and consumer equipment, from servers to power tools. The post eFuse protects 48-V power lines appeared first on EDN .

 Parity-controlled electron-hole interference in exciton-phonon coupling  - We demonstrate that exciton-phonon coupling in polar semiconductors is governed by a parity-controlled interference selection rule. By performing an exact multipole expansion of the excitonic form factor and validating it against numerical integration of hydrogenic envelope functions, we show that the...

 Narrative: Baseband Processor Market Share Q2 2026  - TechInsights has published its Q2 2026 baseband market share analysis, covering shipment volumes, revenue trends, and competitive positioning across the major merchant modem vendors. The report applies market sizing and share methodology to quantify how memory component cost inflation is reshaping demand...

 BluGlass appoints Yam Rubenstein to the Board  - Highlights BluGlass appoints global capital markets veteran Yam Rubenstein to its Board of Directors Appointment enhances the Board’s global capital…

 Nvidia custom 'NVHBM' promises 30% higher bandwidth, 15% lower power than commodity HBM4e — custom base die and PHY will be available to NVLink Fusion partners  - Nvidia has unveiled NVHBM, a custom high-bandwidth memory implementation that promises higher bandwidth and lower power for customers building chips within the NVLink Fusion partner program.

 NY Creates Joins Princeton-Led NSF Quantum Institute to Advance Next-Generation Quantum Computing  - Creates to receive $1.25 million as part of the national MARQUIS initiative uniting leading research institutions and industry partners Albany, NY — NY Creates today announced its participation in the newly funded Manufacturable and Resilient superconducting QUantum Information Systems (MARQUIS) Quantum...

 Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form  - Let our content come straight to you! Easily digestible newsletter emails straight to your inbox. And all the newsletters are mobile optimised. The post Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form appeared first on Electronics Weekly .

 Flexible sensor detects near-infrared light with higher response after repeated bending  - A research team has developed a flexible near-infrared (NIR) photodetector that delivers photoresponsivity more than five times higher while maintaining its performance under repeated bending. The technology is expected to ...

 Infineon acquires C2i Semiconductors to boost AI data center power portfolio  - Infineon Technologies is acquiring Bangalore-based C2i Semiconductors to strengthen its power management portfolio for AI data centers. The…

 Deloitte Taiwan sees slow physical AI adoption despite high expectations  - Deloitte Taiwan said global companies are rushing to discuss physical AI, but only a small share have embedded it into day-to-day operations, highlighting a widening gap between ambition and deployment. For readers worldwide, the finding signals that industrial AI's next phase may advance unevenly, shaped...

 Chip Security Moves From Checkbox Compliance To Continuous Defense  - As AI, chiplets, software-defined systems, and new regulations expand the attack surface, visibility, accountability, and real deployment discipline matter more than certification alone. The post Chip Security Moves From Checkbox Compliance To Continuous Defense appeared first on Semiconductor Engineering...

 The Investment Case for Intel at $90 per share  - Intel’s financial turnaround has been quicker than anyone thought, and the CAPEX ramp is upon us with unique opportunities as America’s only leading edge manufacturer.

 Hot Chips 2026: Fujitsu’s Monaka CPU ...  - Building on a long history of HPC-focused cores, and looking beyond HPC ...

 Qnity Expands AI-Driven Advanced Packaging Capabilities with End-to-End Process Solutions  - Integrated portfolio spans metallization, bumping, dielectric and fine-line patterning for 2.5D, 3D and panel-level architectures. The post Qnity Expands AI-Driven Advanced Packaging Capabilities with End-to-End Process Solutions appeared first on Semiconductor Digest .

 Behind the innovation: The road to rewriting current sensing  - How a team of TI engineers tackled a longstanding trade-off to create the industry’s first multiaxial coreless Hall-effect current sensor for traction inverters

 Diamond Rapids Is Not Just a 256-Core CPU — Intel Is Turning Xeon Into a Chiplet System  - Original Article By SemiVision Research [Reading time: 10 mins]

 Josephson effect in bipolar magnetic semiconductors  - We theoretically investigate equilibrium currents in a one-dimensional Josephson junction incorporating a bipolar magnetic semiconductor (BMS). We show that the intrinsic exchange splitting of the spin-resolved bands enables purely electrical control of the 0 0 -- π π transition through gate-tunable...

 Audi Q6 e-tron Cockpit Controller Deep Dive Teardown  - The Audi Q6 e-tron Cockpit Controller is a central computing unit within Audi’s E³ 1.2 electronic architecture that coordinates display, infotainment, and connectivity functions for the digital interior. Audi structures all major infotainment functions in a high-performance computing platform (often...

 What Mexico and Korea build together  - What Mexico and Korea build together Mexico seeks broader trade, investment and technology cooperation with Korea during a Seoul visit focused on electric vehicles, semiconductors and education. 8/25/2026 - 11:01 AM Opinion Desk

 Ground broken on Alcoa-Sojitz Gallium Recovery Project in Western Australia  - Facility expected to produce up to 10% of global gallium supply

 Intel Core Ultra X7 358H Microprocessor: Evaluating the Foveros-S 2.5D packaging technology  - The Intel Core Ultra X7 358H combines three active tiles in a single Foveros-S 2.5D package. TechInsights’ Advanced Packaging Quick Look documents how Intel implemented the package, including its materials, interconnects, and structural design.

 OpenAI Jalapeño: Better Than Nvidia Blackwell  - OpenAI’s self-designed ASIC compared with Rubin, Jalapeño’s TCO, throughput per MW, and spicy deets…

 Cubic Metalens Delivers Clear Images Without Need for Precise Mechanical Focusing  - Keeping cameras in focus without constant adjustment may become much simpler thanks to an ultrathin optical device that combines nanophotonics and computational imaging. Researchers at the University of Science and Technology of China have developed...

 Research Bits: Aug. 25  - Bacterial transistors; forgetful antiferroelectrics; high-entropy mixing. The post Research Bits: Aug. 25 appeared first on Semiconductor Engineering .

 TSMC’s HBM-Packaging Yield Issues Help Intel, Analysts Say  - TSMC’s CoWoS bottlenecks could hand Intel a foundry opening as AI chipmakers eye EMIB and new memory tech. The post TSMC’s HBM-Packaging Yield Issues Help Intel, Analysts Say appeared first on EE Times .

 Avestra: Agentic AI for SystemVerilog Assertion Generation  - Modern ASIC, SoC, CPU, and GPU development depends on verification processes that detect subtle functional defects before tapeout. SystemVerilog Assertions (SVA) are particularly important because they encode temporal design intent: how signals, states, and transactions must behave across clock cycles....

 IBM announces chip that natively executes Arm and Z instructions concurrently  - Cunning plan to expand the amount of software that runs on mainframes is also an admission ISVs are focusing their energies elsewhere

 Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back  - Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's...

  AsiaPac 

↺7d JCET Group36% beat 🟢

 Hot Chips 2026: The Memory Wall Is Making Hybrid Bonding a Necessity  - Original Article By SemiVision Research [Reading time: 11 mins]

 Intercalation of Alkali Metal into WTe2, the Crystal Structure of A0.5WTe2 and Observation of a Metal-to- Semiconductor Transition  - We explore the cationic intercalation of tungsten ditelluride (WTe2) with potassium (K), rubidium (Rb), and cesium (Cs), yielding intercalation compounds of the form A0.5WTe2 (A = K, Rb, Cs). Structural characterization was performed using powder X-ray diffraction (PXRD), while diffuse reflectance infrared...

 Kospi opens sharply higher on robust earnings from Nvidia  - Kospi opens sharply higher on robust earnings from Nvidia Korea's benchmark index jumped 2.76 percent at the open after Nvidia's stronger-than-expected earnings eased concerns over slowing semiconductor demand. 8/26/2026 - 08:51 PM

 Explosive semiconductor growth  - The global semiconductor market in the second quarter of 2026 was $368 billion, according to WSTS. 2Q 2026 set records for growth: up 35% from 1Q 2026 and up a phenomenal 104% from 2Q 2025. The previous record growth was set in 1Q 2026: up 25% from the prior quarter… Read more “Explosive semiconductor...

 Meta's new MTIA 400 chip has a split personality: Training AI and serving ads  - Faster than Blackwell, but still no replacement for AMD or Nvidia ... yet

 MCP14T0517: Simplifying Isolated Power Supply Design for Modern Power Electronics  - The MCP14T0517 is best positioned as an isolated power supply enabler. It drives a center-tapped transformer from a 3.0V to 5.5V input, helping designers generate isolated bias rails for isolated gate drivers, isolated communication interfaces and isolated sensing circuits.

 Sony Missing the AI Boom Puts Breakup Back on the Table  - [Opinion] CEO Hiroki Totoki needs to set the foundation for Sony’s future, and that starts with making more bold moves

 Hot Chips 2026: Nvidia presents Groq 3 LPX architecture and unveils its first third-party inference benchmark — LP30-based rack already in production, company says  - Igor Arsovski, now Nvidia's VP of hardware, presented the Groq 3 LPX rack's architecture and published the first third-party benchmark of the hardware.

 Researchers Solve Two Major Problems Holding Back SiC Electronics  - A new bottom gate design takes advantage of the intrinsic properties of SiC. For more than 20 years, silicon carbide – SiC – has been viewed as a promising material for electronics that must function in extreme environments. Yet despite years of research, that promise has rarely translated into practical...

 DPOT push up/down  - Some folks prefer pushbutton switches to take effect on push instead of release. These buttons do that very thing. The post DPOT push up/down appeared first on EDN .

 India’s OSAT-ATMP Build-Out: From Legacy Packages to 2.5D  - ASIP Technologies has begun construction of an OSAT facility in Visakhapatnam, Andhra Pradesh, with Korean partner APACT. The post India’s OSAT-ATMP Build-Out: From Legacy Packages to 2.5D appeared first on EE Times .

 Tokenomics of Enterprise AI: Why Storage Shapes Your ROI  - Read the Moor Insights White Paper to see how Solidigm SSDs are impacting AI token use, keeping context memory within reach for increased ROI.

 Redwire launches Seeker navigation sensors and space cameras  - Redwire, the aerospace and defence company, has announced the launch of its Seeker product line of navigation sensors and space cameras. They include a 5MP space-rated camera, a high-accuracy star […] The post Redwire launches Seeker navigation sensors and space cameras appeared first on Electronics...

 半導體風雲/光進銅退加速? 矽光子獨角獸預言今 撞破銅牆  - 儘管業界普遍認為,未來十 高速資料傳輸仍將維持「銅光並進」,但位於美國矽谷的矽光子獨角獸Lightmatter執行長哈理斯(Nick Harris) 前趁著來台參加2026 OCP APAC Summit的矽光子論壇時,透露「銅退光進」時程已加速,且業界等待已久的產業轉型終於到來。...

 Korean investors can buy SK hynix at home. Why are they paying 30% more in New York?  - Korean investors can buy SK hynix at home. Why are they paying 30% more in New York? Korean retail investors are paying steep premiums for SK hynix ADRs in New York, betting AI demand and possible index inclusion will sustain the gap. 8/25/2026 - 06:00 PM JIN MINJI

 Insight: Automotive Semiconductor Lead Times Rose Again in Q2 2026, Nearing 19 Weeks  - This report accompanies the lead times data update in the Online Data Report / Data Visualization for Automotive Semiconductor Supply (formerly known as Automotive Vendor Landscape). Average automotive semiconductor component lead times rose by about two weeks in Q2 2026. Scope note: Lead time data shown...

 Optocouplers tame EMI in wide-bandgap designs  - High-voltage designers adopting GaN and SiC face severe electromagnetic interference (EMI) and logic corruption. Advanced optocouplers can provide the robust isolation needed to protect signal integrity, writes Diego de Azcuénaga. […] The post Optocouplers tame EMI in wide-bandgap designs appeared...

 TI debuts new approach to current sensing for unprecedented accuracy in HEV and EV traction inverter designs  - Innovative multiaxial sensing architecture achieves 20 times greater accuracy than single-axis, coreless alternatives, driving more compact and efficient traction inverter systems

 Navitas to acquire power management firm Claros  - Vertical power delivery and integrated voltage regulator technology to complete grid-to-xPU high-power portfolio for AI data center infrastructure

 WD to Participate in Upcoming Investor Conference  - 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) today announced management participation in the following upcoming investor conference

 Comparing multi-channel RF transceiver options for space applications  - Spacechips has been asked by its clients many times, “Which is the best device?” The answer? "It depends". The post Comparing multi-channel RF transceiver options for space applications appeared first on EDN .

 Itochu, Taiwan IT firm support Taiwanese chip expansion into southern Japan  - Joint venture aims to bolster semiconductor industry cluster in Kyushu

 ‘With great investigative authority comes great accountability’: Lee addresses police mishandling of missing persons cases  - ‘With great investigative authority comes great accountability’: Lee addresses police mishandling of missing persons cases President Lee Jae Myung ordered plans for a police reform body as public distrust grows over mishandled investigations. 8/25/2026 - 06:00 AM SARAH KIM

 Korea eyes 820 trillion won 'super budget' | Samsung, SK hynix to invest in Chinese factories  - Korea eyes 820 trillion won 'super budget' | Samsung, SK hynix to invest in Chinese factories The Daily Debrief | Aug. 25, 2026 8/24/2026 - 09:57 PM STERLING AH SAN

 Scientech Corporation and Trymax Partner to Distribute Resist Ashing and UV Products in Taiwan  - The agreement gives Scientech Corporation the right to distribute all of Trymax’s NEO ashing, etching products and their latest UV curing and charge erase products. The post Scientech Corporation and Trymax Partner to Distribute Resist Ashing and UV Products in Taiwan appeared first on Semiconductor...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 Humanoid Robot Investment Is Booming  - The market for humanoid robots has recently seen significant growth as investment in H1 2026 into humanoid robots around the world start-ups in H1 2026 totalled $4.39 billion. .This means […] The post Humanoid Robot Investment Is Booming appeared first on Electronics Weekly .

 [News] NVIDIA’s Supply Commitments Soar to $279B as Memory Costs Surge; New NVHBM Boosts Bandwidth 30%  - As NVIDIA forecasts a 70% surge in FY28 revenue, signaling that AI investment remains robust, the chipmaker is ramping up commitments to secure critical memory supply. According to Investopedia, NVIDIA's supply and capacity commitments, as disclosed in Q2 FY27, jumped to $279 billion from $119 billi......

 力成加速衝FOPLP 拚明 中量產  - 封測大廠力成加速先進封裝布局,FOPLP(扇出型面板級封裝)已跨入客戶驗證及量產準備階段,預計2027 中正式量產;同時與博通合作的新加坡先進封裝廠持續推進,設備已經展開採購,最快2027 底小量生產。隨台灣、新加坡兩地產能陸續到位,力成正由記憶體封測進一步向AI、HPC及光通訊先進封裝市場延伸。...

 Lam To Build New R&D Center In U.S.  - The company has broken ground on a new R&D center at its existing campus in Tualatin, Oregon

 Keysight Accelerates AttoTude IC Design Cycles by More Than 50%  - Keysight Technologies, Inc. today announced that AttoTude Inc. has expanded its use of Keysight EDA software to manage its full IC design workflow. The post Keysight Accelerates AttoTude IC Design Cycles by More Than 50% appeared first on Semiconductor Digest .

 A comeback journey: Rebuilding confidence through formal verification  - When Lindu Krishna joined Axiomise after a career break, she wasn’t just relearning technical concepts – she was rebuilding her confidence, redefining what it means to be a woman engineer and quietly becoming the person who can take ownership of complex formal verification blocks. Backed by a culture...

 Besi faces longer wait as SK Hynix pushes hybrid bonding to HBM5  - SK Hynix has effectively pushed the introduction of hybrid bonding in high-bandwidth memory (HBM) back by another generation, extending the life of microbump technology through HBM4E.

 Now is the time to reform local education grants  - Now is the time to reform local education grants A proposed overhaul would tie local education grants to demographics and redirect resources toward higher education and lifelong learning. 8/26/2026 - 11:01 AM Opinion Desk

 AI boom, profit surge fuel China’s ambitious chip assembly buildout  - Chinese chip packaging firms launch multibillion-dollar expansion drive after logging triple-figure profit growth on surging AI demand

 AI晶片愈做愈大 先進封裝成算力競賽新戰場  - Counterpoint Research最新研究指出,未來五 全球預計超過1.3億顆AI伺服器GPU及AI ASIC,將搭載先進封裝的運算端記憶體,相關運算市場營收接近2兆美元;隨AI晶片朝大型化、Chiplet及異質整合發展,包括Panel-Level Packaging、CPO、HBM及Hybrid Bonding等技術均加速推進,為封測廠擴大AI先進封裝布局提供成長空間。...

 Intel's 256-core Xeon 7 CPUs are a Diamond in the rough  - Delayed, flawed, yet still beautiful

 Synopsys Wins the AI Silicon Brain Drain  - The reported move of Amit Gupta, Jeff Dyck, and Ryan Silk from Siemens EDA to Synopsys matters because this is more than a routine transfer of experienced executives and engineers. Together, the three represent a concentrated body of expertise in applying artificial intelligence to semiconductor design—one...

 COHERENT CORP. TO UNVEIL PHOTONLINK PLATFORM AT ECOC ON SEPTEMBER 21, 2026  - Coherent will unveil Coherent PhotonLink at the 2026 European Conference on Optical Communication (ECOC)

 Optimizing for Thermoelastic in Package and PCB Design from the Outset  - Signoff-quality design tools are mandatory for signoff, though not so good for early design exploration. Signoff demands high accuracy in design description and high precision in analysis. The first requirement can’t be met early in design where architecture decisions are still in flux, and the second...

 Nexperia China cuts European wafer ties with domestic 12-inch production  - Nexperia China says it’s shifting its entire product portfolio to domestically sourced 12-inch silicon wafers, possibly marking a definitive break with the chipmaker’s European business.

 Bring Your Pokémon Adventure Anywhere: Sandisk Celebrates 30 Years of Pokémon™  - Sandisk today announced two new storage solutions officially licensed by The Pokémon Company Intern...

 RF Fundamentals Seminar & Semiconductor Roundtable  - Join us for a one-day workshop focused on RF Fundamentals & a Semiconductor Roundtable.

 SiFive pushes development server to take RISC-V into the datacenter  - Rack-mount system intended for software porting, workload optimization, to bring open standard to the bitbarn

 Exclusive: TSMC supplier Nichias to build key chipmaking 'tubes' in Taiwan  - Partnership with Gold Stone Development aims to ease key chip supply chain bottleneck

 Holographic 3D Printer Makes Complex Shapes in Seconds  - A newly developed optical printing technique allows complex 3D structures to be fabricated in a single holographic exposure. Unlike layer-by-layer 3D processing techniques, which limit fabrication speed and scalability, the holographic printing...

 Can China’s Humanoid Robots be useful?  - Humanoid robots in China are beginning to be deployed across a wider range of applications—automotive, 3C electronics, aerospace, logistics, and energy—putting their commercial viability to the test, says TrendForce . […] The post Can China’s Humanoid Robots be useful? appeared first on Electronics...

 Hot Chips 2026: Intel’s Diamond Rapids ...  - Hello you fine Internet folks, ...

 Chiral Phonons and Giant Anisotropic Photoresponse in Quasi-1D van der Waals Semiconductor ZrSnS3  - Low-dimensional van der Waals semiconductors with reduced symmetry provide a unique platform for exploring anisotropic physical properties. The quasi-one-dimensional family MXQ _3 _3 (M = Hf, Zr; X = Sn; Q = S, Se) exhibits notable structural anisotropy, where zigzag atomic chains influence optical phenomena...

 The ABF Squeeze: Why Cutting China’s Supply Will Not Fix the Shortage  - Original Article By SemiVision Research [Reading time: 8 mins]

 Market Model: 2026 Q2 Automotive Semiconductor Lead Times for Commodity Components  - Automotive and non-automotive semiconductor lead times rose by two weeks in Q2 2026. This report details 15 device types and 24 companies. Summary information is provided in the Overview tabs (the first three tabs after the Index tab). Individual device type and company lead time results are on the following...

 Messy world emerges for humanoids, with safety role for sensors  - Record track runs (and crashes) by humanoids beckon safety standards