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 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

 Semi. Fabs and Clean Rooms
1¾h ago: TSMC is ramping multiple new N3 fabs in Tainan with production targeted 2028 and guiding strong revenue growth; DRAM/HBM dedicated capacity expanding 77% by 2027; China advancing 69 power semiconductor fabs; India building initial commercial SiC and packaging projects with pilot output expected late 2026. Cleanroom and tool lead times remain long, driving early capacity bookings.

 Video Interview: Applied Materials CEO on the Economics Behind Its $5B EPIC Bet  - Following the unveiling of its EPIC Center, Applied Materials revealed strong financial projections. We look at how it all ties together and feature a new video interview with CEO Gary Dickerson. The post Video Interview: Applied Materials CEO on the Economics Behind Its $5B EPIC Bet appeared first on...

 Won for the win  - Won for the win A currency exchange shop in the Myeongdong neighborhood of Jung District, central Seoul, is displaying exchange rates on Oct. 19. 10/19/2026 - 04:34 AM

 Starboard Sees Value In Apple Chip Supplier Skyworks  - Starboard Value, which just acquired a stake in Skyworks Solutions Inc. via its takeover of Qorvo Inc., sees big upside should it execute on the goals of its merger with the rival wireless chipmaker, according to people familiar with the matter.

 Scientists Turn Ordinary Plastic Into Billions of Tiny Diamonds Using Powerful Lasers  - Diamonds recovered from plastic contain roughly 3,000 atoms each and could be modified with other elements for future use in medical imaging. Powerful lasers can turn plastic into tiny diamonds, but recovering the crystals means catching them as they shoot out at speeds comparable to a meteorite impact....

 SK Chairman Proposes Korea-Japan Joint AI Task Force for Semiconductor Security  - To expand South Korea’s semiconductor influence, Chairman Chey suggested strengthening cooperation with Japan’s “materials, parts, and equipment” sector.

 Accelerate Motor Control and Embedded Development With Microchip  - Microchip rounds out its newest release wave with tools built for engineers developing and debugging embedded systems—from a dual-core motor control daughter card to an OpenOCD debug probe, a new Curiosity Nano and a functional safety development kit.

 The Workforce Behind the Roadmap  - For three years, every semiconductor conference has featured some version of the same slide: the industry doesn’t have enough people to build what it’s promising. This month, SEMI’s National Network for Microelectronics Education (NNME), backed by the National Science Foundation and the U.S. Department...

 Why Physical AI Is So Hard To Engineer  - Integrating sensors, compute, and actuators into autonomous systems adds new challenges for chip design. The post Why Physical AI Is So Hard To Engineer appeared first on Semiconductor Engineering .

 英特爾押注矽光子!宣稱是全球 300 毫米 InP 光子量產唯一廠商  - 英特爾在 OCP 2026 期間分享未來技術的發展方向,表示矽光子是次世代系統架構,將加速高效能運算( HPC )與人工智慧( AI )等高效能運算領域的發展;此外,在合作夥伴的協助下,矽光子也將推動整個產業生態系的解決方案加速落地。...

 [News] Huawei Scientist: EDA Tools Pose Biggest Challenge to Tau Scaling Law  - Huawei’s Tau (τ) Scaling Law faces its greatest challenge in electronic design automation (EDA) tools, according to Huang Yu, chief scientist for semiconductor EDA at Huawei, speaking at the 2026 Bay Area Chip Expo on October 15, media reports said. Huang outlined four layers of Tau (τ) Sc...

 Lens Technology enters AI server cooling market with US$25 million PMG takeover  - China's precision manufacturing giant Lens Technology is expanding into AI server infrastructure through a proposed US$25 million acquisition of a controlling stake in PMG International, gaining access to server rack manufacturing and liquid-cooling technologies. The transaction marks a further diversification...

 輝達統一HBM製程 台積3奈米需求發燙  - 三星電子將採用台積電3奈米製程,生產輝達下一代客製化高頻寬記憶體(HBM)的底層晶片(Base Die),為雙方首次在HBM製造階段合作。隨輝達推動三大記憶體供應商統一製程,台積電可望通吃三星、SK海力士及美光的相關代工訂單,為已滿載的3奈米產能再添需求。...

 Spending looks different when you're in charge  - Spending looks different when you're in charge A record budget and temporary tax windfall should prompt debt reduction and stronger oversight before new spending becomes permanent. 10/18/2026 - 11:01 AM Opinion Desk

 When the State Goes All-In on Semiconductors  - Those who did not enjoy the semiconductor feast cannot be burdened with cleaning up the recession.

 NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories  - Original Article By SemiVision Research [Reading time: 15 mins]

 SK 海力士明確否認拿條件換美國允許中國大連廠設備輸入  - 韓國記憶體大廠 SK 海力士(SK hynix)發表官方聲明,強烈否認有關其以在美國興建晶圓廠為條件、要求美方放寬中國大連廠設備出口限制的報導。SK 海力士澄清,公司並未尋求擴充中國大連廠的產能,目前在該廠安裝設備皆是在與美國政府密切溝通並獲得授權下進行。...

 中 장비기업, 韓 전력반도체 시장 두드린다…SK키파운드리·매그나칩 공급 추진  - 중국 반도체 장비기업 중웨이반도체(AMEC)가 한국 차세대 전력반도체 시장을 노린다. AMEC은 SK키파운드리·매그나칩 등과 전력반도체 핵심 제조장비 테스트에 돌입한 것으로 1...

 Saras Micro Devices Embeds Capacitors to Power AI Accelerators  - A capacitor designed to be built into the PCB or package core supports the vertical power delivery that AI chips need, and a new 2 mm part is sampling The post Saras Micro Devices Embeds Capacitors to Power AI Accelerators appeared first on Semiconductor Digest .

 🌘 Americas 
🇺🇸  ---  🌑 −

71h Western Digital

47h Texas Instrumen…

7d Amkor Technolog…

71h Enablence Techn…

 Korea growth may top IMF forecast  - Korea growth may top IMF forecast Finance Minister Lee Hyoung-il said strong exports and investment could lift growth above the IMF's 3.3 percent projection. 10/18/2026 - 11:04 PM

 Agentic AI Explores Heterogeneous Chip and Interconnect Architectures (Argonne, UIUC)  - Researchers at Argonne National Laboratory and the University of Illinois Urbana-Champaign published a technical paper titled “Agentic AI for Heterogeneous System Design Across Chip, Scale-Up, and Scale-Out Domains.” Abstract Excerpt: “The design space of modern AI/HPC systems has expanded rapidly...

 TTM Technologies Acquires MKS' Ophir Optics Business  - TTM Technologies, a manufacturer of technology products, acquired the Ophir Optics business from MKS for $650 million. Ophir Optics is a manufacturer of high-precision infrared thermal imaging and laser optics solutions, serving defense, security and industrial applications.

 South Korea's FIX 2026 to feature robots from HD Hyundai, Doosan  - South Korea's Future Innovation Tech Expo (FIX 2026) will open in Daegu on October 21, with HD Hyundai Robotics and Doosan Robotics among the industrial robot makers exhibiting. The four-day show will also feature self-driving vehicles and technologies for manufacturing, logistics, and transportation....

 You can now modify the vBIOS on Nvidia gaming GPUs without flashing thanks to a solo developer’s project  - Flashing the VBIOS is risky and can brick a GPU, but this VBIOS configurator uses an Nvidia register key to override VBIOS settings without flashing.

 TokenCore Card Adds Biometric Security to AI Agent Actions  - Token has introduced the TokenCore Card, a biometric smart card designed to secure enterprise logins and sensitive actions performed…

 Who Wants A Sports Car?  - Tesla unveiled its flying Roadster last week, marking a return to the company’s roots. The very first vehicle Tesla ever sold was an electric sports car. The new Roadster is […] The post Who Wants A Sports Car? appeared first on Electronics Weekly .

 SFP: The multimode module autopsy  - A dissimilar laser technology trades off range for cost, at least theoretically. But it’s still faster than the LED-based predecessor. The post SFP: The multimode module autopsy appeared first on EDN .

 Multidimensional Microscope Reveals Ultrafast Changes in Materials  - To understand the microscopic processes underlying quantum and optoelectronic materials, it is necessary to observe how the materials evolve in across space and time. Existing techniques cannot simultaneously resolve ultrafast coherent dynamics with microscopic spatial information. Pump-probe microscopy...

 Anthropic offers Blackstone more than 10% return in US$60 billion AI chip financing deal  - Anthropic is offering Blackstone a total return of more than 10% to help finance a US$60 billion artificial intelligence (AI) chip procurement package, as higher infrastructure financing costs make expanding computing capacity more expensive. The proposed arrangement, reportedly code-named Project North...

 [News] NVIDIA Chooses Monolithic Die Over Chiplets for Vera CPU, Claims 2× x86 Performance in Agentic AI  - The rise of agentic AI is reshaping CPU design priorities. According to Wccftech, which interviewed NVIDIA's Vera team, the company has chosen a monolithic compute die for its Vera CPU over the chiplet architectures used by major x86 competitors. Vera also features a custom LPDDR5X memory subsystem ......

 OCP Global Summit 2026: Irrational Recap  - NPO, Slow-and-Wide, Analog (Semtech Analyst Day), Bubble Vibes

 Foundryecosystem Report: AI CapEx, AI fabs, TSMC, Intel  - There are also new foundry developments in GaN, SiC, quantum computing and MEMS

 Thermal Side Channels Create New Security Risks For Autonomous Vehicles (Missouri S&T)  - Researchers at Missouri University of Science and Technology published “Can Autonomous Vehicles Keep Their Cool? A Survey of Thermal Side-Channel and Perception Attacks.” Abstract excerpt: “This survey systematizes thirteen representative works into thermal perception integrity, telemetry leakage,...

 CXMT forecasts up to US$19.8 billion in 3 quarters’ net income; pledges share buy-back  - The firm also forecasts a 742 per cent revenue surge year on year

 Value of National Pension Service's stock holdings plunges as market tanks  - Value of National Pension Service's stock holdings plunges as market tanks The market value of the service’s holdings fell 182 trillion won ($136 billion) in three and a half months, with much of the investment concentrated in chipmakers. 10/18/2026 - 01:14 AM News Team

 台灣人在柏林做 AI 資料中心想吃的「漢堡肉」,NextGO Epi 押注下代省電材料氧化鎵  - 處理客戶委託生產磊晶片,對博士生周大順來說,只是個例行工作,他在實驗室裡照平常的做法把磊晶片做出來、交出去。休息之際,他無意間看到那筆委託的帳單,「我的媽呀!我做的這個東西那麼貴嗎?」 繼續閱讀..

 ASML Is Building a Hybrid Bonding Tool!  - ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and its own roadmap all…

 Intel chief says White House will not meddle in its semiconductor business  - Lip-Bu Tan defends Trump stake, assesses chips from China as not far behind US tech

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺4¾d Taiwan Semicond…3.2% beat 🟢

 OpenAI's Altman teases humanoid demo in 2027  - The company is moving from robot hand dexterity to how the humanoid brain relies on AI models

 Nvidia Vera’s System Architecture: Pushing Bandwidth ...  - Nvidia’s Vera server chip aims for high per-core performance. ...

 Meta and Google Rejoin the Frontier, Microsoft’s Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324  - On Episode 324 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including new agent models from Meta, Google, and NVIDIA, Microsoft's Maia 300, Applied Materials' EPIC Center, AMD, NVIDIA, and Cisco at OCP Global Summit 2026, and the Apple-Meta Muse Spark...

 Embedd, Adesio, Understand Tech, weeteq, MYVOX: Fast Forward Startups #3  - Embedd, Adesio, Understand Tech, weeteq and MYVOX are the five companies featured in the third Fast Forward Startup Spotlight, part…

 Korea cannot dismiss the despair of French youth  - Korea cannot dismiss the despair of French youth France’s economic strain and anger among the youth at its entrenched system should serve as a clear warning for Korea to diversify growth, create jobs and make housing more affordable. 10/19/2026 - 11:01 AM Opinion Desk

 Chip Startup Tenstorrent Raises Funds at $6.2 Billion Value  - AI chip startup Tenstorrent Inc., after attracting takeover interest earlier this year, has raised $1.5 billion from investors in a funding round that boosts its valuation to $6.2 billion.

 Spectrum Instrumentation digitisers get onboard averaging function  - Spectrum Instrumentation has introduced a new firmware option for its high-resolution 59xx series digitizers to perform onboard summation averaging. The tool is for reducing unwanted signal noise while and improving […] The post Spectrum Instrumentation digitisers get onboard averaging function appeared...

 Special Report: Comparison of MediaTek's FR2 IF Tranceivers  - The report is written for RF architects, competitive analysts, and product planners who need to understand how a leading mmWave transceiver supplier changes its design from one generation to the next. The analysis first lays out the three devices side by side across the package, die, and architecture...

 US Stock Indices Open Mixed on Tech Rebound  - After semiconductor stocks tumbled last week, predictions of a crash spread on social media before the market opened, but analysts assessed the fear as excessive.

 Tech rebound lifts S&P and Nasdaq as Dow dips at New York open

 Samsung Electro-Mechanics Signs 360.5 Billion Won Semiconductor Substrate Contract

 Samsung Electro-Mechanics Inks 360.5B Won Memory Substrate Deal

 Korea Exchange Adds Aerospace, Robotics to Tech Listing Criteria

 Samsung Electro-Mechanics secures 360.5b-won chip substrate deal, expands Korea AI push

 Korea Exchange expands tech listing criteria, adds aerospace and robotics

 Korea stocks plunge as chip concentration and buyer vacuum expose limits

 KOSPI Collapse Reveals Semiconductor Overreliance

 Honam Semiconductor Fab Urged to Adopt Kumamoto-Style Water Measures

 KOSPI Rebounds, Closes Higher Despite Early Decline

 Korea stocks rebound as foreign and institutional buyers lift market

 Corporate dollar selling drives won to 1,330 as risk-off looms

 SK Hynix Launches 2 Trillion Won MPE Support Program

 SK hynix, Korea boost MPE funding with 2 trillion won export guarantee

 TSMC to Build New 3-Nanometer Plant in Tainan for 2028 Production

 TSMC adds Taiwan 3nm plant as AI chip demand surges, targets 2028 ramp

 Yongin, Hwaseong forge road links to boost South Korea semiconductor hub

 47 AI Data Center Delays Spark U.S. Midterm Election Debate

 Vice Minister Park Urges Proactive Risk Checks in Core Supply Chains, Resources

 Park Dong-il urges Korea to preempt risks in critical supply chains

 Deputy Prime Minister Lee Hyoung-il Forecasts 3.6% Growth, Highest in Five Years

 Korea forecasts 3.4–3.6% growth on semiconductor -led rebound

 KOSPI Rebounds to 5,700-Point Level Amid U.S. Futures Rise

 Korea stocks rebound as US futures lift sentiment; batteries lead rally

 Minister Lee So-young's Chungcheong Visit Highlights Policy Needs

 Lee So-young tours Chungcheong, faces calls to back visits with policy push

 KOSPI Falls Amid U.S. AI Risks, Semiconductor Reliance

 Ahn Cheol-soo warns Solidigm US listing imperils Korea market, urges Lee action

 KOSPI sinks as AI credit strains hit, semiconductor concentration magnifies fall

 Breaking: Korean Markets Plunge as U.S. Semiconductor Index Hits Longest Decline Since 2008

 Cathie Wood Links Korean Stock Sell-Off to Program Trading, Flags Semiconductor Buying Zone

 Cathie Wood dismisses ‘Sell Korea,’ urges bets on semiconductor rebound

 Foreign and institutional buying trim Korea stock losses after steep drop

 Lawmaker Warns Solidigm Listing Could Be 'National Doomsday'

 KOSPI Bottom Seen at 5,100–5,340, Could Drop to 4,800

 iM Securities warns Korea’s KOSPI risks slide to 5,100, even 4,800s

 Samsung Dream Scholarship Foundation Overcomes Exam Fee Barriers

 China Tightens Controls on Advanced AI Exports Amid US Rivalry

 Democratic Party Revives Electricity Prepayment Push Despite Rejections

 Editorial: Youth Fury Swallows France, Korea's 'Giveaway' Future

 South Korea launches defense chip push to cut foreign dependence

 Corporate Surplus Soars, Household Debt Peaks

 Optical Fiber Spot Prices Surge Severalfold in 2026, with Data Center-Driven Supply Shortages Expected to Persist Through 2028, Says TrendForce  - AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a global supply shortfall of 180 million fiber-kilometers in 2026....

 Researchers Unleash Record-Breaking X-Ray Flashes in Just 300 Attoseconds  - Researchers used the European XFEL to produce ultrashort X-ray flashes that reached record intensity for this type of pulse. To understand chemical reactions and perhaps one day control the electrons involved, scientists need a detailed picture of how electrons behave inside atoms and molecules. X-rays...

 From Macro to Micro, and Back  - This year’s Nobel prizes explained large systems through their smallest parts. What can chip design learn from them, and can AI help us design in the other direction too? The post From Macro to Micro, and Back appeared first on EE Times .

 SSCB to scale with the 800 VDC transition  - Power Integrations and Ideal Power, developer of the B-TRAN bidirectional power switch (pictured), are getting together to deliver a solid-state circuit breaker (SSCB) which scales with the 800 VDC transition. […] The post SSCB to scale with the 800 VDC transition appeared first on Electronics Weekly...

 Datacenters 2027: The Year of Acceleration, +50GW in a Single Year  - 60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips

 Fiber optic gyroscopes: Elegant engineering of modern inertial navigation  - Fiber optic gyroscope (FOG), a marvel of solid-state engineering, bridges Einstein’s relativity with modern tactical guidance. The post Fiber optic gyroscopes: Elegant engineering of modern inertial navigation appeared first on EDN .

 Scientists Discover Metals That Refuse To Crack at an Astonishing -424°F  - Two experimental alloys resisted cracking at −424°F by forming new crystal defects, offering a possible route to tougher metals for extreme cold. Most metals become stronger as they cool, but some also become more vulnerable to breaking. Iron, tungsten, and chromium belong to a class called body-centered...

 BOK expected to hold rate steady after 2 straight hikes, analyst survey finds  - BOK expected to hold rate steady after 2 straight hikes, analyst survey finds Experts believe there is little reason to raise the key rate with inflation and the exchange rate somewhat stabilized. 10/17/2026 - 11:14 PM

 La Cina scala il packaging  - Utili in forte crescita, fabbriche nuove, debito a tassi agevolati e ora anche nuovo capitale.

 CEO Interview with Dr. Raj Talluri of Kulicke & Soffa  - Dr. Talluri joined K&S in August 2026 as a member of the Board and assumed the role of President and Chief Executive Officer of K&S in September 2026. Prior to joining K&S, Dr. Talluri served as President, Chief Executive Officer and a member of the Board of Directors at Enovix Corporation, a Nasdaq-listed...

 馬斯克預言中國 2028 生產大量 DRAM,衝擊記憶體產業雪上加霜  - 特斯拉執行長馬斯克(Elon Musk)近 的一句簡短留言,將韓國國內的經濟政策討論推升為全球記憶體晶片市場的供應焦點。馬斯克於社群平台 X 上回答一則引述韓國《每 經濟新聞》(Maeil Business Newspaper)專欄的摘要時指出,中國將在2028...

 Perimeter Institute: Where Today’s Theoretical Physics Becomes Tomorrow’s Technology  - Original Article By SemiVision Research [Reading time: 9 mins]

 TSMC Posts Strong Results, Plans 3nm/2nm Expansion  - TSMC beat Wall Street’s expectations for the quarter amid robust demand in the AI chip market