Semi. Fabs and Clean Rooms 3h ago: India is rapidly expanding its semiconductor footprint with three plants already in commercial production and plans for up to 8 new fabs. SK hynix is heavily investing in HBM capacity due to AI demand outrunning supply. Samsung C&T reported strong earnings from its semiconductor fab construction business. Intel raised $20B for fab expansion while TSMC customers co-fund capacity.
Jeju Semiconductor Second-Quarter Operating Profit Jumps 2,745% - Jeju Semiconductor Corp. reported second-quarter revenue of about 290 billion won and operating profit of about 120 billion won. The figures increased about 467% and 2,745%, respectively, from a year earlier. The company’s official English name is Jeju Semiconductor Corp.According to Jeju Semiconduc...
Strategic Cost and Price Model - The Strategic Cost and Price Model is the world’s most detailed cost and price model of 300mm wafer fabs. The model provides a database of Fabs for targeted companies, a technology roadmap for DRAM, Logic, and NAND into the 2030s with process flows, cost and price estimates, and equipment and materials...
Situational Awareness Boosted Micron, Sandisk Ahead of Turmoil - Situational Awareness increased its exposure to semiconductor firms Micron Technology Inc. and Sandisk Corp. in the second quarter, while the hedge fund cut options positions against Nvidia Corp., Broadcom Inc. and Advanced Micro Devices Inc.
Sony Semiconductor and TSMC Establishing Joint Venture - Sony Semiconductor Solutions and TSMC have entered into a legally binding agreement to establish Advanced Semiconductor Manufacturing Corporation as a joint venture in Koshi City, Japan. The joint venture will serve as a core hub for the development...
ISS National Laboratory selects startups for Orbital Edge Accelerator - The International Space Station (ISS) National Laboratory has announced eight early-stage startups selected for the 2026 Orbital Edge Accelerator programme. The accelerator provides the selected startups with access to low […] The post ISS National Laboratory selects startups for Orbital Edge Accelerator...
Secrets of oscilloscope time measurements - Oscilloscopes utilize both hardware and software to enhance time measurement resolution. Happily, most of the processing is transparent. The post Secrets of oscilloscope time measurements appeared first on EDN .
ASSBs moving to pilot production - ASSB Technology Readiness Levels (TRLs) have advanced significantly in 2026, reports TrendForce, with Toyota, Honda, Nissan, and Samsung among the companies leading the way with pilot line production. Japanese suppliers […] The post ASSBs moving to pilot production appeared first on Electronics Weekly...
Narrative - China Smartphone Vendor and OS Marketshare - Q2 2026 - China's smartphone shipments declined year-over-year (YoY) by 3.0% in Q2 2026 amid memory chip shortage and macroeconomic headwinds, including stagnant income, job, and real estate markets. Continued subsidies benefited smartphone sales, but no longer favor the annual comparison. Memory cost surges subdued...
Natural van der Waals silicates as hosts for telecom quantum emitters: the case of erbium-doped talc - …ion is among the most promising solid-state single photon emitters and spin-photon interfaces for quantum networks, emitting directly in the telecom C-band in many host semiconductors . Recently, the search for scalable, low-noise host materials turned toward atomically thin and van der Waals materials...
Scanning for Lifesigns with ESP32 and Raspberry Pi - It’s a sci-fi trope that you can ‘scan for life signs’ and detect if there are humans — or suspiciously human-shaped aliens — present, but in real life it’s harder …read more
Ocypus Sigma L36 Pro Review: How is this LCD AIO so cheap? - The Ocypus Sigma L36 Pro is a high-performance AIO that includes a fancy 3.5-inch display and a low price tag. We’ve tested this liquid cooler paired with AMD’s Ryzen 9 9950X3D CPU to benchmark thermal efficiency.
China Aid for Key Sectors Can Feed Trade Tensions, ECB Blog Says - Chinese subsidies for strategic industries are boosting exports in those areas, according to European Central Bank research that adds to an intensifying debate among the region’s policymakers about such practices.
Scientists Steer Infrared Light Through an “Invisible” Waveguide - The discovery could advance integrated photonics, on-chip optical signal transmission, and future quantum technologies. A nanoscale gold antenna placed on a crystal can send infrared light along one narrow route, even though no physical waveguide has been carved into the material. Researchers at the 4th...
Six Five Pod Ep. 314: TeraFab, Memory's Comeback, and the Custom Silicon Debate - Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for “The Flip” over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode...
SPIE Accepting Applicants for 2027 SPIE Startup Challenge: Week in Brief: 8/14/26 - Sivers Semiconductors, a provider of photonics and wireless technologies, and SemiNex Corporation, a laser technology developer, established a program for next-generation indium-phosphide (InP) light sources for AI data center interconnects. The...
ASML’s Path to Lithography Dominance—and the Coming Maskless Revolution - ASML’s dominance was not born from a single invention. It emerged from four decades of systems engineering, supplier orchestration, and repeated bets on lithographic transitions that competitors judged too expensive. Founded in 1984 as a Philips–ASM joint venture, the Dutch company first differentiated...
Water strategy becomes urgent as extreme droughts become routine (KOR) - Water strategy becomes urgent as extreme droughts become routine (KOR) As extreme droughts become more frequent, Korea must build resilient water infrastructure and maintain long-term policies beyond political shifts. 8/13/2026 - 08:44 PM Opinion Desk
Flytech posts record second-quarter profit on AI demand, margin gains - Industrial PC maker Flytech Technology reported another record quarterly profit in the second quarter of 2026, driven by deeper penetration into end-market applications, stronger demand for AI software and site computing upgrades, and continued operating leverage. The Americas delivered the largest regional...
Nanoprobing for Semiconductor Failure Analysis - Nanoprobing is an advanced electrical characterization and fault-localization technique used in semiconductor failure analysis to directly investigate individual transistors, contacts, vias and interconnect structures inside an integrated circuit. Instead of relying only on package-level electrical measurements,...
Build Your Own DRAM Supply Model - Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
Chip Suppliers Need a Carbon Strategy - While federal mandates on assured greenhouse gas reporting have stalled, California’s SB 253 is now in effect, requiring billion-dollar corporations doing business in the state to transition rapidly to rigorous, auditable greenhouse gas reporting. This mandate triggers a "domino effect" upstream, forcing...
Insight: GM's Own-Less, Contract-More Reset: A Battery JV Exit and a $4.5B Parts Backstop - In one week, GM exited its Samsung SDI battery joint venture, extended its SAIC partnership to 2047, and set up a $4.5 billion facility to pre-position critical parts. The pattern is deliberate: GM is trading owned supply assets for contracted access, shifting capacity risk onto its cell partners while...
Sunlight-Driven Quantum Entanglement Offers Alternative to Laser Sources - For the first time, researchers showed that solar light can be used to generate quantum-entangled photon pairs. The proof-of-principle demonstration challenges the long-held scientific belief that lasers provide the only suitable light source for...
X-Ray Inspection for Semiconductor Package Failure Analysis - Many important semiconductor package defects are completely hidden from optical inspection. A solder ball can contain a void. A bond wire can be broken inside an encapsulated package. A die-attach layer may contain large areas of voiding. A package substrate can contain an open trace, and an advanced...
Intel at a Memory Crossroads, Again - The CPU specialist heeds a memory comeback while memory chips transform from commodity to AI gold rush. The post Intel at a Memory Crossroads, Again appeared first on EE Times .
Chip Industry Week In Review - Lam Research and ASE expansions; data center shifts; CPO system architecture initiative; 2D-transistor interface solution; USENIX HW security; patent suits; image sensors; programmable AI memtransistor; Nvidia's new plan; earnings. The post Chip Industry Week In Review appeared first on Semiconductor...
