Semi. Fabs and Clean Rooms 2¼h ago: The semiconductor industry in October 2026 is marked by aggressive fab capacity expansion and cleanroom buildouts, particularly in India where Tata’s Dholera project is in cleanroom fit-out with trial production targeted for December 2026 and broader Semicon 2.0 investments exceeding ₹5 lakh crore. Memory giants are reallocating wafer starts toward high-margin HBM for AI, creating a forecasted 4.9% DRAM undersupply and driving DDR5 price spikes. Yield management is evolving with AI-driven adaptive process control, virtual metrology, and extended robot bearing lifecycles to maximize output from existing tools, while test bottlenecks in advanced packaging (HBM, CPO) are spurring new equipment demand. Overall, the sector is transitioning from announcements to commercial output amid tight supply dynamics and tech self-reliance pushes in Asia.
Polar Collaborates with IC-Link by imec to Manufacture 8-inch GaN Technology - BLOOMINGTON, Minn., USA and Leuven, Belgium, October 12, 2026 – Polar Semiconductor, LLC (“Polar”), a U.S.-owned and operated foundry specializing in high-voltage, power, and sensor technologies, and IC-Link by imec, imec’s design and manufacturing service, today…
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack - In this episode of The Circuit, Ben Bajarin and Jay Goldberg kick off a packed conference week (Semicon West, Applied Materials' EPIC Center launch, and the sold-out OCP Summit) before diving into Marvell's upbeat Analyst Day in New York. They examine how Marvell has shifted its narrative beyond Amazon...
Gadget Watch: Sixfab AI HAT+ for Raspberry Pi 5 - Thanks to the Raspberry Pi team highlighting this one: the Sixfab AI HAT+ for Raspberry Pi 5, a third-party AI accelerator board built around the DEEPX DX-M1M NPU. The post Gadget Watch: Sixfab AI HAT+ for Raspberry Pi 5 appeared first on Electronics Weekly .
JP Morgan Favors Shorter-Term Bonds Amid Rate Risks - Woo remarked, “South Korea is benefiting from the semiconductor cycle, and its bond yield trends are attractive. Taiwan is a key beneficiary of expanded AI investments.”
Startup Funding: Q3 2026 - 80 startups raised $8.5B in Q3, with big hauls by companies tackling data movement and memory. The post Startup Funding: Q3 2026 appeared first on Semiconductor Engineering .
Rapidus Launches CORE Ecosystem to Support 2nm Chip Development and Manufacturing - As part of its first phase, Rapidus announced the formation of Design Solution Associates to help customers support early-stage design for Rapidus’ advanced 2nm semiconductor foundry. The post Rapidus Launches CORE Ecosystem to Support 2nm Chip Development and Manufacturing appeared first on Semiconductor...
Jury still out in Qualcomm vs Arm case - After four hours deliberation yesterday the jury failed to come to a conclusion in the Qualcomm versus Arm law case. It will reassemble to continue is deliberations on Tuesday. The […] The post Jury still out in Qualcomm vs Arm case appeared first on Electronics Weekly .
Exclusive: Over 3,000 Hong Kong investors enter Korean market as city ranks second-largest net buyer - Exclusive: Over 3,000 Hong Kong investors enter Korean market as city ranks second-largest net buyer About 3,500 Hong Kong retail investors entered Korea’s stock market through Hana Securities accounts, helping Hong Kong become the second-largest foreign net buyer of Korean equities this year. 10/12/2026...
CTO Interview with Dr. Zakir Syed of ClockEdge - Dr. Zakir Syed is Co-founder and Chief Technology Officer of ClockEdge, where he has played a central role in developing specialized simulation technology for advanced semiconductor clock networks. He brings more than 30 years of experience in electronic design automation and semiconductor verification....
Dell's Tailwinds - Why I drive my agents run from a Dell XPS, and fine-tuned models for Enterprise AI
Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled - Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up to 12,288 accelerators into a single superpod. The company says the system is built for cloud-scale agentic inference, and...
Samsung could unseat SK Hynix as HBM leader in 2027 - Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited DRAM production capacity, according to forecasts presented at an October 6 semiconductor industry forum in Seoul.
UK’s Drone Test Centre gets new NADIC facility - The UK’s Drone Test and Development Centre (DTDC) – at Westcott Venture Park near Aylesbury – is getting a new facility dubbed the National Autonomy and Drone Innovation Centre (NADIC). […] The post UK’s Drone Test Centre gets new NADIC facility appeared first on Electronics Weekly .
Lee Jae Myung was favored by fate. Why fear life after office? - Lee Jae Myung was favored by fate. Why fear life after office? President Lee should abandon efforts to withdraw charges and govern as a leader who unites Korea. 10/11/2026 - 11:01 AM Opinion Desk
Baddow Researchers Develop Germanium Mesa Transistors - AMONG the 1,000 workers at the Baddow Research Centre of Marconi’s Wireless Telegraph Company is a group working on semiconductor research. So, 65 years ago, started a story in Electronics […] The post Baddow Researchers Develop Germanium Mesa Transistors appeared first on Electronics Weekly .
SUSS Introduces GreenTec Wafer-Cleaning Platform at SEMICON West - SUSS MicroTec SE, a supplier of equipment and process solutions for the semiconductor industry, today announces its entry into the wafer-level cleaning market with the launch of the new GreenTec Solutions product line and the introduction of its first system, the GT200. The post SUSS Introduces GreenTec...
Applied Materials Bets $5B on a New Model for Chip Innovation - Applied Materials’ $5 billion EPIC Center brings chipmakers, equipment suppliers, and researchers together to accelerate semiconductor R&D and commercialization. The post Applied Materials Bets $5B on a New Model for Chip Innovation appeared first on EE Times .
Chips&Media targets AI memory bottlenecks with new compression IP - Chips&Media has announced a data compression technology aimed at one of the constraints in artificial intelligence hardware: moving data fast enough to keep processors busy. The South Korean semiconductor intellectual property supplier says its new Feature Map Compression IP marks an expansion beyond...
The secret life of ferrite bead: More than just a lump on a wire - A ferrite bead isn’t just a mysterious black cylinder; it can be an engineer's secret weapon for turning pesky high-frequency noise into harmless heat. The post The secret life of ferrite bead: More than just a lump on a wire appeared first on EDN .
Windows Goes Hybrid, Marvell’s $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 - On Episode 323 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including Microsoft and NVIDIA’s hybrid intelligence push for Windows, Marvell’s Investor Day, new models from Anthropic, Mistral, and Reflection, the AI labs’ accountability hearings...
Security Becomes a Sign-off Item - Europe’s CRA turns chip security into auditable sign-off, pushing silicon teams to prove resilience before 2027. The post Security Becomes a Sign-off Item appeared first on EE Times .
CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals - China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based on its new 4F² DRAM architecture by the end of 2026, advancing its efforts to increase memory density and compete in the higher-value server market.
CEO Interview with Lieuwke de Jong of Sweet Atoms - Lieuwke de Jong is a globally experienced executive and entrepreneur who operates at the intersection of industry, government and innovation. His career spans defense-aligned sectors, aerospace, energy, life sciences and advanced materials and he is known for connecting stakeholders across government,...
How to Choose the Right Arm CPU Core for ASIC - body{font-family:Arial,Helvetica,sans-serif;color:#222;line-height:1.72;margin:0;background:#fff} article{max-width:900px;margin:0 auto;padding:18px 18px 48px} h1{font-size:38px;line-height:1.18;margin:0 0 20px} h2{font-size:28px;line-height:1.3;margin:36px 0 14px} h3{font-size:21px;line-height:1.35;margin:24px...
Hyper-NA EUV: The Next Frontier in Chipmaking Could Arrive in 2036 - EUV has long been an interesting story. We have written 200+ articles on EUV and they just keep on coming. Thankfully the premier lithography conference is right here in Silicon Valley. SPIE began in 1955 as the Society of Photographic Instrumentation Engineers, bringing together engineers using scientific...
