lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

 Semi. Fabs and Clean Rooms
4¼h ago: The semiconductor industry is experiencing accelerated fab construction and cleanroom expansions worldwide, fueled primarily by surging AI demand. TSMC is aggressively expanding capacity across Arizona, Texas, Japan, and Germany while reporting strong September sales, with CoWoS packaging capacity growing faster than expected. SK hynix is speeding up memory fab builds, India’s Tata Dholera project is advancing to cleanroom fit-out with trial production targeted for December 2026, and Chinese equipment makers are benefiting from localized fab growth. Yield and testing bottlenecks are emerging as key concerns amid rising complexity from advanced nodes and AI chips.

 Tech Earnings Loom Large for Hedge Funds Packed Into Dispersion Trade  - Equity option traders will be looking for the market to break out of its inertia as tech company earnings collide with a Federal Reserve meeting and US midterm elections.

 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 .

 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...

 China’s CXMT unveils ‘key progress’ on chip structure pursued by Samsung, SK Hynix  - Memory chip giant says its proprietary transistor design could increase storage density and improve efficiency

 New spinning method builds electronic circuits directly inside soft, washable fibers  - Electronic devices are no longer limited to conventional systems with a screen, keyboard and processing components. Over the past decades, some electronics engineers have been developing thin electronic fibers that could ...

 India's Kaynes Semicon eyes foreign help as it targets $31m revenue  - Goal for chip packaging company comes as it pursues auto, industrial and power sectors

 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 .

 The AI Paradox: Why Cheaper Tokens Could Make Computing Power More Valuable  - Original Article By SemiVision Research [Reading time: 11 mins]

 The Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)  - Too early and too late. Can it be resurrected from the dead?

 GF To Expand German Fab, Rolls Out Next-Gen FD-SOI  - GlobalFoundries (GF) is investing to expand its manufacturing capacity at its Dresden fab site

 Littelfuse Announces Retirement of the EZ80  - Although the demise of the Zilog Z80 processor has long been predicted, it would seem that this moment has finally arrived. The owner of the Zilog name – Littelfuse – …read more

 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...

 🌘 Americas 
🇺🇸  ---  🌑 −

 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 .

 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 .

 Dell's Tailwinds  - Why I drive my agents run from a Dell XPS, and fine-tuned models for Enterprise AI

 They Don't Know the Fear of Money, Why This Recklessness?  - While there are terms like "Dutch disease" and "resource curse," one wonders if the semiconductor windfall might bring about a "Korean semiconductor curse."

 Minister Kim Rejects Coercion Claims, Calls Semiconductor Resolve 'Desperate'

 Kim Jung-kwan backs Honam chip cluster, vows fast-track build in South Korea

 Samsung, SK Hynix to Bear 80% of Honam Semiconductor Power Costs

 LeCun says physical AI opens opportunity as Korea leverages manufacturing strength

 TSMC Procures AI Semiconductor Components Locally in U.S.

 TSMC taps U.S. interposers to speed AI chip packaging shift, pressure Korea

 KOSPI, KOSDAQ Plunge on OpenAI Bubble Fears

 OpenAI jitters spark South Korea selloff as semiconductor stocks slump

 Experts Warn Future Fund's Sustainability Risks From Temporary Tax Revenue

 Korean Industry Competitiveness Declines Without Semiconductors

 Andreessen Horowitz Targets Korea's Semiconductor , Robotics Sectors

 a16z targets South Korea’s semiconductor and robotics investments

 AI Leaders Urge South Korea to Leverage Manufacturing in Physical AI Revolution

 Foreign selling on OpenAI bubble fears sinks South Korea stocks 2%

 LH to Start 86,000 Households, Innovate Public Housing Quality

 KOSPI Plunges 3% Amid Semiconductor Stock Weakness

 LH chief Lee Seong-hun fast-tracks metro housing, upgrades public quality

 Chairman Chung Mong-koo Overcomes Resistance to Establish Hyundai Autron

 AI Exports Boost Economy as Consumption Lags

 South Korea funds 33 private universities to train semiconductor and AI talent

 KDI says Korea’s AI-driven exports and investment rise as consumption lags

 KOSPI Drops 2% on OpenAI Bubble Fears

 KB Securities trims Hyundai Motor target amid strike hit, keeps buy on strength

 Investors may shift focus from semiconductors to higher-growth sectors

 Hana Securities sees Korea sector leadership shift as profit growth slows

 SK Hynix Valuation Discount Widens Against Micron

 Foreign selling and Solidigm rumors widen Micron premium over SK hynix

 KB Securities Lowers Hyundai Motor Target Price

 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...

 CASCI September 2026 — Culpium Executive First Look  - [CASCI] CASCI Composite drops for the first time in 12 months amid supply constraints

 How 'Filter Moore's Law' is doubling revenue for a Taiwan chip filter maker  - Under what the industry terms the "Filter Moore's Law," each process node shrink lowers tolerance for airborne molecular contaminants, causing filtration demand to grow exponentially. For global airborne molecular contamination (AMC) filtration leader Ye Siang Enterprise, that demand is now showing up...

 COSMAC: The Long, True, and Never-ending Story of the World’s First CMOS Microprocessors, Part 2  - After reading Edmund Callis Berkeley’s “Giant Brains or Machines that Think” shortly after it appeared in 1949, Joe Weisbecker decided he wanted to design computers …

 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 .

 光9 、第三季營收雙創高  - AI及高效能運算(HPC)晶片需求持續強勁,帶動先進封裝、測試及電子代工服務(EMS)業務同步成長,封測龍頭 光投控(3711)9 合併營收連續三個 改寫單 新高,第三季營收更一舉創下歷史單季新高,累計前三季營收亦刷新同期紀錄。隨先進封測(LEAP)產能持續擴充,第四季營運動能及明...

 MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity  - As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into the flagship market, putting greater pressure on Samsung Electronics, which is promoting 2-nanometer Exynos chips.

 SawStreet Offers U.S. Backend Services for Win Semiconductors  - Win Semiconductors, a III-V foundry, has added SawStreet to its partner program

 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

 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 .

 A famous quantum effect can finally be predicted in real materials  - In many materials used in modern electronics, including semiconductors such as silicon, interactions among electrons are weak enough that ...

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺21h Nanya Technolog…

51h Taiwan Semicond…

 Insight: Automotive Semiconductor Inventory Ratio Falls to 0.69 in Q2 2026, but Memory Accounts for Most of the Drop  - Automotive semiconductor inventory fell sharply relative to sales in Q2 2026, but the headline ratio hides very different stories by device family. TechInsights analyzed inventory at 11 automotive semiconductor suppliers and modeled inventory across eight device categories plus an “other” category,...

 Luchrome, BTRY, YPlasma, LIOM: Fast Forward Startups #1  - Elektor’s Fast Forward Startup Spotlight series will bring together Luchrome, BTRY, YPlasma and LIOM on 15 October 2026 for a…

 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....

 AMD unveils Helion racks for AI agents at OCP summit  - CPU-only and mixed CPU/GPU configurations due from partners in November

 Kim Dong-seon to Become Hanwha M&S Largest Shareholder  - In August, Hanwha Group spun off Hanwha Corporation to separate its distribution, hotel, and food (lifestyle) businesses from its robotics and semiconductor equipment (tech) sectors, establishing Hanwha

 Frore Systems’ LiquidJet Diamond targets extreme GPU heat  - Frore Systems has introduced LiquidJet Diamond, a liquid-cooling coldplate designed to handle the increasingly concentrated heat generated by AI accelerators.

 Mapping US chip supply chain: China accounts for far more than it appears, report says  - US chip production relies on ‘vulnerable inputs hidden deep in upstream global supply chains’, SIA says

 To save paper, mainframe tech ruined a week of work  - While three bosses looked on, our hero made a very expensive mistake

 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...

 映智非洲政府標案啟動出貨 第四季營運拚回升  - 生物辨識晶片廠映智科技(6563)搶攻國際政府級身分識別市場傳捷報!公司攜手系統整合商取得非洲人口第一大國「國民身分建檔採集系統」專案,9 已開始小量出貨,預計第四季進入出貨高峰。受惠高單價大尺寸指紋模組陸續交付,映智9...

 Inside TSMC, Texas, and the Terafab Tango  - [Exclusive] A look at how talks came to be, and the pace at which Intel is proceeding while TSMC remains in the hunt

 The PAM4 vs PAM6 Dilemma for 448G Copper Interconnects  - and what moving to PAM6 modulation for copper really entails.

 In search of the incredible shrinking quantum sensor  - Infleqtion, Honeywell Aerospace, and the University of California, Santa Barbara are working to skrink the optical cavity of quantum sensors.

 Xiver Obtains Financing For MEMS Foundry Expansion  - ABN AMRO is providing senior debt financing to Xiver, a MEMS foundry vendor based in the Netherlands

 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...