Rohm sees AI server demand lift first-quarter profit 4,825% - Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business drove growth. For the quarter ended June 2026, the Japanese chipmaker posted revenue of JPY135.7 billion, up 16.8% from...
Sequoia Capital's $10 Billion Plan for the AI Economy - Sequoia Capital has backed many of the defining companies of the last half-century, from Apple and Google to Nvidia and SpaceX. Now, co-stewards Alfred Lin and Pat Grady join Bloomberg to discuss the firm's next chapter, why it made a franchise-defining investment in Anthropic, its renewed focus on semiconductors,...
AMD Bought a Chip That Runs One Model - Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy than it sounds.
Model Tracks Bond Front Velocity in Lubrication-Mediated Bonding of Flexible Substrates (imec) - An imec researcher published a technical paper titled “Bond Front Velocity in Lubrication-Mediated Bonding of Flexible Substrates.” Abstract: “Bonding and assembly processes have started to take the centre-stage in semiconductor manufacturing as they enable three-dimensional (3D) stacking and heterogeneous...
Kubos Semiconductors Raises $2.1M: Week in Brief: 8/7/26 - ZEISS Ventures led a €2.2 million ($2.5M) investment in SeeTrue Technologies, a deep-tech company developing miniaturized eye-tracking technology. The investment will enable commercialization of SeeTrue’s ultra-low-power eye-sensing architecture, which is designed for interfaces for smart optical...
Three Osan Air Base student trespassers ordered to be detained - Three Osan Air Base student trespassers ordered to be detained In the ruling, the court said there was a risk of flight and evidence destruction, while dismissing a warrant sought for a fourth protester. 8/7/2026 - 12:19 AM News Team
Thailand and Malaysia: The AI supply chain's hidden beneficiaries (KOR) - Thailand and Malaysia: The AI supply chain's hidden beneficiaries (KOR) The two Southeast Asian markets have exhibited lower volatility: While the Kospi fell 32 percent from its peak, the declines in Thailand and Malaysia were less than half that magnitude. 8/6/2026 - 08:57 PM Opinion Desk
Korea in Race to Keep Chips Edge as China Presses, Minister Says - South Korea risks losing its edge in semiconductors unless it helps chipmakers accelerate investment, as China pours unprecedented resources into the industry and intensifies the global technology race, Industry Minister Kim Jung-kwan said.
Silanna Combines Semiconductor and UV Businesses - Silanna has united its operating companies, Silanna Semiconductor and Silanna UV, under a single corporate identity. The move brings together the company’s expertise in advanced semiconductor technologies and UV LED innovation under one brand.
White Paper: The Semiconductor Foundation of Modern AI Data Centers - Artificial intelligence AI has become one of the most significant drivers of semiconductor innovation in history. While AI applications often receive the most attention, the underlying hardware infrastructure that enables AI consists of a highly sophisticated ecosystem of semiconductor technologies. Modern...
New ‘Shape-Shifting’ Architecture Brings Versatility to Photonic Quantum Computing - Researchers have developed a flexible optical computing system capable of tackling problems beyond the reach of previous designs. The post New ‘Shape-Shifting’ Architecture Brings Versatility to Photonic Quantum Computing appeared first on Semiconductor Digest .
Sponsored Content: Photonics – a key enabling technology in the quantum world - In recent years, the transition of quantum technologies from research labs to industrial applications has been phenomenal. This trend is clearly reflected in public funding, venture capital investments, and patent […] The post Sponsored Content: Photonics – a key enabling technology in the quantum...
TFLN: A Material Platform Reaches an Inflection Point - Thin-film lithium niobate (TFLN) has spent years confined to defense applications and lab demonstrations; G&H's Stratos Kehayas argues it's now graduating into mainstream commercial photonics, driven by a straightforward electrical advantage. The post TFLN: A Material Platform Reaches an Inflection...
Chip Industry Week in Review - Memory density increases; 2026 chip industry revenue to hit $1.65T; imec metrology roadmap; MIT's self-assembled contacts; new U.S. restrictions; IC training; NXP to buy Ambarella?;AI sandbox leaks; memory-centric accelerator; entangled photons. The post Chip Industry Week in Review appeared first on...
Qinetiq teaches cyber security education to 200+ students - QinetiQ has delivered the National Cyber Security Centre’s ‘CyberFirst Advanced’ course to over 200 students across the United Kingdom, helping to upskill and inspire the next generation of cyber and […] The post Qinetiq teaches cyber security education to 200+ students appeared first on Electronics...
IC Cost and Price Model - The IC Cost and Price Model is an end-to-end cost and pricing model for low-power silicon integrated circuits. This model is a manufacturing simulator of wafer fabrication, assembly, and testing. It provides quantitative insights into prices and cost categories including equipment, materials, facilities,...
Magnetic susceptibility of diluted magnetic semiconductors at low carrier densities - We calculate the static longitudinal and the transverse dynamic magnetic susceptibilities of (III,Mn)V diluted magnetic semiconductors , using the random phase approximation, for a simple impurity band model appropriate for the low charge carrier concentration regime. The magnetic susceptibilities are...
AI Chip Startup Taalas Acquired by AMD - AMD plans to use Taalas chips alongside its GPUs for AI inference, likely as an LLM decode accelerator. The post AI Chip Startup Taalas Acquired by AMD appeared first on EE Times .
Roger Grace MEMS report validates the rising role of AI - Dozens of thought leaders in the 2025 Roger Grace MEMS Commercialization Report Card described the dramatically increasing role of AI as MEMS technology has reached mature status after years of growth. The experts' aggregate grade was B-minus, the same as the prior three years.
Trump Order Sets 15% Tariff on Polysilicon, Solar Panels - President Donald Trump ordered new tariffs as well as price floors on imported polysilicon used in semiconductors and solar panels, warning that US reliance on foreign supplies threatens national security.
MACOM Reports Fiscal Third Quarter 2026 Financial Results - LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended July 3, 2026.
Critical Materials Data on Elastomer Seals - This report reviews both top-line and segmented revenues for elastomer seals. We collect data throughout the year on public companies and analyze over 160 total companies that supply the subsystem market. Our analysis process combines historical data, econometric modeling, bottom-up and top-down supply...
Grounded AI: Making Agentic AI Work for Complex Engineering Systems - My podcast guest this week is Jason Ghidella, Sr. Principal Technologist at MathWorks. Jason and I discuss what breaks when you try to use agentic AI in complex engineering systems, where today’s agentic AI tools tend to fall short for engineering teams, and why AI must integrate with simulation, verification,...
One of the Thinnest Transistor Interfaces Yet Could Reshape Future Chips - A sub-nanometer buffer improved atomically thin transistors, pushing future chips closer to silicon’s limits. A transistor channel only one atom thick sounds like an ideal foundation for the next generation of computer chips. But surrounding that channel with the materials needed to control it can erase...
Why software-defined systems require a dynamic data layer - Embedded systems have entered an era of continuous software evolution, so the architectures beneath them need to evolve for the same reality. The post Why software-defined systems require a dynamic data layer appeared first on EDN .
[News] Winbond Says Customers Seek LTAs Through 2030; Adata Expects Even Tighter DRAM Supply in 2027 - Winbond and Adata held earnings calls on Aug. 6, with investors closely watching their outlook for memory prices. According to Commercial Times, Winbond's President and Adata's chairman both remain bullish on the market, citing sustained demand from AI servers, data centers, enterprise storage, and ......
Telechips Returns to Profit in Second Quarter on Strong IVI Chip Sales - Telechips returned to profitability in the second quarter of 2026, driven by increased sales of in-vehicle infotainment (IVI) chips.The company said on Aug. 6 that second-quarter revenue rose 33.6% year over year to 59.2 billion won. Operating profit came in at 3.18 billion won. Operating margin imp
Trump Readies Tariffs and Price Floor to Help US Polysilicon - President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.
