Semi. Fabs and Clean Rooms 59s ago: Micron's Boise ID1/ID2 fabs advancing with staged cleanroom equipping amid ~$50B investment. TSMC Arizona campus at $265B scale with Fab 1 in production, Fab 2/3 progressing and extra $100B committed. Samsung Texas first fab late-2026 target, second foundations poured, no major supply before 2028. Memory shortages expected to worsen into 2027-2028 due to HBM demand; disciplined tooling emphasized. Tesla Giga Texas chip fab foundations nearly complete.
BOK expected to raise 2026 growth outlook to over 3% - BOK expected to raise 2026 growth outlook to over 3% Economists expect the Bank of Korea to lift its growth forecast for this year due to increasing semiconductor exports and domestic demand. 8/23/2026 - 12:02 AM
Analysis: Power SiC Capacity and Technology Roadmaps - This report examines how the SiC power semiconductor industry is transitioning from a period of supply constraints and aggressive expansion to one defined by excess capacity, pricing pressure, and growing competition. It analyzes the complete SiC value chain, from crystal growth and wafer manufacturing...
Technical Report: Winbond JAA124 20 nm 4Gb LPDDR4X Memory Floorplan Analysis - A Memory Floorplan Report (MFR) delivers a detailed analysis of a device’s floorplan architecture, supported by optical, X-ray, SEM cross-sectional, and SEM bevel imaging. The report includes an executive summary of key findings along with process-node and foundry identification, critical dimension...
Chip Selloff Extends to Asia as Samsung, SK Hynix Slump - A global selloff in semiconductor stocks deepened as investors retreated from one of the year’s hottest trades. Shares of Samsung and SK Hynix slumped more than 7% in Seoul after losses in US chipmakers sent the Philadelphia Semiconductor Index down 5% on Tuesday. Bloomberg's Winnie Hsu has the details....
WD and Tohoku University Launch AI Data Infrastructure Lab to Accelerate the Future of AI Storage - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Joint research institute brings together industry-leading data storage expertise and world-class academic research to develop innovative technologies and cultivate...
Intel Eyes a Memory Comeback as AI Rewrites Chip Economics - Intel is considering a return to memory technology decades after abandoning mainstream DRAM and, more recently, selling its NAND business. Chief executive Lip-Bu Tan has argued that memory should no longer be viewed simply as a low-margin commodity. Artificial intelligence is turning bandwidth, latency...
CEO Interview with Sumeet Kumar of Innatera - Dr. Sumeet Kumar is CEO of Innatera , the pioneering Dutch neuromorphic processor company. Dr. Kumar was previously with Intel and Indrion Technologies, and has spent his career in microprocessor development. He co-founded Innatera in 2018 as a spin off from the Delft University of Technology.
TR46: AI Mandate of Heaven 2026 - TR46: AI Mandate of Heaven 2026 So it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.
Weak demand hits Korea’s niche loans - Weak demand hits Korea’s niche loans Loans backed by churches, frozen seafood and cattle are losing momentum as Korea’s domestic economy weakens. 8/21/2026 - 11:17 PM News Team
How TSMC Is Wiring the AI Era With Light - TSMC’s photonics strategy is centered on integrating optical input-output with advanced logic, rather than selling conventional optical transceivers as standalone products. The company is developing a silicon-photonics foundry platform and a packaging architecture called TSMC-COUPE , or Compact Universal...
Hua Hong, Kingboard, Zijin Gold May Join Hong Kong’s Stock Index - Hang Seng Indexes Co. may add chipmaker Hua Hong Grace Semiconductor Ltd., AI-related firm Kingboard Laminates Holdings Ltd. and miner Zijin Gold International Co. to Hong Kong’s equity benchmark, according to analysts.
Exotic Materials Adding Cost To Semis - 19 years ago the chip industry was facing a similar problem to today – the need for, and rising cost of, exotic materials. ‘Semiconductor firms are facing critical pricing choices […] The post Exotic Materials Adding Cost To Semis appeared first on Electronics Weekly .
Iran war deadlock gave ASML reprieve from US China crackdown - ASML won a reprieve in Washington as US political infighting over the war with Iran has stalled legislation that could have further restricted the Dutch lithography giant’s movement in China.
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Don't spend all the semiconductor tax windfall - Don't spend all the semiconductor tax windfall Korea's semiconductor tax windfall should build long-term resilience, not fuel unchecked spending and fiscal-policy conflict. 8/23/2026 - 11:01 AM Opinion Desk
State's Duty to Taxpayers: Courtesy in Collection - While the public is aware of the massive surplus tax revenue expected from the semiconductor industry boom, the government has not explained why additional tax hikes are necessary.
Austrian mountain town finds niche in AI boom - Nestled in the wooded hills of Austria's Styria region, the town of Leoben oozes tradition with its pastel-colored buildings and quaint central square boasting a 13th-century church.
Qnity Appoints Semiconductor Finance Veteran Ken Rizvi Chief Financial Officer - Qnity Electronics, Inc. today announced that it has appointed Ken Rizvi, a seasoned semiconductor finance executive, as Senior Vice President and Chief Financial Officer, effective October 1. The post Qnity Appoints Semiconductor Finance Veteran Ken Rizvi Chief Financial Officer appeared first on Semiconductor...
Scientists Turn an Overlooked Chip Layer Into a Powerful New Light Source - A layer once dismissed as mere support has transformed a tiny photonic chip into a powerful generator of new light frequencies. A laser usually produces one narrow color of light. A device small enough to sit on a fingertip can turn that single input into hundreds of precisely spaced frequencies, creating...
Compact BIC Lasers Provide High Purity Linearly Polarized Light On-Chip - A new approach to engineering high-purity, linearly polarized emission from a compact bound-state-in-the-continuum (BIC) laser could lead to high-performance, miniaturized polarization light sources for a wide range of applications. The ability to access linearly polarized emission through miniaturized...
