Coherent's Vertical Integration Strategy - Coherent makes more of the optical stack in-house than any competitor. We walk through the business, the growth vectors, and whether breadth beats depth.
Fujitsu to develop 1.4nm NPU - Fujitsu has applied to Japan’s New Energy and Industrial Technology Development Organisation (NEDO) to join a project to design and fab a 1.4nm NPU. The chip would be fabbed by Rapidus at its second fab which is targeting 1.4 nm production and is due to start construction in FY 2027 for first production...
Texas Instruments to webcast Q1 2026 earnings conference call - Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its first quarter earnings conference call on Wednesday, April 22, at 3:30 p.m. Central time. Haviv Ilan, chairman, president and...
What is the EDA problem worth solving with AI? - Here is a sneak peek at the AI content in EDA and how it comprises four camps, all missing the real opportunity. The post What is the EDA problem worth solving with AI? appeared first on EDN .
Arm Makes Chips! - Is Arm getting its hands on its customers' business?
Unraveling DRAM SAQP Process Complexity with Monte Carlo Virtual Fabrication - In DRAM SAQP, small process variations can compound into pitch walk and, with LER, create line-bridge defects. Monte Carlo virtual fabrication reveals these interactions to tighten process windows and reduce wafer experimentation.
Secure your seat at the Women Leaders In Electronics Awards 2026 - The date is fast approaching for the Women Leaders In Electronics Awards 2026 in central London: Wednesday 29 April, at One Moorgate Place. It’s time to secure your seat at the event that recognises and showcases women’s work and impact in the electronics industry! As well as the awards themselves,...
[News] Kioxia Reportedly Exits 2D NAND Market, Phasing Out Floating Gate and BiCS FLASH Gen 3 in 2028 - Please note that this article cites information from TechNews and The Elec. Shortly after its earlier announcement to discontinue thin small-outline package (TSOP) products in late May, Kioxia China, according to TechNews, issued another end-of-life notice to customers on March 31, stating that it......
Lightning-resistant TVS diodes safeguard avionics - Two TVS diode series from Littelfuse provide DO-160 Level 5 lightning protection for avionics, military, and other mission-critical systems. The post Lightning-resistant TVS diodes safeguard avionics appeared first on EDN .
[News] Intel Moves to Reclaim Ireland Fab From Apollo in $14.2B Buyback Amid CPU Demand Strength - Backed by support from the U.S. government and major chip players including NVIDIA, Intel is stepping up efforts to revive its manufacturing strategy amid resilient CPU demand. As it now positions its 18A node for potential external customers, the company is also reclaiming full ownership of its Ire......
Real‑Time Gas Analysis in Research - Applications 31 Mar 2026 Real‑Time Gas Analysis in Research On‑site, rapid measurements with Micro GC Fusion help researchers track fast‑changing reactions.
Evaluating Memory Hog Cycles in the AI Era - Why AI demand adds a structural floor that transforms the typical memory cycle into a strong demand signal that is here to stay.
2025 Raspberry Pi revenues up 25% YoY - Four million Raspberry Pis were shipped in H2 2025, and a total of 7.6 million for FY 2025, up 9% over FY 2024. Revenue was $323 million – up 25% YoY. EBITDA was $46.4 million, up 25% over FY 2024, supported by strengthening demand and favourable unit economics through H2. The gross profit per unit...
[News] China’s DDR5 Price Drop Driven by Secondary-Market Modules; Impact Confined to Niche Channel - The recent DDR5 price correction in China’s retail market has triggered heated debate, with Calian Press reporting sharp spot-price declines of around 30% in Shenzhen’s Huaqiangbei Electronics Market, a key electronics trading hub. However, industry sources suggest the prices quoted by retailers......
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook - As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility...
CapEx Up for Foundry, Memory - Semiconductor Intelligence estimates total semiconductor industry capital spending (CapEx) was $166 billion in 2025, up 7% from 2024. We estimate 2026 CapEx will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2025 with $40.9 billion in CapEx, 25% of the total. TSMC projects 2026 CapEx…...
Why Co-Packaged Optics Should be Viewed as an Architectural Commitment (UW-Madison, MIT et al.) - A new technical paper, “3D optoelectronics and co-packaged optics: when solving the wrong problems stalls deployment,” by the University of Wisconsin, MIT, and Invictus Innovation EV Technology. Abstract “The rapid growth of AI and accelerator-driven workloads is forcing a fundamental rethinking...
Latest issue of Semiconductor Today now available - For coverage of all the key business and technology developments in compound semiconductors and advanced silicon materials and devices over the last month
High-Performance Ultra-Low-Power AI MCUs Running at Only 0.3V (Eeek!) - When I was 10 years old, my parents decided I was old enough and responsible enough to catch the bus to school (silly parents). This was in England in the 1960s. We didn’t have dedicated school buses (unlike the bodacious yellow beauties in America); instead, we used standard buses with regular passengers...
The truth about AI inference costs: Why cost-per-token isn’t what it seems - To understand what's really happening, we need to look at the full system, specifically total cost of ownership of an AI inference deployment. The post The truth about AI inference costs: Why cost-per-token isn’t what it seems appeared first on EDN .
The Day “No Signal” Died: 5G Meets Satellites - It’s funny how casually we use the word “connectivity” these days, as though it’s always been part of the conversation. However, speaking as someone who was a small (but perfectly formed) lad in the 1960s, I can assure you that it most certainly wasn’t. Back then, things didn’t “connect”...
Moving Electrons, Not Just Vehicles - Why smarter charging, battery management, and power conversion are now the real differentiators in EVs and edge systems. The post Moving Electrons, Not Just Vehicles appeared first on Semiconductor Engineering .
One MediaTek: Evolving Our Brand for the AI Edge to Cloud Future - At MediaTek, our mission has always been to make great technology accessible, enhancing and enriching life for all. That hasn’t changed. What has changed is the scale of what we do. Today, MediaTek powers everything from the smartphone in your pocket to the data center infrastructure running the......
ASBOtech Makes A Real-World Useful Smart Ring - At MWC this year, ASBOtech showed off what SemiAccurate considers to be the first useful wearable device. Read more ▶ The post ASBOtech Makes A Real-World Useful Smart Ring appeared first on Semiaccurate .
Navigating the Landscape of Direct Lithium Extraction Technologies - Direct lithium extraction (DLE) technologies will be critical in achieving fast, efficient, and sustainable lithium production in order to meet battery demand. This article highlights the different types of DLE technology, how they compare to each other, and which technologies are anticipated to see greater...
Preparing For The Multiphysics Future of 3D ICs - Multiphysics challenges in 3D ICs involve managing the combined impacts of electrical, thermal, and mechanical phenomena, which are more complex than in 2D IC designs. The post Preparing For The Multiphysics Future of 3D ICs appeared first on Semiconductor Engineering .
Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8 - Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process technologies.
ESA awards OHB Sweden the EPS‑Sterna constellation contract - The European Space Agency (ESA) has selected OHB Sweden to build 20 small satellites for the EUMETSAT Polar System – Sterna (EPS‑Sterna) constellation. EUMETSAT is the European Organisation for the Exploitation of Meteorological Satellites. The programme will also involve AAC Omnisys, a subsidiary...
Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale - The first quarter of 2026 has marked a decisive shift in how Taiwan's semiconductor equipment sector is valued. While February's accumulated revenue rankings continue to reflect the operational momentum of the early AI upcycle, capital market performance through March suggests that investors are no longer...
Marvell Recognized in Singapore Top 300 Index - Marvell was named as one of the top 300 companies in Singapore . This honor recognizes Marvell as a distinguished global company and desirable workplace for local talent to grow their careers. The Singapore Opportunity Index (SOI) is a national, government backed program that evaluates about 1,500 employers...
The Chip Insider®– The Iran War’s Helium disconnect: Impactful or nothing burger? - One of the big problems for the semiconductor industry emerging out of the Iran War is the inability to get Helium through the Strait of Hormuz… The strategic question is, how impactful is Qatar’s helium disconnection from the world likely to be on semiconductor sales this year?
