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 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

73h Wolfspeed,

66h Analog Devices

↺95h Coherent2.8% beat 🟢

↺5d Lumentum0.8% beat 🟢

 Semi. Fabs and Clean Rooms
-2½h ago: Recent posts show India’s semiconductor expansion accelerating with three facilities now in commercial production and exports underway, while 12 projects worth over ₹1.64 lakh crore approved. TSMC is rushing CAP7 and Nanke AP8 cleanrooms plus advanced packaging facilities, scaling capacity toward 20k wafers/month by year-end for NVIDIA demand. Samsung C&T reported strong fab construction earnings, though cleanroom availability is emerging as a key constraint.

 Semiconductor Failure Analysis Services | Find an IC Failure Analysis Lab  - Need semiconductor failure analysis services? AnySilicon helps semiconductor companies, fabless companies, IDMs, electronics manufacturers and engineering teams identify failure analysis laboratories with the equipment and expertise required to investigate IC, wafer, die and semiconductor package failures....

 Scanning for Lifesigns with ESP32 and Raspberry Pi  - It’s a sci-fi trope that you can ‘scan for life signs’ and detect if there are humans — or suspiciously human-shaped aliens — present, but in real life it’s harder …read more

 삼성전자, 기흥 신규 R&D팹 '파운드리' 활용 추진…엔비디아 수요 선제 대응  - 삼성전자가 기흥에 구축 중인 차세대 반도체 연구개발(R&D) 단지 용도를 변경할 예정이다. 현재 해당 라인은 파운드리 생산능력 확대에 활용하기로 가닥을 잡은 것으로 14일 파악...

 China Aid for Key Sectors Can Feed Trade Tensions, ECB Blog Says  - Chinese subsidies for strategic industries are boosting exports in those areas, according to European Central Bank research that adds to an intensifying debate among the region’s policymakers about such practices.

 Situational Awareness Boosted Micron, Sandisk Ahead of Turmoil  - Situational Awareness increased its exposure to semiconductor firms Micron Technology Inc. and Sandisk Corp. in the second quarter, while the hedge fund cut options positions against Nvidia Corp., Broadcom Inc. and Advanced Micro Devices Inc.

 Scientists Steer Infrared Light Through an “Invisible” Waveguide  - The discovery could advance integrated photonics, on-chip optical signal transmission, and future quantum technologies. A nanoscale gold antenna placed on a crystal can send infrared light along one narrow route, even though no physical waveguide has been carved into the material. Researchers at the 4th...

 Marc Eichhorn Joins Fraunhofer IOSB: People in the News: 8/12/26  - Marc Eichhorn has joined the management team of the Fraunhofer Institute of Optronics, System Technologies, and Image Exploitation (IOSB). He will co-lead Fraunhofer IOSB alongside executive director Jürgen Beyerer. According to Fraunhofer...

 Standards and AI will shape-shift EDA  - As AI and machine learning are getting more and more integrated into the EDA workflows, there are new challenges emerging around areas such as interoperability, data exchange, trust, and reproducibility. […] The post Standards and AI will shape-shift EDA appeared first on Electronics Weekly .

 Semiconductor Equipment Shifts To Build-to-Print Manufacturing  - Semiconductor equipment OEMs look to build-to-print for greater capacity. The post Semiconductor Equipment Shifts To Build-to-Print Manufacturing appeared first on EE Times .

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺 ---  ☀️ +

↺66h Innolux

↺6¾d Shenzhen Longsy…86% beat 🟢

41m: Concrete Overlay Mortars Market to Reach 170 Index by 2035 on Semiconductor Fab Capex

55m: Coalescent Filter Elements Market Growth to 2035 Driven by Semiconductor Air Purity Standards - News and Statistics

2½h: Diodes Posts Sixth Consecutive Quarter Of Double-Digit Revenue Growth As AI Server Content Expands

3¼h: A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

3¼h: AI Boom Boosts ASML Holding's Lithography Business: What's Ahead?

3½h: University of Minnesota finds iron ore route to semiconductor material

4¾h: Phosphate-Based Inhibitor Compounds Market to Reach 165 Index by 2035 on Semiconductor Fab Expansion

4¾h: Fiber Optic Illuminator Modules Market Growth to 2035 Driven by Semiconductor Wafer Inspection - News and Statistics

5h: Metering Valves for Gases Market Growth Driven by Semiconductor Fab Expansion Through 2035 - News and Statistics

5¼h: Swagelock Style Tube Fittings Market to Reach 160 Index by 2035 on Semiconductor Fab Expansion

5¼h: Cryogenic Valve Packing Market Growth Forecast to 2035 Driven by LNG and Hydrogen Projects - News and Statistics

5¼h: Stanley Druckenmiller’s Big Bet: New Broadcom, Intel and Arm Stakes in One Quarter

5½h: Microscope Eyepiece Lens Sets Market to Reach 165 Index by 2035 on Semiconductor Metrology Demand

5¾h: Polytetrafluoroethylene Laminated Barriers Market to Reach 158 Index by 2035 on Semiconductor Fab Expansion

6h: $3 billion investment to boost US chip firm’s research capacity by 50%

6¼h: Fast Acting Instantaneous Fuses Market Semiconductor Expansion Drives 4.6% CAGR to 2035 - News and Statistics

6¼h: TSMC's $265 billion Arizona bet signals a structural shift in how enterprises will source advanced chips

6¾h: Direxion Daily Semiconductor Bull 3X ETF (Backpack Securities) Analytics

6¾h: Direxion Daily Semiconductor Bull 3X ETF (Backpack Securities)

7h: LAL Test Water Validation Standards Market Growth to 2035 Driven by Electronics Sector Adoption - News and Statistics

7¼h: Pin Gage Calibration Sets Market Growth Driven by Semiconductor Fab Expansion Through 2035 - News and Statistics

7¼h: Should You Buy Taiwan Semiconductor Stock Below $440? Here's What History Says.

7½h: PM Modi inaugurates Micron Technology’s Semiconductor plant at Sanand in Gujarat

8h: State of Wyoming Invests $3.15 Million in Lattice Semiconductor Corporation $LSCC

 Kim Min-seok Secures Honam Majority, Narrow Capital Win  - said, “Party members resonated more with Kim’s stance of stabilizing relations between the party and the administration to support policies of the Lee Jae Myung administration, such as the Honam Semiconductor

 How Coherent Can Earn Investor Confidence  - Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next.

 RISC-V : What Really Matters  - Readers may have seen the recent post from Dmitri Grinberg RISC-V: They Should Have Known Better which sets out, at some length, his criticisms of the ISA.

 黃崇仁驟逝 力積電老臣接棒拋「3個不變」 近70萬股民最在乎的卻是這件事  - 力積電董事長黃崇仁於7 31 逝世,享壽76歲。這位半導體老將的謝幕,讓力積電正式走進新階段。 8 4 ,經營團隊舉行記者會穩定市場信心,由總經理朱憲國強調「3個不變」,包括營收表現向上不變、經營團隊不變、未來經營方向不變,並承諾穩健經營,朝向「...

 Common Earth Project Aims to End Chip Supply Chain Bottlenecks  - Michigan researchers seek ways to make chips without rare earths and other problematic materials

 Jeju Semiconductor Second-Quarter Operating Profit Jumps 2,745%  - Jeju Semiconductor Corp. reported second-quarter revenue of about 290 billion won and operating profit of about 120 billion won. The figures increased about 467% and 2,745%, respectively, from a year earlier. The company’s official English name is Jeju Semiconductor Corp.According to Jeju Semiconduc...

 Huawei Pura 90 Pro Max (SCA-AL00) Deep Dive Teardown  - The Huawei Pura 90 Pro Max is a high-end mobile purchased from the Chinese market. The Huawei Pura 90 Pro Max is designed with a Kirin 9030S. The Huawei Pura 90 Pro Max features a 200 MP Periscope camera with a 1/1.28" sensor. A Deep Dive report is a detailed product disassembly analysis that examines...

 Podcast EP360: IDA Ireland’s Role to Expand Ireland’s Footprint Across the Semiconductor Ecosystem with Anne-Marie Tierney  - Daniel is joined by Anne-Marie Tierney, Divisional Manager at IDA Ireland. Anne-Marie has 24 years’ experience in the global investment environment with IDA Ireland, working across several key roles in Ireland and abroad, positioning Ireland for high impact investments, with a specific interest in semiconductors....

 TIER IV Joins JST’s Next-Generation Edge AI Semiconductor R&D Program  - TIER IV has joined the Next-Generation Edge AI Semiconductor Research and Development Program led by the Japan Science and Technology Agency (JST) to advance research and development of a software-defined system-on-chip (SoC) for Level 4 autonomous driving. The post TIER IV Joins JST’s Next-Generation...

 Built-in charge could replace chemical reagents in gold recovery from electronic waste  - Recovering valuable metals from electronic waste, mining streams and industrial waste typically requires large quantities of chemical reagents. Researchers at the University of Illinois Urbana-Champaign have developed a new ...

 Six Five Pod Ep. 314: TeraFab, Memory's Comeback, and the Custom Silicon Debate  - Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for “The Flip” over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode...

 SPIE Accepting Applicants for 2027 SPIE Startup Challenge: Week in Brief: 8/14/26  - Sivers Semiconductors, a provider of photonics and wireless technologies, and SemiNex Corporation, a laser technology developer, established a program for next-generation indium-phosphide (InP) light sources for AI data center interconnects. The...

 Secrets of oscilloscope time measurements  - Oscilloscopes utilize both hardware and software to enhance time measurement resolution. Happily, most of the processing is transparent. The post Secrets of oscilloscope time measurements appeared first on EDN .

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

↺5d Jenoptik2.6% beat 🟢

 Bi-Weekly Portfolio update - Mid-August [1st to 15th August]  - How's my portfolio looked? What changes have I made and what's my plan?

 Semiconductor Failure Analysis Labs by Equipment & Technique  - Finding the right semiconductor failure analysis lab often depends less on the laboratory’s name and more on whether it has the equipment and technical expertise required for your specific failure. A package delamination problem may require Scanning Acoustic Microscopy. A suspected interconnect defect...

 Build Your Own DRAM Supply Model  - Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.

 China Tech Earnings Renew Focus on Hardware Stocks Over Internet  - Chinese tech firms’ early earnings are giving hardware stocks renewed momentum, while internet platforms still struggle to show a full consumer‑demand recovery.

 Insight: Made by Google 2026 Leaves a Notebook-Shaped Hole in Gemini Ecosystem to be Filled by Googlebook  - The notebook PC market is being pulled in two directions at once. A once-in-a-decade memory-cost shock and the end of the pandemic-era refresh are compressing unit demand through 2027, even as the Windows 10 end-of-support migration, Apple Silicon momentum, and two brand-new operating systems reshape...

 Technical Report: OmniVision OV52A Exploratory Analysis  - This report presents a Device Essentials Plus (DEP) exploratory analysis of the OmniVision OV52A CMOS image sensor (CIS) extracted from the OPPO Find X9 Ultra rear periscope-telephoto camera. The OV52A is a 200 MP resolution, 0.61 µm pixel pitch, stacked back-illuminated (BI) CIS for mobile applications....

 Sunlight-Driven Quantum Entanglement Offers Alternative to Laser Sources  - For the first time, researchers showed that solar light can be used to generate quantum-entangled photon pairs. The proof-of-principle demonstration challenges the long-held scientific belief that lasers provide the only suitable light source for...

 X-Ray Inspection for Semiconductor Package Failure Analysis  - Many important semiconductor package defects are completely hidden from optical inspection. A solder ball can contain a void. A bond wire can be broken inside an encapsulated package. A die-attach layer may contain large areas of voiding. A package substrate can contain an open trace, and an advanced...

 A 0.42-Nanometer Breakthrough From TSMC Could Push Transistors Beyond Silicon  - Researchers at National Yang Ming Chiao Tung University and TSMC Corporate Research engineered a 0.42-nanometer aluminum-oxide interface that protects electron transport in monolayer MoS₂ transistors while enabling strong gate control.