Semi. Fabs and Clean Rooms 4¼h ago: Intel Terafab construction and cleanroom hiring surged from 9% to 39%. SK Hynix advancing NAND capacity at Dalian Fab 2 targeting 30k wafers/month. Samsung Foundry raised 4nm prices 10-15% due to full capacity. TeraFab (SpaceX/Tesla-related) signed major tax agreement in Texas for 2026-2028 construction window.
Korean investors can buy SK hynix at home. Why are they paying 30% more in New York? - Korean investors can buy SK hynix at home. Why are they paying 30% more in New York? Korean retail investors are paying steep premiums for SK hynix ADRs in New York, betting AI demand and possible index inclusion will sustain the gap. 8/25/2026 - 06:00 PM JIN MINJI
Qnity Expands AI-Driven Advanced Packaging Capabilities with End-to-End Process Solutions - Integrated portfolio spans metallization, bumping, dielectric and fine-line patterning for 2.5D, 3D and panel-level architectures. The post Qnity Expands AI-Driven Advanced Packaging Capabilities with End-to-End Process Solutions appeared first on Semiconductor Digest .
Josephson effect in bipolar magnetic semiconductors - We theoretically investigate equilibrium currents in a one-dimensional Josephson junction incorporating a bipolar magnetic semiconductor (BMS). We show that the intrinsic exchange splitting of the spin-resolved bands enables purely electrical control of the 0 0 -- π π transition through gate-tunable...
CHIIPS #38 – CHIIPs with John Weil of Synaptics - Don't miss the latest episode of our Electronics Weekly podcast, CHIIPS. It features John Weil, the VP of edge compute and connectivity at Synaptics. The post CHIIPS #38 – CHIIPs with John Weil of Synaptics appeared first on Electronics Weekly .
What Mexico and Korea build together - What Mexico and Korea build together Mexico seeks broader trade, investment and technology cooperation with Korea during a Seoul visit focused on electric vehicles, semiconductors and education. 8/25/2026 - 11:01 AM Opinion Desk
Quintessent Raises $40M, Begins Customer Sampling - Quintessent, a developer of quantum dot laser technology and heterogeneous silicon photonics, has raised $40 million in an oversubscribed Series A investment round. In addition, it has started customer sampling of its single-chip quantum dot-based...
Image sensor startup raises funding for SPAD sensors - Singular Photonics, a developer of SPAD-based (single photon avalanche diode) image sensors, has closed a $2.15 million funding round. This was led by ACF Investors, with participation from Wren Capital, […] The post Image sensor startup raises funding for SPAD sensors appeared first on Electronics...
TSMC’s HBM-Packaging Yield Issues Help Intel, Analysts Say - TSMC’s CoWoS bottlenecks could hand Intel a foundry opening as AI chipmakers eye EMIB and new memory tech. The post TSMC’s HBM-Packaging Yield Issues Help Intel, Analysts Say appeared first on EE Times .
Hot Chips 2026: CUDA Targets RISC-V ... - CUDA is the most important software framework in the GPU compute world, and Nvidia is looking at supporting CUDA on RISC-V. Terms and conditions may apply. ...
Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back - Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's...
Insta360 Antigravity A1 8K 360 Drone (DE001) Deep Dive Teardown - The Insta360 Antigravity A1 8K 360 Drone is a drone purchased from the European market. The Insta360 Antigravity A1 is a sub-250 g consumer drone built around a dual-lens 8K 360° imaging system that captures fully spherical video for post-flight reframing. It uses 1/1.28²-class sensors and computational...
Hot Chips: Evolving Memory Architectures for Artificial Intelligence - Artificial intelligence performance is increasingly constrained by memory rather than arithmetic throughput. Scaling laws show that model quality improves when parameter count, training data, and compute grow together, but this balance fails when processors cannot obtain operands quickly enough. Contemporary...
The evaluation problem: how to avoid knowledge debt - Jan Bosch addresses a major challenge put to his claim that as AI gets good at generating software, the durable artifact stops being code and becomes contract-and-evaluation.
Top Ten Semiconductor Companies in Q2 - NVIDIA USA $125.7 Billion AI GPUs & Data Center Accelerators Samsung Electronics South Korea $72.7 Billion (Memory/DS Division) DRAM, NAND Flash, & Logic Chips TSMC Taiwan $69.3 Billion (Pure Foundry […] The post Top Ten Semiconductor Companies in Q2 appeared first on Electronics Weekly .
Audi Q6 e-tron Cockpit Controller Deep Dive Teardown - The Audi Q6 e-tron Cockpit Controller is a central computing unit within Audi’s E³ 1.2 electronic architecture that coordinates display, infotainment, and connectivity functions for the digital interior. Audi structures all major infotainment functions in a high-performance computing platform (often...
Nvidia and SK Hynix CPO strategies diverge as 3D optics look toward a post-2030 horizon - On August 20, SK Hynix's global research team published a paper in Nature Electronics detailing its co-packaged optics (CPO) development for high-performance computing (HPC) and AI. Highlighting key technical hurdles and outlining the trajectory for next-generation optical interconnect technology, the...
WD to Participate in Upcoming Investor Conference - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) today announced management participation in the following upcoming investor conference
Hyundai Motor wage talks end in tentative deal as attention turns to Kia - Hyundai Motor wage talks end in tentative deal as attention turns to Kia The agreement includes higher base pay, bonuses and new hiring, while Kia workers prepare possible strikes over their own demands. 8/25/2026 - 03:44 AM News Team
Avestra: Agentic AI for SystemVerilog Assertion Generation - Modern ASIC, SoC, CPU, and GPU development depends on verification processes that detect subtle functional defects before tapeout. SystemVerilog Assertions (SVA) are particularly important because they encode temporal design intent: how signals, states, and transactions must behave across clock cycles....
Tracker: Apple Watch by Model Q2 2026 - Apple Watch shipments rose by 5% YoY in Q2 2026, while ASPs rose by 3% and revenues grew by 8%. This comes after 5% volume growth in Q1 2026, a 1% volume decline in Q4 2025, and 2% volume growth in Q3 2025, preceded by 8 consecutive quarters of volume declines driven by a saturating smartwatch market,...
Infineon buys C2i Semiconductors - Infineon has bought C2i Semiconductors of Bangalore. C2i specialises in software-defined multiphase controllers and smart power stages for AI data center applications. “We founded C2i Semiconductors with the vision of […] The post Infineon buys C2i Semiconductors appeared first on Electronics Weekly...
TP-Link’s Tapo P125: A smart plug with an Apple HomeKit vibe - Does added Apple smart home protocol support necessitate hardware augmentation and upgrade, or do firmware-delivered feature updates suffice? The post TP-Link’s Tapo P125: A smart plug with an Apple HomeKit vibe appeared first on EDN .
Multi-Die Assemblies Dominate At 2nm And Below - Chips are getting bigger, more modular, and much more capable as new innovations mix with existing processes and long-researched projects go mainstream. The post Multi-Die Assemblies Dominate At 2nm And Below appeared first on Semiconductor Engineering .
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets. Analog Devices (ADI) & The Data Center Wave: ADI reports a strong quarter, driven by a doubling of its...
Hot Chips 2026: Samsung and HBM Base Die Opportunities ... - Machine learning applications demand ever more memory capacity and bandwidth. Samsung responded by fabricating their HBM base dies on a logic node, which opens up more opportunities ...
The Investment Case for Intel at $90 per share - Intel’s financial turnaround has been quicker than anyone thought, and the CAPEX ramp is upon us with unique opportunities as America’s only leading edge manufacturer.
Taiwan maps four AI-led strategies to expand its biotech sector - Taiwan's Ministry of Economic Affairs outlined four strategies to scale up the island's biotech industry at a strategy meeting under the Executive Yuan on August 24. The plan centered on artificial intelligence integration, stronger critical-drug supply chains, broader clinical validation, and deeper...
Insight: Automotive Semiconductor Lead Times Rose Again in Q2 2026, Nearing 19 Weeks - This report accompanies the lead times data update in the Online Data Report / Data Visualization for Automotive Semiconductor Supply (formerly known as Automotive Vendor Landscape). Average automotive semiconductor component lead times rose by about two weeks in Q2 2026. Scope note: Lead time data shown...
Displacement-field-driven reconstruction of low energy transport in few-layer PtSe2 - In layered semiconductors , a perpendicular displacement field generates an interlayer potential difference that competes with interlayer hybridization, modifying both the band gap and the finite-density electronic states that carry current. Resolving this interplay requires a material lying close to...
Optimizing for Thermoelastic in Package and PCB Design from the Outset - Signoff-quality design tools are mandatory for signoff, though not so good for early design exploration. Signoff demands high accuracy in design description and high precision in analysis. The first requirement can’t be met early in design where architecture decisions are still in flux, and the second...
Bank of Korea Weighs Consecutive Rate Hike to 3% - The first variable—the second-quarter economic growth rate and GDI growth—has met the criteria for a rate hike, driven by a continued surge in semiconductor exports.
Nexperia China rebuilds 12-inch local supply chain after 330 days - Nexperia China said it has rebuilt a domestic 12-inch wafer supply chain after 330 days of overseas wafer supply disruptions, unveiling the new platform at a press conference outlining its new direction. The company said complete China-based manufacturing supply chains have now been established for metal-oxide-semiconductor...
Hardware security verification must go beyond functional testing - Security verification must go beyond functional testing to assess whether security objectives are maintained across SoC designs. The post Hardware security verification must go beyond functional testing appeared first on EDN .
Fluorescence Imaging Helps Reveal REM Sleep Paradox - Sleep is often considered a period of rest and replenishment for the mind and body, but it is also understood by neuroscientists to be a period of great activity in the brain. The period of rapid eye movement (REM) sleep is of particular interest to researchers in the biomedical imaging arena and other...
Redefining Roles For Edge And Cloud AI - The race is on for localized intelligence. The post Redefining Roles For Edge And Cloud AI appeared first on Semiconductor Engineering .
Advantech launches high-performance fanless edge computer - Advantech has launched the UNO-2484V3, a fanless industrial edge computer built around Intel Core Ultra Series 2 processors and DDR5 memory. The compact system targets machine automation, data…
AAEON launches Qualcomm SMARC module for edge AI - AAEON has launched its first SMARC computer-on-module based on Qualcomm technology, targeting embedded AI, robotics, healthcare and industrial automation systems. The uCOM-Q6490 combines Qualcomm’s Dragonwing QCS6490 processor…
Chiral Phonons and Giant Anisotropic Photoresponse in Quasi-1D van der Waals Semiconductor ZrSnS3 - Low-dimensional van der Waals semiconductors with reduced symmetry provide a unique platform for exploring anisotropic physical properties. The quasi-one-dimensional family MXQ _3 _3 (M = Hf, Zr; X = Sn; Q = S, Se) exhibits notable structural anisotropy, where zigzag atomic chains influence optical phenomena...
Infineon Acquires C2i Semiconductors - Infineon Technologies AG today announced the acquisition of C2i Semiconductors, a Bangalore-based technology company specializing in software-defined multiphase controllers and smart power stages for AI data center applications. The post Infineon Acquires C2i Semiconductors appeared first on Semiconductor...
This Grain-of-Rice-Sized “Rainbow” Chip Could Transform 6G Communications - A tiny chip that produces a precisely organized “rainbow” of light could help enable faster, higher-capacity 6G communications and more precise timing for quantum technologies. A microchip about the size of a grain of rice can generate a carefully ordered spectrum of light and convert it into multiple...
A silicon carbide transistor that operates at 600°C - For more than two decades, silicon carbide (SiC) has been promoted as the key to developing extreme-environment electronics. Yet despite its promise, the field has remained stuck at the stage of basic research, failing to ...
Nvidia’s Inference Pivot Reaches Rebellions in Korea - Nvidia is reportedly in talks with Korean inference upstart Rebellions about a technical partnership, investment, or acquisition. The post Nvidia’s Inference Pivot Reaches Rebellions in Korea appeared first on EE Times .
INTERVIEW: Mahdi Mekic Head of Foundry at amsOsram - Earlier this year amsOSRAM sold its Entertainment and Industry Lamps (ENI) business to Ushio, sold its CMOS Image Sensor business to indie Semiconductor, and sold its non-optical sensor portfolio to […] The post INTERVIEW: Mahdi Mekic Head of Foundry at amsOsram appeared first on Electronics Weekly...
Samsung, SK hynix pour fresh investment into aging China factories despite U.S. curbs - Samsung, SK hynix pour fresh investment into aging China factories despite U.S. curbs The two Korean chip giants are expanding legacy-memory output in China as AI demand boosts profits despite tighter U.S. equipment restrictions. 8/23/2026 - 04:00 PM LEE JAE-LIM
