Semi. Fabs and Clean Rooms 14h ago: Semiconductor fab construction and cleanroom expansions are accelerating globally due to AI demand. Micron is locking long-term cleanroom contracts in Taiwan with PSMC Tongluo P5 and Tainan conversions, targeting $250B+ US investment. TSMC Arizona Fab 21 in production with 3nm phases underway; Intel Arizona Fab 52 ramping 18A; Samsung Texas resuming 2nm work. DRAM inventories critically low (<10 days) with lead times >40 weeks. India advancing 12 projects worth $19.6B targeting first silicon fab in 2028.
Macronix, Winbond, Etron see revenue surge through August as memory price rally continues - Memory manufacturers Macronix International, Etron Technology, and Winbond Electronics all reported surging revenue for the first eight months of 2026. As the memory upcycle continues, all three companies posted strong August revenue growth, with executives noting that demand remains tight.
Korea weighs $120 billion investment in 8 nuclear reactors in U.S. as part of tariff deal - Korea weighs $120 billion investment in 8 nuclear reactors in U.S. as part of tariff deal Seoul is reviewing a proposal by Washington, with Korea looking to build two of the first four and the United States taking the lead on the other two. 9/7/2026 - 05:42 AM News Team
AI Memory Gap at DAC 2026 - On Tuesday at #DAC2026 I attended the exhibitor presentation, Synopsys: How Silicon Startups are Addressing the AI Memory Gap . Vikram Bhatia from Synopsys introduced the two presentations from Wenbo Yin, SVP of IC Design at TetraMem and R. Scott Hills, VP of Business Development at ANAFLASH. Datacenters...
AI Robots, $500 Space Delivery Herald Industrial Shift - Regarding President Lee Jae Myung’s push to build semiconductor factories in Jeonnam and Gwangju, Park warned that rushing the project could lead to legal violations.
Nvidia Results Keep The AI Ball Rolling - Nvidia’s Q2 earnings announcement followed a familiar script: the results beat expectations, Jensen Huang made the bull case for Al and Wall Street breathed a collective sigh of relief. Where […] The post Nvidia Results Keep The AI Ball Rolling appeared first on Electronics Weekly .
Machines that think: embodied intelligence - This is the third part in a series on how AI is crossing out of software and into the physical world. This time, Jan Bosch reaches the hinge: What happens when a model has to act?
Aptiv unifies Interconnect brands - Aptiv is bringing Winchester Interconnect and Intercable Automotive Solutions (IAS) under its own corporate brand as it consolidates its growing portfolio of interconnect and power distribution technologies. The two…
Mistral Secures 3 Billion Euro Samsung-Led Investment - This investment by Samsung Electronics is interpreted as a strategic move to expand the intersection between AI technology and the semiconductor and manufacturing sectors.
Smart Outlier Detection - Just because a chip is deemed good doesn't mean it will work as expected. The post Smart Outlier Detection appeared first on Semiconductor Engineering .
Samsung to adopt ASML's High NA EUV for memory chips by 2028 - Samsung to adopt ASML's High NA EUV for memory chips by 2028 The technology would allow the chipmaker to print more detailed circuit patterns, allowing for smaller, more advanced semiconductors. 9/8/2026 - 03:19 AM LEE JAE-LIM
ARM’s 2026 ‘Tech’ Day Is A Self-Inflicted Wound - ARM's most recent 'Tech' Day was an embarrassment for the company, destroying a reuptation for solid messaging built over a decade. Read more ▶ The post ARM’s 2026 ‘Tech’ Day Is A Self-Inflicted Wound appeared first on Semiaccurate .
2026 six five summit recap - Three days. Free access. A single, unmistakable through-line: enterprise AI has left the pilot phase and entered production—and the economics, infrastructure, and organizational muscle required to run it there defined the conversation onstage. Here are the moments that traveled — the quotes, numbers,...
Why Microcooling Will Be a Critical Enabler of Agentic AI - Agentic AI won’t thrive on raw compute alone; tiny devices need microcooling to beat heat and sustain intelligence. The post Why Microcooling Will Be a Critical Enabler of Agentic AI appeared first on EE Times .
Stanford Researchers Boost AI Memory Capacity - Researchers from Stanford University have demonstrated that it’s possible to make a network of atoms and photons that could improve how artificial intelligence stores and recalls memories. This network, called a quantum optical spin glass,...
Ed’s Vulture Fund - My Vulture Fund for buying distressed AI assets is growing nicely, Ed confides to his diary. My assumptions are that, in an AI bust, pure-play AI companies like OpenAI and […] The post Ed’s Vulture Fund appeared first on Electronics Weekly .
China’s semiconductor long march reaches its midpoint - China’s semiconductor long march reaches its midpoint As Chinese memory makers gain ground under U.S. sanctions, Korea needs a long-term strategy to preserve semiconductor leadership. 9/6/2026 - 11:01 AM Opinion Desk
Researchers Discover a Gut Microbe Metabolite That Supercharges Cancer Immunotherapy - A microbial metabolite called 3,4 dihydroxybenzoic acid, derived from dietary fiber, improved antitumor immunity in mice. A compound made by gut bacteria during the breakdown of dietary fiber may offer a way to strengthen cancer immunotherapy. In mouse studies, University of Michigan researchers turned...
FIT wins Amphenol patent license, expands AI interconnect push - Foxconn Interconnect Technology (FIT) announced on September 7, 2026, that it has secured a patent license from competitor Amphenol for high-speed backplane connector solutions. The two companies also issued a joint statement, saying the collaboration marks an important milestone in advancing core technologies...
TSMC embraces high-NA EUV - TSMC has committed to introducing ASML’s high-NA EUV lithography into high-volume manufacturing starting in 2030, marking a major shift for the world’s largest foundry after years of publicly downplaying the technology’s near-term value.
ASML and TSMC’s 12-Inch Photomask Initiative: Technical Significance - ASML and TSMC’s proposed shift from 6-inch to 12-inch photomasks is an attempt to redesign a critical but often overlooked part of advanced semiconductor manufacturing. Photomasks are precision plates carrying the circuit patterns projected by a lithography scanner onto a silicon wafer. In extreme-ultraviolet...
US DoE has $12m funding opportunity for space-based PV R&D - The U.S. Department of Energy (DOE) Integrated Energy Systems Office (IESO) announced the Space Photovoltaics Research and Development Partnership Intermediary Agreement (PIA) opportunity which will award up to $12 million […] The post US DoE has $12m funding opportunity for space-based PV R&D appeared...
Thin film resistors enable higher power density in smaller footprints - Vishay’s new series of thin film chip resistors in 0402 and 0603 case sizes are built on an AlN substrate in SMT footprints. The Sfernice CHEP series deliver standard power […] The post Thin film resistors enable higher power density in smaller footprints appeared first on Electronics Weekly .
Kospi opens higher amid revived AI hopes - Kospi opens higher amid revived AI hopes Stocks gained Tuesday, led by Samsung Electronics and SK hynix, as renewed AI optimism offset concerns over higher oil prices and inflation. 9/7/2026 - 08:43 PM
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier - In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market. They debate the semiconductor supply chain bottleneck, with Ben arguing that constraints will peak...
Pixxel raises $100m in Series C for hyperspectral imaging satellites - Pixxel, the Indian-based space data company, has raised $100 million in a Series C funding round co-led by Temasek and Seraphim Capital, a London-based investment group focused on the Space […] The post Pixxel raises $100m in Series C for hyperspectral imaging satellites appeared first on Electronics...
Occam’s Razor and a USB-C to HDMI adapter - The simplest explanation is likely the best, even if its validity isn’t always intuitively obvious in advance. The post Occam’s Razor and a USB-C to HDMI adapter appeared first on EDN .
Automotive coolant level sensors: Fundamentals to stay cool - Vehicle engines churn out enormous heat, and without coolant level sensors, the consequences are catastrophic. The post Automotive coolant level sensors: Fundamentals to stay cool appeared first on EDN .
CEO Interview with Sander den Hoedt of Delmic - Sander is an Applied-physics graduate from TU Delft. Worked at a semiconductor start-up during his studies, decided building a company would be the most interesting way to shape his career. In 2010, a TU Delft professor suggested combining light and electron microscopy. Sander and co-founder Andries Effting...
