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 Entegris, Inc. (ENTG): A Bull Case Theory  - Insider Monkey

 PM shares glimpses of his address during Inauguration of Micron Technology’s Semiconductor Assembly, Test and Packaging (ATMP) facility in Sanand,Gujarat

 Is Nova (NVMI) Pricing In Too Much Growth After Recent Semiconductor Rerating?

 India Semiconductor Mission 2.0: From ambition to execution - ET Edge Insights

 ON Semiconductor Corporation (ON): A Bull Case Theory

 India Semiconductor Mission 2.0: From ambition to execution - ET Edge Insights

 VanEck Semiconductor ETF Rises on Robust AI Flows

 Fujifilm Completes Investment in Rapidus

 A proud day for India! Micron Technology’s Semiconductor ATMP facility was inaugurated in Sanand earlier today. Here are some glimpses from the occasion… @MicronTech @MicronCEO

 ON Semiconductor Refocuses On Higher Margin Growth And Cash Generation

 Romania joins global race in semiconductor technology with new innovation cluster

 Prime Minister Narendra Modi on Friday inaugurated the Semiconductor Assembly, Test and Packaging (ATMP) facility of American company Micron in Gujarat’s Sanand. “After the world’s largest and most successful AI Summit [this month], we are witnessing

 India's role in semiconductor supply chain 'essential' as others seek to dominate sector: US envoy

 INDI Financials: Income Statement, Balance Sheet \u0026 Cash Flow

 Micron Technology, Inc. Celebrates Opening of Semiconductor Assembly and Test Facility in Sanand, India

 Lattice Semiconductor Corporation (LSCC): A Bull Case Theory

 TIAA Trust National Association Sells 26,019 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

 Huntington National Bank Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

 NXP Semiconductors N.V. $NXPI Shares Sold by Rafferty Asset Management LLC

 Rafferty Asset Management LLC Cuts Holdings in ON Semiconductor Corporation $ON

 PM Modi inaugurates Micron’s Semiconductor ATMP facility in Gujarat

 Micron Celebrates Opening of India's First Semiconductor Assembly and Test Facility

 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Rafferty Asset Management LLC

 Nvidia to Unveil Game-Changing New AI Chip at GTC: WSJ  - Nvidia moves at the 'Speed of Light' again

 Nvidia Vera Rubin GPU samples ship to customers ahead of 2026 ramp  - Nvidia says it has shipped first customer samples of its next-generation Vera Rubin platform, a milestone that typically signals that…

 [unfinished draft] It's the dataflow, stupid.  - Groq is bigger than Mellanox.

 We're Celebrating Black History Month with Our Employees  - At Cadence, we're recognizing Black History Month by celebrating our employees, amplifying…

 Taipei must break free of its abusive relationship with Washington  - US President Donald Trump’s tariff blitz is not Taiwan’s fault, but the self-ruled island must come to see that Washington is unreliable

 Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers  - Under the arrangement, the government will initially hold roughly 10% of Rapidus's voting shares and the majority of its stake in non-voting stock.

 Grab Razer’s offcially licensed Pokémon-themed gaming peripherals — themed keyboards, mice, and headsets celebrate 30 years of the franchise

 Intel mobile CPUs have achieved up to 95x performance uplift over the past two decades — benchmarking the gains from 45nm Penryn to 18A Panther Lake

 Secretlab has three Pokémon-themed Titan Evo chairs in honor of game's 30th anniversary — special edition seats available in Pikachu, Gengar, and Eevee flavors

 ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count — 'We are actually matching the performance of the more expensive and complex GB200'

 Japanese firm stops production of Blu-ray disc drives — Buffalo says there will be no successors to its current trio of portable USB-attached drives

 Klevv Cras V RGB DDR5-9600 C46 2x48GB review: Binned for pure speed, not your wallet

 Save $177 on this epic Newegg combo with AMD Ryzen 7 9800X3D, 32GB DDR5 RAM, and a Gigabyte X870E motherboard — $1,000 deal gets you the barebones of a powerhouse 4K rig with one of the fastest gaming CPUs on the market

 Imec's new post-exposure bake method speeds up EUV chipmaking tools, boosting production for the most advanced chips — 20% gain in photoresist improvement from increased oxygen concentration

 Behind the scenes of our massive CPU retest for Bench — testing at 1080p, choosing new apps, and gathering data for a decade of CPUs

 Save $465 and get an 8TB SSD for $715 when paired with an RTX 5070 — Newegg Combo gets you a new GPU and a WD Black SN850X at pre-RAM crunch prices

 Chinese chip firms Cambricon, Moore Threads post sales jump on surging domestic demand  - Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent

 ASML’s high-NA EUV tech shifts from R&D to production qualification phase  - ASML’s high-NA EUV scanners are nearing readiness for volume-production tests.

 Proton–electron temporal asynchrony on femtosecond timescales enables anti-corrosive low-iridium anodes for PEM electrolysers  - Femtosecond electrochemical transient absorption spectroscopy is employed to explore the fundamental origin of anodic corrosion. It reveals that Ir corrosion originates from ultrafast proton–electron synchronization and that CeO 2 can create femtosecond-scale proton–electron asynchrony for corrosion-resistant...

 Nokia validates quantum-safe network blueprint for Canada  - Quantum computing is moving fast from lab curiosity to commercial reality, and with it comes a serious…

 Chip Industry Week In Review  - Intel and UMC leadership moves; faster EUV; $100B GPU deal; Arm-Tensor robocar; smartphone market to decline; HBF; $1B in AI chip funding; imec's mCFET study; monolithically stackable 1T1C 3D DRAM; automotive edge; Yongin cluster opening moved up; robovacuum hack; chip industry earnings bonanza (mostly)....

 Fujitsu taps Broadcom's 3D chip tech for 144-core Monaka CPU  - Processor is one of roughly half a dozen designs based on Broadcom's XDSiP platform

 TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan  - As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation...

 Invisible to the Human Eye: Scientists Create the World’s Smallest QR Code  - A 1.98-square-micrometer QR code, etched into ceramic thin film and verified by Guinness, showcases a new approach to ultra-dense, long-term data storage. How small can a QR code actually be? Researchers have now pushed the limits so far that the code can only be detected with an electron microscope....

 3-in-1 IoT module cuts complexity  - The Iridium 9604 IoT module integrates satellite, LTE-M (Cat-M1), and multi-constellation GNSS into a compact 16×26×2.4-mm form factor. The post 3-in-1 IoT module cuts complexity appeared first on EDN .

 SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M  - AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s Blackwell B200 for large-scale AI inference. The company claims up to 5x peak speed in agent-based workloads and up to an 8x total cost advantage in certain...

 Curriculum reform cuts pre-university physics hours  - Dutch pre-university students may face fewer classroom hours for physics and biology from August 2027, reports newspaper Trouw (link in Dutch).

 2026 NVIDIA: 6 Chips for the Next Generation of AI Data Centers  - Original Article By SemiVision Reserach [Reading time: 10 mins]

 AMD and Meta deepen AI partnership with 6GW GPU roadmap  - AMD and Meta have expanded their strategic partnership with a multi-year agreement to deploy up to 6…

 AlixLabs Granted EU Trademark Registration for Power ALE  - Power ALE™ joins APS™ as an AlixLabs trademark. – February 26, 2026

 Embedded AI accelerators gain advanced debugging support in UDE 2026  - As embedded AI workloads move from research into production silicon, development tools are having to keep pace. PLS…

 GTC 2026 Outlook: How NVIDIA Is Redefining AI Infrastructure with LPX, CPO, and Rubin  - Original Article By SemiVision Research [Reading time: 20 mins]

 Tiny New Optical Amplifier Boosts Light by 100x  - A new Stanford-designed optical amplifier uses energy recycling in a resonator to deliver strong, low-noise amplification with far less power. Light underpins much of today’s technology, from televisions and satellites to the fiber optic cables that transmit internet data across continents. A team of...

 Oak Ridge spawns institute to curb AI datacenter power surge  - Lab aims to link power, cooling, and workload management to ease strain on the US grid

 Stan Druckenmiller\u2019s Current Trade Ideas RIGHT NOW  - When billionaire Stanley Druckenmiller speaks, you should listen.

 NATO Innovation Fund leads £30m funding for SatVu thermal intelligence  - SatVu, the London-based thermal infrared satellite specialist, has raised £30m ($40m) in its latest funding round, lead by the NATO Innovation Fund. This brings its total equity funding to £60m ($80m) as it bids to provide thermal intelligence previously unavailable from commercial sources. For example,...

 \uD83C\uDF6A TWiC: AMD+Meta, New AI Chips, Citrini  - This Week in Chips: Key developments across the semiconductor and adjacent universes.

 50 GW of datacenter demand queues up for UK grid access  - To put that into perspective, 45 GW was peak electricity use for Britain so far this year

 USB-C and Power Delivery: Too much of a good thing?  - This latest USB standard does so much… is it a case of technical overreach, or a powerful solution to a chronic problem? The post USB-C and Power Delivery: Too much of a good thing? appeared first on EDN .

 TOPPANグループ、「リテールテックJAPAN2026」に出展  - 売り場を模したデモンストレーションなど、流通小売業向けソリューションを展示AIやDXソリューションの活用により販促活動や業務効率化を支援

 Rapidus、政府と民間から総額約2,676億円の資金調達実施  - ~大型資金調達によって、2027 の最先端半導体量産へ着実につなげる~

 Process Model Precision: Calibrating for Accurate Predictions of FinFET Device Profiles  - SEMulator3D® Analytics is useful in calibrating FinFET device profiles, helping engineers achieve high precision in modeling fin etch depth and critical dimensions.

 STL Partners: 50 edge computing companies to watch in 2026  - Syntiant has been included on the STL Partners Top 50 Edge Computing Companies to Watch in 2025 list, a curated ranking of leading innovators across the edge computing ecosystem. This list recognizes companies of all sizes that are advancing edge infrastructure, AI‑enablement, and distributed compute...

 Cree Lighting Announces Long-Term Strategic Manufacturing Agreement to Strengthen Capacity and Restore Delivery Performance  - February 26, 2026 – Racine, WI – Cree Lighting, a U.S.-based innovator and manufacturer of high-performance LED lighting, today announced a long-term contract manufacturing agreement with a highly regarded U.S. lighting manufacturer specializing in industrial and harsh environment applications. In...

 GaN-on-silicon HEMTs for millimeter-wave 5G  - Devices at 30GHz reach more than 60% power-added efficiency with 1.1dB NF min noise figure

 Lattice to Highlight Low Power, Edge-Ready Programmable Solutions at embedded world 2026  - Lattice Semiconductor, the low power programmable leader, today announced its exhibition plan for embedded world 2026, where it will demonstrate how its low power, small form factor FPGA innovations help engineers accelerate intelligent, scalable designs from cloud to sensor.

 AI Drives Semiconductor Market in 2025-2026  - The global semiconductor market in 2025 was $792 billion, according to WSTS. 2025 was up 25.6% from 2024, the strongest growth since 26.2% in the COVID recovery year 2021. The increase was driven by AI, with Nvidia revenues up 65%. The major memory companies (Samsung, SK Hynix, Micron Technology, Kioxia…...

 An AI-Native Architecture That Eliminates GPU Inefficiencies  - A recent analysis highlighted by MIT Technology Review puts the energy cost of generative AI into stark perspective. Generating a simple text response from Llama 3.1-405B—a model with 405 billion parameters, the adjustable “knobs” that enable prediction—requires on average 3,353 joules, nearly...

 Oversupply to overdrive: memory makers flip the switch  - Initially reluctant to expand capacity in response to an AI-driven surge in demand, memory makers are ramping up spending.

 EW BrightSparks 2025 profile: Harry Hale, Leonardo  - Now in its eighth year, the EW BrightSparks awards see Electronics Weekly celebrate some of the brightest and most talented young engineers in the UK today. In the next in our series on the latest EW BrightSparks of 2025, we profile Harry Hale, a Systems Engineering Degree Apprentice at Leonardo. He is...

 Investing in stronger communities: How HSC’s CARE grants power regional impact  - Community investment is guided by our belief that strong, resilient regions are built through collaboration, opportunity and shared purpose. HSC’s CARE grant program reflects this philosophy by supporting organizations that strengthen quality of life, expand STEAM education, build talent pipelines and...

 AI Assistant Uses ESP32  - Having an AI assistant is all the rage these days, but AI assistants usually don’t know about your automation setups and may have difficulty dealing with tasks asynchronously. Enter zclaw. …read more

 Finding Something to Bitch About  - Men in Shorts and the Nvidia Q1-26 result

 Podcast EP333: A Look at the Broad, Worldwide Impact SEMI Has on the Semiconductor Industry with Ajit Manocha  - Daniel is joined by Ajit Manocha, president and CEO of SEMI, the global industry association serving the semiconductor and electronics manufacturing and design supply chain. Throughout his career, Manocha has been a champion of industry collaboration as a critical means of advancing technology for societal...

 Webinar on Blue Hydrogen Innovations, Developments and Market Outlook  - Join IDTechEx Technology Analyst Dr Cherie Wong on Thursday 5th March for the expert-led webinar, "Blue Hydrogen: Technology Innovations, Market Developments, and 10-Year Growth Outlook". Choose your preferred time zone - the webinar runs three times in one day.

 SemiFive expands 3D packaging capabilities in preparation for robot AI chips  - SemiFive was expanding its 3D chip packaging capabilities in preparation for the opening of application specific integrated circuits (ASIC) market for robots.It is also considering acquiring a Compute Express Link (CXL) company to better meet demand from AI data centers, SemiFive CEO Brandon Cho tol

 ROHM licenses TSMC’s GaN processs technology for Hamamatsu fab  - End-to-end, in-house production from 2027 to meet demand for applications such as AI servers and EVs

 SiBionics - Amplifying its CGM solution with Nordic's nRF54L15  - With its rollout, SiBionic's new continuous glucose monitoring device – the GS3 with Nordic's nRF54L15 Bluetooth LE SoC – offers people more flexibility and actionable insights on their blood sugar levels

 London to be OpenAI’s largest research hub outside US  - Yesterday OpenAI said London would be its largest research hub outside the US.. “We are excited to establish London as a major research hub for OpenAI, building on the leading work our London team is already doing to support our latest breakthroughs,” said Mark Chen (pictured), OpenAI’s chief research...

 Moore Threads’ flagship AI chip compatible with Alibaba models in tech self-reliance push  - The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series

 HP Q1 2026 earnings: revenue beats, but HP flags cost headwinds  - HP Inc has reported fiscal Q1 2026 results that beat consensus on both revenue and adjusted earnings, while cautioning that…

 How Customized Foundation IP Is Redefining Power Efficiency and Semiconductor ROI  - As computing expands from data centers to edge devices, semiconductor designers face increasing pressure to optimize both performance and energy efficiency. Advanced process nodes continue to provide transistor-level improvements, but scaling alone cannot meet the demands of hyperscale AI infrastructure...

 TSMC's N2 Node is Almost Booked Out for the Next Two Years  - [Exclusive] Clients are being asked to finalize their requirements into mid 2027, with larger customers already booking capacity over the next two to three years.

 Lorem ipsum dolor sit amet  - Lorem ipsum dolor sit amet consectetur adipiscing elit. Quisque faucibus ex sapien vitae pellentesque sem placerat. In id cursus mi pretium tellus duis convallis. Tempus leo eu aenean sed diam urna tempor. Pulvinar vivamus fringilla lacus nec metus bibendum egestas. Iaculis massa nisl malesuada lacinia...

 CMOS-Compatible Approach to Extending the Spectral Response of Oxide Semiconductors  - A new technical paper titled “Sputtering-driven formation of interstitial oxygen for intrinsic NIR detection in IGZO phototransistor” was published by researchers at KICET, Korea University, Yonsei University, and Argonne National Lab. Abstract “Amorphous indium gallium zinc oxide (a-IGZO) is a...

 Modular Multiplex Raman vs. Traditional Multiplexing: A Smarter ...  - In process analytical technology (PAT), few innovations have... Janam Pandya by / 02.24.2026

 Imec boosts metal-oxide resist performance  - Imec has found a way to reduce the amount of light needed for an EUV exposure, thereby increasing scanner throughput.

 Endometrium-targeted mRNA-lipid nanoparticles for treating reproductive conditions  - Dysfunctions of the endometrium can impair the first stage of pregnancy: embryo implantation. We developed a strategy to deliver therapeutic mRNA to the endometrium with high specificity using a ligand-conjugated mRNA- lipid nanoparticle, restoring implantation rates in a murine model of endometrial injury...

 Durin Selects Silicon Labs' MG24 Wireless SoC to Accelerate Aliro Mobile Access for Smart Locks and Readers  - Silicon Labs' secure, multiprotocol platform enables Aliro-ready NFC tap-to-unlock and hands-free experiences—starting with Durin Door Manager AUSTIN, Texas and SUNNYVALE, Calif., Feb. 26, 2026...

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