lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

84h Wolfspeed,

78h Analog Devices

↺84h Coherent2.8% beat 🟢

↺4½d Lumentum0.8% beat 🟢

 Semi. Fabs and Clean Rooms
3h ago: India is rapidly expanding its semiconductor footprint with three plants already in commercial production and plans for up to 8 new fabs. SK hynix is heavily investing in HBM capacity due to AI demand outrunning supply. Samsung C&T reported strong earnings from its semiconductor fab construction business. Intel raised $20B for fab expansion while TSMC customers co-fund capacity.

 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「...

 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...

 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...

 Strategic Cost and Price Model  - The Strategic Cost and Price Model is the world’s most detailed cost and price model of 300mm wafer fabs. The model provides a database of Fabs for targeted companies, a technology roadmap for DRAM, Logic, and NAND into the 2030s with process flows, cost and price estimates, and equipment and materials...

 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.

 Minnesota Iron Ore Could Be Key to Sustainable and Lower-Cost Semiconductor  - New discovery has implications for the future of electronics, solar panels, batteries and more. The post Minnesota Iron Ore Could Be Key to Sustainable and Lower-Cost Semiconductor appeared first on Semiconductor Digest .

 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 ...

 Sony Semiconductor and TSMC Establishing Joint Venture  - Sony Semiconductor Solutions and TSMC have entered into a legally binding agreement to establish Advanced Semiconductor Manufacturing Corporation as a joint venture in Koshi City, Japan. The joint venture will serve as a core hub for the development...

 ISS National Laboratory selects startups for Orbital Edge Accelerator  - The International Space Station (ISS) National Laboratory has announced eight early-stage startups selected for the 2026 Orbital Edge Accelerator programme. The accelerator provides the selected startups with access to low […] The post ISS National Laboratory selects startups for Orbital Edge Accelerator...

 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 .

 Defense Ministry to temporarily relocate 1st Fighter Wing to accelerate chip cluster project  - Defense Ministry to temporarily relocate 1st Fighter Wing to accelerate chip cluster project The government will disperse the unit among bases in Yecheon, Seosan and Chungju in a manner that does not disrupt training. 8/14/2026 - 06:14 AM

 ASSBs moving to pilot production  - ASSB Technology Readiness Levels (TRLs) have advanced significantly in 2026, reports TrendForce, with Toyota, Honda, Nissan, and Samsung among the companies leading the way with pilot line production. Japanese suppliers […] The post ASSBs moving to pilot production appeared first on Electronics Weekly...

 Coherent Q4 FY26 Earnings  - The opposite of Lumentum.

 Narrative - China Smartphone Vendor and OS Marketshare - Q2 2026  - China's smartphone shipments declined year-over-year (YoY) by 3.0% in Q2 2026 amid memory chip shortage and macroeconomic headwinds, including stagnant income, job, and real estate markets. Continued subsidies benefited smartphone sales, but no longer favor the annual comparison. Memory cost surges subdued...

 Natural van der Waals silicates as hosts for telecom quantum emitters: the case of erbium-doped talc  - …ion is among the most promising solid-state single photon emitters and spin-photon interfaces for quantum networks, emitting directly in the telecom C-band in many host semiconductors . Recently, the search for scalable, low-noise host materials turned toward atomically thin and van der Waals materials...

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺 ---  ☀️ +

↺55h Innolux

↺6¼d Shenzhen Longsy…86% beat 🟢

12m: Aaron Wealth Advisors LLC Has $28.60 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

26m: ABN AMRO Bank N.V. Acquires New Holdings in NXP Semiconductors N.V. $NXPI

65m: Semtech (SMTC) Stock May Trade Above Fair Value On Unit Sale

75m: 🇮🇳 “India is no longer just dreaming of semiconductors and hardware self-reliance — we are executing it at an unprecedented scale.” Reacting to Prime Minister Narendra Modi’s Independence Day speech, SEMI India & IESA President Ashok Chandak says I

2h: KAIST Develops Noise-Utilizing Artificial Neuron

3¾h: KAIST develops semiconductor neuron that harnesses noise to selectively process signals

4h: Direxion Daily Semiconductor Bear 3X ETF (Backpack Securities)

4h: Direxion Daily Semiconductor Bear 3X ETF (Backpack Securities) Exchanges SOXS Markets | Buy & Sell & Trade

4h: Direxion Daily Semiconductor Bear 3X ETF (Backpack Securities) Analytics

4¼h: XN LP trims Taiwan Semiconductor stake by 72,388 shares

4¼h: Gladstone Capital pares Taiwan Semiconductor stake by 45,846

4¼h: Lone Pine Capital pares Taiwan Semiconductor Manufacturing stake

4½h: Chilton Investment Co boosts Taiwan Semiconductor stake by 1,185 shares

4½h: Altimeter Capital boosts Taiwan Semiconductor stake by 63,680 shares

4½h: KAIST Unveils Noise-Tuning Semiconductor Neuron

5½h: Delhi govt plans drone, semiconductor policies rollout by September-end | Latest News Delhi

7¼h: Hua Hong Grace Semiconductor Limited Just Recorded A 12% EPS Beat: Here's What Analysts Are Forecasting Next

7¾h: NXP Semiconductors Sees Demand Rebound as Auto, AI and Data Center Growth Accelerate

7¾h: Pipe Restraint Clamp Systems Market to Reach Index 160 by 2035 on Semiconductor Fab Vibration Control Demand

7¾h: Valve Body Castings Market Semiconductor Fab Expansion Drives Demand to 2035 - News and Statistics

8¼h: MKS (MKSI) Stock May Look Rich On Cash Flow While Earnings Hold Up

 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

 Democratic Party Candidates Emphasize 'No Honam, No Nation' in Primaries  - Kim said, “Moving semiconductor production from the capital region to Honam will kickstart the industry there, expand to Chungcheong and Yeongnam, and make South Korea a global semiconductor powerhouse

 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.

 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....

 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...

 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...

 ASML’s Path to Lithography Dominance—and the Coming Maskless Revolution  - ASML’s dominance was not born from a single invention. It emerged from four decades of systems engineering, supplier orchestration, and repeated bets on lithographic transitions that competitors judged too expensive. Founded in 1984 as a Philips–ASM joint venture, the Dutch company first differentiated...

 [News] Nanya Tech Reportedly Eyes Yunlin, Pingtung Fabs for 1d DRAM, Custom Memory, Investment to Top NT$300B  - Taiwan’s memory makers are accelerating capacity expansion. According to UDN News, Nanya Technology reportedly plans to build new 12-inch wafer fabs in both Yunlin and Pingtung, targeting next-generation and customized DRAM. The investment is expected to exceed the NT$300 billion committed to Nan......

 [News] Applied Materials Lifts 2026 Packaging Growth Above 70%; DRAM Set to Accelerate, China Remains Key Market  - U.S. semiconductor equipment giant Applied Materials posted record earnings for the third quarter of fiscal 2026 and raised its growth outlook on robust demand. Reuters reports that advanced packaging is emerging as a key growth driver, with sales expected to jump more than 70% in 2026, up from its ......

 Water strategy becomes urgent as extreme droughts become routine (KOR)  - Water strategy becomes urgent as extreme droughts become routine (KOR) As extreme droughts become more frequent, Korea must build resilient water infrastructure and maintain long-term policies beyond political shifts. 8/13/2026 - 08:44 PM Opinion Desk

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

↺4½d Jenoptik2.6% beat 🟢

 Nanoprobing for Semiconductor Failure Analysis  - Nanoprobing is an advanced electrical characterization and fault-localization technique used in semiconductor failure analysis to directly investigate individual transistors, contacts, vias and interconnect structures inside an integrated circuit. Instead of relying only on package-level electrical measurements,...

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

 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.

 Chip Suppliers Need a Carbon Strategy  - While federal mandates on assured greenhouse gas reporting have stalled, California’s SB 253 is now in effect, requiring billion-dollar corporations doing business in the state to transition rapidly to rigorous, auditable greenhouse gas reporting. This mandate triggers a "domino effect" upstream, forcing...

 Insight: GM's Own-Less, Contract-More Reset: A Battery JV Exit and a $4.5B Parts Backstop  - In one week, GM exited its Samsung SDI battery joint venture, extended its SAIC partnership to 2047, and set up a $4.5 billion facility to pre-position critical parts. The pattern is deliberate: GM is trading owned supply assets for contracted access, shifting capacity risk onto its cell partners while...

 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...

 Intel at a Memory Crossroads, Again  - The CPU specialist heeds a memory comeback while memory chips transform from commodity to AI gold rush. The post Intel at a Memory Crossroads, Again appeared first on EE Times .

 Chip Industry Week In Review  - Lam Research and ASE expansions; data center shifts; CPO system architecture initiative; 2D-transistor interface solution; USENIX HW security; patent suits; image sensors; programmable AI memtransistor; Nvidia's new plan; earnings. The post Chip Industry Week In Review appeared first on Semiconductor...

 AI Servers Have a New Bottleneck: Money  - Original Article By SemiVision Research [Reading time: 8 mins]