The Dawn of Agentic AI Super-Agents - On the one hand, I think I’m taking the incredible advances we’re currently seeing in Electronic Design Automation (EDA) tools in my stride, striving to maintain a dignified persona as the latest and greatest marvels unfold before my eyes. On the other hand, I sometimes find it hard to restrain myself...
Making noise with a BANG, part 1: Concept and hardware - This noise generator has an adjustable bandwidth and a consistent amplitude no matter what bandwidth is selected. The post Making noise with a BANG, part 1: Concept and hardware appeared first on EDN .
AI takeoff meets the grid - Barry Mansfield explores how hyperscalers, engineers and chip architects are powering AI’s unprecedented demands on electrical infrastructure. Hamina Finland datacentre, source Google Today, a single frontier AI datacentre can require up to 1GW of continuous power – comparable to a large aluminium...
Global Semiconductor Sales Increase 9.2% Month-to-Month in May - An increase of 9.2% compared to the April 2026 total of $110.5 billion and 104.1% more than the May 2025 total of $59.1 billion. The post Global Semiconductor Sales Increase 9.2% Month-to-Month in May appeared first on Semiconductor Digest .
The Accidental Infrastructure: How Crypto Miners Built the Foundation of the AI Boom - Most crypto forty-niners died broke in a warehouse full of their computing rigs. Former Ethereum miner CoreWeave took its gold to Wall Street. On June 22, 2026, it joined the Nasdaq-100 — fifteen months after its IPO, nine years after its founders assembled their first GPU rig in a New Jersey office....
Orbital Compute gears up for 10 gigawatts of AI compute in space - Orbital Compute is unveiling plans for a 100,000-satellite constellation of orbital datacentres to provide AI computing power in space. A filing with the US Federal Communications Commission (FCC) outlines “artificial-intelligence workloads in space” according to the Los Angeles-based company. Gigawatts...
Samsung Semiconductor Division Gets 100% Bonus, Smartphones 50% - While the semiconductor division achieved the highest performance bonus due to the recovery in the memory semiconductor market, the Device eXperience (DX) division, which handles finished products such
Voice Is Key to Physical AI; Development Methods Need to Catch Up - Voice AI can’t survive on clean-room tests; real-world acoustics break it. See why physics-based benchmarks must lead the next leap. The post Voice Is Key to Physical AI; Development Methods Need to Catch Up appeared first on EE Times .
Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong - Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods....
Executive Interview with Genta Taniguchi of Kyocera - Genta Taniguchi serves as Executive Officer and Head of the Corporate Ceramic Materials Semiconductor Components Group at Kyocera Corporation. He leads initiatives in advanced ceramics and semiconductor-related technologies, supporting the company’s global business in electronic and communication components....
Falcon9 gives Fabships a taste of space - On Sunday, a SpaceX Falcon 9 rocket put two semiconductor manufacturing pods into space for eight minutes and 19 seconds and brought them back to earth. Besxar Space Industries of Washington DC built and owns the pods which it calls ‘’Fabships’. It has booked nine SpaceX launches to test the Fabships’...
MIPS on the RISC-V Shift: ‘Physical AI Is Agentic AI at the Edge’ - MIPS bets RISC-V and ARC AI will power physical AI in cars and factory robots. Watch the interview and learn more. The post MIPS on the RISC-V Shift: ‘Physical AI Is Agentic AI at the Edge’ appeared first on EE Times .
Executive Interview with Chris Morrison, VP Product Marketing at Agile Analog - Chris Morrison is VP Product Marketing at Agile Analog, the customizable analog IP company. He has over 18 years’ experience of developing strong relationships with key partners across the semiconductor industry and delivering innovative analog, digital, power management and audio products, working...
TP-Link’s Tapo T300 sensor detects water and other liquid-leak dangers - Unintended fluids dripping from above? Accumulating from below? The T300 alerts you to them all. Threaded contacts suggest other uses, too. The post TP-Link’s Tapo T300 sensor detects water and other liquid-leak dangers appeared first on EDN .
Research Bits: July 6 - Neural net predicts semiconductor properties; ferroelectric titanium dioxide thin film; bidirectional pixels. The post Research Bits: July 6 appeared first on Semiconductor Engineering .
Narrative: IIoT Market Forecast (2018–2033) – Global Installed Base to Hit 26 Billion Devices by 2033 - This narrative complements the Market Data: Industrial IoT (IIoT) by providing qualitative insights into the forecast data. The report includes a market overview and a list of market drivers, comprising key assumptions, primary drivers, and inhibitors. In conclusion, the report discusses the critical...
Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates - Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market...
Narrative: Global Foldable Smartphone Shipments Forecast by Vendor by Region to 2027 - 2026 is set to mark a turning point in foldables: Apple is expected to launch its first foldable iPhone in the third quarter and to capture around 16.4% of global shipments for the full year, entering as the third-largest foldable vendor behind Samsung (37.2%) and Huawei (26.0%). By 2027, once Apple's...
Besi’s blue ocean is slowly turning redder - As hybrid bonding inevitably matures, a wave of consolidation is bound to follow, and Besi will eventually have to share the pie.
Demonstrating the EasyAI ECO Suite – An AI-Powered Functional ECO Solution at DAC 2026 - Easy-Logic , a leading provider of high-performance Engineering Change Order (ECO) solutions in Electronic Design Automation (EDA), will showcase its latest innovation — the EasyAI ECO Suite — at DAC in Los Angeles, July 27–29, 2026. This intelligent ECO solution integrates AI engines into the entire...
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides - As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power...
[News] Intel Reportedly Raises CPU Prices; Flagship Xeon Up US$1,495, Select Desktop Chips +US$30–50 - Intel has raised prices for a range of its CPUs. According to Tom’s Hardware, the company confirmed on the 3rd that it had increased prices for selected consumer and server processors. An Intel spokesperson said the pricing adjustments reflect current market conditions, including rising supply cha......
Analysis: 2026 Q2 South Korea xEV Demand Outlook 2024 to 2033 - This report summarizes the latest TechInsights forecast for South Korea’s xEV powertrain systems, semiconductors, and sensors. South Korea remains a strategically important base for electrified-vehicle, battery, and semiconductor production, but the outlook is shaped by softer domestic EV demand, stronger...
EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback - In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index funds might be driving market valuations ahead of actual fundamentals. The hosts also unpack the rumors surrounding Meta reportedly...
CPH Pedestal Heater - This report reviews top-line and segmented revenues for pedestal heater components and breaks it down by pedestal heater full assembly, pedestal, and heater manufacturers. We collect data throughout the year on public companies and analyze over 160 total companies that supply the subsystem market. Our...
Gluing 8192 MCUs Together to Make a GPU - What do you get when you take 8,192 CH570 MCUs, put them on custom PCBs, and write firmware for this interconnected gaggle of cores? In the case of [bitluni]’s project, …read more
AI supercycle could drive semiconductor market beyond US$2 trillion by 2030 - The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with...
Micron breaks ground on $9bn Hiroshima fab expansion - At the weekend, Micron broke ground on a $9.3 billion expansion of its fab in Hiroshima supported by a $4.8 billion allocation by the Japanese government. “Micron’s very first HBM production wafer was made right here in Hiroshima,” said Micron CEO Sanjay Mehrotra at the ceremony, “when American...
