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 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 Semi. Fabs and Clean Rooms
90m ago: TSMC Arizona Fab 21 ramping with strong yields on N4/N5 for Apple/AMD/NVIDIA; Phase 2 equipment install Q4 2026. Samsung Taylor 2nm sold out pre-ramp to Tesla/Broadcom/Arm. Terafab (Tesla/SpaceX/xAI + Intel) announced for 1TW AI chips/year. India reaches 5 operational units with Tata Dholera alliances (Fujifilm, L&T, Nexperia). Cleanroom firm Fabtech expanding order book.

 SEMICON West’s “Bridging design and Manufacturing with AI” Design Session Explores AI as Practical Lever Across Entire Lifecycle  - 2026 is “Bridging Design and Manufacturing with AI” during a day-long session Tuesday, October 13, from 10:30 a.m. to 4:30 p.m. at San Francisco’s Moscone Center, North Hall, Lower Level, Room 20.

 Embedded AI takes centre stage at EWNA 2026  - Elektor is reporting from embedded world North America 2026 in Anaheim, California, where companies are demonstrating technologies spanning FPGA-based edge…

 Lee urges Wall Street to invest in South Korea, touts US–Korea industrial push  - The president said, “I propose that you join the path of a major leap forward in advanced industries that Korea will lead,” adding, “We will expand semiconductor production bases to double memory production

 AI is a Three-Year-Old Superman

 Taiwan pairs TSMC and MediaTek to outpace South Korea in chip design

 CXMT Triples Factory Investment Amid DRAM Surge

 China’s CXMT triples plant commitments as AI boom fuels DRAM surge, pressuring Korea

 KOSPI Holds 7,000-Point Mark Amid Profit-Taking Ahead of Holiday

 Roundhill CEO Dave Mazza: China Won’t Easily Crack the Memory Big Three

 Sellers cap South Korea stocks as KOSPI holds 7,000 before Chuseok

 SC Bank Korea courts Samsung semiconductor union with preferential finance

 OECD Raises South Korea's Growth Forecast to 3.7%

 MediaTek Enters PC, Server Semiconductor Design

 Foreigners and individuals dump Korea stocks ahead of Chuseok, drag Kospi lower

 KOSPI Dips on Foreign, Individual Selling Ahead of Chuseok

 Nasdaq Hits Record High Amid Mixed Markets

 Korea opens tripartite talks on mega special zone labor exemptions

 Samsung Electro-Mechanics AI Benefits Expand to CPUs

 Meritz lifts Samsung Electro-Mechanics on CPU-driven AI demand in Korea

 KOSPI Rises 2% on U.S. Tech Gains Ahead of Chuseok

 Korea stocks jump on US tech rally as traders eye holiday profit-taking

 ADB Raises South Korea’s Growth Forecast to 3.2%

 Asian Development Bank Raises South Korea Growth Forecast to 3.2%

 DeepX CEO Proposes High-Efficiency Physical AI Solutions

 DeepX spotlights physical AI at CES 2027 media event in the United States

 Korea consumer confidence rises on market calm and chip-led growth

 Tech Gains, Bank Weakness in Mixed New York Close

 Tech rallies, banks slip as Wall Street eyes US–China summit and Iran thaw

 Tiny OLED pixels can be manufactured like microchips using chemical-resistant polymers  - Screens are becoming smaller and sharper. This can be seen, for example, in augmented reality glasses and the electronic viewfinders of cameras, some of which have a screen diagonal of less than 1 centimeter (0.4 inches).

 China’s storage makers aim to climb value chain with advanced packaging bets  - Biwin Storage Technology invests US$672 million in latest example of a storage firm looking to upgrade its business model

 With PEN nearing end-of-life, capacitors built on it must change  - Capacitor manufacturers face a choice between dropping in a lookalike or rebuilding capacitor around what modern systems now demand. The post With PEN nearing end-of-life, capacitors built on it must change appeared first on EDN .

 SEMICON INDIA 2026: India Starts Packaging Chips as Ecosystem Takes Shape  - India moves five chip packaging plants into production as $13.5 billion ISM 2.0 expands manufacturing, design, and engineering capabilities. The post SEMICON INDIA 2026: India Starts Packaging Chips as Ecosystem Takes Shape appeared first on EE Times .

 A JavaScript OS for the ESP32  - Given the incredible power of modern microcontrollers, we’ve seen quite a few attempts to turn them into more general purpose computers over the years. KryonOS from [Haris] is the latest, …read more

 BluGlass secures A$8.0 million R&D funding facility  - Highlights BluGlass has secured a new A$8.0 million R&D loan facility with Rockford RDF Pty Ltd, replacing its existing A$2.27…

 Agent-E2MD: Autonomous Translation of Interatomic Potential Equations into Physically Validated Pair Styles for Molecular Dynamics in LAMMPS  - Interatomic potentials underpin MD and govern predictive atomistic-model fidelity for metals, semiconductors , oxides, liquids, and reactive systems. A potential has limited practical value until reliably implemented in production MD code. Slow, expertise-intensive implementation requires more than equation-to-C++...

 Nexstrom Raises $12M Seed Round to Commercialize the First 12-Inch Single-Crystal 2D Semiconductor Platform  - Nexstrom, the semiconductor company building the first wafer-scale platform for 2D semiconductor materials, today announced it has raised a $12 million seed round led by Xora Innovation, with participation from Foothill Ventures and SEEDS. The post Nexstrom Raises $12M Seed Round to Commercialize the...

 Apple A20 Pro: Inside the iPhone 18 Pro’s TSMC 2nm Processor  - TechInsights analyzes Apple’s A20 Pro processor, revealing TSMC N2 gate-all-around technology, expanded AI and graphics processing, and a new side-by-side memory packaging architecture.

 From Test Compression To Hierarchical Connectivity: Scaling SoC Test For AI And HPC Devices  - While compression reduces test data volume, efficient distribution of test data remains equally important. The post From Test Compression To Hierarchical Connectivity: Scaling SoC Test For AI And HPC Devices appeared first on Semiconductor Engineering .

 Beyond Capacity Expansion: TSMC Builds an Advanced Packaging Validation Hub in Kaohsiung  - Original Article By SemiVision Research [Reading time: 7 mins]

 Sydor Completes Tech Center at MCC Campus  - Work has been completed on the Sydor Optics Advanced Technology Center at Monroe Community College (MCC)’s main campus in the town of Brighton in Monroe County, N.Y. The $69.6 million project moved critical technology programs from an outdated facility on West Henrietta Road to the state-of-the-art...

 This week’s outside five sigma (#117)  - Intel 4 Interconnect Cross Section and Metal Selection

 Smart Photonics and Globalfoundries launch joint photonics foundry service  - Eindhoven-based Smart Photonics and Globalfoundries have launched an integrated-photonics foundry service that combines both their material platforms.

 BOK stresses vigilance over financial imbalances, rising debts tied to higher interest rates  - BOK stresses vigilance over financial imbalances, rising debts tied to higher interest rates In a financial report, the central bank said strong economic growth is weighed against deepening income disparity. 9/22/2026 - 05:44 AM

 Alibaba touts 'most powerful AI chip in China' for data center buildout  - Conglomerate targets 20 GW of capacity by 2032 as tech safety debate unfolds

 Korea picks Texas gas plant as first project in $200 billion U.S. investment package  - Korea picks Texas gas plant as first project in $200 billion U.S. investment package A $22.3 billion Texas gas power plant is the first project in Korea's $200 billion U.S. investment package, while nuclear reactor and Alaska LNG plans remain under review. 9/21/2026 - 11:01 PM SARAH CHEA

 UK’s SARAH helping US Mercury space effort  - BRITISH electronic equipment is playing a vital part in America’s man – in – space programme, project Mercury. So, 65 years ago, started a story in Electronics Weekly’s edition of […] The post UK’s SARAH helping US Mercury space effort appeared first on Electronics Weekly .

 Perpetual underdog AMD nips at Nvidia's heels as it joins the $1T club  - Fueled by the AI boom, the House of Zen's rise isn't just Instinct - Lisa Su is riding high on some Epyc design chops too

 Coherent Launches PhotonLink™ Integrated Optics Platform for AI Infrastructu  - Coherent launches PhotonLink™, an integrated optics platform that combines critical photonics technologies with end-to-end assembly, test, and manufacturing capabilities to deliver complete optical solutions for next-generation AI infrastructure.

 MEMS Sensor Developer sensiBel to Adopt X-Celeprint’s Micro-Transfer Printing Process  - senisiBel, a developer of optical MEMS sensing technology, has established a strategic manufacturing partnership with X-Celeprint, a provider of micro-transfer printing (MTP) industrial solutions. Through this partnership, sensiBel will use MTP to...

 [News] Chinese Researchers Achieve Breakthrough in Superconducting Quantum Computer Architecture  - Researchers from Origin Quantum, in collaboration with the University of Science and Technology of China (USTC) and the Institute of Artificial Intelligence at the Hefei Comprehensive National Science Center, have developed a coherent quantum routing system for bucket-brigade Quantum Random Access M......

 Exports up 78% in first 20 days of September on robust chip shipments  - Exports up 78% in first 20 days of September on robust chip shipments Korea's exports surged 78 percent in the first 20 days of September, led by a 259 percent jump in semiconductor shipments. 9/20/2026 - 09:58 PM

 How 60 GHz Radar Improves Low-Power Presence Sensing In IoT Devices  - Track occupancy and motion continuously without keeping the full sensing and processing chain active. The post How 60 GHz Radar Improves Low-Power Presence Sensing In IoT Devices appeared first on Semiconductor Engineering .

 Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure  - In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on the necessity of solving the interconnect bottleneck in large-scale AI data centers by transitioning to...

 ARIA funds Space Solar for stratospheric RF power beaming  - Space Solar, the Harwell-based space company specialising in wireless power beaming, has won a £1.3m research contract from the UK’s Advanced Research + Invention Agency (ARIA). The award from ARIA […] The post ARIA funds Space Solar for stratospheric RF power beaming appeared first on Electronics...

 🌘 Americas 
🇺🇸  ---  🌑

7d Micron Technolo…

 Technical Report: Nordic nRF54LM20B Multiprotocol BT 6.0 LE SoC w/ Integrated NPU Floorplan Analysis  - This report presents a Basic Floorplan Analysis of the Nordic Semiconductor nRF54LM20B die found inside the Nordic Semiconductor nRF54LM20B system-on-chip (SoC) component.

 Thoughts return to forbidden RAM upgrades as Raspberry Pi OS gets fresh lick of paint  - New dock and app launcher arrive while soaring memory prices revive scrutiny of a two-year-old firmware restriction

 Europe's fastest supercomputer is finally getting its domestic silicon infusion  - Bull, the system builder behind JUPITER, takes delivery of SiPearl's long-awaited Rhea1 CPUs

 China Sets Four Red Lines: Taiwan, Rights, System, Development  - Amid U.S. tightening of AI and semiconductor restrictions, Beijing appears to prioritize protecting its frontline AI talent over showcasing them on the diplomatic stage.

 SOSA-aligned TVPX210 3U OpenVPX carrier board offers modular I/O  - Tews Iechnologies has announced its TVPX210, a 3U OpenVPX carrier board aligning with the SOSA technical standard. It’s for system designers to integrate high-performance modular I/O into next-generation defence and […] The post SOSA-aligned TVPX210 3U OpenVPX carrier board offers modular I/O appeared...

 8 to 48 volt PWM relay/solenoid driver finds fault, pinches power  - This versatile Design Idea survives and reports open- and short-circuits, not to mention multiplying efficiencies. The post 8 to 48 volt PWM relay/solenoid driver finds fault, pinches power appeared first on EDN .

 The Brightest Star of the Constellation  - Is Samsung Electronics Heading for a Break-up?\ \\

 Lightera Secures Investment to Expand Submarine Optical Fiber Manufacturing  - Lightera has secured what it calls a major capital investment to expand its submarine optical fiber manufacturing operations in Denmark and the United States, bolstering its ability to meet growing demand for submarine communications infrastructure....

 Samsung LPDDR6 validated by Qualcomm for next-gen Snapdragon platform  - AI workloads are pushing cloud, edge, and mobile devices toward tighter power budgets and heavier data traffic, making memory efficiency a growing global issue. Samsung is positioning its new LPDDR6 as a response, with higher bandwidth, lower power use, and improved reliability for next-generation on-device...

 Qualcomm and Google eye Agentic AI, expand partnership to GoogleBook, automotives

 Biwin Storage commits US$672M to double down on 2.5D packaging, compute-memory integration

 LG Electronics, Microsoft enter partnership on AI data centers, physical AI

 With Xi's Washington visit incoming, trade data show how the tariff war has reshaped US-China tech flows

 YMTC wins German injunctions against Micron in latest round of NAND patent battle

 Engineering over panic: Jensen Huang's pragmatic vision for the future of AI

 US, China diverge on AI guardrails ahead of Trump-Xi summit

 SKC raises Absolics stake to 82% as glass substrates remain in testing

 CME Group's GPU futures debut stalls as CFTC flags concerns

 Meta's Muse gains users as human support raises privacy questions

 Qualcomm launches dual Snapdragon flagship platforms for Xiaomi, Honor

 Nexperia China turns 12-inch wafers into the backbone of its chip supply-chain reset

 Acer defends Europe's biggest PC market with top-two gaming rank in Germany

 Nvidia's 800V power shift hands Taiwan's capacitor makers a new AI segment

 GLT pivots into life sciences with US-patented precast gels

 DeepSeek, Moonshot, the hidden cost of routing China's AI through Claude

 Hygon takes China's CPU ambitions beyond servers and into physical AI

 Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

 Hermes-Epitek eyes CPO test revenue in 2027

 ZDT prices US$800M ECB to expand AI server PCB push

 Taiwan uses AI to close drone thermal imaging gap

 Europe industrial controls rebound lifts Higgstec's 1H26 growth

 ASRock's center of gravity moves from motherboards to AI servers

 Anthropic and OpenAI both cut frontier model prices, ten days after calling for a slowdown

 Acbel targets Europe's fast-charging market with new high-power DC modules

 Malaysia reviews data centre benefits after 40-plus 2026 applications

 Taiwan courts Indian IIT chief in bid to boost chip talent ties

 Taiwan's August export orders top US$100 billion as overseas production edges up

 Trump rejects global AI controls, urges US to press ahead with "superintelligence"

 MediaTek, Qualcomm target Googlebook with Arm push

 Commentary: Zhengfei Ren rumors expose a deeper chill across China's tech sector

 Einride builds its next autonomous truck on Nvidia Hyperion as the gap between fleet, driverless fleet stays wide

 India's Dixon looks beyond smartphones to crack global EMS top 10

 Kospi climbs 1.21% as rally continues before Chuseok break  - Kospi climbs 1.21% as rally continues before Chuseok break The main bourse gained 63.01 points to close at 7,080.92 on a day of light trading as investors took a breather. 9/23/2026 - 03:42 AM

 Chip Turf War in China  - A Chinese semiconductor industry Turf War is brewing as DRAM specialist CXMT looks to get into NAND – the province of Yangtze Memory (YMTC) – while YMTC is making moves […] The post Chip Turf War in China appeared first on Electronics Weekly .

 From RAIN to AI data downpour, Impinj focuses on Physical Intelligence  - Long-time RFID leader Impinj created a new company logo and platform around Physical Intelligence to stress the link between billions of physical items and AI.

 China’s AI self-reliance presents opportunities but valuations, geopolitics are risks: BofA  - The nation’s tech firms are catching up with overseas rivals while a wave of high-profile listings has broadened investment opportunities

 AI雙引擎點火 嘉晶營運加速  - 嘉晶(3016)董事長徐建華表示,AI伺服器帶動電源管理與高速光通訊需求同步升溫,該公司鎖定AI Power與AI Optical Connectivity兩大成長引擎,8吋矽磊晶產能已滿載,鍺矽(Ge/Si)光偵測器(PD)磊晶也供不應求。 嘉晶22 舉行法說會,該公司預估,2026...

 The State of the U.S. Semiconductor Manufacturing Workforce 2026 Benchmark Report  - America’s semiconductor workforce is entering a decisive growth period, but employment capacity is not yet keeping pace with investment. New fabrication plants, packaging facilities, and supplier expansions are creating demand for thousands of engineers, technicians, operators, and skilled tradespeople....

 High-Intensity Rowhammer Attack On GPUs Leveraging Non-uniform Hammering (U. of Toronto)  - Researchers at the University of Toronto published a technical paper titled “GPUThor: Amplifying Rowhammer Attacks via Non-Uniform Patterns to Exploit ECC-Protected GPUs.” Abstract Excerpt “We present GPUThor, a high-intensity Rowhammer attack on NVIDIA GPUs leveraging non-uniform hammering. GPUThor...

 Canadian Startup Sees Success in Space Qualification  - Novigrad is forging a pathway for faster, more accessible radiation testing as a growing wave of space missions drives demand for reliable, resilient electronics. The post Canadian Startup Sees Success in Space Qualification appeared first on EE Times .

 Frequency division by any number, with a 50% duty cycle output  - Using the concept and leveraging the example circuits in this Design Idea, you can divide any frequency by any number divisible by 2. The post Frequency division by any number, with a 50% duty cycle output appeared first on EDN .

 Strong Performance You Can Feel: New E-Bike Drive Systems Impress at Bike Festa Brixen  - The magnesium motor with 120 Nm and the aluminum version with 110 Nm deliver powerful assistance, dynamic acceleration, and outstanding riding comfort.

 DRAM Module Revenue Surges 59% YoY in 2025 as Crowding-Out Effect Constrains Chip Supply and Drives Prices Higher, Says TrendForce  - According to TrendForce statistics, the global DRAM module market generated $21.2 billion in revenue in 2025, up a strong 59% YoY. Rising prices and concentrated shipments from DRAM module makers in the second half of the year helped drive growth. This marked a significant acceleration from the 7% growth...

 How AI Is Accelerating PCB Design and Prototyping  - AI tools compress PCB design timelines from months to hours, enabling faster iteration cycles and letting engineers focus on innovation. The post How AI Is Accelerating PCB Design and Prototyping appeared first on EE Times .

 TechNexion Expands Edge AI Vision Solutions with the Ara240 Discrete Neural Processing Unit  - TechNexion’s TELOS-AI4000, powered by NXP Ara240 DNPU, enables scalable edge AI vision for real-time industrial applications.

 ECOC 2026: Important Product Announcements Around Optical Scale-Up  - Teradyne, ams OSRAM, Lumentum. Qualcomm. Coherent.

 Narrative: Global 5G and LTE Handset Revenue and ASP by Vendor – Q2 2026  - The global 5G average selling price (ASP) rose 16.3% year-over-year in Q2 2026, confirming that the ASP inflection first observed in Q1 is structural rather than seasonal. Sustained DRAM and NAND cost inflation, aggressive premiumization of mid-tier portfolios, and Apple's growing revenue weight are all...

 Computation and Data Movement for Inference  - Mapping MoE models onto inference hardware: structure, flow, and efficient serving…

 The Lifelines of Power: Sea, Oil, Space  - Original Article By SemiVision Research [Reading time: 11mins]

 China’s DRAM Specialist CXMT Eyes NAND Flash Entry  - China’s twin memory stars, CXMT and YMTC, move into each other’s turf to capitalize on AI-driven storage shortages. The post China’s DRAM Specialist CXMT Eyes NAND Flash Entry appeared first on EE Times .

 Anthropic’s AI Slowdown, OpenAI’s $1.2T Valuation & Salesforce’s AI Bet  - Anthropic's "Pace the Frontier" essay set off a week in which nearly every major AI leader, and two heads of state, weighed in on whether the frontier should slow down. Patrick Moorhead and Daniel Newman read the incident as something larger than a safety debate. Whoever sets the pace of the frontier...

 Qualcomm’s Adreno X2 GPU ...  - Integrated GPUs have become a crucial component in recent laptop chips, thanks to a push for better graphics performance in ultraportable devices. ...

 Magnachip Announces Strategic Investment by Navitas Semiconductor  - Magnachip Semiconductor Corporation, a designer and manufacturer of analog and mixed-signal power semiconductor platform solutions, today announced that Navitas Semiconductor Corporation has agreed to make a $5 million strategic equity investment in Magnachip. The post Magnachip Announces Strategic Investment...

 Kospi closes 1.65% higher on chip gains despite Middle East tensions  - Kospi closes 1.65% higher on chip gains despite Middle East tensions Seoul shares rose 1.65 percent as institutional buying lifted Samsung Electronics and other semiconductor stocks despite Middle East tensions and oil above $100. 9/21/2026 - 04:25 AM

 [Market Memo] Calm Before the IPO Storm  - Pirates don’t agree to truces.

 Inside the Tiny Unfixable Eye: iPhone 18 Pro and Pro Max Teardown  - The iPhone 18 Pro’s little mechanical pupil is irresistible. A bunch of moving parts make for a good excuse to put our brand new camera under the microscope. We weren’t…

 Sponsored Content: Single-board computer Raspberry Pi 4B 3GB RAM in TME’s offer  - The family of single-board computers Raspberry Pi 4 has remained one of the most popular solutions used by hobbyists, educators, and professional electronic system designers for years. Thanks to its compact size, rich […] The post Sponsored Content: Single-board computer Raspberry Pi 4B 3GB RAM in TME’s...

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺 ---  ☀️ +

 Cognex Launches New Wafer Reader to Help Semiconductor Manufacturers Scale Production  - Cognex Corporation today announced the launch of the In-Sight 1750 Series, a next-generation wafer and panel identification system designed to help semiconductor manufacturers reduce disruptions, improve traceability, and maintain throughput. The post Cognex Launches New Wafer Reader to Help Semiconductor...

 Steam Frame Teardown: We’re Fans. Except of the Fan  - Finally, finally, the Steam Frame is here! Five years ago, rumors of an internal Valve project codenamed Deckard rocked the VR enthusiast world. Since then, gamers have salivated over the…

 An Epyc trip to Venice: Everything we do and don't know about AMD's 256-core monster chip  - 16 channels of DDR5, 5 GHz clock speeds, and support for CXL 3.1 memory god boxes? What's not to like?

 Lee touts shipbuilding cooperation with Trump at New York investment event  - Lee touts shipbuilding cooperation with Trump at New York investment event President Lee Jae Myung told Wall Street investors that cooperation with U.S. President Donald Trump on naval shipbuilding could yield "tangible results." 9/23/2026 - 11:59 AM SARAH KIM

 EU Tech Push Boosts Ultrafast Laser Startups  - Data centers and commercial demand complement EU support

 Pacing problem: can AI fears overcome US-China race dynamics and force a slowdown?  - Despite US AI leaders’ warnings over the risks of rapid development, they remain locked in a high-stakes race against each other – and China

 Mental Health  - Four in ten 10 adults in countries like Australia, the U.S. and Canada reported that they had experienced mental health problems, such as stress, anxiety or depression in the 12 […] The post Mental Health appeared first on Electronics Weekly .

 創見推AI嵌入式鏡頭模組 攜研華搶攻Edge AI商機  - 創見資訊(2451)擴大Edge AI布局,推出ECM101U2C與ECM301G2F兩款嵌入式鏡頭模組,鎖定智慧零售、機器視覺、工業自動化及機器人等應用。 ECM101U2C採2MP CMOS感測器,支援Full HD、最高60fps及HDR,並透過USB 2.0 Type-C與UVC協定,降低工業電腦及Edge...

 [News] German Court Reportedly Finds Micron Infringed Two YMTC NAND Patents, Grants Injunctions  - A German court has issued two injunctions against Micron after finding that the company infringed YMTC patents related to 3D NAND technology. According to ijiwei, citing Ip Fray, the Munich I Regional Court handed down the first-instance rulings in two patent infringement cases, marking the latest d......

 Qorvo Achieves Key X-Band GaN Milestone in DARPA THREADS Program  - Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power solutions, today announced it has achieved more than a 400%[CL1.1] increase in the RF power density at X-band on Gallium Nitride (GaN) transistor through a research and development work funded by the Defense Advanced Research...

 Gadget Book: The Secret Life of Circuits  - Maybe one for the proto Gadget Master in your life... The Secret Life of Circuits, An Illustrated Guide to Electronic Circuit Design. The post Gadget Book: The Secret Life of Circuits appeared first on Electronics Weekly .

 Comparison of TSMC CoWoS-S, CoWoS-R, and CoWoS-L  - Chip-on-Wafer-on-Substrate, commonly called CoWoS, is an advanced packaging platform developed by TSMC . It allows processors, chiplets, and high-bandwidth memory stacks to be integrated within a single package. CoWoS has become especially important for artificial-intelligence accelerators and high-performance...

 [News] Korea’s HBM-Related Exports to Malaysia Soar 5.7-Fold in One Year as AI Packaging Demand Rises  - The AI packaging boom is reshaping South Korea’s HBM export flows, with Malaysia taking on a growing role. According to Chosun Biz, South Korea’s HBM-related exports to Malaysia have surged 5.7-fold in just one year. Annual exports stood at only around KRW 130 billion four years ago, but have no......

 OpenLight samples 3.T DR8 silicon photonics PICs  - Openlight is sampling the industry’s first 3.2T DR8 silicon photonic power ICs (PICs). They are fabricated using Tower Semiconductor’s PH18DA process. At CIOE 2026 in Shenzhen, the company also announced […] The post OpenLight samples 3.T DR8 silicon photonics PICs appeared first on Electronics...

 [News] TSMC’s A14 Race Heats Up: Pilot Run Reportedly Pulled Forward to 1Q27, Closing In on Intel’s 14A  - As TSMC prepares for A16 risk production in late 2026, its next-generation A14 node is reportedly running ahead of schedule. Commercial Times, citing IC design sources, says pilot production at Baoshan, Hsinchu, could begin as early as 1Q27—nearly matching Intel’s timeline for bringing 14A into ......

 Vacancy aggregation enhances NV- spin coherence in diamond: a cluster-correlation-expansion study of multi-vacancy spin baths in semiconductors  - Annealing a semiconductor makes its vacancies mobile; they aggregate into multi-vacancy complexes that often carry spin. Such centres are a magnetic-noise source for any spin qubit among them, in silicon and silicon carbide as well as in diamond, and they are accordingly blamed for NV- decoherence in...

 Concurrent HBM And Host Memory Access Improves LLM Inference Throughput (Georgia Tech, Nvidia, Stanford)  - Researchers at Georgia Tech, Nvidia Research, and Stanford University published a technical paper titled “BOOST: Concurrent Access to Host Memory and HBM to Accelerate LLM Inference.” Abstract Excerpt: “This paper presents BOOST, the first runtime system that provides concurrent and proportional...

 Coherent Showcases Optical Innovations to Scale AI Infrastructure at ECOC 2026  - Coherent showcases its latest optical innovations at ECOC 2026, spanning Scale-Up, Scale-Out, and Scale-Across connectivity to address the bandwidth, power, integration, and thermal challenges of next-generation AI infrastructure.

 AI Power Demands Push GaN into Data Center Design  - Rising AI power demands are pushing data center designers toward GaN-based power conversion for higher efficiency and density. The post AI Power Demands Push GaN into Data Center Design appeared first on EE Times .

 Brent’s Musings: This One Is for All the Marbles  - A childhood box of marbles reveals an unexpected family connection between century-old manufacturing innovation and a lifelong career in semiconductors.

 머스크 '테라팹', 상표권 분쟁... 美 테라프린트 "우리가 먼저"  - 일론 머스크가 미국 내 AI 반도체 대량 생산을 위해 추진하는 대형 프로젝트, '테라팹(TeraFab)'이 예기치 못한 장애물을 만났다. 전력 공급도, 반도체 생산 기술도, 건...

 Apple A20 Pro: The iPhone 18 Pro's TSMC 2nm Processor  - TechInsights performed an exploratory teardown and analysis of the Apple A20 Pro processor extracted from Apple’s newly released iPhone 18 Pro. The Apple A20 Pro application processor is fabricated using TSMC's N2 process—the first 2 nm process from TSMC featuring gate-all-around transistor technology....

 Korea ranks second from bottom of OECD for income redistribution  - Korea ranks second from bottom of OECD for income redistribution The country’s Gini coefficient, measuring income inequality, improved by 17.6 percent, about half the average of member states. 9/19/2026 - 11:20 PM

 Bi-Weekly Portfolio update & Weekly Retrospective #4  - Welcome to my portfolio review &retro section.

 Tech The Money: Nvidia is the Most Pilled of the AI-Pilled  - It's not even close. And that surprised me.