Semi. Fabs and Clean Rooms 94m ago: TSMC Arizona second fab completed construction, volume production 2027. Micron DRAM megafabs breaking ground in NY and ID. Samsung Taylor TX $17B fab resumed. Tata-PSMC Dholera ~$11B fab groundbreaking, 50k wpm at 28-110nm, pilot end-2026. TSMC Kumamoto second fab approved for 3nm. Global 300mm equipment spend $149B (2026) to $227B (2029). Cleanroom lead times 36-48 months for ISO Class 1 High-NA EUV.
The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip - Applied Materials President and CEO Gary Dickerson with the EPIC Center founding partners on October 12, 2026, in Sunnyvale, CA. (Tomas Ovalle/AP Content Services for Applied Materials, Inc.) The bottlenecks are becoming interconnected
Innodisk’s DDR5 8000 RDIMM addresses edge AI - Innodisk is expanding its DDR5 portfolio with 8000 RDIMM for compute-intensive applications, such as edge AI and enterprise servers. As the name indicates, the modules deliver data transfer speeds of […] The post Innodisk’s DDR5 8000 RDIMM addresses edge AI appeared first on Electronics Weekly .
Korea cannot dismiss the despair of French youth (KOR) - Korea cannot dismiss the despair of French youth (KOR) France’s economic strain and anger among the youth at its entrenched system should serve as a clear warning for Korea to diversify growth, create jobs and make housing more affordable. 10/19/2026 - 08:26 PM Opinion Desk
Automotive sensor power supply without a switching pre-regulator - An automotive sensor power supply appears deceptively simple to design but in fact poses many formidable challenges. The post Automotive sensor power supply without a switching pre-regulator appeared first on EDN .
Chip Industry Technical Paper Roundup: Oct. 20 - HBM power consumption; GAAFET leakage pathways; agentic AI for heterogeneous system design; nanoelectromechanical gain-cell eDRAM; AI-accelerated 3D-IC thermal modeling; agentic AI for RTL verification and debugging; thermal side-channel attacks in autonomous vehicles. The post Chip Industry Technical...
Good Golly It’s MOLY - 65 years ago this ad for TI diodes packaged using its Molybdenum Glass hermetic seal technique appeared in Electronics Weekly’s edition of May 3 1961: The post Good Golly It’s MOLY appeared first on Electronics Weekly .
Electronic System Design Industry Posts $5.7 Billion in Revenue in Q2 2026, ESD Alliance Reports - Electronic System Design (ESD) industry revenue increased 12.2% to $5,710.8 million in the second quarter of 2026 from the $5,089.4 million registered in the second quarter of 2025, the ESD Alliance, a SEMI Technology Coalition, announced today. The post Electronic System Design Industry Posts $5.7 Billion...
WFE to the Moon (Still), Semicon West and OCP Insights - In this action-packed episode of The Circuit, Ben Bajarin and Jay Goldberg recap a hectic week in Silicon Valley, spanning Semicon West in San Francisco, the Open Compute Project (OCP) Summit in San Jose, and major analyst events. The hosts examine the evolving semicap and wafer equipment landscape—including...
Starboard Sees Value In Apple Chip Supplier Skyworks - Starboard Value, which just acquired a stake in Skyworks Solutions Inc. via its takeover of Qorvo Inc., sees big upside should it execute on the goals of its merger with the rival wireless chipmaker, according to people familiar with the matter.
Accelerate Motor Control and Embedded Development With Microchip - Microchip rounds out its newest release wave with tools built for engineers developing and debugging embedded systems—from a dual-core motor control daughter card to an OpenOCD debug probe, a new Curiosity Nano and a functional safety development kit.
The Workforce Behind the Roadmap - For three years, every semiconductor conference has featured some version of the same slide: the industry doesn’t have enough people to build what it’s promising. This month, SEMI’s National Network for Microelectronics Education (NNME), backed by the National Science Foundation and the U.S. Department...
Shift-Left DE-Via - Calibre-aware, short-resilient via insertion for signoff-ready physical design. The post Shift-Left DE-Via appeared first on Semiconductor Engineering .
Scientists Discover Metals That Refuse To Crack at an Astonishing -424°F - Two experimental alloys resisted cracking at −424°F by forming new crystal defects, offering a possible route to tougher metals for extreme cold. Most metals become stronger as they cool, but some also become more vulnerable to breaking. Iron, tungsten, and chromium belong to a class called body-centered...
Spending looks different when you're in charge - Spending looks different when you're in charge A record budget and temporary tax windfall should prompt debt reduction and stronger oversight before new spending becomes permanent. 10/18/2026 - 11:01 AM Opinion Desk
Korean AI IPO Plunge Shakes Wall Street - Ipek Ozkardeskaya, an analyst at Swissquote, told Reuters, “Recent selling in semiconductor stocks has eroded investor sentiment.
Musk and Anthropic test rival models for sharing AI wealth with the public - The advent of artificial intelligence (AI) is best understood as revolutionary in modern society, transforming industries and reshaping daily life as successive rounds of rapid growth push AI deeper into nearly every aspect of social and economic activity.
From boon to burden: AI spending woes leave Kospi among worst-performing major indexes - From boon to burden: AI spending woes leave Kospi among worst-performing major indexes Concerns over AI infrastructure spending are hitting Samsung Electronics and SK hynix, magnifying losses across Korea’s stock market. 10/20/2026 - 06:24 AM JIN MIN-JI, LEE JAE-LIM
Foreigners buying US shares for AI bet - Foreign buying of US shares has increased sharply in the last four years, according to the IMF. The figures published in the IMF Global Financial Stability Report this October are […] The post Foreigners buying US shares for AI bet appeared first on Electronics Weekly .
Building Physical AI Systems That Can Work in the Real World - Build scalable physical AI by balancing compute, power, safety, and cost—see why system architecture outperforms raw model size. The post Building Physical AI Systems That Can Work in the Real World appeared first on EE Times .
Bloomberg Daybreak Asia: Asia Bucks US Chip Rally - Business and finance news from the Asia-Pacific.Asian stocks dropped, diverging from a chip-led rally on Wall Street, as sentiment toward the artificial intelligence trade remained jittery ahead of key earnings this week that will test the strength of gains in the technology sector. The MSCI Asia Pacific...
Qualcomm Wins Key Claims Against Arm, but Damages Total Just $2 - The verdict is the latest chapter in a four-year IP dispute between the two chip giants, safeguarding Qualcomm's custom processors while placing financial pressure on Arm. The post Qualcomm Wins Key Claims Against Arm, but Damages Total Just $2 appeared first on EE Times .
Korea cannot dismiss the despair of French youth - Korea cannot dismiss the despair of French youth France’s economic strain and anger among the youth at its entrenched system should serve as a clear warning for Korea to diversify growth, create jobs and make housing more affordable. 10/19/2026 - 11:01 AM Opinion Desk
Chip Startup Tenstorrent Raises Funds at $6.2 Billion Value - AI chip startup Tenstorrent Inc., after attracting takeover interest earlier this year, has raised $1.5 billion from investors in a funding round that boosts its valuation to $6.2 billion.
Special Report: Comparison of MediaTek's FR2 IF Tranceivers - The report is written for RF architects, competitive analysts, and product planners who need to understand how a leading mmWave transceiver supplier changes its design from one generation to the next. The analysis first lays out the three devices side by side across the package, die, and architecture...
Cloud giants’ capital spending to exceed $1.5T in 2027 - The world’s nine largest cloud service providers are expected to spend more than 1.5 trillion dollars on capital investments in 2027, up 60 percent from this year, according to Trendforce.
Researchers Unleash Record-Breaking X-Ray Flashes in Just 300 Attoseconds - Researchers used the European XFEL to produce ultrashort X-ray flashes that reached record intensity for this type of pulse. To understand chemical reactions and perhaps one day control the electrons involved, scientists need a detailed picture of how electrons behave inside atoms and molecules. X-rays...
Thermal Side Channels Create New Security Risks For Autonomous Vehicles (Missouri S&T) - Researchers at Missouri University of Science and Technology published “Can Autonomous Vehicles Keep Their Cool? A Survey of Thermal Side-Channel and Perception Attacks.” Abstract excerpt: “This survey systematizes thirteen representative works into thermal perception integrity, telemetry leakage,...
Korean won climbs to two-year high as chip exports boost dollar supply - Korean won climbs to two-year high as chip exports boost dollar supply The won strengthened against the dollar as robust exports and a widening trade surplus increased market dollar supply, though geopolitical and oil-price risks remain. 10/18/2026 - 01:00 AM
NTT Consortium Developing Mass-Production Tech for Optical Chiplets - The participating companies will jointly develop mass-production technologies for optical chiplets, with NTT serving as an advisor. The post NTT Consortium Developing Mass-Production Tech for Optical Chiplets appeared first on Semiconductor Digest .
How Singapore Connects Chip Research, Startups, and Manufacturing - From SiC power devices to silicon photonics, Singapore is building the infrastructure and industrial partnerships needed to bring deep-tech research to market. The post How Singapore Connects Chip Research, Startups, and Manufacturing appeared first on EE Times .
Perché proprio il carburo di silicio (SiC)? - La specifica di Google, Microsoft e NVIDIA non impone nessuna tecnologia. Ma tre formule spiegano perché, oggi, i suoi numeri portano al SiC.
Powertip Technology transitions into a solutions provider as demand and costs rise - Powertip Technology is transitioning from a module design and supply company to a solutions provider. The company has seen rising demand in the first half of 2026 as the electronics and manufacturing industries faced higher material costs, which it aims to control by negotiating price adjustments with...
[News] China’s NAURA Targets Hybrid Bonding With RMB 405M Deal as Domestic Equipment Push Accelerates - China's semiconductor equipment makers are stepping up their push into advanced packaging as demand grows for technologies supporting HBM and chiplet integration. According to ETNews and Yicai, China's largest semiconductor equipment maker, NAURA, plans to acquire a hybrid bonding specialist to stre......
Samsung transfers 126 technologies free of charge to 99 smaller Korean firms - Samsung Electronics has transferred 126 of its mobile, display, and home appliance technologies free of charge to 99 small and midsize companies this year, with mobile technologies making up the bulk of the handover, according to South Korea's Ministry of Trade, Industry and Resources, which hosted the...
Korean manufacturers redraw China playbook as U.S. pressure escalates - Korean manufacturers redraw China playbook as U.S. pressure escalates Samsung, SK hynix and Hyundai are shifting investment toward the United States, India, Vietnam and Japan as the Trump administration and intensifying U.S.-China competition reshape supply chains. 10/18/2026 - 06:00 PM SARAH CHEA, PARK...
Agentic AI Explores Heterogeneous Chip and Interconnect Architectures (Argonne, UIUC) - Researchers at Argonne National Laboratory and the University of Illinois Urbana-Champaign published a technical paper titled “Agentic AI for Heterogeneous System Design Across Chip, Scale-Up, and Scale-Out Domains.” Abstract Excerpt: “The design space of modern AI/HPC systems has expanded rapidly...
Spectrum Instrumentation digitisers get onboard averaging function - Spectrum Instrumentation has introduced a new firmware option for its high-resolution 59xx series digitizers to perform onboard summation averaging. The tool is for reducing unwanted signal noise while and improving […] The post Spectrum Instrumentation digitisers get onboard averaging function appeared...
Scientists Turn Ordinary Plastic Into Billions of Tiny Diamonds Using Powerful Lasers - Diamonds recovered from plastic contain roughly 3,000 atoms each and could be modified with other elements for future use in medical imaging. Powerful lasers can turn plastic into tiny diamonds, but recovering the crystals means catching them as they shoot out at speeds comparable to a meteorite impact....
Who Wants A Sports Car? - Tesla unveiled its flying Roadster last week, marking a return to the company’s roots. The very first vehicle Tesla ever sold was an electric sports car. The new Roadster is […] The post Who Wants A Sports Car? appeared first on Electronics Weekly .
SFP: The multimode module autopsy - A dissimilar laser technology trades off range for cost, at least theoretically. But it’s still faster than the LED-based predecessor. The post SFP: The multimode module autopsy appeared first on EDN .
Multidimensional Microscope Reveals Ultrafast Changes in Materials - To understand the microscopic processes underlying quantum and optoelectronic materials, it is necessary to observe how the materials evolve in across space and time. Existing techniques cannot simultaneously resolve ultrafast coherent dynamics with microscopic spatial information. Pump-probe microscopy...
From Macro to Micro, and Back - This year’s Nobel prizes explained large systems through their smallest parts. What can chip design learn from them, and can AI help us design in the other direction too? The post From Macro to Micro, and Back appeared first on EE Times .
Elektrobit software + Microchip hardware to accelerate vehicle production - Elektrobit, the automotive software specialist, and Microchip are to simplify and accelerate AUTOSAR-based software development for automotive manufacturers and suppliers. By combining Microchip’s automotive hardware platforms with Elektrobit’s AUTOSAR software, […] The post Elektrobit software...
Fiber optic gyroscopes: Elegant engineering of modern inertial navigation - Fiber optic gyroscope (FOG), a marvel of solid-state engineering, bridges Einstein’s relativity with modern tactical guidance. The post Fiber optic gyroscopes: Elegant engineering of modern inertial navigation appeared first on EDN .
La Cina scala il packaging - Utili in forte crescita, fabbriche nuove, debito a tassi agevolati e ora anche nuovo capitale.
CEO Interview with Francisco Almada Lobo of Critical Manufacturing - Francisco Almada Lobo is CEO and co-founder of Critical Manufacturing. He began his career at a CIM research institute and joined Siemens Semiconductors in 1997. In 2004 he led the migration of an MES in a running high-volume facility, and from 2005 to 2009 he managed the Porto Development Center for...
