Semi. Fabs and Clean Rooms 3h ago: Samsung foundry demand for ≤8nm processes expected to exceed capacity with utilization >100%, boosting Taylor Plant 1 supply. SK hynix staggering cleanroom openings due to HBM complexity, with memory shortages likely through 2030 and capacity sold out through 2029. Intel 2023 fab yield dropped 15% YoY leading to $2.3B capex cut; foundry still loss-making. KLA sees wafer equipment market >$200B in 2027 with long lead times. Tata Dholera 28nm fab commissioning targeted for 2028. Substrate and yield bottlenecks persist.
Intel Q4 forecast disappoints - Intel’s Q3 revenue was $16.5 billion, up 21% YoY. Q4 revenue was forecast at $15 billion to $16 billion; “Our Q3 results demonstrate improving execution, meaningful progress expanding supply and […] The post Intel Q4 forecast disappoints appeared first on Electronics Weekly .
The Latest News In IC Packaging - TSMC buys plant; Marvell-Lumentum merger?; Tenstorrent; chiplets; design/manufacturing services; panel-level packaging
TANAKA and MEP to Establish Precious Metal Refining Joint Venture in Malaysia - The new company will be established in Batu Kawan Industrial Park in Penang, Malaysia, with TANAKA’s holding a 66.7% stake and MEP holding a 33.3% stake. The post TANAKA and MEP to Establish Precious Metal Refining Joint Venture in Malaysia appeared first on Semiconductor Digest .
An Attempt at a Useful Desktop OS For Microcontrollers - We’re living at an interesting time here in 2026, when microcontrollers are becoming powerful enough to surpass the capabilities of “real” computers from a time when those real computers were …read more
Welcome Marie Kane, Ph.D. to Our Stakeholder Advisory Board - FSI Stakeholder Advisory Board Update – October 2026 We are thrilled to welcome Marie Kane, Ph.D., to the Florida Semiconductor Institute Stakeholder Advisory Board. Dr. Kane brings more than 20 years of experience in research, technology and national security. She currently serves as Assistant Vice...
The Future of Electromagnetic Shields Could Be Lighter, Stronger, and Greener - Researchers are exploring a new generation of electromagnetic shielding materials that combine exceptional conductivity with improved strength and flexibility. Electromagnetic shielding materials must block unwanted signals without adding excessive weight or sacrificing durability. Conventional options,...
Titanium boosts thermoelectric performance of thin films by 250-fold - Every electronic device, factory and vehicle generates heat that often goes to waste. What if that energy could be recovered to generate electricity using thin films manufactured without high-temperature processing? Researchers ...
How AI Redefines Semiconductor Manufacturing, From Materials Up - AI chip advances depend on more than design, requiring new materials, manufacturing equipment, and packaging technologies to meet rising performance demands. The post How AI Redefines Semiconductor Manufacturing, From Materials Up appeared first on EE Times .
Amazon, Apple and Microsoft: New mobile computing platforms take off - Considering current semiconductor constraints, this has been a surprisingly busy October from a systems-release standpoint. The post Amazon, Apple and Microsoft: New mobile computing platforms take off appeared first on EDN .
ChipAgents Expands Full-Stack Agentic AI Across Digital and Analog Chip Design - ChipAgents, the category leader in agentic AI platforms for semiconductor design, announced the expansion of its AI-native engineering platform across digital and analog chip design, bringing more of the semiconductor development flow onto a shared agentic foundation. The post ChipAgents Expands Full-Stack...
SK hynix says DRAM, HBM booked through 2029 as profit soars to $62B - SK hynix says DRAM, HBM booked through 2029 as profit soars to $62B Record quarterly profit and a massive shareholder return plan lifted SK hynix and Korean chip stocks as AI-driven memory demand extends years ahead. 10/28/2026 - 06:48 AM LEE JAE-LIM
Simplifying Industrial Ethernet Industry Response to Growing Complexity - Industrial Ethernet networks are becoming more complex as automation systems demand higher bandwidth, real-time performance and seamless interoperability. Learn how integrated networking approaches can help design engineers simplify development and accelerate deployment.
Intel Wants a Quantum Business, Classiq Could Help Build One - After years of hardware research, Intel plans to acquire a software platform that connects quantum developers with enterprise users. The post Intel Wants a Quantum Business, Classiq Could Help Build One appeared first on EE Times .
Prospector: learning a compact graph traversal policy for scientific reasoning - …build its context, and answers with a chain of evidence that can be checked edge by edge against what its tools retrieved from the graph. On a knowledge graph built from the semiconductor -manufacturing literature, Prospector approaches the strongest off-the-shelf models given the same graph and tools,...
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up - Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes. Based on Lumentum's current market capitalization of approximately US$83 billion, the transaction would be Marvell's largest...
Numerical schemes for 1D capacitively coupled plasma fluid simulation - Capacitively coupled plasmas (CCP) are widely used in semiconductor manufacturing, where fluid models provide an efficient approach to the simulation of the low-temperature discharge. The model considered in this work couples the electron and the ion continuity equations, the electron energy equation...
Korea's semiconductor windfall is becoming a concern (KOR) - Korea's semiconductor windfall is becoming a concern (KOR) An AI-driven chip boom is masking stalled reforms, weak job quality and growing vulnerability to Chinese competition. 10/29/2026 - 08:38 PM Opinion Desk
Korea's semiconductor windfall is becoming a concern - Korea's semiconductor windfall is becoming a concern An AI-driven chip boom is masking stalled reforms, weak job quality and growing vulnerability to Chinese competition. 10/29/2026 - 11:01 AM Opinion Desk
Fable: The Thing That Was Too Good For Its Own Good - 27 years ago a university student looked for a way round having to buy CDs to get single tracks. He coded a programme letting students share tracks stored on their […] The post Fable: The Thing That Was Too Good For Its Own Good appeared first on Electronics Weekly .
Samsung’s 2026 capex surges to $59B - Samsung Electronics plans to spend a record 84.4 trillion won, approximately 59 billion dollars, on capital investments in 2026.
Toshiba in mass production of entry-class M4H Group MCUs - Toshiba has started mass production of three Entry-Class M4H Group MCUs for system control in consumer and industrial equipment. The MCUs are designed for consumer products such as air conditioners […] The post Toshiba in mass production of entry-class M4H Group MCUs appeared first on Electronics Weekly...
AMD 斥資 10 億美元參與 Meta 股權發行，雙方合作部署 GW 等級算力基礎設施 - 處理器大廠 AMD 宣布與 Meta 深化策略合作夥伴關係，將攜手建置並部署 Gigawatt 級規模的 AI 超級智慧基礎設施。此項合作涵蓋 CPU、GPU、網路技術（AMD Pensando）、系統與軟體（AMD ROCm）等領域，為 Meta 的服務與 AI 模型提供強大運算動能。此外，AMD...
Fix outdated rules on nuclear plant extensions (KOR) - Fix outdated rules on nuclear plant extensions (KOR) Korea should speed reactor extension reviews without compromising safety as power demand rises for AI and chip industries. 10/28/2026 - 08:32 PM Opinion Desk
Nearly 20 Years Later, Physicists Finally Detect a Long-Predicted Effect in Graphene - A nearly 20-year-old scientific prediction has gained experimental support, revealing how graphene’s atomic structure could unlock new possibilities for advanced sensors and electronic devices. A wrinkle in graphene just a few atoms wide can dramatically alter how electricity behaves in the material....
Korea clears Kori-3 and Kori-4 nuclear reactors to restart, boosting AI power supply - Korea clears Kori-3 and Kori-4 nuclear reactors to restart, boosting AI power supply The government approved 10-year operating extensions for Kori-3 and Kori-4 nuclear reactors, adding 1.9 gigawatts of power to support growing AI data centers and semiconductor production. 10/28/2026 - 03:10 AM News Team...
Microchip adds LX-820 Quartz Oscillator to L-Series for LEO apps - Microchip is adding the LX-820 Radiation-Tolerant Quartz Oscillator to its L-Series of timing devices. The part is designed for Low Earth Orbit (LEO) and other space applications. The L-Series is […] The post Microchip adds LX-820 Quartz Oscillator to L-Series for LEO apps appeared first on Electronics...
SLAC Sets Record for Shortest High-Energy Light Pulses Generated by XFEL - Researchers at the Linac Coherent Light Source (LCLS) at the U.S. Department of Energy’s SLAC National Accelerator Laboratory have measured the shortest high-energy x-ray pulses ever recorded at an x-ray free-electron laser (XFEL). The pulses...
Ceva’s Next-Generation NeuPro Brings a Unified AI Platform from Sensors to Infrastructure - Ceva is expanding the reach of its neural processing technology with a next-generation NeuPro portfolio designed to serve everything from always-on sensors to AI infrastructure. The announcement introduces four NPU families sharing a common architecture and unified software stack, giving semiconductor...
A viable alternative to braided shielded cable - Braided shielded cable is the standard, but a new alternative may provide superior RF performance along with other beneficial attributes. The post A viable alternative to braided shielded cable appeared first on EDN .
AI 狂潮逆轉供應鏈，蘋果記憶體成本恐暴增四倍 - 人工智慧（AI）熱潮正悄悄改寫半導體供應鏈的權力法則。過去多 來，蘋果（Apple）憑藉著龐大的訂單規模，長期對快閃記憶體供應商施壓以取得極低的報價。然而，隨著 AI 資料中心大舉掃貨，市場主導權已明顯逆轉，供應商如今反而握有更強悍的定價優勢。...
AI can design the chip, manufacturing it is harder - Design lives primarily in a structured environment of models, rules, constraints, libraries, and solver outputs while manufacturing doesn’t. The post AI can design the chip, manufacturing it is harder appeared first on EDN .
Spotlight on Bright Minds: From the NXP Cup to Real-World Embedded Software - Meet Radka Ďuriačová, a Software Intern in the MCUXpresso Middleware Multimedia team in Brno, Czech Republic. Her journey with NXP started with the NXP Cup, where she discovered how much she enjoyed bringing hardware to life through software.
Samsung's record $80.4B Q3 profit fails to impress investors - Samsung's record $80.4B Q3 profit fails to impress investors The chip division, responsible for almost all of the earnings, missed forecasts to weigh on the tech giant's stock. 10/29/2026 - 05:36 AM LEE JAE-LIM
The Chip Insider®– SEMICON West wrap - Inside G. Dan Hutcheson’s latest analysis: More than 35,000 attendees examined shared industry challenges from geopolitics, power, and water to workforce, while big questions surfaced around CXMT’s DRAM, Terafab’s EUV access, and the next downturn.
SEMICON West 2026: AI Made the Steps Faster. The Time Between Them Is Next. - The semiconductor industry crossed $1 trillion in annual revenue this year, almost four years ahead of earlier projections. SEMI President and CEO Ajit Manocha opened the CEO Summit at SEMICON West with a chart that told the story. A year ago, the forecast for 2030 was $1 trillion. Now it is $2 trillion,...
LandMark orders surpass 2026 revenue; capacity to expand sixfold - AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical communications epitaxy supplier posted third-quarter 2026 net income of NT$621 million (US$19.1 million), up 33% quarter-over-quarter...
Cloud to edge AI: If and when, to what degree, and how and why - AI inference remains cloud-mostly, albeit not for long. Whether it shifts to client devices in part or completely, who will the winners be? The post Cloud to edge AI: If and when, to what degree, and how and why appeared first on EDN .
[News] China’s First 12-Inch Polycrystalline Silicon Carbide Substrate Unveiled - Hunan Titan Future Technology has developed China’s first 12-inch polycrystalline silicon carbide (SiC) substrate, according to an October 26 report by Changsha Evening News. Based in Wangcheng Economic and Technological Development Zone in Changsha, the company has designed the substrate for a...
From Metrology to Autonomy: Why Intel Foundry’s Manufacturing Roadmap Matters - Semiconductor manufacturing has always depended on precise measurement. As devices become more complex and packaging integrates more components, however, measuring individual process steps is no longer enough. Manufacturers need to understand how decisions across fabrication, assembly, and test affect...
From Lab to Fab: The Rise of HiPIMS in Semiconductor Manufacturing - High-power impulse magnetron sputtering (HiPIMS) produces denser, better-adhering films than conventional sputtering, but scaling it to 200mm-plus substrates and inline production takes more than turning up the power. Authors from VON ARDENNE describe the engineering investment needed to move the technique...
Introducing Build-A-Chip-Bench: From Workload Specification to GDS - Evaluate AI agents from workload specification through GDS layout, using open-source tools and an open-source PDK to assess their ability to complete the chip-design workflow. The post Introducing Build-A-Chip-Bench: From Workload Specification to GDS appeared first on Semiconductor Engineering .
Lam and Imec pursue 3-D integration - Lam and imec are collaborating to accelerate manufacturing readiness for 3D integration technologies supporting advanced packaging and next-generation memory. By bringing together Lam’s capabilities in deposition and etch with imec’s […] The post Lam and Imec pursue 3-D integration appeared first...
