Semi. Fabs and Clean Rooms 3h ago: Samsung nearing completion of its first U.S. fab in Taylor, Texas with second fab construction starting November 2026. Intel Ohio One campus advancing with land and CHIPS Act focus. Terafab (Musk-linked Texas project) in early supplier talks targeting 100k wafers/month pilot before 2030. ASML EUV production projected to double to >80 systems by 2027. TSMC 2nm GAA pilot lines at Fab 22 P1 achieving 65% yield with advanced etching and thermal management. HBM4 expected to require >3.2x wafer capacity of DDR5 with shortages through 2030.
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,...
長鑫與韓廠差距大？韓媒：中國 AI 巨頭搶簽 10 約 - 中國 AI 資料中心建設熱潮帶動記憶體需求激增，阿里巴巴、騰訊及字節跳動等科技巨頭，傳出向三星電子與 SK 海力士提出最長 10 的長期供貨協議（LTA），希望確保 DRAM 及 NAND 快閃記憶體供應，凸顯韓國業者在中國市場仍具競爭優勢。...
Analog Superposition Increases Effective PCM Storage Density (IBM Research Europe) - Researchers at IBM Research Europe published “Superposed analog memory for vector storage in neural networks.” Summary: Researchers demonstrated an analog phase-change memory architecture that stores multiple AI vectors in superposition, increasing effective storage density with a tunable accuracy...
Photoinduced charging and spatially selective photochemistry on ferroelectric surfaces - …interfacial reactions on uniformly polarized ferroelectrics and domain patterns, for dry surfaces and surfaces in contact with an electrochemically active solution. A common semiconductor transport and charge-conservation framework distinguishes five cases: an isolated dry ferroelectric, a dry ferroelectric...
Applied Materials Boosts BE Semiconductor Stake to About 20% - Applied Materials Inc. boosted its stake in fellow chip-equipment maker BE Semiconductor Industries NV and said it plans to work more closely with the European company, which is becoming a more important part of the AI computing supply chain.
Optica Names 2027 Fellows Class - The board of directors of Optica recently elected 116 members from 23 countries to the society’s 2027 fellow class. Optica Fellows are selected based on several factors, including outstanding contributions to research, business, education, engineering, and service to Optica and the optics and photonics...
The imec Report: Scaling Optical Interconnects For The AI Era - Unprecedented demand for bandwidth calls for bringing optics closer to silicon through a fundamental rethinking of the optical interconnect roadmap. The post The imec Report: Scaling Optical Interconnects For The AI Era appeared first on Semiconductor Engineering .
From Wafers to Panels: Overcoming Lithography Challenges in Advanced Packaging - Unlike front-end lithography, packaging lithography typically works at feature sizes around 1 µm, so overlay accuracy, throughput and thermal stability matter more than ever-smaller CDs, and those demands grow as substrates move from 300mm wafers to panels as large as 600 x 600mm. The post From Wafers...
Musk warned of a chip glut from China in 2028, but experts aren’t so sure - Musk warned of a chip glut from China in 2028, but experts aren’t so sure The prediction contrasts with the forecast by Nvidia CEO Jensen Huang on persistent AI demand that would benefit Samsung and SK hynix. 10/27/2026 - 06:04 AM LEE JAE-LIM
From 54% to 100%: Scientists Reveal a Potential Breakthrough in Quantum Technology - Scientists have proposed a surprisingly simple way to improve photon absorption using specially engineered waveguides, potentially making future quantum technologies far more efficient. Quantum technologies depend on a process that remains surprisingly unreliable: transferring a single photon between...
Power Tips #158: Using a programmable logic device as an LLC controller - Inductor-inductor-capacitor (LLC) applications that don’t require a closed control loop can benefit from simple and low-cost implementations. The post Power Tips #158: Using a programmable logic device as an LLC controller appeared first on EDN .
No escaping the power of interest rates (KOR) - No escaping the power of interest rates (KOR) The Bank of Korea's caution on fiscal discipline highlights the risks of turning temporary semiconductor-driven revenue into permanent spending. 10/26/2026 - 08:33 PM Opinion Desk
FSS 2027 Workshops - Optional pre-summit workshops on March 30, 2027: Bridging Blue Tech, Riding the Quantum Wave, Photonics for Cloud and Edge Technologies, plus the co-located IMAPS Florida ATW.
Vertical DRAM Stacking Expands Thermal Design Space Beyond HBM-on-GPU (imec) - Researchers at imec published “Beyond HBM-on-GPU: Thermal Design Envelope for 3D Volumetric DRAM-on-GPU Integration.” Summary: Researchers evaluated a 3D memory architecture that rotates DRAM dies vertically above a GPU and places cooling cavities between them as an alternative to conventional 2.5D...
IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests - Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early read on conditions heading into late 2026 and early 2027. Parade will go first on October 28, followed by Realtek on October...
Top Ten Q2 EV Vendors - Thanks to TrendForce for this one – the top ten EV vendors in Q2: The post Top Ten Q2 EV Vendors appeared first on Electronics Weekly .
Transitioning Legacy Aircraft Power Architectures to High-Density Switching Supplies - High-density switching supplies help modernize legacy aircraft power systems while addressing obsolescence, efficiency, integration, and compliance challenges. The post Transitioning Legacy Aircraft Power Architectures to High-Density Switching Supplies appeared first on EE Times .
Musk Claims $40 Billion Chips Debt Closed, Yet Talks Ongoing - Elon Musk said SpaceX has closed a $40 billion debt deal to pay for the chips needed to fuel its artificial intelligence ambitions. People familiar with the discussions, though, told Bloomberg News that talks over pricing were still ongoing.
S. Korea Growth Tops Forecast as Chip Boom Masks Weak Demand - South Korea’s economy grew faster than expected in the third quarter as an artificial intelligence-fueled chip boom powered exports and investment, but a contraction in consumption underscored an increasingly uneven expansion that may complicate the trajectory for further interest-rate hikes.
QFX Awarded $9M Contract - QFX, an Oxford University spinout developing hardware infrastrucuture for distributed quantum computing and quantum networking, has been awarded a £6.8 million ($9M) contract by Innovate UK to deliver phase II of its SrROCK development program....
Jeonse Property Gifts: Tax Savings or Capital Gains? - From large-scale projects along the Han River in Gangnam to southern Gyeonggi’s semiconductor belt, and capital-area sites expected to cost under 1 billion Korean won, pre-sales are imminent.
Flash heating offers faster way to recover critical metal from e-waste - Many electronic devices use flame-retardant plastic as casing in order to reduce the risk of electrical fires. This plastic is formulated using a metal called antimony along with organic bromide compounds. In fact, 39% of ...
Electronics Mentoring launches to better support mid-career professionals - Electronics Mentoring is launching an initiative to help support mid-career professionals, in terms of career development, with industry colleagues committing to helping others progress. Essentially, the mentoring initiative will connect […] The post Electronics Mentoring launches to better support...
Semiconductor IP Deliverables: What Should an IP Supplier Provide? - A semiconductor intellectual property (IP) core becomes useful to a chip design team when the team can install it, understand its behavior, verify its configuration, and connect it to the rest of the system. Delivering the design itself is only part of that handoff. The supporting files determine how...
Two SK hynix leveraged ETFs to shut down after just 3 months - Two SK hynix leveraged ETFs to shut down after just 3 months Tradr ETFs will close its long and short SK hynix funds after both posted losses within months of launching. 10/27/2026 - 12:06 AM News Team
Exploiting Piezoelectricity - A PROPERTY of many semiconductors which so far has not been exploited is that of piezoelectricity. So, 65 years ago, started a story in the ‘Tomorrow’s Thinking’ column of […] The post Exploiting Piezoelectricity appeared first on Electronics Weekly .
Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery - In this episode of The Circuit, Ben Bajarin and Jay Goldberg dissect a massive week in semiconductor earnings and infrastructure developments. The conversation opens with Micron's surprisingly transparent technology webinar, where the company outlined its high bandwidth memory (HBM) roadmap, dismissed...
Tunable gate electrodes could help semiconductors operate at lower voltages - Smartphones and computers process information by switching the current that flows inside semiconductors on and off. The gate electrode delivers the signal that controls this switching. Until now, gate electrodes have typically ...
The Elusive AI Killer App - A note from a partner in Apollo Global Management who is also the company’s Chief Economist, Torsten Slok (pictured) reinforces the flaw in the AI proposition: Where’s the killer app? […] The post The Elusive AI Killer App appeared first on Electronics Weekly .
Health Report: CEA-Leti’s Micro- and Nanotechnologies for Healthcare - From neurotechnologies and medical imaging to smart sensors and personalized medicine, micro- and nanotechnologies are opening up new possibilities for preventing, diagnosing, and treating diseases. At CEA-Leti, these scientific advances are being transformed into technological solutions to shape the...
Lab-grown muscles power robots - Lab-grown skeletal muscle tissue can contract, but the movement is often so slight that it is barely visible. This poses a problem for biohybrid robots designed to move using living […] The post Lab-grown muscles power robots appeared first on Electronics Weekly .
Using AI for Analog Design - The growing role of AI in analog and mixed-signal design, where complexity is rising, schedules are tightening, and the cost of mistakes is higher than ever. The post Using AI for Analog Design appeared first on Semiconductor Engineering .
Infineon to put €1.1bn into GaN fab - Infineon intends to build the first high-volume 300mm GaN fab by investing around €1.1 billion in its llVillach site by 2034. The EU is contributing €319 million towards the cost. […] The post Infineon to put €1.1bn into GaN fab appeared first on Electronics Weekly .
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 .
Kospi opens sharply higher on revived AI optimism, SK hynix earnings - Kospi opens sharply higher on revived AI optimism, SK hynix earnings Stocks surged at the open as booming AI chip demand and strong U.S. tech gains lifted sentiment ahead of the Federal Reserve's rate decision. 10/27/2026 - 08:26 PM
Right-Sizing Memory - My take on Micron's webinar, from despeccing to who captures value in custom HBM
Building the Next Generation of Chips - Forge Nano’s CEO Paul Lichty joins Bloomberg Open Interest to discuss the company’s atomic-precision technology for semiconductors and lithium-ion batteries, its plans to expand US production and why he sees continued opportunity in AI-driven chip demand and domestic manufacturing.
Banks Eye $21 Billion of Bonds for Broadcom Chip-Financing Deal - Banks are planning to sell as much as about $21 billion of high-grade bonds as soon as early next year as part of a $63 billion funding package that Broadcom Inc. has pulled together to help finance chips for AI developer Anthropic PBC.
ChipAgents Expands AI Across Chip Design. The Test Is Faster, Verified Results - ChipAgents is expanding its agentic AI platform across digital and analog semiconductor engineering, aiming to connect fragmented design workflows through a common system that can plan tasks, operate engineering tools and evaluate results.
Netherlands commits over €300M to boost medtech - The Dutch government, Invest-NL and Philips plan to provide more than 300 million euros to strengthen the Netherlands’ medical technology sector, Het Financieele Dagblad reports.
Kospi jumps over 3% on gains in tech shares, renewed AI optimism - Kospi jumps over 3% on gains in tech shares, renewed AI optimism The Korea Exchange activated a buy-side sidecar on a busy day of trading that ended with the bourse at 5,638.34. 10/27/2026 - 04:22 AM
SIMD-accelerated Machine Vision on an ESP32-S3 - Recently [shraiwi] decided to have a bit of good nerdy fun and implement the FAST machine vision algorithm on an ESP32-S3 using its SIMD ISA. This involves using the assembly …read more
Bad news for Besi: ASML is getting into hybrid bonding - Semianalysis identifies ASML as the biggest threat to Besi’s largest growth market, hybrid bonding. Most strikingly, the Duiven-based company felt compelled to respond to the analysis with a statement about its alleged competitor.
Infineon and ASMedia team up on end-to-end USB 20Gbps setup for AI cameras - Infineon Technologies and ASMedia have announced a partnership to speed up the adoption of 20Gbps USB, driven by demand from machine-learning cameras and other physical AI devices that need to move large amounts of data quickly.
The AI boom has been good for the economy, but not for youth job prospects - The AI boom has been good for the economy, but not for youth job prospects The prevalence of AI along with a rigid labor market has pushed more young people into the secondary job market, where they struggle to break out. 10/26/2026 - 07:21 AM News Team
[News] World’s First Ampere-Level Vertical Gallium Oxide MOSFET Developed - Gallium oxide, a representative fourth-generation semiconductor material, is attracting attention for high-voltage, high-efficiency power devices due to its ultra-wide bandgap, high breakdown field, and low conduction losses. However, challenges in p-type doping have long hindered its development fo......
Taking a Holistic Approach to Co-Packaged Optics Manufacturing - As AI systems scale from individual processors to large clusters of accelerators, moving data between them has become a system-level challenge. Co-packaged optics (CPO) addresses it by integrating photonic devices in the same package as the processors or switch silicon they serve. The post Taking a Holistic...
Accellera’s FSL 1.0 Gives Functional Safety Data a Common Language - Accellera Systems Initiative has approved Functional Safety Language Standard 1.0 for release, addressing a persistent challenge in semiconductor development: moving safety information reliably between tools, engineering teams, and companies. Announced October 21, the standard establishes a common language...
Concerns grow over Finance Ministry being sidelined (KOR) - Concerns grow over Finance Ministry being sidelined (KOR) An editorial warns that sidelining the Ministry of Finance and Economy could turn Korea's proposed Future Response Fund into unchecked spending. 10/25/2026 - 08:32 PM Opinion Desk
Custom Power Management IC (PMIC) Design Services - From Power Management Architecture to Silicon Production Developing a custom Power Management Integrated Circuit (PMIC) requires specialized expertise in analog and mixed-signal design, voltage regulation, high-voltage semiconductor devices, power efficiency, and integrated circuit manufacturing. Whether...
In Orbit, Useful Life Becomes a Performance Metric - Google’s Project Suncatcher is testing AI hardware in space, where radiation, cooling, power, and hardware lifetime determine the economics of computing. The post In Orbit, Useful Life Becomes a Performance Metric appeared first on EE Times .
