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            🇺🇸 Philly Semi (SOX) -2.47% | 🇺🇸 DJ Semi -3.10% | 🇺🇸 Nasdaq Computer -1.07% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.86% | 🇺🇸 Nasdaq Semi -3.19% | 🇺🇸 Dow (DJI) -0.04% | 🇺🇸 S&P 500 -0.47% | 🇺🇸 NASDAQ -0.80% | 🇳🇱 AEX -0.76% | 🇩🇪 DAX +0.07% | 🇪🇺 Euro Stoxx 50 -0.22% | 🇺🇸 Volatility (VIX) +6.52% | 🇺🇸 DJ Large-Cap -0.48% | 🇺🇸 DJ Mid-Cap -0.95% | 🇺🇸 DJ Small-Cap -1.27% | 🇨🇳 NASDAQ China -2.84% | 🇧🇷 Bovespa Brazil 50 -0.71% | 🇺🇸 NYSE 100 +0.04% //             🇺🇸 Philly Semi (SOX) -2.47% | 🇺🇸 DJ Semi -3.10% | 🇺🇸 Nasdaq Computer -1.07% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.86% | 🇺🇸 Nasdaq Semi -3.19% | 🇺🇸 Dow (DJI) -0.04% | 🇺🇸 S&P 500 -0.47% | 🇺🇸 NASDAQ -0.80% | 🇳🇱 AEX -0.76% | 🇩🇪 DAX +0.07% | 🇪🇺 Euro Stoxx 50 -0.22% | 🇺🇸 Volatility (VIX) +6.52% | 🇺🇸 DJ Large-Cap -0.48% | 🇺🇸 DJ Mid-Cap -0.95% | 🇺🇸 DJ Small-Cap -1.27% | 🇨🇳 NASDAQ China -2.84% | 🇧🇷 Bovespa Brazil 50 -0.71% | 🇺🇸 NYSE 100 +0.04% //             🇺🇸 Philly Semi (SOX) -2.47% | 🇺🇸 DJ Semi -3.10% | 🇺🇸 Nasdaq Computer -1.07% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.86% | 🇺🇸 Nasdaq Semi -3.19% | 🇺🇸 Dow (DJI) -0.04% | 🇺🇸 S&P 500 -0.47% | 🇺🇸 NASDAQ -0.80% | 🇳🇱 AEX -0.76% | 🇩🇪 DAX +0.07% | 🇪🇺 Euro Stoxx 50 -0.22% | 🇺🇸 Volatility (VIX) +6.52% | 🇺🇸 DJ Large-Cap -0.48% | 🇺🇸 DJ Mid-Cap -0.95% | 🇺🇸 DJ Small-Cap -1.27% | 🇨🇳 NASDAQ China -2.84% | 🇧🇷 Bovespa Brazil 50 -0.71% | 🇺🇸 NYSE 100 +0.04% //             🇺🇸 Philly Semi (SOX) -2.47% | 🇺🇸 DJ Semi -3.10% | 🇺🇸 Nasdaq Computer -1.07% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.86% | 🇺🇸 Nasdaq Semi -3.19% | 🇺🇸 Dow (DJI) -0.04% | 🇺🇸 S&P 500 -0.47% | 🇺🇸 NASDAQ -0.80% | 🇳🇱 AEX -0.76% | 🇩🇪 DAX +0.07% | 🇪🇺 Euro Stoxx 50 -0.22% | 🇺🇸 Volatility (VIX) +6.52% | 🇺🇸 DJ Large-Cap -0.48% | 🇺🇸 DJ Mid-Cap -0.95% | 🇺🇸 DJ Small-Cap -1.27% | 🇨🇳 NASDAQ China -2.84% | 🇧🇷 Bovespa Brazil 50 -0.71% | 🇺🇸 NYSE 100 +0.04% //
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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
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 Can Machines See a Sick Plant Before a Farmer Can?  - Soybean disease research shows the promise of hyperspectral imaging, while semiconductor advances could make spectral sensing affordable for farmers. The post Can Machines See a Sick Plant Before a Farmer Can? appeared first on EE Times .

 微軟也想打用戶電腦主意,租借玩家閒置顯卡訓練 AI 專利公開  - 微軟研究利用玩家電腦閒置顯卡算力訓練 AI 模型,並可能給予參與者報酬。美國專利商標局近 公開微軟技術授權公司(Microsoft Technology Licensing)的 專利申請 ,名稱為「利用閒置 GPU 在邊緣裝置進行機會式微訓練」(OPPORTUNISTIC MICRO-TRAINING...

 Diamond Foundry grows 200 mm diamond wafer  - Diamond Foundry has grown a 200 mm diamond wafer that it describes as the first continuous single-crystal diamond of this diameter.

 [News] Samsung Reportedly Plans KRW 46T Onyang HBM Hub with Five Lines, Moves Up Operations by One Year to 2028  - Samsung Electronics is accelerating its investment in high-bandwidth memory (HBM) amid surging demand for AI chips. According to Chosun Biz, Chairman Lee Jae-yong outlined plans to transform the company's Onyang Campus in Asan, South Chungcheong Province, into a major HBM production hub, with operat......

 [News] Replacing the Irreplaceable: NVIDIA’s Next Moves as CEO Jensen Huang Faces Potential Ouster  - NVIDIA CEO Jensen Huang is facing mounting scrutiny as a second alleged extramarital affair comes to light. Following reports of his relationship with Megaspeed executive Alice Huang, who has been linked to suspicions of Chinese espionage and illicit AI chip transfers, The New York Times has reporte......

 Time to find 2027 soaring stocks  - 接近 終,市場都會棄舊迎新尋找明 飆股及本夢比行情,主要是獲利有倍增潛力的公司都會在獲利還沒爆發前提前先跑,而造成本益比爆表

 Dentro la CDU: il cuore idraulico del data center AI  - 2MW di calore, 500 galloni al minuto. Il cuore del raffreddamento AI è una macchina idraulica.

 Automotive Tech Forum: GaN Building Blocks in EV’s and Their Design Roadmap in 2026 and Beyond  - This keynote exmines GaN reliability and present the case for GaN being not only the most efficient solution, but also a necessary step for reducing system cost The post Automotive Tech Forum: GaN Building Blocks in EV’s and Their Design Roadmap in 2026 and Beyond appeared first on EE Times .

 CTO Interview Kevin Robinson, VP of Operations, yieldHUB  - Kevin Robinson is VP of Operations at yieldHUB, where he leads global operations, program delivery, and customer execution. He oversees structured onboarding, customer delivery, and the scalability of yieldHUB’s operations worldwide.

 How 8-Bit MCUs Are Pushing Sensorless BLDC Motor Control Into High-Speed Territory  - Extreme-speed trapezoidal BLDC control using AVR® demonstration application.

 AI Chips Are Hot as Capacity Weakens, CASCI Shows  - [CASCI] The fast pace of Upstream production is out of sync with the rest of the AI supply chain. Capacity tier Downgraded

 RadianX Raises $9M For Perovskite Photovoltaics  - RadianX, previously operating as California Perovskite Technology, has secured $9 million in combined venture and project financing to scale production of its certified perovskite solar modules. Alongside the seed round, Pacific Union Technology Precision Manufacturing (PUT), a publicly-listed precision...

 SK Group's CEOs to convene to review AI push, align chip and energy businesses  - SK Group's CEOs to convene to review AI push, align chip and energy businesses SK Group will hold a CEO seminar — likely presided over by SK Group Chairman Chey Tae-won — to chart an AI strategy that brings together affiliates' strengths in semiconductors, data centers and energy infrastructure. 11/11/2026...

 The Last Electrical Inches: Why Near-Package Optics Is Becoming Critical to AI Infrastructure  - Original Article By SemiVision Research [Reading time: 11 mins]

 Jensen, Their Jensen, And a Nation of Lost Souls  - [Opinion] The chip affair hits different in Jensen’s homeland

 Risks behind the optimism of Korea's 2027 super budget (KOR)  - Risks behind the optimism of Korea's 2027 super budget (KOR) Temporary chip-driven tax windfalls and state-led investments could weaken Korea’s long-term fiscal resilience. 11/10/2026 - 07:33 PM Opinion Desk

 Alibaba Chip Design Unit T-Head Files for Hong Kong Listing  - Alibaba Group Holding Ltd.’s chip design unit T-Head has filed for a Hong Kong listing, moving ahead with a proposed spinoff of a business that supplies data center processors in China.

 Saskatchewan’s Semiconductor Strength Is Connecting the Pieces  - Saskatchewan brings together AI infrastructure, quantum research, chip design talent, and advanced materials expertise to expand its role in Canada’s technology ecosystem. The post Saskatchewan’s Semiconductor Strength Is Connecting the Pieces appeared first on EE Times .

 Kioxia leveraged product debuts in Hong Kong in first for Japan stock  - Tool targets 25% greater movement in memory chip maker's shares

 Is Nvidia too dependent on Jensen Huang? Who could replace him?  - Some in tech are voicing concerns over Nvidia corporate governance and risk management approach with extraordinary dependence on one man.

 LTE Cat 1bis or 5G RedCap? RF design decisions behind an IoT modem refresh  - The choice among LTE Cat 1bis, LTE-M, NB-IoT, and 5G RedCap should be made as an RF system decision, not from a modem datasheet alone. The post LTE Cat 1bis or 5G RedCap? RF design decisions behind an IoT modem refresh appeared first on EDN .

 Why AI Data Center Constraints Make Efficiency More Valuable  - From 800 VDC power delivery to specialized AI accelerators, the next opportunity is generating more tokens from limited power and space.

 CASCI October 2026 — Culpium Executive First Look  - [CASCI] Composite and tier-by-tier report for October 2026

 Nexperia expands GaN portfolio with ...  - New 18 V to 200 V GaN devices offer RDS(on) down to 0.32 mΩ in compact thermally enhanced ...

 Congratulations to Stefano Di Matteo and Emanuele Valea on winning the Best Paper Award at DDECS 2026!  - The work of Stefano Di Matteo (CEA-Leti) and Emanuele Valea (CEA-List) received the Best Paper Award at the IEEE International Symposium on Design and Diagnostics of Electronic Circuits and Systems, held in April 2026 in Bratislava, Slovakia. Their area of expertise? Efficiently integrating post-quantum...

 The History of SMIC: China’s Rise in Semiconductor Manufacturing  - Semiconductor Manufacturing International Corporation (SMIC) is one of the most important companies in the development of China’s semiconductor industry. Founded in Shanghai in 2000 by Taiwanese semiconductor executive Richard Chang, SMIC emerged with an ambitious objective: to establish a world-class...

 CTO Interview with Ed Plowman of Imagination Technologies  - Ed Plowman is Chief Technology Officer at Imagination Technologies, where he leads technology strategy, advanced architecture research and long-term innovation initiatives. He focuses on the convergence of graphics, compute and artificial intelligence, helping shape the next generation of efficient and...

 Google 第八代 TPU 再添兩款,聯手 AMD 打造安全與機密推論 TPU  - Google 擴充第八代 TPU(Tensor Processing Unit)產品陣容,新增 2 款 TPU 系統,包含專為安全與機密推論設計的 TPU 8tx,以及專為龐大的脈絡視窗與最高單機櫃運算密度打造的 TPU 8i Max,加上上半 發表的 TPU 8t 與 TPU 8i,今 共推出四款 TPU 系統。...

 딥엑스 초전력 AI 칩 'DX-M2', CES 2027 혁신상 수상  - 초저전력 인공지능(AI) 반도체 기업 딥엑스(DEEPX)가 차세대 칩인 'DX-M2'로 'CES 2027 혁신상' AI 부문 수상작에 선정됐다고 10일 밝혔다. CES 혁신상 ...

 ☀️ 🇩🇪 EMEA 🇮🇱
🇨🇭🇫🇷  ---  🌑 −

↺42h Jenoptik11% beat 🟢

25h Ams

↺42h Infineon Techno…-3.9% miss 🔴

 Jensen Huang resigns as Nvidia CEO; CFO Colette Kress named interim chief  - Nvidia co-founder Jensen Huang resigned as president, CEO and board member on November 12, effective immediately, the company's board said. He had led the company for 33 years, since its founding.

 Techie uses voltage glitching hack to turn $2,500 Nvidia 8GB cryptomining GPU into a full-fat $20,000 A100 with 80GB of VRAM  - A techie turned a $2,500 CMP-170HX 8GB mining card into a full-fat $20,000 A100 80GB by carefully blowing onboard fuses to unlock entire VRAM and shader modules.

 Nvidia’s spy scandal is becoming a headache for ASML  - Jensen Huang’s alleged involvement with a Chinese spy has strengthened the case for US legislation that could take a big bite out of ASML’s revenue.

 Alibaba Shares Drop 7% as Nvidia Saga Triggers Chip Access Fears  - Chinese artificial intelligence stocks tumbled on concerns that cloud operators’ access to advanced chips may face tighter US scrutiny amid the escalating espionage and leadership controversy surrounding Nvidia Corp.

 Sex, spies and salaries shake up AI chipmakers  - The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

 Jensen Huang’s fate may be decided today  - The Nvidia board is meeting today to decide if CEO Jensen Huang should be replaced and, if so, who by. Leading candidates are vp for hyperscale and HPC Ian Buck […] The post Jensen Huang’s fate may be decided today appeared first on Electronics Weekly .

 Imec Expands Alliance With Vertical Chip Startup  - The organization has also released a silicon interposer reference platform for a European R&D fab

 黃仁勳桃色風暴引爆AI變局 「6變數」牽動輝達與台積電  - 輝達(NVIDIA)執行長黃仁勳捲入桃色風波,引發全球科技產業高度關注。這場風暴是否動搖黃仁勳的執行長地位,甚至衝擊全球AI產業供應鏈,尤其輝達與台積電合作緊密,一旦美國進一步收緊AI晶片輸中限制,將牽動新一波AI晶片板塊移動,影響甚深。輝達面臨執掌33...

 Nvidia shares plunge almost 10% on report board may oust Jensen Huang  - WSJ says CEO's fate could be decided on Wednesday after purported second affair

 Talking Zen 6 with Mike Clark at AMD In-Depth ...  - Hello you fine Internet folks, ...

 Navitas Acquires Claros: From Grid to xPU, the Next Frontier in AI Power Infrastructure  - Original Article By SemiVision Research [Reading time: 10 mins]

 NXP simplifies robotics system development  - NXP’s unified robotics platform speeds robotic-system development with a modular, open-source SDK and prototype-ready reference designs. The post NXP simplifies robotics system development appeared first on EDN .

 Nvidia’s Board reportedly preparing to oust CEO Jensen Huang as second extra-marital affair emerges  - Nvidia Board reportedly moves to expel Jensen Huang as stock tumbles on latest scandals and lack of succession plans at Nvidia.

 Newton Eyes Equipment Loan ABS Bond Sale Including AI Chip Debt  - Newton Commercial Finance, a joint venture between Apple Bank and Eagle Point Credit Management, is in early talks with investors about a potential $180 million bond offering partly backed by artificial intelligence chip loans.

 NXP CTO Lars Reger on Physical AI, Robots, Drones, and Trust  - Explore NXP CTO Lars Reger’s view of physical AI beyond humanoids, from NavQ95 robot kits to edge trust, security, and geopolitics. The post NXP CTO Lars Reger on Physical AI, Robots, Drones, and Trust appeared first on EE Times .

 Electronica: Minew MG10 Bluetooth base station builds sub-meter indoor positioning  - Minew is introducing the MG10, a Bluetooth AoA (Angle of Arrival) positioning base station, supporting 0.1 to 1 meter accuracy. It is designed to enable high-precision indoor positioning in real-time […] The post Electronica: Minew MG10 Bluetooth base station builds sub-meter indoor positioning appeared...

 How FireCuda Forge adapts its cache  - Innovation How FireCuda Forge adapts its cache See how FireCuda Forge uses Alkemi to adapt its SSD cache as active data changes.

 UCIe Connectivity for 2.5D and 3D Multi-Die Designs  - The differences and engineering considerations behind choosing and implementing UCIe connectivity for advanced multi-die designs. The post UCIe Connectivity for 2.5D and 3D Multi-Die Designs appeared first on Semiconductor Engineering .

 AMD: Where we're going we don't need (as much) DRAM  - The House of Zen's Mext team promises smarter SWAP through the power of, you'll never guess: AI

 SpaceX 太空資料中心野心曝光,分析師估 2028 在軌部署 1 萬個輝達 GPU 機架  - 市場對 SpaceX 太空運算布局的想像持續升溫。廣發證券(GF Securities)分析師 Jeff Pu 最新預估,SpaceX 到 2028 可能建立約 5GW 的太空 AI 運算能力,並在軌道上部署約 1 萬個輝達(NVIDIA)GPU 機架,顯示其從火箭與衛星業務延伸至太空資料中心的計畫,正朝更大規模推進。...

 Electronica: Harwin launches XPi cable design and assembly service  - Harwin, the UK-based manufacturer of high-reliability interconnects, has launched an integration services unit to support customers using its products in harsh environments and safety-critical applications. The unit, called XPi, will […] The post Electronica: Harwin launches XPi cable design and assembly...

 The AI pay gap: A chip boom breeds jealousy and labor unrest in Asia  - Massive bonuses benefit local economies but leave other workers behind

 Nanostructuring Semiconductor Surfaces Using Self-Assembled Metal Nanoparticles for Optoelectronic Applications  - Semiconductor nanostructures are key light-management elements because their geometry can strengthen light-matter interaction, suppress reflection, and enhance optical coupling. Yet their adoption across material platforms is constrained by lithography, multistep pattern transfer, persistent masks, and...

 Scalable Wireless Connectivity Starts with the RW610FML Module  - The RW610FML Wi-Fi 6 and Bluetooth LE module is now available, helping developers accelerate connected product design with integrated processing, robust wireless performance and a scalable ecosystem. From evaluation to production, RW610FML simplifies development across industrial, smart home and IoT applications....

 [News] Coherent Signs Long-Term Supply Agreement with China-Based VOT for 6-Inch InP Substrates  - On November 6, VOT announced that its controlled subsidiary, Guangdong Xianrui Technology Co., Ltd. (Xianrui Technology), had signed a long-term supply letter of intent with Coherent Corp. Under the agreement, Xianrui Technology will supply 6-inch indium phosphide (InP) substrates to Coherent's f...

 Vertical Compute and Imec take memory-on-logic design to 16 nm  - European chip start-up Vertical Compute has expanded its partnership with Imec to validate a 40 nm test chip and prepare its first 16 nm preproduction chip.

 Three-Dimensional Chess Anyone? The Challenges of Power Integrity for Multi-Die Designs  - Power integrity has been a substantial design challenge for a long time. In the multi-die era, the problems associated with EMIR analysis must now move beyond the chip to consider interactions across the entire stack. The effects to be analyzed span a multi-dimensional, multi-material space. The graphic...

 AMD’s Zen 6 Family: Feeding the Beast ...  - Hello you fine Internet folks, ...

 Risks behind the optimism of Korea's 2027 super budget  - Risks behind the optimism of Korea's 2027 super budget Temporary chip-driven tax windfalls and state-led investments could weaken Korea’s long-term fiscal resilience. 11/10/2026 - 10:01 AM Opinion Desk

 E Ink Unveils Spectra™ 6 9-Color for Smoother, More Vibrant Images  - E Ink announced the release of E Ink Spectra™ 6 9-color, a new color system that expands the Spectra 6 platform from six to nine base colors. This increased range moves ePaper further beyond flatter, muted tones to render more vivid, natural-looking photographs.

 Tardy  - According to tech Taiwan, reported by Wcctech, MediaTek people who are using Intel’s EMIB-T packaging technology have had a complaint from Intel engineers about their demands for quick answers to […] The post Tardy appeared first on Electronics Weekly .

 Simple circuit detects sequence errors and failure in three-phase power supplies  - All-phases presence and correct phase sequencing are both critical conditions for proper three-phase line-powered equipment operation. The post Simple circuit detects sequence errors and failure in three-phase power supplies appeared first on EDN .

 Fiber Sensing Company Optics11 Secures $56M in Funding  - Optics11, a deep-tech company developing fiber optic sensing for underwater intelligence and energy grids, has secured €50 million ($56M) in follow-on equity investment to accelerate its capacity to meet global customer demand. As European...

 What It Takes to Let a Farm Robot Work Alone  - Safe agricultural autonomy depends on matching safeguards to the machine, its surroundings, and the people who interact with it. The post What It Takes to Let a Farm Robot Work Alone appeared first on EE Times .

 [News] Rapidus Reportedly Months Behind on 2nm SRAM Development, March 2028 Mass Production Target at Risk  - Japan's government-backed chipmaker Rapidus is reportedly falling behind schedule in its push to mass-produce 2nm chips by March 2028. According to Bloomberg, citing sources, the company has yet to demonstrate functioning static random access memory (SRAM) cells, a critical milestone it was expected......

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑 −

↺6¾d Microchip Techn…3.7% beat 🟢

 KOSPI Drops on NVIDIA CEO Scandal, Options Expiration  - This came as concerns over the potential dismissal of NVIDIA CEO Jensen Huang dampened semiconductor investment sentiment.

 Jensen Huang Resigns as NVIDIA CEO Over Extramarital Affair Allegations

 Chinese Spies: Ancient Tactics to Tech Espionage

 NVIDIA CEO Jensen Huang Resigns Amid Affair Allegations

 KOSPI slips as Jensen Huang scandal and options expiration weigh

 Samsung Electro-Mechanics to build Sejong FC-BGA plant, target mass production in 2028

 Stock Market Crash Freezes Seoul Real Estate Transactions

 Intel and SK Hynix Present Solutions to AI Inference Bottlenecks

 Intel, SK hynix push CPU-led orchestration and shared memory to cut AI costs

 Baidu Unveils 1,024-Chip AI System for 2027 Launch

 Baidu unveils AI chip roadmap, to launch 1,024-accelerator system in 2027

 Intel Korea Launches AI Alliance With 23 Companies at Seoul Summit

 Samsung Electro-Mechanics Builds AI Semiconductor Substrate Factory

 Housing Sales Rise 2.0%, Jeonse Prices Jump 4.5%

 Korea research institute sees home prices up 2% next year, jeonse rising 4.5%

 Multiple Honeytrap Cases Emerge in U.S. Semiconductor Industry

 Seoul apartment prices rise for 92nd week as Gangnam falls and southern Gyeonggi strengthens

 LH Injects 2 Trillion Won to Accelerate Housing, Semiconductor Projects

 CoreWeave to raise at least $4 billion via investment-grade loan

 LH to add 2 trillion won to speed housing in Gwangmyeong-Siheung and Yongin chip hub

 Yongin Semiconductor High School selects first 134 students at 4.84 to 1

 Husband Who Introduced Wife to NVIDIA CEO Faces Scrutiny

 NVIDIA's Interim CEO: CFO, Apple's Srouji Considered

 Fable: The Destructive CEO  - 26 years ago a digital company used its shares which had been inflated by a bubble economy to buy a company with traditional hard assets. The merger resulted in a […] The post Fable: The Destructive CEO appeared first on Electronics Weekly .

 Jensen Huang’s exit clouds future Nvidia demand for Korean chipmakers  - Jensen Huang’s exit clouds future Nvidia demand for Korean chipmakers Huang’s removal raises uncertainty for Samsung and SK hynix, though long-term HBM deals and broader AI demand offer a buffer. 11/12/2026 - 09:13 AM LEE JAE-LIM

 Chinese models capture 89% of US corporate spending in open-source AI  - Chinese AI models have taken a dominant position as demand for open-source models grows among US businesses. According to the "2026: The State of Enterprise AI" report released in early November by US venture capital firm Menlo Ventures, Chinese models accounted for 89% of US corporate spending on open-source...

 Taiwan's electronics industry targets four overseas tech parks under TEEMA's global expansion plan

 Samsung and Hyundai forge AI alliance

 Kwang-Hwa swings to profit in 3Q26 as EPF film line nears launch

 Meta infrastructure chief to hand over AI compute role in 2027

 Sam Altman warns Samsung of short-term AI demand volatility

 Chinese media question timing of Huang allegations amid chip controls

 SoftBank rejects Musk's default claim, books JPY597.2B data-center loss

 Synnex pivots to AI solution enabler, targets continued growth in 2027

 China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine

 India's Tata Electronics reportedly seeks up to US$2 billion in loans

 Chinese universities obtain Nvidia chips despite US export controls

 Naver signs US$1.5 billion AI cloud deal with US firm

 Foxconn sees high-double-digit AI rack growth in 2027

 Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27

 Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs

 TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities

 Nvidia spy case puts Jensen Huang's family in spotlight amid lack of succession plan

 The China chip self-sufficiency paradox: YMTC eyes 2027 IPO as restricted Nvidia GPUs reach Chinese universities

 AUO and Innolux target 2028 commercial breakthrough in semiconductor packaging

 Tekscend's cost strategy and global edge

 Innovation, AI investments will shape the future, says Kinpo president Hsu

 Exclusive: A world where everything has a chip—Pragmatic reimagines the boundaries of everyday intelligence

 Taiwan's quantum push gathers momentum as Asus, Compal and global tech giants join forces

 Mitsubishi Gas Chemical bets on AI packaging with Thailand BT materials line

 IBM plans 1,040-qubit quantum system for 2027

 DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls

 Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth

 South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports

 AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage

 DFI targets industrial edge AI, with automation leading 42% of opportunities

 DIGITIMES Insight: Entering glass substrate era, core layers are no longer an exclusive process for substrate makers

 Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27

 Samsung moves up HBM packaging plant opening to June 2028

 台積電員工個資遭兜售?公司:無證據顯示系統遭入侵  - 台積電(2330)部分現職及離職員工資訊遭未經授權放上外部網站。台積電12 回應表示,目前並無證據顯示公司系統遭到入侵,已知相關資訊與某雲端服務供應商系統服務中的資料相符,且與公司生產或客戶相關資料無關。 據悉,起因為近...

 Excelsior University military students complete immersive semiconductor learning experience in collaboration with NY Creates  - A cohort of 11 military-connected Excelsior students from around the country learned about the industry at NY Creates’ state-of-the-art Albany NanoTech Complex, culminating with a recognition ceremony on Veterans Day. Read the Original Press Release Here. ALBANY, N.Y. – Excelsior University and NY...

 AMD targets lower DRAM use with AI-predictive memory management  - As AI servers and data centers expand, rising DRAM demand is driving up memory prices and supply pressures, making memory an increasingly important infrastructure cost. AMD has introduced AI-predictive memory management technology that tiers DRAM and NAND flash, forecasts application data-access needs,...

 Optimized E-Beam Evaporation Reduces Metal-Semiconductor Contact Degradation (RWTH Aachen)  - Researchers at RWTH Aachen University published “Mitigating the degradation of metal–semiconductor contacts with optimized electron beam evaporation.” Abstract “An optimized electron beam evaporation (EBE) setup is presented that allows the suppression of charged particle bombardment of 4” semiconductor...

 Nvidia wants the robotics full-stack. What happens to humanoids?  - From onboard compute to simulation and robot learning, Nvidia technology runs through several leading humanoid programs. But Unitree and Tesla show the industry is far from locked into one supplier.

 Organic semiconductor sheet enables light-driven water splitting without external voltage  - EPFL researchers have shown that a single organic semiconductor layer can drive either hydrogen or oxygen evolution, depending only on the molecular layer beneath it. Using this effect, they built the first organic semiconductor-based ...

 US bit barn boom sees energy needs grow 10x as fast as grid capacity  - Operators face longer connection waits and a growing need to bring their own electricity

 Infidelity Scandal Uncovers NVIDIA's 'Envy' Roots  - NVIDIA CEO Jensen Huang, who has dominated the AI semiconductor market, has been caught up in an infidelity scandal, drawing renewed attention to the origin of the company’s name.

 Doubly twisted DPOT ganged programming  - Select and set one or both of the channels of a dual digital potentiometer by means of a simple twist of the wrist. The post Doubly twisted DPOT ganged programming appeared first on EDN .

 Nexperia CEO keeps door open to reunification with Chinese operations  - Nexperia could still reunite with its Chinese operations, interim CEO Stefan Tilger told Reuters at Electronica in Munich.

 Diamond Foundry unveils first 200mm single-crystal diamond  - Announcement accompanied by CEO’s keynote at CarbonSemi 2026

 Nexperia expands SiC portfolio with 750 V trench ...  - Combining low switching losses, temperature-stable RDS(on) and the introduction of TOLL ...

 Mounting Finished-Goods Inventories Prompt Some PC OEMs to Adjust Memory Procurement Plans for 2027, Says TrendForce  - More than a year of rising memory prices has placed mounting cost pressure on the consumer electronics industry, according to TrendForce's latest memory industry research. Notebook shipments, in particular, are expected to decline sharply quarter-over-quarter beginning in 3Q26, leaving PC OEMs grappling...

 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...

 Ultrafast Hole Transport and Electron Localization in Superatomic Re _{6} _{6} Se _{8} _{8} Cl _{2} _{2}  - …of materials, exhibiting unique ultrafast electronic and structural responses arising from their hierarchical crystal structure. These materials bridge the properties of semiconductors , molecular solids, and nanocrystal arrays, hosting a range of many-body interactions that can be controlled with...

 CGD partners with Ricardo on developing traction inverters for Nissan-led venture  - UK-backed Project SUITE targets smarter, more efficient and convenient EVs

 We Tore Down the MacBook PROLED XDR and Found the Secret of the Glowing Apple  - “Fancy new display” makes our screwdrivers nervous, and Apple’s latest MacBook has the fanciest display yet. The MacBook Pro with PROLED XDR is the first-ever touchscreen MacBook. It’s got a…

 How a Single Missing Atom Can Leave a Secret Fingerprint in Laser Light  - Researchers have uncovered subtle optical signatures that could help distinguish atomic defects in a promising quantum material. An atomic defect too small to see could leave a recognizable signature in laser light, giving scientists a new way to identify structures that may be useful for quantum technology....

 What Taiwan semi/tech Oct sales tell us about global tech outlook  - 從10 份台灣科技及半導體營收數字來趨吉避凶

 The Chip Insider®– Variability’s role in fab strategies, tactics, and die yield  - Inside G. Dan Hutcheson’s latest analysis: Revenue per wafer is the key to semiconductor profitability, and six decades of tighter process control have reduced variability 113-fold, helping make today’s AI infrastructure affordable.

 CXO Interview with Solaiman Rahim of ChipAgents  - Dr. Solaiman Rahim is a multidisciplinary technology executive with over 25 years of experience driving innovation in the chip automation space at the intersection of systems, semiconductors, high-performance computing, and AI. As Chief Product Officer at ChipAgents, he leads the scaling of the Agentic...

 Staera emerges from stealth with $4.6m in pre-seed funding  - GaN LED optical links fabricated in silicon chips to move AI data faster and scale further without adding power or heat

 How China gets the Nvidia chips it needs to develop AI  - Nvidia CEO Jensen Huang has admitted to having an affair, reportedly with a Chinese executive at a Singapore-based company that the United States suspects of smuggling AI microchips into China.

 This week’s outside five sigma (#124)  - Ball Lens Through-Package Via Coupling

 家登 10 營收 8.17 億元 增 24%,前十個 營收 增達 34%  - 半導體耗材廠商 家登 精密公布 2026 10 營收報告,集團合併總營收約為新台幣 8.17 億元, 減 17.8%、 增 24%。累計,2026 1~10 營收已達 77 億元,超越 2025 同期的 57.37 億元相比成長 34%。進入 2026 第四季,家登產能滿載,惟本 休假 較多,部分出貨遞延至下...