Semi. Fabs and Clean Rooms 3¼h ago: Activity is accelerating in the U.S., India, and South Korea with fab buildouts and cleanroom expansions, but yield/process execution, advanced packaging capacity like CoWoS, and memory supply remain critical constraints amid AI demand. Samsung notes utilization >100% for advanced nodes; TSMC expanding packaging; India seeing first commercial lines; Intel improving 18A yields.
Google: Agentic AI Will Drive New Demands on Data Center CPUs - Agents present a bursty workload, leaving CPUs frequently idle, which is placing new demands on CPU infrastructure. The post Google: Agentic AI Will Drive New Demands on Data Center CPUs appeared first on EE Times .
Bloomberg Businessweek Daily: Amazon Chip Earnings - The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFAmazon reported higher capital spending than expected, while its e-commerce revenue slowed ahead of a potentially lukewarm holiday sales season. Intel’s revenue forecast missed...
How AI is Reshaping Semiconductor Design and Manufacturing - While AI is transforming nearly every industry, some of its most significant advances are happening inside the semiconductor factories building the chips that power it. If you design AI systems, those manufacturing advances directly influence your performance, efficiency, and path to market.
Can eBooks survive? - in 1998 the eBook was emerging to meet with considerable scepticism. In October 1998 EW carried this account of the debate. ‘At a recent eBook conference in the US, […] The post Can eBooks survive? appeared first on Electronics Weekly .
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
AI 算力暴增百倍推升驗證難度，台積電袁立本提七大行動讓台灣全球 AI 樞紐 - 台積電 業務開發副總經理袁立本指出，全球 AI 產業已從實驗室階段的「創新週期」，全面邁入大規模部署的「產業化規模週期」。隨著 AI 伺服器算力百倍成長，產品開發與量產時程急遽縮短，晶片與系統驗證難度呈指數型攀升。袁立本強調，台灣具備全球最完整的...
Cubic-Zn(1-x)Mn(x)Te optical modes across the phonon and phonon-polariton regimes - Alloying offers a convenient route to tune the physical properties of semiconductors , at the price, however, of local lattice/bond distortions needed to accommodate the lattice mismatch. Being nearly lattice-matched and moreover highly resistant to lattice and bond distortions thanks to a largely covalent...
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 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 ...
Chip Industry Week In Review - HBM shortages threaten AI expansion; TSMC weighs price hikes; advanced packaging ramps; domain-specialized AI models; Infineon and UMC boost fab investments; Intel's quantum move; Lam and imec advance 3D integration; Google expands TPUs; AI-driven earnings; CPU benchmarking methodology for agentic AI....
Podcast EP376: Samtec’s Recent Pariticpaion in High-Profile Shows with Matt Burns - Daniel is joined by Matthew Burns. Matt develops go-to-market strategies for Samtec’s Silicon-to-Silicon solutions. Over the course of 25 years, he has been a leader in design, applications engineering, industry standards, technical sales and marketing in the telecommunications, medical and electronic...
GomSpace launches OBRIA NANO for Ukrainian satcoms - Ukraine’s HIMERA – a defence startup – and Denmark’s GomSpace – which manufactures satellites – have announced the launch of OBRIA NANO. This is the first test satellite for an […] The post GomSpace launches OBRIA NANO for Ukrainian satcoms appeared first on Electronics Weekly .
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 .
Nagare Labs Emerges from Stealth to Break AI’s Memory Bottleneck - Atlanta based spinout raises $5M from Playground Global to build a new memory tier. The post Nagare Labs Emerges from Stealth to Break AI’s Memory Bottleneck appeared first on Semiconductor Digest .
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.
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...
ML-Based Power Models for CPUs. Innovation in Verification - An effective learned power model for a CPU could be a significant advantage in early estimation of power performance against realistic workloads in complex architectures. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer at...
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 .
ST forecasts $4bn Q4 - ST reported Q3 revenues of $3.76 billion, gross margin of 37.3%, operating income of $367 million, and net income of $291 million and operating income of $429 million. Jean-Marc […] The post ST forecasts $4bn Q4 appeared first on Electronics Weekly .
WD Chief Product Officer to Explore the Economics of Scaling AI at Web Summit 2026 - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"At Web Summit 2026 in Lisbon, WD (NASDAQ: WDC) will highlight why economically scalable data infrastructure is essential to supporting AI's next phase of growth....
TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy? - Taiwan already manufactures much of the physical infrastructure on which the AI boom depends. Advanced logic, packaging, substrates, testing, power delivery, cooling, and server assembly can all be sourced through an unusually dense industrial base.
The EU Cyber Resilience Act Reaches Chip And IP Suppliers - Determining which products may fall within the CRA's scope and what information may need to be provided to customers. The post The EU Cyber Resilience Act Reaches Chip And IP Suppliers appeared first on Semiconductor Engineering .
Making data ready for AI - Artificial Intelligence Making data ready for AI AI can give existing data new value. Keeping that data understandable, accessible and economically available helps ensure it is ready when new opportunities emerge.
Foxconn, TECO showcase factory-built infrastructure for AI data center expansion - Hon Hai (Foxconn) and TECO Electric & Machinery showcased a jointly developed modular data center at Hon Hai Tech Day 2026, highlighting a factory-built approach to AI infrastructure. The 40-foot container integrates computing, cooling, power, energy management, and fire protection systems, as the companies...
Discerning and coding: the exponential equation process - Most physical processes in nature have exponential properties, even if the underlying data looks noisy or otherwise messy. The post Discerning and coding: the exponential equation process appeared first on EDN .
Samsung chief set to visit Japan ahead of company's 57th anniversary - Samsung chief set to visit Japan ahead of company's 57th anniversary Executive Chairman Lee Jae-yong is reportedly set to travel to Japan a day before the company's 57th anniversary of Samsung Electronics' founding, with the company not scheduled to mark the occasion with a ceremony. 10/30/2026 - 02:09...
Changing Wafer Foundries: Costs, Timeline, Risks and Qualification Checklist - Moving an existing ASIC or semiconductor product to another wafer fab can lower manufacturing cost, improve supply continuity and reduce geopolitical exposure. But a foundry transfer is rarely a simple matter of sending the same masks to a different factory. Here is how to assess technical feasibility,...
BEAMA sets up power grid group - BEAMA has launched a new group for UK companies delivering power grid infrastructure, including those working in civil engineering, construction, design, specification and wider services. The Electricity Networks Infrastructure (ENI) […] The post BEAMA sets up power grid group appeared first on Electronics...
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 .
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 .
