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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
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-28m: MagnaChip Semiconductor Corp (MX) Q3 2026 Earnings Call Highligh

-3¾m: Why is Direxion Daily Semiconductor Bull 3X Shares ETF surging today?

8½m: How $300,000 in EWT Ends Up With $60,924 in a Single Chipmaker

33m: Private investment firm Ardian raises €1bn for semiconductor fund

33m: Valens Semiconductor Q3 Revenue Rises to $21.9 Million

35m: Valens Semiconductor (VLN) Reports Q3 Results, Revenue Beats Est

53m: Why is Valens Semiconductor stock surging today?

67m: Valens Semiconductor Reports Strong Third Quarter 2026 Results

70m: Southeast Asia's Semiconductor Rise: AI Reshapes Industry Stratification as Singapore Anchors a Regional Innovation and Demand Hub

95m: Why is BE Semiconductor Industries stock rallying today?

100m: ETFs Are Buying Taiwan Semiconductor (TSM) on Nov. 9

2¼h: An organic semiconductor-based photocatalyst sheet for overall solar-driven water splitting

2½h: AMD, Samsung Electronics Collaborate on Semiconductor Manufacturing Test Technology

3h: Chipmakers warn AI demand is creating bottlenecks in automotive supply chain

3h: Elmos Semiconductor SE Posts €166.7 Million in Q3 Revenue

3¼h: Diamond Foundry unveils first 200mm single-crystal diamond

4½h: Direxion Daily Semiconductor Bull 3X Shares (SOXL) Stock Price, News, Quote & History

4½h: Operating cash flow per share of Gotmic Semiconductor AB – NGM:GOTMIC

5¼h: Preferred dividends of Gotmic Semiconductor AB – NGM:GOTMIC

5½h: Staera Semiconductor emerges from stealth with US$4.6 million to break AI's data bottleneck

5½h: Total common shares outstanding of Gotmic Semiconductor AB – NGM:GOTMIC

5¾h: Singapore's Staera Semiconductor raises $4.6M to put optical links inside AI chips

5¾h: Thermo Fisher Scientific Continues Semiconductor Lab-to-Fab Innovation with Multiple Installations of Optis™ FIB-SEM

5¾h: TSMC Arizona event will help veterans find pathway to semiconductor jobs

6¼h: KAIST Professor Predicts 100 AI Agents in Semiconductor Design

6½h: Tangible book value per share of Gotmic Semiconductor AB – NGM:GOTMIC

6¾h: Long term debt to total assets ratio of Gotmic Semiconductor AB – NGM:GOTMIC

6¾h: Working capital per share of Gotmic Semiconductor AB – NGM:GOTMIC

7¼h: Chip Maker Infineon Lifts AI Sales Goal on Strong Data-Center Demand

7½h: Alibaba plans Hong Kong listing for semiconductor subsidiary T-Head

7½h: Alibaba plans Hong Kong listing for semiconductor subsidiary T-Head (BABA:NYSE)

7¾h: Acer Synergy Tech rides semiconductor demand to record revenue

8¾h: Adeka: AI-led semiconductor demand and Chemicals growth drove H1 profit sharply higher

8¾h: TSM, MU Stocks Look ‘Much More Compelling’ Than The Chip Index, Raymond James Says

8¾h: META_TITLE_SECTORS

 旺矽營收獲利連七季創新高 三大探針卡滿載  - 半導體測試介面大廠旺矽(6223)受惠全球AI晶片需求強勁,以及中高階測試介面市占率持續提升,第三季營收與獲利雙雙改寫歷史新高,已連續七季刷新紀錄,單季每股稅後純益更達19.18元。 旺矽指出,全球AI雲端服務供應商(Hyperscaler)持續擴大資本支出,帶動高階晶片測試需求快速攀升,公司與多家國際級客戶維持密切合作,已成為主要測試夥伴之一。隨先進製程及先進封裝產能持續吃緊,AI晶片與高...

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

 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 .

 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...

 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

 [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...

 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.

 Dutch government commits €200M to European scale-up fund  - The Netherlands is committing 200 million euros to the second round of the European Tech Champions Initiative (ETCI), double its contribution to the first round.

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

 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.

 Kospi gains 4.39% driven by technology shares, hopes of end to Iran war  - Kospi gains 4.39% driven by technology shares, hopes of end to Iran war The benchmark bourse rose 220,28 points to close at 5,239.13 as Korean chip stocks got a boost from Wall Street. 11/10/2026 - 03:06 AM

 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

 AMD Zen 6 EPYC ‘Venice’ deep dive and benchmarking  - AMD has pulled back the curtain on its Zen 6 microarchitecture. We deep-dive into the differences between Zen 5 and 6, as well as detail our first benchmarks of AMD’s Venice CPUs.

 ESA signs OHB for next-gen Sentinel-3 topography mission  - The German space systems integrator OHB has been awarded, by the European Space Agency (ESA), a €554 million contract for two next-gen Sentinel-3 topography satellites. The Sentinel-3 Next Generation Topography […] The post ESA signs OHB for next-gen Sentinel-3 topography mission appeared first on...

 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 .

 The History of SMIC: China’s Rise in Semiconductor Foundry 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...

 Who Owns the Voice in Your Head?  - On May 13, 2024, OpenAI demonstrated GPT-4o, a model that could carry on a spoken conversation with the timing and inflection of a person. One of its voices, called Sky, was warm, quick and more than a little flirtatious. After the demo, Sam Altman posted a single word on X: “her.” Nobody in the industry...

 [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......

 Nvidia CEO's controversy raises concerns about effect of U.S. AI chip curbs on Samsung and SK hynix  - Nvidia CEO's controversy raises concerns about effect of U.S. AI chip curbs on Samsung and SK hynix The revelation of Jensen Huang's relationship with a woman suspected of espionage has raised concerns that tighter export controls on China could affect the Korean chipmakers. 11/9/2026 - 04:17 AM LEE JAE-LIM...

 Intel: What Happened, and Where We Are Going  - Shareholders thought they escaped the nine circles of hell. Instead, we are fighting each other in the River Styx.

 The "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory  - In the latest episode of "The Circuit" based on the transcript provided in the file "ben-jay (12).txt", hosts Ben Beheron and Jay Goldberg cover a wide spectrum of technology and semiconductor news, opening with a discussion on the unexpected shortage of Apple's premium polishing cloths, which Ben argues...

 Aratas introduces G6TA series of reed relays for safety-monitoring  - Aratas is introducing its G6TA series of reed relays, providing 200V DC switching capability for safety-monitoring circuitry. Specifically, the relays comprise type-1a (SPST, single-pole single-throw) and type-2a (DPST, double-pole single-throw) […] The post Aratas introduces G6TA series of reed relays...

 Infineon presents first functional power devices on 300mm SiC wafers  - Processed 300mm silicon carbide wafer being presented at electronica

 Jensengate is Much Bigger Than Jensen Huang  - [Opinion] Nvidia’s founder is just one player in the messy and brutal fight over AI policy

 Semiconductor Earnings Sugar Rush Likely to Fade, Says JPMorgan’s Peters  - Grace Peters, global investment strategy co-head at JPMorgan Private Bank, calls semiconductor stocks “the epicenter of this drawdown,” but says that earnings assumptions show markets are “reasonably valued.” She says the firm doesn’t have a reason to step back from investing in equities as...

 Still Looking for Diamonds  - Silicon carbide demand surges, but Europe risks hollow sovereignty as investment flows abroad; see why Bulgaria’s fab needs customers first. The post Still Looking for Diamonds appeared first on EE Times .

 onsemi and Czech Republic agree to conclude SiC expansion project, but reaffirm partnership  - Change reflects evolving SiC market and project economics

 [News] Terafab Reportedly Eyes 1M Wafers Monthly by 2032, with 700K for Memory Near Samsung’s Total DRAM Capacity  - Elon Musk's Terafab project is reportedly targeting monthly production capacity of around 1 million wafers by 2032. According to Financial News, citing Nikkei, Terafab reportedly told equipment makers this autumn that it plans to produce approximately 700,000 wafers per month for memory chips and mo......

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑 −

↺17h Jenoptik11% beat 🟢

51h Ams

↺17h Infineon Techno…-3.9% miss 🔴

 Trump Brings NVIDIA CEO to China Despite Intelligence Briefings  - Democrats are seeking to strengthen semiconductor export controls in light of the incident.

 YMTC to seek Shanghai IPO in Q1 despite China slowdown concerns

 South Korea Joins 35-by-35 Electrification Initiative

 Minister Kim rejects direct pensions for dam relocation, proposes solar profit plan

 TSMC to invest $500 million each in Anthropic and OpenAI, approves $41 billion capex

 KOSPI, KOSDAQ Surge on CoreWeave Earnings

 CoreWeave beat lifts South Korea stocks; KOSPI rises, KOSDAQ surges

 Nvidia considers AMD's Lisa Su as potential CEO successor

 Won Falls 3.9 to 1,333.6 vs. Dollar

 Reports float Lisa Su, Rene Haas as potential Nvidia successors; company denies Huang exit

 Kindred Ventures Hosts 'AI Wave: Seoul 2026'

 Kindred Ventures to host AI Wave 2026 in Seoul to boost US-Korea startup ties

 Minister Kim Rejects Direct Pensions, Proposes Solar Cooperative for Residents

 Kosdaq jumps over 4% to trigger buy-sidecar for second day as chips rally

 Commerce Department Delays Sanctions on NVIDIA-Linked Firm Megaspeed

 U.S. slows move to sanction Singapore’s Megaspeed tied to Nvidia chip probe

 Democratic Leader Condemns People Power Party's Irresponsible Incitement

 NVIDIA Board, FBI, U.S. House Probe Huang Scandal

 SK Hynix Secures Safety, Security Certifications for Physical AI Market

 SK hynix wins top safety, cybersecurity certifications to target physical AI

 Samsung, AMD Collaborate on Semiconductor Test Infrastructure

 Samsung, AMD partner to bolster chip test infrastructure with EPYC and DDR5/CXL

 KOSDAQ Surges 4.68%, Buy-Side Car Activated Again

 KOSPI Fluctuates Near Break-Even Despite U.S. Yield Surge

 South Korea Exports Surge 111.9%, Nearing 1 Trillion-Dollar Milestone

 Kospi steadies as yields jump; Kosdaq climbs more than 2%

 South Korea Nears 1 Trillion Dollar Export Milestone

 U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect

 NVIDIA CEO Jensen Huang Apologizes, Returns to Work Amid Scandal

 Trump faces scrutiny over alleged briefings as ties with Jensen Huang deepen

 Minister Kim Meets Residents on Semiconductor Project Relocation Compensation

 Minister Kim to visit Honam chip hub sites, pledge compensation to residents

 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.

 SpaceX Taps Qualcomm for Starlink Mobile’s Nationwide 5G Network  - SpaceX is turning to Qualcomm to help build the terrestrial side of its Starlink Mobile network. The company has selected…

 Industry Collaboration Seeks to Advance Cyan OLEDs for Automated Driving System Communications  - Universal Display Corporation and OLEDWorks have collaborated to evaluate cyan OLED lighting for automated driving system (ADS) communication applications. The collaboration combines UDC’s phosphorescent blue OLED materials and technologies...

 Agentic AI streamlines embedded software development for MCUs  - An agentic AI framework injects device-specific knowledge directly into the AI tools engineers already use, shortening embedded development. The post Agentic AI streamlines embedded software development for MCUs appeared first on EDN .

 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

 AMD 第六代 AMD EPYC 嵌入式處理器,七 供貨週期鞏固 CPU 領導地位  - AMD 宣布推出 AMD EPYC 嵌入式 9006 系列 SP7 CPU,進一步擴展其針對嵌入式客戶需求與部署環境最佳化的 x86 處理器產品組合。在高效能「Zen 6」核心架構的助力下,AMD EPYC 嵌入式 9006 CPU 整合最高 256 個核心、可擴充的 PCIe Gen 6 與 CXL 3.1...

 Imec delivers baseline flows for NanoIC line interposer  - Imec has delivered the baseline flows for the silicon interposer platform being developed within the NanoIC pilot line. Providing an early technical view of a key technology for chiplet integration, […] The post Imec delivers baseline flows for NanoIC line interposer appeared first on Electronics Weekly...

 5G CATS: 5G-Based Cryptographic Authorization Against Trafficking of Semiconductor Devices  - Enforcing export controls on AI accelerators requires verifying where a chip operates after deployment. Round-trip time measurements can bound a chip's distance from a trusted landmark, but any jitter in honest replies forces the verifier to loosen its timeout, giving an attacker slack to relay traffic...

 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

 Trump Ignored Intelligence on NVIDIA CEO's Alleged Spy Ties  - Democrats are criticizing the Trump administration’s response and urging stricter semiconductor export controls.

 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

 How Nvidia CEO’s troubles, US midterms may tighten China chip curbs: ‘adding fuel to fire’  - Jensen Huang scandal and Democratic gains may revive efforts targeting China’s access to advanced AI infrastructure, analysts say

 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.

 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...

 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 .

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

 Delmic hunts for crystal defects in chip materials  - Delft-based Delmic is introducing Aurora, a system that automatically detects crystal defects in semiconductor materials.

 Orbital texture of valence band and interband transitions of the type-II multiferroic van der Waals NiI _2 _2  - …is a van der Waals semiconductor characterized by complex electronic and magnetic phases, holding promise towards functional applications. For this purpose, a detailed understanding of its band structure and its excitations is essential to elucidate the electronic and transport properties. We present...

 China Chip Supplier Xinde Jumps in HK Debut as Denglin Slumps  - Jiangsu Xinde Semiconductor Technology Co.’s shares surged in their Hong Kong debut, while Suzhou Denglin Technology Co.’s stock slumped on their first day after the Chinese chip suppliers raised a combined $301 million in their initial public offerings, entering the market at a time of extreme volatility...

 Introducing the i.MX 952 Applications Processor Partner Ecosystem  - Explore NXP’s i.MX 952 applications processor partner ecosystem for faster development of edge AI, intelligent vision and advanced display applications.

 Tax Exporters Less  - As an incentive to export, the Government should seriously consider limiting the proposed “payroll tax” to firms exporting less than ten per cent of their output. so, 65 years ago, […] The post Tax Exporters Less appeared first on Electronics Weekly .

 Workshop: Decoding AI Hardware – Materials, Metrology, and Failure Analysis in Advanced Packaging  - — five practical talks on reliability, lunch, tours, networking …

 Mitsui Chemicals To Acquire JSR For $11.6B  - JSR is a major player in the EUV photoresist, CMP and other segments

 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...

 Engineers develop the world's first megawatt ultra-wide bandgap semiconductor module  - Researchers from the Department of Electrical and Computer Engineering under the Faculty of Engineering at the University of Hong Kong (HKU) and the Center for Advanced Semiconductors and Integrated Circuits (CASIC) have ...

 Examining the insides of an economical phono preamp  - Equalization, amplification, location. That’s a phono preamp in a nutshell. But the "devil's in the details". And then there’s the grounding… The post Examining the insides of an economical phono preamp appeared first on EDN .

 PicoJool: Rethinking Optical Interconnects for the 12.8T AI Era  - Orignal Article By SemiVision Research [Reading time: 13 mins]

 A quantum breakthrough makes light behave like both a solid and a ...  - The organic semiconductor used in the device gradually reacted with the liquid crystal. As a result, the experimental samples had a limited ...

 Mitsui Chemicals to Take Over Chip Linchpin JSR for $12 Billion  - Japan’s Mitsui Chemicals Inc. is buying JSR Corp. for ¥1.84 trillion ($12 billion) with support from state-backed Development Bank of Japan to strengthen its hold over a key chip materials linchpin.

 The Optical Super Highway For AI  - Exponentially increasing AI compute performance requires exponential interconnect speeds. The post The Optical Super Highway For AI appeared first on Semiconductor Engineering .

 The secret signals of keyless fobs  - Here’s how your fob speaks to your car and the clever security engineering that keeps thieves from listening in. The post The secret signals of keyless fobs appeared first on EDN .

 Designing Reliable Vehicle-Side Electronics for High-Power DC Fast Charging  - Learn how BMS, sensing, communication, and EMI mitigation technologies help ensure safe, efficient, and reliable DC fast charging.

 🌔 Americas 
🇺🇸🇨🇦  ---  ☀️ +

↺5¾d Microchip Techn…3.7% beat 🟢

↺7d Globalfoundries15% beat 🟢

↺6¾d Wolfspeed,-1.8% miss 🔴

↺6¾d Coherent0.0%

 Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form  - Let our content come straight to you! Easily digestible newsletter emails straight to your inbox. And all the newsletters are mobile optimised. The post Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form appeared first on Electronics Weekly .

 AMD shares how it can retain 95% of server performance with just half the DRAM, sidestepping memory shortages with MEXT  - Following AMD’s acquisition of MEXT earlier this year, the company has revealed its own IT infrastructure is using the technology to run servers at 50% DRAM capacity while achieving 95% of the performance of a full-DRAM system in certain applications.

 Samsung targets early 2027 for first 3D Cube-H design kit  - Samsung Electronics aims to complete its first 3D Cube-H design kit, a hybrid copper bonding technology for vertically stacked logic chips, in early 2027, with prospective customer evaluations to follow, ZDNet Korea reported on November 10, citing an industry source familiar with the plans.

 OpenAI 3Q26 revenue tops US$10B as losses persist

 Canon to launch KrF lithography scanner rated at 400 wafers per hour in December

 Samsung reportedly buys four silicon photonics patents from Rockley

 Diamond Foundry says it has grown a 200mm single-crystal diamond

 AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story

 Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban

 Powerlogic revenue falls 39% as AI chip shortages hit gaming

 Acer Synergy Tech rides semiconductor demand to record revenue

 Asia Electronic Materials advances PTFE Hybrid solution for AI clients

 AI demand drives record revenue for Altos through October

 Cadmen CPC, Industry 4.0 projects lift 4Q26 outlook

 Advantech's Korea business grows 67% in first three quarters, says incoming CEO

 Alibaba files to spin off chip design unit T-Head for Hong Kong IPO

 Infineon's record quarter shows power chips moving from cyclical recovery to AI-led growth

 AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes

 Smaller memory buyers 'basically shut out' of direct supply, Smith says

 Intel targets agentic AI with GPUs and Xeon

 TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat

 Ingentec revenue jumps 79% in first 10 months

 Infineon says data center orders already exceed target as factory output sets ceiling

 Nexperia's China split raises costly question: what is Wingtech owed?

 Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes

 E Ink invests in Soofa to expand outdoor e-paper signage

 AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

 CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028

 Sysgration targets doubled 2027 BBU orders from CSP upgrades

 Commentary: Can Nvidia's founder-centric brand model hold up

 Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028

 Hiwin sees strong 2027 as orders stretch into midyear

 ChipMOS posts highest profit since 2022, revenue up 30% in 10 months

 ASMedia raises own-brand prices as chip supply costs climb

 Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub

 SK Hynix taps Nvidia to speed up memory chip simulations

 Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth

 Taiwan connections draw attention in Jensen Huang controversy

 Ubiqconn October revenue jumps 79% on month as component supply eases

 Transcom Technology sees fourth quarter defense shipments gaining momentum

 Memory shortage pushes some server buyers toward barebones systems, distributor Smith says

 Changs Ascending rides semiconductor expansion into AI data-center power

 Tatung October revenue falls 8% year on year as Elitegroup shipments slip

 Taiwan says it is reviewing information on alleged spy linked to Nvidia CEO

 Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities

 TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy

 CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh

 Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms

 China's AI data center boom reveals a missing link

 AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty

 Inventec sees high-double-digit server growth in 2027

 Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation

 Pegatron revenue falls 12% in October as AI server shipments stay strong

 Ion Electronic Materials targets 2027 profit as specialty gases scale

 Winmate sets profit record, starts drone shipments in 2027

 Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty

 OpenAI unveils AI data center pact amid community resistance

 Rapidus reportedly falls behind schedule on 2nm chip production target, raising questions over Japan's chip ambitions

 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]

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

 Analysis and Demonstration of a Current-Stiff, Isolated Capacitive Bridge Transformer  - …at its center to provide galvanic isolation and a turns ratio for step up/down functionality. However, the transformer is often the limiting factor of the DAB, especially as semiconductor switching speeds improve, given steel core losses, winding losses, etc. This paper presents a new DAB architecture...

 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....

 AMD秀2奈米CPU肌肉 先進封裝、載板等供應鏈吃香 明 拚量產力成FOPLP來助陣  - AMD(超微)加速布局2奈米伺服器處理器,Venice採台積電N2製程,後續Verano將升級N2P,帶動先進製程與封裝需求。隨新平台陸續推出,台積電、 光、矽品及力成等台灣合作夥伴,將成為AMD擴大資料中心版圖的重要支援。 AMD於In Depth技術論壇大秀肌肉,揭示伺服器處理器及晶粒互連布局。代理式AI帶動CPU需求,AMD預估,資料中心CPU市場將由2025...

 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

 Korea's top 10 firms account for more than 60 percent of exports in third quarter  - Korea's top 10 firms account for more than 60 percent of exports in third quarter Total exports came to $318.6 billion in the July-to-September period, led by surging semiconductor and electronics demand. 11/10/2026 - 12:07 AM

 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 .

 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 ...

 Risking the 'Nokia Trap': South Korea's Economic Overdependence  - If tax revenue gained from the semiconductor boom is recklessly spent, the future will grow even bleaker.

 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.

 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 ...

 Fujitsu's Growth Strategy in Integrated Report 2026  - Explore Fujitsu’s growth strategy toward 2035 through Integrated Report 2026, including Technology-driven value creation, AI-driven management and people, materiality, and the connection between social and corporate value.

 Google Rolls Out New AI Chips to Challenge Nvidia  - Alphabet Inc.'s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.

 Who Really Operates the World’s Greenest Fab?  - TechInsights’ experimental Most Sustainable Fab Ranking compares the environmental performance of 218 global semiconductor manufacturing facilities.

 GSA Awards 2026 nominees  - The Global Semiconductor Alliance (GSA) has announced its 2026 award nominees. The awards will be presented at the GSA Awards Celebration on Thursday 10 December 2026. The 2026 Dr Morris […] The post GSA Awards 2026 nominees appeared first on Electronics Weekly .

 Nvidia CEO affair unleashes probes over spying allegations  - Some tech observers questioned US intelligence processes, while another urged Nvidia CEO Jensen Huang to step down as spying probes get underway.

 G&H to Acquire Acousto-Optic Solutions Provider IntraAction Corp.  - G&H, a provider of advanced photonic solutions, has acquired IntraAction Corp, a designer and manufacturer of acousto-optic solutions enabling precise modulation, deflection, and control of laser beams. IntraAction’s technologies address applications in industrial, telecom, and the life sciences.

 SK hynix to expand U.S. work force, deepen Nvidia and AI chip ties  - SK hynix to expand U.S. work force, deepen Nvidia and AI chip ties The chipmaker will reorganize and expand its U.S. operations to deepen early-stage collaboration with key AI customers, including Nvidia. 11/8/2026 - 10:10 PM

 Terafab targets 1M wafers per months in 2032  - The Terafab semiconductor manufacturing complex is reportedly targeting a monthly capacity of more than 300,000 wafers for advanced logic chips and approximately 700,000 wafers for memory chips by 2032.

 Fable: The Home For Geniuses  - The “Pope of Physics” as his colleagues called him because of his infallibility in solving physics problems, was increasingly concerned by anti-Semitic laws passed by his country’s fascist government because […] The post Fable: The Home For Geniuses appeared first on Electronics Weekly .

 The Race to Build a “Find My” for AI Chips  - Location verification could help deter chip smuggling and diversion

 阿貢實驗室獲百倍 GPU 記憶體加持,結合全新 AI 算力開啟「自主實驗室」研究新紀元  - 美國能源部阿貢國家實驗室(Argonne National Laboratory)4 宣布,將擴充其推論服務(Inference Service)的運算資源,讓研究人員能使用更多先進模型,並將人工智慧更深入地整合到科學工作流程中。這項升級由阿貢領導運算設施(ALCF)推動,在新增...

 Machines that think: trust and provenance  - This is the twelfth part in a series on how AI is crossing out of software and into the physical world. This time, Jan Bosch looks at what it takes to establish that something is real when anything can be synthesized.