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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

16h SK Hynix

40h Samsung Electro…

41h United Microele…

65h ASE Industrial

 Semi. Fabs and Clean Rooms
8½h ago: Samsung Taylor Fab 1 expanding with new equipment orders for 6,000 wpm 2nm capacity targeting 20,000 wpm by H2 2027. Intel advancing Arizona and Ohio factory projects with renewed demand confidence. PCB/substrate makers investing in higher-spec cleanroom equipment for finer-line ABF. India semiconductor ecosystem grows to five commercial plants.

 Scientists overcome a hidden obstacle to more powerful quantum ...  - Silicon spin qubits could play a major role in the future of quantum computing because they can be produced using the same semiconductor ...

 矽品砸近千億搶AI封裝商機 為何選雲林?張麗善談農工轉型 拚讓農業縣躍升科技重鎮  - 《數字台灣》邀請執政將滿8 的雲林縣長張麗善,談談她如何讓雲林擺脫「又老又窮」的農業縣標籤,逐漸邁向「農工大縣」,節目更邀請矽品行政長簡坤義,說明為何矽品會願意砸下近千億,在雲林縣打造先進封裝新廠,成為雲林蛻變的一大功臣。...

 Samsung Electronics and SK hynix eye $139 billion combined Q3 profit on AI chips  - Samsung Electronics and SK hynix eye $139 billion combined Q3 profit on AI chips As AI chip demand, sixth generation of high bandwidth memory supplies and rising dynamic random-access memory prices boost earnings, Samsung Electronics and SK hynix are expected to report a combined 184.4 trillion won ($139.1...

 Why cloud computing pioneer Wang Jian thinks space is the next AI frontier  - Alibaba Cloud founder says open-source, closed-source AI philosophies not at odds, calls for more Chinese cloud competition to strengthen industry

 Silicon Photonic Modulator Reaches 200 Gb/s PAM4 With Reduced DSP (Science Tokyo, Yokohama, AIST, PETRA)  - Researchers from Institute of Science Tokyo, Yokohama National University, AIST, and Photonics Electronics Technology Research Association (PETRA) published a technical paper titled “Reduced-DSP 200G/λ Low-Voltage Slow-Light Silicon Modulator Enabled by Built-In EO Equalizer.” Abstract Excerpt: “Multi-Tb/s...

 NVIDIA expands Kazakhstan AI infrastructure with Firebird  - NVIDIA and US-based AI infrastructure company Firebird are expanding Kazakhstan AI infrastructure, with plans for tens of thousands of GPUs,…

 Ambarella - Should you buy?  - A deep dive on the small chip company that put a brain inside the camera, why NXP is reportedly circling it, and whether you should own the business or…

 My Conversation with Dylan Patel and Stacy Rasgon  - Financing, bottlenecks, pricing power, Nvidia, GPUs vs XPUs, enterprise AI.

 Analog & Mixed-Signal ASIC Design Services: From Specification to Silicon  - Developing a custom analog or mixed-signal ASIC requires specialized engineering expertise, the right semiconductor manufacturing process, and a carefully planned design and verification strategy. Whether the application involves sensor interfaces, power management, data conversion, medical electronics,...

 Bloomberg Businessweek Daily: Blackstone Chips Bet  - The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFBlackstone tactical opportunities group led a $2.3B private credit loan to CoreWeave in 2023, marking the first major deal of its kind and becoming a blueprint for chip-backed...

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑 −

80h STMicroelectron…

37h NXP Semiconduct…

80h X Fab Silicon F…

 [News] SICC Reports 2,330.24% Surge in Net Profit for First Three Quarters  - SICC reported revenue of CNY 1.559 billion for the first three quarters of 2026, up 40.22% year on year, according to its third-quarter report released on the evening of October 20; revenue for the period hit a record high for the same period in previous years. Net profit attributable to shareholder......

 iPhone Duo Teardown: The Most Repairable Foldable Has a Huge Screen Problem  - Apple’s folding iPhone finally made it to our teardown table. Some owners’ screens didn’t make it through setup. After fifteen years of patents and rumors, the iPhone Duo is here,…

 Executive Interview with Victor Lopez of RaiderChip  - Victor Lopez is Co-Founder and CTO at RaiderChip, with over 20 years of experience in FPGA and ASIC design. Throughout his career, he has led the development of semiconductor IP and custom hardware solutions licensed by international companies in sectors such as defense, aerospace, automotive and professional...

 Concerns grow over Finance Ministry being sidelined  - Concerns grow over Finance Ministry being sidelined 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 - 11:01 AM Opinion Desk

 Tiny Atomic Defects Reveal a Quantum Secret Hidden Inside an Unusual Metal  - Atomic-scale defects in an unusual metal may offer a new way to control quantum states. Scientists at Columbia University have discovered that electron waves can become trapped inside a metal, even when pathways remain available for them to escape. The finding, published in Science, provides the first...

 “Performance” Oryon: Qualcomm’s Little Core ...  - Qualcomm’s Snapdragon X2 Elite uses a hybrid core setup, breaking away from the all-big-core strategy that the company previously used with in-house core designs. ...

 Atomera, IQE Partner on RF GaN-on-Silicon for Volume Markets  - Atomera and IQE will co-optimize MST-enabled GaN-on-Silicon wafers, which IQE will manufacture for foundry and IDM customers. The post Atomera, IQE Partner on RF GaN-on-Silicon for Volume Markets appeared first on Semiconductor Digest .

 Blackstone Bet on Chips Drove a Debt Boom That’s Upending Credit  - “What is a GPU?” Blackstone Inc. executives asked CoreWeave Inc.’s leadership. Also: “Is AI real?”

 [Market Memo] Dancing in the Rain  - Are you having fun yet?

 Canada’s Next Semiconductor Chapter: From World-Class Innovation to Global Champions  - Original Articel By SemiVision Research [Reading time: 12 mins]

 🌔 🇺🇸 Americas 
🇨🇦  ---  🌔 +

84h Intel

↺84h Western Digital11% beat 🟢

60h Everspin Techno…

↺4½d Texas Instrumen…9.2% beat 🟢

12h Amkor Technolog…

↺84h Enablence Techn…

 RapidusとHCLTech、次世代半導体技術における協業を発表  - ~インドに2拠点の開発センターを開設し、半導体エンジニア育成確保でも協力~

 Atomera and IQE hook up to advance RF GaN  - Atomera, a semiconductor transistor materials and technology licensing company, has entered into a Joint Development Agreement (JDA) with IQE to bring high-performance, cost-effective RF GaN to market. The collaboration leverages […] The post Atomera and IQE hook up to advance RF GaN appeared first...

 Mitsubishi Electric Obtains ISO/IEC 42001 Certification Under International Standard for AI Management Systems  - Combining expertise cultivated in critical infrastructure business with AI governance to provide high-quality, highly reliable products and services

 System Check: What is next for industrial RF engineering?  - Ready for the next System Check! Industrial RF design powers automation, wireless communications, and connected systems. We want to know…

 La batteria dentro il rack  - Un cluster di training può superare le 100.000 GPU. il problema non è soltanto alimentarle: è impedire che il ritmo del calcolo diventi il ritmo della…

 Nvidia discusses $2,000-per-GPU annual fee for software that 'runs agents on AI factories'  - Nvidia CEO Jensen Huang is reportedly weighing annual software fees of around $2,000 per GPU for enterprise AI, a model that could generate $10 billion a year if five million licenses were sold. The pricing and launch timeline remain unconfirmed, while Nvidia continues to expand its AI software and security...

 CEO Interview with Lisa Spelman of Cornelis  - Lisa Spelman is CEO of Cornelis , where she leads the company’s efforts to advance high-performance networking for AI and HPC infrastructure. She brings more than 20 years of experience across AI, cloud, enterprise infrastructure, data center operations, product strategy, and go-to-market leadership....

 南亞科 Q3 獲利創紀錄股價卻重挫!長鑫存儲擴產來襲,台灣記憶體廠該怕嗎  - 南亞科 12 公布創紀錄的 2026 第三季財報,不僅單季稅後淨利達 876.3 億元,較去 同期暴增 55 倍,毛利率更從上季 79.5% 再提升到 85.7%,再度刷新台灣半導體晶圓製造業紀錄。 繼續閱讀..

 CJ targets $1.13 billion in sales for Hetbahn, bets on multigrain for growth  - CJ targets $1.13 billion in sales for Hetbahn, bets on multigrain for growth CJ CheilJedang aims to lift Hetbahn sales to 1.5 trillion won ($1.13 billion) by 2028 through protein-rich multigrain rice and a larger U.S. push. 10/24/2026 - 07:31 PM KIM MIN-YOUNG

 超導類神經網路晶片通過核融合測試,每秒即時分析百萬筆電漿資料  - 美國能源部(DOE)布魯克黑文國家實驗室(Brookhaven National Laboratory)19 宣布,與普林斯頓電漿物理實驗室(PPPL)、DIII-D 國家核融合設施及新創公司 Great Sky 共同開發的超導類神經網路晶片,順利完成三項托卡馬克電漿控制測試,能即時處理每秒百萬筆取樣的資料,為核融合反應器的即時控制系統奠定基礎。...

 Making Advanced MicroChips Takes a Global Ecosystem  - On Bloomberg This Weekend, Gideon Lewis-Kraus explains how advanced chipmaking depends on a deeply interconnected global network of specialized companies, including ASML and TSMC, making semiconductor supply chains extraordinarily difficult to replicate or relocate. Speaking with hosts David Gura and...

 Nvidia and Tesla jointly invested Korea ABF substrate vendor; Implications  - Nvidia 與 Tesla 聯手注資三星電機,除了試圖打破 ABF 載板龍頭長期短缺及漲價壟斷,是否也為了採用三星2nm 晶圓代工鋪路?