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            🇺🇸 Philly Semi (SOX) -0.35% | 🇦🇺 S&P/ASX Tech +1.17% | 🇺🇸 DJ Semi -1.77% | 🇺🇸 Nasdaq Computer -1.27% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -0.63% | 🇺🇸 Nasdaq Semi -1.99% | 🇺🇸 Dow (DJI) -0.30% | 🇺🇸 S&P 500 -0.38% | 🇺🇸 NASDAQ -0.74% | 🇪🇺 Euro Stoxx 50 +0.59% | 🇺🇸 Volatility (VIX) -2.31% | 🇺🇸 DJ Large-Cap -0.38% | 🇺🇸 DJ Mid-Cap -0.42% | 🇺🇸 DJ Small-Cap -0.52% | 🇨🇳 NASDAQ China -1.21% | 🇧🇷 Bovespa Brazil 50 -0.56% | 🇺🇸 NYSE 100 +0.17% //             🇺🇸 Philly Semi (SOX) -0.35% | 🇦🇺 S&P/ASX Tech +1.17% | 🇺🇸 DJ Semi -1.77% | 🇺🇸 Nasdaq Computer -1.27% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -0.63% | 🇺🇸 Nasdaq Semi -1.99% | 🇺🇸 Dow (DJI) -0.30% | 🇺🇸 S&P 500 -0.38% | 🇺🇸 NASDAQ -0.74% | 🇪🇺 Euro Stoxx 50 +0.59% | 🇺🇸 Volatility (VIX) -2.31% | 🇺🇸 DJ Large-Cap -0.38% | 🇺🇸 DJ Mid-Cap -0.42% | 🇺🇸 DJ Small-Cap -0.52% | 🇨🇳 NASDAQ China -1.21% | 🇧🇷 Bovespa Brazil 50 -0.56% | 🇺🇸 NYSE 100 +0.17% //             🇺🇸 Philly Semi (SOX) -0.35% | 🇦🇺 S&P/ASX Tech +1.17% | 🇺🇸 DJ Semi -1.77% | 🇺🇸 Nasdaq Computer -1.27% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -0.63% | 🇺🇸 Nasdaq Semi -1.99% | 🇺🇸 Dow (DJI) -0.30% | 🇺🇸 S&P 500 -0.38% | 🇺🇸 NASDAQ -0.74% | 🇪🇺 Euro Stoxx 50 +0.59% | 🇺🇸 Volatility (VIX) -2.31% | 🇺🇸 DJ Large-Cap -0.38% | 🇺🇸 DJ Mid-Cap -0.42% | 🇺🇸 DJ Small-Cap -0.52% | 🇨🇳 NASDAQ China -1.21% | 🇧🇷 Bovespa Brazil 50 -0.56% | 🇺🇸 NYSE 100 +0.17% //             🇺🇸 Philly Semi (SOX) -0.35% | 🇦🇺 S&P/ASX Tech +1.17% | 🇺🇸 DJ Semi -1.77% | 🇺🇸 Nasdaq Computer -1.27% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -0.63% | 🇺🇸 Nasdaq Semi -1.99% | 🇺🇸 Dow (DJI) -0.30% | 🇺🇸 S&P 500 -0.38% | 🇺🇸 NASDAQ -0.74% | 🇪🇺 Euro Stoxx 50 +0.59% | 🇺🇸 Volatility (VIX) -2.31% | 🇺🇸 DJ Large-Cap -0.38% | 🇺🇸 DJ Mid-Cap -0.42% | 🇺🇸 DJ Small-Cap -0.52% | 🇨🇳 NASDAQ China -1.21% | 🇧🇷 Bovespa Brazil 50 -0.56% | 🇺🇸 NYSE 100 +0.17% //
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 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

↺3h Jenoptik

65h Ams

↺3h Infineon Techno…

 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...

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

 Will Nvidia CEO Jensen Huang’s affair become another ‘spy balloon’ saga for US-China ties?  - Allegations could be weaponised by US hardliners, analysts say, as one warns of diplomatic freeze comparable to 2023 balloon row

 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.

 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.

 Analog in memory compute for low power AI inference  - Analog In-Memory Compute (IMC) is driving the promise of achieving energy efficiencies on the order of one femtoJoule per operation…

 Anthropic's Fable 5.2 and Mythos 5.2 advance agentic AI  - The launch of Claude Fable 5.2 and Claude Mythos 5.2 marks a decisive shift in artificial intelligence, transitioning models from passive task completion to true autonomous collaboration. Built on a shared neural foundation, the twin models divide responsibilities to balance sheer technical capability...

 Apple files China registration for Apple Intelligence on iPad, Mac

 SoftBank Group, Grab, PETROS commit US$1.85 billion to Malaysian AI infrastructure

 Qisda ramps up AI investment, sees data-center slowdown as short-term

 Spy probe highlights Nvidia's heavy reliance on CEO

 Jensen Huang drawn into spy allegations as China rejects claims

 Wistron ITS eyes 2027 growth driven by semiconductors and gaming

 SK Hynix-backed Trinity Fab to test chipmaking tools in 2027

 Intel looks beyond 18A and 14A to reshape computing

 AI server demand squeezes India's PCB supply as material costs surge

 SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control

 Nvidia could face more scrutiny by new Congress in wake of spy probe

 Three workers die at Tata iPhone parts plant, reviving scrutiny of Apple's India supply chain

 Nvidia legal chief accused of interfering in Megaspeed probe

 TSMC October 2026 revenue surges 59.7% on strong AI chip demand

 Yageo posts record October sales as China holiday weighs on Walsin's revenue

 Y.S. Tech launches liquid-cooling lab as auto orders reach 2028

 Mitsui Chemicals to acquire JSR for US$11.6 billion, targeting semiconductor materials growth

 Google expands eighth-generation TPU portfolio to target secure, high-context agentic AI

 Chenbro, AES stay optimistic on AI demand despite US midterm volatility

 Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny

 Phison locks in 70% of its 2027 NAND supply as AI demand surges

 CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network

 Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?

 Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix

 Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products

 Sharp eyes AI server deliveries in Japan as early as March 2027

 Nvidia, SPIL target CPO volume shipments in 2027

 Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent

 AI’s Efficiency Challenge For The Semiconductor Industry  - AI is reshaping the tools, data, and collaboration models used to design, manufacture, and test silicon. The post AI’s Efficiency Challenge For The Semiconductor Industry appeared first on Semiconductor Engineering .

 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 ...

 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...

 TSMC’s Revenue Rises 60% in a Sign of Resilient AI Chip Demand  - Taiwan Semiconductor Manufacturing Co. posted a 60% increase in monthly sales, reflecting the company’s central role in a global AI infrastructure build-out.

 Barrick Mining Moves on Earnings; Google's New AI Chips | Stock Movers  - On this episode of Stock Movers: - Shares of Barrick Mining (B) rose in premarket trading after the miner reported third-quarter earnings that beat the average analyst estimate as strength in gold offset copper weakness. The company also said that its Nevada Gold Mines initial public offering remains...

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

 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...

 Internal probe into CEO Jensen Huang and 'foreign intelligence' weighs on high-flying Nvidia shares  - Shares of Nvidia tumbled 5% at the opening bell Monday after the computer chipmaker, central to the artificial intelligence race, opened an investigation into reports that CEO Jensen Huang was the "target of a foreign intelligence ...

 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]

 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

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

 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.

 [News] Accelink Technologies Breaks Ground on Silicon Photonics Project in Wuhan; Investment Totals CNY 10.2B  - On November 1, Wuhan's Optics Valley announced that construction had begun on Phase I of Accelink Technologies’ high-end optoelectronic and silicon photonics chip and device industrialization project. The facility is located in the High-End Optoelectronic Devices Industrial Base in the Wuhan East ......

 When the economic illusion fades  - When the economic illusion fades Fuel price controls and a semiconductor-led export boom may be hiding weakening household finances and deeper structural vulnerabilities. 11/8/2026 - 10:01 AM Opinion Desk

 Team unlocks large-scale Fourier transforms for analog in-memory computing  - Fourier transforms are mathematical calculations that can be used to identify the frequencies that make up a signal and shed light on their individual contributions. These transforms have been used, for example, to unveil ...

 Quantum Discovery Reveals Why More Powerful Lasers Can Actually Slow Atoms Down  - Researchers have uncovered an unexpected way to control the movement of atomic layers in quantum materials. Scientists have discovered that two carefully timed laser pulses can move atomic layers in a quantum material more effectively than a single, more powerful pulse. Published in Nature Physics, the...

 🌘 Americas 
🇺🇸  ---  🌑 −

↺5d Microchip Techn…3.7% beat 🟢

↺6½d Globalfoundries15% beat 🟢

↺6d Wolfspeed,-1.8% miss 🔴

↺6d Coherent0.0%

 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 .

 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, ...

 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.

 TSMC Posts Record Monthly Revenue Driven by AI Chip Demand

 Morgan Stanley cuts Samsung, SK Hynix targets by up to 38%

 NVIDIA CEO Scandal Unnerves Samsung, SK Hynix

 Nvidia probe over Huang affair clouds outlook; limited short-term impact on Samsung, SK hynix

 DeepX's 2-Nanometer AI Chip Wins CES 2027 Innovation Award

 Report suggests Jensen Huang associate may be spy after career claims fail verification

 NVIDIA and KAIST Partner to Build 1 Million Korean AI Datasets

 NVIDIA CEO Jensen Huang admits affair as probe into alleged Chinese spy begins

 NVIDIA CEO Hugs Wife in Paris Before Affair Admission

 U.S. Data Center Moratoriums Boost Overseas AI Infrastructure Demand

 People Power Party Leader Condemns President's Power Use in Trials

 Jeong Jeom-sik rejects special counsel bill and criticizes presidential office

 Semiconductor boom drives top 10 firms to 60.9% of Korea’s Q3 exports

 Congress Tightens AI Chip Export Controls Amid NVIDIA Scandal

 Congress weighs tougher China chip controls amid Nvidia spy scandal, White House stance pivotal

 NVIDIA CEO Scandal Triggers Stock Plunge, AI Industry Jitters

 Domestically Developed TEM Recognized as National Science Heritage

 Morgan Stanley Lowers Samsung Electronics, SK Hynix Target Prices

 Morgan Stanley cuts Samsung, SK hynix targets on 2028 earnings cliff risk

 SpaceX's $24 Billion Texas AI Power Project

 SpaceX to invest 24 billion dollars in Texas AI power and supercomputing plan

 South Korea's Top 10 Firms Hit 60.9% Trade Concentration Ratio

 KOSPI, KOSDAQ Surge Over 4%, Trigger Circuit Breakers

 KOSPI and KOSDAQ surge over 4% as US chip rally triggers buy sidecars

 Sorkin Warns AI Euphoria Mirrors 1929 Bubble Risks

 Dongwon Parts Shares Surge 70% in KOSDAQ Debut

 Dongwon Parts soars 70% on KOSDAQ debut after strong demand

 KOSPI, KOSDAQ Trigger Buy-Side Circuit Breakers

 NVIDIA CEO's Partner Alice Huang Faces Chinese Spy Suspicion

 U.S. Semiconductor Surge Boosts Substrate Stocks, Korea Circuit Up 9%

 US chip rebound lifts South Korea semiconductor substrate stocks

 Won strengthens as stocks rally, oil falls and chipmakers sell dollars

 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

 光10 營收886億元、改寫單 新高 明 成長有望續強  - 封測龍頭 光投控(3711)營運再攀高峰,10 合併營收886.15億元,改寫單 歷史新高,隨先進封裝及測試需求持續擴張,集團大幅上修今 相關業務營收目標及資本支出規模,並積極擴充高階產能,為2027 營運成長預作準備。 光投控10 營收886.15億元,...

 Defects and Structural Evolution in CrSBr: Machine-Learning Potentials for Atomistic Simulations  - The layered van der Waals semiconductor CrSBr combines intrinsic magnetic order with semiconducting and optical properties, making it a promising material for multifunctional electronic and photonic applications. Understanding how defects and structural transformations affect its properties under experimentally...

 Chinese traders still confident of Nvidia GPU access amid Jensen Huang scandal  - Prices for Nvidia graphics cards are falling in China’s biggest electronics market despite all the talk of tightening US export controls

 瑞昱導入SAP HCM 整合全球薪酬管理  - 瑞昱(2379)全球員工逾7,000人,隨海外據點及業務規模擴大,啟動薪酬管理系統整合。SAP台灣10 宣布,瑞昱將在既有SAP ERP雲端系統基礎上,進一步導入SAP HCM雲端解決方案,統整人事、薪資與考勤資料,減少人工核對作業,並強化跨國人力成本掌握能力。...

 Korea’s petrochemical giants plunge back into red as war-driven windfall fades  - Korea’s petrochemical giants plunge back into red as war-driven windfall fades Major petrochemical companies swung to a combined third quarter loss as costly naphtha, weaker prices and Chinese oversupply intensified pressure for restructuring. 11/9/2026 - 04:18 AM News Team

 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...

 Google expands its 8th-Gen TPU portfolio for agentic AI  - Google has expanded its eighth generation TPU portfolio with the TPU 8tx and TPU 8i Max. Following on from the TPU 8t and TPU 8i releases in April, it marks […] The post Google expands its 8th-Gen TPU portfolio for agentic AI appeared first on Electronics Weekly .

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

 Axelera AI co-founds European association for fabless chipmakers  - Eindhoven-based Axelera AI is one of five founding members of the European Fabless Semiconductor Association, launched in Brussels on 4 November.

 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.

 Huawei says it’s made a 100 percent Chinese PC  - PLUS: Japan declares infosec emergency; Apple’s makes biggest school Mac sale, ever, anywhere, in the Philippines; And more!

 The Midterms Hit AI: Data Center Pushback, a Market Whipsaw, and Earnings That Tell a Different Story  - A midterm election that put data centers on the ballot, followed by one of the sharpest two-day market swings in recent memory, changed the AI conversation this week, even as earnings from AMD, Arm, Lattice, and Coherent pointed to demand that hasn't slowed. Patrick Moorhead and Daniel Newman unpack what...

 Samsung Names 10 Outstanding Researchers in Future Technology Program  - Samsung has presented its first awards to researchers who delivered outstanding results under its Future Technology Fostering Program, which has supported scientific research for 14 years.Samsung said on Nov. 5 that it held the 2026 Samsung Future Technology Fostering Program Annual Forum at the Wes

 CEO Interview with Mark Rushworth of Finchetto  - Mark Rushworth is CEO of the all-optical network switch company, Finchetto, a photonics startup developing fully optical network switching technology for AI and hyperscale data centers. He specializes in integrated photonics and optical networking, with a focus on reducing the power consumption and latency...

 ☀️ 🇦🇺 AsiaPac 
🇰🇷  ---  ☀️ +

↺7d PlayNitride-442% miss 🔴

 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.

 Siemens Expands Chip-Design Business With Software Deal  - Siemens AG agreed to buy family-owned Lauterbach GmbH to expand its chip-design portfolio, part of a strategy of acquiring specialist technology firms to help meet rising demand for state-of-the-art semiconductors.

 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

 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.

 With AI, Korea faces balancing act between driving growth and disgruntling public  - With AI, Korea faces balancing act between driving growth and disgruntling public Record chip exports are enriching a handful of firms while AI cuts entry-level roles and Yongin's expansion strains power supplies. 11/10/2026 - 04:11 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

 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 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...

 Who is Alice Huang and why is her relationship with Nvidia’s CEO under scrutiny?  - US intelligence officials believe China may have recruited the businesswoman to gather information on the chip giant – an allegation Beijing firmly denies

 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。...

 [News] NVIDIA Order Cuts Reportedly Loom Amid Huang Controversy; AMD, ASIC Rivals May Gain TSMC Capacity  - NVIDIA is facing growing scrutiny over CEO Jensen Huang's admitted extramarital affair and related national security concerns, raising questions about the potential impact on its business and supply chain. According to Commercial Times, supply chain sources suggest that NVIDIA may slow chip orders, ......

 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.

 Turning Design Ideas into System Designs Faster with AI-Enabled NXP Block Diagram Designer  - Discover relevant architectures, customize block diagrams, evaluate NXP components, generate BOMs and move from system planning to implementation with industry-standard design tools.

 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 …

 European AI companies have raised $27.6bn this year  - Europe AI companies raised $27.6B in the first nine months of 2026, up 3.2x from $8.6B in 9M 2025, says Tracxn Technologies. The ten largest rounds raised $19.0B of that, […] The post European AI companies have raised $27.6bn this year 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.

 When the economic illusion fades (KOR)  - When the economic illusion fades (KOR) Fuel price controls and a semiconductor-led export boom may be hiding weakening household finances and deeper structural vulnerabilities. 11/8/2026 - 07:27 PM Opinion Desk

 CEA-Leti and SMS-E Join Forces to Optimize the Performance of Components  - As part of their partnership, CEA-Leti and SMS-E are collaborating to expand the applications of nanosecond laser annealing—a process that facilitates the integration of multiple layers of transistors and leading to increasingly high-performance power components.

 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 .

 [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......

 Ed Takes Advantage From Project Fear  - The government is terrified that the behaviour of the revolting frogs will cross the channel and infect our own people who, enraged by the same problems of rising living costs […] The post Ed Takes Advantage From Project Fear appeared first on Electronics Weekly .

 Samsung cash pile tops 200 trillion won as chip boom fuels record spending  - Samsung cash pile tops 200 trillion won as chip boom fuels record spending The semiconductor surge gives Samsung more room for shareholder returns, AI-driven investment and expanded chip production. 11/8/2026 - 12:15 AM News Team

 CEO Interview With Trey Closson of Amplio  - Trey Closson is the Co-Founder and CEO of Amplio, an AI-powered industrial asset recovery company helping manufacturers recover value from surplus equipment and inventory. With over a decade of experience in global logistics, supply chain strategy, and operations, Trey previously led international logistics...