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 🌑 🇨🇦 Americas 
🇺🇸  ---  🌔 +

17h Intel

↺6¼d Western Digital11% beat 🟢

↺7h Everspin Techno…

6½d Globalfoundries

5¾d Skyworks Soluti…

6¾d Wolfspeed,

4¾d ON Semiconducto…

6¾d Coherent

↺55h Amkor Technolog…-3.8% miss 🔴

 Semi. Fabs and Clean Rooms
3h ago: SK Hynix adopting staggered cleanroom and equipment installation strategy tied to actual demand rather than aggressive expansion. Samsung Taylor Texas first fab on track with second fab construction starting next month. Tata Dholera fab targeting 2028 commissioning. Cleanroom shortages easing H2 2027. TSMC 2nm at 65% yield. WIN Semiconductors utilization at 75% with strong margins.

 South Korea’s chipmakers are raking it in. Can China close the gap?  - SK Hynix and Samsung are riding the AI chip frenzy to record profits, but Chinese competitors are coming for their market share

 Google cloud beats but rest sucks  - 谷歌雲的營收增長及資本開支回報率都在加速,但營收佔比太低無法大幅改善低於預期的舊業務發展,也無法沖銷非核心業務的大幅虧損

 Google parent's revenue jumps 25% as homegrown AI chips take on Nvidia  - TPUs become 'meaningful' contributor with nearly 100 customers

 Nearly 20 Years Later, Physicists Finally Detect a Long-Predicted Effect in Graphene  - A nearly 20-year-old scientific prediction has gained experimental support, revealing how graphene’s atomic structure could unlock new possibilities for advanced sensors and electronic devices. A wrinkle in graphene just a few atoms wide can dramatically alter how electricity behaves in the material....

 Fix outdated rules on nuclear plant extensions  - Fix outdated rules on nuclear plant extensions Korea should speed reactor extension reviews without compromising safety as power demand rises for AI and chip industries. 10/28/2026 - 11:01 AM Opinion Desk

 SK Hynix says customers want more than twice the HBM it can supply  - SK Hynix said customers are seeking more than twice the high-bandwidth memory (HBM) volume it can currently supply, as moves toward shorter memory stacks reflect supply shortages rather than weakening demand.

 DigiKey adds to its Standard Product range  - DigiKey has expanded its DigiKey Standard Product range, which addresses the “everyday needs of engineers, technicians and makers”. Its own-label product line now includes a soldering station, an ESD silicone […] The post DigiKey adds to its Standard Product range appeared first on Electronics Weekly...

 Simplifying Industrial Ethernet Industry Response to Growing Complexity  - Industrial Ethernet networks are becoming more complex as automation systems demand higher bandwidth, real-time performance and seamless interoperability. Learn how integrated networking approaches can help design engineers simplify development and accelerate deployment.

 Ceva’s Next-Generation NeuPro Brings a Unified AI Platform from Sensors to Infrastructure  - Ceva is expanding the reach of its neural processing technology with a next-generation NeuPro portfolio designed to serve everything from always-on sensors to AI infrastructure. The announcement introduces four NPU families sharing a common architecture and unified software stack, giving semiconductor...

 Intel Wants a Quantum Business, Classiq Could Help Build One  - After years of hardware research, Intel plans to acquire a software platform that connects quantum developers with enterprise users. The post Intel Wants a Quantum Business, Classiq Could Help Build One appeared first on EE Times .

 CHPT posts record 3Q26 results as nine-month profit jumps over 90%  - Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached NT$551 million (US$16.97 million), up 11.5% quarter on quarter and double the figure from a year earlier. The company has...

 HTC launches Vivee AI companion pet in US

 Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

 Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

 Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

 IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests

 Celestica says awarded programs already put 2028 demand above its 2027 outlook

 Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale

 Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

 Google TPUs land Oracle, with OpenAI reportedly next

 SK Hynix bets on high-bandwidth flash to tackle AI memory bottlenecks

 Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

 SK Hynix CEO weighs funding options for Solidigm after shelving IPO

 SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade

 SK Hynix's next bet goes beyond memory chips

 AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

 PC makers reportedly shift production back to China as AI boom drives up component costs

 India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

 AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7

 Microsoft medical AI tops 80% accuracy in complex cases

 AI startups face scrutiny over revenue metrics used to promote rapid growth

 Kentec targets CSP opportunities with AIDC infrastructure integration

 Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply

 SK Hynix bets on EUV to extend 6F² DRAM as CXMT pushes 4F²

 光通+航太衛星太給力 穩懋樂看Q4季增  - 砷化鎵晶圓代工大廠穩懋(3105)28 舉行法說會,受惠航太衛星及光通兩項應用所帶來之正向挹注,穩懋第三季營收創下2022 以來單季新猷,且單季毛利率更睽違逾四 首度回升至4成之上。管理總處總經理陳舜平指出,展望第四季,即便智慧型手機拉貨逐步進入淡季,惟預期隨航太暨衛星通訊在終端的新規格導入、光通專案產能持續到位下,營收可望延續季增態勢。...

 SK Hynix says memory shortages to persist until 2030  - Good for its bottom line, not great news for yours, or for the PC and smartphone markets

 PCB demand for physical AI soars as on-demand maker CircuitHub expands  - CircuitHub says it builds and ships PCBs 2x faster than Chinese counterparts

 TGV 玻璃基板大勢所趨!如何透過四大 FA 利器攻克 TGV 鍍銅與結構失效?  - AI 與高效能運算(HPC)推動更多小晶片(Chiplet)被整合到同一個封裝中,基板也從過往的被動承載角色,轉變為影響互連密度、訊號傳輸與封裝尺寸穩定性的關鍵結構。自 Intel 於 2023 公布玻璃基板開發進度以來,至 2026 仍持續推進精密玻璃加工業與供應鏈的深度合作,顯示玻璃基板正由材料潛力加速走向製程優化與規模化驗證。...

 Transitioning Legacy Aircraft Power Architectures to High-Density Switching Supplies  - High-density switching supplies help modernize legacy aircraft power systems while addressing obsolescence, efficiency, integration, and compliance challenges. The post Transitioning Legacy Aircraft Power Architectures to High-Density Switching Supplies appeared first on EE Times .

 SK Hynix 3Q Revenue, Operating Beat as Margins Hit Record  - Net income dropped by almost 60% on one-off items.

 Analog Superposition Increases Effective PCM Storage Density (IBM Research Europe)  - Researchers at IBM Research Europe published “Superposed analog memory for vector storage in neural networks.” Summary: Researchers demonstrated an analog phase-change memory architecture that stores multiple AI vectors in superposition, increasing effective storage density with a tunable accuracy...

 India's chip design startups struggle with final commercial hurdle  - Low order volumes and supply chain issues affect price competitiveness

 Musk Claims $40 Billion Chips Debt Closed, Yet Talks Ongoing  - Elon Musk said SpaceX has closed a $40 billion debt deal to pay for the chips needed to fuel its artificial intelligence ambitions. People familiar with the discussions, though, told Bloomberg News that talks over pricing were still ongoing.

 S. Korea Growth Tops Forecast as Chip Boom Masks Weak Demand  - South Korea’s economy grew faster than expected in the third quarter as an artificial intelligence-fueled chip boom powered exports and investment, but a contraction in consumption underscored an increasingly uneven expansion that may complicate the trajectory for further interest-rate hikes.

 QFX Awarded $9M Contract  - QFX, an Oxford University spinout developing hardware infrastrucuture for distributed quantum computing and quantum networking, has been awarded a £6.8 million ($9M) contract by Innovate UK to deliver phase II of its SrROCK development program....

 Why Synopsys’ Role in AMD’s Instinct MI455X Matters for AI Infrastructure  - Synopsys’ collaboration with AMD on the Instinct MI455X GPU highlights a shift in how advanced AI processors are developed. Increasing performance depends on coordinating compute dies, memory interfaces, packaging, power delivery, and software. According to Synopsys’ announcement, AMD used its design,...

 Raspberry Pi emulates Apollo Command Module and Lunar Module  - Thanks to the Raspberry Pi team highlighting this amazing project, which recreates an Apollo Command Module and Lunar Module using a Raspberry Pi. With 100kB of memory and a clock […] The post Raspberry Pi emulates Apollo Command Module and Lunar Module appeared first on Electronics Weekly .

 Korea's economy posts surprise 1% growth in Q3 propelled by semiconductor exports  - Korea's economy posts surprise 1% growth in Q3 propelled by semiconductor exports The country's economy expanded 1 percent in the third quarter, putting annual growth above the central bank’s forecast despite weak consumer spending. 10/27/2026 - 05:36 AM News Team

 Infineon establishing first high-volume fab for GaN power semiconductors on 300mm wafers in Europe  - Austrian state funding of €319m under European Chips Act part of €1.1bn investment in Villach

 [News] NVIDIA’s Memory Shake-Up: Rubin Ultra Rethinks 12-Hi HBM4E for 8-Hi HBM4, Rubin GPU Bandwidth Cut 13%  - As a major HBM customer, NVIDIA is stirring fresh debate with two reported shifts in its memory strategy. According to ZDNet, Samsung and SK hynix are preparing to ship 8-Hi HBM4 for Rubin Ultra in 2Q27, marking a departure from the original 12-Hi HBM4E plan. Separately, Wccftech reports that NVIDIA......

 No escaping the power of interest rates (KOR)  - No escaping the power of interest rates (KOR) The Bank of Korea's caution on fiscal discipline highlights the risks of turning temporary semiconductor-driven revenue into permanent spending. 10/26/2026 - 08:33 PM Opinion Desk

 European tech companies have raised $62bn so far this year  - Tracxn Technologies has released the Europe Tech – 9M 2026 Report, covering funding, investors, exits, unicorns and city-level activity across Europe’s tech industry from Jan 1, 2026 to Sep 30, […] The post European tech companies have raised $62bn so far this year appeared first on Electronics...

 Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery  - In this episode of The Circuit, Ben Bajarin and Jay Goldberg dissect a massive week in semiconductor earnings and infrastructure developments. The conversation opens with Micron's surprisingly transparent technology webinar, where the company outlined its high bandwidth memory (HBM) roadmap, dismissed...

 馬斯克喊 SpaceX 籌得 400 億美元買輝達晶片!嗆新雲端將被淘汰  - 全球 AI 晶片搶購潮白熱化,特斯拉執行長馬斯克(Elon Musk)週 正式宣布,旗下 SpaceX 已完成 400 億美元(約 1.2 兆台幣)的債務融資,主要用來採購輝達(NVIDIA)圖形處理器(GPU),但並未說明所謂「完成」的具體情況,投資人是否已同意融資定價仍不清楚。...

 FSS 2027 FAQ  - Answers to common questions about the 2027 Florida Semiconductor Summit: registration, cancellation policy, venue, parking, hotels and more.

 ☀️ 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  🌑 −

↺51h SK Hynix

↺27h Samsung Electro…

↺26h United Microele…

↺2h ASE Industrial

 Culper Research vs Cerebras: A Neutral Engineering-Driven View  - Interesting info. Some right, some wrong.

 AXT raises private equity financing of up to $545m in Tongmei  - Funding to expand manufacturing capacity for InP substrates and raw materials

 Mars Ingenuity engineer pivots to teach robots to ‘feel pain’ and make safe decisions  - Meet the CEO of startup AstraQua, a physical AI startup now working on a $1.2M NASA contract

 From Metrology to Autonomy: Why Intel Foundry’s Manufacturing Roadmap Matters  - Semiconductor manufacturing has always depended on precise measurement. As devices become more complex and packaging integrates more components, however, measuring individual process steps is no longer enough. Manufacturers need to understand how decisions across fabrication, assembly, and test affect...

 AI Investment Shift to Proving Value, Says Omdia  - Geopolitical conflicts and semiconductor shortages continue to impact supply chains, meaning only resilient companies can turn disruptions into opportunities.

 New York Stocks Open Higher Ahead of Fed Decision

 Wall Street rises before FOMC as chip stocks rally on SK hynix earnings

 Chinese Semiconductor Firm CXMT Surges to Top Weight in Shanghai Composite Index

 CXMT tops Shanghai index weight three months after IPO

 Gumi City Launches Battery Demonstration Center to Expand Advanced Industries

 Samsung's Lee Jae-yong Honors Late Chairman with AI-Themed Concert

 Samsung Electro-Mechanics Posts AI-Driven Record Quarterly Profit

 Omdia says corporations shift to prove AI returns as 2027 tech themes emerge

 Won-dollar rate jumps as Korea faces stronger dollar and Fed uncertainty

 OCI Posts 26% Revenue Jump, 30.3 Billion Won Operating Profit

 ChangXin Memory Proceeds With HBM3E Despite 20-30% Yields

 CXMT pushes HBM3E output despite 20–30% yields amid China chip squeeze

 OCI Korea boosts Q3 profit as semiconductor materials and carbon chemicals grow

 AI optimism lifts South Korea stocks as memory shortage outlook extends

 KOSPI Reclaims 6,000 on Semiconductor Stock Surge

 AI Data Centers Revive Magnetic Tapes, HDDs

 Won-to-Dollar Exchange Rate Rises 14 Won

 KOSPI Soars 7% as AI Peak Theory Retreats, Semiconductor Demand Persists

 SK Hynix CEO: Long-Term Contracts Stabilize Growth

 SK hynix secures growth with LTAs as Korea’s memory market structure shifts

 Electronics Outlook Negative: AI, Semiconductor Concerns

 SK Hynix Advances HBM4E Evaluations and Custom HBM

 Samsung Electro-Mechanics Hits Record Profit on AI, Semiconductor Sales

 Samsung Electro-Mechanics soars on AI parts, posts record Q3 profit in South Korea

 Hanmi Semiconductor Unveils Third Lobster-Themed Artwork

 Hanmi Semiconductor teams with Philip Colbert to debut third Korea showcase

 Semiconductor Exports Fuel Record Foreign Currency Deposits

 Semiconductor boom lifts Korea’s dollar deposits to record high

 Smaller EV batteries, longer range? Scientists may have found a way  - Professor Jinwoo Lee said, "This study shows how ultrafine fabrication techniques used in semiconductor manufacturing can create both uniform ...

 Sparrow Quantum Appoints CEO: People in the News: 10/28/2026  - iPronics, a developer of silicon photonics-based optical circuit switching for AI infrastructure, appointed co-founder and CTO Daniel Pérez-López as CEO. Pérez-López launched iPronics after work on quantum photonics at...

 AI chip giant SK hynix posts sevenfold surge in quarterly operating profit  - South Korean chip giant SK hynix on Wednesday reported a 632% surge in third-quarter operating profit, fueled by booming demand for AI semiconductors, and unveiled plans to return an additional $45 billion to shareholders.

 AST SpaceMobile Secures Spectrum in Brazil  - Brazil’s vast geography has long made mobile coverage a challenge, particularly along highways and in agricultural regions. AST SpaceMobile…

 ASM to meet 2030 revenue target three years early  - ASM expects revenue to exceed 5.7 billion euros in 2027, up from its July forecast of more than 4.6 billion euros.

 Infineon to put €1.1bn into GaN fab  - Infineon intends to build the first high-volume 300mm GaN fab by investing around €1.1 billion in its llVillach site by 2034. The EU is contributing €319 million towards the cost. […] The post Infineon to put €1.1bn into GaN fab appeared first on Electronics Weekly .

 Will China travel hurt US students’ careers? FBI battles fears as talent pipeline stalls  - US students and educators say concerns about future security clearances are discouraging some young Americans from studying in China

 A viable alternative to braided shielded cable  - Braided shielded cable is the standard, but a new alternative may provide superior RF performance along with other beneficial attributes. The post A viable alternative to braided shielded cable appeared first on EDN .

 ZnO/Ni interface-activated enhancement of spintronic terahertz emission from Ni/Pt bilayers  - …ZnO/Ni interface effect, possibly involving oxygen-related defects, interfacial electric fields, and modification of the Ni interfacial state. This work provides a semiconductor /ferromagnet interface-engineering strategy for activating weak Ni/Pt spintronic THz emitters.

 Right-Sizing Memory  - My take on Micron's webinar, from despeccing to who captures value in custom HBM

 Musk Says $40 Billion Debt Deal for AI Chips Has Closed  - Elon Musk said SpaceX has closed a $40 billion debt deal to pay for the chips needed to fuel its artificial intelligence ambitions. People familiar with the discussions, though, told Bloomberg News that talks over pricing were still ongoing. Bloomberg's Ruhell Amin explains.

 Banks Eye $21 Billion of Bonds for Broadcom Chip-Financing Deal  - Banks are planning to sell as much as about $21 billion of high-grade bonds as soon as early next year as part of a $63 billion funding package that Broadcom Inc. has pulled together to help finance chips for AI developer Anthropic PBC.

 Advancing the Next Generation of Secure, Accurate Wireless Applications with the MCX W70 and KW43  - KW43 and MCX W70 deliver cost-, power- and space-optimized Bluetooth Channel Sounding for automotive and IoT.

 The imec Report: Scaling Optical Interconnects For The AI Era  - Unprecedented demand for bandwidth calls for bringing optics closer to silicon through a fundamental rethinking of the optical interconnect roadmap. The post The imec Report: Scaling Optical Interconnects For The AI Era appeared first on Semiconductor Engineering .

 Panasonic Industry Europe to exhibit at Space Tech Expo in Bremen  - Solutions Engineered for the Next Generation of Space Systems

 From 54% to 100%: Scientists Reveal a Potential Breakthrough in Quantum Technology  - Scientists have proposed a surprisingly simple way to improve photon absorption using specially engineered waveguides, potentially making future quantum technologies far more efficient. Quantum technologies depend on a process that remains surprisingly unreliable: transferring a single photon between...

 Bad news for Besi: ASML is getting into hybrid bonding  - Semianalysis identifies ASML as the biggest threat to Besi’s largest growth market, hybrid bonding. Most strikingly, the Duiven-based company felt compelled to respond to the analysis with a statement about its alleged competitor.

 How to Evaluate Semiconductor IP Before Integrating It into Your SoC  - Choosing semiconductor intellectual property (IP) is a decision about the entire chip development process. A core may provide the required function yet still create substantial work when its interfaces, timing assumptions, verification models, or physical characteristics do not fit the system. For an...

 Two SK hynix leveraged ETFs to shut down after just 3 months  - Two SK hynix leveraged ETFs to shut down after just 3 months Tradr ETFs will close its long and short SK hynix funds after both posted losses within months of launching. 10/27/2026 - 12:06 AM News Team

 삼성·SK, 내년 2분기 HBM4 8단 양산 출하...엔비디아향 공급  - 삼성전자와 SK하이닉스가 내년 2분기부터 6세대 고대역폭메모리(HBM4) 8단 제품을 본격 양산 출하할 계획인 것으로 파악됐다. 엔비디아가 발열 관리와 공급망 안정성을 위해 차...

 Nexperia builds momentum with continued growth in ...  - Strong cash generation supports continued investment in innovation and resilient supply.

 Applied Materials Increases Stake in Besi  - Applied Materials has increased its stake in BE Semiconductor Industries (Besi) from 9% to approximately 20%

 Infineon supplying world’s first 900V GaN monolithic BDS devices to Enphase  - CoolGaN 900V monolithic BDS to be used in IQ Solid-State Transformer for AI data centers

 Silicon Carbide and Gallium Nitride Play Growing Role in Electronics Design, Manufacturing and Supply-Chain Strategy  - New research from the Global Electronics Association and Accuris launches a series examining technology trends shaping the electronics industry. The post Silicon Carbide and Gallium Nitride Play Growing Role in Electronics Design, Manufacturing and Supply-Chain Strategy appeared first on Semiconductor...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

13h STMicroelectron…

↺30h NXP Semiconduct…

100h Tower Semicondu…

13h X Fab Silicon F…

 鴻勁前三季EPS達93.47元  - AI晶片測試設備需求持續強勁,帶動鴻勁營運大幅成長。鴻勁28 公布前三季財報,每股稅後純益達93.47元,獲利表現亮眼。展望後市,隨AI GPU、ASIC晶片朝大尺寸封裝、高功耗及複雜測試架構發展,帶動高階主動溫控(ATC)、系統級測試(SLT)及共同封裝光學(CPO)設備需求升溫,鴻勁規劃2027...

 [News] Marvell Eyes Lumentum Acquisition in What Could Be One of the 10 Largest Tech and Telecom Deals Ever  - Marvell is reportedly considering acquiring Lumentum to expand its product portfolio. Talks between the two Northern California-based companies highlight a wave of mergers and acquisitions fueled by the AI boom, as investors bet on the technology’s enormous growth potential. Lumentum currently has......

 ChipAgents Expands Full-Stack Agentic AI Across Digital and Analog Chip Design  - ChipAgents, the category leader in agentic AI platforms for semiconductor design, announced the expansion of its AI-native engineering platform across digital and analog chip design, bringing more of the semiconductor development flow onto a shared agentic foundation. The post ChipAgents Expands Full-Stack...

 The Chip Insider®– SEMICON West wrap  - Inside G. Dan Hutcheson’s latest analysis: More than 35,000 attendees examined shared industry challenges from geopolitics, power, and water to workforce, while big questions surfaced around CXMT’s DRAM, Terafab’s EUV access, and the next downturn.

 Korea clears Kori-3 and Kori-4 nuclear reactors to restart, boosting AI power supply  - Korea clears Kori-3 and Kori-4 nuclear reactors to restart, boosting AI power supply The government approved 10-year operating extensions for Kori-3 and Kori-4 nuclear reactors, adding 1.9 gigawatts of power to support growing AI data centers and semiconductor production. 10/28/2026 - 03:10 AM News Team...

 Semiconductors could sidestep a key solar-energy trade-off through a newly identified mechanism  - A study led by the University of Oxford has identified a novel semiconductor that overcomes a key limitation of light-harvesting materials. The results, published today (Oct. 28) in Nature, could enable more efficient solar ...

 The humanoids are coming! Or are they?  - Humanoid robots won’t live up to their universal promise, argues Anton Duisterwinkel.

 Intel gets tax breaks while local authorities lose revenue, claims policy org  - Report accuses corp of getting subsidies for its fabs from Oregon and New Mexico that deprive those states of vital funds

 Bringing Real-Time Environmental Intelligence to the Edge Without a Dedicated AI Processor  - How the EnviroSense AI reference design uses the PIC32CZ CA90 Arm® Cortex®-M7-based MCU for on-device environmental classification.

 Advanced Packaging Process Control Through Full-Field Wafer Shape Using WFPI  - Backside power delivery networks and HBM stacks depend on wafer bonding with tight pitches and overlay budgets, and even small bonding-induced distortions can turn into yield loss in downstream CMP, lithography and stacking. Traditional metrology often can’t deliver fast, full-wafer, non-destructive...

 First-Principles Investigation of Irida-Graphane: A Wide-Band-Gap Semiconductor Derived from Irida-Graphene  - …approximately 156 N/m, a Poisson's ratio of approximately 0.1, and critical strains of approximately 20%. Hydrogenation transforms the metallic parent structure into a semiconductor with an indirect band gap of 4.68 eV (PBE) and 6.0 eV (HSE06). Irida-graphane is transparent in the visible range, with...

 What we found from Anthropic’s IPO prospectus?  - 在解析 Anthropic IPO 招股說明書及財務報表後,我們看到了公司10倍速的增長,分散及龐大的企業客戶結構,近50GW算力合約及兩項驚人的非現金費用

 Top Ten Q2 EV Vendors  - Thanks to TrendForce for this one – the top ten EV vendors in Q2: The post Top Ten Q2 EV Vendors appeared first on Electronics Weekly .

 Kospi opens sharply higher on revived AI optimism, SK hynix earnings  - Kospi opens sharply higher on revived AI optimism, SK hynix earnings Stocks surged at the open as booming AI chip demand and strong U.S. tech gains lifted sentiment ahead of the Federal Reserve's rate decision. 10/27/2026 - 08:26 PM

 Multiwavelength Photoluminescence as a Non-destructive Probe of Depth-Dependent UV Damage in Perovskite Semiconductors  - Buried interfaces play a critical role in the operational stability of perovskite optoelectronic devices, yet remain challenging to probe non-destructively. Here, we demonstrate a multiwavelength photoluminescence-based approach exploiting the wavelength-dependent absorption of perovskites, enabling fast,...

 Infineon Preps 300mm GaN Fab  - This addresses the growing demand for GaN-based power semiconductors in the market

 Photoinduced charging and spatially selective photochemistry on ferroelectric surfaces  - …interfacial reactions on uniformly polarized ferroelectrics and domain patterns, for dry surfaces and surfaces in contact with an electrochemically active solution. A common semiconductor transport and charge-conservation framework distinguishes five cases: an isolated dry ferroelectric, a dry ferroelectric...

 Applied Materials Boosts BE Semiconductor Stake to About 20%  - Applied Materials Inc. boosted its stake in fellow chip-equipment maker BE Semiconductor Industries NV and said it plans to work more closely with the European company, which is becoming a more important part of the AI computing supply chain.

 Cambridge Heavy Industries Raises $6.2M Seed Round  - Cambridge Heavy Industries, an MIT spinout and developer of compact fusion machines, emerged from stealth with a $6.2 million seed round. The company intends to leverage the capital to construct its first compact fusion reactor at its facility in...

 Flash heating offers faster way to recover critical metal from e-waste  - Many electronic devices use flame-retardant plastic as casing in order to reduce the risk of electrical fires. This plastic is formulated using a metal called antimony along with organic bromide compounds. In fact, 39% of ...

 Photonfirst and Naval Group to test fiber-optic sensors on naval vessels  - Alkmaar-based Photonfirst and French naval defense firm Naval Group have started a partnership to test fiber-optic structural monitoring on surface vessels and submarines.

 Government must break megazone deadlock with labor  - Government must break megazone deadlock with labor The Lee Jae Myung administration must resolve workweek exemption talks to give semiconductor investors the certainty they need to move forward. 10/27/2026 - 11:01 AM Opinion Desk

 Power Tips #158: Using a programmable logic device as an LLC controller  - Inductor-inductor-capacitor (LLC) applications that don’t require a closed control loop can benefit from simple and low-cost implementations. The post Power Tips #158: Using a programmable logic device as an LLC controller appeared first on EDN .

 The AI boom has been good for the economy, but not for youth job prospects  - The AI boom has been good for the economy, but not for youth job prospects The prevalence of AI along with a rigid labor market has pushed more young people into the secondary job market, where they struggle to break out. 10/26/2026 - 07:21 AM News Team

 This week’s outside five sigma (#122)  - Cu-Diamond Composite Thermal Vias

 [News] Vuzix Enters Optical Interconnect, San’an Backs Micro LED Startup, Hint at AI Transmission Market  - Micro LED optical interconnect is gaining momentum in 2026. Two recent developments highlight growing interest in the emerging field: S. AR glasses maker Vuzix unveiled an optical interconnect evaluation platform based on its waveguide technology at the OCP Global Summit; Chinese Micro LED o...

 Inside Anthropic's S1. It Owns Almost Nothing  - What you need to know: Lease obligations pass $780 billion. Revenue per employee $6.6 million

 外資狂殺台股 3,000 億將補跌千點?法人歷史數據揭「大賣後必有大行情」  - 台股上週四終場收在 46041 點,再創短線新低,外資單 賣超高達 3,025.55 億元,刷新歷史紀錄,接著薔琵颱風來襲休市、光復節連假,台股休市 4 天不交易,又遇到美股科技股慘跌,市場觀望台股明 開盤是否將補跌千點,但法人認為,根據歷史數據回測,每逢大賣後必有大行情。...

 Tunable gate electrodes could help semiconductors operate at lower voltages  - Smartphones and computers process information by switching the current that flows inside semiconductors on and off. The gate electrode delivers the signal that controls this switching. Until now, gate electrodes have typically ...