LithoWar home
LithoWar: Live dispatches from the chip war front
@lithos_graphein
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇨🇦 Americas 
🇺🇸  ---  🌔 +

4½d Intel

↺60h Western Digital11% beat 🟢

84h Everspin Techno…

↺84h Texas Instrumen…9.2% beat 🟢

36h Amkor Technolog…

↺60h Enablence Techn…

 Semi. Fabs and Clean Rooms
11m ago: Recent discussions highlight ongoing Intel fab construction in Arizona and Ohio with High-NA EUV plans for 2028, Samsung expanding Taylor Fab 1 to 20k wafers/month at 2nm, and cleanroom pressures from HBM stacks. Tool supply constraints and yield optimization remain key themes amid AI demand.

 Nuclear restarts: Holtec, Constellation, NextEra plan 2.25 GW  - Three previously closed US nuclear power plants are being prepared for recommissioning, potentially restoring a combined 2.25 GW of generating…

 Department of Commerce Announces Letters of Intent With 4 Companies for $389 Million of R&D Awards  - The CHIPS Research and Development Office’s incentives will advance and accelerate domestic R&D for semiconductors and materials critical to U.S. energy infrastructure and data centers. The post Department of Commerce Announces Letters of Intent With 4 Companies for $389 Million of R&D Awards...

 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/3vTiACF Blackstone 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...

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

 Arm Comments on Jury Decision in Qualcomm Trial  - Arm's Ami Badani cites the $2 nominal damages award as validation, while chip design experts point to open architectures such as RISC-V as the long-term alternative for AI workload flexibility. The post Arm Comments on Jury Decision in Qualcomm Trial appeared first on EE Times .

 Amazon’s Trainium Takes a Strike at the Training King  - Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler

 Space Tech Expo Europe to say farewell to Bremen  - Space Tech Expo Europe 2026, which runs 17-19 November, is heading to Bremen for the last time. This is ahead of a move to Frankfurt in 2027. Showcasing space technology, […] The post Space Tech Expo Europe to say farewell to Bremen appeared first on Electronics Weekly .

 SK hynix pulls back from Solidigm IPO following shareholder opposition, regulatory pressure  - SK hynix pulls back from Solidigm IPO following shareholder opposition, regulatory pressure The decision came after shareholders opposed the move, arguing that Solidigm's separate listing would deepen the "parent-company discount," in which the market value of a parent's stake in a subsidiary is not fully...

 Two Dollars and a Test Suite  - The $2 damages award grabbed headlines, but the Arm-Qualcomm verdict’s bigger implication concerns who controls the compliance tests that custom chips must pass before shipping. The post Two Dollars and a Test Suite appeared first on EE Times .

 Vertical GaN Startup, Fusion Firms Receive CHIPS Funding  - Helion, Commonwealth Fusion Systems, Vertical Semiconductor and Sibelco receive CHIPS funding

 OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case  - The physics behind Credo’s pivot, the unfinished case for microLEDs, and ams OSRAM’s path to AI revenue.

 BluGlass Quarter Report – September 2026  - The BluGlass Board and Management are pleased to provide the following update and Appendix 4C Quarterly Report for the three…

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

40h SK Hynix

64h Samsung Electro…

65h United Microele…

89h ASE Industrial

 “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. ...

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

 AWS 產能預訂至 2028 ,亞馬遜示警電力、記憶體短缺難解  - 隨著 AI 基礎設施需求持續攀升,亞馬遜雲端服務(AWS)運算產能已供不應求。根據外電報導,亞馬遜執行長 Andy Jassy 表示,AWS 2026 大型運算產能已全數被預訂,2027 大部分產能也已售罄,甚至 2028 也有相當比例產能獲得客戶承諾。...

 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?

 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?

 How many sensors in a humanoid hand? (XELA counts 368.)  - Humanoid hands will need hundreds of sensors for tactile, force and more. One company already counts 368 sensors per hand.

 Why Choose the MPLAB® XC32 Compiler Over the Arm® GNU Toolchain?  - Choosing a C/C++ toolchain for your next Arm® Cortex®-M design? Our free MPLAB® XC32 compiler gives you everything the Arm GNU Toolchain offers, plus smaller code, faster execution and real product support. Here's how the two stack up.

 MIT Scientists Reprogram Immune Cells Inside the Body To Destroy Cancer  - Natural killer cells reprogrammed inside mice eliminated lymphoma tumors and helped damaged livers heal, though whether this approach could help people with cancer or autoimmune disease remains unknown. To make a cancer treatment from a patient’s T cells, doctors first collect a blood sample and send...

 Strong Electronics Growth 2026  - Growth in electronics production has been accelerating in 2026. Three-month-average change versus a year ago for electronics production in the U.S. was 8.1% in August 2026, continuing an accelerating growth trend since October 2025. Japan and the 27 countries of the European Union (EU 27) showed much...

 The AI Race, by imec  - “The AI race is often framed as a race for bigger models, faster chips and larger datacentres, – that framing is outdated,” says Patrick Vandenameele (pictured), CEO of imec, “the […] The post The AI Race, by imec appeared first on Electronics Weekly .

 Strain-induced structural transformations in hexagonal monolayer boron nitride. A density functional study  - …electronic structure indicates that, in contrast to the conventional h-BN, which is an insulator with the wide band gap, the predicted orthorhombic phase is expected to be a semiconductor with the narrow band gap of ~ 0.65 eV.

 SK Hynix abandons plan for US unit's IPO, citing market volatility  - Decision comes days after South Korean regulators said listing would violate duplicate listing ban

 TI reports third quarter 2026 financial results and shareholder returns  - Conference call at 3:30 p.m. Central time today on ti.com/ir

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

4¼d STMicroelectron…

61h NXP Semiconduct…

4¼d X Fab Silicon F…

 AI運算加速銅線燒燙燙?用CPO來破局 「光速」解決晶片塞車  - 人工智慧(AI)快速發展,圖形處理器(GPU)不只要算得更快,彼此之間也必須交換大量資料,一旦資料來不及送達,再強的GPU也只能空轉。隨著資料傳輸需求暴增,矽光子、光互連成為焦點,特別是正進入量產的共同封裝光學(CPO),被視為突破傳輸瓶頸的解方,已是科技巨擘競逐的戰場。...

 Korea’s surplus tops Germany and Japan combined  - Korea’s surplus tops Germany and Japan combined Korea posted the world’s second-largest current account surplus in the second quarter, as soaring semiconductor exports pushed its surplus above the combined totals of Germany and Japan. 10/24/2026 - 11:00 PM

 台積電明 營收能否破 8 兆?不只看輝達,更要看蘇姿丰  - 未來,牽動 台積電 業績的指標,將不再只有輝達一枝獨秀。 繼續閱讀..

 RFIC & RF ASIC Design Services: From RF Specification to Silicon  - Developing a custom radio-frequency integrated circuit (RFIC) requires specialized engineering expertise, advanced semiconductor technologies, and careful consideration of high-frequency performance. Whether the application involves wireless communications, 5G and 6G research, satellite systems, radar,...

 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...

 Leaked video exposes how industrial-scale Chinese factories are dismantling RTX 5090s by the thousands to fuel AI servers  - Wondering why RTX 5090s are so hard to find? Leaked footage shows thousands of consumer GPUs, including Founders Editions, being torn apart for AI servers.

 How Synopsys Is Bringing Agentic AI to the Chip Design Lifecycle  - From autonomous engineering agents to frontier AI models and custom silicon, Synopsys is expanding its role across the semiconductor engineering lifecycle.

 Creating higher voltages, part 2: Voltage multipliers  - There are several ways to boost a relatively low voltage by a factor of two or three, or even hundreds—but there are also many risks. The post Creating higher voltages, part 2: Voltage multipliers appeared first on EDN .

 Ambient radiation used to power battery-free temperature sensor  - Researchers at the University of Arkansas and the University of Michigan have reported the creation of a graphene-based energy harvester that uses ambient radiation to run ultralow-power temperature sensors. This is the second ...

 Statement from Nexperia  - Nexperia B.V. today issues a statement to address a substantial number of questions it has ...

 Soft Switching Or Hard?  - 28 years ago, EW ruminated on the benefits of hard switching vs. soft switching. This is how it went: Soft switching technologies were, and are, hailed as the solution to […] The post Soft Switching Or Hard? appeared first on Electronics Weekly .

 SK hynix delays Solidigm IPO amid market uncertainty and regulatory pushback  - SK hynix delays Solidigm IPO amid market uncertainty and regulatory pushback SK hynix has decided to postpone the initial public offering (IPO) of its NAND flash subsidiary Solidigm due to market volatility and opposition from financial authorities. 10/22/2026 - 08:09 PM News Team

 SurFunction and Precitec Bring Metasurface Tech to Industrial Production: Week in Brief: 10/23/26  - LITILIT, a femtosecond laser manufacturer, opened a laser factory in Vilnius, Lithuania which, according to the company, will offer the highest potential femtosecond laser capacity in the world. The factory covers over 4000-sq-m and houses a computer numerical control metal machining shop, robotized assembly...

 Chip Industry Week In Review  - CHIPS Act $389M to power chips, vertical GaN, materials; Micron's memory roadmap; Nvidia expands supply chain capacity; Tenstorrent raises $1.5B; China NAND fabs; 800V power for AI data centers; Intel advances Arizona fab; China orders +$35B in Nvidia GPUs. The post Chip Industry Week In Review appeared...

 The Reaction of Financial Markets to the Releases of DeepSeek R1 and Kimi K3: A Critical Analysis  - …low reported training and inference costs, prompting investors to reassess expected demand for computing infrastructure and producing large stock-price decreases among semiconductor and data-centre-related firms. Kimi K3 instead entered at broadly frontier prices and generated a market reaction concentrated...

 MACOM to Report Fourth Quarter and Fiscal Year 2026 Financial Results on November 5, 2026  - LOWELL, MA, October 22, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its fourth quarter and fiscal year 2026, ended October 2, 2026, before the market open on Thursday, November 5, 2026. In conjunction with the release, MACOM will...