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            🇺🇸 Philly Semi (SOX) +5.66% | 🇺🇸 DJ Semi +4.84% | 🇺🇸 Nasdaq Computer +2.36% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics +1.09% | 🇺🇸 Nasdaq Semi +4.74% | 🇺🇸 Dow (DJI) +0.49% | 🇺🇸 S&P 500 +1.31% | 🇺🇸 NASDAQ +1.60% | 🇪🇺 Euro Stoxx 50 +1.04% | 🇺🇸 Volatility (VIX) -10.1% | 🇺🇸 DJ Large-Cap +1.31% | 🇺🇸 DJ Mid-Cap +0.87% | 🇺🇸 DJ Small-Cap +0.87% | 🇨🇳 NASDAQ China -0.80% | 🇧🇷 Bovespa Brazil 50 +0.38% | 🇺🇸 NYSE 100 +0.78% //             🇺🇸 Philly Semi (SOX) +5.66% | 🇺🇸 DJ Semi +4.84% | 🇺🇸 Nasdaq Computer +2.36% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics +1.09% | 🇺🇸 Nasdaq Semi +4.74% | 🇺🇸 Dow (DJI) +0.49% | 🇺🇸 S&P 500 +1.31% | 🇺🇸 NASDAQ +1.60% | 🇪🇺 Euro Stoxx 50 +1.04% | 🇺🇸 Volatility (VIX) -10.1% | 🇺🇸 DJ Large-Cap +1.31% | 🇺🇸 DJ Mid-Cap +0.87% | 🇺🇸 DJ Small-Cap +0.87% | 🇨🇳 NASDAQ China -0.80% | 🇧🇷 Bovespa Brazil 50 +0.38% | 🇺🇸 NYSE 100 +0.78% //             🇺🇸 Philly Semi (SOX) +5.66% | 🇺🇸 DJ Semi +4.84% | 🇺🇸 Nasdaq Computer +2.36% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics +1.09% | 🇺🇸 Nasdaq Semi +4.74% | 🇺🇸 Dow (DJI) +0.49% | 🇺🇸 S&P 500 +1.31% | 🇺🇸 NASDAQ +1.60% | 🇪🇺 Euro Stoxx 50 +1.04% | 🇺🇸 Volatility (VIX) -10.1% | 🇺🇸 DJ Large-Cap +1.31% | 🇺🇸 DJ Mid-Cap +0.87% | 🇺🇸 DJ Small-Cap +0.87% | 🇨🇳 NASDAQ China -0.80% | 🇧🇷 Bovespa Brazil 50 +0.38% | 🇺🇸 NYSE 100 +0.78% //             🇺🇸 Philly Semi (SOX) +5.66% | 🇺🇸 DJ Semi +4.84% | 🇺🇸 Nasdaq Computer +2.36% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics +1.09% | 🇺🇸 Nasdaq Semi +4.74% | 🇺🇸 Dow (DJI) +0.49% | 🇺🇸 S&P 500 +1.31% | 🇺🇸 NASDAQ +1.60% | 🇪🇺 Euro Stoxx 50 +1.04% | 🇺🇸 Volatility (VIX) -10.1% | 🇺🇸 DJ Large-Cap +1.31% | 🇺🇸 DJ Mid-Cap +0.87% | 🇺🇸 DJ Small-Cap +0.87% | 🇨🇳 NASDAQ China -0.80% | 🇧🇷 Bovespa Brazil 50 +0.38% | 🇺🇸 NYSE 100 +0.78% //
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 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

↺26h Jenoptik11% beat 🟢

41h Ams

↺26h Infineon Techno…-3.9% miss 🔴

 NVHBM: Can Custom HBM Change Who Builds the Memory Stack?  - NVIDIA’s NVHBM could change more than how memory connects to an AI accelerator. It could also change how the semiconductor industry divides responsibility for designing, manufacturing, and qualifying high-bandwidth memory.

 AMD’s Venice-X maxes out family at 5.3 GHz, returning 3D V-Cache to data center after four years  - AMD's Venice-X CPUs launch in the second half of 2027, bringing 3D V-Cache back to the data center after four years on the sidelines.

 NXP CTO Lars Reger on Physical AI, Robots, Drones, and Trust  - Explore NXP CTO Lars Reger’s view of physical AI beyond humanoids, from NavQ95 robot kits to edge trust, security, and geopolitics. The post NXP CTO Lars Reger on Physical AI, Robots, Drones, and Trust appeared first on EE Times .

 UK semi company Fractile raises $720m at $7bn valuation  - Fractile, the four year-old UK semiconductor company, has raised $720 million at a $7 billion valuation. Investors were: Thrive Capital, Founders Fund, Conviction, Alphabet’s independent venture arm CapitalG, Lightspeed Venture […] The post UK semi company Fractile raises $720m at $7bn valuation appeared...

 Nexperia CEO keeps door open to reunification with Chinese operations  - Nexperia could still reunite with its Chinese operations, interim CEO Stefan Tilger told Reuters at Electronica in Munich.

 FireCuda Forge rethinks the choice between speed and capacity  - Innovation FireCuda Forge rethinks the choice between speed and capacity FireCuda Forge brings SSD responsiveness and HDD capacity together for growing game libraries and creative projects.

 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…

 Blog Review: Nov. 11  - Interconnects key in AI infrastructure; floating nets; mitigating Control Flow attacks; PNT trends. The post Blog Review: Nov. 11 appeared first on Semiconductor Engineering .

 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.

 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 .

 Kospi opens sharply higher on U.S. tech rally, falling oil prices  - Kospi opens sharply higher on U.S. tech rally, falling oil prices Stocks jumped 4.55% at the open after Wall Street rallied on hopes of Iran diplomacy and easing inflation fears. 11/9/2026 - 07:40 PM LEE TAE-HEE

 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...

 TRUMPF Reports Approach to Improve Welding Speed for Thick Steel Components  - TRUMPF, in collaboration with RWTH Aachen University, claimed a world record in laser-based deep welding. Using a high-power laser, the team succeeded in joining steel to a depth of 14 cm in a single welding operation. Until now, comparable laser processes had only achieved welding depths of 6 cm. The...

 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

 黃仁勳無特殊投票權難自保 輝達憂接班+人才流失  - 輝達(Nvidia)執行長黃仁勳(Jensen Huang)捲入疑似中國情報滲透風波,董事會已啟動獨立調查,市場開始關注其去留風險。外媒分析,黃仁勳雖是輝達共同創辦人,但持股僅 3.4%,公司也未採用賦予創辦人較高投票權的雙重股權架構,意味著董事會或股東有能力推動撤換。分析師警告,輝達缺乏明確接班人,黃仁勳一旦離職,可能引發管理層動盪及人才流失。...

 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...

 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...

 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.

 🌘 Americas 
🇺🇸  ---  🌑 −

↺6d Microchip Techn…3.7% beat 🟢

2¾h: Texas Instruments Incorporated (TXN) Is a Trending Stock: Facts to Know Before Betting on It

3¼h: Chip Stocks Rally After Slide. These Names Are Leading The Charge Higher.

3½h: S&P 500's Earnings Growth to Slow in 2027, 2028, UBS Says

4h: Intel Stocks Climb 5.23% as SoftBank Reveals $7.4 Billion Raised Against Intel Shares

4h: Lumentum Stocks Jump 14.85% as AI Optics Rebound Narrows Marvell Deal Gap

4¼h: Marvell Technology Stocks Surge 12.22% as AI Optics Rally Eases Lumentum Deal Doubts

4¼h: AI Sell-Off: Buy ANET, TSM & MU to Make Up for NVIDIA Losses

4¼h: Western Digital Stocks Climb 9.24% as AI Storage Names Rebound

5h: Micron Is Rebounding. Goldman Prefers These Memory Stocks.

5¾h: Update: US Equity Indexes Advance as CoreWeave's Quarterly Results Fire Up AI Trade

5¾h: Amkor's Communications Business Weakens: Can a Recovery Take Hold?

6¼h: Why Is Lumentum Stock Soaring Today?

6¼h: TSMC Stocks Climb 3.37% After Record NT$586.9 Billion October Revenue

7h: Lumentum Slips on Deal Reaction; Fossil Group Rallies on Outlook | Stock Movers

7h: Micron Technology (MU) Could Be 42% Undervalued Despite Board Retirement News

7¼h: Seagate Expands Storage Portfolio With FireCuda Forge Launch

7¼h: Wall Street is cooling on Jensen Huang's Nvidia — but history says don't give up on the stock just yet

7½h: NLST Q3 Earnings Call Maps Out Licensing and AI Memory Plans

8h: Why Sandisk and Lumentum Are Leading the AI Comeback

8½h: AI Trade bounces back, Kalshi possibly facing charges, OpenAI continues to see heavy losses

 Nvidia wants the robotics full-stack. What happens to humanoids?  - From onboard compute to simulation and robot learning, Nvidia technology runs through several leading humanoid programs. But Unitree and Tesla show the industry is far from locked into one supplier.

 Engineers challenge 90-year limitation in digital audio sensing  - What does a faint heartbeat have in common with a thunderous concert? Both present a challenge for digital technology: capturing the quietest details without losing the loudest sounds.

 How 8-Bit MCUs Are Pushing Sensorless BLDC Motor Control Into High-Speed Territory  - Extreme-speed trapezoidal BLDC control using AVR® demonstration application.

 US bit barn boom sees energy needs grow 10x as fast as grid capacity  - Operators face longer connection waits and a growing need to bring their own electricity

 Infidelity Scandal Uncovers NVIDIA's 'Envy' Roots  - NVIDIA CEO Jensen Huang, who has dominated the AI semiconductor market, has been caught up in an infidelity scandal, drawing renewed attention to the origin of the company’s name.

 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

 Trump Brings NVIDIA CEO to China Despite Intelligence Briefings

 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

 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 .

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

 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...

 涉黃仁勳婚外情對象公司,美商務部延後列貿易黑名單  - 《金融時報》報導,總部位於新加坡的 Megaspeed 涉嫌將先進晶片走私至中國,且與涉入輝達執行長黃仁勳婚外情疑雲的中國間諜有關,然而美國商務部正延後將這家公司列入貿易黑名單。 繼續閱讀..

 Spectrometer, light meter, and colour meter in one single portable product  - Edmund Optics offers Sekonic Industrial Spectrometer Light Meters for industrial and scientific light analysis. The portable instruments incorporate the functionality of a spectrometer, light meter, and color meter in one […] The post Spectrometer, light meter, and colour meter in one single portable...

 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

 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

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

 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

 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 ...

 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 ...

 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.

 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...

 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]

 ☀️ 🇦🇺 AsiaPac 
🇰🇷  ---  ☀️ +

 LIVE: Nvidia’s recovery, CoreWeave rally push Wall Street higher before Korean trading  - LIVE: Nvidia’s recovery, CoreWeave rally push Wall Street higher before Korean trading From Naver’s results to the MSCI index changes and an options-expiry close, we follow everything moving Korean stocks on a busy Thursday in Seoul 11/11/2026 - 05:40 PM JIN MIN-JI

 CTO Interview Kevin Robinson, VP of Operations, yieldHUB  - Kevin Robinson is VP of Operations at yieldHUB, where he leads global operations, program delivery, and customer execution. He oversees structured onboarding, customer delivery, and the scalability of yieldHUB’s operations worldwide.

 Newton Eyes Equipment Loan ABS Bond Sale Including AI Chip Debt  - Newton Commercial Finance, a joint venture between Apple Bank and Eagle Point Credit Management, is in early talks with investors about a potential $180 million bond offering partly backed by artificial intelligence chip loans.

 Amazon’s fall 2026 smart home and business thoughts: Enter the drones and robots?  - Incremental tweaks to existing products, as well as a few new derivatives, are par for the course. But autonomous security drones and robots? The post Amazon’s fall 2026 smart home and business thoughts: Enter the drones and robots? appeared first on EDN .

 Visteon, SHINRY and Infineon collaborate on single-stage onboard charger with GaN BDS technology  - Single-stage architecture combines power conversion functions and eliminates bulk capacitors

 AI Chips Are Hot as Capacity Weakens, CASCI Shows  - [CASCI] The fast pace of Upstream production is out of sync with the rest of the AI supply chain. Capacity tier Downgraded

 Finetech Appoints Co-CEO: People in the News: 11/11/26  - Finetech, a supplier of high-precision die bonding systems for advanced packaging and heterogeneous integration, appointed André Thiemann as co-CEO. He will serve alongside CEO Carlotta Baumann as the company expands its portfolio for volume production, particularly in photonics, quantum technology,...

 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...

 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

 Nexperia expands SiC portfolio with 750 V trench ...  - Combining low switching losses, temperature-stable RDS(on) and the introduction of TOLL ...

 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

 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

 Nanostructuring Semiconductor Surfaces Using Self-Assembled Metal Nanoparticles for Optoelectronic Applications  - Semiconductor nanostructures are key light-management elements because their geometry can strengthen light-matter interaction, suppress reflection, and enhance optical coupling. Yet their adoption across material platforms is constrained by lithography, multistep pattern transfer, persistent masks, and...

 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....

 凌航獲國家磐石獎 前十 營收 增逾兩倍  - 凌航科技(3135)獲第35屆國家磐石獎肯定, 前於台北君悅酒店接受頒獎。該公司以自主研發及客製化能力,布局AI伺服器、邊緣AI與高階工控市場。 凌航10 合併營收21.36億元, 增237.30%;累計前十 營收190.36億元, 增229.57%,創同期新高。前三季每股稅後純益(EPS)30.01元,改寫公司紀錄。...

 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.

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

 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.

 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

 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 .

 Tardy  - According to tech Taiwan, reported by Wcctech, MediaTek people who are using Intel’s EMIB-T packaging technology have had a complaint from Intel engineers about their demands for quick answers to […] The post Tardy appeared first on Electronics Weekly .

 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...

 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 .

 [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.

 Nvidia Intervened in US Probe of Megaspeed Chip Smuggling  - Nvidia Corp.’s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International, questioning whether the Trump administration played a role in detaining an executive from the Singapore-based firm who’s now at the heart of a scandal threatening Jensen...

 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.

 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

 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.