Semi. Fabs and Clean Rooms 6½h ago: Semiconductor fab construction, cleanroom expansions, and capacity investments remain robust, fueled by persistent AI-driven demand for advanced logic, HBM memory, and process-intensive nodes. Recent earnings commentary from equipment and materials suppliers (e.g., ASM, KLA, Entegris) highlights strong 2027 WFE forecasts above $200B, rising process complexity (FinFET DRAM peripherals, multi-node logic), and supply-chain constraints that delay new wafer output until 2028–2029. Cleanroom and infrastructure projects are accelerating in the US, India, South Korea, and Taiwan, while yield and capacity updates emphasize installed-base productivity upgrades and long-lead component bottlenecks rather than immediate oversupply. Overall, the cycle is extended but execution-constrained, with memory scarcity supporting pricing durability amid ongoing fab builds.
Latest issue of Semiconductor Today now available - For coverage of all the key business and technology developments in compound semiconductors and advanced silicon materials and devices over the last month, see latest issue
Hong Kong Chip IPOs Tap Intertwined Investors, Boss’s Networks - Hong Kong listing hopefuls are shedding light on the inner workings of their initial public offerings, revealing cross-investments and personal connections, just as regulators step up scrutiny of structures that risk distorting the market.
Mikroe Click board for south-pole sensing - UNI Hall 3 Click from MIKROE is a compact add-on Click board designed for contactless magnetic sensing applications. This board is based on the A31015KEWALT-47SN, a nanopower, ratiometric 1D linear […] The post Mikroe Click board for south-pole sensing appeared first on Electronics Weekly .
Should you Buy - Bloom energy - Twenty-five years, a decade of losses, and then AI happened. The company has morphed itself into a retail investor darling. Valuations show how much of…
CEO Interview with Vera Yang of Flexcompute - Vera Yang is President and Co-Founder of Flexcompute, a frontier AI lab building a Physics World Model that bridges data-driven AI and the laws of physics. She focuses on the problems where the stakes are highest and the physics hardest, including photonic chips for AI data centers, advanced semiconductor...
FIA and J-Fusion Partner on Commercial Fusion Deployment: Week in Brief: 10/30/26 - Intel Corporation acquired Classiq, a provider of quantum computing software. The acquisition of Classiq would combine Intel’s quantum software platform, scalable silicon spin-qubit technology and advanced semiconductor manufacturing expertise...
Korea must follow Norway’s lead on fiscal rules - Korea must follow Norway’s lead on fiscal rules A proposed debt-financed fund risks locking Korea into unsustainable spending unless lawmakers adopt binding rules for windfall tax revenue. 11/1/2026 - 10:01 AM Opinion Desk
拚晶片部署縮短至半 ，Google 高層：台灣是客製化晶片重鎮 - Google Cloud AI 基礎建設供應鏈與製造營運副總裁謝赫今天指出，台灣的供應鏈樞紐將持續是 Google 客製化晶片的核心重鎮；面對 AI 需求呈指數型成長，Google 希望從晶片可供使用到正式提供運算服務的時程能縮短至約6個 ，盼攜手供應鏈在共同設計、全球產能擴大等四大領域展開合作。...
[News] OpenAI’s Altman Visits South Korea, Taiwan Amid Chip Push, Fueling Samsung Foundry Speculation - OpenAI CEO Sam Altman is strengthening ties with Asian semiconductor suppliers as the company advances its in-house AI chip development. According to Seoul Economic Daily, Altman visited South Korea for the first time in about a year, meeting with Samsung Electronics executives to discuss AI coopera......
DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race - Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the AI chip supply chain grows more complex. Colley Hwang, chairman and CEO of DIGITIMES, said Taiwan's semiconductor success...
Ground penetrating radar: How RF waves map the unseen world - Ground penetrating radar (GPR) turns invisible transitions beneath our feet into readable signals. The post Ground penetrating radar: How RF waves map the unseen world appeared first on EDN .
OpenAI’s Altman Meets Samsung Executives as Chip Crunch Deepens - OpenAI Chief Executive Officer Sam Altman met with Samsung Group’s top executives in South Korea on Saturday to deepen cooperation on memory chips and AI infrastructure as global shortages intensify.
10월 D램 가격 5.7% 상승…낸드는 보합 전환 - 메모리 반도체 공급 부족이 이어지면서 10월 D램 고정거래가격이 또 다시 역대 최고치를 경신했다. 반면 장기간 상승세가 이어졌던 낸드플래시 가격은 고점 부담에 따른 수요 위축으...
Future Response Fund Sustainability at Risk Post-2029 - Debates are expected during the National Assembly’s deliberations over whether the government’s plan to allocate tax revenue boosted by the semiconductor boom toward future growth is sustainable.
科林研發、imec 擴大合作！布局 High-NA EUV 乾式光阻，加速量產進程 - 人工智慧（ AI ）運算需求持續攀升，半導體產業的技術競爭已從電晶體微縮，進一步延伸至先進封裝、 3D 整合及新世代微影技術。科林研發（ Lam Research ）宣布擴大與 imec 策略合作，新增先進 3D 整合技術及 Aether 乾式光阻兩大聯合研發項目，分別瞄準次世代封裝與記憶體製程，以及...
Grab the award-winning Bambu Lab P1S 3D printer with AMS for $70 off - The Bambu Lab P1S earned our Editor's Choice recognition in testing, and this discounted bundle gives you access to its high-speed printing capabilities alongside the convenience of the AMS color printing system.
Putting AI To The Test - Who verifies the verifier? This is the age-old question for anyone involved in the verification of semiconductor systems. Who verifies AI? The post Putting AI To The Test appeared first on Semiconductor Engineering .
AI, geopolitics make Taiwan Thailand's third-largest trade partner in 1H26 - Taiwan became Thailand's third-largest trade partner in the first half of 2026 as AI growth and geopolitical shifts accelerate Taiwanese investment in the country, Taiwan Representative to Thailand Peter Lan said. Around 200,000 Taiwanese businesspeople are now based in Thailand, with the pace accelerating...
Scientists Create a Tiny Electronic Device That Can Learn Like the Human Brain - A breakthrough in brain-inspired electronics could lead to devices that process information and learn without relying on conventional computing architectures. A single nanoscale electronic component can perform three different jobs, switching electrical current, storing information through resistance,...
South Korea Exports Extend Robust Growth on AI-Fueled Chip Boom - South Korea’s exports maintained strong growth in October, highlighting the strength of an artificial intelligence-driven boom that has powered the economy, even as a recent selloff in technology stocks raised questions about the durability of the global AI trade.
A Breakthrough in Magnetism Could Make Computer Chips Use Dramatically Less Energy - Researchers have overcome a longstanding obstacle that has prevented promising materials from being used in ultra-low-power computer chips. A promising class of materials could help dramatically reduce the electricity needed for computing, but a persistent problem has kept them out of computer chips....
Building an ADS-B Receiver For Less Than You Think - If you’ve ever wondered about the planes flying above your head, you could always listen in to ADS-B transmissions to learn more about them. [thefatmoop] has built a rig to …read more
New X-Ray Technology Captures 4.6 Times More Light Without Losing Sharpness - Scientists have developed a new approach to X-ray imaging that captures significantly more light without sacrificing image sharpness. A major obstacle to sharper X-ray images is that much of the light generated inside detectors never reaches the camera. Researchers have developed a nanostructured surface...
WD Chief Product Officer to Explore the Economics of Scaling AI at Web Summit 2026 - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"At Web Summit 2026 in Lisbon, WD (NASDAQ: WDC) will highlight why economically scalable data infrastructure is essential to supporting AI's next phase of growth....
