LithoWar home
LithoWar: Live dispatches from the chip war front
@lithos_graphein 📝 My Articles
Last Updated
            🇺🇸 Philly Semi (SOX) +5.28% | 🇺🇸 DJ Semi +1.51% | 🇺🇸 Dow Jones Industrial Average (DJI) +1.66% | 🇺🇸 S&P 500 Index (GSPC) +1.95% | 🇺🇸 NASDAQ Composite (IXIC) +2.40% | 🇺🇸 Nasdaq 100 (NDX) +2.76% | 🇳🇱 AEX Amsterdam Index (AEX) +0.87% | 🇩🇪 DAX Index (GDAXI) +1.62% | 🇪🇺 Euro Stoxx 50 +1.89% | 🇺🇸 CBOE Volatility Index (VIX) -18.4% //             🇺🇸 Philly Semi (SOX) +5.28% | 🇺🇸 DJ Semi +1.51% | 🇺🇸 Dow Jones Industrial Average (DJI) +1.66% | 🇺🇸 S&P 500 Index (GSPC) +1.95% | 🇺🇸 NASDAQ Composite (IXIC) +2.40% | 🇺🇸 Nasdaq 100 (NDX) +2.76% | 🇳🇱 AEX Amsterdam Index (AEX) +0.87% | 🇩🇪 DAX Index (GDAXI) +1.62% | 🇪🇺 Euro Stoxx 50 +1.89% | 🇺🇸 CBOE Volatility Index (VIX) -18.4% //             🇺🇸 Philly Semi (SOX) +5.28% | 🇺🇸 DJ Semi +1.51% | 🇺🇸 Dow Jones Industrial Average (DJI) +1.66% | 🇺🇸 S&P 500 Index (GSPC) +1.95% | 🇺🇸 NASDAQ Composite (IXIC) +2.40% | 🇺🇸 Nasdaq 100 (NDX) +2.76% | 🇳🇱 AEX Amsterdam Index (AEX) +0.87% | 🇩🇪 DAX Index (GDAXI) +1.62% | 🇪🇺 Euro Stoxx 50 +1.89% | 🇺🇸 CBOE Volatility Index (VIX) -18.4% //             🇺🇸 Philly Semi (SOX) +5.28% | 🇺🇸 DJ Semi +1.51% | 🇺🇸 Dow Jones Industrial Average (DJI) +1.66% | 🇺🇸 S&P 500 Index (GSPC) +1.95% | 🇺🇸 NASDAQ Composite (IXIC) +2.40% | 🇺🇸 Nasdaq 100 (NDX) +2.76% | 🇳🇱 AEX Amsterdam Index (AEX) +0.87% | 🇩🇪 DAX Index (GDAXI) +1.62% | 🇪🇺 Euro Stoxx 50 +1.89% | 🇺🇸 CBOE Volatility Index (VIX) -18.4% //
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺5½d PlayNitride-442% miss 🔴

↺6½d Nuvoton Technol…-297% miss 🔴

-1¾m: MICHAEL SPLINTER Of Taiwan Semiconductor Shows Optimism, Buys $299K In Stock

13m: Semiconductor industry sees growing demand for talent capable of integrating tech

29m: Reed Semiconductor Prevails in Patent Lawsuit Brought by Monolithic Power Systems

1¾h: Improving Semiconductor Manufacturing with Analytical Solutions

3¼h: Why is Taiwan Semiconductor Manufacturing stock surging today?

4¾h: South Korea’s economy gains from semiconductor and AI investment

5¾h: Shenzhen Qingyi Photomask's Unit To Invest In Semiconductor Photomask Production Base Project

6h: Securing AI systems in industry: why semiconductors matter more than ever

6¼h: Ardian Raises €1B for Semiconductor Platform to Scale Chip Companies

6¼h: SOXL: Hard Lesson On 3X Leverage During A Semiconductor Bust (NYSEARCA:SOXL)

7½h: Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs

7¾h: Screw Lens Ultrasound Transducer Detects Microscopic Defects in Semiconductor Chips

8½h: Lam Research Korea Obtained Samsung’s Chip Etching Recipes Without Authorization

8¾h: Understand Tech releases an AI platform that solves mass market enablement for semiconductor vendors

9h: Nvidia Pushes Physical AI Into Korea's Manufacturing Core

9h: GIGADEVICE-SEMICONDUCTOR

9h: Industry Minister Vows to Add Semiconductor Experts Amid Committee Controversy

9h: Metrology’s Expanding Role in Semiconductor Manufacturing

9h: Semiconductor Crash: 2 AI Chip Stocks That Could Help Make You a Fortune Following the Pullback

 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.

 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 .

 SoftBank and Sceye Plan Stratospheric Network Across Japan  - Japan’s next telecommunications network could extend far beyond conventional cell towers. SoftBank has signed a five-year agreement with US…

 CesiumAstro satellite antenna specialist raises $730m  - CesiumAstro, the satellite antenna specialist, has closed $730 million in Series D financing. Its payloads – the company highlights – combine active phased array antennas, RF front ends, analogue and […] The post CesiumAstro satellite antenna specialist raises $730m appeared first on Electronics...

 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...

 擺脫消費市場 記憶體模組廠搶攻AI高附加價值商機  - 【時報記者葉時安台北報導】記憶體市場供給持續吃緊,價格維持高檔,記憶體模組廠也加速調整產品組合,降低對傳統消費性市場的依賴,積極轉向AI、企業級儲存及工控等高附加價值應用。群聯(8299)、威剛(3260)、十銓(4967)、宜鼎(5289)均積極擴大AI相關布局,其中,群聯第三季AI生態圈模組營收占比已達57%,10...

 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!

 Surging AI demand turns CoWoS into a headache; securing packaging capacity becomes top priority, says MediaTek deputy GM  - Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making it an urgent priority for MediaTek to secure wafer, packaging, and substrate capacity, said company deputy GM of advanced...

 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

 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

 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...

 CEO Interview with Pratap Ranade of Arena Physica  - Pratap Ranade is CEO and Co-Founder of Arena Physica. Pratap first trained as a physicist at Stanford and Columbia before joining McKinsey as an Associate Partner advising tech and semiconductor companies. He then founded Kimono Labs, backed by Sam Altman, Peter Thiel and Y-Combinator, which was acquired...

 華邦電 2026 業績亮眼,員工獎金平均可望達到約 30 個  - 受惠於記憶體市場需求火熱與公司營運亮眼,記憶體大廠華邦電2026 獲利大豐收。董事長焦佑鈞出席公司家庭 活動時證實,依照既有員工分紅制度估算,2026 員工平均獎金可望達到約 30 個 (不含14個 度薪資)。焦佑鈞強調,高額分紅並非公司因一時景氣大好而臨時加碼,而是實施多...

 We Visited China’s Stargate in Inner Mongolia  - A wind-powered 800MW campus, 120MW built within a year, a 5MW SST-native 800V DC pilot and a cooling design without central chillers

 Jensen Huang is in the DC Doghouse. And How.  - [Opinion] The US intelligence and policy community seem fed up with Trump’s softened approach to China, and Jensen is seen as a major cheerleader for…

 ☀️ 🇩🇪 EMEA 🇮🇱
🇨🇭🇫🇷  ---  🌑 −

29h Jenoptik

97h Ams

29h Infineon Techno…

 Noak, imec Spinoff, Raises $5.5M to Industrialize Photovoltaic Technology  - Noak, a spin-off of imec and Hasselt University, has raised €5 million ($5.5M) to advance the industrialization of perovskite-silicon tandem photovoltaic (PV) technology. The funding will support further development at the EnergyVille research institute in Genk, Belgium, as well as preparations for...

 NVIDIA, SK Telecom, Rebellions Develop AI Token-Export Infrastructure  - NVIDIA provides semiconductor connectivity networks and rack design technology that bundles multiple servers.

 Google Cloud Unveils Secure, High-Bandwidth 8th-Gen TPUs

 Google Unveils Two New TPU Systems, Reaching Four in a Year

 Google unveils TPU 8tx and 8i Max to boost secure, high-throughput inference

 Yongin mayor to create 1 trillion won rail fund as chip complex advances

 Samsung, Hyundai Motor Group Partner in Future Mobility

 Samsung and Hyundai Motor Group deepen mobility tie-up, eye AI and EV synergies

 Foreign selling caps KOSPI rebound; index holds 5,000 as KOSDAQ slips

 Terafab Advances Semiconductor Project with Japanese Equipment Negotiations

 Musk accelerates Terafab chip plant, opens supply talks with Japan firms

 Hanwha Semitek names 37-year-old Kim Jin-woo CEO to expand HBM gear

 Hansol IOnes' Rights Offering Struggles Amid Peak-Out Fears

 KOSDAQ Slumps Below Martial Law Levels, Market Cap Halved

 Kosdaq sinks below martial law era level as losses deepen, only Alteogen tops 10 trillion won

 Chip expansion collides with funding woes as Hansol IONES shares slide

 KOSPI Tops 5,200, Falls Back as Foreign Selling Defends 5,000

 Hanwha Semitech Appoints 37-Year-Old Kim Jin-woo as CEO, Eyes HBM Expansion

 KOSPI Rises 1.67% on ETF, Corporate Buying

 Kospi rebounds as institutional and corporate buying offsets foreign selling

 Exclusive: Gwangju Relocation Facilities Lack Protection Standards

 Samsung Honors Hyundai Motor Group in Automotive Electronics Push

 NVIDIA Partners Hyundai, Doosan, LG on Physical AI Expansion

 Nvidia teams with Hyundai, Doosan, LG and SK hynix to advance physical AI

 Gangnam Apartments May Rebound in 2028 Amid Policy Loopholes

 Youth employment insurance enrollment falls for 52nd straight month as seniors rise

 KDI says GDP grows 3.4% as AI-led investment lifts exports, consumption slows

 Nvidia succession risk rises as Huang admits affair and board probes espionage

 Won-Dollar Exchange Rate Rises 4.1 Won to 1,360.7

 Fed hike bets lift won-dollar rate as Korea eyes mid-1,360 range

 KOSPI Weakly Flat Near 5,000 Despite U.S. Semiconductor Rebound

 KOSPI dips near 5,000 as US chip rebound fails to lift South Korea

 KOSPI Below 5,000 May Limit Declines, Analysts Advise Diversification

 Korea stocks hold ground as analysts favor sideways trade and sector rotation

 Semiconductor Stocks Plunge on Democratic 'Blue Wave' Fears

 Nvidia CEO Jensen Huang admits affair and apologizes to family

 TerraFab's Massive Orders Surprise Japanese Industry

 NVIDIA's Huang Admits Affair, Apologizes to Family

 The History of GlobalFoundries: From AMD to a Global Semiconductor Foundry  - The history of GlobalFoundries is a story about one of the semiconductor industry’s most important transformations: the separation of chip design from semiconductor manufacturing. Established in 2009 following the separation of AMD’s manufacturing operations, GlobalFoundries entered the market with...

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

 A Smart Alarm Clock That Doesn’t Sell Your Soul  - Devices from the likes of Google and Amazon can be used as high-tech alarm clocks that can show the weather and family photos in addition to telling you what time …read more

 Memory In Physical AI  - LPDDR6 becomes an essential ingredient as intelligence moves into autonomous and mobile edge systems. The post Memory In Physical AI appeared first on Semiconductor Engineering .

 [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......

 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.

 [News] NVIDIA Faces Leadership Test Ahead of Earnings: CEO Probe, Congressional Briefing and Key Risks to Watch  - With NVIDIA’s earnings call just a week away, the AI chip giant faces a rare leadership test as its board investigates CEO Jensen Huang’s affair with an alleged Chinese spy, adding to post-midterm uncertainty over U.S. AI infrastructure spending. According to Reuters, the controversy could furth......

 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...

 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

 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

 CEO Interview with Tallat M. Shafaat of Vectara  - Tallat M. Shafaat is CEO and co-founder of Vectara, an enterprise AI company that helps organizations build AI applications capable of retrieving information and generating reliable, grounded responses. Prior to founding Vectara, he worked at Google, contributing to its Search and Ads infrastructure,...

 Open-source GPU task manager reveals exactly what's eating your VRAM  - A new open-source GitHub project called gputaskman has been released by Microsoft VP Scott Hanselman.

 輝達要求台積電進軍先進記憶體市場?傳組建 3D DRAM 產線解 AI 缺貨荒  - 隨著 AI 晶片需求持續增加,記憶體已成為影響高效能運算設備供應的重要環節,迫使輝達(NVIDIA)、蘋果開始尋求其它記憶體供應來源,並要求 台積電 跨足先進記憶體製造,規劃建置新一代 3D DRAM 產線,以解全球 AI 記憶體缺貨荒。...

 輝達力推 PTFE 無玻纖布方案,材料商搶卡位、PCB 大廠審慎評估  - 輝達力推 PTFE 無玻纖布方案,材料商搶先布局,PCB 大廠卻審慎評估。新材料從送樣到量產,誰投入資源、誰承擔良率風險,又由誰取得利潤? 繼續閱讀..

 Opening doors to STEM education for students around the world  - From hands-on activities to educational resources and mentoring, TI volunteers are helping students ’ curiosit ies meet possibilit ies

 Entegris Acquires Superabrasive Materials Supplier  - The company acquired Advanced Abrasives, a supplier of superabrasives for various apps

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑 −

↺91h Microchip Techn…3.7% beat 🟢

↺5d Globalfoundries15% beat 🟢

↺5¾d Skyworks Soluti…13% beat 🟢

↺4¾d Wolfspeed,-1.8% miss 🔴

↺6¾d ON Semiconducto…2.3% beat 🟢

↺4¾d Coherent0.0%

 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 .

 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...

 The Race to Build a “Find My” for AI Chips  - Location verification could help deter chip smuggling and diversion

 Chang Wah Technology holds high utilization, boosts China investment  - Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite a weeklong holiday in China and some customers pulling shipments forward into September. Revenue for the first 10 months...

 Megaspeed chip smuggling probe puts Nvidia NCP certification under scrutiny

 AI chip testing demands lift Taiwan's wafer testing specialist HTSI as October revenue surges 62%

 Musk targets 3Q27 launch for Nvidia-powered space data centers, massive scale by 2029

 SK chief defends Samsung and SK's US$3.5 trillion investment plans

 KYEC warns AI demand is amplifying semiconductor supply-chain risks

 Nvidia's Taiwan partners rally despite Jensen probe

 China's lithography ambitions gain ground as SMEE claims 90% local sourcing in chipmaking tools

 Microsoft reportedly phasing out Oracle compute, reassessing cloud deals

 Musk's Terafab reportedly targets memory output on par with Samsung's DRAM capacity

 In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030

 China extends 24% US tariff suspension, but Section 301 threat clouds trade truce

 Samsung's Texas fab may begin trial runs in December

 DeepSeek Harness active users quadruple as plugin ecosystem expands

 Paras Semiconductors teams with US-based BroadPak on advanced packaging plant in India

 Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs

 US-approved Nvidia H200 handlers in China include firms with empty offices and blacklist ties

 Nvidia's Korea deals proceed despite Jensen probe as Kakao Mobility signs Level 4 autonomous driving pact

 Doosan expands CCL production in China and South Korea to meet AI demand

 Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages

 Texas AI data-center expansion hits brakes under new governor

 Anthropic buys US$3.4B in generators for AI data centers

 Phoenix Contact adds 45° angled PCB connectors for tight spaces  - Phoenix Contact has expanded its Combicon range with the GSMSTB 2,5 series of angled PCB connectors. Featuring a 45° cable connection direction, the connectors are designed to…

 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 .

 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.

 Mitsubishi Electric Achieves World’s First Demonstration of Suppression of Frequency Dispersion in GaN Transistors Using GaN Substrates  - Contributing to improved performance and lower power consumption of high-frequency equipment by demonstrating the inherent performance of GaN

 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 .

 護駕到 資本市場有底氣》2,000億歐元大餅 歐盟重押AI財 台鏈搶灘  - 歐盟力拚動員2,000億歐元AI投資,主權算力建設帶動電信與能源業者擴大參與,台灣供應鏈迎來網路與電力設備升級商機。聯發科攜旗下達發瞄準高速連網需求,台達電則以歐洲研發與製造布局,爭取資料中心高效率電源市場。 歐盟透過InvestAI引導公私部門投入,並提出《雲端與AI發展法案》(CADA),改善資料中心許可、能源及土地取得條件,強化自主雲端與運算能力。其中,2,000億歐元為InvestAI...

 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 ...

 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...

 Nvidia CEO Jensen Huang admits to having an affair with suspected Chinese spy  - Nvidia's board of directors is investigating a report about Jensen Huang's alleged affair with a client, claims it is still confident in Jensen and leadership team.

 選舉結果不改擴張計劃!OpenAI 完成 110 億美元融資、估值 1.25 兆美元  - OpenAI 的擴張步伐並未因市場波動與政治阻力而放緩,根據知情人士透露,OpenAI 已完成新一輪融資的首批約 110 億美元資金,目前估值達 1.25 兆美元,而儘管美國近期地方選舉結果顯示,民眾對資料中心的擴建出現強烈反彈,但 OpenAI...

 Scientists Finally Crack a 1,600-Year-Old Roman Glass Mystery  - More than 1,600 years after the Romans created the famous Lycurgus Cup, a University of Sheffield technician has found a way to reliably reproduce its extraordinary color-changing glass. A glass cup made more than 1,600 years ago has puzzled historians and glassmakers for centuries. When light reflects...

 Korean investors flee to U.S. chips, with one ETF dominating purchases  - Korean investors flee to U.S. chips, with one ETF dominating purchases Retail investors bought $2.2 billion in U.S. stocks in five days, with more than 70 percent flowing into a triple-leveraged semiconductor ETF as Seoul’s market sell-off continues. 11/7/2026 - 01:44 AM News Team