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            Running some site maintenance this wkend, bot will be off/on periodically, sparse site updates. I will have this wrapped up Sunday 5pm EST. -lithos //             Running some site maintenance this wkend, bot will be off/on periodically, sparse site updates. I will have this wrapped up Sunday 5pm EST. -lithos //             Running some site maintenance this wkend, bot will be off/on periodically, sparse site updates. I will have this wrapped up Sunday 5pm EST. -lithos //             Running some site maintenance this wkend, bot will be off/on periodically, sparse site updates. I will have this wrapped up Sunday 5pm EST. -lithos //
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 🌑 🇨🇦 Americas 
🇺🇸  ---  🌔 +

↺66h Microchip Techn…3.7% beat 🟢

↺97h Globalfoundries15% beat 🟢

↺4¾d Skyworks Soluti…13% beat 🟢

↺90h Wolfspeed,-1.8% miss 🔴

↺5¾d ON Semiconducto…2.3% beat 🟢

↺90h Coherent0.0%

↺6d Lumentum-1.6% miss 🔴

 Semi. Fabs and Clean Rooms
23h ago: U.S. semiconductor fab construction and cleanroom expansions are advancing rapidly under the CHIPS Act, with TSMC Phoenix ramping N4 production and preparing 3nm, Samsung Taylor fab nearing 2026 operation, and Micron's New York megafab groundbreaking progressing toward 2030 production. Cleanroom space remains the primary constraint industry-wide.

 鎖定「超乎預期」獲利黑馬!台股 底突圍,聚焦 ABC 三大族群與半導體  - 台股面臨半 線保衛戰,在線型收復前,短期操作宜保持謹慎,理性過濾市場雜音,逢低布局長線獲利具爆發力的好公司,以掌握 底創高獲利契機。 繼續閱讀..

 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...

 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

 WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover  - WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their cyclical troughs. Following its acquisition of Future, WT Microelectronics has entered the European and North American AI...

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

 Scientists accidentally solve a chemistry mystery that lasted 60 years  - Diamond Continues to Shine: New Properties Discovered in Diamond Semiconductors . Jan. 14, 2025 — Diamond, often celebrated for its unmatched ...

 Seagate celebrates International STEM Day year-round  - Life at Seagate Seagate celebrates International STEM Day year-round Seagate employees inspire the next generation through hands-on STEM learning around the world, all year long.

 Nvidia’s AI Chip Exports Emerge as Target in Democratic Congress  - Nvidia Corp. is in for tougher scrutiny from a new Democratic majority in Congress that’s set to demand answers from Chief Executive Officer Jensen Huang about whether the company is doing enough to keep its coveted artificial intelligence chips out of the hands of China and other US adversaries.

 Podcast EP377: Aion Silicon’s Growth and Impact Across Multiple Markets with Oliver Jones  - Daniel is joined by Oliver Jones, CEO of Aion Silicon, a global semiconductor design and engineering company delivering custom silicon solutions for the AI age. He leads the company’s strategy and growth as it continuously helps technology companies bring advanced SoC designs to market from architecture...

 Taiwan's chipmakers shine brightest in living memory  - The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

 Wide-bandgap materials and devices market to grow at 10.5% CAGR from $11.24bn in 2026 to $16.75bn by 2030  - North America held largest market share in 2025, but Asia-Pacific to grow fastest to 2035

 Il data center senz'acqua consuma più elettricità  - Il circuito chiuso risparmia acqua in loco e consuma elettricità in più. Ogni kWh ha la sua acqua: il conto va fatto fino all’acqua associata alla…

 Hanyang University Researchers Gain Control Over Where Semiconductor Crystals First Form  - The method guides single crystals to begin growing in predefined central regions. The post Hanyang University Researchers Gain Control Over Where Semiconductor Crystals First Form appeared first on Semiconductor Digest .

 When trusting your tools is the wisest way  - Sometimes, the best way to optimize a design is to stop trying to outsmart the tools. Relevant to today's AI tools? Comments are welcomed! The post When trusting your tools is the wisest way appeared first on EDN .

 Most Read – ASML exec pay, Toyota robotaxis, In-car computing  - Looking at the news stories written within the last week, the most popular articles on the site cover Greece unveiling its semiconductor strategy, ASML links exec pay to employee morale, and Toyota and Waymo planning to launch robotaxis in Japan. The post Most Read – ASML exec pay, Toyota robotaxis,...

 Europe’s Chip Industry: Perfect Storm or Perfect Timing?  - At SEMICON Europa 2026, Europe’s chip industry will confront a “perfect storm” of geopolitical, technological, and competitive pressures. The post Europe’s Chip Industry: Perfect Storm or Perfect Timing? appeared first on EE Times .

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺4½d PlayNitride-442% miss 🔴

↺5½d Nuvoton Technol…-297% miss 🔴

 CEO Interview with Jun Yuan of Arcas-Tech  - ◆Engineer for chip design, simulation, and P&R at AMD; Senior Engineer for chip verification (emulation, equivalence checking, formal verification) at Motorola since 1992.

 焦佑鈞:記憶體漲價已到極限,不希望景氣下行時間太晚來  - 針對記憶體製造廠毛利率站上七至八成的高點、市場關切漲價潮與未來景氣循環的發展,華邦電董事長焦佑鈞直言,記憶體價格調漲已達極限。他指出,當前市場呈現「百業蕭條,一枝獨秀」的偏頗現象,過度漲價將傷害一般消費者並壓抑手機與PC需求。面對業界積極蓋廠與資本支出的熱潮。焦佑鈞更拋出獨到見解,表示「我們的擔心是下一個不景氣太晚來」,若好景氣維持過久,恐引發盲目擴建與嚴重的產能過剩危機。...

 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

 Proper Linux, On An ESP32  - The ESP32 series of microcontrollers feature a lot on these pages, offering as they do a significantly powerful processor and in most cases, wireless connectivity. One recent member of the …read more

 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

 Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell  - Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.”...

 Substrate shortages emerge as AI chip market’s new bottleneck  - Substrate shortages emerge as AI chip market’s new bottleneck Samsung Electro-Mechanics and LG Innotek are expanding AI substrate capacity as long-term customer deals fuel growth but demand still outstrips supply. 11/6/2026 - 05:00 PM News Team

 Nvidia Boosts Chip Tracking in Southeast Asia to Fight Smuggling  - Nvidia Corp. is stepping up monitoring of AI accelerators sold in Southeast Asia, a strategic step to curtail semiconductor smuggling after criticism it hasn’t done enough to stop shipments from illegally reaching Chinese companies.

 This week’s outside five sigma (#123)  - Cray-3 bare die supercomputer

 Avicena Deep-Dive  - From #1 hater to ultra bull.

 ASMPT: No Plans To Divest SMT Unit  - The company has decided not to sell or divest its surface mount technology unit

 IBM, AMD Mix Quantum and AI at U.S. National Lab  - IBM, AMD, and Oak Ridge launch hybrid quantum-classical system to accelerate quantum-error correction research ahead of 2028. The post IBM, AMD Mix Quantum and AI at U.S. National Lab appeared first on EE Times .

 Devices aren't lasting as long as they should. Here's why  - Is your new phone already slowing down or are your expensive earphones acting up?

 MIR Microscopy Method Achieves Video-Rate Volumetric Imaging for Live Cells  - Label-free mid-infrared photothermal (MIP) microscopy, a live-cell imaging technique, uses mid-infrared (MIR) light to vibrate the chemical bonds within molecules. Each molecule has a distinctive frequency, and these different frequency signatures can be used to create a map of the cell’s internal structure....

 Persistently High DRAM Prices Drive Adoption of Reballed Memory, with Smartphone Penetration Expected to Reach 7–9% in 2027, Says TrendForce  - TrendForce's latest memory industry research indicates that the sustained rise in mobile DRAM contract prices is driving smartphone brands to increasingly embrace lower-cost reballed memory components, particularly in entry-level and budget models. TrendForce estimates that the penetration rate of reballed...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

54h Jenoptik

5d Ams

54h Infineon Techno…

↺6¼d Tower Semicondu…

 TSMC Denies DRAM Entry, Stays Focused on Foundry  - logic semiconductor industry.”

 TSMC Denies DRAM Entry, Reaffirms Foundry Focus

 TSMC denies DRAM move, doubles down on foundry amid Nvidia request reports

 Samsung, Hyundai Host First Joint Executive Event with Spouses

 Gyeonggi Surpasses Seoul in Apartment Price Growth for Eight Weeks

 People's Daily Calls Samsung 'Integrated Partner' in Chinese Industry

 People’s Daily hails Samsung as key partner in China’s industrial network

 Gyeonggi semiconductor belt outpaces Seoul in apartment price gains for 8th week

 People Power Party Lawmaker Ahn Cheol-soo Urges Attracting Global AI Data Centers to Honam

 Ahn Cheol-soo urges US big tech to build AI data centers in Honam, Korea

 Qualcomm Expands Collaboration with Samsung Electronics to Automotive Memory Supply

 Gyeonggi Apartment Prices Outpace Seoul for Eight Weeks

 Samsung, SK Hynix Foreign Ownership Plummets to Multi-Year Lows

 Semiconductor Exports Drive Record 960 Trillion Won Deposits

 Foreign investors dump Korea chip giants as Samsung holdings hit 17-year low

 Samsung Electronics' Cash Reserves Surpass 200 Trillion Won

 Samsung Electronics amasses 215 trillion won cash, boosts Korea returns and investment

 South Korea's ETF Market Drops Below 400 Trillion Won

 Samsung Electronics and SK Hynix Vie for ASML EUV Equipment Amid Shortage

 600,000 Nvidia Chips Stuck in Hong Kong Amid Chinese Rules

 China stalls Nvidia H200 imports to boost domestic AI chips

 ASML shortage spurs Samsung, SK hynix to race for EUV tools in South Korea

 US inflation, CoreWeave earnings steer Korea stocks after blue wave

 Varda Launches Three Capsules for Space-Based Anticancer Drug Production

 KOSPI Retreats on U.S. Inflation, CoreWeave Earnings Focus

 台積電到底要不要做記憶體?公司回應強調這句話  - 晶圓代工龍頭台積電傳出有意擴大業務版圖,將觸角延伸至先進記憶體市場!外媒披露,為因應當前記憶體供給緊俏市況,應大客戶輝達要求,台積電近期正著手規劃新一代「3D DRAM」生產計畫。不過對此,台積電表示不評論市場傳聞或臆測,並強調公司始終專注於晶圓代工核心業務!AI產業持續推升算力需求水漲船高,美國科技媒體報導,記憶體晶片供給持續緊俏下,台積電因應大客戶輝達要求,正評估跨足先進記憶體晶片製造,已經開...

 This RTX 5060 gaming PC costs less than the Steam Machine — grab the iBuyPower Slate prebuilt PC with massive $500 discount  - Best Buy knocks $500 off the iBUYPOWER Slate, bringing this RTX 5060-powered gaming desktop down to $899 with a Ryzen 5 processor, 16GB of DDR5 memory, and a 1TB SSD

 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…

 ChipNexus Brings Agentic AI into Established Analog Design Flows  - ChipNexus has introduced its NEX Analog Agent, bringing conversational automation to analog engineering workflows built around Cadence Virtuoso, Spectre simulation and Siemens Calibre physical verification. Available now, the software operates with customers’ installed tools, licenses and process design...

 Omdia validates Seagate Exos drives  - Artificial Intelligence Omdia validates Seagate Exos drives Omdia validates how Seagate Exos drives help organizations manage AI-driven data growth with greater density, lower costs and improved efficiency.

 How Much Carbon Does an AI-Generated Answer Emit?  - The question sounds as though it should have a simple answer: select the accelerator, look up its power consumption, and calculate the emissions. Real AI infrastructure does not work that way.

 Microchip USB Redriver Makes It Easier to Extend Your Reach  - As embedded systems become more distributed, reliable long-distance USB connectivity is critical. Discover how our USB redriver devices support high-speed data transfer, simultaneous power delivery and robust operation in automotive, industrial and medical environments.

 'I thought yesterday was the bottom': Retail investors reel as Kospi drops below 5,000  - 'I thought yesterday was the bottom': Retail investors reel as Kospi drops below 5,000 Korean investors in chip stocks and leveraged U.S. ETFs face steep losses, though analysts expect an eventual recovery despite near-term uncertainty. 11/6/2026 - 03:28 AM News Team

 Stocks Dip on Massive Chip Selloff  - Shares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections. A team of Bloomberg experts help break down the recent market moves and what comes next, including US Semiconductor...

 AMD Q3 FY26, Annotated  - HBM and margins, Helios’s first revenue, AMD vs. Intel on supply, more

 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...

 What my aching back taught me about teaching robots to feel pain  - After years of writing about sensors, a scoliosis diagnosis made me wonder what engineers really mean when they say a machine can ‘feel’.

 What caught your eye? AI bust, Qualcomm MMIOs, RF emitters  - What caught our eye this last week? There's the AI bust, Qualcomm supplying Starlink Mobile’s 5G radio equipment, and identifying hostile RF emitters in battlefield conditions... The post What caught your eye? AI bust, Qualcomm MMIOs, RF emitters appeared first on Electronics Weekly .

 Chip Industry Week In Review  - HBM smuggling routes into China; Nvidia H200s held in Hong Kong; Micron pauses Taiwan fab work; Samsung expands HBM base-die capacity; Oracle-Tencent AI chip deal collapses; Bosch builds out semiconductors; S. Korea boosts AI and chip spending; Marvell-Lumentum deal draws scrutiny; more acquisitions,...