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 Stock Movers: Cerebras, Nvidia, Chip Stocks  - On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Vonnie Quinn, Bailey Lipschultz, Carol Massar and Tim Stenovec. - Cerebras (CBRS) shares jumped by the most in five months after...

 A Strange Liquid Is Helping Scientists Overcome a Major Barrier in Nanotechnology  - By filling the tiny pores of fragile materials with an unusual liquid, scientists have found a way to create intricate patterns without destroying their structures. Metal-organic frameworks (MOFs) contain networks of tiny pores that can trap gases, capture pollutants, and support chemical reactions. These...

 UK steel city's deep-tech push faces mass-production and talent hurdles  - The United Kingdom's steelmaking hub of Sheffield is transforming from a heavy-industry center into a deep-tech startup cluster, but securing a foothold in the AI, quantum, and photonics wave will require the city to overcome both the mass-production barriers facing high-tech products and a shortage of...

 Scientists Crack a Decades-Old Mystery That Could Unlock Faster Internet  - By untangling how the crystal barium titanate interacts with light, researchers have supplied data that could reduce costly trial and error in designing faster optical communication devices. When light carries data through a communication device, absorption by the materials inside can weaken the signal....

 台積擴大委外 精材搶進CoWoS  - 台積電先進封裝產能供不應求,供應鏈外包布局再有重大進展,台積電轉投資封測廠精材(3374)13 宣布,董事會通過與台積電簽訂長期產能外包協議,雙方將於先進封裝後段製程展開合作,由精材進駐台積電中科廠房建置產線,切入CoWoS先進封裝供應鏈中的oS模組業務,首期產線預計2029...

 CEO Interview with Sergiy Nesterenko of Quilter on AI PCB Layout  - Sergiy Nesterenko is founder and CEO of Quilter, which builds physics-driven AI for printed circuit board (PCB) layout. He triple majored in mathematics, physics, and chemistry at UC Berkeley and worked in the electromagnetic interference and compatibility (EMI/EMC) group at SpaceX during the early Falcon...

 The tchotchke  - Things aren't always as useless as they seem (and are claimed by others) to be. All it takes is a bit of engineering imagination. The post The tchotchke appeared first on EDN .

 electronica 2026: Chipmakers Move Up the Stack as Data Centers and Physical AI Take Center Stage  - Explore how electronica 2026 shows chipmakers shifting to AI platforms as data centers, edge AI, and robotics reshape power and silicon. The post electronica 2026: Chipmakers Move Up the Stack as Data Centers and Physical AI Take Center Stage appeared first on EE Times .

 The Real Cost of Enterprise AI Agents in 2027: How to Measure ROI, Inference Costs, and Infrastructure TCO  - Nearly half of enterprises are over budget on AI. Research from Futurum, ETR and Signal65, alongside Six Five executive interviews, reveals how to measure cost per successful task, infrastructure TCO and agentic AI ROI.

 Alice Huang-Linked Firm Procured Banned Nvidia Chips in China  - A Chinese company founded by Alice Huang, the woman at the center of a controversy dogging Nvidia Corp., procured smuggled AI chips that were installed at a Shanghai data center with links to Megaspeed International Pte, according to documents reviewed by Bloomberg News.

 Idle Wafers  - Wafers can spend as little as 20% of their time transiting a fab in actual useful processing, says Elon Musk. The rest is mostly transport between machines or waiting — […] The post Idle Wafers appeared first on Electronics Weekly .

 Jensen Huang Resigns: NVIDIA's Succession Crisis and the Fate of the AI Supply Chain  - In this explosive episode of The Circuit, Ben Bajarin and Jay Goldberg react to the shocking resignation of NVIDIA CEO Jensen Huang following a scandal involving affairs with direct reports and alleged ties to a Chinese spy. The hosts compare Huang's sudden departure to the absence of Steve Jobs at Apple,...

 OpenAI Joins Groundswell of Support for AI Chip Control Measures  - OpenAI is backing a bipartisan effort in Congress to block China’s access to artificial intelligence chips and curb China’s access to chipmaking equipment, adding support to legislation gaining momentum after the scandal that toppled Jensen Huang as Nvidia Corp.’s chief executive officer.

 Physical AI and Data  - Artificial Intelligence Physical AI and Data Physical AI is creating new questions about what data to retain, where it belongs and how to store it economically.

 Xanadu and HyperLight Reduce Optical Switch Loss Threefold  - Photonic quantum computing company Xanadu Quantum Technologies has partnered with HyperLight Corporation, a thin-film lithium niobate (TFLN) photonics company, to achieve a significant hardware performance milestone using TFLN technology. The companies claim to have reduced optical switch insertion to...

 Google’s Fitbit Air: Another display-less option for tech you wear  - Minimal- and no-display device values aren’t unique to wearables but are uniquely optimal for the needs and desires of wearable device users. The post Google’s Fitbit Air: Another display-less option for tech you wear appeared first on EDN .

 Quix-led consortium secures funding for 100-plus-qubit photonic technology  - Enschede-based Quix Quantum and seven partners have secured funding to develop the technology needed for photonic quantum computers with more than 100 qubits.

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺94h E Ink-18% miss 🔴

 글로벌 빅테크-K반도체, '이기종 컴퓨팅' 인프라 전방위 협력  - 글로벌 AI 반도체 시장을 주도하는 엔비디아와 AMD 등 빅테크 기업들이 한국의 AI 반도체 팹리스 및 인프라 스타트업들과 전방위적인 기술 협력을 확대하고 있다. AI 산업의 ...

 A reporter's perspective: The Jensen Huang I have known for more than 20 years  - Editor’s note: Monica Chen is a senior DIGITIMES journalist who has covered Nvidia, Jensen Huang, and the company’s Taiwan supply chain for more than two decades. She has interviewed Huang many times and followed Nvidia through major changes in the technology industry.

 We tested the RAM-saving storage tech in Gears of War: E-Day  - Today we’re focusing on a less-discussed technology that plays an equally important role in bringing this visually rich, densely detailed world to systems with more limited hardware resources: storage technology designed to reduce RAM usage.

 Scientists capture electrons making seemingly impossible quantum ...  - In semiconductors and similar materials, electrons are restricted to particular ranges of energy called energy bands. Between these bands are ...

 US Congress widens Nvidia probe, seeking testimony from Jensen Huang and Trump officials  - Pressure mounts as US lawmakers demand answers about potential national security risks and control of advanced chip exports to China

 New Insights Into a Promising Material for Next-Generation Electronics  - Better electron transport without degrading heat transfer offers a promising path for next-generation power electronic devices. The post New Insights Into a Promising Material for Next-Generation Electronics appeared first on Semiconductor Digest .

 Podcast EP378: An Overview of the 2026 Wilson Research Group Functional Verification Study with Harry Foster  - Daniel is joined by Harry Foster, Chief Scientist of Verification for Siemens Digital Industries Software. Harry is also the Co-Founder and Executive Editor for the Verification Academy. Harry served as the 2021 Design Automation Conference General Chair and is currently serving as a Past Chair. He...

 Picture of the Day: Lemo drives Sauber F1 to Electronca  - One of the visual highlights of the Messe Munchen during Electronica was the Lemo stand, featuring the red and white, and black, Alfa Romeo F1 race car. The post Picture of the Day: Lemo drives Sauber F1 to Electronca appeared first on Electronics Weekly .

 EARASHI: Improving Working Conditions and Workplace Safety Through AI and Robotics  - From September 2022 to February 2026, CEA-Leti coordinated the European EARASHI project.

 Technologies Which Died  - 30 years ago the world was debating the claims of WiMAX and HSDPA to be the future. ‘There was dissension in the ranks over the forthcoming mobile variant of the […] The post Technologies Which Died appeared first on Electronics Weekly .

 黃仁勳外遇風波延燒,馬來西亞查緋聞女方前東家子公司  - 美國人工智慧(AI)晶片巨擘輝達(NVIDIA)創辦人黃仁勳婚外情風波延燒,馬來西亞今天表示,他們正調查 Megaspeed International 子公司 Speedmatrix,釐清是否涉及將先進 AI 晶片轉運至其他國家。 繼續閱讀..

 Navitas files further patent infringement lawsuit against Renesas  - Renesas’ sued after launching REXGaN and 650V SuperGaN products

 Malaysia Intensifies Investigation Into Megaspeed Chips  - Malaysia said it is examining whether AI chips brought into the country by a unit of Singapore-based Megaspeed International Pte were subsequently shipped overseas, tightening scrutiny around a company at the center of the scandal that led to the resignation of Nvidia Corp.’s Jensen Huang.

 [News] Huawei Begins Trials of New Magnetoelectric Storage, Targets Lower-Cost Warm Data Solutions  - Huawei reportedly begins commercial trials of its new data storage system at its Yunshangtun site in Gui'an, Guizhou Province, according to Yicai and IThome. The trials mark its transition from laboratory validation to testing in real-world customer environments. As Yicai reports, the system feature......

 Nvidia CEO Jensen Huang resigns in blow to AI boom he helped foster  - Nvidia CEO Jensen Huang resigns in blow to AI boom he helped foster Nvidia's longtime CEO stepped down after reports linked his personal relationships to scrutiny over China and chip exports. 11/12/2026 - 08:18 PM

 Physical AI depends on sensor redundancy. Does it need Nvidia redundancy too?  - Robot makers increasingly rely on Nvidia not only for compute, but for simulation, training and AI software. Recent reports of CEO Jensen Huang's affairs raise questions about how much of physical AI should depend on one company.

 Jensen Was The Rudder, But Nvidia Has Engine Trouble  - [Opinion] The Green Machine faces far bigger problems than China chips and executive turnover

 Coherent Named to Forbes America's Best Companies List for Second Consecutive Year  - Recognition underscores Coherent's technology leadership, business performance, innovation, and commitment to its people

 AMD launches Zen 6 Venice Based Epyc CPUs  - AMD just launched their 256 core Venice CPU with some subtle and not so subtle changes to the architecture. Read more ▶ The post AMD launches Zen 6 Venice Based Epyc CPUs appeared first on Semiaccurate .

 What 1,000 Arteris Design Starts Reveal About Semiconductor Innovation  - Arteris has surpassed 1,000 customer silicon design starts using its interconnect intellectual property, a milestone that highlights an increasingly consequential shift in chip design: moving data efficiently is becoming as important as processing it.

 Statement from Nexperia  - Nexperia B.V. today issues a statement to provide an update on recent legal developments ...

 Semiconductor IP Core Companies & Vendors Directory A–Z  - Explore our alphabetical directory of semiconductor IP core companies and silicon IP vendors for ASIC and system-on-chip (SoC) design. Find companies working with processor IP, interface IP, memory IP, analog and mixed-signal IP, security IP, and other reusable semiconductor design blocks. Whether you...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪  ---  ☀️ +

↺5d Jenoptik11% beat 🟢

↺31h Ams

↺5d Infineon Techno…-4.8% miss 🔴

 Scientists discover a surprisingly simple way to turn coffee waste ...  - Aug. 8, 2024 — Semiconductor industry waste is typically seen as a costly disposal problem and an environmental hazard. But what if this waste ...

 Editor's Choice: Nvidia's AI empire stumbles over Huang's human error  - Akito Tanaka shares his weekly reflections and recommendations

 With Huang’s leadership on the line, CFO and chief engineer emerge as favored candidates  - With Huang’s leadership on the line, CFO and chief engineer emerge as favored candidates As Nvidia’s board convenes to decide on the current CEO and founder’s future, analysts believe there are top contenders both inside and outside the company. 11/12/2026 - 12:38 AM

 Shifting HBM4 Controller Functions Closer To Memory (UC Riverside)  - Tharunya Yogananda and Wantong Li of the University of California, Riverside published a technical paper titled “Beyond Host-Side Control: HBM Controller Partitioning Across Host and HBM Base Dies.” Abstract Excerpt: “Recent generations of high bandwidth memory (HBM), such as HBM4, allow the base...

 半導體風雲/黃仁勳未來會重返輝達?專家點出三道條件  - 「現在你們要求我閉嘴離開,將來你們就得為你們的失敗,求我回來!」這是近期AI短劇最常見的逆襲劇情:企業創辦人遭到董事會逼退,新任經營團隊卻無力延續昔 榮光,最終公司陷入危機,只能重新請回創辦人收拾殘局。如今,這樣戲劇化的情節,是否會成為全球AI晶片霸主輝達(Nvidia)的發展劇本?...

 Huang’s exit gives physical AI firms reason to break the Nvidia habit  - Some companies had already wanted to move away from Nvidia’s CUDA software, and might want to further diversify architectures in robots and other machines.

 Nova Scotia Bets on Microelectronics Integration, Not Chip Fabs  - Atlantic Canada’s coastal engineering cluster is turning specialized components and rugged hardware into exportable tools for subsea research, security, and resource markets. The post Nova Scotia Bets on Microelectronics Integration, Not Chip Fabs appeared first on EE Times .

 Qualcomm Custom ASICs?  - Two hyperscaler programs, Alphawave's IP, and most of a $5B data center target

 Sony IMX905: The Sensor Technology Behind the iPhone 18 Pro Max  - TechInsights’ teardown confirms the Sony IMX905 in the iPhone 18 Pro Max’s wide-angle rear main camera, alongside a new sensor in its front-facing infrared camera. The analysis examines these findings in the context of reused sensors and identifies the camera system’s design wins.

 Metalenz Acquires PxE Imaging  - Metalenz has acquired Israeli startup PxE Imaging, a company enabling new information to be brought to standard image sensors. With its acquisition of PxE, Metalenz adds color and depth information to the material and surface data it already...

 Nvidia reaffirms Korea GPU deployment plan despite Jensen Huang's resignation  - Nvidia reaffirms Korea GPU deployment plan despite Jensen Huang's resignation Nvidia will proceed with plans to deploy up to 260,000 GPUs in Korea for AI computing centers despite Jensen Huang's resignation, Seoul's science minister said. 11/13/2026 - 05:40 AM

 Chip Industry Week In Review  - Nvidia faces questions about security and oversight; 300mm SiC breakthrough; Siemens buys Lauterbach; chiplet standards; new memory bets; imec interposer process flow; TPUs with CPUs; 2D transistors; anti-smuggling tools for chips. The post Chip Industry Week In Review appeared first on Semiconductor...

 Gatemon qubits based on in-situ ternary InAsSb/Al nanowire Josephson junctions  - Ternary InAsSb/Al nanowires combine compositionally engineerable semiconductor properties with epitaxial proximity superconductivity, making them attractive for hybrid quantum circuits and mesoscopic superconductivity. Here, we realize gatemon qubits based on shadow-defined in-situ InAsSb/Al Josephson...

 A breakthrough in magnetism could make AI chips use dramatically ...  - Aug. 9, 2026 — Atomically thin semiconductors could enable ... Ultraprecise Method of Aligning 3D Semiconductor Chips Invented. Oct ...

 Can Huang's Exit Create Chip Competition  - Jensen Huang’s departure from Nvidia is raising questions about whether rivals can chip away at the company’s dominance of the AI semiconductor market. Bloomberg Intelligence analysts Robert Schiffman and Mandeep Singh say demand for AI computing remains strong, but Huang’s exit could create opportunities...

 Nvidia and the World Without Jensen  - Is NVIDIA Over? Export Controls, RASA, Open Source Implications, Supply Chain Implications, Affair, US Still Dependent On China

 Jensen Resigns Over Second Affair  - Nvidia CEO’s second affair scandal in a week prompted his resignation, and the board is now searching for a new leader for the company. The post Jensen Resigns Over Second Affair appeared first on EE Times .

 Jensen Huang Resigns As Nvidia’s CEO  - Who will take his place at the AI chip vendor?

 Polar Light signs first optical interconnect agreement leveraging micro-LED technology platform  - Foxconn collaboration examines light sources for optical connections in data centers and high-performance computing

 The Semiconductor Singularity  - Accelerating IC innovation with AI. The post The Semiconductor Singularity appeared first on Semiconductor Engineering .

 Researchers solve a physics puzzle about radiation that could lead to tougher electronics  - Researchers have solved a longstanding physics puzzle, explaining why electronic devices can fail catastrophically when exposed to radiation. Their findings may hold the key to engineering new electronics that can better ...

 Nvidia scandal raises risks for Korean chipmakers  - Nvidia scandal raises risks for Korean chipmakers Leadership uncertainty and looming U.S. export controls could disrupt Korean chipmakers’ AI partnerships, China operations and broader economy. 11/12/2026 - 10:01 AM Opinion Desk

 Jensen Huang resigns  - NVIDIA’s Board of Directors announced today that Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board, effective immediately. Colette Kress, current Executive Vice President […] The post Jensen Huang resigns appeared first on Electronics Weekly .