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testing index display -lithos | 🇺🇸 Philly Semi +2.95% | 🇺🇸 NASDAQ-100 Tech +1.18% | 🇺🇸 S&P-500 +0.59% //
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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺6½d Samsung Electro…-16% miss 🔴

↺6¾d United Microele…-5.8% miss 🔴

↺5¾d ASE Industrial11% beat 🟢

↺5½d Shenzhen Longsy…-24% miss 🔴

 Semi. Fabs and Clean Rooms
8¾h ago: No significant updates found in the recent search period for fab construction and cleanroom news.

-50m: FPT semiconductor chip Testing and Packaging plant officially begins trial operations in Bac Ninh

-42m: Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure

47m: Better transistors won’t solve your RF system issues

56m: Lattice Semiconductor Is Riding the AI Server Wave to Big Growth

99m: Wells Fargo maintains ON Semiconductor at Overweight, lowers price target to $90 from $100

1¾h: Guanajuato and ASU partner to boost semiconductor industry

2h: Until Next Gen Computing Implodes I’ll Keep Buying Taiwan Semiconductor

2½h: ON Semiconductor (ON) Beat Expectations, Is The Stock Still Cheap?

2¾h: Bosch to restructure semiconductor business from 2028

3¼h: Cornell semiconductor sets record for widest bandgap

3½h: Bosch to Set Up Semiconductor Division to Cash in on Soaring Demand for Chips

3¾h: Time to Diversify Out of Semiconductors

4½h: Mortenson Modernizes Polar Semiconductor's Active Fab

4½h: RAAAM Memory Technologies Appoints Semiconductor Industry Veteran Hong Hao as Strategic Advisor to Accelerate U.S. Market Expansion

4½h: Global Semiconductor Sales Increase 24.1% from Q2 2026 to Q3 2026

4¾h: Bosch to create semiconductor division from January 2028

4¾h: Fabtech Cleanrooms expands into HVAC production and semiconductor engineering

5¼h: Why Is ON Semiconductor Stock Gaining Tuesday?

5½h: Edwards Vacuum $319M facility strengthens WNY’s semiconductor supply chain

6¾h: Bosch Targets €5 Billion in Semiconductor Sales by 2030

6¾h: Bosch to set up dedicated semiconductor division, targets €5 billion in sales

 Samsung holds on to top spot in global smartphone shipments in Q3 as overall market shrinks  - Samsung holds on to top spot in global smartphone shipments in Q3 as overall market shrinks The Korean tech giant just outpaced Apple with 23 percent all shipments as deliveries by all brands fell 20 percent on year. 11/3/2026 - 12:51 AM News Team

 Pixxel Establishes Pixxel Federal to Expand Govt. Operations  - Pixxel, a space technology company building high-resolution hyperspectral satellites, established Pixxel Federal, a U.S. subsidiary focused on delivering advanced Earth observation technologies, satellite mission systems, and geospatial intelligence...

 Elethron to build UK AlN substrate manufacturing capability  - Firm to launch 2-inch monocrystalline AlN wafer platform, with industry co-development programs to shape specifications and qualification requirements.

 ToothPaste Goes Where Your Password Manager Doesn’t  - One of the easiest ways of improving security and privacy when using the Internet, and computers in general, is to use strong passwords unique to each site or service. A …read more

 Marvell’s Acquisition of Lumentum to Unite Optical and Electronic Capabilities, Potentially Challenging Broadcom’s Market Leadership, Says TrendForce  - Marvell has officially announced its acquisition of optical communications giant Lumentum, with both companies’ boards approving the transaction on November 2. The deal remains subject to shareholder and regulatory approval across multiple jurisdictions.

 Baidu AI Chip Unit’s Hong Kong IPO Is Said to Slip to Next Year  - An initial public offering of Baidu Inc.’s artificial intelligence chip unit may slip to next year, people with knowledge of the matter said, as the company waits for approval from the Chinese securities regulator.

 Marvell buys Lumentum  - Marvell is to buy photonics specialist Lumentum for $115 billion in what is being seen as a bet on the continuation of the datacentre build out. “AI infrastructure is undergoing […] The post Marvell buys Lumentum appeared first on Electronics Weekly .

 What adj EPS and synergies like after Marvell and Lumentum merge?  - 我們深度分析 Marvell 併購 Lumentum 將產生的綜效,雙方投資人為何都不看好,未來5 財務衝擊及outside the box thinking

 High inventories threaten Taiwan manufacturing PMI expansion  - The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook remaining optimistic. Notably, customer inventories in the manufacturing sector have stayed excessively high for two consecutive...

 AI spending surge puts tech giants’ cash flow under scrutiny

 Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided

 Nvidia strengthens South Korea ties at AI Day Seoul

 Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

 Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access

 Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029

 China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build

 Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra

 Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven

 AI boom raises financial crisis fears among US regulators

 Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom

 MediaTek, Marvell, Broadcom battle for ASIC supply through 2028

 Samsung reportedly in talks with Nidec to develop robot motors

 Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join

 DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals

 SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices

 Beyond the robots: Three companies to watch at FIX 2026

 Samsung Electro-Mechanics starts mass production of ADAS MLCCs

 Apple's iPhone growth meets a tougher test on costs

 Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers

 AI Image Enhancement Improves Detection Of Flip-Chip Interconnect Defects (MCL, PVA TePla, ASE)  - Researchers at Materials Center Leoben, PVA TePla, and Advanced Semiconductor Engineering (ASE) published “AI-Based Image Enhancement Improves Detection of Interconnect Defects in Microelectronic Packaging.” Abstract Excerpt: “Traditional failure-analysis (FA) methods face growing challenges due...

 As AI solves maths puzzles faster than humans, mathematicians face uncertain future  - How the technology will affect a field known as most difficult discipline of all has sparked heated discussions in mathematical community

 ST offers four auto safety combination sensors post-NXP MEMS buy  - New sensors from ST can help OEMs with auto crash protection and stability controls

 Imec partners with Belgian Defense for military technology development  - Imec and Belgium’s Ministry of Defense have announced a strategic partnership to accelerate the development of sensors, AI and secure connectivity for defense and security applications.

 AI Networking and Interconnect Market Projected to Reach US$279.8 Billion in 2027, with Scale-Up Share Rising to 24%, Says TrendForce  - TrendForce's latest AI infrastructure research indicates that the continued expansion of AI server clusters and surging accelerator bandwidth requirements are fueling rapid growth in the global AI networking and interconnect market. Market revenue is projected to climb from US$37.9 billion in 2024 to...

 Olaf van der Sluis takes helm of TUE’s Casimir Institute  - Olaf van der Sluis has succeeded Bart Smolders as scientific director of the Casimir Institute, Eindhoven University of Technology’s research institute for chips and high-tech systems.

 Marvell’s Integration of Lumentum: Connecting Silicon and Optics to Build an AI Interconnect Platform  - The competition in AI infrastructure is shifting from “who can build the fastest accelerator” to “how thousands of accelerators can exchange data…

 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...

 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

 Japan to build underwater drones  - Japan’s Defence Ministry will begin research next fiscal year on mass-producing drones for the detection and attack of foreign submarines. Japanese companies will be selected for the development programme in […] The post Japan to build underwater drones appeared first on Electronics Weekly .

 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 .

 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…

 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.

 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...

 Exports jump nearly 94% in October to hit record $115.3 billion on chip demand  - Exports jump nearly 94% in October to hit record $115.3 billion on chip demand Shipments of semiconductors accounted for $56.4 billion, with petroleum products and cosmetics also soaring. 10/31/2026 - 11:18 PM

 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑 −

↺5½d STMicroelectron…-7.5% miss 🔴

↺6¾d NXP Semiconduct…

↺35h Tower Semicondu…

↺5d X Fab Silicon F…78% beat 🟢

 Chip Rally Powers Stock Gains on US Election Day  - A revival of the artificial-intelligence trade sent stocks higher as US voting got underway in the midterm elections.

 Ericsson and Telia team up to put Sweden at forefront of 6G  - Ericsson and Telia Sweden have signed a memorandum of understanding (MoU) to accelerate the development of 6G technology…

 Fast, Sub-Volt HZO Ferroelectric Capacitors For DRAM-Like Memory (SNU)  - Seoul National University-led researchers published “Resolving the Kay–Dunn limit and the speed–endurance dilemma in ferroelectric Hf0.5Zr0.5O2 for DRAM-class sub-volt capacitors.” The first author, Geun Hyeong Park, Ph.D., summarizes the work here: “Fast, frequently rewritten memory requires...

 UK Space Agency invites proposals for international space partnerships  - The UK Space Agency is inviting proposals for space-based projects that will help strengthen international partnerships for the UK space sector. Funding will be through the government’s International Bilateral Fund […] The post UK Space Agency invites proposals for international space partnerships...

 China’s AI ‘shock’, EU ‘kill switch’, Ukraine hope, Mbappe fiasco: 7 global relations reads  - From a footballer’s faux pas to an EU ‘kill switch’, here are highlights from the SCMP’s overseas correspondents in October 2026

 Marvellous Value Destruction  - Worst merger ever?

 How Allegro MicroSystems Increased OEE by Several Percentage Points with yieldHUB Live  - Allegro MicroSystems’ experience with yieldHUB Live shows how better use of production data can translate into measurable manufacturing gains. At its high-volume semiconductor operation in the Philippines, Allegro set out to improve overall equipment effectiveness, or OEE, by one percentage point. According...

 S&P 500 Falls as Chip Rout Offsets US-Iran Hopes  - A selloff in chipmakers weighed on stocks, offsetting a slump in oil prices driven by hopes for diplomatic efforts to end the war in Iran.

 Marvell Snaps Photonics Chipmaker Lumentum to Bolster AI Connectivity  - The $115 billion deal aims to create a category leader in AI connectivity by co-designing network processors and lasers for optical transceivers. The post Marvell Snaps Photonics Chipmaker Lumentum to Bolster AI Connectivity appeared first on EE Times .

 Chip Industry Technical Paper Roundup: Nov. 3  - Meter-scale quantum interconnects; 2.5D/3D GPU integration and embodied emissions; secure memory-dependent prefetching; routing-aware analog placement; AI-enhanced flip-chip defect detection; superposed PCM for neural-network vector storage. The post Chip Industry Technical Paper Roundup: Nov. 3 appeared...

 Marvell To Acquire Lumentum For $115 billion  - With the acquisition, Marvell will enter into several new and growing device markets. It will also become an IDM with fabs

 [News] Apple Sees Holiday-Quarter Margins at 45%–46% as Memory Costs Soar; Inventory Jumps 154% Amid Stockpiling  - While memory giants cash in on soaring chip prices, Apple is feeling the squeeze. The issue took center stage at its November 2 earnings call, the first under new CEO John Ternus, who described the surge in memory prices as “unprecedented,” according to TechCrunch. As noted by Reuters, Apple has......

 Building lasting trust in the Korea-U.S. alliance (KOR)  - Building lasting trust in the Korea-U.S. alliance (KOR) Seoul should insist on clear conditions, meaningful consultation and commercial safeguards in major investment and security decisions with Washington. 11/2/2026 - 07:25 PM Opinion Desk

 The Invisible Journey of Every Signal in Your Home  - Dozens of devices. Countless signals. Discover the RF and power technologies working behind the scenes to keep the connected home connected.

 SEMI Foundation Recognizes FM Industries for Advancing Semiconductor Workforce Development  - 2026 Excellence in Achievement Award honors the company's leadership in expanding apprenticeships, investing in employee advancement, and strengthening the semiconductor workforce. The post SEMI Foundation Recognizes FM Industries for Advancing Semiconductor Workforce Development appeared first on Semiconductor...

 Exhibit or Sponsor FSS 2027  - Exhibitors and sponsors Put your organization in front of Florida’s semiconductor decision-makers Build brand visibility and connect with professionals across the semiconductor industry as an exhibitor or a sponsor at the 2027 Florida Semiconductor Summit. Why exhibit Why sponsor Build on the benefits...

 Tachyum, developer of heavily-delayed universal Prodigy processor, voluntarily files for bankruptcy  - Tachyum files for bankruptcy, the court in Bratislava initiates bankruptcy proceedings.

 AI to the Edge: Generative Intelligence for Robotics and Autonomous Systems  - Designed for embedded engineers, robotics developers, AI practitioners, and technical leaders, this webinar explores how generative intelligence is helping shape the future of physical AI. The post AI to the Edge: Generative Intelligence for Robotics and Autonomous Systems appeared first on EE Times ....

 Anthropic's S-1 Opens the Books, Oracle Goes Heterogeneous, and the Real AI Capital Race  - Anthropic's S-1 puts frontier AI economics on the public record, Oracle adds TPUs and Cerebras to a compute stack that was mostly NVIDIA, and hyperscaler earnings show cloud growth is exceeding free cash flow. Together they make capital structure, more than demand, the constraint on who can scale. Patrick...

 Build Smarter, Safter Industrial Systems with MCX E32 MCUs  - Start developing today with the MCX E Series using the FRDM Development Platform. Explore our FRDM board portfolio.

 Disassembling a SFP Ethernet adapter  - If you need a spare RJ45 switch port but none are available, use a spare SFP instead. Ethernet adapters can’t be beat, but mind the heat. The post Disassembling a SFP Ethernet adapter appeared first on EDN .

 CoWoS 供應瓶頸浮現,Intel EMIB-T 開闢另一條封裝路線  - 隨著 AI 晶片對先進封裝技術的需求持續攀升, 台積電 CoWoS 供應瓶頸逐漸浮現。根據市場研究機構 Prismark 在 IMPACT 2026 論壇公布的報告,部分晶片設計業者開始評估 Intel 的 EMIB-T 技術,作為 CoWoS 之外的封裝選項,也讓兩種不同的先進封裝技術路線受到市場關注。...

 [News] TSMC Reportedly Eyes Potential US$45B Fab Expansion in Sherman, Texas, Raising Stakes for Samsung  - TSMC is reportedly nearing a decision on Sherman, Texas, as its second major U.S. manufacturing hub, potentially intensifying competition with Samsung Electronics. According to ETNews, citing the Dallas Business Journal, Sherman, located in Grayson County, has reportedly entered site selection talks......

 Shift Left Is Becoming A System-Level Problem  - Rise in complexity is pushing engineers to validate hardware, software, and physical constraints earlier in the design flow, but fragmented workflows make that difficult. The post Shift Left Is Becoming A System-Level Problem appeared first on Semiconductor Engineering .

 GDPx: Measuring Frontier Model Capabilities Across the Most Valuable Domains  - A comprehensive benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials…

 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.

 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....

 Record profits fail to shield Samsung, SK hynix stocks as AI spending fears rattle markets  - Record profits fail to shield Samsung, SK hynix stocks as AI spending fears rattle markets Shares of Google and Intel nose-dived on U.S. markets, highlighting investor concerns that Big Tech’s AI spending spree may not deliver sufficient returns. 11/1/2026 - 02:22 AM YOON SO-YEON

 Il nucleare dell’AI ha un problema di combustibile  - L’HALEU può decidere i tempi di molti reattori avanzati.

 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...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑 −

↺5d Intel86% beat 🟢

↺6d Everspin Techno…-54% miss 🔴

50h Microchip Techn…

20h Globalfoundries

2¼h Skyworks Soluti…

26h Wolfspeed,

↺22h ON Semiconducto…-28% miss 🔴

26h Coherent

50h Lumentum20% beat 🟢

2¼h: Marvell Technology's Lumentum Deal Strategic Benefits Outweigh Risks, RBC Says

3¼h: Marvell and Lumentum Have Lost $91 Billion in Market Value as Merger Doubts Mount

3½h: Five9 Gears Up to Report Q3 Earnings: What's in Store for the Stock?

3½h: Unity Software to Post Q3 Earnings: What's in the Cards for the Stock?

3½h: ON Semiconductor (ON) Beat Expectations, Is The Stock Still Cheap?

3¾h: Microchip Set to Report Q2 Earnings: What's in Store for the Stock?

3¾h: UMAC to Report Q3 Results: Can Revenue Growth Lift Earnings?

3¾h: Why Wall Street isn't exactly loving Marvell's $115B Lumentum deal

4¼h: TEAM Set to Report Q1 Earnings: What's in Store for the Stock?

4¼h: ON Q3 Earnings Call Highlights AI Growth and Margin Expansion

4½h: What the Marvell-Lumentum Misfire Means for a Tesla-SpaceX Merger

4½h: Tech Earnings Are Sputtering. The AI Boom Faces a ‘Show Me’ Moment.

5h: Lattice leaps on Q3 beat, but analysts have divergent takes

5h: Assessing The New York Times Company Ahead of Q3 Earnings Release

5h: Analysts downgrade Marvell and slash price targets over Lumentum deal

5h: What Nvidia and Apple’s Tug-of-War Says About the AI Trade

5¼h: Micron Pops but Markets and Wall Street Are Poles Apart on the Stock

5¼h: Marvell's $115-billion Lumentum acquisition sends both stocks tumbling as investors question the AI megadeal

5¾h: Atsign Launches EdgeAI to Securely Connect Autonomous Agents, Multi-Cloud Environments, Applications, Physical AI and IoT

6¼h: Is NVIDIA's Cheap Valuation an Opportunity to Invest in the Stock?

 ElectraIC Avionics IP Cores for FPGA: MIL-STD-1553B, ARINC 429 and ARINC 664  - AnySilicon IP Vendor Spotlight: Avionics communication interfaces demand precise timing, dependable data handling and extensive verification. For FPGA design teams, developing these protocol functions from scratch can add significant integration and validation effort. In this spotlight, Ates Berna, General...

 AI Hardware’s Hidden Cost: Between Orders and Output  - Alphabet’s TPU inventory, Intel’s manufacturing tradeoffs, and equipment suppliers’ balance sheets show how capital builds up along the path to usable AI computing capacity. The post AI Hardware’s Hidden Cost: Between Orders and Output appeared first on EE Times .

 Supermodel Kim Jayeon marries ex-Samsung president Son Youngkwon in Switzerland  - Son served as president and chief strategy officer (CSO) of Samsung Electronics, and currently chairs the Samsung semiconductor advisory board and the Harman International board.

 Light Manipulates Magnetic States Faster Than Conventional Methods  - Optical control of the magnetism in materials enables magnetic states to be manipulated rapidly, potentially streamlining the storage of digital information. Optical control of magnetization is often symmetry-forbidden, but through a nonlinear response, optical excitation can generate a nonequilibrium...

 Meet Qorvo AI: The 24/7 Virtual FAE Accelerating Your Designs  - Racing against a design deadline? Meet Qorvo AI, the 24/7 virtual FAE providing instant data to accelerate your project.

 Marvell 擬以 1,150 億美元收購 Lumentum,調研:雷射光源供應成競爭關鍵  - Marvell 與 Lumentum 達成最終協議, Marvell 將透過全股票交易方式、擬以 1,150 億美元收購 Lumentum ,預計 2028 上半 完成。調研機構認為,收購將使 Marvell 整合 DSP 、矽光子、雷射光源及 InP 製造能力,擴大 AI 資料中心光通訊產品布局。...

 [News] China Reportedly Obtains Smuggled HBM via Server Packages; Huawei 960DT Faces Domestic HBM Shortage  - While U.S. export restrictions limit China's access to advanced high-bandwidth memory (HBM) chips, smugglers have recently been exploiting a loophole to bring them into the country. According to The Information, citing sources, smugglers are packaging HBM chips with lower-performance server processo......

 Why reliability metrics must dictate advanced-node physical implementation flow  - Dynamic voltage drops, electromigration, and timing are not three axes to be optimized in sequence; they are one physical system. The post Why reliability metrics must dictate advanced-node physical implementation flow appeared first on EDN .

 美光台中廠勞資簽署協議 中科管理局:於法有據、尊重雙方決定  - 中科管理局今(3) 表示,針對美光公司與美光台中工會申請的勞資爭議調解案,管理局依據《勞資爭議處理法》,秉持公正、中立立場召開調解會議。後續勞資雙方達成一般性協議,並由當事人主動申請撤銷調解案,管理局尊重雙方決定。...

 聯發科市值衝破2,000億美元!蔡力行看好續成長 喊話投資人買自家股票  - 聯發科執行長蔡力行今天表示,聯發科自2001 掛牌上市,至11 2 市值超過2000億美元,累積發放270億美元股息,過去25 股東權益報酬率達16290%, 複合成長率22%,他並鼓勵大家買聯發科股票。 蔡力行今天出席台灣週開幕式演講「科技趨勢與企業成長之路」,他說明聯發科發展歷程,一路從消費性產品到手機,2023...

 A Hidden Nanoscopic Effect Is Disrupting Some of the World’s Most Sensitive Sensors  - Nanomechanical resonators are vital to precision sensing and emerging quantum technologies, but their extraordinary sensitivity comes with an unexpected vulnerability. A nanomechanical device can lose much of its ability to sustain vibrations without ever touching another object. Researchers at EPFL have...

 Q3 '26 Foundry/OSAT Earnings: Hit Or Miss?  - 5 takeaways from Intel’s Q3 results, Tower, ASE, Samsung, UMC, Amkor, JCET

 Scientists Discover a Powerful New Way To Destroy Toxic “Forever Chemicals”  - A new water-treatment technology could offer a breakthrough in the fight against forever chemicals. Scientists have developed a new way to destroy toxic “forever chemicals” in water rather than simply filter them out. During a 58-day experiment, the system removed more than 90% of each of six PFAS...

 A flexible new route to designer materials built from nanoparticles  - Pliable connector molecules could be key to creating nanoparticle-based materials for photonics, chemical catalysis, medicine, and more.

 Interview with Sweta Gupta, VP of Engineering of Analog Bits  - Sweta Gupta is the Vice President of Engineering at Analog Bits, where she leads development and execution of mixed-signal IP’s, managing circuit and layout teams.

 Lee puts 'growth' center stage with 36 mentions in 2027 budget speech  - Lee puts 'growth' center stage with 36 mentions in 2027 budget speech President Lee Jae Myung outlined a record budget aimed at spreading growth more broadly while funding AI, regional development and welfare. 11/2/2026 - 05:15 AM News Team

 What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??  - Ben Bajarin and Jay Goldberg unpack a packed week for AI and semiconductors, starting with Anthropic’s S-1 and what it reveals about the cost of staying at the frontier. We discuss why enterprise AI adoption still has room to grow, what our latest CIO survey says about ROI, and why Anthropic wants more...

 New semiconductor chiller combines deep cooling with refrigerant that has no global warming potential  - A large-capacity industrial chiller capable of providing cooling at temperatures of −120°C or below has been developed to remove heat generated during semiconductor manufacturing processes. Using nitrogen as a refrigerant ...

 Alleged Jensen Huang spy plot highlights Nvidia export concerns  - US intelligence agencies reportedly concluded that a Chinese businesswoman with access to Nvidia CEO Jensen Huang was passing information to…

 Nordic Semi celebrates with micro:bit class kit programme  - Nordic Semiconductor is celebrating its 10 years of involvement in the BBC micro:bit with its “micro:bit class kit” programme. Nordic is offering BBC micro:bit Club kits to classrooms around the […] The post Nordic Semi celebrates with micro:bit class kit programme appeared first on Electronics...

 Build Smarter, Safter Industrial Systems with MCX E32 MCUs  - Start developing today with the MCX E Series using the FRDM Development Platform. Explore our FRDM board portfolio.

 Andes Waits For Market Momentum For Cuzco CPU  - Andes CTO Charlie Su said the company put its high-end RISC-V CPU on the back burner for commercial reasons. The post Andes Waits For Market Momentum For Cuzco CPU appeared first on EE Times .

 Intel’s Tiny Bridges Could Lead to Very Big Paychecks  - Intel’s next big opportunity could come from something that sounds spectacularly unglamorous: connecting tiny pieces of silicon. Advanced packaging rarely attracts the attention lavished on powerful processors or artificial intelligence models. Yet it increasingly determines how effectively those technologies...

 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.

 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,...

 Co-Packaged Optical Transceivers for HPC, Data Center and AI Applications  - (Kuchta) — fiber optics, co-packaging, VCSEL, SiPh, HPC, data center, AI applications, requirements …

 Scientists shrink Archimedes' screw to the size of a single molecule  - Technology. RELATED TERMS. Electrical engineering · Solar power · Electricity generation · Nanotechnology · Foucault pendulum · 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

 Who can be benefited if neocloud has no cash to invest?  - 當投資人擔心新興雲因淨負債惡化沒錢加碼資本開支跟上軍備競賽而下調半導體產業鏈預期,但持有龐大AI數據算力中心的舊雲應該反而會受惠

 Globalization Is Not Ending. The Rules Are Changing...  - Original Article By SemiVision Research [Reading time: 9 mins]

 同公司兩樣情!台中簽密約、桃園拉布條,解析美光勞資角力的三方算計  - 台灣半導體業首場合法罷工,10 22 在美光桃園廠登場。只有 11 名工會幹部上街,背後卻是同一家公司兩個工會分道揚鑣:台中工會前一天簽下受保密條款約束的協議,桃園工會拒絕「沒看內容先簽字」。美光發得出百萬獎金、推出季度分潤,卻在員工心中留下「分而治之」的疑慮。...

 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...