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🇳🇱 AEX Amsterdam Index (AEX) +1.10% | 🇩🇪 DAX Index (GDAXI) +1.51% | Euro Stoxx 50 (STOXX50E) +1.75% | 🇺🇸 CBOE Volatility Index (VIX) -11.7% //
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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺6½d ASE Industrial11% beat 🟢

↺6¼d Shenzhen Longsy…-24% miss 🔴

↺5¼d CXMT-22% miss 🔴

 Semi. Fabs and Clean Rooms
8¼h ago: No significant new posts retrieved in the current search window for fab construction and cleanroom updates.

 HMGCC Challenge seeks technology to identify hostile RF emitters  - The HMGCC (His Majesty’s Government Communications Centre) is launching a challenge – via the Satellite Applications Catapult – to create technology that can identify hostile RF emitters in battlefield situations. […] The post HMGCC Challenge seeks technology to identify hostile RF emitters appeared...

 Wingtech rejects Nexperia restructuring, cites ‘discrimination’ towards Chinese investors  - Stand-off deepens year-long dispute between Wingtech and Dutch authorities, as Nexperia files new suit against Wingtech and its founder

 Apple expects MacBook Neo shipments to double in 2027, sources say  - Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.

 Rising LEO satellite share cushions Syncmold, PC market misses peak season

 GigaDevice sees tight niche DRAM supply, slower price gains

 Decoy processors carry Korean HBM past US export controls into China

 Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus

 Zhongji InnoLight revenue and profit more than double in 3Q26

 Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness

 Acer Intelligence Space eyes India growth after strong appliance sales

 AEB 3Q26 revenue jumps 70% on AI demand

 Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components

 SpaceX is reportedly building AI data centers faster than anyone

 Supermicro eyes faster cash conversion as turnaround times shrink to 74 days

 High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers

 Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand

 Samsung Electro-Mechanics' long-term deals top KRW5 trillion

 AMD's data center surge shifts growth toward AI systems as cash conversion weakens

 Supermicro's record AI server sales put margins and cash conversion in focus

 Bosch creates semiconductor division to expand in robotics, external chipmaking

 Screen doubles investment as Kyoto equipment site takes shape

 AMD plans for a weaker PC market in 2027 as embedded growth gains momentum

 Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%

 AMD expects more than 80% revenue growth in 2027, led by data centers

 AMD expands server CPU ambitions as Helios moves its AI business to rack scale

 Nexperia takes Wingtech to court over alleged rival chip supply chain in China

 Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test

 DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia

 Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies

 Onsemi targets every stage of AI power delivery while holding back automotive restocking

 OpenAI taps former Uber executive Jill Hazelbaker to lead corporate affairs

 Arm & SoftBank: Part 2 - Masa’s gifts arrive  - Part 2 of an extended discussion, covering what happened following the Softbank takeover of Arm in 2016

 AMD Forecast Exceeds Estimates After AI Chip Demand Soars  - Advanced Micro Devices Inc., a key challenger to Nvidia Corp. in artificial intelligence chips, gave a revenue forecast that exceeded analysts’ estimates, showing that demand for data center processors remains strong.

 CTO Interview with Ed Plowman of Imagination Technologies  - Ed Plowman is Chief Technology Officer at Imagination Technologies, where he leads technology strategy, advanced architecture research and long-term innovation initiatives. He focuses on the convergence of graphics, compute and artificial intelligence, helping shape the next generation of efficient and...

 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

 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.

 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…

 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

 [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......

 Stock Movers: Apple, Palantir, On Semiconductor  - Today’s biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Apple (AAPL) posted decelerating sales growth in its September quarter, with China revenue missing estimates, in the first earnings report since John Ternus took over as chief executive...

 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...

 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...

 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...

 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

 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 ...

 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 .

 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...

 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...

 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

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑 −

6¼d Jenoptik

↺6¼d STMicroelectron…-7.5% miss 🔴

6¼d Infineon Techno…

↺53h Tower Semicondu…

↺5¾d X Fab Silicon F…78% beat 🟢

 Stellantis Warns Of Production Delays Amid Chip Shortage  - Plants that produce Pandina and Fiat 500 models could be affected by shortage of component used in engine control unit

 AMD on track to overtake Intel as biggest x86 outfit  - CEO says supply chain can cope with surging datacenter and AI demand

 Fabuwood and FreePower Bring Wireless Charging Inside Kitchen Drawers  - What if the best place to charge your phone was somewhere you couldn’t see it? Fabuwood and FreePower have developed…

 Extending Secure Ethernet Connectivity From the Industrial Edge to the Cloud  - Explore secure gateway architecture for 10BASE-T1S SPE client networks with AWS® cloud.

 宜鼎攻AI資料中心 企業級SSD送樣  - 宜鼎(5289)深化AI資料中心布局,推出企業級固態硬碟(eSSD)及伺服器記憶體產品,鎖定雲端服務供應商與新興雲端業者,主打效能、韌體客製化及長期供應。 儲存產品涵蓋伺服器開機碟與本地儲存碟,其中PCIe Gen5系列最高讀取速度達每秒14GB、寫入10GB,提供U.2及E1.S規格,均取得OCP...

 Bosch to form dedicated semiconductor division, targeting growth in new markets  - Firm to open up manufacturing capacity to external partners and expand foundry business

 Advanced Packaging Outlook 2027: Five Trends Reshaping CoWoS, HBM and Chiplets  - Advanced packaging will cap semiconductor growth in 2027. Explore how CoWoS, HBM4 and chiplets are reshaping capacity, yields and supply-chain strategy for AI accelerators.

 Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure  - Leveraging Tower's 200mm and 300mm Silicon Photonics platforms, the collaboration supports multiple generations of Near-Packaged Optics development for AI infrastructure. The post Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure appeared first on Semiconductor...

 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.

 INLEAP Photonics Adds Manufacturing Capacity for Laser-Based Counter Drone Technology  - INLEAP Photonics, a spin-off from Laser Zentrum Hannover developing and supplying high-precision, ultra-fast laser beam steering systems, opened a production facility in Hanover. The facility will manufacture INLEAP FASTLIGHT HELD system, a mobile...

 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...

 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.

 A wide-range, linearly-programmable DC/DC converter  - This Design Idea presents a simple, low-cost, highly flexible, and scalable DC/DC converter, complete with measured prototype results. The post A wide-range, linearly-programmable DC/DC converter appeared first on EDN .

 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 .

 Future Military Trends  - PROBLEMS facing military communicators – past, present, and future – were described by Major-General Eric Cole, Director of Telecommunications, War Office, in his presidential address to the Radio Society of […] The post Future Military Trends appeared first on Electronics Weekly .

 [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......

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

 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.

 Co-Optimizing Access Points Improves Analog Placement (UT Austin)  - Researchers at the University of Texas at Austin published “APPlace: Co-Optimizing Device Locations and Access Points for Routing-Aware Analog Placement.” Abstract “Analog layout automation remains challenging in Analog/Mixed-Signal circuit design, because parasitics and mismatches introduced during...

 FSS 2027 Location and Travel  - Venue Bradenton Area Convention Center The 2027 Florida Semiconductor Summit will be held at the Bradenton Area Convention Center in Palmetto, Florida, with free parking on site. 1 Haben Blvd., Palmetto, FL 34221Phone: (941) 722-3244 Where to stay Recommended hotels Reserve through the links below to...

 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...

 Demcon targets photonics assembly bottleneck with laser-written connections  - Demcon Photonics is developing a manufacturing approach that uses laser-written optical waveguides to connect fiber arrays to photonic chips.

 李在鎔視察三星橫濱先進封裝實驗室,強化 本材料與設備供應鏈合作  - 三星電子(Samsung Electronics)會長李在鎔(Lee Jae-yong)於 11 1 造訪位於 本橫濱的先進封裝實驗室(APL),親自了解次世代半導體封裝技術的研發進度,並與研究人員討論如何進一步強化與 本材料、零組件與設備產業的合作。 繼續閱讀.....

 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...

 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 .

 🌔 Americas 
🇺🇸🇨🇦  ---  ☀️ +

↺5¾d Intel86% beat 🟢

↺6¾d Everspin Techno…-54% miss 🔴

32h Microchip Techn…

86m Globalfoundries

↺16h Skyworks Soluti…60% beat 🟢

8h Wolfspeed,

↺40h ON Semiconducto…-28% miss 🔴

8h Coherent

32h Lumentum20% beat 🟢

 AMD expects to outsell Intel in Q4 for the first time in history  - AMD's data center business surges as strong demand for Epyc processors and Instinct accelerators continues and sales of client hardware declines only slightly.

 台大演講被問台積電未來優勢 劉德音先解析英特爾痛點  - 儘管受到美國大型科技公司財報等影響,美股遭逢逆風,台股重心台積電近 股價也下跌,但台積電在技術上的長期領先仍是外界關切的焦點。台大傑出校友講座,11 3 晚間邀請台積電前董事長劉德音以《半導體的技術領先 —一個無盡的追求》為題發表專題演講,這場閉門演講在問答環節出現不少精彩對話,尤其是「未來10...

 Effect of compensation on magnetic ordering in (Ga,Mn)As  - The real mechanism of ferromagnetism in III-V diluted magnetic semiconductors such as Ga _{1-x} _{1-x} Mn _x _x As is still debated. The experimental results point out the realization of appreciable ferromagnetism at filling of the impurity band close to one-half that can be expressed in terms of compensation...

 Building connections across the research infrastructure  - MIT.nano and the Northeast Microelectronics Coalition gathered facility leaders and technology professionals from across the nation to explore ways to make shared-access facilities more connected.

 LiveX AI’s life-size, human-like AI hosts raise the bar for CX  - Instead of a human behind the customer service interface, AI City from LiveX AI relies on an AI agent to take questions and offer responses on a human-sized kiosk.

 Ceva’s next NeuPro generation opens new possibilities across AI  - Ceva is broadening the possibilities for AI silicon with a new generation of its NeuPro neural processing unit portfolio, bringing a common architecture and unified software environment to applications spanning sensors, intelligent devices and cloud infrastructure.

 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 .

 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.

 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.

 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?

 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 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

 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

 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

 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.

 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...

 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.

 FormalOS adds structure to RTL verification and sign-off  - Lubis EDA has released FormalOs, a verification infrastructure platform which is designed to be a tool-agnostic orchestration layer for verification for SoC, asic and IP sign-off projects. According to the […] The post FormalOS adds structure to RTL verification and sign-off 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.

 Machines that think: agents in the enterprise  - This is the eleventh part in a series on how AI is crossing out of software and into the physical world. This time, Jan Bosch looks at when software stops answering and starts acting.

 [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......

 Group 14 expands into Spain  - Group14 Technologies, the manufacturer and supplier of advanced silicon battery materials, has closed a €150 million (~$169 million USD) Series D equity extension. As part of the funding, Group14 has […] The post Group 14 expands into Spain appeared first on Electronics Weekly .

 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.