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testing index display -lithos | 🇺🇸 Philly Semi +3.32% | 🇺🇸 NASDAQ-100 Tech +1.44% | 🇺🇸 S&P-500 +0.47% //
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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
7¾h ago: No significant updates found in the recent search period for fab construction and cleanroom news.

 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...

 記憶體缺貨衝擊,Mac、iPad 供貨吃緊至 底  - 全球記憶體供應緊張持續影響消費性電子產品市場,即使是蘋果也難以避免。蘋果在最新一季財報電話會議中證實,Mac 與 iPad 產品供應將持續受到限制,預計至少延續至 2026 底,包括 底聖誕節購物旺季在內,部分產品可能面臨較長的交貨等待時間。...

 [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......

 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.

 “Hybrid bonding requires more than a highly accurate machine”  - Even silicon starts behaving like rubber on a microscopic level. As hybrid bonding moves toward pitches of 1 micrometer and below, tiny deformations become a major obstacle. Research by Besi and Imec shows why mastering the process is just as important as building a highly accurate bonding machine.

 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 .

 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.

 Building lasting trust in the Korea-U.S. alliance  - Building lasting trust in the Korea-U.S. alliance Seoul should insist on clear conditions, meaningful consultation and commercial safeguards in major investment and security decisions with Washington. 11/2/2026 - 10:01 AM Opinion Desk

 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

 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 .

 經:台灣與 本研擬全面性貿易協議,最快 底簽署  - 直接掌握磋商情況的消息人士透露, 本與台灣正研擬一項涵蓋廣泛領域的貿易協議,可望成為這兩個亞洲科技強權戰略關係的重要支柱,並打破台灣貿易外交的僵局。根據知情人士,協議最快有望於今 底簽署。 繼續閱讀..

 [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 .

 The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout  - 2027 is largely locked in. 2028 is less secure: a prolonged Texas permit freeze is now the biggest single risk to the US buildout, and both parties are…

 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 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑 −

↺5¼d STMicroelectron…-7.5% miss 🔴

↺6¾d NXP Semiconduct…

↺34h Tower Semicondu…

↺5d X Fab Silicon F…78% beat 🟢

 Fraunhofer IPMS advances chiplet integration and low-power memory  - Fraunhofer IPMS will showcase new semiconductor technologies at SEMICON Europa 2026 in Munich, highlighting advances in chiplet integration,…

 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...

 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

 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...

 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...

 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] Samsung Reportedly to Exit 8-Inch Foundry by 2030 as TSMC Also Cuts Capacity  - Samsung Electronics is accelerating its shift away from mature-node manufacturing as it refocuses its foundry strategy. According to The Elec, citing industry sources, the company has notified customers of plans to exit the 8-inch foundry business entirely by the end of 2030, redirecting workforce a......

 Growth demands deregulation, not just spending (KOR)  - Growth demands deregulation, not just spending (KOR) President Lee Jae Myung's budget promises future investment, but deregulation, power infrastructure and sustainable financing will determine whether it delivers lasting growth. 11/2/2026 - 07:33 PM Opinion Desk

 Quantum Interconnects Link Two 120-Qubit Processors (IBM Research)  - Researchers at IBM Research published “Meter-scale quantum interconnects between large quantum processors.” Abstract Excerpt: “Modular quantum architecture requires long-distance quantum interconnects to stitch together individual processor modules. Such interconnects, long-distance couplers or...

 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

 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…

 Avnet Silica signs Teltonika Networks for industrial connectivity  - Avnet Silica is expanding its support for industrial connectivity following a distribution agreement with Teltonika Networks. It covers, for example, modems, routers, gateways and switches. And also Teltonika’s remote management […] The post Avnet Silica signs Teltonika Networks for industrial connectivity...

 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.

 Jevons’ Paradox and the Silicon Roadmap  - Jevons’ paradox may fuel AI demand, but the silicon roadmap could determine which chips retain their value and which become stranded assets. The post Jevons’ Paradox and the Silicon Roadmap appeared first on EE Times .

 The Compass: Finding Tomorrow in the Minds of Yesterday  - What makes a breakthrough possible? Intelligence, certainly, but also curiosity, persistence and the courage to follow an idea before anyone can see where it leads. Sunil Mehta’s novel The Compass builds its premise around this question. Four students discover a mysterious compass that allows them to...

 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

 Ed Works The Whitehall Angles  - The budget may have been a bit hum-drum but behind the scenes Turf Wars over the AI Biosecurity Lab’s £300 million budget are being fought by the Whitehall Warriors, Ed […] The post Ed Works The Whitehall Angles 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…

 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....

 Samsung chief visits global R&D hub for AI chip enhancement in Japan  - Samsung chief visits global R&D hub for AI chip enhancement in Japan Lee Jae-yong visited the Advanced Package Lab in Yokohama, which only recently opened in September. 11/1/2026 - 03:08 AM

 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 
🇺🇸🇨🇦  ---  🌑 −

↺4¾d Intel86% beat 🟢

↺5¾d Everspin Techno…-54% miss 🔴

51h Microchip Techn…

21h Globalfoundries

3¼h Skyworks Soluti…

27h Wolfspeed,

↺21h ON Semiconducto…-28% miss 🔴

27h Coherent

51h Lumentum20% beat 🟢

 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.

 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.

 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 .

 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 .

 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。...

 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

 Beyond the robots: Three companies to watch at FIX 2026  - Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just as interesting.

 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

 High inventories threaten Taiwan manufacturing PMI expansion

 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

 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

 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 ....

 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.

 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...

 Sandgrain appoints Jan Jager as CEO  - Eindhoven-based deep-tech cybersecurity specialist Sandgrain has announced the appointment of Jan Jager as chief executive officer, effective 1 November.

 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...

 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 ...

 Holographic Optogenetics and Two-Photon Imaging Drive Learned Motor Skills  - Using optogenetics, combined with holographic light patterning, researchers uncovered new information about how the brain drives learned movements and activities like learning to play the piano. Their findings could be used to boost learning, restore memory, and develop brain-computer interfaces that...

 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]

 Google 太空資料中心首顆晶片啟動,Gemma 4 模型在軌運作還寫詩  - 在 30 的一篇官方部落格文章中, Google 表示已成功啟動實驗衛星上的 TPU 晶片,且讓衛星搭載的 Gemma 4 模型能根據提示詞完成任務,創作出一首關於身處太空的俳句(haiku)。

 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...