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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺8½h SK Hynix

16h Samsung Electro…

17h United Microele…

41h ASE Industrial

 Semi. Fabs and Clean Rooms
4h ago: TSMC is ramping CoWoS advanced packaging capacity to 130k wafers/month by end-2026 with AP8 and AP7 fabs leading the charge. Murata’s Izumo plant for AI-server MLCCs is reaching full capacity ahead of schedule. Cleanroom and filtration expansions are accelerating globally due to AI demand. Hybrid bonding and CMP flatness remain key yield bottlenecks. Singapore precision engineering output up 31% YoY led by semiconductor equipment.

 Intel to Acquire Classiq to Create a Full-stack Quantum Computing Platform  - ANTA CLARA, Calif. & TEL AVIV, Israel–(BUSINESS WIRE)– Intel Corporation today announced that it has entered into a definitive agreement to acquire Classiq, a leading provider of quantum computing software. The combination of Classiq’s synthesis platform with Intel’s spin-qubit manufacturing and...

 South Korea's GNI Per Capita to Hit $40,000  - The Bank of Korea stated, "Despite sluggish private consumption, facility investments such as semiconductor manufacturing equipment increased significantly."

 South Korea nears $40,000 per-capita income as exports and investment surge

 Samsung Fined 20.1 Billion Won Over Deceptive Gaming Ads

 Wage Workers Decline First Time Since COVID-19

 Korea antitrust watchdog fines Samsung over hidden game performance throttling

 Broadcom Partners on $63 Billion Financing for Anthropic AI Chips

 Foreign Investors' Return to Korean Stocks Delayed Until Mid-November

 Meta's $95 Billion Stock Issuance for AI

 KICT Unveils Hollow PC Column Method for 30% Faster Construction

 KICT unveils hollow PC column to speed Korea megaprojects by 30%

 Anthropic spotlights AI catastrophe risks in SEC filing while touting benefits

 Alice Shares Surge 22% on Tech Rally

 Intel Acquires Classiq to Become Full-Stack Quantum Computing Provider

 Intel buys Classiq to build full-stack quantum computing business

 Elice rebounds on KOSDAQ as AI sentiment improves after Wall Street tech rally

 Korean ministries battle over 63 trillion won excess tax and control

 HyperAccel hires ex-Samsung Securities CFO Kim Jun-yeon to court global investors

 Global IBs tout Korea stocks as foreigners dump 200 trillion won

 Anthropic IPO filing lifts New York stocks as AI outlook brightens

 Micron Bets on 3D DRAM as Samsung, SK Hynix Pursue Dual 4F² and 3D Paths

 Global IBs Maintain Bullish KOSPI Outlooks Amid Foreign Selling Spree

 Micron backs 3D DRAM as Samsung, SK run two-track race amid China push

 Consumer Sentiment Declines on Stock Market Drop

 Anthropic IPO Push Lifts New York Stock Market

 [News] TSMC Reportedly Eyes 20% CoWoS Price Hike, Skips Equipment Price Renegotiations Amid AI Demand Surge  - As increasingly large AI accelerators strain advanced packaging capacity, TSMC’s CoWoS supply remains tight. According to supply chain sources cited by Commercial Times, the foundry giant is reportedly weighing price hikes of up to 20%, with some packaging lead times already stretching. The pri...

 Inside Anthropic's S1. It Owns Almost Nothing  - What you need to know: Lease obligations pass $780 billion. Revenue per employee $6.6 million

 外資狂殺台股 3,000 億將補跌千點?法人歷史數據揭「大賣後必有大行情」  - 台股上週四終場收在 46041 點,再創短線新低,外資單 賣超高達 3,025.55 億元,刷新歷史紀錄,接著薔琵颱風來襲休市、光復節連假,台股休市 4 天不交易,又遇到美股科技股慘跌,市場觀望台股明 開盤是否將補跌千點,但法人認為,根據歷史數據回測,每逢大賣後必有大行情。...

 Infineon supplying world’s first 900V GaN monolithic BDS devices to Enphase  - CoolGaN 900V monolithic BDS to be used in IQ Solid-State Transformer for AI data centers

 Inside the Package Powering Modern AI  - TSMC’s CoWoS-S is critical to the artificial intelligence era because it solves the central systems problem facing modern accelerators: computing capability is growing faster than conventional packages can supply data, power, and connectivity. CoWoS-S , meaning Chip-on-Wafer-on-Substrate with a silicon...

 Disassembling a low-tech liquid-leak detector  - What good is a non-networked water sensor? Still good, as long as you remember its existence, and specifically its battery’s impermanence. The post Disassembling a low-tech liquid-leak detector appeared first on EDN .

 Too young to give up, but too broke to dream: Korea's youth face uncertain future  - Too young to give up, but too broke to dream: Korea's youth face uncertain future A stagnant job market, soaring housing costs and widening economic inequality are causing many young Koreans to doubt they will ever be able to marry, own homes or build families. 10/26/2026 - 09:36 AM News Team

 Sensor Interface & Readout ASIC Design Services  - Custom Sensor ASIC Design – From Concept to Silicon Developing a custom sensor interface ASIC requires specialized expertise in analog design, signal conditioning, data conversion, low-noise circuits and semiconductor manufacturing. Whether your application involves industrial sensors, medical devices,...

 'Let's just shove a bigger fan in there and see what happens'  - Techies tiptoed around server to keep it working as company sank

 In Orbit, Useful Life Becomes a Performance Metric  - Google’s Project Suncatcher is testing AI hardware in space, where radiation, cooling, power, and hardware lifetime determine the economics of computing. The post In Orbit, Useful Life Becomes a Performance Metric appeared first on EE Times .

 La batteria dentro il rack  - Un cluster di training può superare le 100.000 GPU. il problema non è soltanto alimentarle: è impedire che il ritmo del calcolo diventi il ritmo della…

 iPhone Duo Teardown: The Most Repairable Foldable Has a Huge Screen Problem  - Apple’s folding iPhone finally made it to our teardown table. Some owners’ screens didn’t make it through setup. After fifteen years of patents and rumors, the iPhone Duo is here,…

 Neural Networks Speed 3nm Nanosheet SPICE Simulation (TU Munich)  - Researchers at Technical University of Munich published “NN-Based Transistor Modeling for Ultra-Fast SPICE Simulation and Standard Cell Library Characterization.” Abstract: “Neural network (NN)-based transistor models have proven to be a promising solution to accelerate device modeling. Although...

 Tiny Atomic Defects Reveal a Quantum Secret Hidden Inside an Unusual Metal  - Atomic-scale defects in an unusual metal may offer a new way to control quantum states. Scientists at Columbia University have discovered that electron waves can become trapped inside a metal, even when pathways remain available for them to escape. The finding, published in Science, provides the first...

 My Conversation with Dylan Patel and Stacy Rasgon  - Financing, bottlenecks, pricing power, Nvidia, GPUs vs XPUs, enterprise AI.

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑 −

56h STMicroelectron…

13h NXP Semiconduct…

6d Tower Semicondu…

56h X Fab Silicon F…

 Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out  - Meta Platforms has launched approximately US$35 billion of concurrent underwritten public offerings and plans an approximately US$60 billion at-the-market (ATM) program, as it funds capex it expects to reach US$135 billion to US$145 billion in 2026. The company said the equity raises complement operating...

 Nvidia says GPUs last 8 years, unlocking AI financing

 FANUC raises forecast as AI, automation demand drives record revenue

 Fujifilm expands South Korean capacity to meet AI chip demand

 US designates helium as critical material amid Middle East supply shock

 AMD, Nvidia target substrate capacity amid 4x expansion constraints

 The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss

 Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit

 Mitsubishi Materials scales thermistor capacity sixfold amid AI boom

 China AI token debate highlights challenge of monetizing compute

 Broadcom, financial firms agree on US$63 billion funding for Anthropic chip purchases

 Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers

 PSMC capacity crunch holds back Jeju Semiconductor's growth

 SoftBank eyes US$50B Malaysia AI data-center expansion

 AI data centers drive cooling, power, and modular infrastructure demand

 AI spending surges, Microsoft opens exit door to 60,000 employees

 OPTOELEC seeks AI data center orders as Himax advances CPO optics

 Anthropic's IPO filing puts TSMC, HBM, direct leasing at the center of AI compute risk

 Tamil Nadu adds independent chip subsidy route as Indian states vie for investment

 Intel to acquire quantum computing software firm Classiq

 Cheng Mei develops materials for advanced packaging glass substrates

 Samsung Executive Chairman reportedly eyes RX unit visit for humanoid robot push

 DIGITIMES Insights: AI servers move toward 800V DC as vertical power delivery promises higher efficiency, lower transmission losses

 삼성·SK, 내년 2분기 HBM4 8단 양산 출하...엔비디아향 공급  - 삼성전자와 SK하이닉스가 내년 2분기부터 6세대 고대역폭메모리(HBM4) 8단 제품을 본격 양산 출하할 계획인 것으로 파악됐다. 엔비디아가 발열 관리와 공급망 안정성을 위해 차...

 Nexperia builds momentum with continued growth in ...  - Strong cash generation supports continued investment in innovation and resilient supply.

 Korea's youth employment gap with OECD's average hits record high  - Korea's youth employment gap with OECD's average hits record high Average employment rate for those aged 15 to 24 across Organisation for Economic Co-operation and Development (OECD) member countries was 43.2 percent in 2024, while Korea's reached 26.8 percent. 10/26/2026 - 06:00 PM News Team

 中國大拆解輝達 RTX 5090 顯卡!頂級遊戲卡改裝成 AI 伺服器元件  - 你知道為什麼 GeForce RTX 5090 頂級顯卡從零售貨架上消失了嗎?答案就在中國的拆解工廠,根據最新曝光的影片,揭示中國 AI 灰色市場的驚人規模,完整呈現工廠拆解全新的 GeForce RTX 5090 顯卡,並將其改裝以滿足大型語言模型訓練...

 Electronics production growth accelerates on AI demand  - Electronics production growth accelerated across major manufacturing economies in 2026, with demand for AI infrastructure driving particularly rapid expansion in…

 45 years after the I²C patent: the story behind the two wires  - On 22 October 1981, Philips filed a European patent application for a communication system between integrated circuits that would later become known worldwide as the I²C bus. Forty-five years later, the basic principle is still going strong. Two lines, one for data and one for the clock, continue to...

 Former Intel CEO Pat Gelsinger bets on Nagare Labs to vault the memory wall  - SRAM-like bandwidth, DRAM-like density, and NAND-like manufacturing: Z2RAM makes big promises, but the road ahead is arduous and littered with the ruins of failed memory vendors

 Concerns grow over Finance Ministry being sidelined (KOR)  - Concerns grow over Finance Ministry being sidelined (KOR) An editorial warns that sidelining the Ministry of Finance and Economy could turn Korea's proposed Future Response Fund into unchecked spending. 10/25/2026 - 08:32 PM Opinion Desk

 Questioning: Can robots can feel pain?  - Physical AI company AstraQua says it is teaching robots to feel pain

 Palomino gains first commercial purchase order from strategic hyperscaler customer  - PO includes statement of work for delivery of GaN micro-LED communication chips for AI optical interconnects

 CScale exits Stealth with $145m funding for gigawatt-scale AI  - CScale, a Palo Alto startup for optical interconnects, has exited stealth mode with the announcement of $145 million in Series C funding. Nvidia and Intel Capital were among the investors. […] The post CScale exits Stealth with $145m funding for gigawatt-scale AI appeared first on Electronics Weekly...

 Testing Silicon Photonics At Scale  - New test requirements include fiber alignment, coupling efficiency, polarization management, and optical instrumentation. The post Testing Silicon Photonics At Scale appeared first on Semiconductor Engineering .

 RapidusとHCLTech、次世代半導体技術における協業を発表  - ~インドに2拠点の開発センターを開設し、半導体エンジニア育成確保でも協力~

 [News] SK hynix 3Q Earnings Preview: Record Profit at 78% Operating Margin; HBM4, LTAs, Solidigm in Focus  - With Samsung already projecting a 782.5% year-over-year surge in 3Q26 operating profit to KRW 107.4 trillion, SK hynix appears poised to follow suit with record earnings when it reports on October 28. Citing market estimates, South Korean media expect the HBM powerhouse to post an all-time high oper......

 CEO Interview with Lisa Spelman of Cornelis  - Lisa Spelman is CEO of Cornelis , where she leads the company’s efforts to advance high-performance networking for AI and HPC infrastructure. She brings more than 20 years of experience across AI, cloud, enterprise infrastructure, data center operations, product strategy, and go-to-market leadership....

 南亞科 Q3 獲利創紀錄股價卻重挫!長鑫存儲擴產來襲,台灣記憶體廠該怕嗎  - 南亞科 12 公布創紀錄的 2026 第三季財報,不僅單季稅後淨利達 876.3 億元,較去 同期暴增 55 倍,毛利率更從上季 79.5% 再提升到 85.7%,再度刷新台灣半導體晶圓製造業紀錄。 繼續閱讀..

 “Performance” Oryon: Qualcomm’s Little Core ...  - Qualcomm’s Snapdragon X2 Elite uses a hybrid core setup, breaking away from the all-big-core strategy that the company previously used with in-house core designs. ...

 🌔 🇺🇸 Americas 
🇨🇦  ---  🌔 +

60h Intel

↺4½d Western Digital11% beat 🟢

36h Everspin Techno…

↺5½d Texas Instrumen…9.2% beat 🟢

6½d ON Semiconducto…

↺12h Amkor Technolog…-3.8% miss 🔴

 This week’s outside five sigma (#122)  - Cu-Diamond Composite Thermal Vias

 力成先進封裝轉型加速 明 量產、封測漲價添獲利動能  - 封測大廠力成(6239)27 舉行法說會,董事長蔡篤恭表示,公司扇出型面板級封裝(FOPLP)、2.5D/3D異質整合及共同封裝光學(CPO)等技術驗證均按計畫推進,預定2027 量產時程不變。執行長謝永達並透露,隨封測產能利用率攀升、原物料成本上漲及市場供需吃緊,公司已與客戶協商調整價格,漲幅依產品及市場條件不同,從個位數至雙位數不等,可望成為第四季及明...

 Intel buys Classiq to become full-stack quantum computing provider  - Intel is to buy Classiq, a provider of quantum computing software. The combination of Classiq’s synthesis platform with Intel’s spin-qubit manufacturing and existing software would create a user-friendly full-stack quantum […] The post Intel buys Classiq to become full-stack quantum computing provider...

 Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery  - In this episode of The Circuit, Ben Bajarin and Jay Goldberg dissect a massive week in semiconductor earnings and infrastructure developments. The conversation opens with Micron's surprisingly transparent technology webinar, where the company outlined its high bandwidth memory (HBM) roadmap, dismissed...

 Startup Emerges With New Stacked Memory Technology  - Nagare Labs has developed Z2RAM, a memory technology with SRAM-class speed at DRAM-class density

 台積電CoWoS傳漲價2成!AI晶片搶產能 設備交期拉長至8個  - AI晶片搶產能,先進封裝醞釀漲價。供應鏈透露,台積電CoWoS報價醞釀新一波調漲,漲幅上看2成,部分封裝交期已拉長,產能吃緊壓力持續升高。搶產能效應同步延燒設備端,業者直言,客戶已無暇砍價,只要能承諾交期便下單,設備交期最長拉至八個...

 FSS 2027 Workshops  - Optional pre-summit workshops on March 30, 2027: Bridging Blue Tech, Riding the Quantum Wave, Photonics for Cloud and Edge Technologies, plus the co-located IMAPS Florida ATW.

 Tunable gate electrodes could help semiconductors operate at lower voltages  - Smartphones and computers process information by switching the current that flows inside semiconductors on and off. The gate electrode delivers the signal that controls this switching. Until now, gate electrodes have typically ...

 KOA Speer heat shock resistors feature metal glaze resistance film  - A new family of heat shock resistors from KOA Speer Electronics feature a metal glaze resistance film to provide improved high heat and weather resistance. The RK73B-AT resistors also feature […] The post KOA Speer heat shock resistors feature metal glaze resistance film appeared first on Electronics...

 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...

 K-beauty, chips push Korean SME exports to Q3 record  - K-beauty, chips push Korean SME exports to Q3 record Korean small businesses posted a record $33.4 billion in third quarter exports as cosmetics and semiconductor demand surged, with the United States overtaking China as their top market. 10/26/2026 - 04:00 AM News Team

 Brazil draws record Chinese investment. Could Lula’s industrial strategy complicate ties?  - The re-elected leader has championed closer economic ties with Beijing but also wants his nation to move up the value chain

 Nvidia RTX 20, 30, and 40-series GPUs hacked to remove a half-speed AI throttle  - Linux kernel modules lift Nvidia’s half-rate AI tensor limit on GeForce RTX 20, 30, and 40-series GPUs.

 NASA Plans Final Solar Array Upgrades for ISS  - NASA is preparing two spacewalks to complete the International Space Station’s solar power upgrades. Scheduled for October 29 and…

 South Korea urged to guard chip profitability as China’s CXMT and YMTC gain market share  - Report urges Samsung, SK Hynix to sharpen cost competitiveness in commodity memory while doubling down on cutting-edge sectors

 Scientists overcome a hidden obstacle to more powerful quantum ...  - Silicon spin qubits could play a major role in the future of quantum computing because they can be produced using the same semiconductor ...

 Mitsubishi Electric Obtains ISO/IEC 42001 Certification Under International Standard for AI Management Systems  - Combining expertise cultivated in critical infrastructure business with AI governance to provide high-quality, highly reliable products and services

 CEO Interview with Dr. Gleb Tsipursky of Disaster Avoidance Experts  - Gleb Tsipursky, PhD, is the CEO and co-founder of Disaster Avoidance Experts , a consulting and training firm focused on helping organizations adopt AI through employee engagement and practical workflow redesign. He is a behavioral scientist and the author of The Psychology of AI Adoption at Work: From...

 Concerns grow over Finance Ministry being sidelined  - Concerns grow over Finance Ministry being sidelined An editorial warns that sidelining the Ministry of Finance and Economy could turn Korea's proposed Future Response Fund into unchecked spending. 10/25/2026 - 11:01 AM Opinion Desk

 Ambarella - Should you buy?  - A deep dive on the small chip company that put a brain inside the camera, why NXP is reportedly circling it, and whether you should own the business or…

 CJ targets $1.13 billion in sales for Hetbahn, bets on multigrain for growth  - CJ targets $1.13 billion in sales for Hetbahn, bets on multigrain for growth CJ CheilJedang aims to lift Hetbahn sales to 1.5 trillion won ($1.13 billion) by 2028 through protein-rich multigrain rice and a larger U.S. push. 10/24/2026 - 07:31 PM KIM MIN-YOUNG