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testing the index display -lithos | Philadelphia Semiconductor Index (SOX) -2.32% | NASDAQ 100 Technology Sector (NDXT) -1.27% | S&P 500 Index (GSPC) +0.02% //
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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

↺6½d SK Hynix-35% miss 🔴

↺5½d Samsung Electro…-16% miss 🔴

↺5¾d United Microele…-5.8% miss 🔴

↺4¾d ASE Industrial11% beat 🟢

 Semi. Fabs and Clean Rooms
4h ago: Recent posts show TSMC accelerating leading-edge capacity driving Taiwan GDP growth to 14.4% YoY, SK Hynix HBM4 in mass production with yields exceeding expectations and DRAM/HBM sold out through 2029, Tower Semiconductor targeting $1.1B silicon photonics run rate with Japan expansion ahead of schedule, and SEMI Foundation advancing cleanroom workforce micro-credentials.

 China’s EDA champion buys start-up to address weak link, support Huawei’s Tau Scaling Law  - Empyrean’s purchase of Easy-Logic highlights efforts by Chinese firms to reduce reliance on Western chip-design software providers

 KOSPI Defies 'Black Monday' Fears, Rebounds Strongly  - The domestic stock market, which had been feared to experience a 'Black Monday' due to the sharp decline in U.S. semiconductor stocks, defied expectations and closed strong.

 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...

 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.

 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.

 DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race  - Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the AI chip supply chain grows more complex. Colley Hwang, chairman and CEO of DIGITIMES, said Taiwan's semiconductor success...

 Samsung chairman Lee Jae-yong turns to Japan for AI chip packaging edge

 Schneider and Foxconn accelerate modular AI factory deployment as token usage surges 60-Fold

 Foxconn takes AI beyond clinical software with hospital partnerships and medical robotics

 MediaTek pins second ASIC project and customer to 2028

 Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains

 Exclusive: Metal adhesion poses challenge for aluminum nitride in AI optics

 Nvidia to become Naver’s third-largest shareholder

 Foxconn's FII, FIT join forces to tackle AI data center bottlenecks beyond computing power

 Dixon turns to joint ventures, components as price-led growth leaves margins thin

 What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy

 Dixon maps AI hardware expansion through Inventec, Gemtek, prospective packaging partners

 Sam Altman meets with Samsung, SK as memory crunch deepens

 China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition

 Lite-On boosts 2027 capex as AI race raises stakes for CSPs

 Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI

 Kioxia's AI storage boom faces a test as pricing gains moderate, shipments shift

 Rebuilding the American edge: How TSMC is driving US manufacturing and economic opportunity

 Meta reportedly advances humanoid robot development with Chinese partner Fourier

 Apple Intelligence heads toward paid tiers in 2027, yet AI usage limits leave key questions unanswered

 India's Mivi opens electronics plant in Hyderabad as it moves into smartphones

 FuriosaAI raises US$620 million, quadruples valuation to challenge Nvidia

 Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group

 Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM

 Foxconn sees double-digit growth amid 2027 K-shaped AI market

 Canada invests CAD1.6 billion in Cohere to build AI independence

 Musk may let TSMC run his Texas chip fab as his go-it-alone plan stalls

 The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost

 Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch

 Nytex targets 35% of sales from high-end materials by 2027

 Nvidia's Korea robotics push gains ground as LG starts data factory operations

 Lite-On reports record third-quarter profit as AI revenue exceeds 30%

 GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge

 India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

 Column: Samsung's memory boom reshapes its investment strategy

 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…

 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

 Driven by AI chip boom, Korea poised to become world's fourth $1 trillion exporter  - Driven by AI chip boom, Korea poised to become world's fourth $1 trillion exporter Robust AI-driven semiconductor demand is set to make Korea the fourth country ever to record $1 trillion in annual exports, with the milestone expected to be crossed later this month. 11/1/2026 - 04:34 AM News Team

 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...

 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑 −

↺4½d STMicroelectron…-7.5% miss 🔴

↺6d NXP Semiconduct…

↺12h Tower Semicondu…

↺98h X Fab Silicon F…78% beat 🟢

 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...

 Analyst Predicts Foreign Investors' November Return Amid Market Volatility  - He mentioned that risk assets with much higher volatility than the Nasdaq, such as the Philadelphia Semiconductor Index and Bitcoin, have consistently shown a strong rebound starting from November when

 Won-Dollar Rate Drops Day, Rises Night

 South Korea court upholds fine as Broadcom coerces Samsung into contract

 Hanmi partners with FuriosaAI to localize digital health AI in Korea

 Industry Minister Accelerates Semiconductor Fab Timeline by Two Years

 KOSPI 37% Drop Spurs Retail Shift to U.S. Stocks

 Korea retail investors dump KOSPI and chase U.S. stocks, led by 3x chip ETFs

 Kim Jung-kwan accelerates Korea mega fab projects by over two years

 South Korea's $1T Exports Mask Semiconductor Over-Reliance

 LS Electric Advocates DC Grids for AI Power Demand

 Foundry W Management Rights Sale Valued at 110 Billion Won

 Foundry W seeks sale of management control in Korea for 110 billion won

 Hanmi Pharmaceutical Transitions AI Infrastructure to Domestic Servers

 1,600 Trillion Won Mega Projects Must Go Beyond Semiconductor Plants

 Lee Jae-myung pivots budget to spread growth to youth and regions in Korea

 KOSPI Rebounds Despite Individual, Foreign Selling

 Pension funds lift Korea stocks as chip giants lead KOSPI rebound

 Korean retail investors dump Samsung, SK hynix as big tech cash flows strain

 KOSPI Rebounds 2.24% Overcoming Intel Shock

 KOSPI Rebounds 2.24% Despite U.S. Semiconductor Slump

 Institutions lift South Korea stocks as KOSPI rebounds despite Intel shock

 Samsung Electro-Mechanics CEO Urges Execution to Seize AI Opportunities

 Samsung Electro-Mechanics boosts AI push, urges execution to seize parts boom

 Lee pushes ‘growth for all’ as South Korea unveils 821t-won budget

 KOSPI Opens 1% Lower on Intel Plunge Impact

 People Power Party snubs President Lee’s budget speech in South Korea

 New Books Explore Buddhism, Critical Thinking, Art, Fashion, Investment

 Taiwan Expands Semiconductor Export Controls to Mainland

 Taiwan tightens China chip export controls, adds penalties and closes loopholes

 South Korea Unveils 3 Trillion Won Construction Fund

 OCI group reshapes leadership, launches semiconductor materials unit

 South Korea launches 3 trillion-won fund to boost global construction push

 OCI Group Restructures for Semiconductor , AI Growth

 Semiconductors drive South Korea profits as exporters and KOSPI lag

 52-Year Intel Shock Triggers KOSPI Plunge

 Triple your Nintendo Switch 2's storage for just $99  - A 34% price cut at Amazon means you can get the Samsung P9 512GB microSD Express card for the Nintendo Switch 2 for just $99.99 right now.

 Thales and Landis+Gyr Simplify Smart Meter Connectivity  - Thales and Landis+Gyr have announced a partnership to make smart meter connectivity easier to manage across large utility networks. The…

 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…

 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...

 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 .

 Mikroe Click board for south-pole sensing  - UNI Hall 3 Click from MIKROE is a compact add-on Click board designed for contactless magnetic sensing applications. This board is based on the A31015KEWALT-47SN, a nanopower, ratiometric 1D linear […] The post Mikroe Click board for south-pole sensing appeared first on Electronics Weekly .

 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,...

 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.

 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...

 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

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑 −

↺95h Intel86% beat 🟢

↺5d Everspin Techno…-54% miss 🔴

73h Microchip Techn…

43h Globalfoundries

25h Skyworks Soluti…

49h Wolfspeed,

82m ON Semiconducto…

49h Coherent

↺7d Amkor Technolog…-3.8% miss 🔴

73h Lumentum

35m: AMD to report Q3 results following disappointing showing from Intel

2¼h: ARM to Post Q2 Earnings: Should the Stock Be in Your Portfolio Now?

2½h: Sandisk (SNDK) Flags Memory Recovery As AI Fund Unwind Tests Sector Confidence

2½h: Datadog Before Q3 Earnings: What's in the Cards for the Stock?

3¼h: Intel Gets Price Target Revamp but Keeps One Major Catalyst

3½h: EchoStar Gains on SpaceX Talks; Lumentum, Marvell Reach Deal | Stock Movers

3½h: Marvell To Buy Lumentum For $115 Billion, Creating AI Connectivity Leader

3¾h: Marvell to Acquire Lumentum in $115 Billion All-Stock Deal

4h: Wi-Fi 6, Wi-Fi 6E and Wi-Fi 7 Chipset - Global Strategic Business Report 2026: Capitalize on 13.3% CAGR to $90.7 Billion by 2032; Outmaneuver Broadcom, Qualcomm, Intel and Mediatek

4¼h: Global Superconducting Quantum Computing Market Report 2026: Size, Trends, and Forecast | Capitalize on the $6.57 Billion Market by 2030 with Google, IBM, Intel, and Fujitsu

4¼h: Marvell Is Making a $115 Billion Mistake With Lumentum Purchase

5h: Marvell Buys Lumentum in $115 Billion AI Connectivity Deal

5h: Advanced HVAC Control Market Forecast to Reach $14.8 Billion by 2035 as Smart Building Adoption Accelerates | Honeywell, Johnson Controls, Carrier and Siemens Lead the Industry

5¼h: Marvell goes all in on with historic Lumentum deal

5¼h: Marvell Agrees to Buy Lumentum in $115 Billion All-Stock Deal

5¼h: Will AI stocks rebound? A closer look at last week's tech sell-off

5½h: Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase

5½h: Micron Stock Climbs as Memory Chip Shortages Could Last Until 2030

6¼h: Motorola to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

6¼h: Micron Stock Needs Markets to Clear These 3 Hurdles

 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 .

 SK 海力士 Q4 營益估首破 100 兆韓圜 券商喊買進  - AI 應用持續推升記憶體需求,加上大規模股東回饋計畫,韓國記憶體大廠 SK 海力士(SK Hynix)有望迎來價值重估。韓國 KB 證券(KB Securities)11 2 指出,儘管 SK 海力士獲利屢創新高,股價仍明顯遭到低估,因此維持「買進」評等及目標價...

 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.

 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

 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 .

 [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......

 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

 力晶投控出手了!提告違法公開收購股權 籲請政府嚴查鉅額金流合法性  - 針對外界「揪團賣股」向不特定股東期約以超過新台幣136億元收購20%股權,力晶創新投資控股股份有限公司(力晶投控)2 正式對林緯程等發起人及隱身幕後的不詳「買家」採取法律行動,同時籲請金融機構及主管機關關注不明金流是否涉及洗錢、開立履約帳戶是否合法、可疑境外鉅額資金介入台灣半導體產業鏈的動機。...

 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 .

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

 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.

 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....

 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

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

 「延續黃崇仁上市櫃心願!」力晶 11/25 召開股東臨時會,全面改選董監事  - 力晶近 公告將於 11 25 召開股東臨時會,討論公司章程修訂,及全面改選董事、監察人。根據力晶致全體股東的一封信,盼望延續力晶集團創辦人暨本公司前董事長黃崇仁朝上市櫃邁進的心願。 繼續閱讀..

 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...