Semi. Fabs and Clean Rooms 6¾h ago: Samsung Taylor Fab 2 secured full output orders mostly for AMD HBM on 2nm; construction starts this month with mass production 2030. Tesla/SpaceX Giga Texas advanced chip fab accelerating with steel and concrete work targeting test chips mid-2027. Intel 18A capacity ramping to 40k-80k wafers/month with 60% yield gains; released 14A PDK 0.9. Edwards Vacuum opened new US pump plant; India advancing SiC and advanced packaging fabs in Odisha.
Winbond profit surges 12-fold in 3Q26 as gross margin tops 70% - Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion), up 37.6% from the previous quarter and 278.2% from a year earlier. Gross margin climbed to 70.6%, while operating margin...
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...
Blue Laser Fusion Raises $34M - Blue Laser Fusion, a developer of advanced pulsed laser technology for directed energy defense systems and inertial confinement fusion energy, completed its financing transaction and alternative public offering. Financing was executed via a private...
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.
TDK invests JPY100B in physical AI sensors, targets 2029 production - Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor production. The company aims to double capacity by fiscal 2030, which runs from April 2030 to March 2031, to capture demand...
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 .
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...
Hardware Defense Blocks Memory-Dependent Prefetcher Leakage (KU Leuven) - Researchers at KU Leuven and EURECOM published “SecDMP: Provably Secure Data Memory-Dependent Prefetching.” Abstract Excerpt: “In this work, we address this gap by designing a defense that is both secure and efficient. First, we propose a classification of DMP leakage, categorize existing and novel...
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...
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 ....
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...
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 .
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...
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 .
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.
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 .
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
Gemtek joins three optical standards groups for AI data center development - Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability, power use, scalability, and supply-chain integration across global data-center networks, while giving the company...
Researchers Discover a New Way To Control Magnetism Without Changing a Material’s Chemistry - Neutron experiments have uncovered an unexpected connection between magnetic structure and electrical behavior. A gentle squeeze can change the magnetic structure of certain crystals and alter their electrical behavior. Scientists at the Department of Energy’s Oak Ridge National Laboratory (ORNL) demonstrated...
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...
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 .
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.
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,...
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Top Ten (+10) Semiconductor Companies In Q2 - Thanks to Semiconductor Intelligence for this one – the top 20 semiconductor manufacturers in Q2 measured by revenue. The post Top Ten (+10) Semiconductor Companies In Q2 appeared first on Electronics Weekly .
Generalized Lorentz Framework for Active Semiconductor Quantum Surface Plasmonics - Nanostructured semiconductors provide an actively tunable platform for light-matter interactions across a broad spectral range. As feature sizes shrink to the deep nanoscale (~10 nm scale), nonclassical carrier dynamics and surface plasmonic responses become prominent, creating substantial challenges...
ICT discontinues Improve - ICT Group has decided to stop the activities of Improve, its subsidiary specializing in testing, quality management and requirements engineering.
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...
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...
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 .
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...
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
TechInsights Identifies Five Trends Reshaping the Semiconductor Market - Outlook examines how AI-driven demand is reshaping supply, technology investment, sustainability and the products that reach consumers. The post TechInsights Identifies Five Trends Reshaping the Semiconductor Market appeared first on Semiconductor Digest .
Using for AI for Root Cause Analysis of Simulation Failures - I’ve been working with AMIQ EDA for almost nine years now, writing about their cool technologies and interviewing users about their experiences. I’ve read through more user guides and release notes than I can count. I’ve watched many dozens of video clips showing how to use their products. I’ve...
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
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...
Kospi jumps 2.2% as investors buy 'historic discount' - Kospi jumps 2.2% as investors buy 'historic discount' Korea’s benchmark index climbed 2.24 percent as institutional bargain hunters bought semiconductor shares, while the won weakened against the dollar. 11/2/2026 - 03:33 AM
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
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 .
