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↺43h Microchip Techn…-68% miss 🔴

↺73h Globalfoundries15% beat 🟢

↺91h Skyworks Soluti…13% beat 🟢

↺67h Wolfspeed,-1.8% miss 🔴

↺4¾d ON Semiconducto…2.3% beat 🟢

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↺5d Lumentum-1.6% miss 🔴

 Semi. Fabs and Clean Rooms
-54m ago: U.S. semiconductor fab construction and cleanroom expansions are advancing rapidly under the CHIPS Act, with TSMC Phoenix ramping N4 production and preparing 3nm, Samsung Taylor fab nearing 2026 operation, and Micron's New York megafab groundbreaking progressing toward 2030 production. Cleanroom space remains the primary constraint industry-wide.

 WEBINAR: Porting, Analysing & Optimising AI Models onto Edge GPUs  - Modern AI models are opening up new possibilities at the edge. Turning those possibilities into responsive, efficient applications, however, requires more than choosing hardware with an impressive TOPS figure. Developers need to understand how models behave on their target devices, where performance is...

 Seagate celebrates International STEM Day year-round  - Life at Seagate Seagate celebrates International STEM Day year-round Seagate employees inspire the next generation through hands-on STEM learning around the world, all year long.

 Substrate shortages emerge as AI chip market’s new bottleneck  - Substrate shortages emerge as AI chip market’s new bottleneck Samsung Electro-Mechanics and LG Innotek are expanding AI substrate capacity as long-term customer deals fuel growth but demand still outstrips supply. 11/6/2026 - 05:00 PM News Team

 Nvidia’s AI Chip Exports Emerge as Target in Democratic Congress  - Nvidia Corp. is in for tougher scrutiny from a new Democratic majority in Congress that’s set to demand answers from Chief Executive Officer Jensen Huang about whether the company is doing enough to keep its coveted artificial intelligence chips out of the hands of China and other US adversaries.

 Chances are, US-China truce will be extended at Shenzhen Apec summit  - The relationship between the US and Chinese leaders will be critical to consolidating the detente and developing cooperation on key issues

 AMD Q3 FY26, Annotated  - HBM and margins, Helios’s first revenue, AMD vs. Intel on supply, more

 Taiwan's chipmakers shine brightest in living memory  - The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

 Interview: Infineon's first RISC-V automotive MCU is built for a decade-plus production run  - Infineon Technologies is betting on RISC-V scalability with AURIX RC1, its first RISC-V-based microcontroller (MCU) platform, unveiled this week. A single instruction set lets the platform span everything from very small controllers to real-time vehicle computers and robotic motion controllers, so RC1...

 Avnet Silica expands Teltonika Networks distribution in EMEA  - Avnet Silica has expanded Teltonika Networks distribution through an EMEA-wide master agreement covering industrial connectivity equipment across Europe, the Middle…

 IBM, AMD Mix Quantum and AI at U.S. National Lab  - IBM, AMD, and Oak Ridge launch hybrid quantum-classical system to accelerate quantum-error correction research ahead of 2028. The post IBM, AMD Mix Quantum and AI at U.S. National Lab appeared first on EE Times .

 What my aching back taught me about teaching robots to feel pain  - After years of writing about sensors, a scoliosis diagnosis made me wonder what engineers really mean when they say a machine can ‘feel’.

 Emerson NI PXIe instruments for AI-accelerated automated testing  - Emerson has announced new NI PXI express instruments featuring an AI-accelerated approach to automated test. The goal, says the company, is to make the testing process more accessible to engineering […] The post Emerson NI PXIe instruments for AI-accelerated automated testing appeared first on Electronics...

 Chip Industry Week In Review  - HBM smuggling routes into China; Nvidia H200s held in Hong Kong; Micron pauses Taiwan fab work; Samsung expands HBM base-die capacity; Oracle-Tencent AI chip deal collapses; Bosch builds out semiconductors; S. Korea boosts AI and chip spending; Marvell-Lumentum deal draws scrutiny; more acquisitions,...

 Are we all blue-collar workers? (KOR)  - Are we all blue-collar workers? (KOR) An opinion writer argues that Korea must rethink uniform labor rules as AI reshapes work, creativity and economic competitiveness. 11/5/2026 - 08:27 PM Opinion Desk

 Hybrid integration of a SESAM with a silicon nitride photonic integrated circuit  - …integrated circuits (PICs) requires robust, low-loss coupling between a saturable absorber and a photonic waveguide. In this work, we demonstrate the hybrid integration of a semiconductor saturable absorber mirror (SESAM) with a silicon nitride (SiN) PIC by micro-assembly. This micro-assembly strategy...

 모빌린트, ETRI와 국산 NPU 기술 '레이' 메인 코드 탑재  - 국산 AI 반도체 스타트업 모빌린트가 글로벌 AI 분산 컴퓨팅 프레임워크 생태계에 자사 기술을 성공적으로 안착시키며 하드웨어를 넘어 소프트웨어 호환성 확보에 속도를 내고 있다....

 Manufacturing Outlook 2027: Five Trends Reshaping Capex, Capacity and Fabs  - Explore five trends shaping semiconductor manufacturing in 2027, including 27% capex growth, HBM’s impact on memory supply, packaging bottlenecks, 2 nm capacity and rising emissions.

 Infineon and SOLUM strengthen collaboration on HVDC power solutions for AI data centers  - Firms to expand work across intermediate bus converters, battery backup units and power supply units

 TI simplifies Industrial Ethernet integration for connected factories with the industry's smallest fully featured, multiprotocol communications module  - Pre-certified multiprotocol module and advanced IO-Link master expand TI's industrial communication portfolio to enable a future-ready industrial networking ecosystem

 GSA Awards 2026 nominees  - The Global Semiconductor Alliance (GSA) has announced its 2026 award nominees. The awards will be presented at the GSA Awards Celebration on Thursday, Dec. 10, 2026. The 2026 Dr. Morris […] The post GSA Awards 2026 nominees appeared first on Electronics Weekly .

 DOE Labs and NY Creates Partner to Advance U.S. Microelectronics  - Pilot program connects microelectronics industry with world-class instruments and materials-science expertise at Brookhaven and Lawrence Berkeley National Laboratories to speed innovation and manufacture of advanced semiconductor chips Read the Original News Release Here. UPTON, N.Y. — Two major U.S....

 Are we all blue-collar workers?  - Are we all blue-collar workers? An opinion writer argues that Korea must rethink uniform labor rules as AI reshapes work, creativity and economic competitiveness. 11/5/2026 - 10:01 AM Opinion Desk

 Electronica: Synov-Proto launches as online PCB prototyping service  - Synov Group will be introducing Synov-Proto, its online PCB rapid prototyping service, at electronica in Munich ahead of its launch on 1 December 2026. Aimed at design offices, manufacturers and […] The post Electronica: Synov-Proto launches as online PCB prototyping service appeared first on Electronics...

 3D-Printed Color Router Improves Image Quality in Low-Light Conditions  - Most digital photography devices are equipped with color filters that separate light into three spectral passbands — red (R), green (G), and blue (B) — before light reaches the sensor. The most widely adopted configuration for filtering...

 Community colleges rush to expand semiconductor training as labor shortage looms over US chip industry  - For three years, Ethan Mock worked part time at a gym to make ends meet while taking on more than $100,000 in debt to pursue a degree in business administration. Earlier this year—his fifth and final at Northern Arizona University—he ...

 A System-Level Approach To Protecting 3D-IC Signal Integrity  - Accurate SI analysis must account for interactions across vertical interconnects, interposers, silicon bridges, package transitions, and neighboring high-speed channels. The post A System-Level Approach To Protecting 3D-IC Signal Integrity appeared first on Semiconductor Engineering .

 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
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↺87h PlayNitride-442% miss 🔴

↺4½d Nuvoton Technol…-297% miss 🔴

 Jensen Huang is in the DC Doghouse. And How.  - [Opinion] The US intelligence and policy community seem fed up with Trump’s softened approach to China, and Jensen is seen as a major cheerleader for…

 The Hidden Microcontroller Inside a LoRa chip  - If you’ve ever done anything with LoRa, the chances are you’ve used a LoRa chip or module as a peripheral for a microcontroller, and left it at that. But that’s …read more

 Entegris Acquires Superabrasive Materials Supplier  - The company acquired Advanced Abrasives, a supplier of superabrasives for various apps

 Scientists accidentally solve a chemistry mystery that lasted 60 years  - Diamond Continues to Shine: New Properties Discovered in Diamond Semiconductors . Jan. 14, 2025 — Diamond, often celebrated for its unmatched ...

 AI風雲起 金融新變局》世界先進董座方略:算力需求成長不可逆  - 美國期中選舉結果出爐,全球AI產業高速擴張是否面臨轉折,成為市場關注焦點。世界先進董事長方略6 在法說會指出,AI投資熱潮可能因資金回報、能源供應及環境衝擊等問題出現調整,但全球對AI算力的需求並未改變,長期成長趨勢仍然不可逆。...

 Chips Selloff Worsens as Fears About AI Trade Grip Stock Market  - Shares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections.

 China’s AI chipmakers report first profits, but will the trend continue?  - Sky-high memory costs and other supply-chain difficulties lead major investment banks to pare margin forecasts

 This week’s outside five sigma (#123)  - Cray-3 bare die supercomputer

 Wide-bandgap materials and devices market to grow at 10.5% CAGR from $11.24bn in 2026 to $16.75bn by 2030  - North America held largest market share in 2025, but Asia-Pacific to grow fastest to 2035

 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...

 Il data center senz'acqua consuma più elettricità  - Il circuito chiuso risparmia acqua in loco e consuma elettricità in più. Ogni kWh ha la sua acqua: il conto va fatto fino all’acqua associata alla…

 Tech stocks rebound as mixed Wall Street weighs AI rules, jobs data  - On the day, battered AI-related and semiconductor stocks led a rebound. Nvidia rose 7%, SanDisk 12%, and Micron Technology about 9%.

 Devices aren't lasting as long as they should. Here's why  - Is your new phone already slowing down or are your expensive earphones acting up?

 MIR Microscopy Method Achieves Video-Rate Volumetric Imaging for Live Cells  - Label-free mid-infrared photothermal (MIP) microscopy, a live-cell imaging technique, uses mid-infrared (MIR) light to vibrate the chemical bonds within molecules. Each molecule has a distinctive frequency, and these different frequency signatures can be used to create a map of the cell’s internal structure....

 Persistently High DRAM Prices Drive Adoption of Reballed Memory, with Smartphone Penetration Expected to Reach 7–9% in 2027, Says TrendForce  - TrendForce's latest memory industry research indicates that the sustained rise in mobile DRAM contract prices is driving smartphone brands to increasingly embrace lower-cost reballed memory components, particularly in entry-level and budget models. TrendForce estimates that the penetration rate of reballed...

 UCODE Nxm: Four Features for Trusted RAIN RFID Traceability  - Discover the four UCODE Nxm features that enable trusted RAIN RFID traceability: Brand Identifier, Memory Safeguard, Self-Adjust and Untraceable.

 [News] MediaTek Reportedly Taps Intel Packaging Veteran After TSMC Hire, Advances Dual CoWoS–EMIB Strategy  - MediaTek is strengthening its data center and AI computing business with a senior hire from Intel. According to Liberty Times, former Intel executive Navid Shahriari will join MediaTek as senior vice president on November 9, reporting to the company's president and chief operating officer. He brings......

 Global Semiconductor Alliance Announces 2026 Award Nominees  - The Global Semiconductor Alliance (GSA) is pleased to announce its 2026 award nominees. The prestigious awards will be presented at the GSA Awards Celebration on Thursday, Dec. 10, 2026. This year’s program will celebrate the achievements of the semiconductor industry. The post Global Semiconductor...

 Interview with David Tester VP of Engineering Mach42  - David Tester is the VP of Engineering at Mach42, with 30 years of experience in semiconductor development, engineering leadership, and business growth. As Chief Engineer at EnSilica, he helped transform the company from a design consultancy into a publicly listed fabless semiconductor business, scaling...

 The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference  - Viable Alternative of CUDA Moat, NVIDIA Working Nights & Weekends, Jensen’s Counter Submission, Kimi K3, Meta Muse Spark Open, GLM5.3, TorchTPU, SGLang…

 8 吋晶圓掀漲價潮!TrendForce:明 全球晶圓代工產值有望再衝三成  - TrendForce 集邦科技資深分析師鐘映庭今( 5 )「 2027 科技產業大預測」論壇中指出, 2027 全球晶圓代工產業仍可望成長約 3 成,延續 2026 超過 3 成的成長動能。儘管今 基期已較高,但在 AI 伺服器及通用型伺服器需求推動下,產業仍有機會維持強勁成長。...

 A belated Google Pixel Watch update: In retrospect, why’d I wait?  - Sometimes the primary benefits of a hardware swap end up not being the key features highlighted in the successor’s press release. The post A belated Google Pixel Watch update: In retrospect, why’d I wait? appeared first on EDN .

 In the eye of the Storm  - The life of a Semiconductor analyst in Earnings Season.

 Penguin Solutions to sell Cree LED to Transom  - Penguin transforming into pure-play data-center AI infrastructure solutions company

 EU launches €525 million chip design platform to boost startups  - Nov-5-2026 — The European Commission has launched the European Chip Design Platform (EuroCDP), backed by €525 million in investment to support a new generation of European semiconductor design companies. The initiative, launched by Henna Virkkunen, Executive Vice-President for Tech Sovereignty,...

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77h Jenoptik

6d Ams

77h Infineon Techno…

↺5¼d Tower Semicondu…

 TSMC denies exploring 3D DRAM at Nvidia's request  - Nvidia reportedly asks TSMC to produce '3D DRAM' to address memory shortages.

 Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell  - Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.”...

 Omdia validates Seagate Exos drives  - Artificial Intelligence Omdia validates Seagate Exos drives Omdia validates how Seagate Exos drives help organizations manage AI-driven data growth with greater density, lower costs and improved efficiency.

 How Much Carbon Does an AI-Generated Answer Emit?  - The question sounds as though it should have a simple answer: select the accelerator, look up its power consumption, and calculate the emissions. Real AI infrastructure does not work that way.

 Microchip USB Redriver Makes It Easier to Extend Your Reach  - As embedded systems become more distributed, reliable long-distance USB connectivity is critical. Discover how our USB redriver devices support high-speed data transfer, simultaneous power delivery and robust operation in automotive, industrial and medical environments.

 'I thought yesterday was the bottom': Retail investors reel as Kospi drops below 5,000  - 'I thought yesterday was the bottom': Retail investors reel as Kospi drops below 5,000 Korean investors in chip stocks and leveraged U.S. ETFs face steep losses, though analysts expect an eventual recovery despite near-term uncertainty. 11/6/2026 - 03:28 AM News Team

 Nvidia Boosts Chip Tracking in Southeast Asia to Fight Smuggling  - Nvidia Corp. is stepping up monitoring of AI accelerators sold in Southeast Asia, a strategic step to curtail semiconductor smuggling after criticism it hasn’t done enough to stop shipments from illegally reaching Chinese companies.

 Podcast EP377: Aion Silicon’s Growth and Impact Across Multiple Markets with Oliver Jones  - Daniel is joined by Oliver Jones, CEO of Aion Silicon, a global semiconductor design and engineering company delivering custom silicon solutions for the AI age. He leads the company’s strategy and growth as it continuously helps technology companies bring advanced SoC designs to market from architecture...

 Avicena Deep-Dive  - From #1 hater to ultra bull.

 ASMPT: No Plans To Divest SMT Unit  - The company has decided not to sell or divest its surface mount technology unit

 Diamond Foundry Announces First-Ever D200mm Single-Crystal Diamond  - Breakthrough culminates 25 years of scientific pursuit and establishes a new scale for single-crystal diamond. The post Diamond Foundry Announces First-Ever D200mm Single-Crystal Diamond appeared first on Semiconductor Digest .

 Five trends driving the chip industry in 2027  - The AI-driven demand is disrupting the semiconductor world’s norms, and it’s apparent from the state of the memory chip industry. The post Five trends driving the chip industry in 2027 appeared first on EDN .

 What to look out for at electronica 2026  - At next week’s electronica 2026 in Munich (10-13 November) attendees will focus on key industries that are at the forefront of technology advances, writes Anthony Coia. Semiconductor and electronics materials […] The post What to look out for at electronica 2026 appeared first on Electronics Weekly...

 Europe’s Chip Industry: Perfect Storm or Perfect Timing?  - At SEMICON Europa 2026, Europe’s chip industry will confront a “perfect storm” of geopolitical, technological, and competitive pressures. The post Europe’s Chip Industry: Perfect Storm or Perfect Timing? appeared first on EE Times .

 HiSilicon CS5250: Huawei's First Self-Developed CMOS Image Sensor  - TechInsights confirms Huawei subsidiary HiSilicon's 50 MP CS5250 CMOS image sensor in the Xiaotu S7 PRO MAX action camera. Explore preliminary teardown findings and learn how to access the full technical analysis.

 Asymptotic-Preserving Tensor Neural Networks for 3D High-Field Kinetic Equations with Applications to Uncertainty Quantification  - …regime describe particle transport dominated by electric-field acceleration and collisional relaxation. These equations are widely used in simulations of plasmas and semiconductor devices. Typical models include the Vlasov--Poisson--Fokker--Planck (VPFP) and Boltzmann--Poisson systems. Their high dimensionality...

 Wolfspeed Debuts Transparent Silicon Carbide for AR and Quantum  - Wolfspeed has commercially introduced its proprietary silicon carbide (TSiC) technology, expanding the potential of silicon carbide to enable next-generation augmented reality (AR), quantum computing, and advanced optical applications. The...

 EE Times Magazine – November 2026  - This edition of EE Times Magazine explores advances in semiconductor manufacturing and packaging, farm autonomy, and Canada’s efforts to commercialize emerging technologies. The post EE Times Magazine – November 2026 appeared first on EE Times .

 Second Annual STEM on the Lawn Engages Students in Hands-On Activities  - On Oct. 24, our second annual STEM on the Lawn event brought students and families together for a day of hands-on activities and interactive experiences designed to spark curiosity and inspire future generations of students to explore careers in science, technology, engineering and mathematics (STEM)....

 Glass Is Becoming an AI Infrastructure Platform  - The value of glass will be determined not by its material properties alone, but by whether it can expand the package architecture window and be realized repeatedly at manufacturing scale.

 Statement from Nexperia  - Nexperia B.V. today issues a statement to provide an update on recent legal developments ...

 Memory makers mint megabucks while buyers beg for mercy  - DRAM revenue jumps 369 percent as AI demand keeps supplies tight and prices climbing

 MACOM Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results  - LOWELL, MA, November 5, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal fourth quarter and fiscal year ended October 2, 2026.

 EU mobilizes €525M to boost chip design  - The European Union has unveiled 525 million euros in public funding to help European startups develop and commercialize chips.

 Why Power Efficiency Matters in Enterprise NVMe® SSDs  - As storage demands grow, power efficiency is becoming just as important as performance. This blog post explores how enterprise NVMe® SSDs can improve energy use, support sustainability goals and help designers maximize rack density in modern data centers.

 [News] Intel Reportedly Touts 90%+ Wafer Utilization with Interposer-Free EMIB, Eyes 70+ Bridges per Future AI Chip  - With TSMC’s CoWoS capacity running tight, Intel is spotlighting its advanced packaging technologies, Embedded Multi-die Interconnect Bridge (EMIB) and EMIB-T, as an alternative. According to ZDNet Korea, Kyu-oh Lee, Intel’s Director of Foundry Packaging, said EMIB uses small, localized silicon b......