Semi. Fabs and Clean Rooms 3¼h ago: SK hynix staggering cleanroom and equipment installations to match actual demand amid HBM complexity; HBM orders running more than double current supply. India shifting to commercial production with new lines at CDIL and Suchi Semicon; Tata Dholera targeting 2028. WIN Semiconductors utilization at 75% with 9.2pt margin jump. Coherent doubling 6-inch InP capacity YoY with NVIDIA backing. Structural 3D NAND constraints persist.
Amazon, Apple and Microsoft: New mobile computing platforms take off - Considering current semiconductor constraints, this has been a surprisingly busy October from a systems-release standpoint. The post Amazon, Apple and Microsoft: New mobile computing platforms take off appeared first on EDN .
From Metrology to Autonomy: Why Intel Foundry’s Manufacturing Roadmap Matters - Semiconductor manufacturing has always depended on precise measurement. As devices become more complex and packaging integrates more components, however, measuring individual process steps is no longer enough. Manufacturers need to understand how decisions across fabrication, assembly, and test affect...
Korea clears Kori-3 and Kori-4 nuclear reactors to restart, boosting AI power supply - Korea clears Kori-3 and Kori-4 nuclear reactors to restart, boosting AI power supply The government approved 10-year operating extensions for Kori-3 and Kori-4 nuclear reactors, adding 1.9 gigawatts of power to support growing AI data centers and semiconductor production. 10/28/2026 - 03:10 AM News Team...
Simplifying Industrial Ethernet Industry Response to Growing Complexity - Industrial Ethernet networks are becoming more complex as automation systems demand higher bandwidth, real-time performance and seamless interoperability. Learn how integrated networking approaches can help design engineers simplify development and accelerate deployment.
From Lab to Fab: The Rise of HiPIMS in Semiconductor Manufacturing - High-power impulse magnetron sputtering (HiPIMS) produces denser, better-adhering films than conventional sputtering, but scaling it to 200mm-plus substrates and inline production takes more than turning up the power. Authors from VON ARDENNE describe the engineering investment needed to move the technique...
Blog Review: Oct. 28 - STCO for heterogeneous design; physical AI interactions; signing off AI-generated designs; workload profile analysis. The post Blog Review: Oct. 28 appeared first on Semiconductor Engineering .
甲骨文擴大輝達 Rubin 布局，導入 Vera CPU 支援代理式 AI - 隨著 AI 模型訓練、推論及代理式 AI 應用需求持續攀升，輝達與甲骨文宣布擴大 AI 基礎設施合作，計劃將甲骨文雲端基礎設施（OCI）的 Vera Rubin NVL72 系統部署規模擴展至數 GW，同時宣布 Vera Rubin NVL72 與 Vera CPU 已正式在 OCI 上提供服務，進一步滿足大型...
Right-Sizing Memory - My take on Micron's webinar, from despeccing to who captures value in custom HBM
Broadcom Arranges $63 Billion Deal to Finance Anthropic’s Chips - Chipmaker Broadcom Inc. has arranged a $63 billion deal with Bank of America Corp., Blackstone Inc., Citigroup Inc. and Morgan Stanley to finance the purchase of chips for AI model developer Anthropic PBC.
Banks Eye $21 Billion of Bonds for Broadcom Chip-Financing Deal - Banks are planning to sell as much as about $21 billion of high-grade bonds as soon as early next year as part of a $63 billion funding package that Broadcom Inc. has pulled together to help finance chips for AI developer Anthropic PBC.
Chip Industry Technical Paper Roundup: Oct. 27 - 3D DRAM-on-GPU thermal design; multi-tier CFET self-heating and parasitics; 200G/λ silicon photonics; dry-deposited EUV and e-beam resists; neural-network-based SPICE modeling for 3nm; security-aware 3D CiM mapping; Pt-W absorbers for high-NA EUV masks. The post Chip Industry Technical Paper Roundup:...
Government must break megazone deadlock with labor - Government must break megazone deadlock with labor The Lee Jae Myung administration must resolve workweek exemption talks to give semiconductor investors the certainty they need to move forward. 10/27/2026 - 11:01 AM Opinion Desk
Power Tips #158: Using a programmable logic device as an LLC controller - Inductor-inductor-capacitor (LLC) applications that don’t require a closed control loop can benefit from simple and low-cost implementations. The post Power Tips #158: Using a programmable logic device as an LLC controller appeared first on EDN .
The AI boom has been good for the economy, but not for youth job prospects - The AI boom has been good for the economy, but not for youth job prospects The prevalence of AI along with a rigid labor market has pushed more young people into the secondary job market, where they struggle to break out. 10/26/2026 - 07:21 AM News Team
Nearly 20 Years Later, Physicists Finally Detect a Long-Predicted Effect in Graphene - A nearly 20-year-old scientific prediction has gained experimental support, revealing how graphene’s atomic structure could unlock new possibilities for advanced sensors and electronic devices. A wrinkle in graphene just a few atoms wide can dramatically alter how electricity behaves in the material....
SK hynix says DRAM, HBM booked through 2029 as profit soars to $62B - SK hynix says DRAM, HBM booked through 2029 as profit soars to $62B Record quarterly profit and a massive shareholder return plan lifted SK hynix and Korean chip stocks as AI-driven memory demand extends years ahead. 10/28/2026 - 06:48 AM LEE JAE-LIM
UMC utilization tops 90% in 2H26 as AI demand drives expansion - United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications, and automotive chips continued to drive the mature and specialty process markets.
Microchip adds LX-820 Quartz Oscillator to L-Series for LEO apps - Microchip is adding the LX-820 Radiation-Tolerant Quartz Oscillator to its L-Series of timing devices. The part is designed for Low Earth Orbit (LEO) and other space applications. The L-Series is […] The post Microchip adds LX-820 Quartz Oscillator to L-Series for LEO apps appeared first on Electronics...
Ceva’s Next-Generation NeuPro Brings a Unified AI Platform from Sensors to Infrastructure - Ceva is expanding the reach of its neural processing technology with a next-generation NeuPro portfolio designed to serve everything from always-on sensors to AI infrastructure. The announcement introduces four NPU families sharing a common architecture and unified software stack, giving semiconductor...
Intel Wants a Quantum Business, Classiq Could Help Build One - After years of hardware research, Intel plans to acquire a software platform that connects quantum developers with enterprise users. The post Intel Wants a Quantum Business, Classiq Could Help Build One appeared first on EE Times .
Panasonic adds to EVP series of tactile switches - Panasonic has expanded its EVP-BD, EVP-0B, EVP-CD, and EVP-BX Series of 6.0mm x 6.0mm SMD top-push, 2-terminal tactile switches with the introduction of the EVP-BX (quiet-type) switch. The new addition […] The post Panasonic adds to EVP series of tactile switches appeared first on Electronics Weekly...
Top Ten Q2 EV Vendors - Thanks to TrendForce for this one – the top ten EV vendors in Q2: The post Top Ten Q2 EV Vendors appeared first on Electronics Weekly .
Government must break megazone deadlock with labor (KOR) - Government must break megazone deadlock with labor (KOR) The Lee Jae Myung administration must resolve workweek exemption talks to give semiconductor investors the certainty they need to move forward. 10/27/2026 - 09:06 PM Opinion Desk
Analog Superposition Increases Effective PCM Storage Density (IBM Research Europe) - Researchers at IBM Research Europe published “Superposed analog memory for vector storage in neural networks.” Summary: Researchers demonstrated an analog phase-change memory architecture that stores multiple AI vectors in superposition, increasing effective storage density with a tunable accuracy...
Musk Claims $40 Billion Chips Debt Closed, Yet Talks Ongoing - Elon Musk said SpaceX has closed a $40 billion debt deal to pay for the chips needed to fuel its artificial intelligence ambitions. People familiar with the discussions, though, told Bloomberg News that talks over pricing were still ongoing.
S. Korea Growth Tops Forecast as Chip Boom Masks Weak Demand - South Korea’s economy grew faster than expected in the third quarter as an artificial intelligence-fueled chip boom powered exports and investment, but a contraction in consumption underscored an increasingly uneven expansion that may complicate the trajectory for further interest-rate hikes.
QFX Awarded $9M Contract - QFX, an Oxford University spinout developing hardware infrastrucuture for distributed quantum computing and quantum networking, has been awarded a £6.8 million ($9M) contract by Innovate UK to deliver phase II of its SrROCK development program....
ChipAgents Expands AI Across Chip Design. The Test Is Faster, Verified Results - ChipAgents is expanding its agentic AI platform across digital and analog semiconductor engineering, aiming to connect fragmented design workflows through a common system that can plan tasks, operate engineering tools and evaluate results.
CHIIPS #40 – CHIIPs with Michal Siwinski of Arteris - Don't miss the latest episode of our Electronics Weekly podcast, CHIIPS. It features Michal Siwinski, the EVP, Chief Product and Marketing Officer, GM Security Solutions at Arteris. The post CHIIPS #40 – CHIIPs with Michal Siwinski of Arteris appeared first on Electronics Weekly .
Korea's economy posts surprise 1% growth in Q3 propelled by semiconductor exports - Korea's economy posts surprise 1% growth in Q3 propelled by semiconductor exports The country's economy expanded 1 percent in the third quarter, putting annual growth above the central bank’s forecast despite weak consumer spending. 10/27/2026 - 05:36 AM News Team
Two SK hynix leveraged ETFs to shut down after just 3 months - Two SK hynix leveraged ETFs to shut down after just 3 months Tradr ETFs will close its long and short SK hynix funds after both posted losses within months of launching. 10/27/2026 - 12:06 AM News Team
Q3 PCs down 21%, Q4 forecast to be down 27% - Q3 PC shipments fell 21%, says Counterpoint Research, and a further 27% drop is expected in Q4. Q3 shipments fell to 57 million units versus 72.2 million units in Q3 […] The post Q3 PCs down 21%, Q4 forecast to be down 27% appeared first on Electronics Weekly .
ST forecasts $4bn Q4 - ST reported Q3 revenues of $3.76 billion, gross margin of 37.3%, operating income of $367 million, and net income of $291 million and operating income of $429 million. Jean-Marc […] The post ST forecasts $4bn Q4 appeared first on Electronics Weekly .
Nvidia trims HBM4 bandwidth for Rubin platform, sources say - Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced 22TB/s to 19.2TB/s, a reduction of about 13%. South Korean industry observers said the move could increase supply flexibility...
Fix outdated rules on nuclear plant extensions (KOR) - Fix outdated rules on nuclear plant extensions (KOR) Korea should speed reactor extension reviews without compromising safety as power demand rises for AI and chip industries. 10/28/2026 - 08:32 PM Opinion Desk
ChipAgents Expands Full-Stack Agentic AI Across Digital and Analog Chip Design - ChipAgents, the category leader in agentic AI platforms for semiconductor design, announced the expansion of its AI-native engineering platform across digital and analog chip design, bringing more of the semiconductor development flow onto a shared agentic foundation. The post ChipAgents Expands Full-Stack...
The Chip Insider®– SEMICON West wrap - Inside G. Dan Hutcheson’s latest analysis: More than 35,000 attendees examined shared industry challenges from geopolitics, power, and water to workforce, while big questions surfaced around CXMT’s DRAM, Terafab’s EUV access, and the next downturn.
AI Demand Revives Magnetic Tapes, HDDs - A source from the semiconductor industry stated, “As the AI industry grows, the importance of technologies that store vast data at low cost and power also increases.
LMI Acquires Vitronic's Weld Seam Inspection Business Unit - LMI Technologies has acquired the Weld Seam Inspection business unit (WSI) of Vitronic Machine Vision. The WSI business unit specializes in delivering turnkey inspection systems, including advanced edge AI vision capabilities, to the complex environment of safety-critical post-weld inspection. VITRONIC...
AST SpaceMobile Secures Spectrum in Brazil - Brazil’s vast geography has long made mobile coverage a challenge, particularly along highways and in agricultural regions. AST SpaceMobile…
[News] CXMT Reportedly Ships HBM3E Samples, Eyes Production Within 2 Months Despite 20–30% Yields - China's CXMT is reportedly preparing to begin limited production of HBM3E despite significant yield challenges. According to Reuters, citing sources, CXMT's HBM3E yields currently stand at just 20% to 30%, well below the approximately 70% achieved by South Korea's SK hynix. The company has reportedl......
A viable alternative to braided shielded cable - Braided shielded cable is the standard, but a new alternative may provide superior RF performance along with other beneficial attributes. The post A viable alternative to braided shielded cable appeared first on EDN .
Transitioning Legacy Aircraft Power Architectures to High-Density Switching Supplies - High-density switching supplies help modernize legacy aircraft power systems while addressing obsolescence, efficiency, integration, and compliance challenges. The post Transitioning Legacy Aircraft Power Architectures to High-Density Switching Supplies appeared first on EE Times .
Optical Thermometry in Monolayer WS2: Raman and Photoluminescence Spectroscopy from 5 K to 1273 K - Reliable temperature measurement is essential for characterizing and engineering two-dimensional (2D) semiconductor devices, yet optical thermometry of 2D materials has so far been demonstrated only over narrow temperature windows spanning a few hundred kelvin. Here, we establish a comprehensive optical...
Photoinduced charging and spatially selective photochemistry on ferroelectric surfaces - …interfacial reactions on uniformly polarized ferroelectrics and domain patterns, for dry surfaces and surfaces in contact with an electrochemically active solution. A common semiconductor transport and charge-conservation framework distinguishes five cases: an isolated dry ferroelectric, a dry ferroelectric...
Applied Materials Boosts BE Semiconductor Stake to About 20% - Applied Materials Inc. boosted its stake in fellow chip-equipment maker BE Semiconductor Industries NV and said it plans to work more closely with the European company, which is becoming a more important part of the AI computing supply chain.
Optica Names 2027 Fellows Class - The board of directors of Optica recently elected 116 members from 23 countries to the society’s 2027 fellow class. Optica Fellows are selected based on several factors, including outstanding contributions to research, business, education, engineering, and service to Optica and the optics and photonics...
Flash heating offers faster way to recover critical metal from e-waste - Many electronic devices use flame-retardant plastic as casing in order to reduce the risk of electrical fires. This plastic is formulated using a metal called antimony along with organic bromide compounds. In fact, 39% of ...
The Measurement Gap: Why Metrology and Inspection Is Outgrowing the Industry’s Ability to Supply It - Wafer fab equipment spending is heading toward about $162 billion in 2026, up roughly 25%, and metrology and inspection now account for about 14% of it. Clara Grcevic of Yole Group explains why Yole has raised its 2031 forecast for the segment from $24.7 billion to $31.4 billion, a revision driven mostly...
From 54% to 100%: Scientists Reveal a Potential Breakthrough in Quantum Technology - Scientists have proposed a surprisingly simple way to improve photon absorption using specially engineered waveguides, potentially making future quantum technologies far more efficient. Quantum technologies depend on a process that remains surprisingly unreliable: transferring a single photon between...
Bad news for Besi: ASML is getting into hybrid bonding - Semianalysis identifies ASML as the biggest threat to Besi’s largest growth market, hybrid bonding. Most strikingly, the Duiven-based company felt compelled to respond to the analysis with a statement about its alleged competitor.
How to Evaluate Semiconductor IP Before Integrating It into Your SoC - Choosing semiconductor intellectual property (IP) is a decision about the entire chip development process. A core may provide the required function yet still create substantial work when its interfaces, timing assumptions, verification models, or physical characteristics do not fit the system. For an...
