Semi. Fabs and Clean Rooms 5¼h ago: Samsung raised 2026 capex sharply to ~$53B with new fabs and packaging in US (Taylor) and Korea; Taylor operations targeted 2027. TSMC CoWoS packaging capacity targeting >130k wafers/month in 2026 scaling to 200k by 2027. Legacy node wafer capacity emerging as major 2027 bottleneck. AI labs shifting to custom ASICs at rising ratio. Intel facing yield and foundry loss issues; India’s first major fab on track for mid-2028.
TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy? - Taiwan already manufactures much of the physical infrastructure on which the AI boom depends. Advanced logic, packaging, substrates, testing, power delivery, cooling, and server assembly can all be sourced through an unusually dense industrial base.
Chip Industry Week In Review - HBM shortages threaten AI expansion; TSMC weighs price hikes; advanced packaging ramps; domain-specialized AI models; Infineon and UMC boost fab investments; Intel's quantum move; Lam and imec advance 3D integration; Google expands TPUs; AI-driven earnings; CPU benchmarking methodology for agentic AI....
Podcast EP376: Samtec’s Recent Pariticpaion in High-Profile Shows with Matt Burns - Daniel is joined by Matthew Burns. Matt develops go-to-market strategies for Samtec’s Silicon-to-Silicon solutions. Over the course of 25 years, he has been a leader in design, applications engineering, industry standards, technical sales and marketing in the telecommunications, medical and electronic...
China's memory module bellwethers post record profits as 3Q26 momentum fades - China's listed memory module makers, whose results offer an early read on how the global memory upcycle is reaching the country's storage supply chain, reported net profit gains of more than 300-fold at the top end for the first nine months of 2026. Yet several of the largest players also posted sharp...
Can eBooks survive? - in 1998 the eBook was emerging to meet with considerable scepticism. In October 1998 EW carried this account of the debate. ‘At a recent eBook conference in the US, […] The post Can eBooks survive? appeared first on Electronics Weekly .
Kospi plunges 3.5 percent as AI doubts hammer Korean chip, auto stocks - Kospi plunges 3.5 percent as AI doubts hammer Korean chip, auto stocks Seoul shares tumbled as foreign investors sold heavily amid renewed concerns over AI spending returns and weak corporate earnings. 10/30/2026 - 03:45 AM
[News] Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double - While Samsung’s memory business rode the AI boom to record 3Q26 earnings, signs of a turnaround are emerging in its foundry division. According to Financial News, Samsung expects demand for its 8nm-and-below processes to exceed capacity, with utilization projected to surpass 100% in 2027. Meanwhil......
Spotlight on Bright Minds: From the NXP Cup to Real-World Embedded Software - Meet Radka Ďuriačová, a Software Intern in the MCUXpresso Middleware Multimedia team in Brno, Czech Republic. Her journey with NXP started with the NXP Cup, where she discovered how much she enjoyed bringing hardware to life through software.
The Future of Electromagnetic Shields Could Be Lighter, Stronger, and Greener - Researchers are exploring a new generation of electromagnetic shielding materials that combine exceptional conductivity with improved strength and flexibility. Electromagnetic shielding materials must block unwanted signals without adding excessive weight or sacrificing durability. Conventional options,...
Titanium boosts thermoelectric performance of thin films by 250-fold - Every electronic device, factory and vehicle generates heat that often goes to waste. What if that energy could be recovered to generate electricity using thin films manufactured without high-temperature processing? Researchers ...
PCB industry succumbing to ‘semiconducterisation’ - The PCB industry closed 2025 at about $88 billion in revenue, and a conservative forecast puts it at $140 billion by 2031, following an 8.1% CAGR. That headline figure averages […] The post PCB industry succumbing to ‘semiconducterisation’ appeared first on Electronics Weekly .
Samsung Executives Discuss AI Future With OpenAI CEO - Jun Young-hyun, head of the DS ( semiconductor ) division, stated, “No one can guarantee how long the market boom will last, and external challenges are intensifying.”
WD Chief Product Officer to Explore the Economics of Scaling AI at Web Summit 2026 - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"At Web Summit 2026 in Lisbon, WD (NASDAQ: WDC) will highlight why economically scalable data infrastructure is essential to supporting AI's next phase of growth....
Making data ready for AI - Artificial Intelligence Making data ready for AI AI can give existing data new value. Keeping that data understandable, accessible and economically available helps ensure it is ready when new opportunities emerge.
Siglent SSG6M80A expands microwave signal generation for up to 20 GHz - Siglent’s new microwave signal generators, the SSG6M80A series, feature phase-coherent signal generation with two or four channels up to 20 GHz. The company highlights that the requirements placed on RF […] The post Siglent SSG6M80A expands microwave signal generation for up to 20 GHz appeared first...
Changing Wafer Foundries: Costs, Timeline, Risks and Qualification Checklist - Moving an existing ASIC or semiconductor product to another wafer fab can lower manufacturing cost, improve supply continuity and reduce geopolitical exposure. But a foundry transfer is rarely a simple matter of sending the same masks to a different factory. Here is how to assess technical feasibility,...
I _4 _4 complex acting as near-infrared emitter with a quantum memory in silicon - Silicon color centers emitting in the near infrared offer a route to spin--photon interfaces compatible with mature complementary metal--oxide-- semiconductor fabrication. A key unresolved candidate is the X-line at 1039.7 meV in the photoluminescence (PL) spectrum, long attributed to a complex of four...
AI can design the chip, manufacturing it is harder - Design lives primarily in a structured environment of models, rules, constraints, libraries, and solver outputs while manufacturing doesn’t. The post AI can design the chip, manufacturing it is harder appeared first on EDN .
Samsung's record $80.4B Q3 profit fails to impress investors - Samsung's record $80.4B Q3 profit fails to impress investors The chip division, responsible for almost all of the earnings, missed forecasts to weigh on the tech giant's stock. 10/29/2026 - 05:36 AM LEE JAE-LIM
Fable: The Thing That Was Too Good For Its Own Good - 27 years ago a university student looked for a way round having to buy CDs to get single tracks. He coded a programme letting students share tracks stored on their […] The post Fable: The Thing That Was Too Good For Its Own Good appeared first on Electronics Weekly .
Samsung’s 2026 capex surges to $59B - Samsung Electronics plans to spend a record 84.4 trillion won, approximately 59 billion dollars, on capital investments in 2026.
Microscopy Platform Images Neuron Activity at Single-Cell Resolution - As light travels deeper into the brain, it scatters. Three-photon microscopy, the current state-of-the-art, reduces the resulting background fluorescence and can, in principle, image much deeper than earlier techniques. However, to do that, it uses average laser power limits that cause overheating and...
How AI Redefines Semiconductor Manufacturing, From Materials Up - AI chip advances depend on more than design, requiring new materials, manufacturing equipment, and packaging technologies to meet rising performance demands. The post How AI Redefines Semiconductor Manufacturing, From Materials Up appeared first on EE Times .
Big Tech Earnings Stoke Fresh Unease Across Asian Chip Stocks - Asian chip stocks are taking another hit from US tech earnings, with Intel Corp.’s weak outlook raising concerns about semiconductor demand while Amazon.com Inc.’s post-results slump further sours sentiment toward the AI trade.
Google: Agentic AI Will Drive New Demands on Data Center CPUs - Agents present a bursty workload, leaving CPUs frequently idle, which is placing new demands on CPU infrastructure. The post Google: Agentic AI Will Drive New Demands on Data Center CPUs appeared first on EE Times .
Chip Suppliers Lead $765 Million Month-End Listing Rush in HK - Chip suppliers Suzhou Denglin Technology Co. and Hosin Electronics Co. led a rush of listing launches in Hong Kong on the last trading day of the month, giving fresh life to fundraising activity that had started to flag after a blistering run.
CEO Interview with Dr. Sean Wei of Easy-Logic - Dr. Wei has served as CEO of Easy-Logic since 2020, focusing on building a strong operational foundation for the company. Previously, as CTO, he led the development of the core algorithms and tool architecture for the flagship product EasylogicECO, seamlessly aligning EasylogicECO technology with user...
Discerning and coding: the exponential equation process - Most physical processes in nature have exponential properties, even if the underlying data looks noisy or otherwise messy. The post Discerning and coding: the exponential equation process appeared first on EDN .
Industrial output rises 3% in September on chips - Industrial output rises 3% in September on chips Korea's industrial output, retail sales and facility investment all rose in September, led by a sharp increase in semiconductor production. 10/29/2026 - 11:07 PM
BEAMA sets up power grid group - BEAMA has launched a new group for UK companies delivering power grid infrastructure, including those working in civil engineering, construction, design, specification and wider services. The Electricity Networks Infrastructure (ENI) […] The post BEAMA sets up power grid group appeared first on Electronics...
Colossal magnetoresistance in narrow-gap magnetic semiconductor Eu _2 _2 CdAs _2 _2 - Discovering antiferromagnetic materials with a sizable colossal magnetoresistance (CMR) effect and precisely tuning their responses remain significant challenges in materials science. This work reports the synthesis, phase transitions, and magnetotransport properties of the narrow-gap Zintl arsenide Eu...
Korea's semiconductor windfall is becoming a concern - Korea's semiconductor windfall is becoming a concern An AI-driven chip boom is masking stalled reforms, weak job quality and growing vulnerability to Chinese competition. 10/29/2026 - 11:01 AM Opinion Desk
Welcome Marie Kane, Ph.D. to Our Stakeholder Advisory Board - FSI Stakeholder Advisory Board Update – October 2026 We are thrilled to welcome Marie Kane, Ph.D., to the Florida Semiconductor Institute Stakeholder Advisory Board. Dr. Kane brings more than 20 years of experience in research, technology and national security. She currently serves as Assistant Vice...
PDF Solutions CONNECT 2026 Trip Report - On October 15–16, at the tail end of SEMICON West 2026, PDF Solutions held its 2026 CONNECT Conference at the Westin St. Francis in San Francisco.
Cloud to edge AI: If and when, to what degree, and how and why - AI inference remains cloud-mostly, albeit not for long. Whether it shifts to client devices in part or completely, who will the winners be? The post Cloud to edge AI: If and when, to what degree, and how and why appeared first on EDN .
