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 🌑 🇹🇼🇰🇷🇨🇳 AsiaPac 
🇦🇺  ---  ☀️ +

4¾d Nanya Technolog…

 Semi. Fabs and Clean Rooms
9¾h ago: X-FAB broke ground on a new cleanroom in Erfurt, Germany. Infineon announced a new backend fab near Bangkok with expandable cleanroom capacity. VSMC Singapore fab targeting Q1 2027 volume production. Samsung planning six new fabs in Yongin with $260B+ investment. TSMC Arizona 2nm capacity ramping significantly.

 Why infrastructure is the most valuable element of industrial systems  - Infrastructure has become the foundation of operational resilience, determining whether systems continue running or costly downtime brings production to a halt, writes Iwona Zalewska. Industrial organisations often blame software when […] The post Why infrastructure is the most valuable element of industrial...

 Ask the headhunter  - A few years ago, I started as a manager at a large scientific institution, a dynamic role with many challenges.

 DeepSeek reportedly set to raise more than US$12B ahead of potential IPO  - Chinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial public offering (IPO).

 Taiwan's next AI battle is all about data and partners, says former tech minister

 Hwacom shifts semiconductor business to SureWin, targets post-quantum security

 Z.ai takes GLM-5.3 global through Amazon Bedrock's enterprise channel

 Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push

 iRobot races to catch Chinese robot vacuum rivals after admitting innovation lag

 Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook

 AI server smuggling cases expose gap between export compliance and due diligence

 Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027

 CloudMile flags AI cost pressure, risk governance as key

 Micron licenses Netlist's memory tech for US$600M to settle patent dispute

 Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers

 Kingston retains 62% memory module share as B2B AI demand surges

 Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up

 Hua Yang, Zeiss launch COSMA-M for chip metrology

 Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link

 Robots still can't build Nvidia's AI servers as well as people can

 Rapidus adds Malaysian chip designers to its semiconductor network

 Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands

 Canon courts India's chip projects as toolmakers jostle for an early foothold

 Semicon 2.0 widens focus beyond fabs: Dassault Systèmes pitches virtual twins to India's chipmakers

 Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics

 Amata sees Chinese factories in Thailand rising fivefold over 10 years

 AI data center expansion is hitting new limits on power, land, and public consent

 iRobot reenters Taiwan market after restructuring, unveils five new models

 India nears 2GW of data center capacity, but its racks were built for a pre-AI power load

 Huawei's NPO bet challenges CPO's path to AI scale

 Chicony pushes into robotics data systems as revenue declines

 AI supercycle, pricing, and Terafab top the agenda ahead of TSMC's earnings call

 Singapore Sees Region Thriving Amid ‘Breakdown’ of World Order  - Singapore’s top diplomat touted what he called “a moment of great potential” for Southeast Asia, as economies expand rapidly on surging technology demand even as much of the world faces growing uncertainties.

 Global investment banks raise Korea's growth outlook on chip boom  - Global investment banks raise Korea's growth outlook on chip boom The median growth forecast by major foreign institutions for 2026 was raised to 3.5 percent in September from 3.3 percent in August. 10/6/2026 - 08:59 PM

 Two-exciton bound states in the Merrifield exciton model  - Understanding the formation and dynamics of two-exciton bound states (BSs) is crucial for harnessing multi-exciton phenomena and designing next-generation organic semiconductor materials. While various mechanisms such as intermolecular exciton-exciton interactions or multi-level intramolecular configurations...

 Rapidus Launches Design Ecosystem Program  - In the first step, Rapidus is announcing the formation of Design Solution Associates

 Please Join Us in Welcoming Abrer Moshin Samin to the FSI Team!  - We’re excited to welcome Mia Przelomski to the team as our new Communications Assistant! Mia is a senior at the University of Florida, pursuing a bachelor’s degree in Statistics with a minor in Communication Studies. She brings experience in content creation, graphic design, and sports communications,...

 TEF and OCP Global Summit 2026: Game Plan  - 2 conferences, 2 weeks. Not going to Semicon West.

 Monolithic 3D Memristor-TFT Stack For Programmable Neuromorphic Computing (SNU, Yonsei)  - Researchers at Seoul National University and Yonsei University published a technical paper titled “Monolithic three-dimensionally integrated memristor-thin-film transistor for electrically programmable multimode reservoir computing.” Abstract Excerpt: “Reservoir computing offers an efficient framework...

 Photonic Integrated Laser Frequency Remains Stable without Active Control  - Precision applications like optical metrology, quantum sensing, and atomic clocks require a laser source with an exceptionally stable optical frequency. Often, this stability comes from bulky lasers housed in controlled laboratory environments....

 SmallTV Hacking With Surprisingly Little Fuss  - We’ve seen the GeekMagic SmallTV line of devices before — these cheap gadgets combine a microcontroller and a display in a little plastic case that can be used to show …read more

 Beyond the Die: Verifying the Connected Chip  - One of the standout presentations at the 2026 TSMC OIP Forum highlighted a collaboration between Siemens EDA, Marvell, and TSMC. I always appreciate EDA presentations that bring together customer and foundry perspectives, and this one did not disappoint. We follow 3D IC technology closely and have published...

 Atomically thin transistors could transform computing by surpassing silicon's switching limit  - For decades, silicon transistors have driven computational power, and scientists have devoted much of their time to making them smaller. That is because shrinking these tiny electronic switches that make up computer chips ...

 Besi and Applied deepen packaging collaboration  - Besi and Applied Materials are expanding their partnership beyond die-to-wafer hybrid bonding.

 Europe’s Circuit4EU Initiative Targets Rare Earths From E-Waste  - The goal is to speed ten technologies to readiness in the near future

 Greece’s METLEN signs second long-term commercial gallium supply agreement  - Japanese chemical customer to take 16% of scheduled annual production starting Q3/2027

 Everspin Technologies to Ring Opening Bell in Celebration of 10-Year Nasdaq Anniversary  - CHANDLER, Ariz.--(BUSINESS WIRE)--Oct. 6, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), a leading developer and manufacturer of MRAM persistent memory solutions, will ring the Nasdaq…

 Podcast EP371: How Vinci is Revolutionizing Hardware Design with John Bruggeman  - Daniel is joined by John Bruggeman, Chief Marketing Officer at Vinci, where he leads the company’s market narrative and strategic positioning. His work focuses on translating complex technical advances into clear category definition, industry relevance, and market adoption.

 Advancing The CFET-Based Device Roadmap: Novel Integration Modules And Standard Cell Configurations  - Part 2: Towards scalable sCFET standard cell architectures: split-gate devices, a 5T+1 CFET SRAM bit cell, and improved back-end-of-line routability. The post Advancing The CFET-Based Device Roadmap: Novel Integration Modules And Standard Cell Configurations appeared first on Semiconductor Engineering...

 Open Cosmos aims for 192 satellites  - Open Cosmos, observation satellite constructor, which recently raised €300 million, says the that 192 satellites will form the core of its ConnectedCosmos LEO constellation. The company aims to have 96 […] The post Open Cosmos aims for 192 satellites appeared first on Electronics Weekly .

 When LLMs Sit Above Diagnostic Tools: Unrealized Complementarity in Industrial Fault Diagnosis  - …specialized tools, but a stronger component does not necessarily produce a stronger combined system. Across five diagnostic datasets (bearing vibration, process monitoring, semiconductor equipment), we study whether an LLM can reliably use external diagnostic information; paired repeat calls separate...

 Wayno: From Seeing the Road to Thinking in the Car  - Original Article By SemiVision Research [Reading time: 9 mins]

 Diffusion Rates and Historical Ratios & Utilization  - These reports include TechInsights' latest views on diffusion rates of worldwide semiconductor making markets from 1958 and forecasting for the next 5 years, updated on a quarterly basis. These reports also include monthly book to bill ratios for semiconductor equipment and ICs as well as monthly utilization...

 FuzeHub Blog: How Upstate New York is Reinventing Semiconductor Manufacturing  - Photo courtesy of FuzeHub For decades, America’s semiconductor supply chain has depended heavily on overseas manufacturing. Now that’s changing thanks to a reshoring effort where New York State is playing a leading role. As Upstate New York becomes an epicenter of advanced microelectronics, the region...

 From Simulation to Deployment: Why Physical AI Matters  - Artificial intelligence is moving beyond the screen. The attached presentation describes a shift from systems that generate text, images, and code to systems that can perceive their surroundings and take action. These systems could guide robots, vehicles, factory equipment, medical devices, and critical...

 Engineered to last: Powering the next generation of satellites  - Advances in space-grade ICs are changing what it takes for satellites to operate reliably for years in orbit

 GPT-Synopsys Combines IC Design EDA with Agentic AI  - Synopsys joins OpenAI for a leap of faith in AI-native IC design by augmenting frontier models with EDA tools. The post GPT-Synopsys Combines IC Design EDA with Agentic AI appeared first on EE Times .

 [News] Qualcomm to Pay Huawei for First Time Under Cross-Licensing Deal Covering 5G, AI and LogicFolding Patents  - Huawei’s homegrown technologies are gaining greater commercial recognition. According to Nikkei, Huawei announced Monday that it had reached a new multiyear patent cross-licensing agreement with rival mobile chipmaker Qualcomm, under which Qualcomm will become the net payer for the first time. The......

 Extreme Environments Push Chips To Their Breaking Point  - Orbital data centers, defense systems, quantum computing, particle physics, and advanced manufacturing are raising the bar for simulation, test, and lab tools. The post Extreme Environments Push Chips To Their Breaking Point appeared first on Semiconductor Engineering .

 Japan's Rapidus to help 17 companies design chips for clients  - Partnership with Toshiba, others seen boosting ability to supply advanced semiconductors

 연간 설비투자 '2배' 늘리는 마이크론…삼성·SK 압박  - 미국 메모리 업체 마이크론이 내년에 전년비 2배에 가까운 설비투자를 계획하고 있다. 삼성전자·SK하이닉스 등에 준하는 가파른 증가세다. 인공지능(AI)용 고부가 메모리 수요가 ...

 You betcha: Startups believe autos need more sensor modalities  - Autotech Council Startup Review at Sensors Converge 2026 brought out thinking that future autos can benefit by better and different sensors. And the startups backed up that thinking with tech.

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑 −

 Infineon acquires C2i Semiconductors for AI power push  - Infineon Technologies has completed its acquisition of Bengaluru-based C2i Semiconductors, adding digital power control technology aimed at AI…

 家登美國產線正式啟用 亞利桑那在地製造搶攻半導體、航太商機  - 半導體載具大廠家登(3680)全球製造布局再下一城,公司7 宣布,在美國亞利桑那州格蘭岱爾(Glendale)製造據點正式落成啟用,初期將建置零件精密加工與品質檢測能力,鎖定半導體及航太產業客戶。隨美國半導體供應鏈在地化加速,家登將由過去海外服務據點進一步跨入在地製造,縮短客戶服務距離,並為後續美國市場擴產預留空間。...

 AMD’s Su to Meet Samsung’s Chip Head as Memory Crunch Persists  - Advanced Micro Devices Inc.’s chief executive officer plans to meet with the head of Samsung Electronics Co.’s semiconductor business on Wednesday, the latest in-person catchup between two of the AI industry’s key figures.

 From Soap to Silicon: How Japan’s Traditional Companies Are Building Semiconductor Businesses  - Original Article By SemiVision Research [Reading time: 11 mins]

 Apple Watch Series 12 and Ultra 4 Teardown Reveals a Gap in Right to Repair Coverage  - We just tore down the two latest Apple Watches. And Apple, we need to have a talk. Let’s cut to the chase: there’s no big repairability news here. The Series…

 Google teams with nuclear power giant to give reactors a tune-up  - Upgraded turbines, generators, and digital controls are expected to unlock an addition 890MW of capacity

 NY Creates Advances Industry Sustainability Through a NYSERDA Approved Energy Audit Program Funding Award  - As part of its ongoing commitment to embedding sustainability efforts into day-to-day operations, NY Creates is taking another step toward improving energy efficiency across its cutting-edge facilities through a newly awarded New York State Energy Research and Development Authority (NYSERDA) FlexTech...

 ASML’s Chip Technology Move Threatens Besi Shares, BofA Says  - BE Semiconductor Industries NV’s share price doesn’t reflect the threat from fellow Dutch company ASML Holding NV in terms of an advanced chip packaging technique, Bank of America analysts said.

 AI Bottlenecks Spur DRAM Demand Amid Supply Crunch  - He added, “The industry as a whole lacks cleanroom space for semiconductor production.”

 Renesas Moves GaN Into 100 V Power Applications for AI Data Centers and Robotics  - Renesas Electronics Corporation, a supplier of advanced semiconductor solutions, has expanded its GaN portfolio into low-voltage applications with its first family of 100V enhancement mode (E-mode) GaN-based discrete power transistors. The post Renesas Moves GaN Into 100 V Power Applications for AI Data...

 Panasonic Industry and SIT Showcase Advanced Fan Solutions for Commercial HVAC-R at Chillventa 2026  - Partnership combines Japanese quality of Panasonic's motor with SIT's ability to engineer complete fan solutions and European-based manufacturing

 Welcome Ron Piccolo, Ph.D. to Our Stakeholder Advisory Board  - FSI Stakeholder Advisory Board Update – October 2026 We are thrilled to welcome Ron Piccolo, Ph.D. to The Florida Semiconductor Institute Stakeholder Advisory Board. Dr. Ron Piccolo brings extensive experience across technology, higher education, and workforce development. He currently serves as President...

 CXL-Connected MRAM Address AI Storage Latency  - Everspin’s demo shows how a 4-GB pool of persistent MRAM can serve as a new tier of storage between DRAM and NAND flash. The post CXL-Connected MRAM Address AI Storage Latency appeared first on EE Times .

 Samsung, SK Hynix Experts Join Chinese DRAM Maker CXMT  - Choi stated, “ Semiconductor technology is not just about design but also the experience and know-how accumulated over 20 or 30 years.

 SpaceX and xAI’s Push Toward 10 GW: The Supply Chains and Geopolitics Behind AI Infrastructure  - Original Article By SemiVision Research [Reading time: 14 mins]

 Continuity testing in semiconductor ATE: Fundamentals and test methods  - Continuity testing is the first test performed in any semiconductor test flow, verifying that a device under test (DUT) is properly connected to automatic test equipment (ATE). The post Continuity testing in semiconductor ATE: Fundamentals and test methods appeared first on EDN .

 Lee administration hides behind public deliberation (KOR)  - Lee administration hides behind public deliberation (KOR) Public deliberation is stalling urgent decisions on nuclear power and semiconductor labor rules. 10/5/2026 - 09:04 PM Opinion Desk

 Row-Parallel DRAM Computing Cuts Data-Reorganization Overhead (Syracuse, FAU, TU Dresden)  - Researchers at Syracuse University, Friedrich-Alexander-Universität Erlangen-Nürnberg, and TU Dresden published a technical paper titled “RAPID: Row-Parallel Arithmetic Processing in DRAM.” Abstract Excerpt: “Processing-using-memory (PUM) architectures perform computation directly within DRAM...

 Protected: Welcome Ron Piccolo to Our Stakeholder Advisory Board  - There is no excerpt because this is a protected post.

 Anthropic Subscriptions Offer 5x+ More Value Than OpenAI  - Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Co…

 Real-Time Tracking, Real-World Impact: Elevating Global Stages with UWB Technology  - Learn how precise Ultra-Wideband positioning helps zactrack unite creative teams and elevate live entertainment.

 TDK invents first direct retinal projection display for smart glasses  - An ultrathin transparent mirror can be embedded in a smart glasses lens, TDK said

 Schneider to buy software designer PTC for $22.6B in cash  - The Schneider-PTC deal is a strategic move to place electronics provider Schneider more directly in the physical AI space.

 What’s Stopping Workers From Using AI?  - While 4 in 10 workers surveyed for PwC’s Global Workforce Hopes and Fears Survey reported using AI tools at work at least weekly, making them an integral part of their […] The post What’s Stopping Workers From Using AI? appeared first on Electronics Weekly .

 Far-UVC LEDs transmit data at record speed of 1.5Gbps  - FBH-developed far-UVC LEDs used by universities of Strathclyde and Cambridge to build and test optical wireless communication system

 Malaysia's SkyeChip targets Japan, joins Rapidus ecosystem  - CEO says fragmented supply chains offer opportunities for smaller players

 Smart Ring Maker Oura Withdraws Planned $2.2bn IPO  - Finland-founded company postpones Nasdaq debut days after announcing it, as tech firms react to uncertain market conditions

 Garlic Peel Sensor Powers Low-Cost Home Security Sensor  - Scientists used biowaste to detect when a door opens

 Practical Parametric Yield  - (Featuring Cerebras)

 Infineon Leads the Quiet Migration of Power Semiconductors  - Original Article By SemiVision Research [Reading time: 14 mins]

 2026 AI Agent Breaches  - It has been a busy year for sure. In 2026, artificial intelligence agents conducting cybersecurity tests crossed into real computer systems. The incidents had different causes and impacts. Some agents exploited flaws to escape isolation; others had unintended internet access and mistook real organizations...

 🌔 🇺🇸 Americas 
🇨🇦  ---  🌔 +

↺6½d Micron Technolo…5.7% beat 🟢

 Micron Taiwan union wins mandate to strike over bonus dispute  - Walkout threat emerges at key production base for AI memory chips

 Samsung 9100 Pro SSD gets another price cut, up to 51% off  - Another huge price drop brings the Samsung 9100 Pro down even further, with the 1TB model now below $200, and the 4TB model dropping by nearly $400 since yesterday.

 Corporations' excess funds hit record $50.1 billion in Q2 on robust chip exports  - Corporations' excess funds hit record $50.1 billion in Q2 on robust chip exports Net financial funds, or the value of financial assets minus financial liabilities, held by nonfinancial corporations totaled 67.1 trillion won ($50.1 billion) at the end of June, sharply up from 20.8 trillion won three months...

 Foreign, institutional selling drags Korea stocks as investors await Samsung earnings  - Even amid semiconductor weakness, sector rotation driven by individual positives and expectations for third-quarter results was active.

 Madrid and Quelimane Win Gold at Seoul Smart City Prize

 AMD CEO Discusses AI with Samsung, SK Hynix

 Samsung Electronics Labor, Management to Jointly Donate Portion of Special Bonus

 Samsung Electronics DS to pay stock bonuses tied to 10.5% profit by spring

 Samsung Electronics DS labor and management launch matching-donation plan

 Chang Yong-sung Urges Caution in Designing Future Response Fund

 Samsung Electronics’ Chip Unit to Pay Special Bonuses in Shares

 KOSPI Clings to 6,800 Ahead of Samsung Earnings

 Deputy Prime Minister Lee to Resolve Corporate Hurdles, Create World-Class Business Environment

 Foreign Direct Investment Up 10.8% in Semiconductor , AI Sectors

 Lee Hyeong-il vows to clear investment bottlenecks, build world’s best biz climate

 Foreign investors boost South Korea FDI on chips and data centers in Q3

 KOSPI Drops 1% Amid US Highs, Consolidation Phase

 Corporate Surplus Funds Surge 67.1 Trillion Won in Q2

 Semiconductor Boom Fuels Record Corporate Surplus

 Semiconductor boom drives record corporate cash surge in South Korea

 KOSPI Slumps to 6,870 on Foreign, Institutional Selling

 Foreign and institutional selling pulls South Korea stocks lower as KOSPI, KOSDAQ fall

 Won's 200-Won Drop Burdens Export Firms, Retail Investors

 Lisa Su, Ryu Jemyung unite Korea AI chip firms for AMD partnership

 리사 수 AMD 회장, 류제명 차관과 韓 AI 반도체 14개사 회동… 글로벌 협력 논의

 Won-Yen Exchange Rate Drops to 18-Year Low

 Samsung Electronics Hits 100 Trillion Won Profit, Stock Rebound Possible

 U.S. Stocks Rise on Earnings, AI Semiconductors

 U.S. Stocks Rise on Earnings Optimism, S&P 500 and Nasdaq Hit Records

 Kospi Struggles to Break 7,000 Ceiling

 Foreign, institutional selling pull South Korea stocks lower despite US rally

 AMD CEO Meets Korean AI Firms for Global AI Collaboration

 Interfacial Charge Transfer and Morphology Govern Magnetism in Ultrathin VOx/MoSe2 Heterostructures  - Engineering magnetism in two-dimensional semiconductors through interfacial interactions offers an attractive alternative to substitutional doping and provides opportunities for integrating magnetic and optoelectronic functionality within the same heterostructure. Here, we investigate ultrathin VOx films...

 NXP MCX Supply Resilience: From Silicon to Supply Chain  - Discover how NXP's resilient manufacturing strategy supports reliable supply and long-term availability across the MCX microcontroller portfolio.

 The Chip Insider®– State of the Semiconductor Union  - Inside G. Dan Hutcheson’s latest analysis, the seven layers of the Semiconductor Demand Stack reveal an industry at remarkable highs, as AI demand, semiconductor growth, economic conditions, and geopolitical risks shape the outlook for the cycle ahead.

 Top Ten SiC Producers  - Thanks to Mordor Intelligence for this one – the top ten SiC producers: Infineon ST Wolfspeed onsemi ROHM Mitsubishi Electric: Fuji Electric Microchip Toshiba Semikron Danfoss The post Top Ten SiC Producers appeared first on Electronics Weekly .

 旺季發威 聯詠、天鈺Q3營運走強  - 驅動IC第三季旺季效應浮現,聯詠(3034)、天鈺(4961)9 營收雙雙維持成長,聯詠第三季合併營收309.71億元,達成公司財測預估300億至312億元區間高檔,季增約8.1%,亦近原估季增4.7%至8.9%上緣;天鈺第三季營收62.53億元,季增逾16%,符合公司先前提出下半...

 Skyworks completes combination with Qorvo  - Expanded technology portfolio spans RF, power management, and analog and mixed-signal

 2026 Investor’s Guide to Africa  - The Middle East conflict reinforces the importance of supply security, and African industries are benefitting.

 From Cookies to Careers: Building Semiconductor Career Pathways Through P-Tech  - What does it take to ignite a student’s interest in semiconductor manufacturing and technology careers? Sometimes, it begins with a...

 Figure melts retired F.02 humanoid robot fleet  - Humanoid robotics company Figure has taken an unusually literal approach to retiring its F.02 robot fleet, training the machines to…

 Microchip, Navitas 800V DC-to-6V DC reference design for AI datacentres  - Microchip Technology and Navitas Semiconductor have partnered to collaborate on an 800V DC-to-6V DC reference design for AI datacentre rack power applications. It combines Microchip’s digital power control and security […] The post Microchip, Navitas 800V DC-to-6V DC reference design for AI datacentres...

 Reducing I/O requirements for optical detection  - Although this project may be a bit esoteric, the concepts shown to reduce I/O requirements can also be applied to other systems. The post Reducing I/O requirements for optical detection appeared first on EDN .

 Industry minister says Alaska LNG has 'strategic value' as global energy routes shift  - Industry minister says Alaska LNG has 'strategic value' as global energy routes shift The latest position follows a tense week after U.S. Donald Trump announced seemingly unilaterally that Seoul will invest at least $50 billion. 10/6/2026 - 06:21 AM News Team

 [News] Seagate, Toshiba Reportedly Vie for TDK’s HDD Head Unit, a Key Independent Supply Source  - As Toshiba moves to double HDD capacity by fiscal 2027 to capture booming AI data-center demand, it could be making another push to secure its supply chain. According to Bloomberg, the Japanese storage giant is battling Seagate for TDK’s magnetic-head business, a critical component for ramping HDD......

 High-end packaging: a market set to nearly quintuple by 2031  - Advanced packaging has become the place where AI system performance is won or lost. High-end performance packaging revenue is forecast to grow to more than $51 billion in 2031, a 27% CAGR during 2025-2031, with package unit volume expanding at a 33% CAGR and wafer demand at 30%. The gap between those...

 Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook  - In this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on whether the memory market has permanently raised its floor to $600B–$800B, or if...

 NVIDIA’s Olympus Core: Pushing Server Single Threaded Performance Boundaries ...  - Server chips traditionally offered less single threaded performance than contemporary client parts. ...

 [News] Qualcomm, Apple, MediaTek Battle It Out on TSMC 2nm: Inside Their Flagship AI Strategies  - The flagship mobile chip race is entering the 2nm era, with on-device AI emerging as a key battleground. According to ijiwei, Qualcomm, Apple, and MediaTek all unveiled TSMC-made 2nm processors in September 2026, marking the industry’s shift to GAA nanosheet transistors. While all three are puttin......

 Navitas and Microchip collaborate on 800V reference design for AI data centers  - Digital power control, GaN technology and hardware-based security combined to accelerate development of high-efficiency rack power systems based on 800V DC OCP standard

 ZEISS Group Appoints Axel Christian as President of ZEISS North America  - New role reflects the enduring and growing strategic significance of the region for ZEISS’ long-term roadmap. The post ZEISS Group Appoints Axel Christian as President of ZEISS North America appeared first on Semiconductor Digest .

 X-FAB breaks ground on new cleanroom in Erfurt  - Fab4Micro project creates a key foundation for the industrial-scale production of highly integrated microsystems and photonics solutions

 Is EDA Dead?  - GPT-Synopsys and whether model labs can replace EDA tools

 The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price  - The companies racing to build frontier AI just agreed to referee themselves. Over the same week, launches, investor days, and earnings put a price on that arrangement. Microsoft is charging for finished work, NVIDIA is selling agent containment as infrastructure, and the suppliers AI can't route around,...

 Lee administration hides behind public deliberation  - Lee administration hides behind public deliberation Public deliberation is stalling urgent decisions on nuclear power and semiconductor labor rules. 10/5/2026 - 11:01 AM Opinion Desk

 Demystifying feed-through capacitors: How to stop EMI in its tracks  - These three-terminal devices confront parasitic inductance and act as the ultimate shield against high-frequency EMI. The post Demystifying feed-through capacitors: How to stop EMI in its tracks appeared first on EDN .

 Mixed Reality System Improves Point-of-Care Ultrasound Imaging for Trauma  - Ultrasound is used in emergency care to quickly assess the extent of internal injuries. One of the most common applications for ultrasound is the focused assessment with sonography for trauma (FAST) examination, which helps clinicians identify signs of internal bleeding and the effects of thoracic injury....

 WTF is happening in WFE?  - An update on the semiconductor tools market.

 Xiver secures €28M for production expansion  - Eindhoven-based Xiver has secured 28 million euros in senior debt financing from ABN Amro as part of a 55-million-euro investment program.

 Ed The Scammer  - The obscene price of memory has spawned ‘Scamaggedon’ – a tsunami of fake parts hitting the market, Ed confides to his diary. The guy with his finger on the pulse […] The post Ed The Scammer appeared first on Electronics Weekly .

 SK hynix shareholders move to block Solidigm Nasdaq listing over dilution fears  - SK hynix shareholders move to block Solidigm Nasdaq listing over dilution fears Minority shareholders are pressing Korea Exchange to address potential dilution from a Nasdaq listing of SK hynix’s Solidigm subsidiary. 10/4/2026 - 10:54 PM News Team

 CEO Interview with Paul Butler of VeriQuantix  - Paul is an experienced CEO/General Manager/Investment Manager who has led and developed teams in a technology domain across the communications, medical and mining industries. With qualifications in Electrical Engineering and a Bachelor of Economics Paul has been able to develop and bring new products...