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Semiconductor Industry Daily News & Updates

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Semiconductor Industry Daily News & Updates

  • TSMC reportedly plans to double its Chip-on-Wafer-on-Substrate capacity from approximately 130,000 300mm-equivalent wafers per month at the end of 2026 to 260,000 by 2028. The estimate is not formal company guidance and should be treated as a supply-chain projection. Nevertheless, the direction is consistent with TSMC’s… Read More The post TSMC’s CoWoS Capacity to Double […]
  • Charlie Cheng is CEO of TeRAM, with four decades of technology experience focused on microprocessor architecture and semiconductor memory. Before TeRAM, he worked on several AI processors, including multiple generations of Meta’s MTIA accelerators beginning in 2019. Previously, he served as CEO of Kilopass, a semiconductor… Read More The post CEO Interview with Charlie Cheng […]
  • By Joel Jorgensen, FlowAccel. The 2026 Siemens EDA and Wilson Research Group study just came out. Verification now eats close to half the schedule on every IC and FPGA program. I don’t doubt that number. What I don’t know is how much of it is actually verification, and how much of it is something else […]
  • ASML’s grip on the most advanced corner of chip manufacturing is tightening. The Dutch company, already the sole supplier of extreme ultraviolet lithography systems, is winning broader industry support for High Numerical Aperture EUV, or High NA, its next-generation technology for printing smaller and denser circuitry.… Read More The post ASML Has High-NA and Chipmakers […]
  • Arm is expanding its computing platform for an era in which artificial intelligence does more than respond to individual prompts. The company expects AI agents to operate continuously across phones, data centers, vehicles, robots and other physical systems—perceiving their surroundings, reasoning about objectives and … Read More The post Arm targets the agentic AI era […]
  • Major memory deal; AI Infra Summit news; U.S. chip capacity plans; 2nm & below advances; Huawei's chip offensive; RoT solution for data centers and AI SoCs; Chinese equipment makers gain share; India's chip build-out; McKinsey's tech trends; major funding rounds; Europe's AI infrastructure gaps. The post Chip Industry Week In Review appeared first on Semiconductor […]
  • Models need to be synchronized with what manufacturing actually builds. The post Why Package Digital Twins Are So Hard To Build appeared first on Semiconductor Engineering.
  • Molding compounds and underfill can improve thermal stability. The post Negative Expansion Materials Resist Warpage appeared first on Semiconductor Engineering.
  • Intel may be the marquee name, but materials suppliers, packaging hubs, and quantum startups will determine whether the region becomes a true semiconductor ecosystem. The post The Silicon Heartland Wants To Be America’s Next Chip Powerhouse appeared first on Semiconductor Engineering.
  • Expanding computational capabilities and deeper co-development are changing how materials move from lab to fab. The post Beyond Scaling: The Growing Role Of Materials Innovation In Semiconductor Manufacturing appeared first on Semiconductor Engineering.
  • How thinner dies, taller stacks, and hybrid bonding are carrying NAND into the AI era. The post AI’s Storage Problem Is a Packaging Problem appeared first on Semiconductor Engineering.
  • As AI systems scale, advanced power delivery innovations are becoming critical to performance, efficiency and reliability. The post Driving Power Delivery Innovations For The AI Data Center appeared first on Semiconductor Engineering.
  • Even small imbalances between stacked nanosheets can distort device behavior in ways that are difficult to predict from geometry alone. The post Virtual Fabrication Meets Stress Physics: Solving GAA Channel Non-Uniformity appeared first on Semiconductor Engineering.
  • Design space exploration must become a core capability for advanced packaging and chiplet-based systems. The post From Silicon To Systems: Heterogeneous Integration As The Engine Of AI Performance appeared first on Semiconductor Engineering.
  • Wafer-validated optical simulation for high-NA EUV applications. The post Predicting Silicon Behavior Years Before Test Wafers appeared first on Semiconductor Engineering.
  • On 10 September the South Wales-based compound semiconductor cluster CSconnected Ltd brought together funders, delivery partners and industry colleagues to celebrate the outcomes, impact and legacy of its Strength in Places Fund (SIPF) program, which concluded in May…
  • Specialty analog foundry Tower Semiconductor Ltd of Migdal Haemek, Israel and Tel Aviv-based fabless photonic integrated circuit (PIC) chip firm NewPhotonics Ltd have announced high-volume shipment of laser-integrated serviceable optical engines designed to meet the urgent and growing demand for high-bandwidth, energy-efficient optical interconnects in artificial intelligence infrastructure…
  • Specialty analog foundry Tower Semiconductor Ltd of Migdal Haemek, Israel is participating in booth #C1014 at the European Conference on Optical Communications (ECOC 2026) exhibition at the Palacio de Ferias y Congresos de Málaga (FYCMA) in Spain (21–23 September), where company representatives are available for meetings to discuss current and future silicon photonics roadmap…
  • Intelligent power and sensing technology firm onsemi of Scottsdale, AZ, USA has unveiled the Embedded Power Platform (EPP), an architecture that uses the silicon wafer itself as the foundation of the package and introduces a highly integrated approach to power system design. Designed as a scalable platform, EPP brings electrical, mechanical and thermal design together […]
  • On stand 1365 during the European Conference on Optical Communication (ECOC 2026) exhibition at the Palacio de Ferias y Congresos de Málaga (FYCMA), Spain (21–23 September), Avicena Tech Corp of Sunnyvale, CA, USA is demonstrating what it claims is the industry’s first connectorized micro-LED optical interconnect…
  • ROHM Semiconductor says that its silicon carbide (SiC) power semiconductor chips are being used in the electric powertrain architecture of BMW’s ‘Neue Klasse’ Gen 6 electric vehicle platform…
  • NUBURU Inc of Centennial, CO, USA (a dual-use defense & security integrated platform company) says that its shares have resumed trading on the NYSE American exchange. Executive chairman & co-CEO Alessandro Zamboni has consequently issued a letter to shareholders, outlining the following points…
  • Lumentum Holdings Inc of San Jose, CA, USA (which designs and makes optical and photonic products for optical networks and lasers for industrial and consumer markets) has announced its speaker line-up for the European Conference on Optical Communications (ECOC 2026) at the Trade Fair and Congress Center in Málaga, Spain (20–24 September)…
  • ClassOne Technology of Kalispell, MT, USA (which manufactures electroplating and wet-chemical process systems for ≤200mm wafers) says that two “industry-leading” photonics manufacturers have placed follow-on production orders for multiple Solstice S8 single-wafer wet processing systems. Configured with ClassOne’s GoldPro electroplating chambers, the Solstice systems will be used for high-volume gold electroplating of 4-inch and 6-inch […]
  • Aeluma Inc of Goleta, CA, USA (which specializes in high-performance, scalable technologies for AI, mobile and consumer, defense & aerospace, and quantum) has executed an agreement with Sumitomo Chemical Advanced Technologies of Phoenix, AZ, USA (SCAT, a subsidiairy of Japan’s Sumitomo Chemical Co Ltd) to accelerate development and production of photonics wafers for the AI […]