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Weak demand continues amid tariff uncertainty: 10/6/2025 In addition to new orders contracting and backlog orders increasing, the government shutdown adds further concerns for the industry. Siemens debuts software for analog IC testing 10/6/2025 Siemens Digital Industries Software has introduced Tessent AnalogTest, a module for the Tessent Silicon Lifecycle Solution that the company claims can test analog circuitry in ICs up to 100 times faster than traditional testing methods. Processors to be a half-trillion dollar market by 2030 10/6/2025 A profound transformation in the global processor market driven by generative AI and the rapid expansion of cloud infrastructure is foreseen by Yole Group. Phison CEO foresees decade-long NAND shortage 10/6/2025 Phison Electronics CEO Pua Khein-Seng predicts a severe NAND flash shortage lasting up to 10 years, driven by the AI data center boom. Samsung, SK Hynix set to supply chips to OpenAI's Stargate project 10/3/2025 Deal gives South Korean chipmakers foothold in Stargate project. OpenAI seeks 900,000 wafers in 2029, South Korean official says. Deal envisages building two data centers in South Korea TSMC reduces peak power consumption of EUV tools by 44% 10/3/2025 Company is to save 190 million kilowatt-hours of electricity by 2030 Intel Is Pursuing AMD To Secure It As a Foundry Customer 10/3/2025 Intel is rumored to be turning its attention towards the arch-rival AMD to get it as a foundry customer, according to a new report, and this could prove to be a massive breakthrough. Altman met with TSMC, Foxconn about AI chip supply 10/3/2025 OpenAI CEO Sam Altman has visited Taiwan and South Korea to secure chip supplies and data center partnerships, according to reports. Altman reportedly met with executives from Taiwan Semiconductor Manufacturing Co. and Foxconn to discuss chip design, manufacturing, and AI server infrastructure, which are vital for OpenAI's Stargate initiative. TI DLP technology delivers high-precision digital lithography for advanced packaging 10/2/2025 Texas Instruments is looking to enhance the next generation of digital lithography with the release of the DLP991UUV digital micromirror device (DMD). Intel affirms commitment to $28 billion Ohio project despite delays 10/2/2025 “We continue to work closely with local stakeholders, the Ohio congressional delegation and the state of Ohio to advance the needs of the state and Intel’s priorities," Apple Moves to Dismiss Elon Musk’s xAI Lawsuit Over OpenAI Partnership 10/2/2025 Musk argues that Apple's partnership with OpenAI means rivals, like xAI's Grok, cannot knock the ChatGPT app from top spot on the iPhone charts. Job Posting Suggests SpaceX Might Be Entering Retail 10/2/2025 The company is hiring a 'Starlink Store Manager' in Bakersfield, California. Job Posting Suggests SpaceX Might Be Entering Retail 10/2/2025 The company is hiring a 'Starlink Store Manager' in Bakersfield, California. China Economy China manufacturing activity picks up in September 10/1/2025 Official PMI came in at 49.8, showing a smaller contraction compared with Reuters’ estimates of 49.6. That reading, while still in contraction, was the strongest since March. Imec and Diraq deliver high-fidelity silicon qubits 10/1/2025 Imec and quantum computing pioneer Diraq have demonstrated that industrially made silicon quantum dot qubits consistently show error rates that surpass the values needed for quantum error correction. DRAM, NAND flash prices expected to rise in Q4 10/1/2025 Conventional DRAM prices are expected to rise 8–13% QoQ in 4Q25, and when HBM is included, the increase could widen to 13-18%, reports TrendForce. Siemens, TSMC partner on AI, 3DIC design solutions 10/1/2025 Siemens Digital Industries Software is working with Taiwan Semiconductor Manufacturing Co. on product certifications and design solutions for TSMC's advanced process technologies, including AI, 3DIC design and advanced packaging. The partnership includes certifying Siemens' Calibre nmPlatform and Solido Simulation Suite for TSMC's N3C, N2P and A16 processes. SK keyfoundry Launches Multi-Level Thick IMD Process for Capacitors 9/30/2025 SK keyfoundry's Multi-Level Thick IMD (Inter-Metal Dielectric) process touts high breakdown voltage characteristics. China's latest GPU arrives with claims of CUDA compatibility and RT support 9/30/2025 Fenghua No.3 also boasts 112GB+ of HBM memory for AINews. The third time may finally be the charm for Fenghua GPUs. UK government to invest in semiconductor supply chain 9/30/2025 At Microelectronics UK (24-25 September), Kanishka Narayan, Minister of State for semiconductors, emerging technology, AI and online safety announced investment designed to support the UK semiconductor industry. Nvidia CEO: China rapidly closes chipmaking gap 9/30/2025 Nvidia CEO Jensen Huang has emphasized the importance of maintaining access to the Chinese market, describing China's chipmaking as "nanoseconds behind" the US. Huang has urged the US to ease export restrictions on AI chips, arguing that selling products to China would benefit American interests by spreading US technology and increasing geopolitical influence. TSMC unveils AI-designed chips to cut energy use 9/29/2025 Chip design firms are increasingly relying on AI-powered software from providers such as Cadence and Synopsys US plans 1:1 chip production rule to curb overseas reliance 9/29/2025 The US is considering a plan to reduce US reliance on foreign semiconductors by requiring chipmakers to produce as many chips domestically as are imported, iOS 26 Beta Code Suggests iPhones Could Soon Pair With Galaxy, Pixel, and Other Smartwatches 9/29/2025 A new Notification Forwarding feature that only works with non-Apple devices was found in the beta code, hinting at plans to improve support for third-party smartwatches. Amazon Settles With FTC, Will Pay $2.5B For 'Deceptive' Prime Subscription Tactics 9/29/2025 A hefty $1.5 billion of the total will go toward customer refunds for those who enrolled in Prime without their knowledge or were unable to cancel.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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