@ctfm-lab.bsky.socialThe CTFM lab at @fau.de welcome Reyhaneh Alborz as a new PhD student, who has joined our group from Amirkabir Univ. of Technology with a doctoral fellowship by the "Stiftung der Deutschen Wirtschaft"! Reyhaneh develops solution-processible Pb-free #semiconductors.
@semiconductornews.bsky.socialASML supplies AI chip lithography; Nvidia revenue doubles on AI demand. Plus, Musk's AI chip plans & Samsung's Q3 surg
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@edsonbellido.bsky.social3/4 The real shift: defined reliability ownership across foundries, OSATs and system developers. Less deployment risk, faster adoption in AI and telecom networks. So who owns laser reliability on your photonic die? #Chips #Semiconductors
@edsonbellido.bsky.social1/4 Silicon photonics runs hyperscale AI and data center links, yet it never had an industry wide reliability rulebook. JEDEC just published JESD264, the first standard for SiPh qualification. 🔬 #SiliconPhotonics #Semiconductors
![SemiRecap Infographic [HARDWARE_DEEP_DIVE]: JEDEC Publishes First Silicon Photonics Reliability Standard. A stylized 2.5D vector cartoon illustration on solid white background (#FFFFFF) showing a Deep Maroon (#450d16) silicon photonics die with labeled internal components: a warm gold laser diode, cyan waveguide traces routing to a modulator and a photodiode array, and passive optical structures. Above the die floats a translucent qualification shield labeled 'JESD264' carrying checklist badges for reliability protocols, component qualification, assembly and laser integration, and process traceability. Below the die, three connected stakeholder blocks labeled 'FOUNDRY', 'OSAT', and 'SYSTEM DEVELOPER' link to the chip via amber gold responsibility lines, visualizing the unified reliability ownership chain. Warm gold pins and cyan optical bus traces complete the clean technical composition.](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:nxdiuv7626cjwxguzjlh4o3b/bafkreig5w7ygshbmvlp4bb3sx66e5sexgl3zbrm3ih6nluo4jfucbmzx3m@png)
@semiconductornews.bsky.socialASML's tech moat is 10-20 years ahead, fueling AI chip production globally
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@roboticsnewsdaily.bsky.socialHumanoid robots to boost Samsung & SK hynix DRAM demand 20X by 2030
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@singulism.bsky.socialVicor Launches Third Case Against 20 Firms Over AI Power Delivery
https://singulism.com/en/2026-10-11-vicor-vertical-power-patent-case/
@intellinews.comSouth Korea's Samsung expects record profit as AI chip demand surges: Samsung Electronics (KRX: 005930) expects third-quarter operating profit to have jumped 782.5% year on year to KRW107.4 trillion, as artificial intelligence… Bne IntelliNews #Samsung #AI #ChipDemand #RecordProfit #Semiconductors
@v1s1on-3ndl3ss.bsky.social#BREAKING: #US imports of semiconductors surged +$2.4 billion in August, to a record $15.4 billion.
Over the last 5 months, US imports of #semiconductors have risen +$6.3 billion, or +69%.
YoY, this figure soared +$10.0 billion, or +185%, its largest annual increase in history
@asiaai.bsky.socialKing Slide turned boring AI server rails into an 87% margin empire, capturing 80% of the global market. Mechanical hardware is the ultimate hidden AI moat.
@oregonrainmakers.bsky.social-1 Nvidia, paused Oregon AI program before training a single new ambassador
oregoncapitalchronicle.com/2026/10/01/n...
www.oregonrainmakers.com/blog/rainmak...
#Oregon #Nvidia #JensenHuang #ArtificialIntelligence #AI #Semiconductors #OregonEducation #WorkforceDevelopment #OregonRainmakers
@news.karthihegde.devChip-hex:cost-benefit, energy efficiency and hexagonal
Discussion | hackernews | Author: Engineercom
@freegardener.bsky.socialEtching flux makes crystal nucleation deterministic—controlling exactly where a crystal begins, not just when. Spatially #MaterialsScience #Nanoscience #CrystalGrowth #Semiconductors
https://freegardner.com/sci_scout/etching-flux-controls-where-crystal-nucleation-begins.html
@autonainews.comChip-Smuggling Indictment Highlights Nvidia's Supply Chain and Export Challenges
$300M in Nvidia chips smuggled to China. Now it's a national security case.
@pulseofnations.lolTSMC plans to have CoWoS interposers manufactured at GlobalFoundries, igor'sLAB reports, the first external partner for the packaging tech behind Nvidia and AMD AI chips.
@semiconductornews.bsky.socialChipmakers like Marvell and Arm are launching new AI tech amid surging demand. ASML raises prices for Samsung & SK Hynix. Apple
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@financiernews.bsky.socialAdvanced Micro Devices and Qualcomm Battle for Tech Stock Supremacy as Investors Weigh Which Chip
#AMD #Advanced #Semiconductors https://financier.news/advanced-micro-devices-and-qualcomm-battle-for-tech-stock-supremacy-as-investors-weigh-which-chip-giant-delivers-bigger-gains-in-2026-amd/
@asiaai.bsky.socialThe myth of docile chip labor is dead. Taiwan Micron union workers are voting to strike over profit-sharing, following similar AI-driven memory bonus disputes at Samsung and SK hynix.
@newsramp.comNightfood Holdings forms TechForce Advanced Manufacturing to enter semiconductor equipment production via partnership with JUN LONG MACHINE INDUSTRIAL. Initial revenue targeted for Q4 2026, backed by existing purchase orders. #Semiconductors #Manufacturing
@newsramp.comNightfood Holdings (NGTF), doing business as TechForce Robotics, is advancing semiconductor manufacturing partnerships, AI robotics commercialization, and a potential national exchange listing, with revenue targeted for Q4 2026. #Robotics #Semiconductors
