@edsonbellido.bsky.socialVIS and NXP just opened their first 300mm fab in Singapore, and first sample lots are already above 99% yield. ๐ญ Why does mature node capacity matter this much? ๐งต #Semiconductors #Chips
@news.karthihegde.devThe GPU Black Market That Washington Can't Shut Down
Discussion | hackernews | Author: ilreb
@ieeesscs.bsky.socialKnow an IC leader driving commercial breakthroughs? ๐
Nominate them for the IEEE SSCS Industry Impact Award! Honors seminal impact in the IC business over the past 10 yrs.
$5,000 prize + plaque
Deadline: Oct 15, 2026
Submit: https://bit.ly/4121eAn
@stemsearchgroup.bsky.socialThe semiconductor talent story goes far beyond the fab. ๐ญ๐งช Chemicals, specialty gases, filtration, ultrapure water, and contamination control all need specialized talent. We mapped the hidden workforce behind the U.S. buildout. ๐ฌ๐
@news.karthihegde.devWhere We Expect AMD EPYC 9006 CPUs in the Era of Agentic AI โ ServeTheHome
Discussion | hackernews | Author: rbanffy
@edsonbellido.bsky.socialThank you to The Elec Inc. and Lee Jun for the original reporting. Full story: https://www.thelec.net/news/articleView.html?idxno=14272 #Semiconductors #Chips
@edsonbellido.bsky.socialโฉ70.3 billion for a single AI chip contract ๐ก SEMIFIVE just landed its largest deal ever from a US fabless firm, and it equals 40% of everything they booked in all of last year. ๐งต #Semiconductors #AIChips
@deadstack.netMicron reports surge in revenue and strong guidance as AI memory demand soars https://deadstack.net/cluster/30087
#tech #datacenter #memory #semiconductors #chipmanufacturing #earnings #business
@edsonbellido.bsky.socialRichard Ho, OpenAI's head of hardware, calls the timeline a new baseline. Companies are already knocking on OpenAI's door to learn the method. Design cycle speed is now a competitive variable in custom silicon. #Semiconductors #CustomSilicon
@edsonbellido.bsky.social9 months from RTL to tapeout. OpenAI built its Jalapeรฑo ASIC with AI in the design loop, and the industry wants the playbook ๐ค #Semiconductors #ASIC
@ctfm-lab.bsky.socialExcerpts from day 2 of the 2026 Women in Science symposium at @fau.de:
Dr. Dandan Gao (@unimainz.bsky.social) &
Prof. Jannika Lauth (@unituebingen.bsky.social, @unihannover.bsky.social)
on #semiconductors, #surfaces,
and what they can do in #energy #conversion.
@edsonbellido.bsky.socialVIS and NXP just opened their first 300mm fab in Singapore, and first sample lots are already above 99% yield. ๐ญ Why does mature node capacity matter this much? ๐งต #Semiconductors #Chips
@financiernews.bsky.social๐ ๏ธ Broadcom To Lend Anthropic Up To $42B To Lease Its AI Chips, Filing Shows
Broadcom will lend Anthropic up to $42 billion to lease its chips, per a filing, tying the AI startup's compute buildout to Broadcom's balance sheet.
@leansupplai.bsky.socialSamsung Electro-Mechanics is pouring five billion dollars into expanding its production of ABF substrates, a key component for high-end semiconductors. Announced September 29, 2026, the investment will build new. https://leansupplai.com/en/news/45282 #SupplyChain #Procurement #Semiconductors
@edsonbellido.bsky.socialThe real test: whether consultations convert into joint R&D and pilot projects, not booth traffic. Thank you to Businesskorea and author Lee Song-hoon. https://www.businesskorea.co.kr/news/articleView.html?idxno=277929 #Semiconductors #Kyushu
@edsonbellido.bsky.socialWhy now: Kyushu hosts 1,000+ chip companies and JASM's Kumamoto plant hit full scale operations end of 2024, drawing Sony, Rohm and SUMCO. Japanese trading houses want supply chain diversification. Korean MPE firms are the hedge. #Semiconductors #ChipSupply
@edsonbellido.bsky.social14 Korean chip suppliers walk into Fukuoka. 50 Japanese buyers are waiting. ๐ค KOTRA's Korea Japan Semiconductor Matching Day opens today on Kyushu, Japan's Silicon Island. #Semiconductors #SupplyChain
@martinguay.cryovex.comAI needs memory. Micron is cashing in. Record fiscal 2026 results put memory chips in the spotlightโbut what could the boom mean for your next PC upgrade?
@gradiantcorp.bsky.social๐ ๐ฒ๐ฒ๐ ๐๐ฟ๐ฎ๐ฑ๐ถ๐ฎ๐ป๐ ๐ฎ๐ ๐ฆ๐๐ ๐๐๐ข๐ก ๐ช๐ฒ๐๐ ๐ฎ๐ฌ๐ฎ๐ฒ ๐ถ๐ป ๐ฆ๐ฎ๐ป ๐๐ฟ๐ฎ๐ป๐ฐ๐ถ๐๐ฐ๐ผ ๐บ๐ธ๐ง
Meet Nishith Vora, Managing Director, Americas, and Amrat Gandhi, VP of Sales, at SEMICON West 2026.
#SEMICONWest #TransformTomorrow #Semiconductors #TheWaterLayerOfTheAIEconomy
@edsonbellido.bsky.socialThe headline number: $6 billion. That is onsemi's Physical AI opportunity by 2030, excluding vehicles. The bridge: a ~$7 billion Synaptics acquisition adding touch controller and Edge AI silicon, expected to close mid 2027. #Semiconductors #PhysicalAI