explore | Grilled Cheese

NVIDIA nears $6T market value amid AI GPU demand; ASML & TSMC partner on 12-inch photomasks

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#AI #Semiconductors

The 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.

#solarcells #ChemSky #ChemPrint

ASML supplies AI chip lithography; Nvidia revenue doubles on AI demand. Plus, Musk's AI chip plans & Samsung's Q3 surg

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#AI #Semiconductors

ASML's tech moat is 10-20 years ahead, fueling AI chip production globally

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#AI #Semiconductors

Humanoid robots to boost Samsung & SK hynix DRAM demand 20X by 2030

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#robotics #semiconductors

Vicor Launches Third Case Against 20 Firms Over AI Power Delivery

#AI #Semiconductors #Power

https://singulism.com/en/2026-10-11-vicor-vertical-power-patent-case/

South 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

#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

King 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.

#Taiwan #Semiconductors

asiaai.fyi/taiwan-micro...

Chip-hex:cost-benefit, energy efficiency and hexagonal
Discussion | hackernews | Author: Engineercom

#Semiconductors

Etching 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

Chip-Smuggling Indictment Highlights Nvidia's Supply Chain and Export Challenges

$300M in Nvidia chips smuggled to China. Now it's a national security case.

#AI #AIHardware #Semiconductors

https://autonainews.com/chip-smuggling-indictment-highlights-nvidias-supply-chain-and-export-challenges/

TSMC 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.

#Amd #Cowos #Globalfoundries #Nvidia #Semiconductors #Tsmc

Chipmakers like Marvell and Arm are launching new AI tech amid surging demand. ASML raises prices for Samsung & SK Hynix. Apple

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#AI #Semiconductors

The 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.

#Taiwan #Semiconductors

asiaai.fyi/micron-taiwa...