#$TSM
TSMC and Terafab are in talks over chip manufacturing cooperation in Texas
- Elon Musk confirms the discussions directly
- Terafab being considered as an anchor customer for a future TSMC Texas fab
- Adds to TSMC's growing U.S. expansion push amid semiconductor reshoring pressure
TSMC and Terafab are in talks over chip manufacturing cooperation in Texas
- Elon Musk confirms the discussions directly
- Terafab being considered as an anchor customer for a future TSMC Texas fab
- Adds to TSMC's growing U.S. expansion push amid semiconductor reshoring pressure
October 3, 2026 at 11:11 AM
#$TSM
TSMC and Terafab are in talks over chip manufacturing cooperation in Texas
- Elon Musk confirms the discussions directly
- Terafab being considered as an anchor customer for a future TSMC Texas fab
- Adds to TSMC's growing U.S. expansion push amid semiconductor reshoring pressure
TSMC and Terafab are in talks over chip manufacturing cooperation in Texas
- Elon Musk confirms the discussions directly
- Terafab being considered as an anchor customer for a future TSMC Texas fab
- Adds to TSMC's growing U.S. expansion push amid semiconductor reshoring pressure
should be, and I can understand why.
He’s dealing with many competing issues when it comes to founding and scaling a hugely ambitious semiconductor project. Choosing a partner is very big decision, and he’d be wise to not rule anything out, or in, until a deal is signed.
4/18
He’s dealing with many competing issues when it comes to founding and scaling a hugely ambitious semiconductor project. Choosing a partner is very big decision, and he’d be wise to not rule anything out, or in, until a deal is signed.
4/18
October 3, 2026 at 11:02 AM
should be, and I can understand why.
He’s dealing with many competing issues when it comes to founding and scaling a hugely ambitious semiconductor project. Choosing a partner is very big decision, and he’d be wise to not rule anything out, or in, until a deal is signed.
4/18
He’s dealing with many competing issues when it comes to founding and scaling a hugely ambitious semiconductor project. Choosing a partner is very big decision, and he’d be wise to not rule anything out, or in, until a deal is signed.
4/18
SiC Power Semiconductor Market Size, Share Report and Trend 2035 www.marketresearchfuture.com/reports/sic-...
SiC Power Semiconductor Market Size, Share Report and Trend 2035
SiC Power Semiconductor Market expected to reach USD 50.1 Billion at a CAGR of 30.4% by 2035, Global SiC Power Semiconductor Market Growth by Device, Wafer Size, End User and Region | SiC Power Semico...
www.marketresearchfuture.com
October 3, 2026 at 10:14 AM
SiC Power Semiconductor Market Size, Share Report and Trend 2035 www.marketresearchfuture.com/reports/sic-...
Taiwan, U.K. sign science, technology deal covering 3 areas
16:26
Taiwan and the United Kingdom have signed an agreement to pursue projects in satellite communications, silicon photonics and semiconductor talent development, Taiwan's National Science and Technology Council (NSTC) said Saturday. […]
16:26
Taiwan and the United Kingdom have signed an agreement to pursue projects in satellite communications, silicon photonics and semiconductor talent development, Taiwan's National Science and Technology Council (NSTC) said Saturday. […]
Original post on pbs.idv.tw
pbs.idv.tw
October 3, 2026 at 8:43 AM
Taiwan, U.K. sign science, technology deal covering 3 areas
16:26
Taiwan and the United Kingdom have signed an agreement to pursue projects in satellite communications, silicon photonics and semiconductor talent development, Taiwan's National Science and Technology Council (NSTC) said Saturday. […]
16:26
Taiwan and the United Kingdom have signed an agreement to pursue projects in satellite communications, silicon photonics and semiconductor talent development, Taiwan's National Science and Technology Council (NSTC) said Saturday. […]
Northrop Grumman Quadruples US Semiconductor Output for Radars Fighters Satellites and…
www.armyrecognition.com/news/army-ne...
#MilitaryTech #Defense #SituationalAwareness
www.armyrecognition.com/news/army-ne...
#MilitaryTech #Defense #SituationalAwareness
Northrop Grumman Quadruples US Semiconductor Output for Radars Fighters Satellites and EW Systems
Northrop Grumman plans to quadruple US semiconductor output by 2030 for radars fighters, satellites, electronic warfare and military communications.
www.armyrecognition.com
October 3, 2026 at 8:42 AM
Northrop Grumman Quadruples US Semiconductor Output for Radars Fighters Satellites and…
www.armyrecognition.com/news/army-ne...
#MilitaryTech #Defense #SituationalAwareness
www.armyrecognition.com/news/army-ne...
#MilitaryTech #Defense #SituationalAwareness
NVTS — SELL 🔴
Navitas Semiconductor (NVTS) is rated Sell as the market prices in a turnaround that the latest numbers do not confirm. Rich valuation, ongoing cash burn, and weak operating leverage outweigh the company’s strong cash balance.
lf0.com ↗
Navitas Semiconductor (NVTS) is rated Sell as the market prices in a turnaround that the latest numbers do not confirm. Rich valuation, ongoing cash burn, and weak operating leverage outweigh the company’s strong cash balance.
lf0.com ↗
October 3, 2026 at 8:27 AM
NVTS — SELL 🔴
Navitas Semiconductor (NVTS) is rated Sell as the market prices in a turnaround that the latest numbers do not confirm. Rich valuation, ongoing cash burn, and weak operating leverage outweigh the company’s strong cash balance.
lf0.com ↗
Navitas Semiconductor (NVTS) is rated Sell as the market prices in a turnaround that the latest numbers do not confirm. Rich valuation, ongoing cash burn, and weak operating leverage outweigh the company’s strong cash balance.
lf0.com ↗
"Chinese semiconductor plants amassed hundreds of immersion lithography machines worth billions of dollars in recent years, according to former US officials, who urged Washington and its allies to shut down further exports." www.scmp.com/tech/tech-wa...
China’s buying spree in ASML DUV gear prompts US calls for total export ban
DUV tools, though not as advanced as EUV, can be adapted to manufacture 7-nm logic chips and advanced memory for AI processors, report says.
www.scmp.com
October 3, 2026 at 7:14 AM
"Chinese semiconductor plants amassed hundreds of immersion lithography machines worth billions of dollars in recent years, according to former US officials, who urged Washington and its allies to shut down further exports." www.scmp.com/tech/tech-wa...
You could range with visible light from a slaved emitter, but the energy required to do it at any serious range is going to be astronomical. That's true if you're using ultra-fast photo diodes to measure the return. If you're using a bulk semiconductor -- your basic sensor -- go fuck yourself.
October 3, 2026 at 7:10 AM
You could range with visible light from a slaved emitter, but the energy required to do it at any serious range is going to be astronomical. That's true if you're using ultra-fast photo diodes to measure the return. If you're using a bulk semiconductor -- your basic sensor -- go fuck yourself.
Taiwan Semiconductor Manufacturing is reportedly evaluating a partnership with Elon Musk's Terafab wafer fab, which could become the anchor customer… #elon #musk #elonmusk
https://mu.sk/ujEh
https://mu.sk/ujEh
October 3, 2026 at 7:02 AM
Taiwan Semiconductor Manufacturing is reportedly evaluating a partnership with Elon Musk's Terafab wafer fab, which could become the anchor customer… #elon #musk #elonmusk
https://mu.sk/ujEh
https://mu.sk/ujEh
How does germanium handle extreme heat? Answers from IIT Indore and RRCAT
To deep dive, tap researchmatters.in/news/scienti...
#photonics #laser #germanium #ramanmicroscopy #scienceeducation #scicomm #Indianscience #sciencecommunication
To deep dive, tap researchmatters.in/news/scienti...
#photonics #laser #germanium #ramanmicroscopy #scienceeducation #scicomm #Indianscience #sciencecommunication
Scientists map how key semiconductor element germanium thin films respond to heat and laser light | Research Matters
Germanium (Ge) is a greyish-white element with atomic number 32 and an indispensable part of modern electronic infrastructure, used in semiconductors, integrated circuits, LEDs, and solar cells. Resea...
researchmatters.in
October 3, 2026 at 6:49 AM
How does germanium handle extreme heat? Answers from IIT Indore and RRCAT
To deep dive, tap researchmatters.in/news/scienti...
#photonics #laser #germanium #ramanmicroscopy #scienceeducation #scicomm #Indianscience #sciencecommunication
To deep dive, tap researchmatters.in/news/scienti...
#photonics #laser #germanium #ramanmicroscopy #scienceeducation #scicomm #Indianscience #sciencecommunication
Micron's record Q4 revenue surge fueled by AI demand, data center sales hit $18B
Sponsor this news channel. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
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#AI #Semiconductors
October 3, 2026 at 6:45 AM
Micron's record Q4 revenue surge fueled by AI demand, data center sales hit $18B
Sponsor this news channel. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
Sponsor this news channel. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
My hedge is as #globalization breaks down the #semiconductor needed by #AI is going to get even more expensive and out of reach than before which affects it's scale and affordability. AI is one of those tech with long 30-50 year maturation cycle that takes time to grow/mature/adopted.
#Ai will be deemed one of those historical cases where billionaire investors counted their chickens before the eggs even hatched. Does that mean AI is a fool's errand? Not at all, it will have it's place but it won't be the totally transformative tech they/tech bros all seems to think it is.
Analysis:AI's race to transform the world before the money runs out
October 3, 2026 at 5:29 AM
My hedge is as #globalization breaks down the #semiconductor needed by #AI is going to get even more expensive and out of reach than before which affects it's scale and affordability. AI is one of those tech with long 30-50 year maturation cycle that takes time to grow/mature/adopted.
Onsemi révise son offre de rachat de Synaptics : environ 5,7 milliards de dollars en numéraire, contre une opération entièrement en actions d’environ 7 milliards annoncée en juin, après la réception d’une autre offre par Synaptics
Onsemi révise son offre de rachat de Synaptics : environ 5,7 milliards de dollars en numéraire, contre une opération entièrement en actions d’environ 7 milliards annoncée en juin, après la réception d’une autre offre par Synaptics
ON Semiconductor indique qu’elle paiera 123 dollars par action pour Synaptics, ce qui valorise l’opération à environ 5,7 milliards de dollars.
www.lefiltech.fr
October 3, 2026 at 5:12 AM
Onsemi révise son offre de rachat de Synaptics : environ 5,7 milliards de dollars en numéraire, contre une opération entièrement en actions d’environ 7 milliards annoncée en juin, après la réception d’une autre offre par Synaptics
AMD sentiment is at 7.0/10 despite a -1.0 pt dip this week. The chipmaker remains in a constructive bracket, showing much stronger signal resilience than the broader semiconductor space, where SOXX has drifted to a 3.0/10 floor with persistent narrative hurdles. assetfeel.com #stocks #m...
October 3, 2026 at 4:00 AM
AMD sentiment is at 7.0/10 despite a -1.0 pt dip this week. The chipmaker remains in a constructive bracket, showing much stronger signal resilience than the broader semiconductor space, where SOXX has drifted to a 3.0/10 floor with persistent narrative hurdles. assetfeel.com #stocks #m...
@SnoopJ @fooderick if you said strobing illumination synchronized to the camera shutter instead of hyperspectral that would have made sense to me but I feel like I'm missing what signal the other color bands would get you that justify going to a whole other semiconductor technology (which you […]
Original post on feed.hella.cheap
feed.hella.cheap
October 3, 2026 at 3:53 AM
@SnoopJ @fooderick if you said strobing illumination synchronized to the camera shutter instead of hyperspectral that would have made sense to me but I feel like I'm missing what signal the other color bands would get you that justify going to a whole other semiconductor technology (which you […]
OKI Develops 124-Layer PCB Technology | Discussion
OKI Develops 124-Layer PCB Technology for Next-Generation AI Semiconductor Testing Equipment | OKI
OKI Circuit Technology, the OKI Group printed circuit board company, has successfully developed 124-layer PCB technology for wafer inspection equipment designed for next-generation high bandwidth memory, such as HBM mounted on AI semiconductors.
www.oki.com
October 3, 2026 at 3:20 AM
OKI Develops 124-Layer PCB Technology | Discussion
TSMC powers the AI boom, producing 90% of advanced AI chips. Nvidia & Micron depend on its tech
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
October 3, 2026 at 2:41 AM
TSMC powers the AI boom, producing 90% of advanced AI chips. Nvidia & Micron depend on its tech
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
📢 Northrop Grumman plans to quadruple its U.S. microchip production by 2030 to strengthen the domestic semiconductor supply chain.
October 3, 2026 at 2:04 AM
📢 Northrop Grumman plans to quadruple its U.S. microchip production by 2030 to strengthen the domestic semiconductor supply chain.