News from November 2026
678 stories of semiconductor news published on the Hub in November 2026, newest first and grouped by day (UTC). Each headline opens the story's page on the Hub, with a summary and a link to the original report.
Showing 601 to 650 of 678 stories.
Monday 2 November 202670 stories
ABR Launches Speech AI SDK for Alif ProcessorsDesign & IP · Embedded.com · Summary
Applied Brain Research (ABR) has announced the general availability of its speech AI software development kit (SDK) for Zephyr RTOS on the Alif Semiconductor Ensemble family of edge AI processors.
The software enables streaming automatic speech recognition and text-to-speech synthesis to run entirely on-device, without requiring a cloud connection. It is designed for low-power embedded [...] The post ABR Launches Speech AI SDK for Alif Processors appeared first on Embedded.
AI Image Enhancement Improves Detection Of Flip-Chip Interconnect Defects (MCL, PVA TePla, ASE)Packaging & Test · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Researchers at Materials Center Leoben, PVA TePla, and Advanced Semiconductor Engineering (ASE) published “AI-Based Image Enhancement Improves Detection of Interconnect Defects in Microelectronic Packaging.”
Abstract Excerpt: “Traditional failure-analysis (FA) methods face growing challenges due to the increasing miniaturization and complexity of modern semiconductor devices. In particular, the detection of cracks in the extreme low K... » read more The post AI Image Enhancement Improves Detect…
Marvell wants to be a copper topper, bets $115B on photonics leader to push optical networkingMarkets & Policy · The Register · Summary
Image: The Register (opens in a new tab) IP house believes optics demand is going to explode as Nvidia and others eye bigger systems
Intel foundry push faces critical test after stock's 45% plunge in OctoberFoundry & Manufacturing · CNBC Technology · Summary

Image: CNBC Technology (opens in a new tab) Intel’s turnaround now hinges on proving its foundry strategy can deliver, as customers look for signs the company will add fab capacity and catch TSMC
Convergent Science Advances Engineering Simulation on CoreWeaveEDA & Tools · CoreWeave · Summary

Image: CoreWeave (opens in a new tab) How far can GPU CFD scale? Convergent Science ran 536 million cells on two NVIDIA HGX B200 instances in 3.62 hours.
Here is how to size and scale your own simulations.
Interview with Sweta Gupta, VP of Engineering of Analog BitsMarkets & Policy · SemiWiki Forums · Summary
Sweta Gupta is the Vice President of Engineering at Analog Bits, where she leads development and execution of mixed-signal IP’s, managing circuit and layout teams.
Ms. Gupta has been a part of the Analog Bits team since 2004 and she has successfully managed and delivered high quality IP’s including low jitter PLL’s, low power crystal… Read More The post Interview with Sweta Gupta, VP of Engineering of Analog Bits appeared first on SemiWiki.
Hardware Defense Blocks Memory-Dependent Prefetcher Leakage (KU Leuven)Markets & Policy · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Researchers at KU Leuven and EURECOM published “SecDMP: Provably Secure Data Memory-Dependent Prefetching.” Abstract Excerpt: “In this work, we address this gap by designing a defense that is both secure and efficient.
First, we propose a classification of DMP leakage, categorize existing and novel attacks, and analyze which leakage classes are mitigated by existing defenses.... » read more The post Hardware Defense Blocks Memory-Dependent Prefetcher Leakage (KU Leuven) appeared first on Semico…
Quantum Interconnects Link Two 120-Qubit Processors (IBM Research)Design & IP · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Researchers at IBM Research published “Meter-scale quantum interconnects between large quantum processors.” Abstract Excerpt: “Modular quantum architecture requires long-distance quantum interconnects to stitch together individual processor modules.
Such interconnects, long-distance couplers or L-couplers, must support coherent quantum operation over meter-scale distances and scale to multiple connections between any two modules. Here we demonstrate four L-couplers... » read more The post Quant…
3D Integration Reduces Embodied-Emissions Impact Of GPU Scaling (imec, VUB)Design & IP · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Researchers at imec and Vrije Universiteit Brussels published “Embodied Emissions of 2.5D and 3D Scaling in Chipletized GPUs for Low-Carbon AI.” Abstract “GPU compute resources are scaling to support growing AI workloads, leading to further rises in the climate change impact of hyperscale data centers that rely on high-performance GPUs.
To model how packaging decisions... » read more The post 3D Integration Reduces Embodied-Emissions Impact Of GPU Scaling (imec, VUB) appeared first on Semicondu…
Tachyum, developer of heavily-delayed universal Prodigy processor, voluntarily files for bankruptcyDesign & IP · Tom's Hardware · Summary

Image: Tom's Hardware (opens in a new tab) Tachyum files for bankruptcy, the court in Bratislava initiates bankruptcy proceedings.
What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??Markets & Policy · The Circuit · Summary

Image: The Circuit (opens in a new tab) Ben Bajarin and Jay Goldberg unpack a packed week for AI and semiconductors, starting with Anthropic’s S-1 and what it reveals about the cost of staying at the frontier.
We discuss why enterprise AI adoption still has room to grow, what our latest CIO survey says about ROI, and why Anthropic wants more control over its compute infrastructure. Hyperscaler earnings raise a broader question: how much of that AI investment is improving the rest of their businesses?
Then we turn to Intel’s disappoin…
WEBINAR: Porting, Analysing & Optimising AI Models onto Edge GPUsDesign & IP · SemiWiki Forums · Summary
Modern AI models are opening up new possibilities at the edge. Turning those possibilities into responsive, efficient applications, however, requires more than choosing hardware with an impressive TOPS figure.
Developers need to understand how models behave on their target devices, where performance is lost, and which optimisations… Read More The post WEBINAR: Porting, Analysing & Optimising AI Models onto Edge GPUs appeared first on SemiWiki.
Co-Optimizing Access Points Improves Analog Placement (UT Austin)Markets & Policy · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Researchers at the University of Texas at Austin published “APPlace: Co-Optimizing Device Locations and Access Points for Routing-Aware Analog Placement.”
Abstract “Analog layout automation remains challenging in Analog/Mixed-Signal circuit design, because parasitics and mismatches introduced during layout strongly affect circuit performance.
Placement is especially critical among the layout stages, as it constrains the routing solution... » read more The post Co-Optimizing Access Points Improv…
The Step-by-Step Process of STCOPackaging & Test · Electronic Design · Summary

Image: Electronic Design (opens in a new tab) Dive into the fundamentals of system technology co-optimization (STCO) and how it helps streamline chiplet-based designs.
Marvell to acquire Lumentum for $115bn, expanding total addressable market to $550bnMarkets & Policy · Semiconductor Today · Summary
Data infrastructure semiconductor solutions provider Marvell Technology Inc of Santa Clara, CA, USA has agreed to acquire Lumentum Holdings Inc of San Jose, CA, USA (which designs and makes optical and photonic products for optical networks and lasers) in an all-stock transaction that has been unanimously approved by the boards of directors of both companies...
Alleged Jensen Huang spy plot highlights Nvidia export concernsMarkets & Policy · eeNews Europe · Summary

Image: eeNews Europe (opens in a new tab) US intelligence agencies reportedly concluded that a Chinese businesswoman with access to Nvidia CEO Jensen Huang was passing information to Beijing, raising questions about the security of the company’s commercial relationships and the enforcement of US semiconductor export controls.
The alleged Jensen Huang spy plot was reported by The New York Times on 29 October […] The post Alleged Jensen Huang spy plot highlights Nvidia export concerns appeared first on eeNews Europe.
Using for AI for Root Cause Analysis of Simulation FailuresEDA & Tools · SemiWiki Forums · Summary
I’ve been working with AMIQ EDA for almost nine years now, writing about their cool technologies and interviewing users about their experiences. I’ve read through more user guides and release notes than I can count.
I’ve watched many dozens of video clips showing how to use their products. I’ve even visited their headquarters … Read More The post Using for AI for Root Cause Analysis of Simulation Failures appeared first on SemiWiki.
The Rise of LLMJacking: How Threat Actors Monetize Compromised Cloud and Model ResourcesMarkets & Policy · Google Cloud pricing (GPU / TPU) · Summary

Image: Google Cloud pricing (GPU / TPU) (opens in a new tab) Written by: Christopher Romano, Codi Starks, Garrett Mahoney, John Wolfram, Josh Murchie, K Singh, Mathew Potaczek, Mike Lombardi, Rik Dolfing Introduction Mandiant responded to multiple incidents in 2026 in which threat actors hijacked enterprise access to Large Language Models (LLMs), a tactic known as "LLMJacking."
Spanning a variety of cloud and LLM providers, these intrusions impacted organizations in North America, South America, and Asia Pacific across the financial services, retail, tec…
Imec partners with Belgian Defense for military technology developmentMarkets & Policy · Bits&Chips · Summary

Image: Bits&Chips (opens in a new tab) Imec and Belgium’s Ministry of Defense have announced a strategic partnership to accelerate the development of sensors, AI and secure connectivity for defense and security applications.
Cardiff and Swansea universities sign MoU to explore developing UK compound semiconductor pilot foundry capabilitiesFoundry & Manufacturing · Semiconductor Today · Summary
Cardiff University and Swansea University are to work together to explore the development of the UK's first multi-institution approach to industry-connected national compound semiconductor pilot foundry capabilities...
Nordic Semi celebrates with micro:bit class kit programmeMarkets & Policy · Electronics Weekly · Summary

Image: Electronics Weekly (opens in a new tab) Nordic Semiconductor is celebrating its 10 years of involvement in the BBC micro:bit with its “micro:bit class kit” programme. Nordic is offering BBC micro:bit Club kits to classrooms around the […] The post Nordic Semi celebrates with micro:bit class kit programme appeared first on Electronics Weekly.
Marvell to buy Lumentum in all-stock deal, a massive bet on AI connectivityMarkets & Policy · CNBC Technology · Summary

Image: CNBC Technology (opens in a new tab) The AI infrastructure deal is expected to close during the first half of 2028.
NVIDIA Brev security breach may have exposed SSH keys used to access customer VMs — investigation finds unauthorized activity spanning 16 days, but no evidence of misuseMarkets & Policy · Tom's Hardware · Summary

Image: Tom's Hardware (opens in a new tab) NVIDIA is investigating a security incident involving its Brev cloud development platform after detecting unauthorized activity between October 4 and October 20. The incident may have exposed SSH keys used to access customer virtual machines.
NVIDIA has rotated the affected keys and updated customer instances, but says it is unaware of any improper use
Demcon targets photonics assembly bottleneck with laser-written connectionsMarkets & Policy · Bits&Chips · Summary

Image: Bits&Chips (opens in a new tab) Demcon Photonics is developing a manufacturing approach that uses laser-written optical waveguides to connect fiber arrays to photonic chips.
New NOC Ties Together FPGA SoCDesign & IP · Electronic Design · Summary

Image: Electronic Design (opens in a new tab) Altera’s Agilex 2x family delivers improved performance with a new network-on-chip
Qualcomm Validates HBC Stacked Memory Ahead of 2027 Dragonfly AI250 SamplingDesign & IP · ServeTheHome · Summary

Image: ServeTheHome (opens in a new tab) Qualcomm today is announcing that they have completed initial validation on their High Bandwidth Compute technology.
The DRAM-stacked-upon-compute architecture moves on to commercialization, with Dragonfly AI250 set to sample in the first half of 2027 The post Qualcomm Validates HBC Stacked Memory Ahead of 2027 Dragonfly AI250 Sampling appeared first on ServeTheHome.
Anthropic's S-1 Opens the Books, Oracle Goes Heterogeneous, and the Real AI Capital RaceMarkets & Policy · The Six Five · Summary
Anthropic's S-1 puts frontier AI economics on the public record, Oracle adds TPUs and Cerebras to a compute stack that was mostly NVIDIA, and hyperscaler earnings show cloud growth is exceeding free cash flow. Together they make capital structure, more than demand, the constraint on who can scale.
Patrick Moorhead and Daniel Newman work through what the filings, the earnings, and a neocloud financing debate say about who can afford the build-out. The handpicked topics for this week are: 🔹 Anth…
Sir Arthur C. Clarke Deserves a Nobel PrizeMarkets & Policy · EE Times · Summary

Image: EE Times (opens in a new tab) Ever since the Silicon Catalyst 2023 Semiconductor Industry Forum (“Welcome to our AI Wonderland”), I’ve been convinced that the Nobel Prize committee needs to consider a posthumous award for Sir Arthur. As a reminder, Sir Arthur’s movie “2001: A Space Odyssey” was released in 1968.
At that time, the smallest commercially available transistor geometry was […] The post Sir Arthur C. Clarke Deserves a Nobel Prize appeared first on EE Times.
Applied Brain Research Announces General Availability of Its Speech AI SDK for Zephyr RTOS on the Alif Ensemble Family of ProcessorsDesign & IP · PR Newswire · Summary

Image: PR Newswire (opens in a new tab) On-device streaming speech recognition and text-to-speech for low-power edge devices; Niagara ASR to be demonstrated in the Alif Semiconductor booth at electronica 2026 in Munich WATERLOO, ON, Nov. 2, 2026 /PRNewswire/ -- Applied Brain Research (ABR) today announced the general...
China’s EDA champion buys start-up to address weak link, support Huawei’s Tau Scaling LawEDA & Tools · South China Morning Post - Tech · Summary
Empyrean Technology, China’s top provider of electronic design automation (EDA) tools, plans to acquire a majority stake in a domestic start-up, reinforcing Beijing’s drive for tech self-sufficiency and bolstering support for Huawei Technologies’ semiconductor ambitions.
The Beijing-based firm said in a Shenzhen Stock Exchange filing on Sunday that it would acquire a 50.38 per cent stake in Easy-Logic Technology for 218.8 million yuan (US$33 million). Once completed, the start-up would be...
AI model gets a 32-bit RISC-V CPU compiled directly into its weights, then runs DOOM on it — experimental AI model can run Doom and C code using its own weights as RAMDesign & IP · Tom's Hardware · Summary

Image: Tom's Hardware (opens in a new tab) Qwenputer is an experimental blend of the stock Qwen 3.5 4B LLM with a 32-bit RISC-V CPU compiled and inserted directly into its weights.
Shutting the Door on the XCPE BotnetEquipment & Materials · Google Cloud pricing (GPU / TPU) · Summary

Image: Google Cloud pricing (GPU / TPU) (opens in a new tab) Introduction Last week, Google and industry partners dismantled the XCPE backdoor which enrolled more than 1.3 million set-top boxes into a botnet.
We assess with high confidence that the backdoor and botnet were intentionally developed, deployed, and operated for financial gain by Videostrong Technology Co., an Android Original Equipment Manufacturer (OEM) and Original Device Manufacturer (ODM).
Videostrong monetized the backdoor by selling access to criminal affiliates and loading those affil…
Agentic AI accelerates 3D IC engineering for the AI factory eraEDA & Tools · SemiWiki Forums · Summary
What if you could completely rethink what an EDA workflow looks like for the increasingly complex 3D ICs powering the next generation of AI factories? Siemens’ expanded agentic AI portfolio is automating the hardest parts of 3D IC engineering.
At NVIDIA GTC Berlin 2026, Siemens announced an expansion of its EDA agentic AI portfolio,… Read More The post Agentic AI accelerates 3D IC engineering for the AI factory era appeared first on SemiWiki.
BIWIN to Show Storage Solutions for AI and the Edge at electronica 2026Markets & Policy · EE Times · Summary

Image: EE Times (opens in a new tab) Gear up for the AI era. From 122.88 TB enterprise SSDs to integrated embedded memory and Mini SSDs, BIWIN will showcase storage solutions built specifically for a new generation of electronic systems.
BIWIN, a leading provider of memory and storage solutions, will exhibit at electronica 2026, November 10-13 at Trade Fair Center Messe München in […] The post BIWIN to Show Storage Solutions for AI and the Edge at electronica 2026 appeared first on EE Times.
Axcelis Technologies and Veeco Instruments Provide Update on Expected Timing of Merger ClosingEquipment & Materials · PR Newswire · Summary
Merger now expected to close by the end of the first quarter of 2027 BEVERLY, Mass., and PLAINVIEW, N.Y., Nov. 2, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS) ("Axcelis") and Veeco Instruments Inc. (NASDAQ: VECO) ("Veeco") today provided an update on the expected timing...
Save the Date: Nova to Host Investor Day on March 9, 2027Equipment & Materials · PR Newswire · Summary
REHOVOT, Israel, Nov. 2, 2026 /PRNewswire/ -- Nova (Nasdaq: NVMI), a leading innovator and a key provider of advanced metrology and process control solutions used in semiconductor manufacturing, today announced that it will host an Investor Day on March 9, 2027, at the Nasdaq MarketSite...
Olaf van der Sluis takes helm of TUE’s Casimir InstituteMarkets & Policy · Bits&Chips · Summary

Image: Bits&Chips (opens in a new tab) Olaf van der Sluis has succeeded Bart Smolders as scientific director of the Casimir Institute, Eindhoven University of Technology’s research institute for chips and high-tech systems.
FormalOS adds structure to RTL verification and sign-offEDA & Tools · Electronics Weekly · Summary

Image: Electronics Weekly (opens in a new tab) Lubis EDA has released FormalOs, a verification infrastructure platform which is designed to be a tool-agnostic orchestration layer for verification for SoC, asic and IP sign-off projects. According to the […] The post FormalOS adds structure to RTL verification and sign-off appeared first on Electronics Weekly.
Marvell to buy data centre component maker Lumentum in $115bn AI betMarkets & Policy · Financial Times - Semiconductors · Summary
Silicon Valley companies said all-stock deal would create a ‘leader in AI connectivity’
China’s CXMT defends bet on risky new DRAM architecture to circumvent US chip curbsDesign & IP · South China Morning Post - Tech · Summary
Chinese memory chip giant ChangXin Memory Technologies (CXMT) is pressing ahead with an alternative chip architecture that US rival Micron Technology has chosen to bypass, highlighting an industry divide over how best to pack more data onto silicon under cost and geopolitical constraints.
The Hefei-based company planned to send customers samples of its first server-grade dynamic random-access memory (DRAM) product built on the 4F² architecture by the end of this year, according to a summary of.…
Grab a $450 saving on this 4K-ready gaming PC with an RTX 5070 Ti and 32GB DDR5 right nowDesign & IP · Tom's Hardware · Summary

Image: Tom's Hardware (opens in a new tab) This ABS Stratos II Aqua gaming PC has dropped to $2,549.99 at Newegg right now, giving you a rig with a 24-core Intel Core i9-14900KF CPU, an Nvidia GeForce RTX 5070 Ti GPU, a 2TB SSD, and 32GB of DDR5 RAM.
STMicroelectronics introduces integrated angular rate sensors for ADASMarkets & Policy · Electronics Weekly · Summary

Image: Electronics Weekly (opens in a new tab) STMicroelectronics is introducing its first automotive safety combination sensors aimed at mass-market applications, following the integration of NXP’s sensors division.
They enable advanced safety and driver-assistance features across categories from […] The post STMicroelectronics introduces integrated angular rate sensors for ADAS appeared first on Electronics Weekly.
Andes Waits For Market Momentum For Cuzco CPUDesign & IP · EE Times · Summary

Image: EE Times (opens in a new tab) Andes CTO Charlie Su said the company put its high-end RISC-V CPU on the back burner for commercial reasons. The post Andes Waits For Market Momentum For Cuzco CPU appeared first on EE Times.
Thin Dielectric Substrates for WBG Module PackagingPackaging & Test · Power Electronics News · Summary
Substrate selection tradeoffs in thermal conductance, isolation, and CTE matching shape WBG power module reliability and density. The post Thin Dielectric Substrates for WBG Module Packaging appeared first on Power Electronics News.
Smartphone shipments fall 20% year-on-year in Q3, the lowest third-quarter total since 2013Markets & Policy · Semiconductor Today · Summary
Global smartphone shipments fell 20% year-on-year (YoY) to 254.7 million units in Q3/2026, according to Omdia, marking the lowest third-quarter shipment volume since 2013. Rising smartphone prices continued to weigh on consumer demand, particularly in emerging markets.
Distributors and retailers also remained cautious about replenishing inventory ahead of the holiday season, as higher device costs increased working capital requirements and limited stocking volumes...
Weekly Radar 008: DRAM Tightness Splits by CapacityDesign & IP · TrendForce Insights · Summary

Image: TrendForce Insights (opens in a new tab) GPU supply tightens as the Rubin transition begins, while MLCC lead times extend.
Taiwan shares end down but off lows amid U.S. volatilityMarkets & Policy · Focus Taiwan (CNA) · Summary

Image: Focus Taiwan (CNA) (opens in a new tab) Taipei, Nov. 2 (CNA) Shares in Taiwan closed down Monday but recovered from the day's low as the market remained concerned about volatility in the United States amid questions over massive spending on AI infrastructure, dealers said.
Avnet Silica signs Teltonika Networks for industrial connectivityMarkets & Policy · Electronics Weekly · Summary

Image: Electronics Weekly (opens in a new tab) Avnet Silica is expanding its support for industrial connectivity following a distribution agreement with Teltonika Networks. It covers, for example, modems, routers, gateways and switches.
And also Teltonika’s remote management […] The post Avnet Silica signs Teltonika Networks for industrial connectivity appeared first on Electronics Weekly.
Putting AI To The TestPackaging & Test · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Who verifies the verifier? This is the age-old question for anyone involved in the verification of semiconductor systems.
Who verifies AI? The post Putting AI To The Test appeared first on Semiconductor Engineering.
Shift Left Is Becoming A System-Level ProblemMarkets & Policy · Semiconductor Engineering · Summary

Image: Semiconductor Engineering (opens in a new tab) Rise in complexity is pushing engineers to validate hardware, software, and physical constraints earlier in the design flow, but fragmented workflows make that difficult. The post Shift Left Is Becoming A System-Level Problem appeared first on Semiconductor Engineering.