TrendForce projects 1.31 million AR glasses shipments in 2026, up 111.1% from 2025.
eeherald.com/section/news/p1… #ARGlasses #DisplayTechnology
TSMC reported Q3 2026 revenue of NT$1,494.24 billion, up 50.9% year over year. 2 nanometer made up 8% of wafer revenue.
eeherald.com/section/news/p1… #TSMC #Semiconductors
onsemi says EliteSiC hybrid modules improve PowerTitan 3.0 inverter efficiency by 0.4%, with peak efficiency above 99.3%.
eeherald.com/section/news/p1… #EnergyStorage #PowerElectronics
IBM and Siemens will develop design, simulation and lithography methods for nanostack generations beyond the 7 angstrom node.
eeherald.com/section/news/p1… #Semiconductors
GlobalFoundries will operate two new fabs in Malta, New York, with the first 300mm fab expected online in 2029.
eeherald.com/section/news/p1…
#Semiconductors
Marvell, Microsoft and Oracle are forming an OCP group to define a FIPS 140 3 Level 3 integrated HSM for data center servers.
eeherald.com/section/news/p1…
#HardwareSecurity #DataCenter
Littelfuse’s automotive TVS diode combines 7,000 W peak pulse power with 24 V clamping in a single SMC package.
eeherald.com/section/new-pro… #AutomotiveElectronics #TVSDiode
TrendForce forecasts AI server revenue near $920 billion in 2027, up more than 90%, as nine leading CSPs exceed $1.5 trillion in CapEx.
eeherald.com/section/news/p1…
#AIInfrastructure
Omdia found 28% of 35 providers disclose no proof of sovereignty, while 8 in 10 contracts put network resilience outside provider responsibility.
eeherald.com/section/news/p1…
#SovereignAI #EnterpriseAI
Qualcomm says a jury found Arm breached its Architectural License Agreement and intentionally acted to disrupt Qualcomm’s businesses.
eeherald.com/section/news/p1… #Qualcomm #Arm
SEMI projects global 300mm fab equipment spending will reach $227 billion in 2029, with $149 billion projected for 2026.
eeherald.com/section/news/p1… #Semiconductors #FabEquipment
Gujarat based Brilliant Labgrown grows CVD diamond wafers, heat spreaders and IR optics for electronics.
eeherald.com/section/new-pro… #CVDDiamond
Infineon introduced a hot swap controller for ±400 V and 800 VDC AI server power, with digital SOA control and Boost Mode.
eeherald.com/section/news/p1… #PowerElectronics
D Wave and Arkansas Walton College will study quantum optimization for supply chain routing, inventory, scheduling and disruption decisions.
eeherald.com/section/news/p1… #QuantumComputing #SupplyChain
JEOL will begin HAXIS sales on October 5, 2026. The system combines argon ion milling, SEM imaging and passive voltage contrast for semiconductor failure analysis.
eeherald.com/section/news/p1… #SemiconductorFailureAnalysis
eInfochips completed ASIC design, test chip fabrication, packaging and bring up, demonstrating turnkey capability.
eeherald.com/section/news/p1…
#ASIC #SemiconductorDesign
Vishay’s VCND2040X02 and VCND2045X02 optical sensors support battery cell data links up to 6 Mbit/s, with 9 ns rise and fall times in the double stack versions.
eeherald.com/section/new-pro… #OpticalSensors #BatteryManagement
QuickLogic won an eFPGA IP contract valued at six figures for a 16nm automotive and industrial SoC.
eeherald.com/section/news/p1… #eFPGA
Apple Home Collection pairs LG cameras up to 2.5K with a locally operating UWB door lock and Matter compatible thermostats.
eeherald.com/section/new-pro… #SmartHome #Matter
TI's ADC34DSO75 is a 3 GSPS ADC for nanosecond monitoring of AI data center power rails.
eeherald.com/section/new-pro… #DataCenters #Semiconductors


















