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Mar 12, 2026 Improving Yield Through Shared Data Advanced packaging, multi-die designs & rising device counts are increasing chip testing complexity & affecting yield, time to market, and costs. Siemens EDA's Jayant D'Souza highlights the need for secure data sharing among chipmakers, fabs & OSATs to address these challenges. Semiconductor Engineering Mar 12, 2026 Open-Source AI Gains Ground as Rising Costs Push Shift to Smaller Models Small language models and open-weight AI systems are quickly narrowing the gap with expensive proprietary models. Their efficiency cuts compute costs, accelerates innovation and could save billions annually while giving developers broader access to AI. EE Times Mar 12, 2026 Digital Twins: The Cloud's The Limit Digital twins are gaining traction across the semiconductor industry as firms build virtual models of chip design, manufacturing, and test. Though integration and data ownership remain hurdles, they promise insights, higher yields, and stronger reliability. Semiconductor Engineering Mar 11, 2026 Intel Demos Chip to Compute With Encrypted Data Intel unveiled its Heracles accelerator for fully homomorphic encryption at the IEEE International Solid-State Circuits Conference, claiming up to 5,000-fold speed gains over CPUs and signaling a major step toward practical encrypted computing for cloud and AI workloads. IEEE Spectrum Mar 11, 2026 VIEWPOINT 2026: David Heller, CEO, Heller Industries At Heller Industries, innovation drives our position as the leading thermal solution provider for SMT and semiconductor manufacturing. In 2026, we are excited to launch many new features including a revolutionary flux management system delivering unprecedented efficiency with low maintenance, batch reflow ... Heller Industries Mar 11, 2026 TSMC reports sales hit record high last month Taiwan Semiconductor Manufacturing Co. reported record February sales of NT$317.66 billion, driven by strong demand for advanced 3nm AI chips. The chipmaker expects about 30% revenue growth in 2026, with key customer Nvidia fueling expanding wafer demand and capacity plans. Taipei Times Mar 11, 2026 Memory price hikes 'the new normal' as AI boom fuels storage demand, Seagate says Seagate Technology warned memory price hikes may become the "new normal" as AI-driven demand triggers an industry supercycle. Rising DRAM costs and booming data-centre needs are pushing storage demand and accelerating new high-capacity drive deployments. South China Morning Post Mar 11, 2026 Apple makes about 25% of iPhones in India after China pivot Apple Inc increased iPhone production in India by about 53 percent last year to 55 million units, raising the country's share to roughly a quarter of global output as the company shifts manufacturing away from China to mitigate tariffs and diversify its supply chain. Taipei Times Mar 11, 2026 Innolux selling factory in Tainan to ChipMOS Innolux Corp said it would sell a panel module assembly facility to ChipMOS Technologies Inc for NT$880 million, aiming to raise capital and restructure operations, while ChipMOS expands chip testing and packaging capacity to meet booming AI-driven memory and logic chip demand. Taipei Times Mar 11, 2026 How the Iran war and rising energy prices are threatening semiconductor demand Analysts warn a prolonged U.S.–Israel–Iran conflict could disrupt semiconductor supply chains by threatening Middle East sources of key materials like helium and bromine. Shipping risks and rising energy costs may also curb AI chip demand and pressure semiconductor stocks. CNBC |
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