➀ Siemens has introduced a new In-System Test Controller, the ISTC, to enable deterministic in-system testing with the Tessent Streaming Scan Network software. ➁ The ISTC supports all Tessent MissionMode features and can target specific cell-internal and aging defects. ➂ The new product addresses challenges in safety and security, as well as quality in networking and data centers.

➀ SK Hynix is scheduled to provide samples of its Gen 5 HBM, HBM3E 16H, in early 2025; ➁ The HBM3E 16H features 16 stacked DRAM dies and will utilize mass reflow molding technology; ➂ SK Hynix CEO Kwak Noh-jung announced this at an event hosted by SK Group.

➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.

➀ OpenLight is the first open silicon photonics platform with integrated lasers; ➁ Solves challenges in design, manufacturing, and deployment of silicon photonics; ➂ Strongest application areas include data centers, AI/ML, and HPC; ➃ Focuses on scalability and efficiency for photonic components; ➄ Differentiates by enabling direct integration of active components into silicon; ➅ Developing advanced PICs and expanding portfolio with 1.6Tb products.

➀ China's display industry is experiencing rapid expansion in production capacity; ➁ The expansion has raised national security concerns in the U.S.; ➂ The U.S. may impose sanctions on China's display industry due to these concerns.

➀ Samsung Electronics reported a better-than-expected profit in its third-quarter earnings, despite a significant decline in profits. ➁ The company highlighted its advancement in high-bandwidth memory (HBM) supply. ➂ Samsung hinted at a potential partnership with TSMC, indicating a strategic move in the semiconductor industry.

➀ The Nuclear Safety and Environmental Engineering Technology Institute at the China National Nuclear Corporation (CNNC) has achieved a significant milestone by successfully mass-producing a new chip. ➁ This breakthrough represents a major advancement in China's semiconductor industry. ➂ The new chip is set to enhance the nation's technological capabilities and competitiveness in the global market.

➀ Intel's CEO reportedly made a misstep that offended TSMC; ➁ The incident led to TSMC canceling a 40% discount; ➃ The discount cancellation is ahead of Intel's Q3 financial announcement.

➀ Innolux denies plans to sell its plant in southern Taiwan amidst rumors of TSMC's potential purchase. ➁ The AI boom has increased demand for advanced packaging production capacity, driving industry growth. ➂ The situation highlights the strategic importance of semiconductor manufacturing facilities in Taiwan.

➀ TSMC has reportedly stopped shipments to at least two chip developers; ➁ The move is suspected to be due to their attempts to bypass U.S. export restrictions; ➂ Bitmain's supply is reportedly at risk due to this action.

➀ AI's strong demand for semiconductors has led to a shortage in advanced manufacturing capacity.➁ There are rumors that TSMC is interested in purchasing an entire factory from Chunghwa Picture Tubes, targeting the seventh factory in South Science Park.➃ Chunghwa Picture Tubes' spokesperson emphasized yesterday that the sale of the entire factory is not on their agenda.

➀ Apple is reportedly developing M5 chips; ➁ The move is boosting orders for TSMC's advanced processes; ➂ The industry is focusing on the launch of Apple's new products featuring the self-developed M4 chip.

➀ TSMC and SPIL are advancing their semiconductor manufacturing capabilities in Taiwan; ➁ The new 2nm fab in Kaohsiung will be a key facility for these efforts; ➂ The expansion focuses on advanced node and CoWoS packaging technologies.

➀ Qualcomm's dispute with Arm Holdings is highlighted; ➁ Arm's architectural license agreement with Qualcomm is terminated; ➂ The dispute reflects the challenges posed by tech giants' custom silicon designs to Arm.

➀ Samsung is developing Selector-Only Memory (SOM), a new type of memory that combines the properties of RAM and SSDs. ➁ Researchers used advanced computer modeling to narrow down 4,000 potential material combinations to 18 prime candidates. ➂ The findings will be presented at the International Electron Devices Meeting in December.

➀ TSMC has reportedly stopped shipments to Sophgo; ➁ A chip manufactured by TSMC was found in a Huawei AI processor; ➂ The halt in shipments is likely due to the chip's presence in the Huawei processor

➀ Rapidus is planning to build a second factory for 1.4nm process wafers; ➁ The first factory is being constructed in Chitose City, Hokkaido; ➂ The goal is to mass-produce 2nm wafers in 2027.

➀ The construction of multiple semiconductor plants in Germany is facing setbacks; ➁ German automotive parts supplier ZF Friedrichshafen AG is planning to withdraw from a 3 billion USD joint project; ➂ The joint project involved U.S. companies and was intended to invest in German semiconductor manufacturing.

➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.

➀ Sean Park discusses Point2 Technology's mission to provide ultra-low power, low-latency interconnect solutions for AI/ML datacenters; ➁ He explains the challenges of scaling bandwidth and maintaining efficiency in AI/ML datacenters; ➂ The article explores the company's e-Tube technology and its potential to revolutionize interconnect technology.