芯片行业周报：HBM 短缺威胁 AI 扩张，TSMC 拟上调 CoWoS 价格

HBM shortages threaten AI expansion; TSMC weighs price hikes; advanced packaging ramps; domain-specialized AI models; Infineon and UMC boost fab investments; Intel’s quantum move; Lam and imec advance 3D integration; Google expands TPUs; AI-driven earnings; CPU benchmarking methodology for agentic AI.

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AI memory and capacity

SK hynix expects memory supply constraints to persist through 2030, with DRAM and HBM volumes effectively sold out through 2029. Samsung expects tight memory supply through 2028, citing lengthy fab construction and equipment lead times, larger dies, and greater process complexity in next-gen HBM, as well as a shift of DRAM capacity toward HBM. Samsung said its 2027 HBM supply is already sold out.
Solidigm, SK hynix’s U.S. subsidiary, reportedly is discussing a proposed $45B NAND flash fab with the U.S. Commerce Department.
China’s CXMT plans to soon begin limited production of HBM3E memory, despite manufacturing yields of just 20% to 30%, per Reuters.
Anthropic warned in its IPO filing that HBM shortages and limited TSMC manufacturing capacity could constrain AI expansion.

Advanced packaging

ASE forecasts a doubling of its advanced-packaging revenue in 2027, and Amkor is ramping new high-density fan-out and 2.5D packaging programs.
TSMC reportedly is considering a 20% price increase for CoWoS as AI demand continues to strain advanced-packaging capacity.
Applied Materials plans to increase its stake in Besi to ~20%, deepening a strategic partnership that is expanding beyond hybrid bonding into new interconnect architectures and advanced packaging technologies for AI.

Manufacturing

Intel Foundry reported improving manufacturing execution in Q3, citing better yields and cycle times on 18A. The company also released its 14A 0.9 PDK in October and said it continues to engage prospective external customers around 18A-P and 14A, while advancing its EMIB-T advanced-packaging technology.
Infineon plans to invest €1.1B through 2034 at its Villach, Austria facility to establish Europe’s first high-volume manufacturing facility for next-gen GaN power semiconductors on 300mm wafers.
UMC approved an additional $3.2B in capital spending to accelerate its capacity expansion in Singapore and Tainan as demand grows for advanced packaging and silicon photonics.
Lam Research and imec expanded their collaboration on advanced 3D integration, next-gen memory, and high-NA EUV patterning. The work includes deposition, etch, and plasma dicing processes for advanced packaging, along with Lam’s Aether dry resist technology.

AI tools and accelerators

Cadence introduced a portfolio of domain-specialized AI models for agentic chip and system design. Integrated with Cadence’s EDA tools, the portfolio spans multiple model sizes and architectures, combining post-trained LLMs, decision models, and self-improving agent skills.
Arm introduced a new CPU benchmarking methodology for agentic AI. The framework evaluates CPU performance across agentic workloads, including tool execution, orchestration, and reasoning, using repeatable measurements and end-to-end task outcomes.
Google is expanding the reach of its custom AI accelerators, with OpenAI reportedly planning to purchase its TPUs, reports The Information. Separately, Oracle will offer Google’s TPUs through its cloud infrastructure beginning in 2027 and plans to add Arm’s AGI CPUs in fall 2027.
Broadcom’s XPUs and networking equipment will support Anthropic‘s AI infrastructure expansion, beginning in 2027, under a $63B financing arrangement.
Meta is expanding deployments of Nvidia and AMD AI infrastructure across its data centers, with both chipmakers also taking stakes in the company.

Deals and funding

Intel plans to acquire Classiq, a developer of automated quantum algorithm synthesis software. Intel says the acquisition will give it a full stack of quantum offerings, adding to its silicon spin-qubit technology and manufacturing.
FuriosaAI raised $620M to scale production of its AI inference accelerator.
Unconventional AI plans to acquire NeuReality.
Unconfirmed: Marvell is reportedly in advanced talks to acquire optical components maker Lumentum, per Bloomberg. Onsemi reportedly is in talks to acquire Ferric, a startup developing integrated voltage regulators for AI processors, for nearly $1B, according to The Information.

Earnings

Quarterly revenue and % growth versus the same quarter in the prior year, unless otherwise indicated:

Advantest: ¥477.7B, up 82%, with robust tester demand for AI.
Amkor: Net income $191M, up 50%, due to a richer mix of high-value advanced packaging.
ASE: NT$244.2B, up 45%.
Cadence: $1.6B, up 22%, with a record backlog of $8.2B.
Intel: $16.5B, up 21%, with 78% data center and AI sales and foundry revenue up 58%.
Rambus: Record $218M, up 22%.
Samsung: KRW 195.3T, up 127%, major ramp in HBM4.
SK hynix: Record KRW 104.6T, up 328%.
Teradyne: $1.3B, up 70%, with record memory and systems test revenue.
UMC: NT$74.2B, up ~25.6%, with fab utilization reaching 92%.

Quick Links To More News

In-Depth — Systems & Design newsletter, imec’s optical interconnects report, CPO test, and how much can semiconductor models hide.

Global — Supply-chain coordination, U.S.–Europe research partnerships, equipment manufacturing shifts, and Asian fab investments.

New Technologies — AI power delivery, agentic chip design, photonics, analog IMC, and vehicle power.

Security — New CWE HW weakness, UEFI and BMC flaws, PQC roadmap, and RF-fingerprinting.

Trending Video — Leveraging patterns in formal verification to reach sign-off faster.

Research — Faster chip simulation, ultrathin memory materials, in-sensor computing, and solar-cell advances.

Quantum Hardware — Multi-chip quantum processors, faster qubit gates, on-chip quantum light sources, and spin qubits.

Workforce | Education — AI in engineering education, VR-based fab training, and expanding university semiconductor workforce programs.

Events and Webinars — Micro 2026, PIC Summit, full-chip curvilinear patterning, and functional verification study.

Global

Asia

Vietnam‘s first semiconductor fab may miss its 2027 trial-production target, according to Reuters. The estimated US$1.3B Viettel project reportedly has yet to begin construction, while negotiations for ASML lithography equipment remain unresolved. Viettel maintains the project is on schedule.
South Korea’s PSK is planning a new US$125M semiconductor equipment manufacturing facility in Yongin’s semiconductor cluster.

Americas

ITIF says the U.S.-led Pax Silica initiative has grown to 26 countries, coordinating on semiconductors, critical minerals, energy, advanced manufacturing, and AI infrastructure to reduce dependence on vulnerable supply chains.
Imec and Indiana University formed a semiconductor research partnership focused on advanced electronics, photonics, and workforce development. Initial research will test imec-developed electronic and photonic components in extreme environments, including space.
Cadence will provide U.S. Department of Energy National Laboratories with access to EDA, SDA, multiphysics simulation, digital twins, advanced packaging, and 3D-IC workflows, along with technical expertise.

Europe

SUSS MicroTec will consolidate semiconductor equipment production in Zhubei, Taiwan, and Sternenfels, Germany, and end manufacturing at its Garching facility near Munich.

New Technologies

Chip design and verification

ChipAgents is expanding its agentic AI platform across digital and analog chip design with a neural engine that combines persistent design knowledge, advanced reasoning and orchestration, dynamic model routing, and physics-aware models. It will also work with Nvidia to fine-tune Nemotron models.
Axiomise and Agnisys teamed up to verify NoCs using formal technologies.

AI power delivery

Infineon introduced new AI power-delivery technologies, including a ±400 V/800 V rack power-distribution reference board, a 5.6 kW M-CRPS reference design, and 900 V monolithic bidirectional GaN switches for solid-state transformers in AI data centers.

Compute, memory and photonics

PsiQuantum demonstrated an 8×8 optical circuit switch built on silicon photonics for AI infrastructure.
TetraMem taped out a 12nm analog in-memory computing SoC based on multi-level RRAM and developed using Synopsys‘ cloud EDA tools.
Fraunhofer IIS integrated permanent micromagnets directly into the silicon substrate of a magnetic sensor chip at wafer level.

Automotive

Infineon introduced a chip-embedding platform for high-voltage power electronics, LinearFET technology for solid-state power distribution in EVs and SDVs, new MOSFETs for 12 V and 48 V vehicle systems, and a high-voltage BMS reference design.
STMicro released an automotive safety sensor platform that combines accelerometers and gyroscopes for ADAS and vehicle-safety applications.
Bosch debuted a new MEMS inertial sensor platform, combining ADAS and vehicle-safety functions up to ASIL D.

Research

TU Munich researchers developed neural-network-based transistor models for 3nm nanosheet devices, accelerating standard-cell library characterization by up to 8× compared with a conventional compact model. The models kept delay-estimation errors below 0.11%.

A Brown University-led team demonstrated ultrathin multiferroic films that retain ferroelectric and magnetic properties at thicknesses of just a few angstroms, overcoming the dead-layer effect in bismuth ferrite. The films also exhibited altermagnetic properties, potentially enabling low-power memory and logic devices.

Chinese Academy of Sciences-led researchers developed a III-nitride-based in-sensor computing device that uses interfacial polarization to separate photogenerated carriers and reduce recombination losses. The sensor-memristor achieved responsivity on the order of 10⁶ A/W, an on/off ratio of 10⁵, and maintained high performance at temperatures up to 300°C.

University of Oxford-led researchers identified a pseudo-direct semiconductor in bismuth sulfide that combines strong light absorption with slower electron–hole recombination. Its unusual electronic structure was estimated to reduce recombination rates by about 75% at room temperature compared with conventional semiconductors with similarly strong absorption, potentially improving solar-cell efficiency.

Security

MITRE’s CWE Program released CWE 5.0, adding new weaknesses, including Hardware Simulation/Synthesis Mismatch. The new hardware weakness covers security-relevant cases where RTL behaves differently after synthesis, potentially exposing data, altering protected state, or bypassing security controls in the resulting hardware.

Alerts and hacks

TianoCore disclosed a critical vulnerability in its widely used EDK II UEFI firmware. The memory-corruption flaw could allow an unauthenticated network attacker to execute code during PXE boot, before the OS loads and before Secure Boot or measured boot can verify any OS component.
Supermicro disclosed nine BMC firmware vulnerabilities across two Oct. 26 advisories, including a critical flaw that could let an unauthenticated network attacker execute arbitrary IPMI commands on an active session. The disclosures also cover privilege-escalation, key-exposure, memory-access, and command-injection flaws.
Keystone said a breach exposed a key used to authenticate its hardware wallets, potentially allowing counterfeit devices to pass authenticity checks. The company is destroying 18,835 unsold devices containing the compromised key.

Government security news

NIST finalized its road map for transitioning to PQC, identifying the quantum-vulnerable standards that federal systems and technology providers will need to replace with quantum-resistant algorithms.
NIST also explained its RF-fingerprinting technique for detecting hardware tampering, using subtle differences in devices’ radio emissions to identify altered or substituted components with more than 95% accuracy in testing.

New capabilities and tools

Eclypsium and Nvidia demonstrated how a compromised privileged component in AI compute infrastructure could alter model weights and outputs during live inference without modifying the stored model.
Altera introduced its Agilex 2X FPGA and SoC portfolio with a hardware root of trust, secure boot and attestation, PQC-ready crypto, and line-rate encryption for Ethernet, PCIe and memory.
Google introduced Gemini 4 Carbon, its latest frontier model with cybersecurity capabilities.

Security technical papers

Fault Vulnerability of HW Malware Detectors (UC Davis et al)
Detection & classification of RISC-V HW exploits using ML (UPC)
Bringing Hardware Security Education to All (U. of Kansas, UF et al.)
Provably Secure Data Memory-Dependent Prefetching (DistriNet, KU Leuven)
Rowhammer attack on Fil-C’s software capabilities (Independent researcher and U. Sussex)

Quantum Hardware

IBM demonstrated four interconnects linking two Nighthawk quantum processors, achieving 99% average quantum state-transfer fidelity and 94.75% two-qubit gate fidelity, advancing modular quantum computing.

NVision Quantum demonstrated a single-molecule spin-photon interface and partnered with HyperLight to integrate molecular qubits onto photonic chips using established semiconductor fabrication processes.

FZ Jülich-led researchers demonstrated 6.8-nanosecond single-qubit gates on a superconducting transmon, achieving 99.981% and 99.989% fidelity. Precision pulse shaping suppressed unwanted transitions, keeping leakage below 0.002% per operation.

A Technical University of Denmark team demonstrated integrated quantum light sources using 2D materials, coupling WSe₂ single-photon emitters to WS₂ waveguides on a chip, with an estimated minimum waveguide-coupled rate of 1.68 million photons per second.

Workforce, Education

In a new special report, Semiconductor Engineering examines how AI is changing the skills tomorrow’s engineers will need, with universities placing greater emphasis on strong math and physics fundamentals, critical thinking, and the ability to validate AI-generated results. Semiconductor employers say graduates will need both AI fluency and enough technical depth to recognize when AI gets things wrong.

Northeastern University developed a VR and holographic training platform for semiconductor manufacturing that lets one student operate a simulated nanofabrication furnace used to grow nanowires while other students follow the process on a 3D display.

UCSD and TSMC launched a new hands-on semiconductor training program for undergraduates.

Events and Webinars

Upcoming webinars are here, including:

Full-Chip Curvilinear Patterning, Nov. 5
What the 2026 Functional Verification Study Reveals, Nov. 10
Turning Shift-Left from Slogan to Reality, Nov. 10
Simulation-Driven Debug of a High-Power Motor Controller, Nov. 11

Find upcoming chip industry events here, including:

Upcoming Events

MICRO 2026: IEEE/ACM International Symposium on Microarchitecture
Oct. 31–Nov. 4 | Athens, Greece

IEEE Asian Solid-State Circuits Conference (A-SSCC 2026)
Nov. 1–4 | Taichung, Taiwan

PIC Summit Europe
Nov. 3–4 | Eindhoven, Netherlands

Siemens User2User Mid-Atlantic
Nov. 4 | Laurel, MD

SWTest Asia 2026
Nov. 5–6 | Hsinchu, Taiwan

ACM/IEEE ICCAD 2026
Nov. 8–12 | San Jose, CA

GSA: 2026 WISH Conference
Nov. 10 | Santa Clara, CA

Electronic Specialty Gases & Systems Conference (ESGS)
Nov. 10–12 | Phoenix, AZ

Electronica 2026
Nov. 10–13 | Munich, Germany

SEMICON Europe
Nov. 10–13 | Munich, Germany

SC26: International Conference for HPC Networking, Storage & Analysis
Nov. 15–20 | Chicago, IL

Hardwear.io Security Trainings and Conference NL 2026
Nov. 16–20 | Amsterdam, Netherlands

DVCon Europe
Nov. 17–18 | Munich, Germany

2026 SIA Awards Dinner
Nov. 19 | San Jose, CA

2026 MRS Fall Meeting & Exhibit
Nov. 29–Dec. 4 | Boston, MA

SEMIEXPO Vietnam 2026
Dec. 3–4 | Ho Chi Minh City, Vietnam

SEMICON Japan 2026
Dec. 9–11 | Tokyo, Japan

IEEE Semiconductor Interface Specialists Conference
Dec. 9–12 | San Diego, CA

GSA Awards 2026
Dec. 10 | Santa Clara, CA

IEDM 2026: International Electron Devices Meeting
Dec. 12–16 | San Francisco, CA