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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

69h: STMicroelectron…TBD

41m: The Zacks Analyst Blog Highlights Micron Technology and Taiwan Semiconductor Manufacturing

1¾h: 5 Semiconductor Stocks Poised to Outperform This Summer

2h: Global Military Semiconductor Market Size Forecast To Cross $9.6 Billion By 2030

2h: Hydrolyzed Polymaleic Anhydride Market Forecast to 2035: Growth Accelerates on Semiconductor and Data Center Cooling Demand - News and Statistics

2¼h: Editorial: Chey Tae-won Warns of Semiconductor Backlash, Urges Government Strategy

2¼h: CuspAI Raises $450 Million as 80% of Research Targets Semiconductors

2¼h: Specialty Filters Market Forecast Points Higher Toward 2035 on Semiconductor and Automation Demand

2½h: Ice Point References Market Forecast Points Higher Toward 2035, Driven by Semiconductor Quality Demands

2¾h: Ex-TSMC worker indicted for alleged trade secret theft

3h: Here's How Much $100 Invested In ON Semiconductor 15 Years Ago Would Be Worth Today

3¼h: Why Intel Vs. Taiwan Semiconductor Isn’t a Real Competition Through The End of 2026

3¼h: Top silicon state? Texas

3¼h: US Semiconductor Stocks Surge Amid AI Market Recovery

3¾h: AI Stocks Are Hot, but Smart Investors Are Quickly and Quietly Cutting Their Risk

4h: Jensen Huang Thinks Semiconductors Will Be the Largest Industry in the World “By Far\

4h: 80K Cryocoolers Market Forecast Points Higher Toward 2035 on Quantum Computing and Semiconductor Demand

4¼h: Single Channel Detectors Market Forecast to 2035: Growth Driven by Semiconductor and Automation Demand - News and Statistics

4¼h: 1 2 Pentanediol Market Growth to Accelerate by 2035 Amid Semiconductor Expansion - News and Statistics

4½h: Navitas Semiconductor options signal 14% move on earnings

4¾h: Semiconductor metrology is the key to the future of photonics

4¾h: Intel's Overlooked Edge Over TSMC, According To Pat Gelsinger - Taiwan Semiconductor (NYSE:TSM), Intel (N

4¾h: LG Chem Enters Semiconductor Stripper Market with Amkor Supply Deal

4¾h: Meet the Super Semiconductor ETF Obliterating Nvidia, AMD, and Broadcom This Year

5h: Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners

5h: Texas’ bite of the microchip industry is growing thanks to public grants, incentives

5h: 4 AI Semiconductor Supply-Chain Stocks to Buy on the Recent Dip

5¼h: Record $46B Flows Into Semiconductor ETFs: What's Next? - VanEck Semiconductor ETF (NASDAQ:SMH), iShares

5¼h: Glazing Robots Market Forecast Points Higher Toward 2035, Driven by Semiconductor Precision Handling Demand

5½h: Semiconductor Stocks Sell Off as SOX Falls 20%. JPMorgan Says It’s Time to ‘Add’

5½h: IEEE study highlights how micro-transfer printing can lead to advanced silicon photonics

5¾h: Why Taiwan Semiconductor (TSM) is a Must-Buy Momentum Play on the Dip?

6¼h: Ardian Semiconductor invests in VSORA, an innovative AI inference accelerator fabless company

6¼h: Georg Fischer sees semiconductor, AI data center demand drive polymer systems growth

6¼h: There's a buying opportunity in this semiconductor name with strong fundamentals, says Barclays

7½h: U.S. semiconductor companies invest 17% of their revenue in R&D

7½h: UCLA engineers shrink terahertz systems onto single chip

8¼h: Uttam Singisetti to lead University at Buffalo semiconductor center

8¾h: Texas’ microchip industry investment luring high-profile firms

8¾h: Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Comp

8¾h: Simon Quick Advisors LLC Has $315,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¾h: Jennison Associates LLC Sells 783,771 Shares of Tower Semiconductor Ltd. $TSEM

8¾h: KBC Group NV Has $86.03 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

9h: What's Going on With Taiwan Semiconductor Stock Monday?

 A Century-Old Belief About Diamond Has Just Been Overturned  - Researchers have uncovered an unexpected electrical response in ultrathin diamond membranes, challenging a century-old assumption about the material. Diamond is renowned for resisting pressure, heat, chemicals, and wear. But researchers have now shown that, when made thin enough, it can also generate...

 Verifying Networks On Chip  - Challenges increase significantly with chiplets and coherency. The post Verifying Networks On Chip appeared first on Semiconductor Engineering .

 Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis  - In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects. Key Topics: TSMC's...

 CEO Interview with Dr. Il Park of Primemas  - Dr. Il Park is the Founder and CEO of Primemas Inc. Prior to founding Primemas, he was Vice President at SK hynix where he led memory solutions, design innovation, and CAE. Prior to that he was the head of the SOC architecture development and engineering team at Samsung Electronics. Earlier in his career,...

 AI記憶體 一路缺至2027  - SK集團會長崔泰源近 警告,AI帶動的記憶體需求成長速度遠超過供給,即使主要廠商持續擴充產能,全球AI記憶體短缺仍將一路延續至2027 。 崔泰源表示,各國政府已開始將AI記憶體視為攸關「經濟安全」的戰略物資,不僅企業之間競爭激烈,未來政府對政府的角力也將愈演愈烈。同時,他也認為SK海力士必須加快海內外擴產腳步。他稱現階段記憶體價格「異常偏高」,若長期維持高價,反而可能吸引新競爭者加入,甚至引...

 Licking My Wounds  - Market Rewind: July 13-17, 2026

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

73h: IntelTBD

49h: Texas Instrumen…TBD

87m: Got $1,000 to Invest? Here Are 2 Magnificent Artificial Intelligence (AI) Stocks Down 12% to 30% to Buy Hand Over Fist Before July Is Over

1¾h: 5 Semiconductor Stocks Poised to Outperform This Summer

2h: Intel positioned for earnings upside as Wedbush highlights server demand and margin recovery

2¼h: Billionaire Investor David Tepper’s Top 5 Stocks

2¼h: Intel Stock Jumps Ahead of Earnings as Google AI Deal Expands

3¼h: Q1 Earnings Roundup: Marvell Technology (NASDAQ:MRVL) And The Rest Of The Semiconductor Manufacturing Segment

3½h: GTLB Launches GitLab 19.2 With Governed AI Automation for Enterprise

3¾h: Intel Seen Beating Q2 Expectations Despite Sentiment Risks, Wedbush Says

4¼h: Why Intel Stock Soared 278% In the First Half of 2026

4¼h: Stock Market Today: Nasdaq Climbs On Peace Hopes; Sandisk Rebounds, Data Center Plays Rally (Live Coverage)

4½h: Alphabet, Tesla kick off Big Tech earnings

4¾h: 2 of Wall Street’s Favorite Stocks with Competitive Advantages and 1 Facing Headwinds

4¾h: 4 High Cash-Producing AI Chip Stocks to Buy Amid Market Uncertainties

5½h: Wall Street's Insights Into Key Metrics Ahead of Texas Instruments (TXN) Q2 Earnings

5½h: Curious about Intel (INTC) Q2 Performance? Explore Wall Street Estimates for Key Metrics

5¾h: Investors Heavily Search Western Digital Corporation (WDC): Here is What You Need to Know

5¾h: Why Taiwan Semiconductor (TSM) is a Must-Buy Momentum Play on the Dip?

6¼h: The ‘Pattern Day Trader Rule’ Is Dead. The Result Is a Massive Surge in Risky Leverage.

6½h: Selloff of U.S. memory stocks creates a compelling entry point: analyst

6¾h: WD Malaysia Recognized for Advancing Sustainable AI Infrastructure

 NbAs Nanowires Show Lower Resistivity as Interconnect Dimensions Shrink (Cornell, NYCU, IBM et al.)  - Researchers at Cornell University, National Yang Ming Chiao Tung University, IBM Research, Johns Hopkins University, et al. published a technical paper titled “Surface-dominant transport in Weyl semimetal NbAs nanowires for next-generation interconnects.” Abstract Excerpt: “ We report the synthesis...

 We’re Squandering LEDs’ Potential to Save Our Night Skies  - Bad decisions have turned efficient technology into a driver of light pollution. There is a better way

 Post-Quantum Cryptography Incorporated into SoCs via eFPGA  - Unlike hard-wired security engines, PQC algorithm mapped into eFPGA fabric claims to avoid costly silicon re-spins. The post Post-Quantum Cryptography Incorporated into SoCs via eFPGA appeared first on EE Times .

 High hardware costs see Red Hat offer a two-server edge rig, no mini-PC required  - Worries about ‘prohibitive cost of powering, maintaining, and deploying a third node’

 LLVM Divination of GFX1251’s Differences ...  - Hello you fine Internet folks, this article is a sequel to the Scrying the AMD GFX1250 LLVM Tea Leaves article where we are going to look at the differences between GFX1250 and GFX1251. ...

 Study highlights how micro-transfer printing can lead to advanced silicon photonics  - The rapid growth of artificial intelligence and related computing infrastructure has exposed the limited bandwidth of conventional electrical interconnects in integrated circuits as a major bottleneck to system performance. ...

 Skullcandy Crusher 720 Brings THX Spatial Audio  - Skullcandy has introduced the Skullcandy Crusher 720, a new pair of wireless headphones that combines…

 Kospi Drops 3.4% Amid Chinese AI Shock  - Taiwan Semiconductor Manufacturing Company (TSMC) announced better-than-expected results, but the market interpreted the expansion of capital expenditure as an increase in supply, leading to selling pressure

 Hyundai Mobis Expands Robotics Investment as Core Business Profitability Comes Under Pressure

 KOSPI Falls to 6,500 on Kimi K3 AI Shock

 Kospi Drops to 6,500 on Chinese AI Model Shock

 Kimi K3 fears send South Korea stocks tumbling as sell-sidecar triggers

 Cheong Wa Dae Cancels Corporate Excess Profit Meeting Amid Debate

 Blue House delays debate on sharing corporate excess profits amid market jitters

 Samsung Relocates U.S. Headquarters to Texas, Eliminating 739 Positions

 Samsung shifts US phone and appliance HQ to Texas, cuts 739 jobs

 Yongin sets five-goal policy, consolidates 225 pledges and proposes 20 reforms

 KOSPI plunge triggers police response to threat at National Pension Service

 CIA Probes UAE AI Firm's Chinese Links

 Semiconductors Oversold, KOSDAQ to Normalize in September

 NH Securities sees Korea semiconductors oversold, KOSDAQ rebounding from September

 AI Semiconductor Era Demands New Process Approach Each Generation

 KOSPI and KOSDAQ Trigger Sell-Side Circuit Breakers Amid Losses

 KOSPI, KOSDAQ Trigger Circuit Breakers on 5% Plunge

 Fadu's Q2 Operating Profit Surges 112%

 Fadu doubles Q2 profit as Korea SSD controller demand surges

 AI shock, oil spike drive South Korea stocks lower as KOSPI sinks 3%

 South Korea's Stock Market: Volatility Over Highs as Box-Range Persists

 KOSPI holds range as margin debt stokes volatility in South Korea

 SK Hynix ADR, Leveraged ETF Liquidity Amplifies KOSPI Volatility

 HanWool Semiconductor soars on AI MLCC inspection breakthrough in Korea

 Dr. Doom Warns AI Bubble Collapse Looms Despite Tech Innovation

 Samsung, SK Hynix Rebound on Kimi K3's Jevons Paradox-Driven Demand

 Meritz: Middle East AI Demand Drives Memory Shortage, K3 Boosts Components

 HanWool Semiconductor Shares Hit Upper Limit AI MLCC System

 [News] TSMC’s $265B U.S. Bet: “No Food Left on the Table” Despite 4-5x Higher Fab Construction Costs  - As Intel reportedly moves to bring 80–90% of Nova Lake compute tile production back in-house on its 18A process, TSMC is stepping up its U.S. expansion with advanced nodes including 2nm and beyond. The foundry giant added US$100 billion to its investment plan last week, raising its total U.S. comm......

 Harvard Scientists Turned a Silicon Chip Into a DNA Factory  - Harvard scientists have built a silicon chip that writes DNA using electricity and water, pointing toward a cleaner future for DNA manufacturing and biotechnology. Silicon chips have driven the computing revolution for more than 50 years. Now, researchers are finding new ways to use them in biology, including...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-4¾d: Taiwan Semicond…13%beat 🟢

 New plugin unlocks granular VRAM temperature tracking on Nvidia RTX 50-series GPUs — community cracks open Blackwell's forbidden telemetry sensors  - Modders have discovered a method to monitor every single memory module on Nvidia's GeForce RTX 50-series (codenamed Blackwell) graphics cards.

 Novel Layered Crystal for High-Efficiency Thermoelectric Energy Conversion  - Embedding atomically thin materials within bulk crystals enables both a high thermoelectric power factor and exceptionally low thermal conductivity. The post Novel Layered Crystal for High-Efficiency Thermoelectric Energy Conversion appeared first on Semiconductor Digest .

 China Has Not Won the Chip War—But It Is Changing the Battlefield  - Original Article By SemiVision Research [Reading time: 12 mins]

 Precision in motion: The engineering value of LVDTs  - How linear variable differential transformers (LVDTs) operate, why they define precision sensing, and what are their key applications. The post Precision in motion: The engineering value of LVDTs appeared first on EDN .

 Jilin University achieves record 2DEG mobility for N-polar GaN/AlGaN heterostructures on SiC  - Reducing high-resistance GaN template MOCVD growth temperature increases carbon incorporation and reduces oxygen concentration

 [News] SK Group Chairman Says Abnormal Memory Prices Should Fall; AI Chip Demand Seen Up 60–100% Next Year  - The recent surge in memory prices has drawn comments from SK Group Chairman Chey Tae-won, who also chairs SK hynix, one of the biggest beneficiaries of the boom. According to ETNews, Chey, who also serves as chairman of the Korea Chamber of Commerce and Industry (KCCI), said current memory prices ar......

 Save $148 on an AMD Ryzen 7 9800X3D bundle with 32GB of RAM, motherboard, and liquid AIO — start your AM5 gaming build for just $1,039  - Grab an AMD Ryzen 7 9800X3D, Gigabyte B850 motherboard, 32GB of Corsair Vengeance DDR5, and a CPU cooler for $1,039.

 Kimi K3 developer suspends new subscriptions amid compute constraints  - Chinese start-up pauses Kimi K3 subscriptions due to surging demand and compute shortages, highlighting the country’s AI chip challenges

 The World Cup, a Dumb Ball, and the Glory of Old Tech  - [Opinion] This year's ball-tracking technology uses decades-old chips and recycled designs. And, like the game, is absolutely beautiful

 Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply  - Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon wafers and critical materials. Micron and GlobalWafers recently announced a 10-year agreement, with Micron also providing US$500 million in support, marking the longest...

 Moonshot reportedly eyes IPO after Kimi K3 success forces cap on new users

 Holtek sees customers prioritize supply stability over pricing as optical communications gains are expected in 2027

 Alibaba pitches Qwen3.8 Max as 'second only to Fable 5' — without the benchmarks to prove it

 CXMT's US$4B IPO fuels DRAM capacity race toward 350,000 wafers a month

 Nvidia grappling with internal compute needs amid GPU shortages

 Samsung struggles to secure AI chip substrates, report says

 China pushes AI agent interoperability and space computing at WAIC 2026

 Jensen Huang's week in Tokyo: what Nvidia's Japan trip reveals about future partners

 Merck ramps up AI semiconductor materials push as Level Up nears completion

 Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

 TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west

 Meta, Anthropic in talks over potential US$10 billion compute deal

 AI boom pushes PCB, passive component lead times into a new normal

 Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

 Taiwan-US 'co-make' white paper debuts amid investment boom

 OpenRouter's rumored sale shows the value of AI 'middle layer'

 Weekly news roundup: AI chip race widens across silicon photonics, HBM, memory fabs, and frontier models

 MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack

 Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms

 India roundup: India deepens semiconductor and AI ambitions as local ecosystem expands beyond fabs and assembly

 Huahsu expands capacity to tap AI and advanced packaging demand

 Cloud competition in SEA shifts toward AI, sovereignty, and cost

 Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth

 Interview: AI's rise is pushing Singapore and ASEAN firms toward multicloud and security bets

 Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain

 AI Is Not Omnipotent: Andrew Yao’s WAIC Speech on the Mathematical and Physical Boundaries of AI  - Original Article By SemiVision Research [Reading time: 3 mins]

 Scrying the AMD GFX1250 LLVM Tea Leaves ...  - In just a few short days, AMD will be showing off their brand new MI400 series of Datacenter Accelerators at their Advancing AI event but before that event comes, we thought it would be fun to attempt to scry the tea leaves that are LLVM commits to see what we can ascertain about this next generation...