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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

-4½d: STMicroelectron…6.9%beat 🟢

25h: NXP Semiconduct…TBD

68h: X Fab Silicon F…TBD

37m: Korean VCs bet on semiconductor material startups as AI chip race escalates

2h: MetaOptics To Deploy Its Direct Laser Writer At University Of Arizona’s Center Of Semiconductor Manufacturing

2h: Dow Jones Holds Gains While S&P 500 Turns Negative on Semiconductor Weakness

2¼h: Navitas Semiconductor Fell 68% From Its Peak. The GaN Opportunity Hasn’t

2½h: Lattice Semiconductor Completes Acquisition of AMI to Expand AI Data Center Infrastructure Platform

3h: Jim Cramer Warns the Semiconductor Selloff Has ‘Monstrous’ Sellers Behind It

3h: Applied Materials Stock Keeps Winning Upgrades: Is Michael Burry Dead Wrong to Short This Semiconductor Gem?

3½h: Low-temperature technique grows crystal-aligned semiconductor films

3½h: Navitas and Magnachip announce HV SiC partnership

3¾h: Activating glass for next-generation semiconductor substrates

3¾h: Semiconductor industry can be Bangladesh's next growth engine after RMG: PM

4½h: Insect-inspired electronic nose: turning semiconductor chips into olfactory sensors

4½h: Semiconductor stock charts just formed this bearish shape that signals more potential losses

4½h: 3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates

5¼h: Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

5¼h: Silvaco shares jump after partnering with NVIDIA on AI-powered semiconductor digital twins

5¾h: Paras Semiconductor eyes chip facility in Madhya Pradesh, India

6¼h: Electronics & Semiconductor Assembly Robotics Market : Global Industry Analysis and Opportunity Assessment, 2036

7h: Taiwan Semiconductor's Latest Move Shows It's a Screaming Buy

8½h: BofA names top semiconductor stocks to buy after sector selloff

 Low-temperature technique grows crystal-aligned semiconductor films  - Building next-generation semiconductors and low-power electronic devices requires precisely stacking materials with different functions. In this process, it is essential to preserve each material's intrinsic properties, as ...

 From Process Learning to Production Control: Characterization for the Era of Heterogeneous Systems  - Every generation of semiconductor innovation has relied on one fundamental principle: before a technology can be manufactured at scale, it must first be understood. That understanding comes through characterization.

 ASML raises tool prices on soaring chip ASPs  - ASML’s revenue growth in the coming years will come not only from higher shipment volumes and more productive systems, but also from higher pricing.

 Advantech targets multimodal AI with Qualcomm Dragonwing IQ9  - Advantech has launched the AIR-055, a compact edge AI inference system based on Qualcomm’s Dragonwing IQ9 platform, targeting industrial applications that increasingly require multimodal AI processing at the…

 [News] CXMT’s 471% STAR Debut Makes It China’s Top Listed Firm, Reshaping Global Memory Dynamics  - China's leading DRAM maker, CXMT, officially debuted on the Shanghai Stock Exchange's STAR Market on July 27. According to TechNews, the company's share price surged as much as 471.6% on its first trading day. After pricing its IPO at RMB 8.66 per share, the stock climbed to an intraday high of RMB ......

 TSMC waits, Intel pays for high-NA EUV  - It’s only a matter of time before TSMC starts ordering high-NA tools, is ASML’s message. Once the technology reaches full maturity, high-NA will become more cost-effective than low-NA multiple patterning.

 Preparing For AI-Driven Chip Design And Verification  - Jobs, markets, and economics are undergoing dramatic changes, but it's still too early to know how this will all shake out. The post Preparing For AI-Driven Chip Design And Verification appeared first on Semiconductor Engineering .

 CXMT shares rise 472% as DRAM maker becomes largest China-listed firm by total market cap  - China’s leading DRAM maker completes the biggest-ever Star Market IPO amid an AI-driven memory boom

 Optical Tech Would Update a Robot’s AI on the Fly  - Projecting light directly onto a chip could stream data using less energy

 A Fiber Frozen at -196°C Unlocks a New Way To Store Light  - A frozen-core optical fiber has revealed a powerful new way to control interactions between light and sound. Molten lava hardens into rock as it cools, much as the surface of a lake freezes during a cold winter. In both cases, a liquid becomes a solid, changing physical properties such as density and...

 Stranded Indium-Phosphide  - Degenerate stupid idea.

 Scientists Built a Programmable Chip That Can Slow Light on Command  - New technology enables light to be stored, delayed, and controlled within a single photonic chip, with potential applications in low-power optical computing for AI servers and next-generation optical communication systems. Light moves quickly enough to transmit enormous amounts of information, but that...

 Most Read – Raspberry Pi display, DSIT abolished, Intel layoffs  - The most read stories on the site cover Raspberry Pi expanded its Touch Display 2 devices, a falling SOX index, and Chinese president Xi Xinping addressing the World AI Conference in Shanghai. The post Most Read – Raspberry Pi display, DSIT abolished, Intel layoffs appeared first on Electronics Weekly...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

-95h: Intel200%beat 🟢

25h: Skyworks Soluti…TBD

-5d: Texas Instrumen…12%beat 🟢

25h: QorvoTBD

35m: Amkor Technolog…TBD

83m: Why Micron Stock Just Dropped Again

1¾h: Intel Stock Fell Despite Incredible Results. History Says a $1,000 Investment Will Be Worth This Much in 3 Years

1¾h: World's Best Index Falls Into Bear Market In Another Bad Sign For AI Stocks

2h: SA Asks: Is Intel overvalued, or does it still have upside?

2¾h: Seagate, Western Digital Slide Again. Morgan Stanley Still 'Pounding The Table' For Both AI Stocks.

3¼h: Why Western Digital (WDC) Is Up 6.6% After AI-Driven Cloud Demand Lifts Q3 Results - And What's Next

3½h: Is Intel Stock a Buy After Its Latest Earnings Report?

4½h: Micron’s 30% July Washout Just Sparked a Single-Digit P\/E— Is it a Buying Signal?

5¾h: Intel Is up 170% in 2026. Should You Buy the Artificial Intelligence (AI) Comeback or Take Profits Today?

5¾h: The Broadcom Trade Is A Bet On The Market You Already Own, Amplified

6½h: 4 High-Growth AI Infrastructure Stocks to Buy for Long-Term Gains

8¼h: Earnings To Watch: KLA Corporation (KLAC) Reports Q2 Results Tomorrow

8½h: Teradyne (TER) Reports Earnings Tomorrow: What To Expect

8½h: Nvidia Eyes OpenAI, SK Hynix Deals—Why the Stock Still Looks Like a Chip Laggard

8½h: Micron, Sandisk, and Intel Have Dominated 2026. Which Is the Best Buy Now?

9¼h: Zacks.com featured highlights include PENN Entertainment, Chemours and Lumentum

10h: Intel More Than Quadrupled In A Year, So Why Has It Cooled

10h: Micron Traded Its Cost-Cutting Story For A Contract Story

11h: Why Cheap QCOM Stock Fails Part Of The Value Test

11h: Earnings To Watch: Skyworks Solutions (SWKS) Reports Q2 Results Tomorrow

 The American Dream  - 69% of those interviewed by Gallup in the beginning of the year say that they will achieve it in their lifetime. This is in contrast, though, to 54% saying that […] The post The American Dream appeared first on Electronics Weekly .

 HBM is the Ugly Baby: What Now?  - Innovations in memory architecture will save the day.

 First experimental demonstration of S-band large-signal performance for GaN HBTs  - Selective-area emitter technology and device scaling yield record 30.5GHz f T and 7.01GHz f max in GaN HBTs, with a first-reported S-band output power density of 16.5kW/cm 2

 Advantech expands Edge AI portfolio with NVIDIA Jetson T2000 and T3000  - Advantech has expanded its edge AI platform portfolio with support for NVIDIA’s new Jetson T2000 and T3000 modules, broadening its range of AI computing systems…

 Honam Semiconductor Anti-U.S. Slogans: How Should South Korea Respond?  - There have been persistent claims that the U.S. demanded semiconductor factory construction as part of this agreement.

 Vendor Financing Sparks Dot-Com-Era Concerns

 Honam Semiconductor : Market Judgment Over Political Agendas

 Changwon to Build South Korea's First Defense-Dedicated AI Data Center

 Signs of Failure in Moon-Jo-Tteol-Rae-Yu Dismantling Operation

 CXMT's IPO Surge Tops Market Cap, Threatens Memory Cycle

 China Prioritizes AI Deployment Over Model Supremacy in Physical Market

 South Korea, AMD Launch AI Center of Excellence

 Doosan's Profit Surges 38% on AI, Semiconductor Demand

 AMD and South Korea forge AI center and heterogeneous computing pact

 KOSPI Closes Strong on AI Investments, CXMT Listing Limits Gains

 Samsung, SK Leaders Attend Google Camp in Sicily

 Lee Jae-yong, Chey Tae-won join Google Camp in Sicily to deepen AI ties

 MOLIT chief weighs lifting greenbelts to speed South Korea housing supply

 Japan Positions Physical AI as Next-Growth Engine

 Mirae Asset Life Insurance Launches Enhanced Variable Savings Insurance

 Mirae Asset Life debuts variable savings plan blending investment and inheritance

 Chinese Tech Firms Reject U.S. Delegation, AI 'Iron Curtain' Deepens

 LG Innotek tops 10t won H1 sales as AI substrate demand powers record Q2

 SKC Cuts Operating Loss 79% as Revenue Rises 38.3%

 SKC narrows Q2 loss as revenue jumps and materials units strengthen

 Crypto Exchanges Emerge as Detour for Chinese AI Semiconductor Investments

 Crypto exchanges bypass China curbs to let foreigners trade AI chip stocks

 中 AI 반도체株 외국인 투자 막히자… ‘우회로’로 부상한 암호화폐 거래소

 Samsung applies 2nm GAA to HBM5, accelerates AI memory over 50%

 Korea Light Source Construction Begins

 LG Electronics wins Nvidia certification, accelerates Korea AI data center cooling

 People Power Party Lawmaker Urges Easing Loan Cap System

 Chinese CXMT Surges 472% in Market Cap Debut

 AI optimism lifts Korea stocks as investors weigh gains and partnerships

 KOSPI Drops Below 6,600 Amid Foreign Sell-Off

 Foreign selling drives KOSPI lower as KOSDAQ rebounds in South Korea

 Samsung Electronics Applies 2nm Process to HBM5, Boosting Speed 50%

 Power Equipment Stocks' 40% Drop Not Peak, Supercycle Continues

 Korea power-equipment stocks drop as AI fund rotation, distribution booms

 KOSPI Plunge Tied to Supply Shocks, Analyst Warns Against Debt-Driven Investments

 Samsung to use 2nm process for HBM5 base die as heat challenge grows  - Samsung Electronics plans to manufacture the base die for its next-generation HBM5 memory using a 2nm gate-all-around foundry process, as faster high-bandwidth memory raises pressure on logic performance, power efficiency and heat management.

 The CEA and Playground Global Sign MoU to Advance Deep Tech Research Toward Global Markets  - The agreement creates a means to bring research from CEA institutes to market, supported by Playground's global network for financing and scaling deep technology ventures.

 China’s private-sector split widens as tech rises, traditional sectors struggle: survey  - Most entrepreneurs polled cite problematic payment delays and intense competition, even as AI, semiconductors and advanced materials lift profits

 Quantum sensors are: emerging commercially, expensive, need standards  - Researcher notes that quantum sensors can cost thousands but offer greater stability in measurements of natural forces like gravity

 Intel and SK Hynix Ohio Rumor Confirmed by Ohio Senator  - Similar to TeraFab, there is a lot to this JV/Partnership, and I go over my different scenarios with their pros and cons.

 Future of Memory And Storage  - Future of Memory & Storage has long been regarded by the industry as the world’s most important and...

 Scientists Crack the Code for Making “Impossible” Nanocrystals  - A molten salt method developed by researchers at UChicago and Argonne could enable more durable materials for printed electronics and flexible devices. Nanocrystals have become so valuable to science and technology that research involving them earned the 2023 Nobel Prize in Chemistry. Yet despite their...

 World Cup breaks attendance record  - The 2026 FIFA World Cup was the first World Cup to be hosted by three countries; it had the most nations participating and hence most matches played (104) and […] The post World Cup breaks attendance record appeared first on Electronics Weekly .

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

4½h: SK HynixTBD

5½h: Foxconn Technol…TBD

29h: Samsung Electro…TBD

30h: United Microele…TBD

54h: ASE IndustrialTBD

54h: InnoluxTBD

 Warning Shots Fired as AMD Announces New Data Center GPUs  - Red team’s new Helios racks offer 30% more tokens per dollar than Nvidia. The post Warning Shots Fired as AMD Announces New Data Center GPUs appeared first on EE Times .

 The security imperative for software-defined vehicles  - The automotive industry has undergone a major transformation, shifting from traditional hardware-centric vehicles to software-defined vehicles (SDVs). Unlike conventional cars, Continue Reading The post The security imperative for software-defined vehicles appeared first on EDN .

 Narrative: Tablet Forecast 2017–2031 – High Costs Exacerbate Declining Refresh Demand  - The tablet market is entering a tougher phase as the post-pandemic refresh cycle fades and surging memory costs push prices higher. TechInsights forecasts tablet shipments to fall sharply in 2026 and decline again in 2027, even as rising selling prices cushion revenue. The downturn will expose gaps between...

 Toward More Compact GaN CMOS Devices for Power Electronics  - As part of the Carnot ePMOS project, a CEA-Leti research team conducted an in-depth study of a key building block of GaN CMOS technology: PMOS transistors. Combining numerical simulations with experimental work, the project delivered significant results that pave the way for reducing the size of GaN CMOS...

 [News] Q2 Memory Earnings Preview: What to Watch From Samsung, SK hynix, and Kioxia  - As AI continues to drive memory demand, the earnings of the world's leading memory makers are drawing close industry attention. According to TechNews, the three major memory manufacturers—SK hynix, Samsung Electronics, and Japan's Kioxia—are all set to report their latest quarterly earnings this......

 IBASE launches edge AI computer with up to 99 TOPS  - IBASE has introduced the CMI211-1005, a compact edge AI computer based on Intel Core Ultra 200H Series processors for industrial AI…

 Exotic Quasiparticles Promise Next-Gen Interconnects  - New materials grow more conductive as they get smaller, not less

 2026 State of the Industry Report: Historic Growth Amid Intensifying Global Competition  - SIA’s annual State of the U.S. Semiconductor Industry report, released today, provides a snapshot of where the industry stands in 2026: the extraordinary growth underway, the opportunities and challenges ahead, and the policy priorities necessary to sustain U.S. leadership in this vital technology....

 NVIDIA and Broadcom Begin Volume Ramp of CPO Switches, with Optical Engine Yield and Advanced Packaging Capacity Emerging as Key Expansion Bottlenecks, Says TrendForce  - TrendForce's latest research on the optical communications industry reveals that NVIDIA has begun shipping its next-generation Spectrum-X CPO switch to select partners. Meanwhile, Broadcom is continuing limited shipments of its 51.2T Bailly CPO switch, marking the official transition of co-packaged optics...

 CXMT IPO: Where China’s Largest DRAM Maker Stands?  - CXMT eyes one of China’s largest semiconductor IPOs amid once-in-four-decades memory shortage. The post CXMT IPO: Where China’s Largest DRAM Maker Stands? appeared first on EE Times .

 工研院攜手三井不動產、熊本科學園區 拓展半導體供應鏈與應用市場商機  - 工研院與三井不動產、熊本科學園區營運管理及交流中心(Kumamoto Science Park Community & Management,KSCM)簽署合作備忘錄。三方將以熊本科學園區為交流據點,聚焦汽車、機器人、AI及相關半導體供應鏈,並從終端市場需求出發,整合臺...

 Siemens boosts its EDA with Nvidia AI tools and hardware for agentic engineering of PCBs, semis  - Edge applications with sensors rely on circuits built with Siemens’ EDA tools that are being combined with Nvidia infrastructure and software

 CPO’s Biggest Bottleneck Is Not Optics—It Is High-Volume Testing  - Original Article By SemiVision Research [Reading time: 17 mins]

 記憶體又貴又缺!DRAM、企業級SSD吃緊 宇瞻張家騉:供需失衡至少到明 H1  - AI引爆記憶體需求,DRAM及企業級SSD已全面進入「又貴又缺」階段。宇瞻(8271)執行長張家騉指出,隨全球三大DRAM原廠新增產能幾乎全面投入AI產品,一般市場供貨持續減少,供需失衡短期仍難緩解。 他直言,全球三大DRAM原廠新增產能幾乎全面投入HBM、伺服器DDR5及LPDDR5X等AI產品,分配給一般DDR5、DDR4及工控市場的顆粒持續減少,模組廠目前面臨最大的挑戰已不是價格,而是供...

 Are Chips Dead?  - Market Rewind: July 20-24, 2026

 Advanced packaging market to hit $120bn by 2031  - The advanced packaging market reached $55 billion in 2025 and is expected to increase to more than $120 billion by 2031, says Yole. Advanced packaging is overtaking traditional packaging to […] The post Advanced packaging market to hit $120bn by 2031 appeared first on Electronics Weekly .

 What caught your eye? Quantum computing, CuspAI discovery, Invisible drone  - What caught our eye this last week? There's SaxonQ quantum computing, a Cambridge startup using AI to discover new materials, and a Phantom Twist drone bidding for invisibility... The post What caught your eye? Quantum computing, CuspAI discovery, Invisible drone appeared first on Electronics Weekly ....

 How Sports Photographer Kirby Lee Captures Big Moments  - Sports Photographer and Sandisk Ambassador Kirby Lee talks about his influences, how he prepares to...