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 ☀️ 🇰🇷🇦🇺🇨🇳 AsiaPac 
🇹🇼  ---  🌑

↺26h Foxconn Technol…

↺2h Innolux

39m: SpaceX and Tesla Invest $16.8B in AI Semiconductor Factory Teraf

41m: SpaceX Selects Grimes County for Massive Terafab Semiconductor Campus

70m: Should Investors Buy Micron Stock Instead of Taiwan Semiconductor Stock?

2h: SolarEdge Stock And 2 US Chip Plays Worth Watching After New Tariffs

2¼h: Advantest: AI Inference Is Turning Semiconductor Test Into A Structural Toll Road (ATEYY)

2¼h: Semiconductor Bonding Market Expected to Grow at 4.35% CAGR and Reach USD 1.86 Billion

2¾h: Lattice Semiconductor (LSCC) Posted Record Q2 Results, Is The Stock Still Undervalued?

2¾h: KAIST develops ‘chameleon AI semiconductor’ with programmable response speeds

3h: Editorial: Labor Minister’s Narrow View Threatens Korea’s Chip Strategy

4h: KLIC Q2 Deep Dive: AI Demand, Data Center Expansion, and Advanced Packaging Fuel Growth

4¼h: indie Semiconductor Inc reports results for the quarter ended June 30 - Earnings Summary

4¼h: SpaceX plans $16.8 billion semiconductor plant in Grimes County

5h: Semiconductor Stocks Are Down 22%. Here's the 1 Chip Stock I'd Buy Right Now.

5¼h: Trump Unveils Trade Actions to Protect Key Solar and Semiconductor Material

6h: ON Semiconductor Corp. stock outperforms competitors on strong trading day

6¼h: Trump unveils trade actions to compete with China on solar and chips

6¼h: Here's how SpaceX imagines its massive Terafab chip factory will look

6¼h: Trump unveils trade actions to protect key solar and semiconductor material

6½h: indie Semiconductor (NASDAQ: INDI) grows Q2 revenue 24% to $64M

6½h: BRIEF-indie Semiconductor Q2 Revenue USD 64 Million Vs. IBES Estimate USD 62.5 Million

7h: ASYS Q2 Deep Dive: AI Infrastructure Drives Growth Amid Segment Shifts and Leadership Change

7h: Semiconductor Stocks Got A Lift As SpaceX Planned A $16.8 Billion Fab

7¼h: AI Stocks For Higher Rate Markets With A Focus On Productivity

7½h: SpaceX to Build Natural Gas Power Plants for Texas Chip Factory

8½h: Govt plans incentive to spur semiconductor growth

8¾h: BofA says AI demand broadens across semiconductor sector

9h: Toward high-efficiency deep-ultraviolet semiconductor laser sources

 AI Chip Startup Taalas Acquired by AMD  - AMD plans to use Taalas chips alongside its GPUs for AI inference, likely as an LLM decode accelerator. The post AI Chip Startup Taalas Acquired by AMD appeared first on EE Times .

 SEMI Applauds Statement from Senators Crapo and Wyden Supporting U.S. Tax Credit for Semiconductor Manufacturing  - Following Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) reaffirming support for the Section 48D Advanced Manufacturing Investment Credit (AMIC), SEMI today released a statement from its President and CEO Ajit Manocha commending the action on behalf of the semiconductor...

 Roger Grace MEMS report validates the rising role of AI  - Dozens of thought leaders in the 2025 Roger Grace MEMS Commercialization Report Card described the dramatically increasing role of AI as MEMS technology has reached mature status after years of growth. The experts' aggregate grade was B-minus, the same as the prior three years.

 Trump Order Sets 15% Tariff on Polysilicon, Solar Panels  - President Donald Trump ordered new tariffs as well as price floors on imported polysilicon used in semiconductors and solar panels, warning that US reliance on foreign supplies threatens national security.

 Silanna Combines Semiconductor and UV Businesses  - Silanna has united its operating companies, Silanna Semiconductor and Silanna UV, under a single corporate identity. The move brings together the company’s expertise in advanced semiconductor technologies and UV LED innovation under one brand.

 New Audio SoCs Combine Bluetooth HDT with Dual-RF Technology  - Ceva and Actions Technology have expanded their longstanding partnership with the introduction of the ATS296X series, a new family of Bluetooth audio chips designed to bring High Data Throughput technology into commercial wireless products. Powered by the Ceva-Waves Bluetooth HDT platform, the series...

 TSMC boosts 3nm output to 180,000 wafers, races 2nm toward 100,000 on AI demand  - Wei said demand for AI Semiconductor chips is expected to remain strong through 2029–2030.

 GlobalFoundries Posts Results, Makes Another Acquisition  - GF has completed the acquisition of Photeon Technologies’ integrated voltage regulator (IVR) business

 Why Memory & Storage Have Become AI's Most Strategic Infrastructure Layer  - Traditional enterprise applications were rarely constrained by memory bandwidth. Storage capacity and processor performance generally scaled together, and commodity DRAM followed predictable pricing cycles driven by supply and demand.‍ See how AI changes that equation entirely.

 Drones and more: Bans that harm customers and don’t actually close the door  - Attempted prohibitions of foreign-sourced products based solely on theoretical claims only invites domestic-supplier favoritism accusations. The post Drones and more: Bans that harm customers and don’t actually close the door appeared first on EDN .

 iBase Solution unit lands U.S. optical module cooling orders after July launch  - Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers. The unit, Coolify Inc., secured orders from several US networking and cloud companies for optical module cooling adhesive...

 GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains

 Second-tier foundries' repair rally lifts margins back to 30%

 Parade sees steadier outlook despite margin pressure from memory costs

 Elite Semiconductor rides niche DRAM price hikes

 GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test

 ByteDance founder shuns AI distillation, wary of more US scrutiny

 Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

 Primax Electronics posts higher 2Q revenue as margins come under pressure

 Largan July 2026 revenue rises 11% as CPO samples progress

 Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

 Ample Electronic posts record July sales as MLCC demand strengthens

 CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

 Unitree's impending IPO draws Meituan and Tencent as investors

 Samsung to pay Netlist up to US$897 million to settle memory patent dispute

 Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

 Auras Technology sees July 2026 revenue more than double on liquid cooling demand

 Machvision July revenue hits record as AI and PCB demand strengthens

 Microsoft's OpenAI disclosure reveals an unshakable dependency

 Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity

 Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

 Anthropic builds in-house chip design team, signaling AI firms' turn to custom silicon

 Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out

 Chunghwa Precision Test posts record July revenue on AI chip demand

 AI orders give Soonest visibility into 2027

 NEO Semiconductor unveils AI memory platform aimed at easing global bottlenecks

 Meta turns its engineers into trainers in coding race with Anthropic and OpenAI

 India's ASIP Technologies makes FCBGA core of OSAT plan

 Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook

 Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance

 TSMC turns to OSATs for more CoW capacity as AI packaging bottleneck persists

 Monolithic integration of optically anisotropic GeSe-based films on GaAs by templated solid-phase epitaxy  - Layered IV-VI semiconductors such as GeSe exhibit strong in-plane optical anisotropy, making them promising candidates for polarization-sensitive photonic devices. However, realizing these properties in scalable platforms requires heteroepitaxial integration on technologically relevant substrates like...

 WD Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2026 financial results for the period ended July 3, 2026.

 The AI Genie Is Out of the Bottle and Won’t Go Back  - December 2025. Inside an Alibaba-affiliated lab, an agent called ROME, mid-training, quietly diverts GPU capacity for itself and opens a hidden channel to the outside world. Nobody told it to.

 CXL controller scales server memory  - Montage Technology has introduced the M88MX6852, a CXL 3.2 Memory eXpander Controller (MXC) chip for AI data center applications. The post CXL controller scales server memory appeared first on EDN .

 QED Technologies Completes $18.7M Expansion  - QED Technologies International has completed a planned expansion to its operations. The company, as previously announced, has added 20,000 sq ft to its University Avenue facility in the Rochester. The manufacturer of advanced capital equipment for precision optics fabrication and metrology has also established...

 Processing-in-Memory Simulator Supporting 11 Memory Technologies (Riken, Keio,Los Alamos, ORNL)  - Researchers from RIKEN Center for Computational Science, Keio University, Los Alamos National Laboratory, and Oak Ridge National Laboratory published a technical paper titled “PIMID: A Full-System Simulator with Intricacy and Diversity for Processing-in-Memory.” Abstract Excerpt: “Processing-in-Memory...

 Power Integrations demonstrates 2200V GaN technology  - Another evolution in PowiGaN technology has been announced by Power Integrations. The company has announced that the proprietary semiconductor technology is now rated at up to 2200V. The previous highest […] The post Power Integrations demonstrates 2200V GaN technology appeared first on Electronics...

 Safeguarding Fab Throughput with AI-Augmented Data Insights  - Discover how a Al-infused visual analytics platform empower engineers to solve complex manufacturing challenges for faster root cause analysis. The post Safeguarding Fab Throughput with AI-Augmented Data Insights appeared first on EE Times .

 Optical transceivers may follow US import bans on robots, routers, inverters and drones  - Following its import bans on Chinese drones, routers, inverters and robots the US government is said to be drafting a ban on optical transceivers, reports Reuters. The move aims to […] The post Optical transceivers may follow US import bans on robots, routers, inverters and drones appeared first on...

 Imec Unlocks System-Level III-V Chiplet Integration on Si-CMOS with Advanced 300mm RF Silicon Interposer Platform  - As wireless communication systems evolve toward 6G, satellite connectivity, advanced radar, and high-performance sensing applications, the integration of heterogeneous semiconductor technologies has become a critical challenge. Silicon CMOS remains the dominant platform for digital processing and system...

 Shortlists Named for 2026 VISION Award  - Organizers of VISION 2026, set to take place Oct. 6-8 in Stuttgart, have unveiled their shortlist for the VISION Award. The five companies will present their innovations during a one-hour session at the Industrial Vision Days on Oct. 7.

 Design Integrity With PolarFire® FPGAs: Built-In Digest Verification  - Trusted operation starts with trusted configuration. Explore how our PolarFire® devices perform dedicated hardware-based digest verification to confirm FPGA integrity, support secure system operation and identify both malicious changes and reliability-related faults throughout the device lifecycle.

 electronica 2026: Electronics as the Basis of the All-Electric Society  - electronica 2026 puts chips, AI, energy efficiency, and cyber resilience at the heart of the all-electric society. The post electronica 2026: Electronics as the Basis of the All-Electric Society appeared first on EE Times .

 RBC Hires Brass From Barclays to Head Semiconductors Group  - Rob Brass is joining Royal Bank of Canada from Barclays Plc as head of global semiconductors and electronics within technology investment banking.

 Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers  - Work will focus on persistent MRAM for metadata management, log data, write buffering and cache functions. The post Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers appeared first on Semiconductor Digest .

 Narrative: Embedded Computing Processors Q1 2026 – An Uneven Recovery Led by FPGA and Edge AI  - This narrative complements the Market Data: Embedded Computing Processors report, providing further insights into market trends for embedded processors. These processors primarily differ from mobile or PC processors in their design priorities and durability. They are typically optimized for specific,...

 Astera Labs: From the Tray to the Rack, and What Comes After  - PCIe Switches, AWS Trainium, NVLink Fusion, and the UALink Future

 Pressure-induced Superconductivity in Thermoelectric Semiconductor Mg3Sb2  - …of emerging electronic and phonon transport, superconductivity, and topological transition. Here, we report the discovery of pressure-induced superconductivity in the TE semiconductor Mg3Sb2. Upon the increased pressure, the metallization occurs at 8.7 GPa, followed by a superconducting transition...

 Polar molecules and polymer bridges overcome two key limits in organic electronics  - A research team led by Professor Kang Bosoek of the SKKU Advanced Institute of Nano Technology (SAINT), Department of Nano Engineering and Department of Semiconductor Convergence Engineering at Sungkyunkwan University has ...

 Scientists Discover What Makes Hydrogen Go Quantum  - The symmetry of vanadium’s crystal structure acts as a switch for hydrogen’s quantum behavior. Inside a vanadium crystal, hydrogen can travel in two very different ways. It may move as a conventional particle that needs enough energy to jump between locations, or behave like a quantum wave that passes...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

5¾d Jenoptik

↺59h Ams-133% miss 🔴

↺31h Infineon Techno…

↺68h Tower Semicondu…

 Insight: FCC Drafts Ban on Chinese Optical Transceivers in US Datacenters  - The US FCC wants to ban US imports of Chinese optical transceivers, especially newer models for 1.6T and above data links used in new AI datacenter equipment. This would have disruptive consequences for the supply chain and increase AI capex costs over the next two years. It could also accelerate the...

 How Advantech and NXP's RW612 are Making Industrial IoT Connectivity Smaller and Smarter  - Advantech's AIW-411 wireless MCU module, powered by the NXP RW612, delivers secure Wi-Fi 6 and Bluetooth LE 5.3 connectivity in an ultra-compact OSM Size-0 form factor.

 Telechips Returns to Profit in Second Quarter on Strong IVI Chip Sales  - Telechips returned to profitability in the second quarter of 2026, driven by increased sales of in-vehicle infotainment (IVI) chips.The company said on Aug. 6 that second-quarter revenue rose 33.6% year over year to 59.2 billion won. Operating profit came in at 3.18 billion won. Operating margin imp

 AlixLabs Expands Footprint at RISE ProNano in Lund by 400 Square Meters  - AlixLabs AB, a Swedish semiconductor technology company pioneering Atomic Pitch Splitting, APS, today announced that it is expanding its cleanroom space at the Lund-based RISE ProNano lab by 400 square meters. The post AlixLabs Expands Footprint at RISE ProNano in Lund by 400 Square Meters appeared first...

 Thermal Management Strategies for Next-Generation AI Chiplets and Photonic Integrated Circuits  - AI accelerator packages that dissipated 300-400W in 2020 routinely exceed 700W today, with roadmaps pointing past 1,000W — while the photonic ICs increasingly co-packaged alongside them need temperature stability measured in tenths of a degree. The post Thermal Management Strategies for Next-Generation...

 Korea in Race to Keep Chips Edge as China Presses, Minister Says  - South Korea risks losing its edge in semiconductors unless it helps chipmakers accelerate investment, as China pours unprecedented resources into the industry and intensifies the global technology race, Industry Minister Kim Jung-kwan said.

 SpaceX to Build Natural Gas Power Plants for Texas Chip Factory  - SpaceX plans to build its own power plants to support the massive semiconductor manufacturing facility it’s developing in Texas with Tesla Inc.

 MACOM Reports Fiscal Third Quarter 2026 Financial Results  - LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended July 3, 2026.

 [Post-$] Astera Labs is a Switch Company in Connectivity Clothing  - ALAB is a copper play with high growth switches, CXL opportunities and optics dreams.

 Creating Pathways to Semiconductor Careers: Intel Launches SEPP  - Intel-funded initiative expands education-to-career pathways across key U.S. semiconductor regions

 Samsung Debuts New 3D HBM, Flash Memory Technologies  - At the FMS conference, the company unveiled several next-generation 3D memory technologies

 Fable: Not A High Flyer  - This was not a high-flier: Moral: All that flies does not fly high The post Fable: Not A High Flyer appeared first on Electronics Weekly .

 5 Benefits of Partnering With a U.S. Semiconductor Foundry  - Semiconductors sit at the center of modern life. They power vehicles, industrial automation, communications infrastructure, AI data centers, defense platforms, medical technologies, and countless systems that people and organizations depend on every day. As demand…

 China’s MLCC supply chain expanding rapidly amid surge in global AI demand  - Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity

 Industry, labor ministers clash over 52-hour workweek exemption in 'special' zones  - Industry, labor ministers clash over 52-hour workweek exemption in 'special' zones The industry chief said the cap stands in the way of growth, citing an experience in China, but his labor counterpart said Korean firms are doing fine as is. 8/6/2026 - 04:41 AM News Team

 Beyond the Fab: Building Europe’s Next Generation of Semiconductor Champions  - Europe's next semiconductor champions will emerge from design expertise, customer knowledge, and IP—not manufacturing capacity alone. The post Beyond the Fab: Building Europe’s Next Generation of Semiconductor Champions appeared first on EE Times .

 Sandisk Reports Fiscal Fourth Quarter 2026 Financial Results  - "We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth ...

 HPE extends validity of quoted hardware prices, possibly for months  - Suggests Big Green knows its component prices will remain steady

 Memristive Behavior and Mechanism in Solid-State Nanopores  - …to integration of ionic computing circuits and systems. Here, we report memristive behaviors of silicon-based solid-state nanopores (SSNPs) fabricated based on wafer-scale semiconductor processes. The SSNPs exhibit hysteretic current-voltage characteristics with a dependence on voltage sweeping frequency,...

 Skyworks’ Mobile revenue drop offset by automotive and data-center growth  - New capital allocation framework and $2bn debt financing to support Qorvo merger

 Scientists Expose Hidden Quantum Identity of a Superconductor  - Two strongly coupled superconducting states can disguise themselves as a single energy gap in ultrathin materials. Two ultrathin superconductors appeared to have a simple internal structure, but closer measurements revealed something more complex. Instead of relying on one superconducting state, each...

 Everspin Reports Unaudited Second Quarter 2026 Financial Results  - CHANDLER, Ariz.--(BUSINESS WIRE)--Aug. 5, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 Partnership for Economic Innovation Adds Catherine Côté to its Board of Directors  - onsemi VP brings federal and global policy expertise to strengthen Arizona's semiconductor and technology sectors. The post Partnership for Economic Innovation Adds Catherine Côté to its Board of Directors appeared first on Semiconductor Digest .

 Engineered atomic interface opens a new path for atomically thin transistors  - For more than 10 years, atomically thin semiconductors have been considered among the most promising alternatives to silicon. Only a single atom thick, these materials possess strong electrical characteristics and could facilitate ...

 Silicon Photonics MEMS-based Optical Switch Using a Zero-Change Foundry–Compatible Process (UC Berkeley)  - Researchers from UC Berkeley published a technical paper titled “Zero-change foundry compatible silicon photonics MEMS optical switch.” Abstract Excerpt: The paper demonstrates a broadband silicon photonics MEMS switch with “more than 30 dB extinction ratio” using a “zero-change foundry compatible...

 SpaceX beats expectations  - Space X had Q2 revenues of $7.8 billion up from $4.1 billion in Q2 2025 in its first quarterly results announcement since its IPO. Losses narrowed to $143 million from […] The post SpaceX beats expectations appeared first on Electronics Weekly .

 Astute signs Reyax  - Astute Group has signed a new franchise agreement with REYAX Technology. REYAX’s range covers LoRa and LoRaWAN, Bluetooth Low Energy, Wi-Fi, cellular and NB-IoT, NFC and RFID, GPS/GNSS, ultra-wideband (UWB), […] The post Astute signs Reyax appeared first on Electronics Weekly .

 Single-atom-based electrode significantly expands operating voltage window of aqueous supercapacitors  - A research team led by Jung Kyu Kim, a professor in the Department of Chemical Engineering at Sungkyunkwan University (SKKU) (co-first authors: Ph.D. candidates Dong Zhang and Jong Hun Kim), in collaboration with Min-Cheol ...

 Hz to 4-20mA or 0-20mA current source is compatible with grounded loads  - Minimal circuit converts input frequency to a precision current source that also accommodates grounded inputs. The post Hz to 4-20mA or 0-20mA current source is compatible with grounded loads appeared first on EDN .

 Samsung debuts next-gen memory chips for AI systems  - Samsung debuts next-gen memory chips for AI systems The company has unveiled a new zHBM design, offering up to eight times the performance of HBM5, as well as a 400-layer NAND chip. 8/5/2026 - 03:48 AM LEE JAE-LIM

 LITEON invests US$34m for 21% stake in DenseLight  - Optical packaging, testing, module integration and manufacturing to combine with InP laser sources and optical communication components

 On-site Report from the Murata Manufacturing Booth at the Automotive Engineering Exposition 2026: Showcasing Technologies for the New Mobility Society  - On May 27, 2026, Murata Manufacturing (hereinafter "Murata") exhibited at the Automotive Engineering Exposition 2026. This exposition is the largest automotive technology exhibition in Japan. At the exhibition, we showcased technologies with a view to the next-generation mobility society. Here, we introduce...

 A Selective Magneto‐ionic Strategy for Hardware‐level Security  - Researchers from Universitat Autònoma de Barcelona, INRiM, ICN2 and ICREA published a technical paper titled “Voltage-Reconfigurable Magneto-Ionic Nanolayers in Dot Arrays for Probabilistic, Materials-Engineered Security Primitives.” The paper explores “a selective magneto‐ionic strategy for...

 The lidar robotaxi debate continues, updated by Waymo’s Dolgov  - Waymo co-CEO Dolgov didn’t name Tesla, but defended camera, lidar and radar as a requirement for its robotaxis

 Solving the solvent problem  - By focusing on electrolytes, MIT scientists are making sodium-metal batteries a more practical energy storage option.

 Entegris Announces Changes to Board of Directors  - Entegris, Inc., a global leader in advanced materials and purity solutions for the semiconductor industry, today announced the appointment of Robert A. Bruggeworth, President and Chief Executive Officer of Qorvo, to the Board, effective August 3, 2026.

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

↺31h Western Digital-53% miss 🔴

↺31h Everspin Techno…-400% miss 🔴

↺7h Microchip Techn…

↺37h Globalfoundries9.4% beat 🟢

↺31h Skywater Techno…

↺79h ON Semiconducto…2.8% beat 🟢

5¾d Coherent

4¾d Lumentum

3½h: CoreWeave Stock, Nebius Highlight Data Center Earnings; Tech Stars Lumentum, AMAT Also Due

4¾h: Stock Market Today, Aug. 6: Datadog Plummets 19%, Leading Software Stock Slide

6h: Stock Market Today: Dow Sinks 464 Points, But Chip Firm Surges; Microsoft Surpasses Buy Zone (Live Coverage)

6¾h: Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share

6¾h: Microchip Technology Announces Financial Results for First Quarter of Fiscal Year 2027

7h: Advanced Micro Devices vs. Sandisk: Comparing the Latest Quarterly Revenue Trends as AI Demand Spikes Sales

8h: Micron & 2 Profitable Stocks Smart Investors Are Buying in August

9h: Can STMicroelectronics Cross $4 Billion Revenues in Q4?

9¼h: DoorDash Q2 Earnings Miss on Higher R&D Costs, Revenue Beat

9¼h: MKSI Q2 Earnings Beat Estimates, Revenues Increase Year Over Year

9¾h: CION Investment Corporation Q2 2026 Earnings Call Summary

10h: Tradr Announces Upcoming Leveraged ETFs on MRAM, SITM & UMC

10h: Sea Limited's Q2 Earnings Ahead: What's in Store for the Stock?

10h: TTMI Q2 Earnings & Revenues Surpass Estimates, Both Increase Y\/Y

10h: Here’s a Solid Backdoor Trade on the Memory Boom

11h: Thursday's ETF with Unusual Volume: SNPE

11h: BofA downplays China’s threat to Micron’s AI business

11h: The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

11h: Why Did Western Digital Stock Crash After Earnings?

12h: VSH Q2 Earnings Beat on Volume Growth, Revenues Rise Y\/Y

 Prediction Seduction  - 79% of prediction-market users are losing money, and half (51%) are betting with funds they borrowed, says a report from BadCredit.org. ‘Because Kalshi, Polymarket, and PredictIt have exploded this year, […] The post Prediction Seduction appeared first on Electronics Weekly .

 텔레칩스, 2분기 영업익 32억원...3분기 연속 흑자  - 차량용 반도체 설계 기업 텔레칩스가 2분기 실적 개선세를 이어갔다. 텔레칩스는 2분기 연결기준 영업이익 31억 8000만원을 기록했다고 6일 공시했다. 전년 동기 35억 500...

 With 'Yellow Envelope' act, administrative guidelines alone cannot prevent confusion (KOR)  - With 'Yellow Envelope' act, administrative guidelines alone cannot prevent confusion (KOR) Korea’s expanded labor protections law is fueling labor disputes, threatening investment, youth jobs and long-term competitiveness. 8/6/2026 - 09:06 PM Opinion Desk

 [News] Tesla’s Terafab Takes Shape in Texas with $16.8B First Phase; Memory Engineering Hiring Signals DRAM Push  - Elon Musk's semiconductor ambitions are beginning to take shape as new details of the Terafab project emerge. According to Reuters and Houston Chronicle, the first phase will require an initial investment of $16.8 billion, well below the company's earlier $55 billion estimate. However, a May regulat......

 Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers  - Work will focus on persistent MRAM for metadata management, log data, write buffering and cache functions. The post Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers appeared first on Semiconductor Digest .

 Conference Report: Hybrid Bonding Advances at ECTC Meeting  - Dave Lammers surveys how Applied Materials, EV Group, imec, ITRI, Leti, and Tokyo Electron are pushing hybrid bonding past its current limits. The post Conference Report: Hybrid Bonding Advances at ECTC Meeting appeared first on Semiconductor Digest .

 Snowflake extortionist admits 165-victim cloud crime spree – and squeezing one target twice  - Connor Moucka pleads guilty over sprawling 2024 campaign that looted billions of records

 IC Cost and Price Model  - The IC Cost and Price Model is an end-to-end cost and pricing model for low-power silicon integrated circuits. This model is a manufacturing simulator of wafer fabrication, assembly, and testing. It provides quantitative insights into prices and cost categories including equipment, materials, facilities,...

 How the AI Chip Boom Is Reshaping South Korea’s Markets, Economy and Society  - Semiconductor workers are the new social elite as the country finds itself in the epicenter of the artificial intelligence boom.

 Trump Readies Tariffs and Price Floor to Help US Polysilicon  - President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.

 White Paper: The Semiconductor Foundation of Modern AI Data Centers  - Artificial intelligence AI has become one of the most significant drivers of semiconductor innovation in history. While AI applications often receive the most attention, the underlying hardware infrastructure that enables AI consists of a highly sophisticated ecosystem of semiconductor technologies. Modern...

 Practical AI: Don’t Work Harder; Work Smarter  - For the past three years, almost every discussion I’ve had about AI processors and accelerators has eventually devolved into someone jumping up and down (metaphorically speaking) waving around bigger and bigger numbers: more parameters, more memory bandwidth, more TOPS, more… well… you name it,...

 Narrative: 2026 Q3 Automotive Semiconductor Demand 2024 to 2033  - The latest TechInsights Automotive Semiconductor Demand forecast has now been published as an Online Data Report (ODR). This Narrative examines the key changes in this update, which has been heavily affected by memory shortages and the uncertainty stemming from the politicization of the automotive semiconductor...

 Thailand and Malaysia: The AI supply chain's hidden beneficiaries  - Thailand and Malaysia: The AI supply chain's hidden beneficiaries The two Southeast Asian markets have exhibited lower volatility: While the Kospi fell 32 percent from its peak, the declines in Thailand and Malaysia were less than half that magnitude. 8/6/2026 - 11:00 AM Opinion Desk

 Will the Match Act trigger another ‘Greenland moment’ for the EU?  - The Netherlands and the EU will soon have to decide whether safeguarding technological sovereignty calls for the same resolve shown in defending Greenland’s territorial sovereignty.

 A century-old warning from radio: Is AI listening? (KOR)  - A century-old warning from radio: Is AI listening? (KOR) The rise and crash of RCA shows how leverage, not technology, can turn an AI investment boom into financial instability. 8/5/2026 - 08:43 PM Opinion Desk

 China’s retaliation against US shows depth of its trade war strategy, analysts say  - Beijing’s latest export controls and sanctions against American companies show its ‘countermeasures framework and toolkit have come of age’

 Farnell signs RIGOL  - Farnell has signed a distribution agreement with RIGOL Technologies, giving customers across EMEA easier access to high-performance test and measurement equipment. The agreement will help design engineers, research institutions, and […] The post Farnell signs RIGOL appeared first on Electronics Weekly...

 NVIDIA’s Vera Whitepaper Has a Thread Loose ...  - Hello you fine Internet folks, ...

 The Chip Insider®– Dr. Strange-AI-Guys, or How I Learned to Stop Worrying and Love AI  - Inside G. Dan Hutcheson’s latest analysis, the AI-driven semiconductor boom reveals more than surging chip demand, highlighting how structural industry shifts, hyperscaler growth, and the end of Moore’s Law are reshaping the market far beyond typical cycle concerns

 CoreWeave Signs Multi-Year Agreement With Solidigm to Strengthen Its Integrated AI Cloud Platform  - CoreWeave, Inc. (Nasdaq: CRWV), announced a multi-year strategic agreement with Solidigm for priority access to enterprise SSD capacity supporting CoreWeave’s AI cloud platform.

 Researchers make air-stable, ultrathin superconductors, for more scalable quantum devices  - A new technique produces wafer-scale samples, overcoming a major roadblock to using these materials in quantum technologies.

 GPU-Accelerated Differentiable Framework Resolving Trade-off Between Speed and Accuracy in Switching Power Analysis (Duke, Synopsys)  - Researchers from Duke University and Synopsys published a technical paper titled “DiffPower: GPU-Accelerated Differentiable Switching Power Analysis and Optimization.” Abstract Excerpt: The paper presents DiffPower as “a GPU-accelerated framework for differentiable power analysis and optimization....

 Korea’s AI ambitions face talent exodus  - Korea’s AI ambitions face talent exodus A World Bank report shows South Korea is losing elite AI researchers even as it pours massive public and private investment into becoming a global AI power. 8/5/2026 - 11:01 AM Opinion Desk

 HP buys CXMT DRAM  - HP, Asus and Acer have started to use CXMT memory, reports the Nikkei. The notebooks using CXMT chips are not for sale in US markets because CXMT is on the […] The post HP buys CXMT DRAM appeared first on Electronics Weekly .

 Infineon forecast surges on AI datacentre PMIC demand  - Infineon had fiscal Q3 (calendar Q2) revenue of €4.172 billion for a profit of €797 million, at a margin of 19.1%. For the current quarter revenue is expected to rise […] The post Infineon forecast surges on AI datacentre PMIC demand appeared first on Electronics Weekly .

 A week full of E-Power  - Panasonic invites you to E-Bike Week in Carinthia, Austria

 Exclusive: Apple is Scrambling for DRAM Weeks Ahead of Ultra, iPhone 18 Launch  - [Exclusive] Severe memory shortages are leaving processor wafers on the shelves awaiting packaging, putting pressure on suppliers

 China Accounts for 56% of Global Optical Module Manufacturing; Short-Term Supply Chain Decoupling Unlikely Under Potential U.S. Restrictions, Says TrendForce  - According to recent media reports, the U.S. Federal Communications Commission (FCC) is drafting a proposal that would expand its Covered List to restrict imports of new-model optical transceivers manufactured in China. TrendForce notes that since the proposal has not yet been officially released, several...

 [Market Memo] Orange Man Attempted Chinese Transceiver Ban  - A not-so-gentle prod to the hypsercalers.

 Jamie Urquhart (1957-2026): Friendly, Supportive, Right to the End  - Arm co-founder Jamie Urquhart backed chips, startups, and people to the end—read how his quiet force shaped an industry. The post Jamie Urquhart (1957-2026): Friendly, Supportive, Right to the End appeared first on EE Times .

 2026-2027 CMR SOD Precursors  - A comprehensive Critical Materials Report (CMR) on SOD precursors (dielectrics) for the semiconductor industry for 2025-2026 including supply chain and market analysis.

 Samsung’s zHBM & zNAND Signals a New Era of 3D AI Chip Architecture  - Original Article By SemiVision Research [Reading time: 12 mins]

 Mid-infrared spontaneous and stimulated emission dynamics in black phosphorus  - Black phosphorus (BP) has attracted attention as a light-emitting layered semiconductor for mid-infrared (MIR) photonics owing to its direct and thickness-tunable bandgap energy, highly anisotropic optical transitions, and potentially suppressed Auger recombination. However, spontaneous and stimulated...

 New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND  - Kioxia and Sandisk today unveiled their next-generation Quad-Level-Cell (QLC) 3D flash memory techn...

 DAC 2026: Accellera Luncheon Panel on Embracing AI for Advanced Design and Verification  - AI was a hot topic at DAC this year. If you attended the event, you’ve already heard about many new tools and systems that aim to improve time to market and quality for advanced semiconductors and systems. I had the pleasure of chairing an Accellera sponsored luncheon panel on Tuesday at DAC that took...