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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

52h: SK HynixTBD

53h: Foxconn Technol…TBD

76h: Samsung Electro…TBD

77h: United Microele…TBD

4¼d: ASE IndustrialTBD

4¼d: InnoluxTBD

 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...

 Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection  - This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment pledge.

 What is a supernode, and why does it matter for the China-US tech rivalry?  - Tech firms are racing to build colossal clusters for next-gen AI, but cost, power and scale remain challenges

 More Americans think China is world leader in AI, new survey reveals  - Findings come as AI race between Washington and Beijing ramps up and with technology high on agenda at planned Trump-Xi summit in September

 Enabot Ebo X Deep Dive Teardown  - The Enabot EBO X is a robot purchased from the Chinese market. The Enabot EBO X is designed with a X3M. The Enabot EBO X is a mobile indoor robot built around a 4K-stabilized camera system and a Horizon Robotics X3M edge-AI SoC that enables real-time V-SLAM by fusing camera imagery, depth sensing, and...

 STMicroelectronics reports Q2 revenue growth  - STMicroelectronics has reported stronger-than-expected second-quarter 2026 results, with revenue coming in above the midpoint of its guidance as demand continued to recover across several end markets. The company also…

 Chip Industry Week In Review  - Amkor's $1.5B deal; Intel Foundry revenue up 31%; Siemens' dual buys; SiC plant dies; AMD's big week; TSMC price hike; Nokia's fab buy; earnings; $300M for accelerating inference; Keysight's multiphysics; copper interconnect alternative. The post Chip Industry Week In Review appeared first on Semiconductor...

 Intel Second-Quarter Revenue Rises 25% to $16.1 Billion  - Intel posted results that beat market expectations on surging demand from artificial intelligence (AI) data centers. With its third-quarter outlook also exceeding expectations, the company's shares jumped about 9% in after-hours trading.Intel said in second-quarter results released on July 23 local

 Intel Foundry Improves Execution, but External Customers Remain the Test  - Intel’s fabs are healing, but $293M in outside revenue won’t scare TSMC yet. The post Intel Foundry Improves Execution, but External Customers Remain the Test appeared first on EE Times .

 Protected: 2027 Chip in Florida: K-12 Semiconductor Education Challenge  - There is no excerpt because this is a protected post.

 Intel Reports Second-Quarter 2026 Financial Results  - Intel’s second-quarter 2026 earnings news release and presentation are available on the company’s Investor Relations website.

 Test, debug, and validation of CXL memory expanders  - Part 3 of design tutorial on CXL Type 3 memory expanders turns to test and debug using workload tools for bandwidth and stress validation. The post Test, debug, and validation of CXL memory expanders appeared first on EDN .

 Podcast EP357: How Gonka is Changing the Way AI is Accessed with David Liberman  - Daniel is joined by David Liberman, a Los Angeles-based futurist, serial entrepreneur, investor, and former Director of Products at Snap, as well as the co-creator of the Gonka protocol. Gonka is a decentralized protocol that connects people who need computing power for AI with operators who provide GPU...

 Navitas and Magnachip partner to accelerate high-voltage and ultra-high-voltage silicon carbide adoption  - GeneSiC Gen 4 and Gen 5 SiC license spans 1200V, 2300V, 3300V and higher voltages

 China’s AI Models Are Catching Up—But Its Compute Gap Is Getting Worse  - Orginal Article By SemiVision Research [Reading time: 13 mins]

 🌑 EMEA 
+

-61h: STMicroelectron…6.9%beat 🟢

72h: NXP Semiconduct…TBD

4¾d: X Fab Silicon F…TBD

 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 .

 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...

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

 Can AMD break the CUDA Moat? AMD Advancing AI 2026  - Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Produc…

 TSMC could spend $10B more on N2 capacity. Why won’t they?  - TSMC has the cash... Why not build more N2? Implications of not doing so? And more

 Navitas and Magnachip Announce Strategic Partnership to Accelerate High-Voltage and Ultra-High-Voltage Silicon Carbide Adoption  - Navitas Semiconductor, an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, and Magnachip Semiconductor, a designer and manufacturer…

 Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation  - New identity reflects the company’s expansion from AI-assisted code generation to multi-step semiconductor engineering workflows; seed round supports enterprise growth. The post Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation appeared first on Semiconductor Digest .

 AMD端新品 台積2奈米扮要角 光、聯電等「一整串台鏈」等著吃大餐  - AMD(超微)24 將發表第六代EPYC 9006系列伺服器CPU及MI455X GPU,以台積電2奈米最先進製程打造,鎖定代理型AI、雲端、企業及高效能運算。隨AMD將EPYC、Instinct GPU與Helios機架整合為完整AI平台,台積電除掌握2奈米晶圓代工,CoWoS-L、SoIC等先進封裝需求同步升溫;法人亦看好,...

 Raymon and Panasonic E-Bike Systems Announce Strategic Partnership  - Raymon and Panasonic E-Bike Systems are entering into a strategic partnership to shape the next generation of premium e-bikes.

 Rack-integrated quantum dot-based source of single and entangled photons at telecom C-band  - …in terms of performances. Here, we make a decisive step forward in the development of quantum communication networks: a state-of-the-art source of quantum light, a semiconductor quantum dot (QD), with record coincidence rate for entangled photon emission in the telecom C-band, is operated inside an...

 Supply Chain Leaders’ New Math for Network Decisions  - Gartner urges supply chain leaders to quantify daily operational friction, making network investments more resilient and easier to justify. The post Supply Chain Leaders’ New Math for Network Decisions appeared first on EE Times .

 Why 4D imaging radar is critical to AV commercialization  - The market for commercial autonomous vehicles (AVs) is poised for explosive growth over the coming decade, and 4D imaging radar Continue Reading The post Why 4D imaging radar is critical to AV commercialization appeared first on EDN .

 AMD’s Instinct MI455X: Aiming for the Sun ...  - Hello you fine Internet folks, here at AMD’s Advancing AI event we are looking at AMD’s brand new Instinct MI455X, replacing the older Instinct MI355X at the top of their AI stack. ...

 PCs & Smartphones Supply Constrained  - Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs and a 13.9% decline in smartphones...

 Intel OnLogic Edge AI Awards  - From Pilot to Production: Intel and OnLogic Launch the Edge AI Awards to Celebrate the Teams Making Scale a Reality.

 PCs & Smartphones Supply Constrained  - Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs… Read more “PCs & Smartphones...

 🌑 Americas 
+

-48h: Intel200%beat 🟢

72h: Skyworks Soluti…TBD

-72h: Texas Instrumen…12%beat 🟢

72h: QorvoTBD

48h: Amkor Technolog…TBD

 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 .

 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 ....

 Grab an Nvidia RTX 5060 Ti gaming PC with Core Ultra 7 CPU and 32GB RAM for under $1,200 — Thermaltake's View u2660T-170 slashed by 33%  - Thermaltake has a no-brainer deal up on Woot right now where it'll let you have an $1,800 PC for as little as 1,177. For that price, you're getting an RTX 5060 Ti (8GB), a Core Ultra 7 265KF, 32GB of DDR5-6000 RAM, a 1TB M.2 NVMe SSD, and a nice ARGB case.

 AI’s Next War Is Not About Better Models—It Is About Who Controls Them  - Original Article By SemiVision Research [Reading time: 14 mins]

 China’s tech firms turn the global AI boom into opportunity amid fierce rivalry at home  - China’s AI model developers, optical-module makers and warehouse-robot suppliers are taking different routes to reach global markets

 Investment with Chinese characteristics: how Beijing’s money is reshaping tech ventures  - China’s tech sector thrives on state-backed investment, reshaping funding dynamics and sparking a debate about balancing risk and innovation

 The Next Evolution of AI Infrastructure: Inside the Architecture Powering the AI Factory Era  - As AI infrastructure evolves, Lenovo is helping shape the next generation of AI factories through its collaboration on the AMD Helios™ rack-scale solution, designed for hyperscalers and NeoCloud providers building AI at scale. The post The Next Evolution of AI Infrastructure: Inside the Architecture...

 IBM to Acquire HRL Laboratories to Power the Future of Quantum  - IBM has signed an agreement to purchase HRL Laboratories from Boeing and GM. This agreement starts the regulatory review process. Press Release: IBM to Acquire HRL Laboratories to Power the Future of Quantum As a company with a rich history of innovation, HRL Laboratories looks forward to joining IBM...

 DAC 2026: What Does It Actually Take to Create AI Chips?  - AI chips don’t need hype—they need power, memory, IP, thermal, and verification fights. See what DAC 2026 engineers will expose. The post DAC 2026: What Does It Actually Take to Create AI Chips? appeared first on EE Times .

 Etched Raises $300M with $1B in Pre-Orders  - AI chip startup Etched will start shipping its racks this summer. The post Etched Raises $300M with $1B in Pre-Orders appeared first on EE Times .

 World’s First Room-Temperature Quantum Material Sorts Light in an Unprecedented Way  - Quantum materials could transform technologies ranging from powerful computers and highly secure communications to advanced energy systems, but one major obstacle has long stood in the way. Most quantum materials reveal their unusual properties only when chilled to temperatures near absolute zero. At...

 Intel and Lens Technology Collaborate to Enable Advanced Semiconductor Packaging for the AI Era  - Collaboration combines Intel's advanced packaging expertise with Lens Technology's precision glass processing capabilities to deliver enhanced performance for future AI and datacenter workloads

 Rad-hard GaN converters: Design insights for space hardware  - Designing rad-hard GaN converters for aerospace applications is ultimately an exercise in managing extremes. The post Rad-hard GaN converters: Design insights for space hardware appeared first on EDN .

 MACOM to Report Third Quarter 2026 Financial Results on August 6, 2026  - LOWELL, MA, July 23, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its third quarter ended July 3, 2026, before market open on Thursday, August 6, 2026. In conjunction with the release, MACOM will conduct a conference call at 8:30...

 The Silicon Shield Has Never Been Stronger!  - The “ Silicon Shield ” describes the idea that Taiwan’s central role in advanced semiconductor manufacturing raises the economic and strategic cost of military action against the island. The shield is not a literal defense system. It is a form of structural deterrence created by technological concentration:...

 Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO  - Original Article By SemiVision Research [Reading time: 23 mins]