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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

↺81h Innolux-65% miss 🔴

 Semi. Fabs and Clean Rooms
-30m ago: Samsung, SK Hynix and Micron have shifted up to 35% of cleanroom wafer capacity from DDR5 to HBM3E/HBM4 for AI demand. India has three ATMP/OSAT plants in production with exports, while the Tata PSMC wafer fab is delayed to mid-2028. TSMC Arizona 3nm volume targeted for H2 2027. Environmental pressure on Korean fabs for wastewater discharge is rising.

 800VDC Pushes AI Power Design From Grid To Gate  - The next power bottleneck is no longer just inside the accelerator — it is the full conversion path from medium-voltage AC to sub-1V silicon. The post 800VDC Pushes AI Power Design From Grid To Gate appeared first on Semiconductor Engineering .

 Liquid Cooling Becomes Standard for High-End AI Infrastructure, with Penetration Expected to Reach 53% in 2026, Says TrendForce  - Liquid cooling penetration among AI chips is projected to rise to 53% in 2026 and approach 60% in 2027. High-end chips from NVIDIA, AMD, and Google are driving the adoption of liquid cooling. NVIDIA’s rack-scale solution shipments are expected to double in 2026, while more than 80% of Google’s AI...

 Measurement basics: A field guide to instrument interfaces  - Understanding GPIB, USB, LXI, PXI, and VXI interfaces equips engineers to unlock the full potential of their T&M tools. The post Measurement basics: A field guide to instrument interfaces appeared first on EDN .

 AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test  - Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs, high-bandwidth memory, and networking parts. That has broadened the sales base while making gross margin protection a central...

 功耗升 矽電容躍AI封裝關鍵元件  - AI晶片效能快速提升,「如何穩定供電」成為先進封裝的新挑戰。隨GPU、ASIC功耗朝千瓦等級邁進,HBM容量與晶片運算密度同步提高,瞬間電流變化更加劇烈,帶動矽電容(Silicon Capacitor,SiCap)需求升溫。 矽電容利用半導體製程直接在矽基板形成電容結構,較傳統積層陶瓷電容(MLCC),具有低等效串聯電感(ESL)、低等效串聯電阻(ESR)、高頻響應佳及超薄化等特性,最大優勢...

 Bi-Weekly Portfolio update - Mid-August [1st to 15th August]  - How's my portfolio looked? What changes have I made and what's my plan?

 Package Failure Analysis Services | IC Package FA Lab  - Package failure analysis is the systematic investigation of defects and failures originating within semiconductor packaging, interconnects, solder connections, die attach, bond wires, redistribution layers and other structures that connect the semiconductor die to the outside system. A semiconductor device...

 RISC-V : What Really Matters  - Readers may have seen the recent post from Dmitri Grinberg RISC-V: They Should Have Known Better which sets out, at some length, his criticisms of the ISA.

 Common Earth Project Aims to End Chip Supply Chain Bottlenecks  - Michigan researchers seek ways to make chips without rare earths and other problematic materials

 China Aid for Key Sectors Can Feed Trade Tensions, ECB Blog Says  - Chinese subsidies for strategic industries are boosting exports in those areas, according to European Central Bank research that adds to an intensifying debate among the region’s policymakers about such practices.

 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑

↺5½d Jenoptik2.6% beat 🟢

25m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lifted by Northeast Investment Management

37m: PFG Advisors Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

37m: Relyea Zuckerberg Hanson LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

41m: Targeted Financial Services LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

41m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Strategic Planning Group LLC

41m: TB Alternative Assets Ltd. Has $75.64 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

41m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Reduced by Union Bancaire Privee UBP SA

48m: Elon Musk's Terafab in Texas aims to revolutionize semiconductor manufacturing at scale

94m: Semiconductor Tariffs Would Make Everything More Expensive

96m: CHICAGO TRUST Co NA Has $2.57 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

96m: Crossmark Global Holdings Inc. Sells 11,594 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

96m: Canoe Financial LP Has $344.12 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

1¾h: How the role of the foundry is changing

2h: It's definitely a great achievement that Korean semiconductors have come this far. That potential s..

2h: Assam Looks to Japan for Semiconductor, Energy Investments

2¼h: Precision Under Pressure: Rethinking Bond Reliability In High-Density Semiconductor Test

2½h: SK Hynix invests $38 billion to expand semiconductor fabs.

2¾h: Q2 Earnings Highlights: Sensata Technologies (NYSE:ST) Vs The Rest Of The Analog Semiconductors Stocks

3h: Bangladesh’s semiconductor success will depend on what it owns

3h: Semiconductor machines keep getting better, getting them to work together is the hard part

3h: Ingenic taps Hong Kong market to raise HK$3.2 billion for chip expansion

3¼h: SK hynix invests $38 billion in chip plants in South Korea

3¼h: PM Modi stresses semiconductor chips as key to technological

4h: Shikhar Malhotra to Head HCL-Foxconn’s New Semiconductor Facility in UP

4h: Barclays raises target price for Nordic Semiconductor to 180 Norwegian kroner (170), reiterates equal weight

4h: Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High

4¼h: Everyone is scrambling for memory chips, just like a war.

4½h: GCT Semiconductor (NYSE:GCTS) Downgraded by Wall Street Zen to Sell

5h: Motorized Microscope Stages Market Semiconductor Automation Drives 7.5% CAGR to 2035 - News and Statistics

5h: Advancing towards the 0.2nm process

5¼h: Natural Rubber-Coated Textiles Market Semiconductor Demand Drives 4.8% CAGR to 2035 - News and Statistics

5¾h: US firm ChipAgents expands Series A funding to $134 million

5¾h: China’s Chip Industry Is Having a Breakout Moment

5¾h: Semiconductor and AI revolution: Powering the future

6¼h: Stronger Q2 Results And AMI-Fueled Outlook Might Change The Case For Investing In Lattice (LSCC)

6¾h: Xia Zuoquan on the Verge of Ushering in His Fifth IPO

6¾h: Chinese CPU provider Ingenic Semiconductor begins bookbuilding for HK IPO, raising $3.22 bln

7¾h: How Air Liquide Far Eastern is Investing in Taiwan’s Semiconductor Future

7¾h: Ingenic Semiconductor Co Announces Global Offering

8¼h: Ingenic Semiconductor Launches Up to HK$3.2 Billion Hong Kong IPO

 Panasonic proposes thick film current resistors as alternative to metal shunt resistors  - Panasonic Industry offers its Thick Film Current Sensing Resistors as a cost-effective alternative to conventional metal shunt resistors for selected low- and medium-current sensing applications. Not all current-sensing applications require […] The post Panasonic proposes thick film current resistors...

 摩根大通驚喊半導體大行情來了!漲價潮從記憶體蔓延 設備、磷化銦全面沾光  - 全球半導體產業景氣正出現新一輪升級訊號,摩根大通最新報告指出,全球主要晶片業者第二季財報釋放出的訊息相當一致,需求強度明顯優於3個 前預期,價格上漲也不再只是記憶體市場的現象,而是開始向半導體設備及材料供應鏈擴散,整體產業的定價權正逐步向上游轉移。...

 $12B of US ratepayers' money wasted on a modeling mistake and PJM wants to do it again  - How America's greatest grid wasted billions and is putting ratepayers at risk by using bad models, no not those models.…

 CEO Interview with Jerry Chen of Upbeat Technology  - Jerry Chen, CEO and Founder of Upbeat Technology, received his Master of Science in ECE from the University of Texas at Austin. Started working as an IC design engineer in Silicon Valley at Intel, Lucent, Apple, and Procket Network since 1995. Later transitioned into Technical Marketing roles, serving...

 Scientists Reprogram How Light Travels in Just 74 Femtoseconds  - An ultrathin silicon surface can steer and reshape light in just 74 femtoseconds, opening a path toward a new generation of high-speed optical technology. A pulse of light can cross the width of a human hair in roughly 74 femtoseconds. In that same vanishingly brief interval, a new device developed at...

 How Coherent Can Earn Investor Confidence  - Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next.

 Transmission Electron Microscopy (TEM) for Semiconductor Failure Analysis  - Transmission Electron Microscopy (TEM) is one of the highest-resolution physical-analysis techniques used in semiconductor failure analysis. It allows failure analysts to examine extremely small structural and material anomalies that may be impossible to characterize using optical microscopy or conventional...

 Jeju Semiconductor Second-Quarter Operating Profit Jumps 2,745%  - Jeju Semiconductor Corp. reported second-quarter revenue of about 290 billion won and operating profit of about 120 billion won. The figures increased about 467% and 2,745%, respectively, from a year earlier. The company’s official English name is Jeju Semiconductor Corp.According to Jeju Semiconduc...

 Analysis: End-User Capex Continues Boosting Chip Demand  - Foxconn reported Q2 profit of TWD $59.97 billion, up 35% YoY, with cloud and networking products accounting for more than 50% of revenue. This report accompanies the Industry Performance Data Table.

 🌔 🇺🇸 Americas 
🇨🇦 ---  🌔 +

58h Wolfspeed,

52h Analog Devices

↺4½d Coherent2.8% beat 🟢

↺5½d Lumentum0.8% beat 🟢

 Electronic Monitoring Technology Supports Safer Reentry  - Securus Monitoring is highlighting how connected electronic monitoring technology can give probation and parole officers real-time visibility while…

 OCP APAC 2026: AI Infrastructure Is Moving Beyond the GPU  - Original Article By SemiVision Reserach [Reading time: 12 mins]

 [News] China Rare-Earth Curbs Send Japan Dysprosium Imports Down 82% in 1H26; Chip Supply Chain Feels Squeeze  - China’s tightening trade restrictions are putting Japan’s rare-earth supplies for EVs and semiconductor manufacturing equipment under increasing strain. According to Nikkei, imports of two particularly scarce rare-earth products in 1H26 fell to roughly 20% of 1H24 levels. Dysprosium-iron alloy i......

 Eolian announced that Flint Grid, a 200MW, 5+hour duration grid-scale battery energy storage system in Jersey Township, Licking County, Ohio, has started construction  - Eolian’s proven and enviable track record is evidenced by the successful funding and development of nearly 30 GW of operating…

 Samsung and KB Take Early Lead in ‘Samsung Electronics-SK hynix + Bonds’ ETFs… Mirae Asset and Korea Investment Strike Back  - Dubbed the “Samsung Electronics-SK hynix 50-50 ETF,” the product has gained attention as a popular retirement investment amid strong investor interest in semiconductor stocks.

 삼성전자, 기흥 신규 R&D팹 '파운드리' 활용 추진…엔비디아 수요 선제 대응  - 삼성전자가 기흥에 구축 중인 차세대 반도체 연구개발(R&D) 단지 용도를 변경할 예정이다. 현재 해당 라인은 파운드리 생산능력 확대에 활용하기로 가닥을 잡은 것으로 14일 파악...

 Build Your Own DRAM Supply Model  - Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.