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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

⏮4¾d SK Hynix85%beat 🟢

⏮4¾d Foxconn Technol…TBD

⏮89h Samsung Electro…-1.7%miss 🔴

⏮88h United Microele…206%beat 🟢

⏮64h ASE Industrial20%beat 🟢

⏮64h InnoluxTBD

2h: PM Modi inaugurates Micron Technology’s Semiconductor plant at Sanand in Gujarat

2½h: Semiconductor ETF Catches Its Breath as Cloud Giants Double Down on AI Spending

2¾h: University Of Vermont: V-GaN Tech Hub Opens New Test And Characterization Facility

3h: Navitas Semiconductor Stock (NVTS) Opinions on Earnings and AI Infrastructure Demand

3h: ASIP breaks ground on ₹2,500 crore semiconductor facility in Visakhapatnam

3h: Prime Minister lays foundation for A.P.’s first semiconductor manufacturing facility

4¼h: PM lays foundation for ASIP semiconductor plant in Andhra Pradesh

4½h: ON Semiconductor Stock and 2 Chip Picks Near the CHIPS Act Funding Shift

5h: Enterprise value to EBITDA forward of Vanguard International Semiconductor Corp – TPEX:5347

5¼h: Wolfspeed: Andy W. Mattes Appointed To Board Strengthening Semiconductor Expertise

5¾h: Verus Capital Partners LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

5¾h: Summitry LLC Has $179.41 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6h: 3 Semiconductor Stocks to Buy Before AI Demand Explodes in August

6¼h: WNY Asset Management LLC Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6¼h: Cantor Fitzgerald reiterates Neutral rating on ON Semiconductor stock By Investing.com

6¾h: The Manufacturers Life Insurance Company Sells 16,042 Shares of NXP Semiconductors N.V. $NXPI

7¼h: Enterprise value to EBIT forward of Wisechip Semiconductor Inc. – TPEX:5245

7½h: Turning semiconductor into next economic engine

7½h: LG Innotek selects DEEP C Hai Phong 2 for $1 billion semiconductor project

7¾h: Navitas Semiconductor (NVTS) Partners With Magnachip To Expand SiC Power Reach

8h: STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear

8h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Raised by GKV Capital Management Co. Inc.

8½h: Axiom Investment Management LLC Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8½h: Diodes (DIOD) After Board Appointment Looks Fully Valued Under The Main Narrative

8½h: Empowered Funds LLC Has $7.04 Million Stock Position in NXP Semiconductors N.V. $NXPI

 Mitsubishi Electric, Sony Semiconductor Solutions Launch Vision Sensor Business  - Mitsubishi Electric Corp. and Sony Semiconductor Solutions have established a definitive agreement to establish a joint venture (JV) called Advanced Vision Solutions Co., Ltd., which will begin operations in October, subject to necessary approvals...

 黃崇仁辭世 龔明鑫:生前促售廠給美光是重要貢獻  - 經濟部長龔明鑫今天表示,晶圓代工廠力積電董事長黃崇仁辭世對台灣產業界及國家而言都是損失。黃崇仁生前,他們曾多次討論力積電出售廠房給美光一案,認為這是「對力積電好、對美光好、對台美都好」的決定,也是對全球半導體產業的一大貢獻。...

 Will ASML Finally Charge for Its Value?  - Management hints ASML starts charging for value in 2027. Consensus says it won't.

 CLB vs. CPLD vs. FPGA: Choosing the Right Logic for Your Embedded Design  - From discrete logic to fully integrated MCUs, programmable logic has come a long way. This post explores how engineers can balance performance, flexibility and simplicity by selecting the right logic approach for modern embedded applications.

 At OCP's Taiwan summit, servers take a back seat to optics and advanced packaging  - When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest, and ASE are sharing the stage with Microsoft, Nvidia, and Google.

 The AI Trade Burned Down: Let Round 2 Begin  - With more sanity this time...

 Qorvo grows quarterly margin, despite revenue falling by 2.9%  - Double-digit year-on-year revenue growth in defense & aerospace, infrastructure and power supplement pivot to higher-value cellular placements

 Amazon has Q2 sales of $200bn  - Amazon reported Q2 sales up 20% YoY to $200.6 billion. Operating profit was up 43% YoY to $27.5 billion. Net profit was $62.6 billion up from $18.2 billion in Q2 […] The post Amazon has Q2 sales of $200bn appeared first on Electronics Weekly .

 BluGlass Quarter Report – June 2026  - The BluGlass Board and Management are pleased to provide the following update and Appendix 4C Quarterly Report for the three…

 High-Field EPR/ENDOR of N/Be Centers for Defect Engineering in 6H-SiC  - Silicon carbide (SiC) in its various structural modifications is widely used in power semiconductor electronics, operating under extreme conditions of high temperature, high voltage, and intense radiation. The discovery of spin defects (S0) with unique optical and coherent properties has further positioned...

 AI Is Compressing Software; Space Is Building the Physical Economy  - AI is squeezing software jobs; space and semiconductors are where tech turns physical. The post AI Is Compressing Software; Space Is Building the Physical Economy appeared first on EE Times .

 Samsung warns memory crunch will last through 2028 as profit rises 19-fold  - Tech giant counts record piles of cash while buyers face years of elevated prices

 Why autonomous agriculture needs inertial navigation  - GPS is not enough to maintain accurate localization in autonomous agricultural equipment when traversing through orchards with changing environments. The post Why autonomous agriculture needs inertial navigation appeared first on EDN .

 Ampleon removes Chinese executives from daily management  - Ampleon no longer has Chinese nationals on its executive board or supervisory board, het Financieele Dagblad reports (link in Dutch).

 Volvo drops lidar on its EX90 and ES90 cars after Luminar liquidation  - Customers will be compensated for a non-functional bump of hardware on the roof

 Optimize hi-rel designs with rugged, flexible interconnects  - Rugged and flexible interconnects support miniaturization, easier integration, and reliable performance. The post Optimize hi-rel designs with rugged, flexible interconnects appeared first on EDN .

 🌑 EMEA 
+

70h Ams

99h Infineon Techno…

⏮93h NXP Semiconduct…TBD

62h Tower Semicondu…

⏮50h X Fab Silicon F…-450%miss 🔴

 Score the ultimate AMD AM4 starter pack with a six-core CPU and 16GB RAM for only $280 — kickstart your next PC build with $138 in savings  - If you've been hesitating to upgrade to a modern platform because of the state of the PC hardware industry, this combo deal might be the one for you.

 [Market Memo] A tale of two heroes.  - Be aware of the situation.

 What a visit to China’s AI labs reveals about the battle for global soft power  - The ultimate prize in AI is not just owning the technology, but having the power to dictate rules, frame ethics and command global influence

 SemiVision Weekly Intelligence | 2026 July Week 4  - Original Article By SemiVision Research [Reading time: 13 mins]

 IonQ Completes Acquisition of SkyWater Technology  - Creates the Only Vertically Integrated Full-Stack Quantum Platform Company Accelerates IonQ’s Fault-Tolerant Quantum Computing Roadmap Facilitates Secure End-to-End Design through...

 The Difference Between CoWoS-S and CoWoS-R  - CoWoS-S and CoWoS-R are two versions of TSMC’s Chip-on-Wafer-on-Substrate advanced packaging platform. Both technologies are designed to combine high-performance processors, chiplets and high-bandwidth memory, or HBM, within a single package. This shortens the electrical connections between computing...

 Muse Semiconductor and True Circuits Launch PLL IP Access Program for Universities at Low Cost  - The goal of the program is for students and faculty to conduct more impactful research by using silicon-proven commercial IP so they can focus their attention on innovating the next generation of semiconductor technologies. The post Muse Semiconductor and True Circuits Launch PLL IP Access Program for...

 Designer’s guide: Radar, LiDAR, and cameras advance ADAS  - Innovations in radar, LiDAR, and camera technologies, powered by sensor fusion, improve automotive perception for safer ADASes. The post Designer’s guide: Radar, LiDAR, and cameras advance ADAS appeared first on EDN .

 30 years of CPUs at Tom’s Hardware — looking back on three decades of processors, from the Pentium II to Ryzen 9 9950X3D2  - Tom’s Hardware has been covering CPUs for 30 years, and to celebrate, we’re looking back on the last three decades of CPU reviews and how the dynamics between Intel and AMD have shifted in that time.

 When Phones Threatened PCs  - At the 2000 ISS Taiwan the talk was about how the cell phone would impact the PC with the phone expected to become more datacentric and the PCs more portable, […] The post When Phones Threatened PCs appeared first on Electronics Weekly .

 [News] NAND’s 2026 Playbook: Samsung, SK hynix Chase Upgrades and SSD Mix Over Volume  - Ahead of Kioxia's earnings call today, Samsung and SK hynix's 2Q26 results, released earlier this week, both point to NAND Flash's return as a key growth driver. Crucially, ASP gains, rather than shipment growth, are driving the recovery. With major capacity expansion not expected until 2028–29, m......

 CPC: The AI Rack Cabling Revolution: From PCB Topology to Cable Backplanes  - Original Article By SemiVision Research [Reading time: 12 mins]

 Rapidus、「千歳市自然共生サイト推進協議会」に参画  - ~貴重な水源保全のために重要なエリアの自然環境を守る活動に参加~

 [News] ASE Again Raises 2026 CapEx to Record US$10.5B; Eyes 2x Leading-Edge Advanced Packaging Revenue by 2027  - ASE, the world's largest outsourced semiconductor assembly and test (OSAT) provider, announced at its July 30 earnings call that it has again raised its 2026 capital expenditure. According to Economic Daily News, the company increased its 2026 capital expenditure from US$8.5 billion to US$10.5 billi......

 Beyond Hexagonal Boron Nitride: First-Principles Study of Pentaoctite-BN and Pop-BN Monolayers  - …polymorphs satisfy the criteria for dynamical, mechanical, and thermal stability, indicating that they are viable two-dimensional materials. Both systems are indirect-gap semiconductors whose electronic states near the band edges are dominated by out-of-plane pz orbitals. Their distinct pentagon-octagon...

 Marvell to Invest $250 Million in India  - Marvell Technology, Inc. today announced plans to invest $250 million in India over the next three years to expand its capabilities across technology, talent and infrastructure. The post Marvell to Invest $250 Million in India appeared first on Semiconductor Digest .

 A Simple Twist Could Unlock a New Generation of Electronics  - Scientists can now twist large oxide crystals into new materials with potentially powerful electronic properties. A carefully chosen twist can transform how a material behaves. Researchers have now found a way to apply that principle to large sheets of crystalline oxides, opening a potential route toward...

 Formal Acceleration on FPGA. Innovation in Verification  - Extending hardware acceleration to formal verification is a powerful idea to extend hardware acceleration to a verification domain that has not got much attention for acceleration. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer...

 Extending AIConfigurator to Intel XPU: Accelerating Cross-Platform LLM Deployment at Scale  - Until recently, AIConfigurator was an NVIDIA-only story — deeply integrated with CUDA, NCCL, and NVIDIA GPU silicon data. Over a series of contributions, we extended AIConfigurator to support Intel® A...

 Greece-based METLEN signs long-term commercial gallium supply agreement  - About 25% of annual production from planned production facility to go to US firm

 🌑 Americas 
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99h Western Digital

99h Everspin Techno…

5d Microchip Techn…

92h Globalfoundries

99h Skywater Techno…

⏮93h Skyworks Soluti…14%beat 🟢

51h ON Semiconducto…

⏮93h Qorvo53%beat 🟢

⏮5d Amkor Technolog…49%beat 🟢

 Humanoid Manipulation at the Edge of Physical Interaction  - This white paper examines emerging humanoid robot architectures, focusing on how joints and dexterous hands are becoming intelligent, sensor-rich subsystems that require tightly integrated control, communication, and edge processing. It outlines key design challenges and opportunities for building scalable,...

 SPIE Names 79 Senior Members  - SPIE has added 79 new senior members from academia, industry, and government, hailing from 19 countries. The members bring a wealth of experience and expertise in areas from breakthrough research to creative efforts that make optics and photonics...

 A deep dive into Nvidia's Vera CPU and the Olympus cores that power it  - 88 custom cores, 176 funky threads, 1.5 TB of laptop RAM, and 1.8 TB/s of NVLink connectivity — this isn't your typical datacenter chip

 Beyond the Leading Edge: The Overlooked Opportunity in Mature-Node Decarbonization  - Leading-edge processes dominate conversations about semiconductor sustainability, but mature-node chip manufacturing will remain responsible for a significant share of fabrication emissions through 2030. See why decarbonizing mature-node production is essential.

 ZeroQ – A Prospective Solution to Scalable AI Direct NVMe® SSD Access  - ZeroQ addresses existing SSD bottlenecks by introducing a highly scalable, energy-efficient "green superhighway" that enables more than 10,000 AI cores to directly access NVMe® SSDs.

 Migrating NVIDIA CUDA C++ AI Kernels to Intel SYCL for GPU Acceleration  - Migrating AI kernels from NVIDIA CUDA C++ to Intel SYCL is no longer a heavy rewrite—it is becoming a practical path to greater hardware flexibility, reduced vendor dependency, and scalable GPU accele...

 FCC robot ban poses huge challenges amid potential security plus  - IDC analyst believes security threat posed by Chinese robots is very real

 Active filters: Design tips and tricks  - Here is a sneak peek at the most common active filter nonidealities alongside recommendations on how to mitigate the problem. The post Active filters: Design tips and tricks appeared first on EDN .

 Harvard Researchers Turn Ordinary Knitting Into Programmable Technology  - Researchers developed knitted textiles that can function as switches and count steps. A piece of knitted fabric can now do more than stretch and fold. By carefully controlling its yarns and stitch patterns, researchers have made textiles that snap between stable shapes, operate electrical switches, and...

 Chip Industry Week In Review  - DAC's big buzz; CHIPS Act $; China's immersion DUV; UMC expands; SIA's state of the industry; DRAM shortages; earnings; PCB design credential program; IBM's quantum advantage; AI security alliance; foreign robotics ban. The post Chip Industry Week In Review appeared first on Semiconductor Engineering...

 Cook’s Curtain Call  - At his final results call Tim Cook turned in some pretty good numbers in a tough consumer electronics market. Apple had fiscal Q3 (calendar Q2) revenues up 16.4% YoY at […] The post Cook’s Curtain Call appeared first on Electronics Weekly .

 Industry’s First Certified Automotive Grade PUF for Software Defined Vehicles  - Software defined vehicles (SDVs) are transforming the automotive industry. Today’s vehicles are connected computing platforms that rely on advanced processors, artificial intelligence (AI), over the air (OTA) software updates, cloud services, and vehicle to everything (V2X) communications. Every electronic...

 Parent Information Session Empowers Families to Support Future STEM Careers  - At the University of Florida’s Nonoscale Research Facility, the Florida Semiconductor Institute (FSI) hosted a group of eight students and one professor from the Electrical Engineering and Electronic Engineering Technology programs at Florida A&M University (FAMU) and Florida State University (FSU)...

 Fable: The Wise Laureate  - A Nobel Physics Laureate who is 101 years old laid down five rules for being a successful researcher: Don’t allow yourself to be trapped by your past experiences. Don’t allow […] The post Fable: The Wise Laureate appeared first on Electronics Weekly .

 Comparing the Latest 200 MP Image Sensor Technology: Samsung, Sony, and OmniVision  - Compare Samsung, Sony, and OmniVision's leading 200 MP CMOS image sensor technology through TechInsights' reverse engineering.

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

 Mitsubishi Electric to Establish Manufacturing Facility for IT Cooling Equipment in Ohio, U.S.A.  - Accelerating business expansion through Local production and strengthening one-stop service capabilities in world’s largest market