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☀️ EMEA 🇨🇭🇫🇷🇮🇱 🌑
🇩🇪 --- 🌑

60m: Texas A\u0026M helps in state push for U.S. microchip production independence

64m: Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore

97m: VanEck Semiconductor ETF gains 3.92% today as investors pile into chip stocks riding AI infrastructure buildout

2h: Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)

2h: Sum Technology secures $5m semiconductor cleanroom contract ahead of market debut

2¼h: Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave

2¼h: Semiconductor surge: Major tech rallies while energy stocks stumble

2¾h: World's most efficient solar module ...

3h: Semiconductor stocks surge as the AI tech rally resumes

3h: ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)

3h: Atomic-level simulations predict transistor scaling limits

3½h: Perovskites show promise for quantum systems

3¾h: Wolfspeed Names Semiconductor Industry Veteran Dan Whalen Vice President of Investor Relations

3¾h: CADFEM APAC, SilTerra partner on semiconductor simulation

4¼h: Texas Instruments, ON Semiconductor see bullish views at Citi

4¼h: SEMI 3D \u0026 Systems Summit to Highlight Heterogeneous Integration for Europe's Semiconductor Future

4½h: Why the Austin region is becoming a magnet for the semiconductor sector

7¼h: Rapidus signs UK semiconductor manufacturing MoU

7¾h: Excitonic spin torque in a magnetic semiconductor

 Mask Contamination: The Big Operational Headache for EUV Lithography  - Pellicles lasting less than a day of exposures, masks getting dirty at unknown times and getting worn out by cleans

 Andy McLean: Rapidus MoU Will Help British Innovators Access 2-nm Technology  - As the UK Semiconductor Centre signs an MoU with Rapidus, EE Times speaks exclusively with its new CEO, Andy McLean. The post Andy McLean: Rapidus MoU Will Help British Innovators Access 2-nm Technology appeared first on EE Times .

 Chinese compound chip stocks surge after Supreme Court blocks Infineon in GaN patent case  - A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May

 CEA-Leti Scales Ferroelectric RAM to 22nm Node, Unlocking Denser, More Efficient Memory for Edge AI  - Breakthrough Reported at VLSI 2026 Also Extends to High-Performance Computing, Aerospace & Defense Systems, and IoT Platforms​

 This week’s outside five sigma (#103)  - Optical Circuit Switch with Lasers

 MLCCs: The \u201CRice of Electronics\u201D Becomes a Power Bottleneck in the AI Era  - Original Article By SemiVision Research [Reading time: 22 mins]

 Exclusive: Wiwynn triples capital, president says it signals confidence  - Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026. President William Lin said the move is meant to show the market that the company is optimistic about the future. Wiwynn's...

 Taiwan firms ramped AI investment but must fix architecture to realize ROI

 InnoScience wins China patent ruling, Infineon GaN sales banned

 Wus Printed Circuit sees turnaround on high-end PCB demand

 Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26

 Southeast Asia shifts from test-and-pack to multi-center advanced packaging hub

 SK Hynix to test ChatGPT and Copilot as Samsung widens enterprise AI use

 China eases InP substrate exports, lifting compound semiconductor supply

 PCIM 2026: How customized AI agents are demystifying EMC design

 Weekly news roundup: Samsung foundry profit rebound may come in 3Q26; Nvidia unveils AI PC vision

 X app age rating raised to 19+ on South Korean Google Play Store after Grok's adult-content policy change

 Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges

 AI power race lifts transformer demand, gives Fortune Electric pricing edge

 SK Hynix readies HBM4 packaging push as Nvidia demand grows

 AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

 Google's TPU diversification challenges MediaTek and other ASIC partners

 CATL maps three-stage battery strategy as US blacklist grows

 India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

 Fortune Electric sees export-led growth as global AI power demand tightens transformer supply

 India advances rare earth supply chain as major local conglomerates show interest

 LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

 Machine tool suppliers forge alliances to offer one-stop solutions

 The great chip bazaar: India's fragmented fight to build a tech empire

 General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

 Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

 Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?  - SMIC N+3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale, SemiAnalysis Teardown Engineering & Evaluation Lab…

 SpeedTech's shift toward assembly and systems work could reshape 2026 revenue mix  - Connector and wire-harness maker SpeedTech is accelerating its shift from component supply toward systems assembly and full-unit OEM production, while expanding into low-Earth orbit satellites, gaming equipment, and industrial PCs (IPCs). The company said these new business lines should support double-digit...

 Coherent Lite Transceivers + AMD CPU Opportunity  - Expanding on FundaAI's Excellent Work

 Indian Firm Scales Single-Walled Carbon Nanotube Production for Batteries and Chips  - NoPo scales HiPco single-walled carbon nanotube output for sub-2-nm chips and anodes. The post Indian Firm Scales Single-Walled Carbon Nanotube Production for Batteries and Chips appeared first on EE Times .

 US lawmakers warn next revolution in AI race must be in America, not China  - As Washington and Beijing battle for global supremacy in artificial intelligence, US must establish next technological edge, Congress told

 Enhancing long-context, high-concurrency LLM serving on a 32 GB workstation GPU: TurboQuant KV Cache  - Long context LLM serving is running into a memory wall. The problem is not always raw compute. It is the KV cache, which grows with every token and every concurrent user.In this article, we show how T...

 Get 32GB of DDR5 RAM for only $255 in this 2-item combo from Newegg — just $514.99 gets you Corsair Vengeance RGB RAM and a Gigabyte X870 Aorus Elite motherboard, 26% off  - Newegg slashes ~$185 off this 2-item combo, dropping the RAM to an affordable $255 - just $514.99 gets you a solid Gigabyte X870 motherboards, and 32GB of RAM in this incredible Newegg combo deal.

☀️ Americas 
🇺🇸 --- 🌘

Applied Materials Stock And The Tell Hiding In Its Margins

Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)

Down Around 70% From Its High, Is Now the Time to Buy Oklo Stock?

Elon Musk Praises Tesla's 'Awesome' AI Chip Team, Says AI6 May Set New Wafer Intelligence Record

Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement

ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)

Trading Near Its 52-Week Low, Is Palantir Technologies Stock a Buy?

Nvidia Hires Washington Veteran for Policy Push

This Under-the-Radar AI Chip Leader Just Became a No-Brainer Buy This Week

Micron Price Target Raised at RBC on Stronger Memory Cycle, AI Demand

MaxLinear's Panther Momentum Builds on Growing Tier 1 Design Wins

Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?

Roku Stock Jumped 20% on Friday. The Index Move Coming June 22 Could Matter More Than the Buyout Buzz.

Here's How Much a $1000 Investment in Intel Made 10 Years Ago Would Be Worth Today

Wall Street's Latest Stock-Split Stock Is Up Over 1,000% Since IPO and Looks Like a Strong Candidate for More

PayPal Trades at Less Than 8X Earnings. Is This a Bargain or a Value Trap?

3 Services Stocks to Research Further

Should You Buy Nvidia Stock Before June 24?

This Artificial Intelligence (AI) Stock Hit $1 Trillion in Record Time. Wall Street Says This Will Happen Next.

Qorvo Merger With Skyworks Resets Debt Covenants And Risk Profile

 Nanoengineered wood sets new record for transformer insulation  - The world's power grid is straining under the surge in electricity demand from data centers, electric vehicles and renewable energy. And a century-old technology, the power transformer, must support this dramatic increase. ...

 How AI forms the future of Europe’s EDA industry  - The User2User event hosted by Siemens EDA brings together the electronic design automation community to share their real-world experiences.

 Microchip’s TimePictra 12 targets HA-TT synchronisation management  - Microchip Technology is announcing the release of its TimePictra 12 platform. This is a software upgrade to its synchronisation management software for critical infrastructure operators. It aims to manage advanced timing architectures with “greater visibility, automation and control”, says the company....

 42% slashed off Samsung's 990 Pro SSD, 2TB now $369 — $270 savings brings one of the fastest PCIe 4.0 SSDs to its lowest price in months  - Samsung's 990 Pro 2TB is one of the fastest PCIe 4.0 M.2 SSDs around, delivering excellent performance and efficiency and backed by a 5-year warranty - now priced at $369.99, it's not the cheapest around, but is a well-rounded storage upgrade for any build.

 Optical interconnect market explodes to $39B by 2030  - The market for co-packaged optics (CPO) and near-packaged optics (NPO) is expected to grow from around 100 million dollars in 2025 to more than 39 billion dollars by 2030, according to Trendforce.

 Connected Vehicle Ecosystem: SAKURA Internet Joins AECC  - SAKURA internet has joined the Automotive Edge Computing Consortium (AECC) as a Contributor Member, bringing its expertise…

 CEO Interview with Suresh Vasudevan of Clockwork.io  - Suresh Vasudevan is CEO of Clockwork.io , pioneering Software-Driven AI Fabrics™ that recover the 60-80% of cluster capacity that today goes completely unutilized. Previously, he led Nimble Storage to IPO and HPE acquisition, and served as CEO of Sysdig. Prior to that, he was at NetApp and McKinsey...

 UCLA’s $125M Semiconductor Hub: “We Want High Impact, Not Incremental Research”  - UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research. The post UCLA’s $125M Semiconductor Hub: “We Want High Impact, Not Incremental Research” appeared first on EE Times .

 RISC-V Targets Data Centers, Edge AI, Space  - "RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna. The post RISC-V Targets Data Centers, Edge AI, Space appeared first on EE Times .

 Out of the shadows: Huawei’s ‘chip queen’ steps back into the spotlight with scaling law  - He Tingbo says her epiphany came from an ancient irrigation system in Sichuan province, built without modern machinery or electricity

 From GTC Taipei to Computex 2026: Taiwan\u2019s Strategic Role in the AI Supply Chain  - Original Article By SemiVision Reserach [Reading time: 40 mins]

🌑 AsiaPac 
🇰🇷🇦🇺 --- ☀️ +

 Battery-Free Artificial Photosynthesis Turns Sunlight, Water, and CO2 Into Fuel  - A self-regulating artificial photosynthesis system makes solar fuel without batteries, offering a simpler and potentially cheaper path to clean energy storage. Researchers at Osaka Metropolitan University have created a new artificial photosynthesis system that can produce solar fuel more consistently...

 TP-Link MC220L: Media conversion keeps the network well  - Got lightning? A bidirectional RJ45/SFP intermediary can prevent it from propagating through the remainder of your network. The post TP-Link MC220L: Media conversion keeps the network well appeared first on EDN .

 The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck  - Power-hungry data centres fuel demand for MLCCs, which are crucial components for modern innovations including smartphones and electric cars

 NUBURU agrees Lyocon-led alliance with SunCubes  - Laser Arm initiative combines laser-source manufacturing, beam-control and optical power technologies for counter-drone, defense mobility and critical-infrastructure applications

 [News] TSMC CoWoS Supply-Demand Gap Reportedly Seen Narrowing from 20% to 10% by End-2026  - TSMC continues to accelerate its advanced packaging capacity expansion, helping move the industry closer to supply-demand balance. According to Economic Daily News, institutional investors said that as TSMC and its partners aggressively build out new advanced packaging capacity, the CoWoS supply-dem......

 Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce  - TrendForce’s recent research on silicon photonics (SiPh) shows that the rapid growth of AI training and inference workloads is pushing AI data centers toward increased power use, higher rack densities, and larger clusters. As data transfer becomes a major energy drain, CSPs are treating interconnect...

 Rapidus、UK Semiconductor Centreと将来の半導体製造のための基本合意締結  - ~ 本政府と英国が進める技術協力の枠組みの一環として推進~

 Surface resistance and resistivity testers for ESD applications  - These precision measurements define whether a material behaves as conductive, dissipative, or insulative to ensure effective ESD control. The post Surface resistance and resistivity testers for ESD applications appeared first on EDN .

 [News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers  - Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdrop, rival SK hynix is also stepping up its next-generation HBM push, with South Korean media outlet Newsis reporting that the memory giant has secured ......

 Forget Signal Dead Zones: These 3D-Printed Panels Could Supercharge 6G  - A new passive technology could help future wireless networks reach places where signals struggle today. Dead zones are one of the most persistent problems in wireless communications. Whether it’s a basement office, a warehouse aisle, a tunnel, or a crowded indoor venue, signals often struggle to reach...

 Can AI Create Missing Models?  - It depends on what those models are used, which also can have a big impact on the cost. The post Can AI Create Missing Models? appeared first on Semiconductor Engineering .

 Rebellions Bets on Memory-Centric Architecture as It Weighs IPO Options  - Rebellions leverages memory-centric AI chip designs with SK Hynix and Samsung to fuel IPO ambitions. The post Rebellions Bets on Memory-Centric Architecture as It Weighs IPO Options appeared first on EE Times .

 Lablup adds Intel Arc Pro B70 support to Backend.AI  - Building on its existing support for Intel Gaudi 2/3 AI accelerators, Backend.AI now extends its Int...

 Forced layoffs avoided until May 2027 in union-backed ASML restructuring plan  - ASML and the unions FNV and De Unie have agreed on a social plan that no forced layoffs will take place before 1 May 2027.

 Transparent OLED advance could improve AR displays and smart windows  - Seoul National University College of Engineering announced that a research team led by Prof. Yongtaek Hong from the Department of Electrical and Computer Engineering has developed a high-performance transparent organic light-emitting ...