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 🌘 Americas 
🇺🇸  ---  🌑

12m: Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Down 2.9% - Time to Sell?

74m: ON Semiconductor Corp. stock underperforms Monday when compared to competitors

97m: Semiconductor production underway at Bosch’s Roseville plant

2h: ON Semiconductor Maintained by TD Cowen -- Price Target Lowered to $95

2¼h: Discontinued operations of BASiC Semiconductor Co., Ltd. Class H – HKEX:9971

2¼h: EBIT of BASiC Semiconductor Co., Ltd. Class H – HKEX:9971

2¼h: Net income before discontinued operations of BASiC Semiconductor Co., Ltd. Class H – HKEX:9971

2½h: Micron pours first concrete at $100B New York chip fab

2¾h: As national drought deepens, a new AI model helps balance water demands | Newswise

3h: Piezo Valve Market Growth Forecast to 2035: Semiconductor and Medical Device Demand Accelerate - News and Statistics

3¼h: History Says Buy the Dip on This Struggling Semiconductor Stock

3¾h: Investors Buy the Semiconductor Dip in $40 Billion Flows Week

4h: 5 Stocks That Can Win or Lose After Taiwan Semiconductor Earnings

4h: Bosch finalizes $225 million deal, starts sample production at first U.S. chip plant

4½h: TSM Revenue Growth Faces Pressure Amid Semiconductor Market Weakness

4½h: Bosch begins sample production at first US semiconductor plant, backed by $225M CHIPS Act funding

4½h: Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock

5h: Why Direxion Daily Semiconductor Bull 3X ETF Dropped

5h: Chipmakers built a workforce from scratch before. This time will be harder

5¼h: Samsung Workers’ Fight Is Just Beginning

6h: Taiwan Semiconductor Posts Stronger-Than-Expected June Sales

6h: Tower Semiconductor (NASDAQ:TSEM) Shares Gap Down - Should You Sell?

6¼h: Bosch begins sample production at its first US semiconductor plant

6¼h: TRT vs. INTT: Which Semiconductor Testing Stock Is the Better Buy?

6¼h: Bosch’s Roseville semiconductor plant begins early stages of manufacturing

6½h: Semiconductor earnings have become an index event – Citadel Securities’ Scott Rubner

6½h: TSM, Samsung's Price Hike Reflects Shifting Semiconductor Market Dynamics

7h: Philadelphia Semiconductor Index Declines Amid Mixed Earnings fr

7¾h: Why the Semiconductor Growth Story Is Only Just Beginning

8¼h: Q1 Semiconductor Manufacturing Earnings: Kulicke and Soffa (NASDAQ:KLIC) Earns Top Marks

8¾h: First ferroelectric AlScN films grown using PEALD

8¾h: Texas State University validates Atomera MST results

 Podcast EP355: An Overview of the Q126 Electronic Design Market Data Report with Wally Rhines  - Daniel is joined by Wally Rhines, CEO of Silvaco to discuss the Electronic Design Market Data report that was just released. Wally is the industry coordinator for the EDA data collection program called EDMD. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic...

 Coherent Named One of TIME's America's Best Companies 2026  - Coherent Corp. (NYSE: COHR), a global leader in photonics, has been awarded on TIME’s list of America’s Best Companies 2026.

 Every Heatwave Is Also a Semiconductor Story  - Across Europe, thermometers have recently climbed past 40°C in several regions. Air conditioners are running at full power, fans are working overtime, and electricity demand is surging. While most of us experience a heatwave as a...

 Intel Invests €5 Billion to Expand Manufacturing in Europe  - Investment is expected to create permanent high-tech jobs and engage specialised tradespeople, while expanding leading-edge manufacturing capacity in Ireland.

 Rethinking Ethernet For The AI Scale-Up Era: Inside ESUN  - Evolving Ethernet into a lossless, low-latency, deterministic transport built for the way AI accelerators actually talk to each other. The post Rethinking Ethernet For The AI Scale-Up Era: Inside ESUN appeared first on Semiconductor Engineering .

 台積電6 營收再締新猷 Q2財測高標達陣  - 台積電公布6 合併營收為4,426.8億元, 增6.16%、 增67.87%;累計今 上半 合併營收達2.4兆元, 增35.61%。隨著6 營收出爐,第二季合併營收達約1.27兆元,符合公司先前法說會提出美元營收390億至402億美元財測區間,再度展現AI需求帶來的強勁成長力道。...

 CEO Interview with Dr. Albert Liu of Kneron  - Dr. Albert Liu is the Founder and CEO of Kneron , a full-stack edge AI company pioneering next-generation Neural Processing Unit (NPU) architectures and localized AI infrastructure.

 AI需求推升 半導體設備六強營收報喜!鴻勁Q2 增100% 獲利王有望  - AI晶片強勁需求推升半導體設備產業成長,不過,觀察AI設備六強中,以濕製程設備為主的弘塑(3131)、均華(6640)及辛耘(3583),第二季營收成長趨緩;反觀受惠AI晶片高功率散熱需求升溫,以溫控設備為主的鴻勁(7769)與竑騰(7751)維持強勁成長動能,尤其鴻勁單季營收再創新高,法人更預估第二季每股稅後純益(EPS)有望挑戰33元,全...

 Short Story, Long Thesis  - Market Rewind: July 6-July 10, 2026

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 DAC 2026: Join Accellera for a dynamic luncheon exploring how artificial intelligence is reshaping the standards landscape for design and verification.  - Accellera Systems Initiative invites the design and verification community to join us at the 2026 Design Automation Conference for a focused technical luncheon, “ Embracing AI for Advanced Design and Verification ,” on Tuesday, July 28, from 12:30–1:45 p.m. at the Long Beach Convention Center, Meeting...

 SK hynix H25GTD0 321-Layer (V9) 1 Tb TLC 3D NAND Process Flow Analysis  - TechInsights' latest process analysis examines SK hynix's first 321-layer V9 TLC 3D NAND, revealing its architecture and structural implementation.

 Nvidia’s future challenger? Chinese start-up reveals aggressive AI chip road map  - As US sanctions block access to advanced lithography, a Shanghai-based firm is betting on chip redesign and 3D memory stacking to break through bottlenecks

 FAMU Students Gain Hands-On Semiconductor Training at UF’s Nanoscale Research Facility  - 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)...

 Us-iran clashes rattle stocks as chipmakers slide; Hynix adr sinks  - With geopolitical uncertainty weighing on investor sentiment, profit-taking continued, centered on semiconductor shares.

 미래에셋자산운용의 ETF, 일본에서도 통했다

 Bae Su-young Unveils 'SIGNAL FOREST' Studio Project

 Samsung Union Opposes Gwangju Fab, Demands Tripartite Talks

 TSMC logs record June sales on AI chip demand, lifts first-half to 113t won

 Seven GPs Chosen for 1.6T Won National Growth Fund

 KDB and K-Growth pick 7 managers to drive Korea’s public growth funds

 Global Investors Trim Samsung, SK Hynix Stakes on Cycle Peak Signal

 President Lee Jae Myung Criticizes Political Obstruction

 South Korea shields future fund plan as critics warn law conflict

 Lee Jae-myung touts AI-driven growth, slams obstruction as Korea pivots

 Chey Tae-won weighs SK hynix stock split as Korea eyes liquidity boost

 TSMC Posts 68% Sales Surge Driven by AI

 Minister Kim Advances Semiconductor Complex Completion to 2040

 DDR4 Prices Surge as AI Shifts to High-Value Memory

 Resident vote puts Korea semiconductor cluster and Gwangju base move at stake

 President Lee Jae Myung Directs Additional Tax Revenue to AI Supremacy

 South Korea's 2026 Budget Tops 800 Trillion Won With Future Fund

 Lee redirects Korea’s extra tax revenue to seize global AI lead

 AI Infrastructure Demand Outpaces Supply Despite Cost Scrutiny

 JNTC, TOPPAN Commercialize TGV Glass for AI

 Samsung, SK Hynix Leveraged ETFs Hit New Lows

 JNTC partners with Japan’s Toppan to commercialize TGV glass for AI chips

 South Korea rebrands excess tax revenue, launches future response fund

 Democratic Party, Government Push Future Fund, Consider New Nuclear

 Hanul Materials Science Surged 17% After Subsidiary Completes Semiconductor Base

 LS Electric and Infineon partner to develop next-gen DC power for AI data centers

 Government, Democratic Party to Create Future Response Fund via Legislation

 Korea pushes future response fund to channel excess taxes into growth

 President Lee Jae Myung Outlines Future Response Fund Plan

 KOSPI Plunges 5%, Threatens 7,000 Mark

 KOSPI slides 5% as SK Hynix tumbles and Korea triggers sell sidecar

 LS Electric, Infineon Partner on DC Power Solutions for AI Data Centers, Future Grids

 Korea’s chip boom lifts orders but squeezes materials suppliers’ margins

 Chungbuk Semiconductor High School Admissions Briefing Packed with Samsung, SK Hynix Aspirants

 KOSPI Plunge Cools Individual Investors' Fervor

 Market volatility cools South Korea retail buying as wealthy shift strategy

 Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce  - TrendForce's recent memory pricing survey shows that more mature NAND process capacity is being shifted toward higher-value products like high-layer-count 3D NAND, leading to a significant shortage of MLC NAND supply. As a result, some industrial, automotive, and networking clients are considering switching...

 Jim Haden appointed Managing Director  - Global semiconductor developer BluGlass Limited (ASX: BLG, “BluGlass” or “Company”) advises that the Board has appointed Mr Jim Haden, currently an Executive Director, as Managing Director effective immediately.

 ITF World 2026: The Semiconductor Industry Enters a New Systems Era  - AI, heterogeneous integration, silicon photonics, chiplets, and quantum computing are converging to define the next generation of complex systems. The post ITF World 2026: The Semiconductor Industry Enters a New Systems Era appeared first on EE Times .

 Meet CXMT’s Zhu Yiming: the engineer building China’s answer to global memory-chip giants  - From a Silicon Valley garage to China’s largest DRAM maker and a US$4.4 billion IPO, Zhu reportedly refused pay until CXMT became profitable

 Meta, MediaTek, TSMC push AI chips to challenge Google  - Chip industry sources said Meta's cloud AI chip procurement could soon catch up with Google or Amazon AWS among the four major cloud service providers. Qualcomm and Broadcom are expected to remain key partners and beneficiaries, while Arm is also involved, and MediaTek is described as a clear partner...

 Europe, UK, and US financial sectors respond differently as advanced AI reshapes industry and regulation

 Nvidia's HVDC shift could reshape data center power chains worldwide

 India opens first CMP pad technology hub in Hyderabad

 Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

 China's Nvidia H200 pivot reveals why CUDA still rules AI

 Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027

 Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves

 Apple reportedly accelerates AI chip roadmap as next-gen Macs prioritize neural processing

 US chip factory buildout faces possible delays as labor shortage nears 157,000 by 2030

 Exclusive: China's notebook ODMs are closing in fast on Taiwan's manufacturing crown

 CPO mass production accelerates new four-stage test equipment market

 Applied Materials India eyes larger role in global chip equipment development

 Trans-Sun Materials posts record revenue on AI server and HPC demand

 Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

 Samsung targets 2029 Yongin fab opening as infrastructure timetable tightens

 Chiayi Science Park Phase 2 breaks ground for advanced packaging hub

 Trio revenue rises on AI server battery backup demand in June

 SK hynix hybrid bonding push signals next phase of HBM packaging race

 AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

 Acer posts 13-year second-quarter revenue high on PC and diversified growth

 India roundup: India's chip strategy tests its ability to build a competitive ecosystem

 SuperAlloy revenue climbs on recycled aluminum and semiconductor certification progress

 KYEC approves US$1.4 billion US plant to expand chip testing capacity

 MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds

 Tiny infrared chip could improve detection of gases and heat  - The tunable device controls mid-infrared light for more precise thermal imaging, chemical sensing, or pollution monitoring.

 Open DRAM Model For PIM Analysis In 3D DRAM (Georgia Tech)  - Researchers from Georgia Institute of Technology published a technical paper titled “Open DRAM Model—Part II: Enabling Processing-in-Memory in 3-D DRAM.” Abstract Excerpt: “In this work, we present an “Open DRAM Model” that enables comprehensive circuit-level analysis of DRAM operations across...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 AI Server Makers are Under Strain, CASCI Data Shows  - [CASCI] Signs of deceleration at the assembly end, even as chip and component revenue growth accelerates at the start of the supply chain

 Ultrasonic device claims to repel pests  - Whether it actually accomplishes the function claimed, the low price tag and enduring controversy motivated a look inside. The post Ultrasonic device claims to repel pests appeared first on EDN .

 Researchers find clue to solving the 'electrical bottleneck' in semiconductors  - When the pathways through which electricity flows inside a semiconductor become blocked, device performance declines and power loss increases. A Korean research team has developed a new structure that could resolve this "electrical ...

 [News] China Curbs Helium Exports Amid Global Supply Risks; Critical for EUV and Advanced Chipmaking  - China has introduced new export restrictions on helium. According to ESM China, China's Ministry of Commerce and the General Administration of Customs jointly announced on July 10 that helium would be placed under temporary export restrictions, effective immediately with no grace period. Mydrivers ......

 [News] TSMC Reportedly Advises IC Designers of Mature-Node Price Hikes Effective Jan. 2027; Single-Digit Increase Expected  - AI-driven demand is increasingly extending beyond leading-edge nodes, with pricing pressure now reaching mature processes. According to Economic Daily News, as TSMC continues to raise prices for advanced nodes such as 3nm amid fully booked capacity, the price hikes are now spreading to mature proces......

 All Laptop PC Wi-Fi Solutions Are Not the Same  - Why gigabit broadband does not always mean gigabit Wi-Fi - and what I learned testing Wi-Fi 7 in my own home

 From Rice Fields to AI Chips: How TSMC Is Turning Chiayi into Taiwan’s Next Advanced Packaging Hub  - Original Article By SemiVision Research [Reading time: 11 mins]

 July NPO/CPO Update: Stupidity Singularity  - So many dumb takes. MEESA FIGHT SILLY SILLY BULLSHIT.

 New Smart Material Can Control Heat Like a Computer Chip  - Scientists have created a programmable material that gives engineers unprecedented control over heat, with potential applications ranging from energy systems to next-generation photonic memory. Heat normally follows strict rules. A material that efficiently absorbs heat from a particular direction and...