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 🌑 🇹🇼🇨🇳 AsiaPac 
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18m: Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona

67m: World Ceramic Diffuser Plates - Market Analysis, Forecast, Size, Trends and Insights

92m: Oscilloscope Probes Market Growth Trajectory to 2035: Bandwidth Demands and Signal Integrity Drive Expansion - News and Statistics

2h: Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

3h: Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About

3h: 5 Best Semiconductor Stocks to Buy According to Billionaires

3h: 10 Best Semiconductor Stocks to Buy According to Billionaires

3¼h: Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

3½h: iShares Semiconductor tokenized ETF (xStock)

4h: President Lee Jae Myung Defends Honam Semiconductor Cluster in Social Media

4¼h: Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?

4½h: iShares Semiconductor tokenized ETF (xStock) to Euro Price Today | Live SOXXx to EUR Converter & Exchange Rate

5h: Reed Semiconductor Raises $100 Million To Scale AI Infrastructure Power Solutions

5½h: Samsung Semiconductor Minute: 7nm EUV Lithography Oil Price Supply Shortages (8AK1x08lta)

6¼h: BSIA Silicon River USA Roadshow 2026: Bangladesh’s Bold Step Toward Becoming a Nation of Innovation

6¼h: The Best Semiconductor ETF to Buy With $1,000 Right Now

6½h: ON Semiconductor (ON) was downgraded to a Hold Rating at Bloomberg Ind.

6½h: Dow hits record as chip slump drags Nasdaq lower

7h: Semiconductor Packaging Innovation and Emerging OSAT Opportunities

7h: Si2 Announces Public Release of AI for EDA Ontology to Accelerate Industry Collaboration and Agentic EDA Innovation

7¼h: The $7 Billion Reason ON Semiconductor Stock Is Down Today

7½h: Intel vs. TSMC: Which is the Better Semiconductor Stock to Buy Right Now?

 \uD83C\uDF6A TWiC: Jalapeno, Modular, and Gatekeeping of Frontier Models  - Its all about inference these days, by a long shot.

 Lowering Multimodal Inference Cost with Heterogeneous E/PD Disaggregation  - This technical brief evaluates whether separating the vision encode stage from the prefill/decode path can improve latency and normalized cost efficiency using NVIDIA Dynamo.

 Clock Glitching as an Attack Vector—And How PolarFire® FPGAs Stop It  - Security logic assumes clocks behave predictably—but attackers exploit that assumption. Learn how clock glitching enables fault‑injection attacks and how our PolarFire® FPGA and SoC FPGA devices detect abnormal clock behavior in hardware, generating tamper events that help contain attacks before...

 Ubotica raises $11m for space AI and Live Maritime Intelligence  - Ubotica Technologies, the space AI specialist, has announced an $11 million funding round to boost deployment of its maritime security service, Live Maritime Intelligence. This uses by real-time decision-making satellites in Low Earth orbit. Live Maritime Intelligence “Ubotica has spent years pioneering...

 Blue House touts massive chip push as Korea accelerates Honam cluster It means new facilities must be pursued now, given that building a  - It means new facilities must be pursued now, given that building a semiconductor plant takes 7–8 years.

 OpenAI IPO delay fears sink tech stocks as New York market opens lower With volatility rising in AI-related stocks, concerns spread across

 Predatory Government Forcing Lifelong Rent Dependency A Cheong Wa Dae policy chief stated that the

 Samsung Electronics Targets HBM, SSD Energy Efficiency Gains Samsung Electronics plans to strengthen its competitiveness in the AI infrastructure

 Samsung boosts HBM, SSD efficiency and cuts turnover in South Korea Samsung Electronics plans to strengthen its responsiveness in the

 Onsemiconductor Acquires Synaptics for $7 Billion, Targeting Physical AI The combined entity could intensify competition in edge AI

 SK Group, Doosan Negotiate SK Siltron Sale Price Adjustment SK Siltron is a company that produces silicon wafers, a core

 SK, Doosan bridge valuation gap to advance SK Siltron sale in South Korea SK Siltron is a company that produces silicon wafers, a key

 Onsemi buys Synaptics to push physical AI, reshaping Korea supply race With the combination of the two companies, competition to supply vehicle and home appliance Edge AI

 Semifive Lands 11 Billion Won AI Chip Contract in Japan Semifive announced on June 26 that it has obtained a purchase order (PO) for mass production and supply of high-performance computing (HPC)-based AI semiconductors from a Japanese AI

 SK hynix boosts private jet stakes to support U.S. AI chip expansion In particular, as competition for leadership in the AI

 Lee pushes extra budget to secure GPUs and boost Korea’s AI defense firms Cheong Wa Dae expects higher-than-anticipated tax revenue this year thanks to a

 President Lee Jae Myung Signals Supplementary Budget for GPUs As excess tax revenue is expected this year due to the

 Prime Minister Kim Min-seok Denies Pressure in Honam

 Kim Min-seok rejects coercion claims, says firms choose Honam on market logic As reports emerged that Samsung Electronics and SK hynix are considering building a

 Global Tech Stocks Plunge in AI-Driven Sync The weakness in U.S. tech stocks spread across Asian

 KOSPI Plunges 8,800 to 8,100, Circuit Breakers Activated Amid the sharp decline in large-cap

 AI tech rout links markets as Korea and Asia track US slide In Tokyo, SoftBank Group plunged more than 12% intraday, and

 President Lee Jae Myung Signals Supplementary Budget for GPU Shortage Cheong Wa Dae, anticipating higher-than-expected tax revenues this year due to the

 Corporate Dollar Deposits Hit Record $83 Billion The increase is attributed to higher dollar earnings from robust

 U.S. congressional aides visit Korea Zinc, push Korea-U.S. supply chain pact Project Crucible is a plan to invest about 11 trillion won to build a smelter in Tennessee that will produce 12 types of nonferrous metals, including 11 critical minerals, as well as

 Cheong Wa Dae Unveils Massive

 Breaking: KOSPI Plunges 5%, Triggers Sell-Side Circuit Breaker On the 25th, the KOSPI had surged 5.42% to close, buoyed by strong earnings from U.S.

 KOSPI Plummets Over 7%, Triggers 14th Circuit Breaker This Year Most large-cap stocks in the KOSDAQ fell around 6–7%, but

 Foreign, institutional selling drives KOSPI plunge, triggers sidecar in Korea While most top market-cap stocks are falling around 6% to 7%,

 ON

 Hanmi

 KB Securities sees LG Innotek surge as AI substrates fuel South Korea growth Kim said, “The AI substrate business has the characteristic of moving in step with the memory

 Micron Surges, Nasdaq Drops: New York Market Mixed Close The market has grown concerned that while expanded AI investments benefit

 Micron surges but big tech slides as Wall Street ends mixed Early in the session, Wall Street rose on expectations of expanding demand for AI

 Lee Hyun-yi Reveals Swift Marriage to Samsung Husband on 'Groom School 2' Electronics for 18 years as an engineer, made headlines last March when he was promoted to the position of manager and enrolled in the master’s program at Sungkyunkwan University Graduate School’s

 Construction Contracts Surge 23% Driven by

 U.S.-Japan-Taiwan Coalition Unveils ZAM to Challenge HBM A

 US-Japan-Taiwan unite on ZAM to challenge South Korea’s HBM lead PSMC is a Taiwanese foundry (contract

 Chip plants and data centers lift South Korea Q1 construction 23% In the first quarter of this year, the value of domestic construction contracts rose more than 20% from a year earlier, driven by new

 Apple Stock Plummets 6.2% After Price Hikes However, some

 LG Innotek eyes 16-fold AI substrate sales growth by 2030 Kim added, “The AI substrate business tends to move in line with the memory

 Synaptics Acquisition by Onsemi Affirms Edge AI Is for Real  - Here is why a power and sensing specialist has snapped AI-native compute assets to foray into the physical AI world. The post Synaptics Acquisition by Onsemi Affirms Edge AI Is for Real appeared first on EE Times .

 Prepare for More Memory Pricing Pain  - No Line of Sight to Memory Market Equilibrium\ Micron's results ended the illusion that memory pricing was near its maximum. Micron declared it had no line of sight to a memory market equilibrium.

 Apple price hikes may hit iPhone next as memory, storage costs soar: analysts  - Some Chinese consumers are anticipating potential price hikes for the upcoming iPhone series, and are reconsidering their upgrade plans

 訊芯-KY攜手台積電衝COUPE 蔣尚義延攬台積老將入董事會  - 鴻海集團旗下封測廠訊芯-KY(6451)26 召開股東會,董事長蔣尚義證實,公司正與台積電(2330)在COUPE矽光子相關技術展開合作,訊芯-KY主要承接晶圓產出後的後段光學引擎(OE)整合與驗證,包括光纖陣列(FAU)、光柵耦合(Grating...

 AuthenX targets AI data center interconnects with plug-and-play FAU for CPO  - AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO)...

 Global intelligent eyewear market surges as AR and smart glasses gain ground

 Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

 Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

 Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

 Qualcomm HBC takes aim at HBM costs in AI data centers

 Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

 SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants

 Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming

 Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

 Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

 How big tech is nudging cloud emissions on customers

 Apple reportedly revamps Mac chip roadmap to accelerate AI push

 Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base

 Academia Sinica readies Taiwan-made quantum chip for engineering push

 OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use

 Analysis: Why Apple can't wait out this memory shortage

 SK Hynix races to open Yongin triple-deck fab in 2027

 Teradyne expands India focus with new country manager

 Corning weighs South Korea site as chip packaging race turns to glass

 Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

 OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty

 Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt

 The Selloff (And Why I'm Not Selling ANYTHING)  - June 23, 2026 | Post-Market Commentary

 [News] Lenovo Reportedly Sees Higher Memory Prices Becoming the New Normal Into 2030  - As Micron noted in its earnings call that tight market conditions are likely to persist beyond 2027, Lenovo is taking a more cautious stance. Wccftech, citing company management, reports that Lenovo sees higher memory pricing as potentially settling into a “new normal” well into 2030 and beyond.......

 [News] YOFC Achieved World’s First 1.2Tb/s Per-Wavelength Transmission Over Hollow-Core Fiber  - On June 16, Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC) announced the successful completion of the world’s first field-trial hollow-core fiber (HCF) wavelength-division multiplexing (WDM) transmission system capable of delivering 1.2Tb/s per wavelength over an ultra-long unr......

 US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?  - Why the Grid Can't Keep Up, and Why that Drives Behind-The-Meter 50%+ of DCs/Year By 2028…

 IBM unveils 0.7-nanometer chip tech promising 50% higher performance and up to 70% better energy efficiency  - IBM unveiled new semiconductor technology Thursday that the company says could deliver computer chips with 50% better performance while dramatically lowering power consumption.

 CSS On The ESP32  - There are lots of graphics libraries available for the ESP32, and lots of ways to program one to boot. Even still, most of us wouldn’t immediately think to CSS when …read more

 LTE expansion board for IIoT edge server  - Sfera Labs is shipping its LTE expansion board – the M.2 LTE Module X2-Series Expansion Board (X2BW10XM2Z) – for deploying industrial edge servers in remote locations, on mobile assets, or in infrastructure with no fixed network. The module brings dual-SIM cellular connectivity and GNSS positioning...

 IBM stacks up a sub-nanometer chip future  - Big Blue shows off process node it claims can scale down to 1 Angstrom

 What AI Inference Actually Demands From a NAND SSD  - KV cache storage is a distinct workload that requires SSDs designed for it. Number of cell levels, block sizes, and data placements all matter, and some SSD flash makers are actually getting it right.

 🌑 EMEA 
+

 President Lee Jae Myung Quips, 'A Pig Sees a Pig' Amid Criticism , an essential element in  - , an essential element in semiconductor production, without prior review.”

 Minister Kim assures ample water for Gwangju–South Jeolla chip hub in South Korea Minister Kim Seong-hwan of the Ministry of Climate, Energy and Environment on the 27th addressed concerns about water supply for the

 President Lee Jae Myung Defends Honam

 Jeonbuk Governor-Elect Seeks NVIDIA Investment Talks in Saemangeum Lee Won-taek, the governor-elect of Jeonbuk Special Self-Governing Province, has proposed a meeting with Jensen Huang, CEO of global

 Democratic Party, People Power Party Clash Over Honam

 Parties clash over Honam chip plan as opposition accuses Blue House of pressure The People Power Party attacked that Honam lacks the optimal infrastructure needed to create a

 President Lee Jae Myung's Post Divides Political Circles Some speculate the remarks were a response to opposition parties’ backlash against the government’s review of establishing a

 President Lee Jae Myung Rebuts Honam Water Shortage Claims, Citing 1 Million Ton Feasibility As concerns arose over potential water shortages related to Samsung Electronics and SK Hynix’s

 Lee Jae-myung defends Honam chip plans, vows 1 million-ton daily water supply As questions were raised about a potential water shortage tied to Samsung Electronics and SK hynix’s

 Lee rebukes critics over Honam chip cluster as Korea’s party race heats up lacking water, which is an essential element in

 Chungbuk

 KOSPI Plunge Shakes Global Markets as

 US Stocks Fall on AI

 AI, chip slump and profit-taking push New York stocks lower The Philadelphia

 世界先進報喜!新加坡廠首批40奈米晶片良率逾99% 豪發逾1億獎金  - 世界先進今天舉辦家庭 活動,董事長方略表示,今 8吋晶圓代工供不應求,後續需求依然維持穩健,新加坡廠今 6 初產出第1批40奈米晶片,良率超過99%,管理階層決定發放超過新台幣1億元獎金給基層員工。 世界先進在六福村主題樂園舉辦家庭...

 Why the AI Memory Shortage Could Keep DRAM and NAND Prices High for Years  - AI-driven demand is creating the biggest memory shortage in history. Discover why DRAM and NAND prices are expected to remain elevated through the rest of the decade.

 Dog-bone design helps 2D nanoribbon transistors stay fast and efficient as widths shrink  - Transistors, small semiconductor-based switches that control the flow of electricity, are central components of all electronic devices, from computers to smartphones, wearables, sensors and smart appliances. Over the past ...

 TDK HAL 13xy dual-output 3D Hall-effect switches for automotive  - TDK is launching a HAL 13xy dual-output 3D Hall-effect switch family, aimed at automotive applications requiring precise motor speed and direction sensing. Example uses cited by the company include seat-track motors, sunroof motors, steering turn-count sensing and window lifters with anti-pinch functionality....

 Code Metal Acquires Signal Processing Technologies  - Code Metal has acquired Signal Processing Technologies (SPT), expanding its provable AI platform into advanced communications, software-defined…

 Shadow-Free Augmented Reality Makes Illusions More Realistic  - Users had trouble distinguishing real versus projected text

 Chip Industry Week In Review  - Onsemi to buy Synaptics; IBM's 7Å chip w/40% more SRAM area; 1nm MoS2 nanotubes; AI pressure points; memory updates; $250M CHIPS Act award; trade secret theft; new advanced packaging site; MEMS capacity; humanoids; earnings. The post Chip Industry Week In Review appeared first on Semiconductor Engineering...

 Closing the AI trust gap: What leaders are seeing about trust in AI  - Trust in AI is key to unlocking better business outcomes. See how trust in AI drives performance and how to build it across data, governance, and skills.

 TOP500 at ISC’26: We have a New Number 1 ...  - Hello you fine Internet folks, ...

 Jim Keller: ‘AI Still Obeys the Old Laws of Compute’  - Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure The post Jim Keller: ‘AI Still Obeys the Old Laws of Compute’ appeared first on EE Times .

 EU pitches Brazil a ‘more beneficial’ rare earths deal than US or China  - EU’s Jozef Sikela promises refining investment and technology transfer, in a race for Brazilian minerals that the US and China already lead

 Intel® Xeon® 6 Processors and Intel® AMX Deliver More Concurrent Users with NVIDIA HGX B200 Systems  - This blog introduces a heterogeneous architecture that co-runs vLLMs on both CPUs and GPUs to improve overall system efficiency.

 COMPUTEX 2026: S2C and Andes Technology Showcase Hardcore “EDA+IP” Synergy for the AI Era  - COMPUTEX 2026 officially concluded under the theme “AI Together,” bringing the global semiconductor and computing ecosystem together to showcase the latest advances in artificial intelligence, HPC, and intelligent systems. While AI accelerators and advanced computing platforms dominated the exhibition...

 Japanese researcher proposes simpler high-NA EUV optics design  - A researcher at the Okinawa Institute of Science and Technology (OIST) has proposed a new optical architecture for high-NA EUV lithography.

 IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years  - IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years. The post IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years appeared first on EE Times .

 NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce  - TrendForce's latest research on power architectures for AI servers highlights that NVIDIA has been developing its proprietary 800V HVDC Power Rack. The platform is expected to be ready for customer shipments in 3Q26 and will be offered as an optional configuration—rather than a standard feature—for...

 AI-fueled demand boosts US chip producer Micron to record results  - American memory chip manufacturer Micron Technology on Wednesday reported record quarterly results, driven by demand from data centers dedicated to artificial intelligence (AI).

 🌑 Americas 
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 Micron's Blowout and the Case for a Memory Supercycle  - Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix and Samsung too.

 MediaTek frames orbit compute and NTN as next strategic R&D priorities  - MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.

 Students from across the Northeast step inside MIT.nano’s cleanroom  - A hands-on boot camp teaches integrated photonics to community and four-year college students in the region.

 Intel 18A vs Intel 18A-P: What Is the Difference and Why Does It Matter?  - Intel’s 18A process technology has become one of the most scrutinized semiconductor manufacturing nodes in the industry. It represents Intel’s introduction of two major innovations: RibbonFET gate-all-around (GAA) transistors and PowerVia backside power delivery (BSPD). These technologies are intended...

 Stress analysis  - Sometimes, getting true stress levels can be tricky because things happen that are sneaky. The post Stress analysis appeared first on EDN .

 Engineer accused of insider trading tied to Microsoft's reboot of Three Mile Island nuclear plant  - SEC claims former Constellation employee made $1.4M trading options before the restart deal was announced

 The PQC Silicon Is Here Today for Tomorrow’s Quantum Threats  - Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms. The post The PQC Silicon Is Here Today for Tomorrow’s Quantum Threats appeared first on EE Times .

 DigiKey releases sequel in Sustainable Futures video series  - DigiKey is launching Series 2 of its video sequence on Sustainable Futures. It examines how advanced electronics are enabling cleaner energy, smarter systems and more sustainable design. For example, topics covered range from high-performance signal processing and energy management to rugged interconnects...

 Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26  - Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners race to keep up with orders. The upbeat view points to solid momentum in the second half of the year, even as Nvidia's...

 黃仁勳幫AI資料中心重定位 輝達股東會釋新訊 法人點名這票台鏈受惠  - 輝達(NVIDIA)股東會釋出AI基建長線擴張訊號,執行長黃仁勳將AI資料中心重新定位為「AI工廠」(AI Factory),並點名台積電、鴻海、緯創等供應鏈夥伴,凸顯台廠在先進製程、AI伺服器製造及全球供應鏈布局的關鍵地位。  法人認為,隨Blackwell持續放量、Vera...

 WEBINAR: Why Google Cloud NetApp Volumes Matter for Modern EDA Workloads  - In this webinar, Google Cloud and NetApp explore how semiconductor companies can address the growing infrastructure demands of modern Electronic Design Automation (EDA) workflows. As process technologies continue to advance and chip designs become increasingly complex, engineering teams require scalable,...

 Product Roundup: June 2026  - Microchip's Product Roundup features a selection of our latest products, reference designs and software solutions. Explore how these innovative technologies can elevate your next design project.

 Space Isn’t What It Used to Be: The Final Frontier Has Gone Commercial  - I was just chatting with Tim Morin, who is Senior Director of Marketing and Applications at Microchip Technology . Unlike many of my conversations with technology companies, Tim didn’t have a particular axe to grind. Instead, he took the time to bring me up to date with Microchip’s space strategy....

 Future Transistor Stacking Plans Start to Diverge  - IBM chooses a different path from Intel, Samsung, and TSMC

 Statement from NY Creates President & CEO Dave Anderson on World’s First sub-1nm Chip Technology Achieved at Creates’ Albany NanoTech Complex  - Image Courtesy of IBM “IBM’s announcement of the world’s first sub-1 nanometer semiconductor technology marks a truly historic milestone for the global innovation ecosystem. We are proud that this groundbreaking work was advanced at NY Creates’ Albany NanoTech Complex, where our uniquely collaborative...

 Scientists Create AI Skin Patch That Acts Like an Instant Personal Doctor  - Researchers developed a flexible AI computing patch that analyzes health data directly on the body, enabling near-instant medical insights and highly accurate heart monitoring. Researchers at the University of Chicago Pritzker School of Molecular Engineering (UChicago PME) have created a skin-like computing...

 Google’s Pixel 10: Upgrading smartphones again  - Just because generational device improvements aren’t in-your-face obvious doesn’t mean they aren’t sooner-or-later still tangibly impactful. The post Google’s Pixel 10: Upgrading smartphones again appeared first on EDN .


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