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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

2¾h: Spain's Openchip lands €115 million SETT investment to strengthen Europe’s semiconductor capabilities

3h: Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?

3h: UBS reiterates Neutral rating on ON Semiconductor stock after acquisition

3½h: $250m CHIPS award for I-Pulse

3½h: CoolGaN at the core of BRC Solar's Power Optimizer

3½h: How the chip trade has come to resemble silver — a warning from Morgan Stanley’s Wilson

4h: Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know

4¾h: Morgan Stanley warns of potential climax in silver, semiconductor markets

5½h: New leader board: Citi refreshes AI compute semiconductor picks

5½h: Key facts on South Korea's three chip and AI 'mega projects'

5½h: Physical AI and Robotics Take Center Stage at Computex Taipei 2026 for Semiconductor Vendors

5¾h: Semiconductors: 10 companies that raised the most in 2025

6h: Semiconductor Grade Nitric Acid Market, Size 2026 | CAGR 3.7%

6¾h: SageGuard Financial Group LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

7½h: China chip toolmakers move to consolidate in self-reliance drive

7½h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Pictet Asset Management Holding SA

8h: Shenzhen's \

8¼h: South Korea Semiconductor

8½h: VanEck Semiconductor ETF Is Flashing an Ominous Warning Sign

8½h: Secondary Battery Stocks Surge Amid Semiconductor Slump

8¾h: (3rd LD) S. Korea to build semiconductor cluster in southwest with 800 tln won in corporate investment

8¾h: Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

9h: Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now?

9h: Beyond Semiconductors: Why India-Taiwan Cooperation Needs a Digital Green Partnership Agenda

9h: Wooptix Installs First Phemet® Metrology System at CEA-Leti

9h: Government to Double Memory Production, Build Four Fabs in Southwestern Region

 The Lab Mistake That Might Revolutionize Computing  - The result is a simple and efficient neuromorphic device that mimics a brain cell

 EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia  - This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech blogger and journalist Om Malik, who recently passed away. They then dive into Cerebras’s first earnings report as a public...

 10 countries join Pax Silica but access to AI still an issue  - Access controls over US technology dominated talks around last week’s Pax Silica semiconductor and AI supply chain summit in Washington DC. It began with the addition of 10 countries to the US-led initiative. They extend its influence in manufacturing and raw materials and bring membership to 24 countries....

 Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead  - In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their ...

 [News] Korea’s High-Purity CO₂ Inventory Reportedly Falls Below One Month; Samsung, SK hynix Under Pressure  - Recent geopolitical tensions have created another potential bottleneck for Korea's semiconductor supply chain. The supply of high-purity carbon dioxide (CO₂) used in advanced semiconductor manufacturing has reportedly tightened. According to The Elec, industry sources say total inventory across t......

 CEO Interview with Tom (TJ) Jackson of Softchip  - Tom Jackson is a serial entrepreneur who founded multiple successful technology ventures with expertise in turning around struggling companies. Experienced in developing strategic partnerships across the technology sector. Skilled at translating complex technical innovations into compelling, value propositions...

 台積2奈米 成AI手機決勝點  - AI手機滲透率加速衝高,先進製程產能成為新一輪旗艦手機競賽核心。研調預估,具生成式AI(GenAI)功能的智慧型手機,2027 全球出貨量將突破五成;隨裝置端AI運算需求升溫,高通、聯發科同步卡位台積電2奈米平台,蘋果下一代A系列處理器亦被視為2奈米產能主要需求來源,台積電先進製程產能分配,將牽動2026至2027...

 Apple Eyes Chinese CXMT Amid Memory Shortages Analysts suggest the Trump administration, pushing  - Analysts suggest the Trump administration, pushing semiconductor localization, may deny approval. Congressional backlash is also intense. John Moolenaar, chairman of the U.S.

 Samsung Construction: AI Modular Homes Challenge Housing Crisis It remains to be seen whether Samsung Electronics, which propelled South Korea to global

 Deputy Prime Minister Koo Vows Full Support for Local

 Koo backs regional investment to secure South Korea’s

 BIS Warns AI Investment Surge Dwarfs Past Bubbles For example,

 President Lee Jae Myung to Unveil Mega-Projects With Samsung, SK Investments President Lee emphasized the necessity of the Honam

 Lee unveils mega investments as Samsung, SK plan Honam chip cluster On the 28th, the president wrote on X that “building a

 Prime Minister Kim Labels Honam

 Kim slams conservative backlash to Honam chip cluster as regional bias Prime Minister Kim Min-seok on the 28th pushed back against conservative criticism of Samsung Electronics and SK hynix investing in a Honam

 President Lee Jae Myung Unveils Three Mega Projects With Samsung, SK Notably, the Honam

 President Lee Jae Myung: Honam

 Southwestern Region: Competitive

 People Power Party Labels President Lee's 'Pig' Remark a Self-Portrait She continued, “It is common sense that the political sphere and markets unanimously express concerns over the government’s sudden announcement of

 Minister Kim backs southwest Korea as competitive

 Kim Yong-beom Proposes

 Kim Yong-beom backs non-Seoul chip cluster as South Korea’s growth strategy The government is expected to announce plans related to creating a

 Oh Se-hoon warns Korea over coercive push for Honam chip investments Seoul Mayor Oh Se-hoon voiced concern over President Lee Jae-myung’s push for

 President Lee Jae Myung Bolsters Ally in Factional Struggle While some viewed this as a response to media and opposition criticism over the Honam

 People Power slams Lee Jae-myung over ‘pig’ remark amid Honam chip row She continued, “It is common sense that politics and the market would express unanimous concern over the government’s sudden announcement of

 Apple Weighs Chinese Military-Linked Chips Amid Shortage Amid ongoing global memory

 Korean Retail Investors Shift Funds From SpaceX to Semiconductors As SpaceX’s stock price fell sharply, investors began selling it off and once again turned to

 SK AI Alliance: U.S. Collaboration and Korean Strength Key He added, “While NVIDIA and AMD chips exist, domestic chips are also necessary, which is why we support AI

 ETF Market Surpasses KOSDAQ in Market Capitalization for First Time Recently, as market funds have concentrated on large-cap

 Kioxia Employees Gain Billions Through Stock Options Nikkei reported on the 28th that hundreds of millionaires have emerged at Kioxia, a Japanese

 Etf surge outpaces Kosdaq as Korea’s money shifts to stock funds As cash in circulation has recently concentrated in large

 President Lee Jae Myung Urges People Power Party to Halt Honam

 President Lee urges People Power to stop distorting Honam chip zone plan The president posted a total of six social media messages just the day before to explain the need for

 Construction Industry's 24-Month Decline Longest Since 1997 While investments in

 South Korea construction output falls 24th month, signaling protracted slump Investments related to artificial intelligence (AI), such as

 Thailand, Argentina Emerge as Next-Gen Production Bases Germany’s Infineon is building a new back-end (

 Honam

 Korea stocks eye

 Thailand and Argentina rise as supply chains pivot from Vietnam and Mexico Infineon Technologies AG is building a new back-end (

 Korea risks oversupply as government pushes Honam chip cluster investment In fact, past

 As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC  - Basic Semiconductor is the latest firm in the space to move forward with an IPO

 AI Boom Bubble Collapse Risk from Rate Hikes In contrast, leading U.S. tech firms and South Korean and Taiwanese  - In contrast, leading U.S. tech firms and South Korean and Taiwanese semiconductor companies are actually earning enormous profits.

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 Europe’s Path to Defense Resilience Lies in Technological Independence  - If Europe wants true defense resilience, it must reduce its dependence on big foreign tech ecosystems. The post Europe’s Path to Defense Resilience Lies in Technological Independence appeared first on EE Times .

 Apple Cancels High-End M6 Chips Amid Industry Turmoil  - Apple reportedly to skip high-end versions of in-house M6 processor, push ahead with M7 to accelerate AI, graphics capabilities

 8051: The Core That’s Still Probably in Your House or Car  - When a small team at Intel began work on its second-generation 8-bit microcontroller in the summer of 1978, they took lessons from their first effort, the 8048, hoping to create something more flexible and enduring. Approaching five decades later, their creation, the 8051, is still going strong, although...

 Starting with Production in Mind: A Blueprint for Affordable Enterprise-Grade RAG on VMware Tanzu  - Enterprise AI on CPUs: Intel & T‑Systems prove RAG runs cost‑effectively without GPUs.

 Zuck saves Meta bucks by reusing memory from old servers with a custom CXL ASIC  - In production on millions of boxes and the payoff is a 25% reduction in machines needed for some inference workloads

 China’s Piotech looks to acquire Wuxi Shangji amid US chip curbs  - China’s plans to boost semiconductor self-sufficiency and forge national champions have grown more urgent amid US export restrictions

 Musk’s Mesh Optical Deal: The Next AI Infrastructure War Will Be Fought With Light  - Original Article By SemiVision Research [Reading time: 18 mins]

 [News] Asian Memory Makers Turn to U.S. Capital Markets: SK hynix and Kioxia Advance ADR Plans  - As AI-driven memory demand continues to outpace supply, leading Asian memory makers are accelerating capital market strategies to support large-scale expansion. Notably, SK hynix and Kioxia have both advanced plans to issue U.S. depositary receipts (ADRs), underscoring a broader push to tap U.S. inv......

 Infineon CoolGaN selected for BRC Solar power optimizer  - Infineon Technologies has been selected by BRC Solar to supply CoolGaN transistors for its…

 Faster AI, lower costs: DSpark eases inference bottlenecks and chip strain, says DeepSeek  - Start-up unveils speculative decoding framework that speeds up inference by up to 85 per cent amid China’s push to overcome US AI curbs

 From 800V HVDC and Chroma’s Testing Platforms to Delta’s High-Voltage Infrastructure  - Original Article By SemiVision Research [Reading time: 15 mins]

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

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 MLCCs? Get ‘em now  - Anglia Components is warning of a surge in demand for MLCCs. The company is advising customers that they need to get order coverage in place ASAP to prevent supply issues later in the year as the situation is expected to tighten severely. “We are now turning away demand from brokers, in order to conserve...

 Rocket Lab Iridium deal creates space services group  - Rocket Lab has agreed to acquire Iridium Communications in a cash-and-stock transaction that values Iridium at about $8.0 billion, moving…

 ByteDance targets early next year for new CPU to power own AI infrastructure: sources  - To accelerate development and help secure foundry capacity, ByteDance is collaborating with US chipmaker Qualcomm

 Editorial: Politics-Driven 1,450 Trillion Won Project's Water, Power, Talent Uncertainties  - Everyone agrees that South Korea cannot fall behind in the global semiconductor and AI race.

 Investors pour into Korea bond-mix ETF to ride chip rally and curb volatility  - It is designed to seek the upside from improving semiconductor conditions while allowing bonds to act as a buffer if the market corrects.

 Yes to Semiconductors, No to Nuclear: Honam's Contradictory Energy Stance

 The Scream of 'RAM-mageddon'

 Samsung, SK Hynix, Micron Face U.S. DRAM Price-Fixing Lawsuit

 U.S. consumers sue Samsung, SK hynix, Micron for alleged DRAM price-fixing

 SK Group Creates 32.2 Trillion Social Value, Uses AI Against Greenwashing

 Blue House Unveils Regional Investment Plans for Three Mega Projects

 Tencent secures long-term CXMT server DRAM as China boosts domestic memory

 Blue House maps trillion-won mega projects to drive Korea’s regional growth

 Samsung, SK unveil 800t won southwest chip hub as Daegu-Gyeongbuk protest

 Foreign Investors Net Sell Record 7.7T Won in Semiconductor Stocks

 Jeonnam Gwangju Chief Backs 800 Trillion Won Semiconductor Plan

 Foreigners dump Korea chip giants as market rotates to nonsemis

 Secondary Battery Stocks Surge as Investors Shift From Semiconductors

 Chungcheongbuk-do Welcomes SK Hynix's 100 Trillion Won Investment

 SK Hynix Invests 1,100 Trillion Won in AI Memory Expansion

 SK hynix accelerates Korea AI memory expansion with 1.1 quadrillion won plan

 National Pension Service's Market Support Drives Exchange Rate, Interest Surge

 National Pension drives 14.18% return as Korea stocks surge 59.7%

 Breaking: Samsung Plans Gwangju as Next Semiconductor Complex

 Lee Jae-yong maps Korea chip hub in Gwangju, concentrates HBM5 in Chungcheong

 South Korea pledges 1,000 trillion won to build 18.4 GW AI data centers by 2035

 Minister Kim Unveils 800 Trillion Won Honam Semiconductor Base

 Korea unveils 800t won Honam fabs, 81t won Chungcheong packaging push

 SK ecoplant secures 205 billion won Yongin Suji Samsung 2nd rebuild in Korea

 Ministry of Intellectual Property Expands Tech Police for Semiconductor , AI Leaks

 South Korea boosts tech police to curb semiconductor and AI leaks

 Breaking: Lee Unveils Three Mega Projects, Stresses Speed

 People Power Party Slams Honam Semiconductor Plan as Government-Forced Decision

 People Power slams Honam chip cluster, demands probe into state meddling

 Investors Turn to KODEX ETF Combining Semiconductor Stocks and Bonds

 KB Securities' Issuance Notes Gain Attention in Volatile Semiconductor Market

 Synopsys Presents 'Silicon-to-Systems' Vision for AI-Driven Product Development

 Synopsys unveils silicon-to-systems strategy after Ansys acquisition

 Tokyo Electron Wins AI Semiconductor Solution of the Year

 Tokyo Electron wins AI award, accelerates 3D integration for AI hardware

 Applied Materials Unveils 3D AI Chip Equipment for HBM

 Dissecting an active Ethernet splitter  - Need one more network port than available? A splitter can do the trick; spend a few extra bucks to make sure you’ve made the right pick. The post Dissecting an active Ethernet splitter appeared first on EDN .

 Snap's Specs Polarize Opinions at AWE USA 2026  - The opening keynote of AWE USA 2026 was given by Evan Spiegel, CEO of Snap. He unveiled the latest version of Snap's augmented reality (AR) glasses, called Specs, to much excitement. Snap has been working to advance spatial computing in a glasses form factor for over a decade. IDTechEx was among the first...

 Toward a Universal Flu Vaccine Based on Lipidots®  - ​​​​​In partnership with Sanofi and Institut pour l'Avancée des Biosciences (IAB), researchers from CEA-Leti have succeeded in enhancing the immune response to an antigen that could be used in a universal flu vaccine. Their approach is based on Lipidots®, lipid nanoparticles developed by CEA-Leti.​...

 EAS tags: The invisible backbone of retail security  - Electronic article surveillance (EAS) tags quietly safeguard billions of dollars’ worth of merchandise every year. The post EAS tags: The invisible backbone of retail security appeared first on EDN .

 Rethinking Chip Verification  - Specification engineering is gaining traction as a potential solution to the verification bottleneck. The post Rethinking Chip Verification appeared first on Semiconductor Engineering .

 Samsung could become HBM market share leader in 2027  - Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market...

 Samsung, SK Hynix to build KRW800 trillion chip hub in Southwest Korea

 China's first diamond semiconductor supply chain project lands in Zhengzhou

 Musk backs Cook as AI memory crunch drives Apple price hikes

 AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint

 Taiwan optics makers eye humanoid robot vision market as deployments accelerate

 Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS

 China adds 40 Japanese entities to export control and watch lists

 Wistron expands US production to meet AI server demand

 SK Hynix sets up new strategy unit as HBM race intensifies

 Orbbec builds Vietnam factory to broaden global reach

 Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

 Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

 Memory shortage drives long-term uptrend as Apple hikes prices

 Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

 US AI restrictions face scrutiny as Chinese models gain ground

 Physical AI's next hurdle is not walking, but grasping

 Johor's power grid faces mounting strain as data centre pipeline expands

 Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

 Foxlink appoints Freddy Kuo president, targets AI factory transformation

 Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains

 Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

 Potens expands into AI cooling and power markets, server revenue share hits double digits

 Jih Lin rides AI power demand to clip packaging

 Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

 AI drives TV platforms as Samsung and LG chase smart-home ecosystems

 LinkCom leans into AI networking and high-power power modules to drive growth

 Infineon counters Innoscience claim after China GaN patent setback

 Niching targets higher margins as heat spreader orders extend through year-end

 India roundup: Global tech giants deepen India investments

 Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

 Samsung slows next-gen memory push as price surge rewards existing lines

 Taiwan joins post-HBM memory race with Intel, SoftBank

 LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

 AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

 Taiwan electronics sector stays upbeat as AI demand lifts exports

 Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

 mRNA Vaccine Shrinks Deadly Childhood Cancer Tumors by 70%  - An experimental mRNA vaccine delayed neuroblastoma growth and sharply reduced tumor size in preclinical models. The success of mRNA vaccines during the COVID-19 pandemic sparked interest in whether the same technology could be harnessed to fight cancer. Researchers at RCSI University of Medicine and Health...

 'Impossible' low-loss, tunable dielectric achieved in microwave electronics  - The result on his computer screen looked impossible. Late one night in 2009, Nate Orloff was alone in a laboratory, analyzing measurements from a set of experimental thin films sent to him by Darrell Schlom, the Tisch University ...

 AI Chips Are Hard. Memory Is Harder.  - Original Article By SemiVision Research [Reading time: 7 mins]

 Memory Printed Perfection, The Tape Yawned.  - Market Rewind: June 22-26, 2026

 世界先進8吋晶圓代工 供不應求  - 世界先進董事長方略27 表示,AI需求全面發酵,公司AI相關營收占比達雙位數,帶動8吋及12吋成熟製程供不應求,預期2026 8吋晶圓代工市場將維持缺貨狀態。此外,新加坡12吋新廠6 初產出首批40奈米晶片,良率突破99%,預計2027 第一季正式量產,並評估興建第二座晶圓廠,因應持續增加的需求。...


If this Muad'Dib is a religious figure, you can't use direct force. -Princess Irulan