Brokerages accused of merely following market after cutting forecasts in wake of Kospi tailspin  - Brokerages accused of merely following market after cutting forecasts in wake of Kospi tailspin In the face of criticism that targets fail to reflect reality, analysts say they are hesitant to release estimates that dampen optimism. 8/1/2026 - 05:12 AM News Team

 Did the government inflate the stock market too soon?  - Did the government inflate the stock market too soon? An editorial warns that tying market gains to President Lee Jae Myung's political fortunes risks deepening investor distrust and hurting retail traders when volatility strikes. 8/2/2026 - 11:01 AM Opinion Desk

 Wall Street’s Favorite Bet Comes Undone as Chips Whipsaw Market  - The one-way trade in semiconductor stocks that has defined equity markets this year is coming unglued, triggering stomach-churning volatility as investors grow increasingly concerned that the fire-hose of artificial intelligence spending won’t continue.

 First open-source firmware for AM5 officially launches — Dasharo v0.9.0 brings Coreboot and openSIL to Zen 4 APUs on MSI B850  - 3mdeb has introduced a new open-source firmware for the MSI B850-P WiFi, marking the first time open-source firmware has been introduced to the AM5 platform.

+2 from  tomshardware

 Japan's Kioxia forecasts 31-fold profit surge as tech shares swing  - Chip supplier's July-September outlook falls short of analyst estimates

+2 from  asia.nikkei

 Der Hardwareluxx-Webwatch: Die Artikel unserer Partner aus der KW31 / 2026

 Eliyan Secures $145M Series C, $1B Valuation  - Eliyan Corporation, a developer of connectivity technologies for next-generation AI compute, memory, and networking systems, completed a Series C funding round with a total of $145 million. Following this latest round of funding, the company has a...

+2 from  photonics

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

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

 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...

 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.

 Evidence That Semiconductor -Associated Compounds, Perfluorobutane (C4) Sulfonamido Derivatives, Have Contaminated Rivers and Groundwater Near Science Parks

 ESD Alliance Names Two Executives to Governing Council, Adds Companies to Member Roster

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

 TSMCs 1,4-nm-Fertigung (A14): Massenproduktion erster Chips könnte Mitte 2028 starten

+2 from  hardwareluxx.de

 [News] Kioxia 1QFY26 Gross Margin Hits 80%; Reaffirms 50% LTA Target for 2028  - Kioxia announced its fiscal 2026 first-quarter results today, reporting revenue of JPY 1.767 trillion, up 76.2% quarter over quarter and 415.5% year over year, exceeding the company's guidance. Profitability also improved significantly, with gross margin reaching 80%, or 82% excluding JV items, whil......

 Mitsubishi Electric Announces Consolidated Financial Results for the First Quarter of Fiscal 2027

 Semiconductor Wealth Sparks Gold Rush in Youngest, Wealthiest Dongtan  - With the semiconductor boom, Dongtan, where many Samsung Electronics employees live, has seen an increase in gold shops.

+3 from  chosun

 Chip boom reshapes children's career dreams  - Chip boom reshapes children's career dreams As AI-driven demand surges, semiconductor careers are drawing growing interest from children, parents, students and job seekers across Korea. 8/1/2026 - 10:00 PM News Team

 SK실트론 품는 두산…반도체 매출 키우지만 시너지 창출 '난망'  - SK가 웨이퍼 제조기업 SK실트론 지분을 두산에 매각한다. SK실트론의 연 매출은 2조원대로, 두산이 추진해 온 반도체 사업 확대 크게 기여할 것으로 기대된다. 다만 SK실트론...

 Shedding light on new type of magnetism in quantum materials  - Recently, the field of magnetics has seen the proposal of a new class of magnetism called altermagnetism, which could allow advances in miniaturizing and improving RAM architecture in computers. Rice University's Ming Yi, ...

 Quantum Photons Survive a 24-Kilometer Journey Through Chicago’s Busy Internet  - Researchers achieved the first real-world demonstration of quantum entanglement over a busy telecommunications fiber network. A single photon carrying quantum information had to travel more than 24 kilometers through an optical fiber already crowded with powerful internet signals. Despite the noise, it...

 Memory makers flush with $90bn cash flow on AI gold rush  - Micron, SK Hynix, Samsung line up big capacity investments as Kioxia plays catch-up

 ASE Leads Students Towards a Green Future at 2025 Sustainability Exploration Camp

 CORSAIR Deepens Strategic Relationship with Bitfocus, Extending Elgato’s Reach into Professional Broadcast and Live Production

 Podcast EP358: How Custom Silicon Development Allowed Cisco to Fuel New Innovation for Its Customers  - Daniel is joined by Nick Kucharewski Senior Vice President and General Manager for Cisco’s silicon development organization. In this role he is responsible for the end-to-end strategy, cross-functional execution, organization alignment, and product roadmap for Silicon One, Cisco’s uniquely scalable...

+2 from  semiwiki

 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...

+5 from  semiconductor-digest

 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 .

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

 Financial Results for 1st Quarter of FY March 2027 listed​

 Volta acquires remaining 20% stake in Springer Rare Earth and Gallium deposit  - Contiguous mineral claim also acquired

+1 from  semiconductor-today

 After stock market whiplash, Korea's chip industry now faces growing China risk  - After stock market whiplash, Korea's chip industry now faces growing China risk Even record earnings can't fully shield Samsung and SK hynix, as CXMT's IPO and a lithography breakthrough revive fears of Chinese competition. 7/31/2026 - 05:00 PM LEE JAE-LIM

 Won posts biggest monthly gain since 2009 following SK hynix inflows  - Won posts biggest monthly gain since 2009 following SK hynix inflows The won was quoted at 1,424 against the dollar on Friday, up 125.4 won from the end of June, the largest monthly gain since March 2009. 8/2/2026 - 12:22 AM

+2 from  koreajoongangdaily

 Microsoft Just Said the Nvidia Part Out Loud  - [Opinion] Understanding capex and expansion strategies is crucial for both investors and supply-chain executives

 Global Memory Chipmakers Cash In on AI Boom  - Global memory semiconductor companies have seen a sharp increase in cash generation driven by expanded investments in artificial intelligence (AI) data centers.

+16 from  chosun

 KW31 / 2026: Unsere Artikel der letzten Woche

 AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS  - Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's second-quarter earnings call. For the first time, he indicated the company may sell its Trainium accelerators to data...

+8 from  digitimes

 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,...

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

 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

 The quiet engine behind the AI revolution: Why low-power memory is finding a new role in the data center

 Valve Corporation Steam Controller (V005613-00) Deep Dive Teardown  - The Steam Controller is a gaming controller purchased from the (world) market. The Steam Controller features drift-resistant TMR magnetic thumbsticks, Grip Sense touch sensors that dynamically enable gyro aiming, and enhanced dual trackpads for mouse-like control. It also includes four remappable rear...

+13 from  library.techinsights

 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...

 Power Tips #155: How to choose the best topology for isolated energy storage systems  - With increasing popularity of renewable energy and electric vehicles, the application of bidirectional isolated DC/DC converters is growing. The post Power Tips #155: How to choose the best topology for isolated energy storage systems appeared first on EDN .

+1 from  planetanalog

 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...