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  AsiaPac 

↺99h Foxconn Technol…-33% miss 🔴

58m: Sony and TSMC to invest ¥1 trillion in joint chip plant in Japan

90m: Cambricon’s 1,764% Gain Shows What Musk Missed—and How AI Chip Competition Is Broadening

93m: Riken Keiki : Strong sales and profit growth driven by semiconductor demand; outlook remains stable

97m: Isinglass Powder Market to Reach 158 Index by 2035 as Semiconductor Node Miniaturization Drives Electronics-Grade Demand

2h: Optical Parallel Plates Market Sub-5nm Chip Demand Drives Premium Flatness Specifications Through 2035

2h: Sony, TSMC to invest $6.3bn in advanced image sensor plant in Kumamoto

2h: AP Memory Strengthens Global Leadership Team with Appointment of Former Qualcomm Vice President Jian Zhang

2¼h: Cleanroom Sliding Doors Market 2035: Semiconductor Fab Expansion Drives 8.5% CAGR - News and Statistics

2½h: Gyeonggi Governor Pressures Samsung, SK Hynix to Reduce Semiconductor Wastewater Discharge

2¾h: High-Pressure Cylinder Valves Market to Reach USD 5.4 Billion by 2035 on Semiconductor Demand

2¾h: Is It Too Late to Buy Navitas Semiconductor (NVTS) After a 6% Single-Day Pop?

3¼h: Got $1,000? Taiwan Semiconductor Manufacturing's $100 Billion Arizona Investment Makes It a Must-Own Stock

3½h: Glass Beads Abrasive Media Market Semiconductor Miniaturization Drives 5.4% CAGR to 2035 - News and Statistics

3½h: Semiconductor Sell-Off: 1 Chip Stock to Buy, 1 to Hold, and 1 to Sell

3¾h: Morgan Stanley Sees Opportunity in Memory Semiconductor Stocks

4¼h: SK hynix expands South Korea output to meet AI memory demand

4¼h: Treated Filter Media Market Growth to 2035 Driven by Semiconductor Ultra-Pure Water Demand - News and Statistics

5¾h: Ductboard Insulation Market to Reach 158 Index by 2035 on Semiconductor Cleanroom Demand

5¾h: Entrainment Collector Trays Market to Reach 165 Index by 2035 on Semiconductor Fab Buildout

7h: Benzisothiazole Biocides Market to Reach 170 Index by 2035 on Semiconductor Biofilm Control Demand

7¾h: Semiconductor Passivation Compounds Market to Reach 180 Index by 2035 on Advanced Node Demand

8h: A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

8½h: Vibration Damping Elements Market to Reach 158 Index by 2035 on Semiconductor Precision Demand

8½h: Should You Really Invest in a Semiconductor ETF Right Now? Here's My Honest Take.

8¾h: Certified Reference Gas Mixtures Market to Reach 190 Index by 2035 on Semiconductor Ppb-Level Accuracy Demand

8¾h: Insulated Transfer Arm Assemblies Market to Reach 170 Index by 2035 on Semiconductor Fab Expansion

 CEO Interview with Brendan Emery of iQ Sense  - Brendan Emery is Co-Founder and Chief Executive Officer of iQ Sense Technology. He has more than 25 years of international experience in animal health, having held senior commercial leadership roles with organisations including Boehringer Ingelheim and Norbrook Laboratories.

 Moore Threads plans Hong Kong listing after posting 147% jump in first-half revenue  - The Chinese AI chip developer plans a listing in Hong Kong to deepen its ‘international strategic footprint’

 Sequoia Capital's $10 Billion Plan for the AI Economy  - Sequoia Capital has backed many of the defining companies of the last half-century, from Apple and Google to Nvidia and SpaceX. Now, co-stewards Alfred Lin and Pat Grady join Bloomberg to discuss the firm's next chapter, why it made a franchise-defining investment in Anthropic, its renewed focus on semiconductors,...

 After Seven CEOs in 10 Years, Imagination Is Sticking to Its Strategy  - Imagination dumps CPU/NPU dreams, doubles down on GPUs and China under CEO No. 7. The post After Seven CEOs in 10 Years, Imagination Is Sticking to Its Strategy appeared first on EE Times .

 Market Data: Semiconductor Analytics  - This is a data analytics platform that gives weekly sales for the semiconductor market. This analysis covers total semiconductors and ICs; the segments covered include DRAM, NAND, Logic, Analog & Power, and Auto.

 SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker  - Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Tiple-Digits…

 Snapdragon X2 Elite Extreme Advanced Packaging Analysis: Examining Qualcomm’s SiP Approach  - Compared with the previous-generation Snapdragon X Elite, Qualcomm has changed how the system-on-chip (SoC) is packaged. TechInsights performed an advanced packaging analysis to understand Qualcomm's latest packaging approach.

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

↺6½d Ams-133% miss 🔴

↺4¼d Infineon Techno…0.0%

 Scientists Catch a Hidden Electronic State Forming Almost Instantly  - Researchers observed a hidden state triggered by light forming within 30 femtoseconds. A pulse of light sent a metal-organic framework into a hidden electronic state in just 30 femtoseconds. By watching the transformation almost as it happened, researchers uncovered a fleeting intermediate stage that...

 Korea urged to tighten risky ETF rules  - Korea urged to tighten risky ETF rules After a sharp Kospi sell-off tied to single-stock leveraged exchange-traded funds (ETF), Korea needs stronger disclosures, tougher safeguards and faster regulatory action. 8/9/2026 - 11:01 AM Opinion Desk

 SK hynix weighs stake sale in China packaging plant: report  - SK hynix weighs stake sale in China packaging plant: report The chipmaker is reviewing options including a partial sale of its Chongqing packaging plant, though it says no decision has been made. 8/8/2026 - 11:54 PM News Team

 Fujifilm weighs partial spinoff, IPO for multifunction printer business  - Japan group to shift investment from biggest revenue source to chips, biopharma

 SpaceX makes a splash and China scores a memory win  - The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

 Oppressive heat forces AI data centers to get smart about temperature control  - Oppressive heat forces AI data centers to get smart about temperature control In the fight to prevent GPUs from shutting down, the facilities are employing liquid cooling and constant vigilance. 8/7/2026 - 06:00 PM News Team

 How Humble Robotics validates camera, lidar and radar systems without millions of road miles  - The autonomous freight startup's camera-first approach relies on lidar and radar redundancy, while photorealistic simulations help test edge cases before deployment.

 Model Tracks Bond Front Velocity in Lubrication-Mediated Bonding of Flexible Substrates (imec)  - An imec researcher published a technical paper titled “Bond Front Velocity in Lubrication-Mediated Bonding of Flexible Substrates.” Abstract: “Bonding and assembly processes have started to take the centre-stage in semiconductor manufacturing as they enable three-dimensional (3D) stacking and heterogeneous...

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

↺4¼d Western Digital7.1% beat 🟢

↺4¼d Everspin Techno…150% beat 🟢

↺80h Microchip Techn…3.4% beat 🟢

↺4½d Globalfoundries3.1% beat 🟢

↺6¼d ON Semiconducto…2.8% beat 🟢

 台積電何軍開講 揭CPO協作藍圖 采鈺、大立光、奇景、上詮扮AI光通訊關鍵角色  - 2026 OCP APAC Summit 11 登場,台積電先進封裝技術暨服務副總經理何軍將發表「推進3DIC技術、驅動AI創新」主題演說,今 焦點預計轉向產能快速爬坡、系統良率及供應鏈協作。法人指出,采鈺、大立光、奇景及上詮等業者在晶圓級微光學、光纖陣列及光耦合領域的角色同步升溫。...

 SOITEC - Should you buy?  - A global investor aspiring to declutter the investments and stock markets like a local

 Wolfbox MF60 Compressed Air Duster is nearly 40% off in a limited-time deal — powerful rechargeable device's propulsion fan runs at up to 110,000 RPM  - The Wolfbox MegaFlow 60 has surprisingly dipped below the price of the MegaFlow 50 air duster, and is currently just $30.39.

 Modder pumps liquid directly over bare GPU silicon via 3D-printed block — drops RTX 2060 Super load temps to 28°C despite initial leaks

 Musk’s Terafab projected to be larger than the Pentagon, Apple Park, Mall of America, and Giga Texas, combined — all-in-one chip manufacturing facility visualized to show the project’s massive footprint

 Noctua finds more than half of tested PC cases misstate CPU cooler clearances — hands-on checks reveal errors ranging from -3.5mm to +10mm, internal compatibility team conducted measurements of more than a hundred cases

 Micron reportedly offers pennies on the dollar for Crucial RAM return, only offers to reimburse original MSRP despite it being only 37% of market value — chipmaker later reverses course with a better solution

 Owner of original Intel 8080 pre-production layout seeks restorer — handcrafted Rubylith mask shows 5,000 transistors and interconnect patterns of the fabled 2 MHz CPU

 Open-source stealth USB hides an encrypted partition behind an 8GB decoy drive — 'Phantom Drive' appears as a regular USB stick until you create a text file to unlock the hidden data

 Mind-bending self-replicating GIF code prints an exact copy of itself, is both a program and its own visual output — champion coder shows off 'Piet Quine' technique

 Intel Core Ultra 7 270K Plus vs AMD Ryzen 7 7700X3D faceoff — battle of the upper mid-range CPUs

 Two variants of Nvidia's RTX Spark show up on Geekbench, revealing a cut-down 18-core model — Full 20-core beats most x86 mobile chips across multi-core and single-core tests

 FMS 2026 Signals the Next AI Memory War: Tiered Memory, zHBM, and Advanced Packaging  - Original Article By SemiVision Research [Reading time: 16 mins]

 A Smarter Linux Path for Long-Life i.MX Products  - NXP is evolving its i.MX Linux strategy with Mainstream and LTS(Long Term Support) paths to support long-term product lifecycles, security updates and software transparency.

 AMD Bought a Chip That Runs One Model  - Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy than it sounds.

 Eliyan, HyperLight, Lumilens Receive New Funding  - These startups are developing packaging-based products to address the bottlenecks in AI data centers