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☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪 --- 🌑

37m: Semiconductor Strength, Falling Oil Prices Lift Stocks

39m: SpaceX Surges Past Taiwan Semiconductor to Become the World's 6th Most Valuable Company. Is It Too Late to Buy?

40m: KOSPI tops 9,000 on semiconductor, foreign buying

45m: Texas Instruments Rises as AI Power-Semiconductor Optimism Builds on Strong Guidance

66m: Brewer Science to Acquire Semiconductor Chemical Business Line from Heraeus Epurio

93m: UK semiconductor sector grows 13.6% as UK, Japan sign chip deal

96m: Real-time microscopy reveals how semiconductor nanowires grow, and how bismuth seeds can speed their formation

2h: A delegation from Purdue University visited the Ministry of Economic Affairs, planning to collaborate with GQ to create a third-generation semiconductor and AI innovation ecosystem between Taiwan and the United States

2h: Forget Strategy: Why Taiwan Semiconductor Is the Ultimate No-Nonsense Play for a Volatile Market

2h: 1 Semiconductor Stock I Can’t Stop Buying

2¼h: Video | The $2 trillion semiconductor opportunity

2¼h: MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market?

2½h: Semiconductor Industry to Hit USD 1.01 Trillion by 2031 with Integrated Circuits Holding 78.33% Market Share Amid Rising AI & Automotive Demand - Reports Mordor Intelligence

2¾h: TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?

3¼h: SpaceX Joins Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor in the $2 Trillion Club. But Will It Last?

3¼h: Trump: Apple partnering with Intel on chip design, production in US

4¾h: Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1

5h: US Stock Futures Rise With Intel Leading Semiconductor Rally

7¾h: Intel gains 7% after Trump says company will partner with Apple on U.S. chip design

 Two E-Paper Engineers Keep Turning to the Wisdom of the Crowd  - After dev kit success, Modos’ cofounders offer an e-paper monitor

 Try Google Fi (Wireless)? The perks-for-the-price are why  - Going the MVNO route involves potential risks for cellular companies and their customers alike…but also lots of possible upsides. The post Try Google Fi (Wireless)? The perks-for-the-price are why appeared first on EDN .

 Impulse raises $500m to build in-space mobility infrastructure  - Impulse Space – a Californian startup in space transportation services – has raised $500 million in Series D funding for building in-space mobility infrastructure. The round was co-led by 137 Ventures and BANNER VC, and brings the company’s total capital raised to $1 billion. The funding will support...

 [News] Marvell Says It Is in Talks with TSMC on A14 for Next-Gen AI Connectivity Chips, Joining Early-Adopter Ranks  - Marvell is counting on continued adoption of leading-edge nodes to drive growth in high-speed connectivity solutions for AI data centers. According to Nikkei, Chris Koopmans, Marvell's president and chief operating officer, said the company has already begun discussions with TSMC regarding the use o......

 Synopsys Unifies Electrical, Thermal, Mechanical, and Optical Analysis with Multiphysics Fusion Solutions  - Synopsys has announced the availability of the first wave of its Multiphysics Fusion Solutions, extending its vision of a unified engineering environment that connects EDA, semiconductor physics, system simulation, and artificial intelligence-driven optimization. The announcement addresses one of the...

 Unlock Cost-Effective Enterprise AI with Lenovo ThinkSystem SR650 V4 with Intel® Xeon® 6 CPUs  - We explore the scalability and performance of agentic document summarization running on a Red Hat OpenShift cluster built on Lenovo ThinkSystem SR650 V4 servers powered by Intel Xeon 6 processors.

 Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips  - Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.

 Semiconductor Startup Builds Alternatives for Vital Legacy Chips  - Phoenix targets the high-mix, low-volume demand for obsolete chips in critical systems

 Built Here, Built to Endure: America’s Semiconductor Future  - By Brian J. Lenihan Vice President of Government Relations, SkyWater Technology Brian Lenihan leads SkyWater’s federal and state government advocacy...

 Beyond Chiplets, CMOS 2.0 Moves Scaling into the Circuit  - Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets. The post Beyond Chiplets, CMOS 2.0 Moves Scaling into the Circuit appeared first on EE Times .

 GlobalWafers Has a Texas-Sized Problem  - A proposed cement plant puts the silicon-wafer maker's Sherman site under a cloud, one that will remain until the Texas administration decides what it really wants.

 Rapid Prototyping Made Easy With Microchip PCIe®  - This blog post shows how our PCIe® evaluation boards enable fast bring-up, validation and comparison of multiple system configurations, helping engineers move from concept to working prototype faster and with less risk.

 Switzerland hits peak deep tech investment levels  - Switzerland has taken first place in the countries ranked according to the share of venture capital per capita that is spent on deep tech. The Swiss Deep Tech Report 2026 found that 63% of Swiss venture capital is directed to deep tech. The country invested $1,470 per capita in 2025, which for a population...

 CSP In-House ASIC Boom Drives MLCC Specification Concentration; Structural Shortages of High-End Specialty MLCCs May Emerge in 2H26, Says TrendForce  - According to TrendForce’s latest MLCC industry research, the ongoing AI arms race among global CSPs is accelerating the adoption of in-house ASIC accelerators, which increasingly rely on small-form-factor, high-capacitance, high-temperature-resistant MLCCs. As such, demand is rapidly concentrating on...

 Model your IPs and your NoCs  - Here is why abstraction levels matter and why the interconnect can’t be an afterthought in SoC design. The post Model your IPs and your NoCs appeared first on EDN .

 [News] TSMC, Amkor Sign 10-Year Arizona Advanced Packaging Pact to Complete the U.S. Chip Supply Chain  - TSMC is strengthening its U.S. advanced packaging supply chain through a new long-term partnership with Amkor. According to an Amkor press release, the two parties have announced a 10-year agreement to enhance advanced packaging capabilities in Arizona and support further investment in the U.S. semi......

 半導體風雲/美國製造回流 台供應鏈機會或糖衣毒藥?  - 隨著美國持續推動半導體製造回流政策,從《晶片法案》(CHIPS Act)補助到川普政府力推供應鏈在地化,外界普遍認為赴美投資已成為半導體供應鏈的必答題。然而,站在第一線供應鏈業者的角度來看,真正決定是否赴美設廠的關鍵,卻未必是補助金額,而是客戶是否願意提供長期訂單承諾與合理獲利空間。德鑫半導體聯盟總會長、家登集團董事長邱銘亁直言「即使美國政府願意提供補助,若沒有台積電、英特爾或其他晶圓廠客戶願意點頭,承諾未來訂單與價格支持,18家聯盟成員不會輕易赴美建立製造據點」。邱銘乾這段談話,道出目前台灣半導體供應鏈面對全球化與地緣政治重組下最真實的思維。...

 Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%  - Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.

 Danfoss Power Solutions to Establish Manufacturing Operations in Marcy, Creating up to 300 Jobs  - June 16, 2026 — UTICA, N.Y. — Danfoss Power Solutions, a global manufacturer of fluid conveyance and hydraulic systems, plans to establish new operations in Marcy, New York, bringing up to 300 new jobs to the Mohawk Valley by the end of 2027. Danfoss will move into the existing Computer Chip Commercialization...

 SiMa Launches Agentic Development Environment for Physical AI  - Edge AI chip company said it can speed up engineer productivity when transferring to its hardware from months to hours. The post SiMa Launches Agentic Development Environment for Physical AI appeared first on EE Times .

 Meta, Intel, Rivos, Poaching, Startups, And IP Transfers – What Is Going On?  - What happens when you have two companies, two startups, and what looks like a lot of backroom deals all come together? Read more ▶ The post Meta, Intel, Rivos, Poaching, Startups, And IP Transfers – What Is Going On? appeared first on Semiaccurate .

☀️ Americas 
🇺🇸🇨🇦 --- 🌑

28m: Apple Chip Production Deal Represents Big Opportunity For Intel, Wedbush Says

78m: Why Micron Stock Just Jumped

1¾h: SanDisk and Micron surge as Apple confirms memory price pass-through

2h: Nasdaq 100 Movers: CTSH, WDC

2h: S&P 500 Movers: ACN, WDC

2h: Intel's reported Apple deal sends stock soaring, as turnaround continues to payoff

2h: Intel, Sandisk, Accenture, SpaceX, and More Stocks That Explain Today’s Market

2¼h: Gas prices fall but chip demand is causing a new headache

2¼h: Stock Market Today: Dow Up 200 Points On Iran Peace Deal; Intel, Sandisk, Teradyne Rally (Live Coverage)

2½h: Can onsemi's Treo Platform Unlock New Automotive Opportunities?

2½h: Intel Stock Heads for Record as Trump Says It Has Won a Huge Customer

2¾h: Why Apple Price Hikes Are Sending Micron Stock to a Record High

3h: Wall Street Set for Rebound as Iran Peace Accord Lifts Sentiment: Dow Jones, S&P, Nasdaq, Futures

3¼h: Intel Stock Jumps On Reported Apple Chip Business

3¾h: This AMD development flew under the radar, but its implications for the AI trade could be massive.

4½h: Stock Market Today: Dow Rises Ahead Of Jobless Claims; Intel Surges On Trump Comments (Live Coverage)

4¾h: With a $310 Billion Market Cap, Is Sandisk Closer to $100 billion or $500 billion?

5h: Why Higher Apple Prices Are Sending Micron Stock to a Record High

7h: Nvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other

8h: SK Hynix ships samples of next-gen AI memory chips to major customers

 US AI dominance vulnerable to China amid long-term ‘structural challenges’, scholar says  - China’s advantages in energy and industrial applications could erode America’s AI ‘moat’, according to University of Hong Kong academic

 Elethron and ATMOS complete engineering collaboration on microgravity R&D and in-space production for advanced materials  - Collaboration mapped and de-risked how Materials Lab integrates with PHOENIX return vehicle.

 Can Catalonia’s Distributed Semiconductor Network Deliver?  - Catalonia is unifying its fragmented tech ecosystem into a coordinated semiconductor cluster spanning photonics, packaging, AI, and chip research. The post Can Catalonia’s Distributed Semiconductor Network Deliver? appeared first on EE Times .

 Smart switch simplifies automotive power sequencing  - A smart load switch from Diodes features low on-resistance for reliable power sequencing and rail control in automotive applications. The post Smart switch simplifies automotive power sequencing appeared first on EDN .

 CEO Letter: 2025-26 Intel Corporate Responsibility Report  - CEO Lip-Bu Tan outlines progress to rebuild execution, strengthen core businesses, and advance responsible growth in the AI era.

 Tensordyne is making AI compute more efficient using logarithms.  - But is compute efficiency the thing that matters?

 Skip the Embedded Filesystem with the TAR-like UTFS Format  - If you need to store some data on a resource-constrained embedded platform, the prospect of dragging in a dependency for something like FAT filesystem access to flash or other storage …read more

 The Florida Semiconductor Institute Joins the National Network for Microelectronics Education South Regional Node in Partnership with University of Texas at Austin  - The Florida Semiconductor Institute (FSI) has co-funded the South Regional Node of the National Network for Microelectronics Education (NNME South), a national workforce initiative led by the University of Texas at Austin to help meet growing demand for semiconductor talent across the United States.

 Pack Manufacturers: Rapid Growth in Commercial EV Markets  - Amid slowdown in electric car sales, battery developers are increasingly pivoting towards non-car segments. Commercial vehicles, including medium- and heavy-duty trucks and light commercial vehicles, are experiencing rapid electrification, due to low battery costs. This article explores battery packs...

 Atom-thin coating tackles key bottleneck in chip miniaturization  - The global semiconductor market is approaching US$1 trillion in annual sales, driven by growing demand for faster computers, smarter AI systems and more powerful electronic devices. Singapore, which produces one in 10 of ...

 ABN Amro: AI and defense boom shakes up Dutch EMS sector  - The rise of the AI industry and increasing defense spending are a double-edged sword for the Dutch printed circuit board industry, according to a report by ABN Amro.

 [Insights] Memory Spot Price Update: DDR3 Strengthens While DDR4 Faces Constraints and Spec Downgrading  - According to TrendForce’s latest memory spot price trend report, in terms of DRAM, mainstream DDR4 chips largely traded sideways, while DDR3 spot prices continued to rise, partly supported by tight DDR4 availability and higher costs, which have prompted some consumer DRAM buyers to downgrade speci......

 Battle for Advanced Packaging: TSMC Monopoly, Intel Challenge, and Amkor Arms-Dealing  - Intel\u2019s advanced packaging business is now a credible source of supply for the AI accelerator industry, while TSMC keeps ramping. Amkor plays both sides.

 Designing Chips That Can Explain Themselves  - On-die monitors, localized analytics, and lifecycle data are giving architects new ways to close the gap between design intent and silicon behavior. The post Designing Chips That Can Explain Themselves appeared first on Semiconductor Engineering .

 Shihlin Electric plans North America-focused plant as five business lines drive double-digit growth  - Shihlin Electric said on June 17 that it expected double-digit revenue and profit growth for 2026, driven by momentum across five business lines: Taiwan Power grid resilience projects, energy transition initiatives, the AI data center supply chain, turnkey transportation and public works, and exports....

 Poland turns to Taiwan to build up chips as Foxconn seals EV assembly deal

 Omega-EVA signals China's push to bring world models into real-world robotics

 Exclusive: Largan taps Han's Laser equipment as optics makers target FAU growth

 PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors

 SpaceX to acquire Cursor in US$60 billion stock deal after blockbuster IPO

 India's PC market jumps in 1Q26 as notebook demand surges

 Nexchip reportedly broadens semiconductor ambitions with new design and materials subsidiary

 InnoScience wins GaN patent battle against Infineon in China

 China PCB maker DSBJ bets US$1.2 billion on AI optical modules

 Kaynes' Japan push signals India's bid to become an alternative chip packaging hub

 Alibaba moves Qwen AI into robotics with first embodied intelligence suite

 Ta Tun Electric Wire and Cable opens Arizona office to target US chip and AI demand

 China's six-network plan signals a long-term infrastructure and technology self-reliance push

 Huawei raises end-consumer product prices from July

 China cuts AI compute prices, revealing pressure to fill supercomputing capacity

 AI PC design wins, drone business to boost Elan in 2H26

 Acer E-Enabling posts nearly 20% revenue growth as AI agent demand boosts cloud and security services

 Samsung Electro-Mechanics expands silicon capacitor push on integration edge

 Exclusive: Galatek eyes up to 200% chip growth with Malaysia packaging push

 Gem Terminal eyes new growth curve in 2026 with shipments of AI-related thermal materials

 Amkor alone cheers 10-year TSMC packaging deal in Arizona

 Hiwin unit Matrix Precision deepens Japan cooperation as demand for high-precision gears rises

 Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain

 PSMC buys NT$1.04 billion in Lam Research equipment to support capacity growth

 Superior Plating Technology turns to AI liquid cooling and CPO

 EssilorLuxottica, Applied Materials team up on smart eyewear technology

 Ajinomoto's chip film faces supply test as AI demand climbs

 Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility

 EE Times Magazine – June 2026  - The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones. The post EE Times Magazine – June 2026 appeared first on EE Times .

 AMD's Mext buy shows how AI could solve the RAM shortage it created  - Running low on memory, can't afford more? The House of Zen's latest acquisition puts an AI spin on flash-based memory expansion

 VLSI 2026: Intel 18A Platform Momentum from Devices to Routed Designs  - At VLSI 2026, Intel Foundry highlighted how CPU cores built with backside power delivery show dramatically lower voltage droop, with the technology now transitioning into product adoption alongside st...

 Enkris unveils high-speed, low-power micro-LED optical interconnect product  - 8–12-inch GaN-on-Si micro-LED light-source products achieve 3dB bandwidth of 1.6GHz at 500A/cm 2 current density

 The Chip Insider®–Q&A: Intel's Resurgence. New Chip Concepts.  - Inside G. Dan Hutcheson’s latest analysis, Intel surges back to strength, turning geopolitics into partnerships while advancing next-gen compute from GPUs to silicon photonics.

 Using an oscilloscope’s time, frequency, and statistical measurement domains  - Multiple domains provide designers and test engineers with complementary views of acquired signals. The post Using an oscilloscope’s time, frequency, and statistical measurement domains appeared first on EDN .

 Japan\u2019s Strategic Position in the Semiconductor Industry in the AI Era  - Origianl Article By SemiVision Research [Reading time: 46 mins]

 Coherent Announces a CHIPS Letter of Intent for $50 Million to Expand World-Leading Manufacturing Facility for AI Infrastructure  - Proposed award will support new manufacturing jobs and expanded American production of critical optical networking technologies that power next-generation AI datacenters

🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 --- ☀️ +

 Webinar: Caspia Shows You How to Fix Security Flaws Before It’s Too Late  - I recently posted an overview of an upcoming webinar from Caspia Technologies. That post provides background on the excellent speakers who will present and an overview of the topics they will cover. I recently had the opportunity to attend a dry run of the entire event. The details presented are quite...

 Stop Saying Half of 2026 US Datacenter Capacity Is Canceled  - Don't Believe The Vibecoded Estimates, Go Through Every Individual Filing Instead…

 AI Is Driving the Semiconductor Industry Toward a $2 Trillion Market  - TechInsights forecasts the semiconductor industry will exceed $2 trillion by 2027, fueled by AI infrastructure investments, datacenter growth, advanced packaging, and accelerating compute demand.

 Besi raises long-term targets on AI packaging and hybrid bonding demand  - BE Semiconductor Industries (Besi) has raised long-term annual revenue expectations from 1.5-1.9 billion euros to 1.7-2.2 billion euros.

 Fusion to Photovoltaics - The Hottest Clean Energies  - From nuclear reactors to photovoltaics, clean energy is as hot a topic as any, with numerous players striving for scalability across the sector to lessen reliance on fossil fuels. This article covers some of the technologies involved with generating clean energy.

 Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node  - This roadmap provides an in-depth analysis of Intel's current plans for its chip production capacity.

 Game Console Forecast 2030: Rising Prices, Declining Shipments, and the Future of Gaming  - Discover why rising memory costs, higher console prices, and longer upgrade cycles are expected to slow game console shipments through 2030. Explore the outlook for Nintendo Switch 2, PlayStation, and Xbox in the latest TechInsights forecast.

 PowerArtist RTL Power Estimation Folds into Keysight  - Back in the late 1990s, Sente launched a product called WattWatcher to estimate power from design RTL and simulation activity. This was revolutionary for its time since alternatives, while very accurate, only offered power analysis at the gate level. Gate-level analysis is great for fine-tuning power...

 It’s time the West genuinely accepted China’s global ascent  - Beijing’s emergence as a major power must be navigated with wisdom and respect, rather than framed as a threat that needs to be contained

 This AI Learned the Laws of Physics and Could Accelerate Quantum Computing Breakthroughs  - Researchers in Sweden have developed a machine-learning approach that embeds the laws of physics directly into neural networks. A new study from Chalmers University of Technology in Sweden shows that machine learning can become far more efficient when it starts with a built-in understanding of the laws...

 Mitsubishi Electric Group Revises its Materiality  - Will accelerate sustainability initiatives in response to evolving society and environment

 Intel Foundry Details Process Milestones and Future Innovation at VLSI Symposium  - Intel 18 A-P now in risk production with higher performance, enhanced thermal characteristics and design rule compatibility with Intel 18A

 Google Details Five Generations Of TPU Training Supercomputers  - Researchers from Google and University of California, Berkeley published a technical paper titled “Google’s Training Supercomputers from TPU v2 to Ironwood: Architectural Stability, Scale, Resilience, Power Efficiency, and Sustainability Across Five Generations.” The paper summarizes five generations...

 Intel Foundry Expands the 18A Platform with 18A-P and Demonstrates Long-Term Technology Leadership at VLSI 2026  - At the 2026 VLSI Symposium , Intel Foundry provided a detailed update on its process technology roadmap, highlighting the continued maturation of Intel 18A, the introduction of Intel 18A-P, and several advanced research initiatives that extend beyond current gate-all-around (GAA) transistor architectures....

 E Ink Showcases the Future of Sustainable Large-Format Color Signage at InfoComm 2026  - Company Highlights E Ink Marquee™, E Ink Spectra™ 6, E Ink Kaleido™ 3 and E Ink Prism™ 3 Technologies Across DOOH & Retail Media Signage and Design Applications

 FADU Extends eSSD Controller Contract Deadlines Again  - FADU's enterprise solid-state drive (eSSD) controller supply contracts are seeing repeated extensions, with the combined contract value reaching approximately 70 billion won.On May 6, FADU disclosed a contract to supply eSSD controllers to an overseas NAND flash memory manufacturer. The contract was

 Skyworks Si829x drives EV traction inverters  - Skyworks, the analog and mixed-signal specialist, is releasing its Si829x isolated safety gate driver for electric vehicle (EV) traction inverters and other electrified systems. Meeting ISO 26262 functional safety standards, the Si829x is suitable for use in functional safety systems rated up to ASIL...

 RL Systems Mind the Gap: Matching Trainer and Generator Throughput  - RL Training Infrastructure, GRPO, PipelineRL, Async RL, Policy Staleness, RL Sandbox Infra, CPU Requirements, TCO Analys…


Our conversation ran short. -Lady Jessica Atreides