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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

2½h: Tower Semiconductor (TSEM) CEO sells 66,964 shares under plan

2¾h: Beyond the Semiconductor Speed War

3h: Bronstein, Gewirtz & Grossman, LLC Encourages ON Semiconductor Co

3h: Triple Demands Weigh on Semiconductor Industry

3¼h: Pretreatment System Market Forecast 2026-2035: Growth Driven by Semiconductor and Battery Demand - News and Statistics

3¼h: Semiconductor Stocks Surge on U.S. Tech Strength

3½h: T1 Energy seeking US PV component partners as Austin plant taps semiconductor talent pool

3¾h: Trust Stamp joins EU advanced semiconductor initiative for secure digital identity

4h: Morgan Stanley Reiterates Nvidia (NVDA) As its Top Semiconductor Pick

4¼h: Rising Power Demand Fuels ON Semiconductor’s (ON) Upside

4¼h: Data Center Power Semiconductor Technology Innovation: Key Trends, Growth Drivers and Opportunities

4½h: Tower Semiconductor Ltd. (NASDAQ:TSEM) Receives Average Rating of \

4½h: Press Release: Val Hoyle, Oregon Delegation Welcome Federal Semiconductor Investment

4¾h: Oregon receives $15 million in federal funding to boost semiconductor industry

4¾h: STM vs. ADI: Which Semiconductor Stock Looks More Attractive Now?

5¾h: India's Semicon 2.0 Opens New Frontiers for Global Semiconductor Firms

5¾h: ASX vs. LRCX: Which AI Semiconductor Stock is the Better Buy?

6h: Oregon vies for $160M semiconductor award as state faces ‘crossroads’

6½h: Tower Semiconductor's expansion in Japan likely to aid outlook, Wedbush says (TSEM:NASDAQ)

6¾h: STMicroelectronics (STM): Best Performing Semiconductor Stocks to Invest In

6¾h: Industrial Ultrasonic Cleaning Machine Market Demand to Accelerate by 2035 Amid Semiconductor and Electronics Expansion

6¾h: Alpha & Omega Semiconductor (AOSL) Launches AOPL66801 80V MOSFET Featuring AmpStack Tech

6¾h: A plan for a World Trade Organization sectoral agreement on semiconductors

6¾h: Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet

7h: Tower Semiconductor announces $3bn manufacturing expansion in Japan

7h: India approves $13.3 billion for fresh semiconductor push

7h: Water Soluble Vinylon Fiber Market Growth Outlook to 2035: Electronics and Semiconductor Applications Fuel Expansion - News and Statistics

7¼h: South Korea proposes relocating joint air base to build semiconductor complex

7¾h: Tower Semiconductor Initiates $4B Expansion in Japan | Business | Jul 2026

8h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Reduced by Zweig DiMenna Associates LLC

8¼h: NFSG Corp Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8½h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Sigma Planning Corp

8½h: Mandatum Life Insurance Co Ltd Has $2.20 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¾h: European semiconductor stocks rally after ASML raises 2026 outlook again

 Arteris at DAC 2026 Connecting Innovation for Silicon Success  - The semiconductor industry has entered a new era as AI workloads, chiplets, heterogeneous computing, software-defined vehicles, and intelligent edge devices are transforming how chips are designed.

 Spain Semiconductor Industry Convenes to Forge Domestic Alliances  - AESEMI holds the first semiconductor MatchMaking day in Spain to forge new alliances and consolidate the ecosystem. The post Spain Semiconductor Industry Convenes to Forge Domestic Alliances appeared first on EE Times .

 The Big Five-Oh-Oh!  - My first column on EEJournal, The Artificial Intelligence Apocalypse (Part 1) , was posted on September 19, 2019. That’s almost seven years ago as I pen these words. Things are moving so fast these days that I find it hard to wrap my brain around how much the technology landscape …

 AI ignites 'ignored sector' for Japan chipmaker Kioxia  - Robotic transporters carrying silicon wafers whizz by on overhead rails at a new factory that Kioxia, one of Japan's most valuable companies, hopes can help it meet overwhelming AI-driven demand.

 Smartphone Shipments Sink 11 Percent Worldwide  - Apple takes 20 percent of global market, Samsung retains top spot as mid-range sellers hit by record contraction

 [News] Intel Might Build Up to 90% of Nova Lake Compute Tiles on 18A, Scaling Back TSMC’s Planned Role  - Intel is reportedly shifting most of the compute tile production for its upcoming Nova Lake processors back to Intel Foundry. According to TechPowerUp, citing KeyBanc, the latest supply chain information suggests that approximately 80–90% of the compute tiles may now be manufactured in-house. The ......

 DAC 2026: Certus Semiconductor Brings Two New I/O Libraries to GlobalFoundries 12nm  - Certus Semiconductor, a trusted leader in custom I/O and ESD solutions, will exhibit at Booth 839 during DAC 2026 , July 27–29 in Long Beach. This year, Certus is announcing two new developments in GlobalFoundries 12LP and 12LP+ Processes: one I/O library built for commercial SoC and ASIC design teams,...

 Synopsys at Design Automation Conference 2026  - Synopsys is catalyzing the era of pervasive intelligence with comprehensive engineering solutions spanning silicon design, IP, and simulation and analysis. At this year’s Design Automation Conference (DAC), the company will showcase innovations transforming silicon and systems development for a wide...

 [News] UMC Announces First Delivery of Mass-Produced Silicon Photonics Wafers from Singapore 12-Inch Fab  - Taiwan's foundry UMC and Singapore-based silicon photonics chip designer SILITH announced on July 14 the first delivery of mass-produced silicon photonics wafers from UMC's 12-inch fab in Singapore. The milestone marks the transition of silicon photonics from development to high-volume production an......

 WD to Announce Fourth Quarter and Fiscal Year 2026 Financial Results on August 5, 2026  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) plans to announce its fourth quarter and fiscal year 2026 financial results after the market closes on Wednesday, August...

 Analysis: Generative AI Assistants in the Vehicle—Consumer Readiness, Adoption and the Opportunity Ahead  - In-vehicle generative AI assistants are now solidly in the mainstream. However, consumer willingness-to-pay varies considerably by region, demographics, and consumer segment. This survey analysis examines consumer awareness, discovery channels, and usage. Although broadly considered a convenience feature,...

 SK hynix H25GTD0 321-Layer (V9) 1 Tb TLC 3D NAND Process Flow Analysis  - TechInsights' latest process analysis examines SK hynix's first 321-layer V9 TLC 3D NAND, revealing its architecture and structural implementation.

 Podcast EP355: An Overview of the Q126 Electronic Design Market Data Report with Wally Rhines  - Daniel is joined by Wally Rhines, CEO of Silvaco to discuss the Electronic Design Market Data report that was just released. Wally is the industry coordinator for the EDA data collection program called EDMD. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic...

 Ultrasonic device claims to repel pests  - Whether it actually accomplishes the function claimed, the low price tag and enduring controversy motivated a look inside. The post Ultrasonic device claims to repel pests appeared first on EDN .

 Every Heatwave Is Also a Semiconductor Story  - Across Europe, thermometers have recently climbed past 40°C in several regions. Air conditioners are running at full power, fans are working overtime, and electricity demand is surging. While most of us experience a heatwave as a...

 Intel Invests €5 Billion to Expand Manufacturing in Europe  - Investment is expected to create permanent high-tech jobs and engage specialised tradespeople, while expanding leading-edge manufacturing capacity in Ireland.

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 CXMT's DDR5 RAM isn't as performant or as consistent as SK hynix dies, early testing shows — reveals resistance to voltage scaling and inferior manual overclocking capabilities  - Asus is claiming that CXMT-made DDR5 RAM performs worse than SK Hynix-made DDR5 at the same clock speeds, while being harder to manually overclock as well. It also allegedly doesn't scale with voltage or allow the subtimings to be tuned properly.

 India approves $13 billion semiconductor plan  - India approved a new semiconductor program Wednesday, offering more than $13 billion in financial assistance to accelerate local chip production as it seeks to become a global electronics powerhouse.

 Massive Stock, Full-Chain Service — Your Global Semiconductor Partner  - Discover how New Ideas Industrial can stabilize your semiconductor supply chain for AI, storage, and UAV applications. The post Massive Stock, Full-Chain Service — Your Global Semiconductor Partner appeared first on EE Times .

 HPE Discover Las Vegas 2026: Networking Becomes the Strategy  - See the important insights following coverage by Six Five Media, featuring analysts from Futurum Group and Moor Insights & Strategy.

 Why a Thunderbolt™ 5 Device Might Make Sense for Your Thunderbolt™ 4 PC  - In today's Thunderbolt™ 4 and Thunderbolt™ 5 ecosystem, the better question isn't "What port do I have?" but "What do I want this accessory to do?"

 [News] ASML Raises 2026 Guidance for Second Time This Year; Taiwan Sales Share Climbs to 30%  - Ahead of TSMC’s earnings call tomorrow, Dutch lithography giant ASML has reinforced optimism over the AI-driven semiconductor upcycle by raising its 2026 outlook for the second time this year, as highlighted by CNBC. The company now expects annual sales of €43 billion ($49 billion) to €45 b...

 EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors  - In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools prompted the move, while speculating if companies like MediaTek might follow suit. The hosts also explore the fierce competition among...

 US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals  - US commerce official Jeffrey Kessler says only a ‘very small quantity’ of AI chips have reached mainland China and Hong Kong so far

 Smartphone market falls 4% year-on-year in Q2, driven by memory shortage  - Apple and Samsung grow shipments and market share, while mass-market suppliers shrink

 The Chip Insider®– Apple’s Chip Strategy Shift  - Inside G. Dan Hutcheson’s latest analysis, Apple’s $30B Broadcom deal reveals more than a supply chain strategy, highlighting the growing geopolitical importance of semiconductors and their role as a critical AI-era resource.

 UK’s Space and Defence Gateway opens in Harwell  - The UK’s Space and Defence Gateway was officially opened by King Charles III at the Harwell campus in Oxfordshire. Defence Gateway The Gateway comprises a co-working and events to encourage collaboration between space agencies, academia and industry. Particularly, it will aim to support businesses to...

 AI Models On The Edge  - Customizing NPUs without sacrificing flexibility. The post AI Models On The Edge appeared first on Semiconductor Engineering .

 Big Blue thinks small, again, with 2U POWER tower  - The last proprietary minicomputer, now in ‘deskside’ form if you fancy that

 [News] Intel Pours €5B Into Ireland Fab, Doubling Down on Intel 3 as Europe’s Most Advanced Chip Node  - Intel's foundry business appears to be gaining momentum amid soaring AI processor demand, with the chipmaker expanding manufacturing investment beyond the United States. The company, in a press release, has announced a €5 billion (US$5.7 billion) upgrade of its Ireland campus. As noted by Reute...

 Near-memory Dequantization Architecture In Custom HBM for LLM inference (SK hynix)  - Researchers from SK hynix published a technical paper titled “StreamDQ: Near-Memory Weight DeQuantization in Custom HBM for Scalable AI Inference Acceleration.” The paper proposes StreamDQ for “a lightweight architectural enhancement that enables on-the-fly dequantization in the memory subsystem...

 DAC 2026: Join Accellera for a dynamic luncheon exploring how artificial intelligence is reshaping the standards landscape for design and verification.  - Accellera Systems Initiative invites the design and verification community to join us at the 2026 Design Automation Conference for a focused technical luncheon, “ Embracing AI for Advanced Design and Verification ,” on Tuesday, July 28, from 12:30–1:45 p.m. at the Long Beach Convention Center, Meeting...

 TSMC Q2 revenue up 36% YoY  - Earlier today TSMC reported Q2 revenues up 36% YoY at $39.6 billion. For June, TSMC revenue rose 67.9% YoY and 6.2% MoM to $13.8 billion. For H126, TSMC’s total revenue was $74.99 billion up 35.6% YoY. TSMC is adding two more advanced packaging plants to its Chiayi Science Park site where it is already...

 Coherent Named One of TIME's America's Best Companies 2026  - Coherent Corp. (NYSE: COHR), a global leader in photonics, has been awarded on TIME’s list of America’s Best Companies 2026.

 Jim Haden appointed Managing Director  - Global semiconductor developer BluGlass Limited (ASX: BLG, “BluGlass” or “Company”) advises that the Board has appointed Mr Jim Haden, currently an Executive Director, as Managing Director effective immediately.

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-18h: Foxconn Technol…TBD

6¼h: Taiwan Semicond…TBD

 Was I wrong about Etched?  - Or did they just fake it until they made it?

 This week’s outside five sigma (#107)  - All-optical networking history and MEMS switches

 SiPearl CEO Philippe Notton on Europe’s AI processors, chiplets, and semiconductor sovereignty  - Europe’s ambitions to strengthen its semiconductor ecosystem have brought renewed attention to companies developing homegrown computing technologies. Among them is SiPearl, a French fabless semiconductor…

 Deep physics, materials science enhance dielectrics, varactors  - A long quest for better dielectric for microwave varactors achieves promising results. The post Deep physics, materials science enhance dielectrics, varactors appeared first on EDN .

 Electronic Design Industry Rides Chip Wave, APAC Leads Q1 2026 Growth  - Chip design tools are cashing in: Q1 EDA revenue hit $5.7B as APAC surged 17.7% and hyperscalers went DIY. The post Electronic Design Industry Rides Chip Wave, APAC Leads Q1 2026 Growth appeared first on EE Times .

 Blog Review: July 15  - PCIe ATS verification; physical AI; adopting AI EDA; custom AMBA Viz plugins; V2G; fab construction workforce. The post Blog Review: July 15 appeared first on Semiconductor Engineering .

 JCET forecasts higher first-half profit on AI-driven chip demand  - China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending...

 Mitsubishi Electric Acquires HVAC Sales, Installation and Maintenance Companies of APAC and COMPAC Groups in Netherlands  - Expanding installation and maintenance strengths in Europe’s data center cooling systems market

 Cambridge Tech Week lines up speakers for deep tech event  - Cambridge Tech Week is finalising the roster of speakers for its 2026 programme, from the worlds of AI, security and finance. They range across founders, investors, academics, corporates and policymakers. For example, speakers lined up include Alice Delahunty, President, Electricity Transmission at National...

 China memory giant CXMT valued at US$85 billion in record Shanghai IPO  - Chinese DRAM maker is set to raise 57.9 billion yuan (US$8.5 billion), nearly twice the amount earmarked for its investment projects

 半導體設備銷售強 SEMI估連增5 2028達2,295億美元  - 國際半導體產業協會(SEMI)表示,人工智慧(AI)強勁需求驅動半導體製造投資,預期全球半導體製造設備銷售額可望連續成長5 ,至2028 將達到2295億美元規模。 SEMI指出,人工智慧加速更強大及更有效率晶片的需求,連帶推動半導體設備市場成長。半導體製造商投資先進邏輯、記憶體和封測產能,將推升設備支出持續增長。...

 Arteris Expands Partnership with Arm to Accelerate Semiconductor Cybersecurity  - Arteris hardware security assurance products are being extended across the Arm CPU IP portfolio, building on five years of collaboration. The post Arteris Expands Partnership with Arm to Accelerate Semiconductor Cybersecurity appeared first on Semiconductor Digest .

 力積電:成熟製程看旺 明 毛利率拚4成  - 力積電14 舉行法說會,董事長黃崇仁表示,AI帶動成熟製程復甦,供給持續吃緊,今 以來成熟製程代工價格持續調升,在供不應求下,明 不僅力積電,台灣成熟製程晶圓代工廠毛利率都可望突破4成。 黃崇仁表示,力積電藉3D AI Foundry、記憶體、成熟製程及矽光子等布局,逐步完成轉型,擺脫傳統成熟製程代工廠定位。...

 Making noise with a BANG, part 2: Software, integration and operating results  - If you periodically need to see the frequency response of a circuit, this easy, inexpensive project can help you out. The post Making noise with a BANG, part 2: Software, integration and operating results appeared first on EDN .

 IQE secures $14m production order with strategic global technology customer for AI and data-center markets  - Ongoing development supports next-generation datacoms technologies

 Crypto mining SoC unearths a need for custom IP  - Here is how the impact of custom cells can ripple through the SoC design flow, from tape-out and beyond. The post Crypto mining SoC unearths a need for custom IP appeared first on EDN .

 Bosch starts semiconductor production in US  - Bosch is beginning sample SiC IC production on 200 mm wafers at its first U.S. semiconductor factory, after finalising a $225 million Chips Act subsidy agreement with the U.S. Commerce Department. Bosch bought the fab – in Roseville, California – in ⁠2023 from TSI Semiconductors and has invested...

 Is x86 ready to ACE it? ...  - CPU designs must evolve to keep up with changing workloads. ...

 TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle  - Original Article By SemiVision Research [Reading time: 15 mins]

 Beyond Heisenberg: Scientists Discover a New “Space-Time Limit” in Quantum Physics  - Scientists have uncovered a hidden quantum limit that prevents an electron’s position and timing from ever being known with perfect precision. Quantum physics sets hard limits on what can be known about a particle. Werner Heisenberg’s uncertainty principle famously states that position and momentum...

 FAMU Students Gain Hands-On Semiconductor Training at UF’s Nanoscale Research Facility  - At the University of Florida’s Nonoscale Research Facility, the Florida Semiconductor Institute (FSI) hosted a group of eight students and one professor from the Electrical Engineering and Electronic Engineering Technology programs at Florida A&M University (FAMU) and Florida State University (FSU)...

 AI Server Makers are Under Strain, CASCI Data Shows  - [CASCI] Signs of deceleration at the assembly end, even as chip and component revenue growth accelerates at the start of the supply chain

 Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce  - TrendForce's recent memory pricing survey shows that more mature NAND process capacity is being shifted toward higher-value products like high-layer-count 3D NAND, leading to a significant shortage of MLC NAND supply. As a result, some industrial, automotive, and networking clients are considering switching...

 Researchers find clue to solving the 'electrical bottleneck' in semiconductors  - When the pathways through which electricity flows inside a semiconductor become blocked, device performance declines and power loss increases. A Korean research team has developed a new structure that could resolve this "electrical ...