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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

44h: STMicroelectron…TBD

6d: NXP Semiconduct…TBD

46m: Monolithic 3D-DRAM with Oxide-Semiconductor Architecture (imec, KU Leuven, Samsung, Lam)

53m: Globalfoundries Names Grant Mcewan General Manager Of Its Manufacturing Facility In New York

98m: Buying In Semiconductors On Iran Ceasefire Soap Opera, Earnings Hopium, And Korea

1¾h: Triflic Acid Market Growth to Accelerate by 2035 Amid Semiconductor Fabrication Expansion - News and Statistics

2¼h: Semiconductor compliance doesn’t end with the manufacturer

2¼h: Governor Hochul Announces the World’s Most Advanced Equipment for Semiconductor Chip Design Begins to Arrive at NY Creates’ Albany Nanotech Complex | Empire State Development

2¾h: Intel, KLA Corporation, Lam Research, Marvell Technology, and Micron Shares Skyrocket, What You Need To Know

2¾h: Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know

3h: Quest Global Recognized as a Leader Across Key Semiconductor Engineering Services Categories in ISG Provider Lens® 2026 U.S. Study

3h: AMD CTO: Europe’s AI opportunity lies beyond semiconductor manufacturing

3h: Tower Semiconductor (NASDAQ:TSEM) Shares Up 9.9% - What's Next?

4h: US Semiconductor Stocks For Tariff Driven AI Infrastructure Demand

4h: XFUNDS Launches DRMY, a New Semiconductor ETF That Sells Options for Monthly Income

4¼h: Air Products to build four ASUs in Taiwan tied to semiconductor expansion

4½h: Semiconductor technologies for sub-1nm chips ...

4¾h: AI Demand Leads to Blowout Results for These Semiconductor Giants

4¾h: Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry

5h: Marvell Stock Jumps As AI Infrastructure Spending Boom Powers Semiconductor Rally

5h: Semiconductor Work and the EB-2 NIW: Why the U.S. Treats This Field as a National Priority

5¼h: URochester launches first NY THRIVE partnership to accelerate semiconductor innovation

5¼h: Today on Texas Standard: Public investment fuels Texas semiconductor boom

5¼h: Taiwan Semiconductor Manufacturing (TSM) Could Be 16% Undervalued As Arizona Expansion Comes Into Focus

5¾h: Oregon consortium wins up to $160m for regional semiconductor development

6h: Why is Taiwan Semiconductor Manufacturing stock surging today?

6h: indie Semiconductor Stock Short Interest Rises to 32.2%

6¼h: Semiconductor ETFs Dominate Inflows; SOXX, SOXL See Over $2.1Bn in a Day - Invesco QQQ Trust, Series 1 (N

6¼h: SMH inflows spike as semiconductor stocks weaken, RenMac says (SMH:NASDAQ)

6½h: Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?

6½h: ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It

6½h: Gradiant Supports Landmark Semiconductor Manufacturing Expansion in Dresden

6½h: Mach42 Raises £7 Million to Advance AI-Powered Semiconductor Design Technology

6¾h: IQE lifts year-on-year growth forecast to 30%

7h: Texas’ bite of the microchip industry is growing thanks to public grants, incentives

8¼h: TSMC Plans To Raise Semiconductor Prices By 10% In 2027, Mature Nodes To Also Be Covered, Company Spokesperson Says The Decision Is “Not Opportunistic”

8¾h: Why Is Taiwan Semiconductor Stock Soaring Tuesday? - Taiwan Semiconductor (NYSE:TSM)

 Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry  - The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising

 Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience  - Fortinet’s purpose-built ASIC expertise and Intel’s semiconductor design, packaging, and manufacturing capabilities will drive greater security, scale, performance, and resiliency for organizations

 It’s RAINing RFID  - I must admit that I was tempted to title this column “ It’s RAINing RFID! Hallelujah! ” But then I thought you’d probably spend the rest of the day with the Weather Girls song rattling around in your head, so I decided against it. You’re welcome.

 Why TLVR Will Not Kill MLCCs—and May Accelerate the Shift to VPD  - Original Article By SemiVision Research [Reading time: 33 mins]

 Carbon Nanotube Firm Strengthens Executive Team to Build CNT Ecosystem  - Canatu stacks its C-suite to push CNTs into chips, cars, and diagnostics—watch how its new CEO plans to turn nanotube hype into yield. The post Carbon Nanotube Firm Strengthens Executive Team to Build CNT Ecosystem appeared first on EE Times .

 [News] AMD’s Helios AI Rack Challenges NVIDIA with HBM4 Memory Edge; Microsoft Joins as Latest Customer  - NVIDIA’s blockbuster Grace Blackwell and the upcoming Vera Rubin platforms are facing a direct challenger. As reported by CNBC, AMD is set to ship its first rack-scale AI system, Helios, later this year, with Microsoft becoming the latest customer to join Meta, OpenAI and Oracle. Microsoft said...

 Kimi K3展AI Agent潛力 IP廠受惠  - 中國大陸AI新創 之暗面(Moonshot AI)最新推出大型語言模型Kimi K3,近 因展示可在48小時內完成晶片設計流程,引發全球半導體產業高度關注。晶片業者指出,一顆晶片真正投片前,仍須完成DRC(設計規則檢查)、LVS(版圖與電路一致性驗證)、可靠度驗證及晶圓代工廠PDK認證等Signoff(簽核)流程,目前仍高度依賴新思科技(Synopsys)與益華電腦(Cadence)等EDA平台。...

 See Defacto Technologies at DAC 2026  - I have had the pleasure of working with Defacto Technologies for the past 10 years on SemiWiki and I am always impressed with their professionalism and ability to quickly address the challenges of complex SoC design.

 Siemens to Acquire Precision Innovations  - Siemens today announced that it has signed an agreement to acquire Precision Innovations Inc., a privately held electronic design automation software company. The post Siemens to Acquire Precision Innovations appeared first on Semiconductor Digest .

 We’re Squandering LEDs’ Potential to Save Our Night Skies  - Bad decisions have turned efficient technology into a driver of light pollution. There is a better way

 Adapter makes CarPlay connectivity wireless  - Bluetooth and Wi-Fi combine to untether smartphone-to-car connections…at least until the former’s battery drains, that is. The post Adapter makes CarPlay connectivity wireless appeared first on EDN .

 Jilin University achieves record 2DEG mobility for N-polar GaN/AlGaN heterostructures on SiC  - Reducing high-resistance GaN template MOCVD growth temperature increases carbon incorporation and reduces oxygen concentration

 [News] SK Group Chairman Says Abnormal Memory Prices Should Fall; AI Chip Demand Seen Up 60–100% Next Year  - The recent surge in memory prices has drawn comments from SK Group Chairman Chey Tae-won, who also chairs SK hynix, one of the biggest beneficiaries of the boom. According to ETNews, Chey, who also serves as chairman of the Korea Chamber of Commerce and Industry (KCCI), said current memory prices ar......

 Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis  - In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects. Key Topics: TSMC's...

 Harvard Scientists Turned a Silicon Chip Into a DNA Factory  - Harvard scientists have built a silicon chip that writes DNA using electricity and water, pointing toward a cleaner future for DNA manufacturing and biotechnology. Silicon chips have driven the computing revolution for more than 50 years. Now, researchers are finding new ways to use them in biology, including...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

49h: IntelTBD

25h: Texas Instrumen…TBD

6d: Amkor Technolog…TBD

 Nvidia shows off DLSS 5 with three AI modes for different levels of detail — upscaler can switch between models in real-time  - DLSS 5 gets a second showing with Nvidia opening up the upscaler to object-level tweaking for developers with three different models.

 Semiconductor technologies for sub-1nm chips  - Extreme ultraviolet (EUV) systems, volumetric printing, and 2D materials are all advancing for structures under 1nm in size for the…

 Gradiant Supports Landmark Semiconductor Manufacturing Expansion in Dresden  - Project completed three months ahead of schedule, supporting one of Europe’s most significant semiconductor manufacturing expansions. The post Gradiant Supports Landmark Semiconductor Manufacturing Expansion in Dresden appeared first on Semiconductor Digest .

 Zhipu shares surge 37% as firm builds giant data centre powered by Chinese chips  - The Chinese AI firm’s stock price has rebounded amid reports it has completed a 1-gigawatt computing centre using only domestic chips

 [News] Samsung Reportedly Targets 2026 CXL 3.2 Mass Production; SK hynix Advances New AI Memory Architecture  - As HBM and DDR approach their capacity limits for AI workloads, leading memory makers are turning to new technologies. According to Seoul Economic Daily, Samsung Electronics and SK hynix are each developing Compute Express Link (CXL) technologies to create a new memory tier for AI systems. HBM and ......

 Siemens EDA acquires SoC toolmaker Precision Innovations  - The acquisition aims to bring AI-driven chip planning to a much broader set of SoC design engineering teams. The post Siemens EDA acquires SoC toolmaker Precision Innovations appeared first on EDN .

 Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say  - South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure requirements of advanced memory manufacturing.

 Spin-valley-layer coupling with dual control via stacking and electric field in antiferromagnetic bilayer Janus YIBr  - The modification and enhancement of antiferromagnetic two-dimensional semiconductor is considered crucial for realizing novel electronic properties and facilitating promising applications. For this purpose, we investigate six antiferromagnetic 2D bilayer Janus YIBr structures with different stacking variations...

 Graph Transformer Speeds IC Interconnect Signal Integrity Analysis (Buffalo, Stuttgart, IBM)  - Researchers at the University at Buffalo, University of Stuttgart, and IBM Research published “SI-GT: Fast Interconnect Signal Integrity Analysis For Integrated Circuit Design Via Graph Transformers.” Abstract Excerpt: “In this paper, we propose Si-GT, a novel transformer-based model for fast and...

 Intel Bumps Xeon Memory Speeds  - Intel is doing the spec upgrade by opinion blog thing again, this time it is Xeon memory speeds. Read more ▶ The post Intel Bumps Xeon Memory Speeds appeared first on Semiaccurate .

 Robots in the news: What’s bigger now is focus on sensory bots  - Robotic sensing to double to $4.39B by 2032: SNS Insider

 Latest issue of Semiconductor Today now available  - For coverage of all the key business and technology developments in compound semiconductors and advanced silicon materials and devices over the last month

 A Century-Old Belief About Diamond Has Just Been Overturned  - Researchers have uncovered an unexpected electrical response in ultrathin diamond membranes, challenging a century-old assumption about the material. Diamond is renowned for resisting pressure, heat, chemicals, and wear. But researchers have now shown that, when made thin enough, it can also generate...

 High hardware costs see Red Hat offer a two-server edge rig, no mini-PC required  - Worries about ‘prohibitive cost of powering, maintaining, and deploying a third node’

 LLVM Divination of GFX1251’s Differences ...  - Hello you fine Internet folks, this article is a sequel to the Scrying the AMD GFX1250 LLVM Tea Leaves article where we are going to look at the differences between GFX1250 and GFX1251. ...

 Verifying Networks On Chip  - Challenges increase significantly with chiplets and coherency. The post Verifying Networks On Chip appeared first on Semiconductor Engineering .

 The World Cup, a Dumb Ball, and the Glory of Old Tech  - [Opinion] This year's ball-tracking technology uses decades-old chips and recycled designs. And, like the game, is absolutely beautiful

 [News] TSMC’s $265B U.S. Bet: “No Food Left on the Table” Despite 4-5x Higher Fab Construction Costs  - As Intel reportedly moves to bring 80–90% of Nova Lake compute tile production back in-house on its 18A process, TSMC is stepping up its U.S. expansion with advanced nodes including 2nm and beyond. The foundry giant added US$100 billion to its investment plan last week, raising its total U.S. comm......

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-5¾d: Taiwan Semicond…13%beat 🟢

 Monolithic 3D-DRAM with Oxide-Semiconductor Architecture (imec, KU Leuven, Samsung, Lam)  - Researchers from imec, KU Leuven, Samsung Electronics, and Lam Research published a technical paper titled “Optimization of 3D-DRAM Architecture with Oxide-Semiconductor Channel through Process and Device Simulation.” Abstract Excerpt: “We investigate a monolithically stackable OSC-based 3D-DRAM...

 Missing sense: Why physical AI can see everything and feel nothing  - The future of physical AI will be determined by whether machines can interact with the real world with the same confidence that humans do. The post Missing sense: Why physical AI can see everything and feel nothing appeared first on EDN .

 Whalechip Uses ChipAgents to Compress Root Cause Analysis into Minutes  - AI-powered platform identified four critical SoC bugs and helped prevent up to two weeks of potential development delays

 Nvidia shows off Vera Rubin platform for tokenmaxxing  - If your AI Factory sells tokens, why not optimize token emission?

 明 漲價?台積電:定價始終為策略導向  - 針對 媒報導台積電將於明 調漲先進製程與成熟製程晶片價格,台積電表示,不評論價格問題,但台積電定價策略始終是策略導向而非機會導向,會持續與客戶緊密合作以提供價值。 經亞洲(Nikkei Asia)今天引述多名消息人士的說法報導,為反映材料、製造設備以及新建海外晶片廠成本上升帶來的壓力,台積電已與客戶討論漲價事宜,預計於2027...

 IQE’s greater-than-expected £64m first-half 2026 revenue driven by InP demand  - Guidance for full-year revenue growth raised from more than 20% to over 30%

 Korea stocks falter as rebound fades amid Middle East risk and chip swings  - Semiconductor stocks held up relatively well. AMD rose 1.58%, Broadcom 1.98%, and Micron 1.94%, while the Philadelphia Semiconductor Index gained 0.60%.

 Policy risk over excess profit push drives foreign selloff in South Korea

 South Korea, Serbia Sign First Balkan CEPA

 Ettifos Wins Innovation Premier 1000 for V2X Semiconductor

 Ettifos wins Korea Innovation Premier 1000, accelerates V2X chip growth

 German Hidden Champions Control Semiconductor Supply Chain Bottlenecks

 Excess Profit Redistribution Debate Unnerves Korean Markets

 JPMorgan blames leveraged ETFs for KOSPI plunge, keeps 12,500 target for Korea

 ASML Offers 20,000 Euros Stock Grants to Retain Workers Until 2030

 Kimi K3's Memory Demand Boosts Samsung, SK Hynix

 Samsung compliance chief urges humility to public as bonus backlash grows

 Kimi K3 boosts memory demand, lifting prospects for Samsung and SK hynix

 Korea Exchange Mandates Prior Consultation for ETF Keyword Changes

 Korea Exchange curbs ETF keyword shifts, requires prior consultation

 Chinese AI Model Kimi K3 Shakes Big Tech's Economic Moat

 Kimi K3 jolts Korea stocks, puts big tech AI spend and earnings to test

 JP Morgan Links Kospi Decline to Leveraged ETF Deleveraging, Keeps 12,500 Target

 KOSPI Surge Triggers Circuit Breaker as Semiconductor Stocks Hit Bottom

 President Lee Jae Myung: Profit Allocation Not Labor Dispute

 Semiconductor Equipment Market to Hit 340 Trillion Won by 2028 on AI Investments

 AI boom drives semiconductor equipment to record 340 trillion won by 2028

 SEMI “AI 투자에 반도체 장비 시장 2028년 340조원… 역대 최대”

 KOSPI Rebounds to 6,640 on Low-Price Buying Demand

 Bargain hunters drive KOSPI rebound as foreign, institutional buying lifts Korea stocks

 President Lee Addresses Leverage Products: 'Peak Introduction Caused Market Illusion'

 South Korea's Leverage Rules Risk Amplifying Market Volatility

 KOSPI's 'Fear at 10, Promise at 2' Myths Debunked

 South Korea Exports Surge 52% Led by Semiconductor Boom

 Breaking: South Korea's Exports Hit Record $54.9 Billion on Semiconductor Surge

 Securities Stocks Plunge 40% Despite Record Earnings

 Semiconductor boom lifts South Korea’s early‑July exports to record high

 Foreign Investors' 160 Trillion Sell-Off Triggers Oversold Zone

 KOSPI Plunge Fuels Shift from FOMO to JOMO

 Google Develops Gemini-Optimized AI Chip for 10x Efficiency

 KOSPI Rebounds Then Falls Below 6,500 as Geopolitical Risks Persist

 NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27, Says TrendForce  - TrendForce’s monthly July NAND Flash update reveals that the NAND Flash market has remained undersupplied throughout 2026, driven by surging AI-related demand and limited capacity expansion.

 Chip Industry Technical Paper Roundup: July 21  - Near-memory HBM for LLM inference; processing-in-memory for 3D DRAM; SDV hardware abstraction; 3nm GAAFET SRAM self-heating and rad-hard; monolithic CMOS-photonic integration; quantum photonic chips; AI-driven thermal modeling for 3D photonic circuits. The post Chip Industry Technical Paper Roundup: July...

 DFI 6.0 Key Highlights of the Latest DFI Specification  - Explore Cadence IP here The DDR PHY Interface (DFI) protocol specifies the signals, timing parameters, and configurable options necessary for the transfer of command information and data across the DFI, facilitating communication between the DDR memory controller (MC) and the …

 Memory Bandwidth May Be the Most Overlooked AI Performance Metric  - Intel Xeon first to market with 8000 MT/s RDIMM support underscores why data movement is becoming a competitive differentiator.

 Windows Server Update Services buckle under Microsoft's metadata mountain  - Redmond has stabilized new installations, but existing deployments remain stuck in sync purgatory

 Researchers develop AI agent technology to automate semiconductor design verification  - A research team led by Hyun Oh Song, a professor in Seoul National University College of Engineering's Department of Computer Science and Engineering, in collaboration with Samsung AI Center, has developed "Rule2DRC," an ...

 China Has Not Won the Chip War—But It Is Changing the Battlefield  - Original Article By SemiVision Research [Reading time: 12 mins]

 Post-Quantum Cryptography Incorporated into SoCs via eFPGA  - Unlike hard-wired security engines, PQC algorithm mapped into eFPGA fabric claims to avoid costly silicon re-spins. The post Post-Quantum Cryptography Incorporated into SoCs via eFPGA appeared first on EE Times .

 Study highlights how micro-transfer printing can lead to advanced silicon photonics  - The rapid growth of artificial intelligence and related computing infrastructure has exposed the limited bandwidth of conventional electrical interconnects in integrated circuits as a major bottleneck to system performance. ...

 CEO Interview with Dr. Il Park of Primemas  - Dr. Il Park is the Founder and CEO of Primemas Inc. Prior to founding Primemas, he was Vice President at SK hynix where he led memory solutions, design innovation, and CAE. Prior to that he was the head of the SOC architecture development and engineering team at Samsung Electronics. Earlier in his career,...

 AI Is Not Omnipotent: Andrew Yao’s WAIC Speech on the Mathematical and Physical Boundaries of AI  - Original Article By SemiVision Research [Reading time: 3 mins]