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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

30m: Indie Semiconductor President to Retire

46m: Tool Exhaust Scrubber Systems Market Forecast Points Higher Toward 2035 Amid Semiconductor Fab Expansion

48m: Intel, Micron Among Winners as BofA Supercharges Semiconductor O

54m: Quantum Computing Completes Acquisition Of NHanced Semiconductors In Deal Valued At $73.1 Million

72m: Traders are loving this cheap way to make big bets against chip stocks

72m: Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom

75m: PSCT: 40% YTD Gain Driven By Small Cap Semiconductor Stocks (NASDAQ:PSCT)

91m: Posco opens rare gas plant for South Korean semiconductor market

1¾h: Nasdaq Plunges 2.4% as Global Semiconductor Sell-Off Sparks AI Valuation Concerns; S&P 500 Drops 1.5%

2h: LG Chem to invest $9.7 billion in semiconductor, robotics materials

2¼h: Quantum Computing Inc. Completes NHanced Semiconductors Acquisition

2¼h: Taiwan Semiconductor VP Trades $79K In Company Stock

2¾h: Infinity-Corrected Objectives Market Forecast 2026-2035: Growth Driven by Semiconductor Inspection and Automated Microscopy - News and Statistics

3¼h: Why is iShares Semiconductor ETF stock sliding today?

3½h: Innoscience: Its take on the Munich rulings

3½h: RF defense device market approaches US$3 billion by 2031

3¾h: 800V Platforms power next wave of EV growth

3¾h: Quantum Computing Acquires NHanced Semiconductors in Deal Valued at Up to $145 Million

4h: Synopex Sees Results From EV, Semiconductor and Kidney Investments

4¼h: Researchers find ‘trap’ hindering performance of hybrid perovskites

4½h: Qualcomm: The Coiled Spring Of The AI Semiconductor Market (NASDAQ:QCOM)

4¾h: GCT Semiconductor Repositions Connectivity Portfolio to Capture AI Edge Growth (GCTS)

4¾h: Quantum Computing Inc. Completes Acquisition of NHanced Semiconductors, Inc.

5¼h: In brief: M&G Catalyst, Temasek et al invest in semiconductor tech

5¼h: Taiwan Semiconductor, Primoris Services, Micron And Other Big Stocks Moving Lower In Tuesday’s Pre-Market Session

5¾h: S&P 500 Futures Decline in Premarket Trading; Primoris Services, Tower Semiconductor Lag

6¼h: Semiconductor Metrology Specialist Nearfield Instruments Secures $380M | Business | Jun 2026

6½h: GCT Semiconductor targets the wireless layer for real-time AI systems

7¼h: EU approves €76 million German state aid for cutting edge semiconductor facility

7¾h: Transforming Rail Travel: Škoda Group and Hitachi Energy’s Semiconductor business Partnership Driving Sustainable Mobility

 NVIDIA launches Vera Rubin platform for AI-powered supercomputing  - NVIDIA has unveiled its Vera Rubin accelerated computing platform, positioning it as a new generation of AI-enabled…

 Alixlabs launches beta APS platform for non-litho patterning  - Alixlabs has unveiled a beta tool for atomic pitch splitting (APS), a non-lithographic patterning step based on atomic layer etching.

 Samsung Electronics debuts UFS 5.0 for on-device AI, to mass-produce in Q4 Samsung Electronics said on the 23rd that it developed a memory solution applying the latest embedded memory standard from the  - Samsung Electronics said on the 23rd that it developed a memory solution applying the latest embedded memory standard from the semiconductor standardization body JEDEC, the UFS 5.0 interface.

 Samsung, SK expand chip cluster plans in Honam, Chungcheong amid mega investment The two companies are said to be considering a plan to build both memory

 Samsung

 LG Chem Invests 15 Trillion Won in

 Adel Clears KOSDAQ IPO Hurdle with Technology Ratings Amid a market rally driven by

 Adel wins tech grades, speeds KOSDAQ bid as FIs eye recovery in South Korea With an earnings-driven rally centered on

 LG Chem invests 15 trillion won to pivot to AI-driven high-value materials By business, the company plans to secure competitiveness in advanced packaging materials in the

 Retirement Pensions Shift to Investment Era, ETFs Lead -centric, recent purchases are partially shifting toward domestic

 KOSPI Plunges 10% in Historic Market Crash The correction was driven by profit-taking in

 NH Investment & Securities says Korea pensions shift from deposits to ETF-driven investing Recently, however, new inflows have concentrated in domestic index ETFs,

 Korea stocks plunge as tech selloff and ETFs spark record KOSPI drop indicator volatility is also benign, and there have been no sharp swings in interest rates or oil prices,” adding, “The cause of the correction is the release of profit-taking supply in large-cap

 Samsung Chairman Lee Jae-yong Inspects HBM Line on Birthday Samsung Electronics Chairman Lee Jae-yong inspected a

 KOSPI Plummets 4% on Foreign, Institutional Sell-Offs KOSPI index opened slightly higher due to mixed factors, including downward pressures from weak U.S. big tech stocks and market interest rate burdens, and upward pressures from a strong Philadelphia

 Foreign and institutional selling drives KOSPI below 8,800 in South Korea Securities researcher, said, “With downside factors such as weak U.S. big tech share prices and the burden of market interest rates mixed with upside factors such as strength in the Philadelphia

 President Lee Jae Myung Criticizes Mid-1,500 Won Rate President Lee concurred, “This is part of the normalization process, but the improvement in

 Lee keeps oil price ceiling to fight inflation in South Korea Lee also noted that the

 Minister Kim: Submarine Bid Faces NATO Strategic Choice The relocation of

 President Lee Unveils Growth Strategy Overhaul with Corporate Investments Industry sources suggest Samsung is considering an investment plan in the

 Samsung Unveils Industry-First UFS 5.0 for On-Device AI Samsung Electronics announced on June 23 that it has developed a memory solution applying the UFS 5.0 interface, the latest embedded memory standard from the

 Lee courts chaebol to unveil Korea regional investment push on 29 In business circles, there is talk that Samsung may invest in the

 Micron Partners with Anthropic to Expand AI Infrastructure Micron Technology, a U.S. memory

 AI Giants Gather in Beijing Amid US-China Sanctions SK Hynix also operated a standalone booth, showcasing

 Home price expectations climb third month straight The Bank of Korea attributed this to rising stock prices of domestic companies due to strong

 KOSPI Surpasses 9,000 as Trading Volume Declines Hwang Ji-woo, a researcher at SK Securities, explained, “The index rose as liquidity concentrated on a small number of memory

 OneStore's Bargain Sale to Nexus Shocks Employees An SK Square official said, “We will continue our strategy of selection and concentration focused on AI

 Beijing expo spotlights AI as US-China rivals push cooperation in supply chains SK hynix also opened its own booth and displayed

 Korea stocks climb as volume drops, concentration centers on Samsung, SK hynix Hwang Ji-woo, a researcher at SK Securities, said, “Inflows were concentrated in a few memory

 Housing Price Outlook Hits Five-Month High Anticipating that substantial performance-based bonuses from

 SK Square dumps One store to Nexus as union forms and job terms secured An SK Square official said, “We will continue a strategy of selection and concentration centered on the AI

 LineShine Debuts at No. 1 as the TOP500 Enters a New Global Exascale Era  - The 67th edition of the TOP500 list of the world’s most powerful supercomputers was announced today at the ISC 2026 conference in Hamburg, Germany. LineShine, a previously unlisted system installed in China, debuts at No. 1, displacing El Capitan as the world’s most powerful supercomputer as measured...

 Alibaba chip unit T-Head triples capital amid AI hardware bet  - First injection in over three years comes as Alibaba works on full-stack AI infrastructure, from its Qwen models to chips to cloud services

 [News] MediaTek Seen Raising Prices 10–20%, Reportedly Wins TPU v9 Orders on SerDes Shift  - Amid tightening supply conditions that have already prompted price hikes from memory makers and major CPU vendors, leading smartphone chip designer MediaTek is also moving in the same direction. According to TechNews, citing a customer notice, the company has acknowledged that it can no longer fully......

 From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion  - Original Article By SemiVision Research [Reading time: 14 mins]

 Why South Korea’s AI chip boom is a ‘serious concern’ for its economy  - Economists warn the narrow growth will leave sectors including construction, retail, services and small businesses struggling to keep pace

 Infineon partners with VinRobotics on humanoid robots development  - Infineon Technologies and Vietnam-based VinRobotics have signed a memorandum of understanding to collaborate on the…

 台灣半導體發展50 風雲》後2奈米時代 超摩爾競賽開打  - 2023 ,提出「摩爾定律(Moore's Law)」的英特爾共同創辦人Gordon Moore辭世,享耆壽94歲。這位半導體先驅於1965 預言,晶片上的電晶體數量約每兩 增加一倍,而運算能力持續提升、成本持續下降。此後近60 ,這條被奉為半導體產業聖經的法則,推動個人電腦、網際網路、智慧手機與雲端運算革命,也成為全球科技產業成長最重要的引擎。...

 Atom Probe Framework Tracks Phase Instability In Si-Doped Gallium Oxide (SUNY, Ohio State, LLNL)  - Researchers from University at Buffalo-SUNY, The Ohio State University, and Lawrence Livermore National Laboratory published a technical paper titled “Coordination-Sensitive Nanoscale Analysis of Defect-Driven Phase Transformation in Si-Doped (AlxGa1−x)2O3.” Abstract excerpt: “Defect-driven phase...

 This week’s outside five sigma (#104)  - Transfer Printed SiGe Driver with DVS-BCB

 The Secret Life of Computers  - A brilliant and fun exposition of the development of computer technology

 Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26  - TrendForce’s latest research reveals that structural tightening in mature-node DRAM supply is forcing consumer DRAM buyers to adopt legacy memory products to secure larger supply allocations. This has triggered a new wave of demand for procuring older-generation DRAM components, driving continued price...

 Will Your Chip’s Memory Work As Expected?  - How to ensure that memory is fully tested and repaired. The post Will Your Chip’s Memory Work As Expected? appeared first on Semiconductor Engineering .

 Japan’s Technology Paradox: World-Class Engineering, Weak Economic Growth  - Original Article By SemiVision Research [Reading time: 19 mins]

 Sponsored Content: Siemens’ User2User – How AI forms the future of Europe’s EDA industry  - The EDA industry faces major challenges: design complexity is constantly increasing, while products are expected to reach the market faster. At the same time, engineering departments are grappling with a talent gap, as fewer engineers are available. But challenges also bring opportunities. The EU Chips...

 The Spirit of the Tower In this era, when South Korea’s national power is rising due to  - In this era, when South Korea’s national power is rising due to semiconductor exports, one might consider whether chaebols could fund the restoration of the Nine-Story Pagoda.

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

62m: Intel's Stock Is Soaring. Is It Too Late to Buy?

65m: Update: US Equity Indexes Mixed Amid Mega-Cap Chip Rout

76m: Broadcom Stock Drops After Strong Earnings -- Time to Buy?

1¾h: Why Micron Stock Suddenly Crashed

1¾h: 3 Chip Giants Still Worth Buying Despite Massive Gains

2¾h: Jim Cramer on Rivian: “It’s Losing Too Much Money, Sorry”

2¾h: Jim Cramer Says “Intel’s Now My Favorite Stock in My Charitable Trust”

2¾h: Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring

3¾h: Qorvo (QRVO) Surges 3.6%: Is This an Indication of Further Gains?

3¾h: Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.

4¼h: Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip

4½h: Synopsys upgraded at Piper Sandler on Intel foundry momentum, Apple opportunity

4½h: Infrastructure Takes Center Stage for MaxLinear: What Lies Ahead?

4½h: Intel Corporation (INTC) Lagged Behind Tech Shifts

5¼h: US Equity Futures Fall Pre-Bell Amid Broad Tech Sell-Off, US-Iran Peace Negotiations

5¾h: Micron to report third quarter earnings amid sky-high demand from data centers

6h: The Biggest IPO in History Is Unraveling. Why SpaceX Stock Hasn’t Hit Bottom Yet

7½h: 2 Hypergrowth Artificial Intelligence (AI) Stocks Smart Investors Are Loading Up On

9¾h: This Is the Top Artificial Intelligence (AI) Chip Stock to Buy Right Now, According to Jim Cramer (Hint: It's Not Nvidia)

10h: Jim Cramer Discusses President Trump’s Big Intel (INTC) Announcement

 These are the best CPU cooler deals we found this Prime Day, up to 33% off — deals from Cooler Master, Arctic, Tryx, Corsair, and PCCooler for every budget  - As Amazon's Prime Day gets started, now's your chance to snag some awesome deals on CPU coolers. We have singled out options from across the board, highlighting the best offers at each price point. Arctic's Liquid Freezer III Pro is the stand-out deal at the moment, but you can't go wrong with any other...

 Geolocation equipment needs to evolve to fit market requirements  - Trackers are expected to provide geolocation information, both indoors and outdoors, while using many technologies without huge cost, writes Suman Thapa. Each year millions of trackers are deployed across industrial and consumer markets for an ever-growing number of use cases. However, a state-of-the-art...

 Increasing passivated AlGaN power  - Researchers report 1.7x Baliga figure-of-merit enhancement for transistor on sapphire substrate.

 Datacenters dip a toe back into waterborne computing despite obvious challenges  - Floating or sub-surface bit barns are all the rage, but unlikely to compete with multi-gigawatt sites

 Research Bits: June 23  - Redesigning high-NA EUV; embedded liquid cooling; light wavelength analysis. The post Research Bits: June 23 appeared first on Semiconductor Engineering .

 記憶體多空史詩對決!外資高喊漲到2028 空方大師卻示警「這時」見頂崩跌  - 【中時新聞網 郭宜欣】記憶體熱潮能夠延續多久,市場看法大不同,投資銀行集團Jefferies最新報告認為,全球記憶體價格漲勢可能超過市場預期,最快要到2028 才有機會改善,給予多頭一劑強心針。空方則強調,「江山易改,本性難移」記憶體產業難擺脫週期性,價格在2026...

 [News] SK hynix Reported Design Hiring Surge Tightens Chip Talent Market, Raises Samsung Concerns  - As next-gen memory tech like HBM, SOCAMM, and 3D NAND increasingly need stronger chip design and advanced packaging capabilities, SK hynix, according to The Elec, has launched an unusually large-scale recruitment of design engineers. According to the report, the memory giant plans to hire a tripl...

 AION Silicon: Architecting Smarter SoCs with RISC-V: Balancing Performance, Flexibility, and Risk  - As semiconductor complexity accelerates across AI, automotive, and edge computing markets, SoC architecture has become a critical determinant of commercial success. Modern silicon programs must simultaneously achieve aggressive performance-per-watt targets, support evolving workloads, and maintain manageable...

 Trust in the Age of Sovereign AI with Intel, Nvidia, and Red Hat  - Confidential Computing is emerging as a foundational technology for Sovereign AI.

 GlobalFoundries, Qualinx Put Europe’s Chip Sovereignty to the Fab Test  - GlobalFoundries and Qualinx deliver Europe's first fully secure chip supply chain. The post GlobalFoundries, Qualinx Put Europe’s Chip Sovereignty to the Fab Test appeared first on EE Times .

 Power Tips #154: Finding the thermal and current limits of high-power GaN devices through simulation  - Thermal resistance analysis and power-loss calculations form the theoretical foundation of thermal design. The post Power Tips #154: Finding the thermal and current limits of high-power GaN devices through simulation appeared first on EDN .

 SK Hynix Ends Samsung's 27-Year Market Cap Reign Amid a global AI investment boom, global  - Amid a global AI investment boom, global semiconductor demand has surged, and rising semiconductor prices have significantly boosted profits for both Samsung Electronics and SK Hynix.

 SK Hynix Surpasses Samsung Electronics in Market Cap Lee assessed that the expansion of Samsung Electronics’ and SK Hynix’s market cap shares is a natural phenomenon given the current

 Presidential Chief Kang Urges Excess Tax Revenue for Future Generations Presidential chief of staff Kang Hoon-sik said on the 22nd regarding the expected excess tax revenue due to the boom in the artificial intelligence (AI) and

 Cheong Wa Dae redirects excess tax revenue to future-focused investment Kang Hoon-sik, the presidential chief of staff, on the 22nd addressed expected excess tax revenues driven by a boom in artificial intelligence (AI) and the

 Security Industry Accelerates Quantum-Safe Solutions Amid Q-Day Threat However, once quantum computers are commercialized, sensitive information like military secrets and

 Korea and global tech race to deploy PQC as quantum threat nears when data was stolen through hacking, it was safe because it could not be decrypted, but once quantum computers are commercialized, the leak of sensitive information such as military secrets and

 SK Hynix Tops Samsung Electronics' Common Stock Market Cap for First Time The researcher assessed that, given the current

 Hynix tops Samsung in Korea as market flags bull run end risk The researcher assessed that, given the current

 SK Hynix Surpasses Samsung in Market Cap Amid growing expectations of a

 AI boom crowns SK hynix as Korea’s top stock while KOSPI hits record Surging

 Samsung Eyes Galaxy Z Fold 8 Price Increase However, recently, Apple CEO Tim Cook mentioned the possibility of product price increases due to the surge in memory

 Seoul Mayor Oh Se-hoon: Tax Hikes 'Not Last Resort, Shouldn't Be Used' to remarks made on the 20th by Kim Yong-beom, presidential chief of staff for policy, who argued that property holding and capital gains taxes should be strengthened to prevent liquidity from the

 Kospi Could Reach 10,000 or Plunge to 6,500, Analysts Warn Park Yeon-joo, head of the AI research center at Mirae Asset Securities, said, “The earnings momentum and valuation appeal of the

 SK Hynix Ends Samsung Electronics' 25-Year KOSPI Market Cap Reign has a diverse product lineup—SK Hynix is recognized for its high concentration in the

 SK Hynix Ends Samsung Electronics' 27-Year Market Cap Leadership This

 AI boom propels SK hynix past Samsung to top South Korea market cap Thanks to the ongoing

 Four Major Groups' Employment Drops as Coupang Overtakes SK While the

 Oh Se-hoon seeks meeting with President Lee over tougher property tax plan He added, “The presidential office’s policy chief argues that taxes should be strengthened to prevent liquidity from the

 Rebellions, CCK Solutions Partner on AI Full-Stack Ecosystem An NPU is a

 Rebellions and CCK Solution build Korea-focused full-stack enterprise AI An NPU is a

 Major Banks' SME Delinquency Rate Hits 10-Year High, Widening Gap with Large Corporations While large corporations are seeing improved performance due to the

 South Korea Exports Jump 60% to Record High By item,

 South Korea Exports Hit Record $62 Billion

 KOSPI Drops 1% Amid U.S.-Iran Tensions In the KOSDAQ market, secondary battery and biotech sectors are underperforming, but

 US-Iran tensions dent Korea stocks as KOSPI falls, KOSDAQ techs rise In the KOSDAQ market, secondary battery and biotech stocks are weak, but

 Donghak and Seohak Ants Drive KOSPI Rally With AI Focus Additionally, the top 15 ETF units net bought by individual investors since September last year were concentrated in

 Korea’s retail investors drive KOSPI, tilt to AI and may rotate to U.S. stocks Also, when looking at the top 15 domestic equity ETFs by net buying by individual investors since September last year, they were concentrated in

 IBK Securities Raises KOSPI Forecast to 8,000–11,000 on

 IBK Securities lifts Korea KOSPI target to 11,000 on

 Atom Computing and Nu Quantum target utility-scale quantum computing  - Atom Computing and Nu Quantum have announced a strategic collaboration aimed at tackling one of the biggest challenges…

 China’s MLCC suppliers eye Hong Kong capital as AI reshapes electronics supply chains  - Small, found in almost every electronic device and critical to AI servers, now the ‘rice of electronics’ is driving two Hong Kong IPOs

 Apple supplier Lingyi seeks US$1.1 billion Hong Kong IPO to fund AI and robotics push  - The Shenzhen-listed components maker is using a Hong Kong float to fund its push into AI servers, smart glasses and robotics

 CEO Interview with Mark Goranson of EMASS  - Mark Goranson is the Chief Executive Officer EMASS, a wholly owned subsidiary of Nanoveu, for which they serve as the semiconductor technology division. With more than 45 years in the global semiconductor industry, he has held senior leadership roles at companies including Intel, Freescale Semiconductor,...

 Wall Street Boosts Samsung, SK Hynix Targets ◇NVIDIA issues 25 billion dollars in corporate bonds…“Borrowing is cheaper” Another hot topic in the  - ◇NVIDIA issues 25 billion dollars in corporate bonds…“Borrowing is cheaper” Another hot topic in the semiconductor industry this week was NVIDIA’s massive corporate bond issuance.

 外資喊上3,500元!魏哲家一句話點燃多頭行情 台積電下周挑戰新天價?  - 【中時新聞網 鄭思楠】護國神山台積電股價再度站上歷史新高前哨戰!美股周四在半導體族群帶動下強勢反彈,台積電ADR大漲6.94%並改寫歷史新高,聯電、 光ADR也同步飆升,帶動市場期待台積電現貨下週一(22 )挑戰6 3 盤中2440元天價。除短線資金回流半導體外,台積電5...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 Return to the top: China’s LineShine beats US El Capitan in Top500 supercomputer rankings  - Built in Shenzhen, it regained the world’s fastest supercomputer crown for China since Sunway TaihuLight’s achievement in 2017

 Relationship between architecture and validation in system design  - In the architecture-validation loop, here is how system design influences risk in tightly coupled hardware systems. The post Relationship between architecture and validation in system design appeared first on EDN .

 SNUG India 2026: Synopsys Unveils First Multiphysics Fusion Tools Since Ansys Deal  - Synopsys debuts Multiphysics Fusion tools post-Ansys, unifying EDA and physics for advanced node and 3DIC designs. The post SNUG India 2026: Synopsys Unveils First Multiphysics Fusion Tools Since Ansys Deal appeared first on EE Times .

 The Chip Insider®– The HBM race  - Inside G. Dan Hutcheson’s latest briefing, AI becomes the next growth driver, as layered demand builds on prior platforms while HBM, market dynamics, and workforce limits shape the semiconductor outlook.

 From Production Lines to Foundry Leadership: A Career Across Malaysia and Taiwan  - What does it take to grow from the factory floor to a leadership role?Bob Thor’s journey across Malaysia and Taiwan shows how curiosity, resilience, and teamwork can shape a career in the ever-evolvin...

 How Samtec Blazes a Trail to 224/448 Gbps at DesignCon 26  - I recently covered what Samtec was doing at DesignCon 26 . Samtec has a tendency to dominate any show it attends in multiple dimensions. The prior post focused on the company’s contributions to the technical agenda and the high-profile experts in attendance. While all that is interesting and valuable,...

 From Battery Management to Motors - IDTechEx Covers EV Tech  - The electric vehicle market has been steadily growing in recent years as part of global efforts to reduce harmful emissions and increase the overall sustainability of road transport. Demand for individual vehicle parts including battery cells and motors has therefore ramped up as a result.

 美光與 Anthropic 宣布策略合作協議,共同擴展次世代 AI 基礎架構  - 合作範疇涵蓋記憶體與儲存 AI 系統架構設計、供應協議、企業級 AI 導入及策略性投資 愛達荷州博伊西, 2026 6 23 — 美光科技( Nasdaq: MU )今 宣布與 Anthropic 達成策略合作協議,合作範疇涵蓋記憶體與儲存 AI 系統架構設計、供應安排、美光內部導入...

 YMTC Holdings exits XMC as state-backed Optics Valley investor takes control  - China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin...

 Micron and Anthropic partner to advance next-gen AI infrastructure

 Samsung Electro-Mechanics rides Qualcomm's data center push into servers

 Trump signs executive order to accelerate US quantum tech leadership

 India reportedly plans to launch fresh chip incentive in fiscal 2027

 AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

 Infineon and InnoScience's GaN patent fight hardens market split

 Nearfield Instruments raises US$380M in record Dutch deep-tech funding round

 IBM and OpenAI partner to bring frontier AI to enterprise cyber defense

 Meta invests in India's CRED, taps founder Kunal Shah to lead WhatsApp

 SpaceX expands AI infrastructure business with US$6.3 billion Reflection AI deal

 Apple's global assembly partners hit by wave of ransomware, Tata Electronics latest victim

 Thailand approves semiconductor strategy, targets investment and talent growth

 SK Hynix Cheongju plant accidents raise HBM expansion safety concerns

 AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

 Wafer Works unveils golden triangle expansion to boost AI, optical, and SiC wafer capacity

 Commentary: Google defines AI path to ASI, validates chip boom

 High-end fiberglass cloth supply tightens; shortages to persist through 2027

 Midjourney launches full-body ultrasound scanner and plans wellness spas with aggressive scale targets

 LG Group execs visit Nvidia to expand physical AI and robotics ties

 Japan puts robotics at heart of US$2.3 trillion chip revival

 Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners

 Mildex Optical eyes new revenue from pet biosensor chip with mass production slated in 2H26

 MediaTek issues official price hike notice, products facing supply constraints likely to increase first

 Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map

 Taiwan OSAT sector's strongest 1H in years puts 2026 full-year revenue records in sight

 Network switches are evolving rapidly on a high-growth trajectory  - Network switches, the backbone of communications, are evolving rapidly with high growth driven by AI data centres. Port speeds are…

 ASML, TSMC and imec present 300mm integration route for industry-ready 2D-material-based transistors  - First scaled nFETs and pFETs with 50nm contacted poly pitch, patterned using EUV lithography

 Making Physical AI Safer: NXP and NVIDIA Collaborate on Robotics Safety  - XP and NVIDIA collaborate to make physical AI and robotics safer, scalable and ready for real-world use, combining safety, security and system design.

 PCIM 2026 Confirms Datacenter Power as the Semiconductor Industry's Most Pressing Challenge  - PCIM 2026 revealed why datacenter power architecture is becoming AI's next bottleneck, driving adoption of 800V DC architectures, GaN, and SiC technologies.

 Nvidia gets all agentic about supercomputing for scientific research  - Tireless AI agents could help scientists do research humans alone can't, says GPU giant

 EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.  - Key Topics: AI infrastructure evolutionServer and rack engineering innovationsAnalog components and power managementSemiconductor industry growth and GPU impactEnterprise and hyperscaler strategies for differentiationCooling technologies and hybrid solutionsNetworking and infrastructure for AI workloadsMulti-cloud...

 The Underdogs of Technology - Conductive Inks to Low-Loss Materials  - The processes behind many modern technologies are underpinned by the advanced materials responsible for their function, including conductive inks, advanced coatings, and low-loss materials.

 Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure  - Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption and a strategic investment BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage

 [News] SanDisk Goes Beyond HBF: Patent Bonds Processor onto NAND Tile, with HBM Stacks on Shared Interposer  - While SanDisk is speeding up the development of High Bandwidth Flash (HBF), a next-generation architecture that vertically stacks NAND, the company is also advancing additional memory concepts aimed at addressing structural capacity constraints. According to a U.S. patent (US 12,430,274 B2) filed...

 Cook Says Apple Plans Price Hikes  - Outgoing Apple chief executive Tim Cook says price increases 'unavoidable' due to 'unsustainable' surge in memory costs

 Hongkang ramps silicon photonics testing investment with first system due in August  - Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics....

 YMTC NAND share rises to 13%, alarming South Korean rivals

 Intel-Nvidia co-developed PC processor to reportedly debut at CES 2028

 Intel and AMD unveil ACE in x86 counteroffensive against Arm

 Toto reportedly bets bigger on semiconductor materials as AI pushes industry toward 1nm era

 China bars govt purchases of products from 46 US firms

 Global suppliers race accelerates: TSMC's first CoPoS demo tools enter validation

 China places 10 US entities on export control list, restricts dual-use exports

 Analysis: BYD's robotics ambitions ignite new battleground with startups

 Weekly news roundup: Micron CEO turns visa rejection into US$1 trillion milestone; Taiwan LED makers look beyond lighting

 Microsoft considers DeepSeek as OpenAI costs mount

 Samsung sees ongoing SoC losses drag down System LSI's 2026 performance

 ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion

 Tongtai expands aerospace, AI and semiconductor push under new board

 FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push

 Google co-founder says AGI's missing piece is the physical world, not language

 Taiwan AI delegation pivots to end-to-end solutions at VivaTech to tap European demand

 Robot batteries diverge from EVs as A-PRO backs swap systems

 Interview: MetaComp on its KYA framework and the agentic future of finance

 MSScorps expands Taiwan investment again for silicon photonics

 India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

 台積28奈米大減產!聯電、世界先進喜迎轉單潮  - 台積電製程布局加速汰舊換新,據供應鏈指出,台積電28奈米主要生產基地Fab 15A 產能投片規模相較 初減少逾25%。晶片業者推測,台積電規劃更多28奈米產能支援Interposer(中介層),淡出低毛利訂單,部分客戶將尋求聯電、世界先進協助。...


I would not have let you hurt my friends. -Chani