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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

5¾d: AmsTBD

-6½d: STMicroelectron…6.9%beat 🟢

-24h: NXP Semiconduct…TBD

5½d: Tower Semicondu…TBD

20h: X Fab Silicon F…TBD

12m: ChipAgents Expands Series A Funding to $134M as Demand Grows for Agentic AI in Semiconductor Design

85m: Semiconductor Crash: 3 Stocks to Buy Now While They Are Still on Sale

2¼h: Semiconductors And Enterprise Technology Drive Order Flow Activity

2¼h: Litho Booster 1000 Enables Highly Accurate Overlay Correction in Wafer-to-Wafer Bonding Processes for 3D Semiconductor Structures

2¼h: Nova slides as semiconductor selloff outweighs recent company momentum

3h: Muse Semiconductor and True Circuits Launch PLL IP Access Program for Universities at Low Cost

3½h: TTM Technologies Falls as Semiconductor Selloff Appears to Pressure Shares Ahead of Earnings

3¾h: Cost to insure AI debt reaches record high amid Asian semiconductor tumble

4h: Aeluma to get $30m in CHIPS funding

4¼h: CRC strengthens leadership and expands internationally to meet growing demand in semiconductor, photonics and life sciences industries

4½h: ChipAgents Expands Series A To $134 Million To Scale Autonomous Semiconductor Design Platform

5¼h: Why KOSPI And The Semiconductor Sector Is Crashing (NASDAQ:SOXX)

5½h: Semiconductor stocks are going up in smoke. But the S&P 500 is holding strong.

5½h: Update: Market Chatter: Taiwan Semiconductor Manufacturing, Toyota Operations Hit by Japan Earthquake

5½h: Sony Semiconductor Manufacturing halted in Kumamoto Prefecture

5¾h: Wolfspeed Adds Semiconductor Veteran Andy Mattes to Board of Directors

5¾h: Applied Materials Stock (AMAT) Opinions on Semiconductor Sell-Off and Insider Activity

6h: ChipAgents Expands Series A to $134 Million as Semiconductor AI Adoption Accelerates

6h: SK Hynix stock rout shines light on this stunning semiconductor stock reality

6¼h: The future of semiconductors has a new home: Purdue and Taiwan forge partnerships for the industry’s next chapter

6¼h: Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today

6½h: Can Taiwan Semiconductor Manufacturing (NYSE:TSM) Trade At A Discount After Heavy Spending?

6¾h: NXP Semiconductor: A Solid Q2, And Improved Q3 Guidance Reiterates The Bull Case (NASDAQ:NXPI)

6¾h: Exploring Analyst Estimates for ON Semiconductor Corp. (ON) Q2 Earnings, Beyond Revenue and EPS

7¼h: Semiconductor Forecasts – AI Stocks Test Support Ahead of Fed

7½h: Renesas sues Navitas over trade secrets

7½h: Navitas CEO makes robust response to patent lawsuits

7½h: Navitas announces 22% growth in Q2 2026

7½h: GigaDevice Semiconductor's Chairman Proposes A-Share Buyback, Plans Stake Increase

7¾h: Wolfspeed Strengthens Board With Appointment Of Semiconductor And Technology Executive Andy W. Mattes

7¾h: Wolfspeed adds semiconductor veteran Andy Mattes to its board

7¾h: Wolfspeed Strengthens Board with Appointment of Semiconductor and Technology Executive Andy W. Mattes

8h: ChipAgents Expands Series A Funding to $134 Million as Demand Grows for Agentic AI in Semiconductor Design

8h: Department of Commerce Announces Letters of Intent With 7 Companies for $874 Million to Accelerate Semiconductor R&D for the Compute Supply Chain

8¼h: TER: Record revenue and earnings growth fueled by semiconductor and AI demand, with strong outlook

8½h: Logitech shares slide after semiconductor supply shortage

8½h: 44-year-old RTP firm faces crisis: Raise $50M or fold

8¾h: UNISERS: Interview With CEO Chuck Milligan About The Semiconductor Metrology Company

8¾h: Littelfuse Q2 revenue beats estimates on semiconductor demand; lifts dividend

8¾h: Price to earnings forward of MAXONE SEMICONDUCTOR SUZHOU CO LTD – SSE:688809

9h: What's that large office campus going up in Scottdale along Loop 101?

 Accelerating the shift to next-gen SDVs with zonal MCUs  - Zonal MCUs deliver the performance, reliability, and flexibility required for next-gen SDVs. The post Accelerating the shift to next-gen SDVs with zonal MCUs appeared first on EDN .

 Precision makes headlines, productivity wins markets  - Five immersion scanners this year, twenty next year. Speculation about an imminent wave of Chinese lithography systems is causing turbulence in the stock market. In the industry itself, however, there’s little reason for alarm.

 Kim Yong-beom: AI Revolution Real Amid Market Volatility  - He also mentioned the impact of the ‘ semiconductor shock’ from China.

 Semiconductor Factories Built to Withstand Earthquakes

 Emergency F4 Meeting Called as Stocks Plummet Two Days

 F4 convenes emergency meeting as South Korea stocks plunge for second day

 Foreign selling and leveraged ETFs batter South Korea stocks, erase 3,000t won

 Hyundai Mobis Exceeds Order Target by 23%, Accelerates Global Expansion

 Hyundai Mobis tops order goal and accelerates global expansion with EV tech

 KAERI, SK Hynix Expand Semiconductor Radiation Testing Cooperation

 Gwangju Military Airport Site Designated Semiconductor Complex Candidate

 Samsung Electronics and SK Hynix Plunge 10%, Sparking Retail Investor Panic

 Semiconductor slump triggers retail panic as Korea stocks plunge

 South Korean Stock Market Loses 3,000 Trillion Won Amid Foreign Selling, ETF Volatility

 Samsung C&T trading unit lifts Q2 profit 77.5% on steel, chemical gains

 Earthquake Tests Japan's Kyushu Industrial Cluster

 Major quake tests Japan’s Silicon Island, disrupts chip and auto hubs

 Korea’s retail investors ditch apps and seek solace as markets plunge

 Financial Services Commission Considers Restricting Single-Stock Leveraged Products to Professional Investors

 Financial Chiefs Acknowledge Responsibility, Tighten Leveraged Product Rules

 Kumamoto Earthquake Triggers Semiconductor Facility Inspections

 Kumamoto quake spurs chipmakers to halt, inspect as supply chain braces

 Investors Demand Delisting of Samsung, SK Hynix Leveraged ETFs Amid Losses

 SK Hynix Generates 62 Trillion Won From Kioxia Stake Sale

 KOSPI, KOSDAQ Trigger Sell-Side Circuit Breakers on Sharp Declines

 Apple Launches Device Leasing, Hits $5 Trillion Market Cap

 Retail dump sinks South Korea stocks as chip rout deepens despite SK hynix beat

 Semiconductor shocks drive South Korea to eighth market circuit breaker

 SK hynix advances 2027 HBM talks as DRAM rally shapes pricing strategy

 Citibank: Korean Individual Leveraged Losses Hit 56.2 Trillion Won

 Bank of Korea Governor Stresses Continued Interest Rate Hikes

 Shin Hyun-song backs further rate hikes as Korea weighs inflation and growth

 SK hynix counters memory peak fears, doubles down on AI and HBM growth

 Kim Yong-beom urges Korea to counter China chip shock and ETF-driven volatility

 Kim Yong-beom: Global Volatility Not Unique to South Korea

 SK Hynix's AI Server Memory Fuels Record Profit

 SK hynix posts record profit as AI-fueled memory demand surges in South Korea

 SK Hynix Q2 Profit 60.5 Trillion Won, Record but Misses Expectations

 Qualcomm Chips Dominate Samsung's New Foldables and Smartwatches

 KB Securities flags KOSPI correction, signals V-shaped rebound in South Korea

 KOSPI Decline Excessive, Driven by Sentiment and Supply: Analyst

 Sentiment and flows drive Korea stock slump despite solid chip exports

 OpenAI: KI-Agenten griffen bei Hugging-Face-Angriff auf vier weitere Dienste zu

 Aehr’s quarterly revenue grows 33% year-on-year to $18.8m  - Record quarterly bookings of $60.7m and $100m effective backlog to drive 160–200% growth in fiscal 2027

 Phantom-powered solid-state linear airflow sensor  - Self-heated Darlingtion transistor pair linearly senses airflow using just two wires for both power in and signal out. The post Phantom-powered solid-state linear airflow sensor appeared first on EDN .

 DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity  - Apacer warns DRAM allocations to module makers could fall below 30% of 2026 levels as AI demand tightens supply and pushes memory prices higher.

 Spotlight on Bright Minds: Meet Nemo Zhao, Data Engineer at NXP  - Discover how NXP interns contribute to real-world technology projects, develop new skills, and gain hands-on experience through meaningful work.

 Beyond Human Intuition: Algorithms Create Foundry-Ready Photonic Circuits  - Photonic microchips can process data at extremely high speeds and are embedded in a wide variety of today’s technologies. Researchers at the Max Planck Institute for the Science of Light (MPL) and Harvard University have now succeeded in developing three functional components for such chips that are...

 Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme  - A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million

 One Key to Secure Them All: RW610FML: Engineered for Performance, Scalable Wi-Fi 6 and Bluetooth LE Combo Module  - NXP introduces the RW610FML—a compact and high-performance certified wireless connectivity module based on NXP’s RW610 Wi-Fi 6 microcontroller (MCU).

 Quadric Extends Series C to $46 Million as Edge AI Demand Accelerates  - Quadric has extended its Series C financing to $46 million through a second close led by the International Finance Corporation, the private-sector investment arm of the World Bank Group. The transaction raises Quadric’s total capital secured to approximately $90 million and strengthens its ability to...

 IonQ Receives Regulatory Approval to Complete Acquisition of SkyWater Technology  - Combination Creates the Only Vertically Integrated Full-Stack Quantum Platform Company SkyWater Will Continue to Serve Customers as a U.S.-Based Semiconductor...

 Reconfigurable AI device preserves long-term memory while acoustic waves reset short-term signals  - A research team led by professor Il Jeon of the Department of Nano Engineering and the Sungkyunkwan Advanced Institute of Nanotechnology (SAINT) at Sungkyunkwan University, including Dr. Sihyeok Kim and Dr. Jang Woo Lee, ...

 [News] China’s Lens, BOE Advance Glass Substrates as Taiwan’s Supply Chain Prepares for TSMC’s CoPoS  - Competition in glass substrate-based advanced packaging is intensifying across the semiconductor industry. According to Central News Agency, China is accelerating investment in glass substrate-based advanced packaging, while Taiwan is stepping up efforts to strengthen its competitiveness by integra......

 [News] China Reportedly Mass-Produces Immersion DUV Tools; SMIC, Hua Hong, CXMT Deliveries Expected This Year  - China's progress in critical chipmaking equipment may be accelerating faster than anticipated. According to Tom's Hardware, citing The Information, a state-backed manufacturer in Shanghai has reportedly started mass-producing immersion DUV lithography machines, with the first systems expected to be......

 OpenAI's IPO Filing Meets a Hugging Face Breach as AMD Claims 75% Hyperscaler CPU Share  - OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, a wave...

 EP 185: AMD Advancing AI, Intel Earnings and WFE Demand  - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where they discuss CEO Lisa Su’s performance, the technical details of the Helios rack-scale architecture, and AMD's strategic fit for inference...

 Low-temperature technique grows crystal-aligned semiconductor films  - Building next-generation semiconductors and low-power electronic devices requires precisely stacking materials with different functions. In this process, it is essential to preserve each material's intrinsic properties, as ...

 TSMC raises 2026 capex to as much as $64B  - TSMC has increased its 2026 capital expenditure budget to 60-64 billion dollars, up from the previously indicated 52-56 billion dollars, citing stronger-than-expected structural demand for AI and high-performance computing.

 Exotic Quasiparticles Promise Next-Gen Interconnects  - New materials grow more conductive as they get smaller, not less

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

-6d: Intel200%beat 🟢

6¾d: GlobalfoundriesTBD

-24h: Skyworks Soluti…58%beat 🟢

-7d: Texas Instrumen…12%beat 🟢

5d: ON Semiconducto…TBD

-24h: Qorvo-38%miss 🔴

-48h: Amkor Technolog…-53%miss 🔴

1¾h: Why Micron Stock Dropped Again Today

2½h: Intel Stock Is Up 124% This Year and AMD Is Up 100%: Is the NASDAQ Correction a Take-Profit Signal?

3½h: Intel Continues to Get Pummeled: Why One Analyst Maintains His Conviction That 130% Gains Will Come

3¾h: Amphenol's Q2 Earnings Beat Estimates, Revenues Rise Y\/Y

3¾h: KLAC Q4 Earnings Beat on AI Demand, Revenues Increase Y\/Y

4h: Varonis Q2 Earnings Surpass Expectations, Revenues Rise Y\/Y

4h: NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Rise Y\/Y

4¾h: SWKS Q3 Earnings Beat on Broad Markets, AI Data Center Growth

4¾h: Corning (GLW) Crashed 20% Despite 32% Optical Growth. Should Coherent (COHR) Investors Worry?

5¼h: Seagate Stock Rises After Blowout Earnings Fueled by AI Demand

5¼h: Better Artificial Intelligence (AI) Memory Buy: Micron Technology vs. Sandisk After the July 2026 Sell-off

5½h: Micron Revenues Could Triple Again By 2030. Here’s the Math.

5½h: Does Sandisk Stock's Recent Sharp Sell-Off Offer a Buying Opportunity?

5½h: Sandisk Sinks 54% in July. The S&P 500’s Biggest Loser Is Still Up 2,000%.

5½h: China's CXMT IPO Jolts U.S. AI Memory Stocks: Is the Panic Justified?

6h: Western Digital (WDC) Reports Next Week: Wall Street Expects Earnings Growth

6h: GlobalFoundries Inc. (GFS) Earnings Expected to Grow: Should You Buy?

6h: Micron Stock Is Getting Hit After SK Hynix’s Fumbled Earnings Moment

6¼h: Micron's CEO Just Made a $37 Million Move

6½h: Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today

 Everspin Technologies 64Mb STT-MRAM Selected by Astro Digital for Raven Bus GEO Satellite Mission  - Everspin PERSYST MRAM will serve as primary fail-safe memory for the satellite’s system boot process CHANDLER, Ariz.--(BUSINESS WIRE)--Jul. 29, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM)…

 HRL demonstrates a silicon quantum processing unit that runs error correction with all its control electronics housed inside the cryostat  - Quantum computers are more than just qubits. To operate at scale, they require control systems that are as manufacturable and precise as the qubits themselves. Published in Nature, HRL’s quantum processing unit integrates its control hardware inside the cryostat with a digitally programmable custom...

 Intel’s U.S. Advanced Packaging Enables Next-Generation AI Semiconductors  - How Intel Foundry uses Foveros stacking, EMIB silicon bridges, and EMIB-T to scale chiplets, bypass the reticle limit, and power massive AI workloads.

 Skyworks and Qorvo announce expected leadership team for combined company  - Skyworks’ Phil Brace to be CEO; Qorvo’s president & CEO Bob Bruggeworth to join board

 Physics modelling cracks the code for thermal mechanics  - DAC 2026: Among the start-ups at this year’s conference, Vinci was one of the most progressive, with a physics-bsed AI software platform for predictive hardware design. The company introduced its […] The post Physics modelling cracks the code for thermal mechanics appeared first on Electronics Weekly...

 Australia capital markets ride AI deal wave as cloud startups target listings  - Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4 million in the first half of 2026, up from US$10.6 billion in the first half of 2025, according to Bloomberg . This growth has been driven in part by investors seeking exposure...

 TDK and LG Innotek form partnership on physical AI sensors

 Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

 AI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI

 SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

 ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

 Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn

 Moonshot AI's Kimi K3 secures Day 0 support from Alibaba Cloud, Huawei Ascend

 China chip substitution accelerates as chill effect looms

 China's first home-grown immersion DUV production reveals real test beyond prototypes

 Corning bets on SiPh and CPO to drive AI data center growth

 NXP sees physical AI entering a decade-long adoption cycle

 Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

 US blocks new foreign-made robots and power inverters in AI security crackdown

 NXP finds new AI data center role beyond GPUs

 SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan

 SK Telecom bets on AI infrastructure to regain core status in SK Group

 Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand

 Non-core parts makers delay Southeast Asia capex as China-US tensions ease

 AI, memory clients lock in long-term orders for Leading Technology

 Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain

 China rejects US AI model theft claims, says American firms distill Chinese models too

 ADLINK expands robotics portfolio, targets 10% revenue share by 2028

 Core Scientific and AMD joing forces to boost AI infrastructure

 OpenAI expands Dublin hub with 250 jobs and larger office lease

 Powertech posts record second-quarter revenue and targets a 2026 sales high

 Adata profit surges tenfold on memory shortages and AI demand

 From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

 OpenAI plans to test first hardware device in South Korea

 Taiwan detains Nvidia manager as AI server smuggling probe widens

 SK Hynix sees record-breaking 2Q on surging AI demand

 In-depth: why China's 2026 tech breakthroughs look like a generational harvest

 Thailand drops land bridge plan after review flags weak returns and environmental risks

 [News] Chinese Advanced Packaging Firms Kicks-Start a New Round of Capacity Expansion  - China is witnessing a fresh wave of investment in advanced semiconductor packaging, with a series of expansion projects targeting AI computing, automotive-grade chips, and next-generation memory technologies. According to incomplete statistics, nearly ten major advanced packaging projects have be...

 Microchip Acquires Edge AI Chip Startup Hailo  - Return to playbook for the acquisition-driven embedded giant. The post Microchip Acquires Edge AI Chip Startup Hailo appeared first on EE Times .

 SK Hynix Sales and Profit Miss, Bears Roar  - SK forecasts full-year capex to rise as much as 80% to high 40 trillion won range

 Nvidia CEO Jensen Huang meets US officials as scrutiny grows over China chip access  - Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models

 Nanoreactor Mimics Living Cells To Supercharge Artificial Photosynthesis  - A biomimetic nanoreactor combines cellular design principles to produce hydrogen peroxide efficiently under visible light. Inside a hollow nanoscale structure, researchers have recreated two strategies that living cells use to control chemical reactions. The resulting CdS@polydopamine nanoreactor offers...

 Why analog anti-tamper security IP is crucial in the PQC era  - While PQC secures cryptographic algorithms, analog anti-tamper IP protects the physical implementation of those algorithms. The post Why analog anti-tamper security IP is crucial in the PQC era appeared first on EDN .

 Everspin Technologies to Present at the Oppenheimer 29th Annual Technology, Internet & Communications Conference  - CHANDLER, Ariz.--(BUSINESS WIRE)--Jul. 28, 2026-- Everspin Technologies Inc., (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 Insight: GenAI Assistants and the Premium Car Buyer: Why Spend Outpaces Preference  - Premium vehicle owners are adopting Generative AI assistants at more than double the rate of Non-Premium owners, and they are more willing to pay for the privilege at every price point tested. Yet when forced to weigh AI against nine other in-vehicle technologies, Premium owners' preference for it, while...

 Chip Industry Technical Paper Roundup: July 28  - HW methods to throttle AI; M3D DRAM; interconnect signal-integrity analysis; 3D mask effects in high/hyper-NA EUV litho; compute-in-interconnect and memory; NbAs nanowire interconnects; and 3D conformal thin-film patterning. The post Chip Industry Technical Paper Roundup: July 28 appeared first on Semiconductor...

 Schurter buys majority stake in Biaodi  - Schurter has bought a majority stake in Biaodi, the Wuhan, China-based of developer of high‑voltage circuit protection products for electric vehicles and new energy applications. “Biaodi fills key gaps in […] The post Schurter buys majority stake in Biaodi appeared first on Electronics Weekly ....

 Cadence’s Agentic AI Design Vision Takes Center Stage at DAC  - Explore Cadence IP here AI infrastructure demands are changing what semiconductor design must solve. The challenge is no longer only about creating faster silicon; it is about designing complete systems where silicon, advanced packaging, PCB, power delivery, thermal behavior, and …

 Made in America, Built by Taiwan: Inside Trump’s New AI Superchip Supply Chain  - Original Article By SemiVision Research [Reading time: 12 mins]

 Global Thinking  - BEFORE long, every British manufacturer of electronic products will be faced with a key decision: to extend his horizon to global limits or accept the probability of being dangerously crowded […] The post Global Thinking appeared first on Electronics Weekly .

 Close but Not Quite  - It's not the end of this washout.

 NVIDIA HGX B300 Benchmarking for AI Infrastructure  - Access TechInsights' NVIDIA HGX B300 benchmarking analysis to evaluate AI infrastructure performance, power, thermal behavior, and multi-GPU scaling.

 The security imperative for software-defined vehicles  - The automotive industry has undergone a major transformation, shifting from traditional hardware-centric vehicles to software-defined vehicles (SDVs). Unlike conventional cars, Continue Reading The post The security imperative for software-defined vehicles appeared first on EDN .

 The American Dream  - 69% of those interviewed by Gallup in the beginning of the year say that they will achieve it in their lifetime. This is in contrast, though, to 54% saying that […] The post The American Dream appeared first on Electronics Weekly .

 HBM is the Ugly Baby: What Now?  - Innovations in memory architecture will save the day.

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-44h: SK Hynix85%beat 🟢

-43h: Foxconn Technol…TBD

-20h: Samsung Electro…TBD

-19h: United Microele…TBD

5h: ASE IndustrialTBD

5h: InnoluxTBD

 Insight: Navitas and Magnachip Partner to Scale Ultra-High-Voltage SiC  - Navitas Semiconductor and Magnachip Semiconductor have announced a strategic partnership to accelerate the adoption of high-voltage (HV) and ultra-high-voltage (UHV) silicon carbide (SiC) power technologies. Under the agreement, Magnachip will license Navitas’ GeneSiC™ Trench-Assisted Planar (TAP)...

 Physical AI Isn’t Just Bigger AI; It’s a Systems Architecture Challenge  - Physical AI wins by fusing sensors, edge compute, and feedback loops. Learn why systems, not TOPS, matter. The post Physical AI Isn’t Just Bigger AI; It’s a Systems Architecture Challenge appeared first on EE Times .

 Synopsys unveils autonomous workflows agents  - One the first anniversary of its acquisition of Ansys, Synopsys demos autonomous design verification agents for EDA and CAE (computer aided engineering) design. The agents have been developed with Nvidia, […] The post Synopsys unveils autonomous workflows agents appeared first on Electronics Weekly...

 熊本強震後續 台積電JASM廠房結構安全、熊本二廠恢復施工  - 台積電(2330) 本熊本廠地震影響持續受到市場關注。台積電29 更新說明,位於熊本的 本先進半導體製造公司(JASM)晶圓廠,供水、電力及工安系統均維持正常運作,原物料供應無虞;由於此次地震震幅較大,生產設備檢查與校正預計需要一定時間,公司已調派資源支援,並持續與客戶密切溝通。...

 The ESP32 Gets a Web Browser  - At the Hackaday Europe conference in Italy earlier in the year, we were shown a rather interesting device. The work of [Alun Morris], it was an ESP32-powered Cheap Black Display …read more

 Nanoseconds Matter: The Critical Role of Timing in High Frequency Trading  - Behind every fast trade is a hidden layer of precise timing. Explore how accurate synchronization supports today’s electronic and high‑frequency trading systems, helping events to be recorded correctly, systems to stay aligned and performance goals to be met.

 [News] Samsung Electro-Mechanics Lifts MLCC Prices 30% Starting Aug. 1; Taiyo Yuden Reportedly Eyes Sept. 1 Hike  - Samsung Electro-Mechanics has notified customers of a new round of MLCC price increases. According to TechNews, the price adjustment applies to all MLCC products under Samsung Electro-Mechanics' Markup Business Code, with prices set to increase by 30% from current levels. The new pricing will apply ......

 From Co-Packaged Optics to Nanolasers: Photonics Moves Inward  - CEA-Leti, Scintil Photonics, and NcodiN show how optical interconnects are moving from data center racks toward co-packaged optics and chiplet-level communication. The post From Co-Packaged Optics to Nanolasers: Photonics Moves Inward appeared first on EE Times .

 Blog Review: July 29  - Rethinking AI compute; DFI 6; 3D-IC reliability; local AI in browser; surface prep and cleaning. The post Blog Review: July 29 appeared first on Semiconductor Engineering .

 Millions of Books Are Being Destroyed to Train AI—What Could Be Lost Forever?  - Original Article by SemiVision Research [Reading time: 9 mins]

 To Blink or Not to Blink? A New Criterion to Quantify Luminescence Blinking  - Colloidal semiconductor quantum dots are promising materials for numerous applications due to their tunable emission and high quantum yields. However, emission instability in the form of luminescence blinking remains a significant obstacle to their practical implementation. While recent advances in synthesis...

 Top Ten Techno Songs  - 1. The Bells – Jeff Mills 2. Energy Flash – Joey Beltram 3. Age of Love – Age of Love (Charlotte de Witte & Enrico Sangiuliano Remix) 4. Spastik – […] The post Top Ten Techno Songs appeared first on Electronics Weekly .

 Make China Great Again? CXMT’s 466% IPO Surge Signals a New DRAM Power  - Original Article By SemiVision Research [Reading time: 12 mins]

 Smart Surfaces for Ultra-Fast Networks: José-Luis González Jiménez Honored at EuMW  - A research engineer at CEA-Leti since 2011, José Luis González Jiménez develops innovative 6G technologies based on silicon integrated circuits and systems, sub-terahertz waves and reconfigurable intelligent surfaces. Recognized at the European Microwave Week (EuMW), his work paves the way for ultra-fast,...

 From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio  - The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio

 Interview with Simon Davidmann, AI + EDA Researcher and Former CEO of Imperas  - Simon Davidmann is a renowned EDA industry pioneer and serial technology entrepreneur with more than 40 years of experience in simulation and verification. After Synopsys acquired Imperas, which he founded in 2005, he was Synopsys Vice President responsible for Processor Modeling and Simulation. He left...

 Intel Completes RAMP-C Program, Accelerating Momentum for Secure Enclave  - Program enabled validated prototypes, ecosystem readiness, and early customer engagement, creating a path to domestic leadership in high-volume manufacturing

 Swallowing A Good Yarn  - For decades the techies of Silicon Valley have known that Washington will swallow a good yarn. After all, not many people understand what the techies are up to at the […] The post Swallowing A Good Yarn appeared first on Electronics Weekly .

 AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge, Says TrendForce  - According to TrendForce’s latest MLCC industry survey, robust AI demand drove June 2026 shipments from the top three Japanese and Korean suppliers—Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden—to a five-year monthly high. Concurrently, a sustained spillover of consumer-grade MLCC orders...

 Rapid scale-up in data center: The case for distributed optical circuit switching  - Distributed optical circuit switching (dOCS) gives data center operators a rapid scale-up option while the rest of optical roadmap matures. The post Rapid scale-up in data center: The case for distributed optical circuit switching appeared first on EDN .

 Dispersion models describing coupled systems in doped crystals. II. Infrared phonon excitations in GaAs single crystals and phonon-plasmon coupling in Zn-doped GaAs  - …remain physically consistent across the far- and mid-infrared range and demonstrate the applicability of the framework to coupled bound and free excitations in doped semiconductors . The approach provides a quantitative tool for modeling infrared optical properties of GaAs and related photonic materials....

 Critical Subsystems Graphics and Performance Indicators  - This report comprehensively analyzes semiconductor supply chain from manufacturing to end devices. Quarterly data covers equipment trends, sales, and growth, while annual data focuses on supply chain performance, market revenue, and diffusion rates by industry (SEMI, FPD, PV). TechInsights contributes...

 Warning Shots Fired as AMD Announces New Data Center GPUs  - Red team’s new Helios racks offer 30% more tokens per dollar than Nvidia. The post Warning Shots Fired as AMD Announces New Data Center GPUs appeared first on EE Times .

 Toward More Compact GaN CMOS Devices for Power Electronics  - As part of the Carnot ePMOS project, a CEA-Leti research team conducted an in-depth study of a key building block of GaN CMOS technology: PMOS transistors. Combining numerical simulations with experimental work, the project delivered significant results that pave the way for reducing the size of GaN CMOS...

 [News] Q2 Memory Earnings Preview: What to Watch From Samsung, SK hynix, and Kioxia  - As AI continues to drive memory demand, the earnings of the world's leading memory makers are drawing close industry attention. According to TechNews, the three major memory manufacturers—SK hynix, Samsung Electronics, and Japan's Kioxia—are all set to report their latest quarterly earnings this......