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🇩🇪  ---  🌑

11m: Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026?

16m: Infineon opens €5 billion chip factory in Germany as demand grows for EV, AI semiconductors

68m: Consumer Goods Stocks Rally as Semiconductor Sector Wavers

80m: AI memory, chip stocks fall as sell-off continues amid global peers tumbling

1¾h: What's Going on With Taiwan Semiconductor Stock Thursday? - Taiwan Semiconductor (NYSE:TSM)

2h: How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape

2½h: US Open: Nasdaq surges amid semiconductor rebound 🔼 Tesla shares down despite strong deliveries report

2¾h: Quantum semiconductor design could expand search for dark matter

4h: Intel Foundry breaks ground on Santa Clara facility

4½h: Semiconductors Overtake Mag 7 In H1: Goldman Believes Investors' Appetite For Big-Tech Is Shrinking Going Into Second Half Of 2026

4½h: Infineon opens Smart Power Fab as Europe's largest power semiconductor manufacturing site

4¾h: Forget silicon. Diamond may be the next semiconductor material

5h: Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion

5h: Citi sends warning on semiconductor and hyperscaler stocks

5¼h: Markets open mixed as semiconductor stocks drag, White House predicts 4% growth

5½h: Why AI and semiconductor stocks stumbled

6¼h: WD Rutherford LLC Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6½h: Should You Invest in the Strive U.S. Semiconductor ETF (SHOC)?

7h: CIGS-perovskite tandem achieves record 25.5% efficiency

7h: ON Semiconductor (ON) Joins Russell Growth Indexes On A Pullback But Is It Fully Valued

7¾h: Key Technology Trends to Watch in Advanced Semiconductor Packaging

8h: Keysight and WIN collaborate to cut GaN MMIC design risks

8h: Pushing the boundaries of organic solar cells

8¼h: Tema ETFs and SemiAnalysis launch semiconductor ETF partnership

8½h: Meta's AI Cloud Entry Triggers Semiconductor Stock Drop

8½h: Samsung Electro-Mechanics Produces AI Semiconductor Glass Substrates

8½h: Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8½h: Samsung, SK hynix in talks with SNU on chip programs at regional universities: reports

8½h: Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¾h: CHICAGO TRUST Co NA Cuts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¾h: The Rotation Is Turning On Semiconductors (SPX)

 Key Technology Trends to Watch in Advanced Semiconductor Packaging  - Advanced semiconductor packaging has become a central technology platform for high performance computing. For AI and HPC processors, performance depends not only on transistor density, but also on memory bandwidth, I/O density, power delivery, thermal management, and the ability to integrate more functional...

 Korea’s \u20A9800 Trillion Semiconductor Bet: Why the AI Chip War Has Become a National Race  - Original Article By SemiVision Research [Reading time: 14 mins]

 IBM charts a path to A7 CFET chips  - Big Blue’s latest research chip demonstrates a route to vertically stacked transistors.

 Elektra Awards 2026 open for entries, new categories  - The Elektra Awards 2026, organised by Electronics Weekly, are open for entries from both companies and individuals in the electronics industry. And this year they feature new categories. Note the date of the awards is Tuesday 8 December, taking place at the Hilton Bankside in central London. New for 2026...

 Daedong Metals Transforms with AI into Future Sectors  - It aims to cultivate defense, semiconductor , robotics, and smart farm materials and components as new growth engines, targeting a 28% share of total sales from robotics and smart farms by 2030.

 Daedong Metals pivots to future industries and drives AI manufacturing in Korea

 KOSPI Plunges 7.89% Amid AI Investment Fears

 OpenAI Proposes 5% Stake Transfer to U.S. Government for Public Fund

 Samsung Electro-Mechanics, Sumitomo Chemical Form AI Semiconductor Venture

 Samsung Electro-Mechanics, Dongwoo Fine-Chem Venture for Glass Core Production

 Samsung Electro-Mechanics and Dongwoo Fine-Chem launch Korea glass core JV

 Comedian Mija Goes All-In on SK Hynix After 100 Million Won Loss

 SK Hynix Commits 1.4 Trillion Won to AI Semiconductor Ecosystem

 SK hynix invests 1.4 trillion won to fortify Korea’s AI chip supply chain

 Apple Negotiates Chip Purchases From Blacklisted Chinese Firms

 Apple weighs buying blacklisted China chips for China-only devices

 Seoul Apartment Jeonse Prices Rise 0.30% Weekly

 LS ELECTRIC Launches World’s First 100% DC Distribution Factory

 President Lee Jae Myung: Semiconductor Investment Third Stepping Stone

 Samsung Foundry Selectively Accepts AI Chip Orders

 Leveraged Semiconductor ETFs Dominate Domestic Market with 781% Return

 Leveraged ETFs power Korea semiconductor and IT surge in first half

 Samsung foundry caps new orders as AI and big tech fuel capacity crunch

 Record trade surplus collides with won slump as foreigners dump Korea stocks

 Hyundai Union's 30% Profit Demand Gains Traction

 Minister: Honam Semiconductor 6.3 GW Needs No New Nuclear

 Minister Kim says Honam chip hub secures 6.3GW without new nuclear

 AI Mega Project Lifts Regional Construction Stocks

 K-Beauty Stocks Surge as Semiconductor Dominance Wavers

 KOSPI Crashes Below 8,000 on U.S. AI Bubble Fears

 US-led AI selloff sinks Korea stocks as KOSPI breaks 8000, sidecar hits

 Shareholders Demand Explanatory Session on Samsung, SK Hynix's Mega Investment Plan

 Korea mid-sized firms extend rebound as manufacturing and exports strengthen

 President Lee Jae Myung Rejects 'Outdated Pressure' in Corporate Investments

 Nam Seok-gwan: KOSPI 10,000 Possible, Avoid Samsung

 New York Markets Close Lower on Semiconductor Sell-Off

 AI chip sell-off pulls Wall Street lower as M7 ex-Nvidia rally

 M&A Market Concentrates on Semiconductors, PE Transactions

 Korea M&A concentrates on semiconductors as PE secondary deals drive market

 SK hynix opens 54 roles, spurring Korea job-changers from Samsung and state firms

 Exclusive: Samsung, SK Hynix Partner with SNU on Semiconductor Contract Departments

 South Korea Exports Surpass $100 Billion Monthly Mark

 Plant Union Declares First Subcontractor Strike Under Yellow Envelope Law

 Lee Jae Myung's Real Estate Rules Double Moon Jae-in's First-Year Scope

 Lee Jae Myung, Moon Jae-in Diverge on Unity Strategy

 HBC, HBF Emerge as Next-Gen Memory to Succeed HBM

 AI Server Demand Drives Circuit Board Material Price Surge

 Electricity Is National Security: Stable Supply Drives Competitiveness

 Memory price relief for PC brands is expected to be temporary  - Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight...

 Socionext to develop TSMC A14 chiplet for AI data center SoCs

 LG Electronics moves into ASIC design services as TSMC ties draw attention

 China power chip makers raise prices, exposing AI server squeeze on mature-node supply

 Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue

 AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

 Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

 Samsung courts AI chipmakers with 2nm roadmap amid firming foundry demand

 China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

 Passive component suppliers regain momentum on AI server and auto demand

 Analysis: How long can memory's AI-driven boom last?

 DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

 Singapore files additional fraud and money laundering charges in Nvidia-linked server case

 Nvidia and nuclear energy startup Valar test microreactor to power AI data center

 Supermicro: We are cooperating with Taiwan, not under investigation

 Samsung exec calls for nuclear expansion to support Gwangju fab plan

 Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand

 LG Electronics creates robot business center to scale physical AI and robotics supply chain

 Europe's heatwave turns air conditioners into power chip growth story

 PlayStation to end physical game discs for new releases from 2028

 Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

 Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition

 Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

 Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots

 SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

 Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

 Chips&Media Strengthens Codec Leadership With Next-Gen AV2 Licensing Deal  - Chips&Media has signed a next-generation AV2 video IP licensing agreement with a major North American Big Tech company, marking an important step in the commercialization of the next wave of video compression technology. The deal includes Chips&Media’s AV2 decoder IP along with multi-standard codec...

 Engineering Heterogeneity at Scale  - AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift. The post Engineering Heterogeneity at Scale appeared first on EE Times .

 Operating Optimally with Thermal Management Technologies  - Maintaining optimum operating temperatures for applications where overheating and thermal runaway might be a risk is the role of thermal management technologies, which can vary greatly in approach depending on application type. This article covers thermal management for BESS and EVs.

 System Check: Is your engineering workflow Internet-dependent?  - System check! Tell us about your level of Internet-dependency. If you lost access to the Internet tomorrow, could you still…

 Etched Comes out of Stealth, Again.  - The Age of Inference, not innocence. Peter Thiel kids with backing from Jane Street and TSMC affiliated VC.

 Position sensor gets linear 4 to 20mA current source output  - A linearized output is a useful capacitive sensor design elaboration. But what if it's located some distance from the control electronics? The post Position sensor gets linear 4 to 20mA current source output appeared first on EDN .

 Improving Verification of Battery Cell Monitoring Chips  - Batteries, especially for electric vehicles, are very much in the news these days. This technology is vital for many aspects of our modern lives, but people often worry about things like range limitations and the possibility of overheating. The industry is responding with electronic solutions for improving...

 ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race  - Original Article By SemiVision Research [Reading time: 19 mins]

 SK Group Launches Renewable Energy Giant, Aligns with Government Policy  - This positions the entity as a key clean energy supplier for AI data centers and global semiconductor production lines.”

 AMD's Open AI Ecosystem Embraces CPUs, Edge

 AMD touts open full stack linking CPU, GPU, and edge to drive Korea AI

 SK Hynix to Invest Nasdaq Funds in EUV, Domestic Facilities

 SK hynix targets Nasdaq funds to boost Korea fabs and adopt EUV for AI memory

 Micron CEO Links Memory Shortage to Customer Price Pressure

 Micron chief blames customer price pressure for AI-era memory shortage

 Yongin Mayor Lee Prioritizes Semiconductor Projects

 KOSPI Drops to 8,300 on Semiconductor Slump; Kosdaq Rises 1%

 Sunjin Beauty Science Cancels Clinical Spin-off After Shareholder Opposition

 Foreign selling sinks KOSPI to 8,300 as funds rotate; KOSDAQ rises on anniversary

 Jin Yang-gon takes HLB Innovation helm to drive chips and bio push

 Jeonbuk Backlash Over Semiconductor Exclusion, Democratic Party Dominance

 Moon, Lee Differ on Unity Strategy Ahead of Democratic Party Convention

 Samsung Union Demands Consultation on Semiconductor Investment

 Samsung SDI CEO Expects Performance Turnaround This Year

 Choi Joo-sun forecasts Samsung SDI rebound as Korea unit embraces AI shift

 Startup Investment Surpasses Annual Total, AI Dominates

 Gwangju Special City launches, drives semiconductor push with first ordinance

 HLB Innovation Appoints Jin Yang-gon Co-CEO for Semiconductor , Bio

 Semiconductor Surge Fuels 4% Growth Forecast for South Korea

 Samsung Unveils Next-Gen AI Foundry Strategy

 Samsung boosts Korea AI chip ecosystem with next-gen foundry strategy

 Democratic Party Forms Task Force to Support Three Mega Projects

 SK, KKR launch 2 trillion won renewables JV to power South Korea

 Prime Minister Han Seong-sook Vows Faster Government, Mega Project Push

 Samsung Electro-Mechanics Revises OPI to 10% of Operating Profit

 U.S. Lifts Export Controls on Anthropic AI Models

 Chinese Steel Imports Surge Despite Tariffs, Bonded Zone Loophole

 Chinese steel surges into South Korea as bonded zones undercut tariffs

 NYSE Indices Reach Pandemic-Era High on AI Strength

 AI rally powers US stocks to strongest quarterly gain since pandemic

 Gangnam Sellers Hold Firm on Prices

 Taiwan tax hike chills sales, lifts rents as Korea weighs reform

 Industry urges Korea to expand Yongin, Pyeongtaek before Honam fab

 Sellers hold prices as Gangnam 3 districts shake off quick-sale slump

 President Lee Jae Myung's AI Control Tower Vacant Amid Conglomerate Investments

 Samsung Electro-Mechanics Target Up 76% Amid AI Supply Crunch

 GigaDevice flags memory cycle risks amid share price surge  - GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a...

 Chinese battery makers reportedly shut out of Japan's cybersecurity certification

 Taiwan outpaces world in AI adoption, but firms lack strategy, Microsoft finds

 Schneider Electric to acquire industrial AI firm Cognite for US$3.1B

 China's chip material makers riding the AI boom close in on Japan

 Amazon's new US$1 billion division aims to embed AI engineers in clients' teams

 AI chip startup Rebellions' acquisition of SqueezeBits signals push beyond hardware

 South Korea's southwest chip hub plan faces supplier gap

 Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

 China's price war cuts humanoid robot hand costs in half — but precision parts resist

 Kinpo expects 2H revenue to exceed 1H amid plant ramp

 Tesla taps Intel 18A veteran to lead Terafab chip project in Texas

 China's humanoid robot boom turns physical AI from prototype to production

 Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

 Japan launches US$6.2 billion AI initiative as SoftBank consortium targets physical AI leadership

 DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war

 India Semiconductor Mission 2.0 reportedly clears Finance Ministry hurdle as govt highlights first-phase progress

 The price behind India's investment boom

 Interview: Qnity races to secure advanced materials capacity

 Naphtha supply risk adds pressure to semiconductor materials

 AI fuels OSAT pricing power as chip packaging orders fill through 2027

 Anthropic's Sonnet 5 delivers near-Opus performance at 60% lower cost as export ban lifts

 South Korea's AI memory push draws scrutiny from both Taiwan and China

 SK Hynix talent hunt targets HBM's next frontiers while drawing Samsung employees' attention

 Why South Korea may struggle to replicate Taiwan's semiconductor success

 H2U eyes AI health data opportunity with July Innovation Board listing

 Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26

 South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem

 Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints

 US Critical Materials relocates HQ to Darby, Montana, and appoints new leadership  - Sheep Creek Project website launched to engage with public

 Biodegradable Electronics in the Semiconductor Era  - (Agarwala) -- footprint, bio-derived, low-temp processing, flex, packaging, encapsulation, applications ...

 Inside the PCA8525 and PCF8525: A Q&A on the World’s Most Advanced Temperature Compensated RTC ICs  - In this Q&A, we cover common topics surrounding the PCA8525 and PCF8525 high-accuracy real-time clock (RTC) integrated circuits (ICs).

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

47m: SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears

1¾h: The Show-Me Phase of the AI Trade Has Arrived. 2 Strategies for Managing Risk.

2¼h: Has Lip-Bu Tan’s Magic Worn Off? Intel Just Gave Back Its Gains

2¼h: The Artificial Intelligence (AI) Stock That Wall Street Can't Stop Upgrading in 2026

2¼h: Nasdaq 100 Movers: CRWD, MSTR

2½h: Intel in spotlight as HSBC ups price target, sees more value from servers, foundry

2¾h: Robinhood, Strategy, Micron, Tesla, Palantir, Bending Spoons, and More Stocks That Explain Today’s Market

3¼h: Can AMKR's 2.5D Packaging Pipeline Drive Long-Term Growth?

3¼h: Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?

3½h: Corning Stock Rises 318.5% in a Year: Should You Invest Now?

3½h: Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)

3½h: Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

4¼h: Micron Stock Rebounds as Chip Slump Suddenly Reverses

4½h: Robinhood and 4 More Stocks That Were Just Added to This Firm’s ‘Top Picks’ List

5h: SK Hynix removing price caps on long-term supply agreements: report

5¼h: Why Analysts Are Growing More Bullish on Cadence Design Systems, Inc. (CDNS)

5½h: FOMO Vs. FOMU: What Do Apple, Nvidia And These IPOs Reveal?

5¾h: Sandisk, Western Digital, Intel, Bending Spoons, Palantir, and More Stocks That Explain Today’s Market

6¾h: Skyworks Solutions (SWKS) Joins Two Russell Defensive Indexes

6¾h: Up 309% in 2026, Is Micron Stock Still a Buy Right Now?

 Airbus wins ESA’s Aeolus-2 wind sensing satellite contract  - Airbus Defence and Space has won the initial contract for the design and build of the European Space Agency’s (ESA) Aeolus-2 wind sensing satellite. The agreement was signed, above, at ESA’s UK headquarters ECSAT at Harwell. Airbus built the first Aeolus wind sensing satellite in 2018, providing the...

 How 3D Printing is Reshaping the Future of Hip and Knee Replacements  - The market for additively manufactured orthopedic implants is accelerating rapidly, driven by demands of biological fixation and personalization. This article explores how additive manufacturing is transforming the hip and knee replacement market.

 Chip R&D Is Accelerating to Keep Pace With AI  - UCLA’s semiconductor hub tightens the academia-industry feedback loop

 AI晶片下一場革命來了!TGV玻璃鑽孔成關鍵戰場 台廠誰占先機  - 隨著AI模型規模快速擴張,傳統ABF載板與矽中介層逐漸面臨尺寸、翹曲及成本等限制,Glass Core Substrate(GCS,玻璃核心基板)與Through Glass Via(TGV,玻璃鑽孔)因此被視為下一代先進封裝的重要技術路線。 所謂GCS,是以玻璃材料取代現行有機載板核心層的新型封裝基板,利用玻璃具備高平坦度、低熱膨脹及高尺寸穩定性等特性,支援更大面積、更高密度的晶片封裝;而TG...

 [Market Memo] Hot Summer Topics  - Applied Materials, Erock, HBF Updated Views, VCSEL CPO Updated Views, 800V DC Practical Limits

 對手被併購 義隆啖市占大餅  - 美商安森美(Onsemi)宣布以約70億美元全股票交易併購Synaptics,市場解讀,這樁交易主軸鎖定Physical AI、車用、機器人與人機介面平台,使Synaptics原本在筆電觸控板、指紋辨識等PC相關業務資源配置出現變數。法人指出,NB Touchpad長期由義隆與Synaptics寡占,若客戶因併購後組織調整、產品迭代與工程支援不確定性升高而分散供應,義隆可望迎來新一輪市占提升機會。...

 Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation  - Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance memory and storage solutions BOISE, Idaho, July 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term,

 Oxmiq Raises $35M for GPU IP, Expands Focus to Data Center Design  - OxCore GPU IP is up and running on FPGA today, CEO Raja Koduri told EE Times. The post Oxmiq Raises $35M for GPU IP, Expands Focus to Data Center Design appeared first on EE Times .

 Non-AI lead times normalising  - The semiconductor market divide between AI-driven infrastructure demand and traditional end markets is growing, says Counterpoint’s Q2 Lead Times report. While the market, in general, is experiencing a return to normal growth unaffected by glut or shortage, accelerating investments in AI deployment...

 Singapore seizes US$42.4 million bungalow linked to Nvidia chip fraud  - Police have issued a prohibition of disposal order against the mansion and seized about US$770,000 as part of the probe

 A Self-Evolving Agent Framework That Treats Hardware Design as Repository-Level Code Evolution (Nvidia Research)  - A new technical paper, Agentic Hardware Design as Repository-Level Code Evolution, was published by researchers at Nvidia Research. Abstract “We present HORIZON, a self-evolving agent framework that treats hardware design as repository-level code evolution. A Markdown harness is compiled into a project...

 TokenBudgeting: Our Conversations with Enterprises on Token Spend  - Was Widespread TokenMaxxing Ever Really Here?…

 Intel to Report Second-Quarter 2026 Financial Results  - Intel will deliver its report after market close on July 23.

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 Turkey Needs to Make Its Own Chips, Not Just Design Them  - Turkey has built a strong chip design base, but without domestic manufacturing, its semiconductor sovereignty remains on loan. The post Turkey Needs to Make Its Own Chips, Not Just Design Them appeared first on EE Times .

 Tachometer frequency to 4-20mA loop current converter  - Converting frequency signals to loop current signals creates an economical result for process industry applications. The post Tachometer frequency to 4-20mA loop current converter appeared first on EDN .

 Are Modulated Ultrasound MEMS Speakers the Future of Speakers?  - Engineers tend to be traditional. Once we’ve found a way of doing something that works, we can happily keep on doing it the same way for decades. Loudspeakers are a perfect example. Whether they’re found in earbuds, smartphones, televisions, or concert halls, almost all of them still rely on the same...

 Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race  - CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says

 OpenAI's 5% stake pitch pulls AI deeper into Washington  - OpenAI has discussed giving the US government a 5% stake in the company, according to the Financial Times , as the AI developer seeks to ease political pressure over model risks and whether Americans should share in the industry's profits. Reuters said it could not independently verify the report.

 Previewing Intel's Q2 Results  - Internal demand is skyrocketing, Intel's lead contractor for Ohio is on a hiring spree, and Lip-Bu just hinted at how external foundry volume will ramp (IDM is back)

 The interposer-to-PCB realization corridor in CoWoP  - Here is why the missing CoWoP challenge is pitch translation from interposer to PCB in this version of advanced packaging. The post The interposer-to-PCB realization corridor in CoWoP appeared first on EDN .

 半導體風雲/黃仁勳狂潮中場休息?台股下半 迎期中考  - 「AI已成為基礎設施。」輝達(NVIDIA)執行長黃仁勳這句話,道出全球AI投資持續升溫趨勢,也帶動台灣AI供應鏈成為上半 市場資金追逐焦點,7 1 台股加權指數早盤依舊火熱,狂漲逾千點持續衝鋒,但是投顧分析師示警,隨著台股進入下半...

 Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved  - HBC stacking DRAM on the compute die increases memory bandwidth and skips CoWoS. The packaging problem does not go away, it shifts to 3D.

 NASA expands Earth Observation dataset for its CSDA programme  - NASA has selected eight new companies to take part in its Commercial Satellite Data Acquisition (CSDA) programme. This will expand the range of commercial satellite data it makes available to researchers, civil agencies, and decision-makers. The additional data supplements that from NASA’s own Earth...

 Inside Apple's Chipflation Dilemma  - [Exclusive] The iPhone maker is facing unprecedented cost expansion, with memory jumping to become the single-largest cost item.

 Reports: Semi equipment market to reach up to $250B in 2028  - Forecasts for the wafer fab equipment market keep moving higher as AI infrastructure investments accelerate.

 SDR with HackRF One & HackRF Pro using GNU Radio  - Software-defined radio has transformed radio experimentation. Tasks that once required dedicated hardware can now be carried out in software, allowing…

 [News] Musk’s TeraFab Lands First Major Hire as 18-Year Intel Veteran With 18A Experience Joins as Director  - Elon Musk's Terafab project has added an Intel veteran to its leadership team. According to Wccftech, Gary Jiang is Tesla's first major hire for the initiative. Jiang announced the move on his LinkedIn profile, where he lists his new role as Director, Tera Fab, a position he assumed in June 2026 and......

 Why the Future of AI Depends on Responsible Innovators  - The promise of AI depends on more than technology. It depends on the people and values shaping how it is built and used.

 Q2 2026 Consolidated Holdings and Performance  - Chaos June. Clown market. Super healthy. Risk-level: Safe

 Mitsubishi Electric Awarded Subsidy to Develop Full Digital Payload under JAXA’s Space Strategy Fund  - Enhancing international competitiveness of communication satellites with cutting-edge digital communications payload technology


Fanatical legions worshiping at the shrine of my father's skull. A war in my name! Everyone shouting my name! -Paul Atreides