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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

7d: AmsTBD

-5½d: STMicroelectron…6.9%beat 🟢

92m: NXP Semiconduct…TBD

6½d: Tower Semicondu…TBD

45h: X Fab Silicon F…TBD

5¼h: Navitas Semiconductor falls on large loss despite Q2 revenue beat

5¼h: Lam Research Corporation (LRCX) Rose on Strong Semiconductor Capital Spending

5½h: Dreamtech Appoints Former Samsung Electronics Executive to Lead Semiconductor Business

5½h: Micron, SK Hynix stocks fall as chip sell-off deepens

6h: Snapshot: HVCC and RPI host semiconductor Train-the-Trainer Program

6¼h: Axcelis Announces Successful Purion XEmax Eval Closure at Leading Semiconductor Foundry

6½h: Noble, Navitas Semiconductor And Other Big Stocks Moving Lower In Tuesday’s Pre-Market Session

6½h: Rethinking finance amid semiconductor supply chain uncertainties

7¼h: Semiconductor Diffusion Equipment Market Size to Reach US$1.9 Billion by 2033 | Growth Trends & Forecast

7¼h: S&P 500 Futures Muted as Semiconductors Drop, Earnings Roll In

7½h: Evelyn Partners Asset Management Ltd Has $7.96 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

7½h: Ruane Cunniff & Goldfarb L.P. Has $408.38 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

7¾h: Excelsior Advisor Network LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

7¾h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Trimmed by Evelyn Partners Investment Management Services Ltd

7¾h: The Manufacturers Life Insurance Company Has $810.01 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

7¾h: Quantinno Capital Management LP Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8h: Semiconductor breadth hits a wall as SOX loses technical footing (SOX:)

8h: Semiconductor Slump Slams Asian Stock Markets

8¼h: ON Semiconductor (ON) Heads Into Earnings As AI Power Optimism Keeps Valuation In Focus

8½h: In-Depth Analysis: Micron Technology Versus Competitors In Semiconductors & Semiconductor Equipment I

8½h: Mind the (band) gap ...

 Microchip offers free MPLAB XC compilers for embedded design  - Microchip Technology has removed licensing fees for its MPLAB XC Pro Compilers and MPLAB Machine Learning (ML) Development Suite, making the software available free of charge for individual developers…

 [News] NVIDIA Reportedly Halves Vera Rubin SOCAMM Capacity as Memory Costs Near 29% of System BOM  - Rising memory costs are prompting AI hardware vendors to rethink their product strategies. According to Wccftech, citing analysis from GF Securities, NVIDIA is reportedly reducing the memory capacity of its Vera Rubin NVL72 rack-scale AI system to cope with elevated memory prices and ongoing supply ......

 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....

 蘋果砍價 驅動IC廠承壓  - AI帶動記憶體價格飆漲,終端消費電子需求復甦不如預期,使面板、顯示驅動IC(DDIC)供應鏈同步承壓。市場傳出,蘋果為抵銷記憶體成本上升,要求iPhone OLED面板供應商降價約2成;另一方面,中國大陸電視市場持續低迷,品牌廠雖加速發展Mini...

 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...

 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 .

 Micro power generators: Turning everyday flows into energy  - Building micro power generators across water, wind, signal, heat, light, and vibration sources has become a practical weekend project. The post Micro power generators: Turning everyday flows into energy 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.

 [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......

 NVIDIA and Broadcom Begin Volume Ramp of CPO Switches, with Optical Engine Yield and Advanced Packaging Capacity Emerging as Key Expansion Bottlenecks, Says TrendForce  - TrendForce's latest research on the optical communications industry reveals that NVIDIA has begun shipping its next-generation Spectrum-X CPO switch to select partners. Meanwhile, Broadcom is continuing limited shipments of its 51.2T Bailly CPO switch, marking the official transition of co-packaged optics...

 CXMT IPO: Where China’s Largest DRAM Maker Stands?  - CXMT eyes one of China’s largest semiconductor IPOs amid once-in-four-decades memory shortage. The post CXMT IPO: Where China’s Largest DRAM Maker Stands? appeared first on EE Times .

 Preparing For AI-Driven Chip Design And Verification  - Jobs, markets, and economics are undergoing dramatic changes, but it's still too early to know how this will all shake out. The post Preparing For AI-Driven Chip Design And Verification appeared first on Semiconductor Engineering .

 CPO’s Biggest Bottleneck Is Not Optics—It Is High-Volume Testing  - Original Article By SemiVision Research [Reading time: 17 mins]

 A Fiber Frozen at -196°C Unlocks a New Way To Store Light  - A frozen-core optical fiber has revealed a powerful new way to control interactions between light and sound. Molten lava hardens into rock as it cools, much as the surface of a lake freezes during a cold winter. In both cases, a liquid becomes a solid, changing physical properties such as density and...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

-5d: Intel200%beat 🟢

92m: Skyworks Soluti…TBD

-6d: Texas Instrumen…12%beat 🟢

6d: ON Semiconducto…TBD

92m: QorvoTBD

-22h: Amkor Technolog…-53%miss 🔴

1¾h: FormFactor (FORM) Q2 Earnings: What To Expect

2¼h: 3 Dividend Stocks That Are Crushing the Market in 2026

2¼h: NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

2¼h: Coherent (COHR) Could Be 29% Undervalued Following Its Recent Pullback

2¾h: FFIV Beats Q3 Earnings Estimates on Systems Strength, Raises View

3¼h: NVTS Q2 Earnings Meet Estimates, Revenues Beat on High-Power Growth

3½h: Applied Digital Q4 Earnings Beat Estimates, Revenues Rise Y\/Y

3½h: A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

4h: Data Center Semiconductor Market to Reach USD 265.8 Billion by 2029, Growing at 25.1% CAGR, Says MarketsandMarkets™

4h: Micron Stock Dives As Semiconductor Sell-Off Gains Steam

4h: Why Sandisk Stock Keeps Crashing

4¼h: Amkor Technology Q2 Earnings Beat Estimates, Revenues Rise Y\/Y

4¼h: Woodward to Report Q3 Earnings: Here's What Investors Should Know

4¼h: AMD vs. Intel: Which Is the Better Artificial Intelligence Chip Stock to Own Until the End of 2027?

4¼h: Western Digital Corporation (WDC) Surged on Strong Hard Drive Demand and Tighter Supply

5¼h: SK Hynix’s Worst Month Since 2008: Should You Buy this Dip Ahead Of Earnings?

5½h: Scott Bessent is buying US stocks with taxpayer cash amid China threat — can you copy and get rich? Here’s what he likes

5¾h: Nvidia Gets Drawn Into Supermicro Chip Smuggling Scandal. Should Investors Be Worried?

6h: Amkor Technology, Inc. Q2 2026 Earnings Call Summary

6½h: Dynabook Canada Expands Premium Business Laptop Portfolio with Intel\u00ae Core™ Ultra Series 3-Powered Port\u00e9g\u00e9\u00ae Z40L-P and X30L-P

 力成上半 獲利成長增90.3% 每股賺5.5元  - 封測大廠力成(6239)28 舉行法說會,董事長蔡篤恭於法說會表示,公司第二季營運表現符合原先預期,AI先進封裝布局也持續取得重要進展。其中,市場高度關注的AMD AI晶片Fan-Out PLP(Panel Level Packaging)封裝專案,目前均依照既定時程推進,公司有信心成為全球首家量產AI應用Fan-Out...

 IBM acquires HRL to expand quantum roadmap  - IBM has signed a definitive agreement to acquire HRL Laboratories, a long-established US research and development organisation, in a…

 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...

 Korea Zinc eyes 600 billion won Q2 profit as zinc, copper and FX lift earnings  - Shinhan Investment & Securities estimated that the gross margin of semiconductor -use sulfuric acid, which had been around 2% to 3% in the past, rose to about 10% in the first half of this year.

 KOSPI sinks 10% as semiconductor unwind and leverage selling roil South Korea

 KCTU Demands Public Sector Non-Regular Worker Improvements

 KOSPI Plummets as Samsung, SK Hynix Weigh Heavily

 Samsung, Hynix slide drives KOSPI plunge as Korea eyes Big Tech earnings

 Anthropic CEO Denies Advocating Open-Weight AI Ban

 Amodei rejects open-weight AI ban, urges firm response to China risks

 Oksun Anxious as Samsung, SK Hynix Stocks Plunge

 KOSPI Plunges 10.84% in Fifth Largest Single-Day Drop Since 2000

 중국, DUV 노광장비 양산 착수… ASML 주가 8% 급락

 Tokyo Electron Launches Semiconductor Dream Lab at KidZania Seoul

 Tokyo Electron launches KidZania Seoul lab letting kids make chips

 “어린이 눈높이로 반도체 공정 체험”… 도쿄일렉트론 키자니아 ‘드림랩’ 가보니

 KOSPI, KOSDAQ Circuit Breakers Activated on Plunge

 Korea stocks plunge as KOSPI, KOSDAQ trigger circuit breakers on chip rout

 Korea Zinc Forecasts 600 Billion Won Profit on Zinc, Copper

 ASML Shares Plunge on Chinese DUV Production

 China steps up DUV production, jolts ASML as investors reassess lead

 Mobilint showcases NPU-based security AI at ISEC 2026 in Seoul

 Kospi plunges 8% as South Korea halts trading with circuit breaker

 Dreamtech Launches DS Division, Names Samsung DRAM Expert Lee Sang-jae as Head

 Dreamtech forms DS division, taps Samsung veteran to drive semiconductor push

 Securities Stocks Plunge as Korean Market Crashes

 Korea market plunge sinks securities stocks as KOSPI, KOSDAQ tumble

 Semiconductor Stocks Plunge on Chinese DUV Reports

 KOSPI, KOSDAQ Sidecars Trigger 'Black Tuesday' Plunge

 Mobilint Showcases NPU-Based Security AI at ISEC 2026

 Anthropic CEO Rejects Open-Weight Ban, Warns on Chinese AI

 Semiconductor sell-off drags Nasdaq as Apple reclaims top market cap

 GTX widens Gyeonggi housing divide as Dongtan soars and Unjeong lags

 Housing Price Outlook CSI Hits 5-Year High Despite Regulations

 Apple Reclaims Top Market Cap Spot From NVIDIA

 Secondary Batteries to Lead After Semiconductor Surge

 Capital Region Housing Outlook Hits 4-Year High

 Korea home price outlook hits near 4-year high as Seoul area gains

 New York Stock Market Closes Mixed Amid Semiconductor Sell-Off

 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 …

 Optically Encoded Suspension Microarrays: Materials, Design Strategies, and Future Directions for Multiplexed Bioanalysis  - …and suitability for clinical implementation. We further examine the strengths and limitations of organic fluorophores, aggregation-induced emission luminogens, semiconductor quantum dots, and upconversion nanoparticles and show that no encoding material is universally optimal and that performance is...

 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...

 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 .

 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.

 MSI and Colorful raise Nvidia RTX 50-series prices in China by up to 59% across the entire lineup — change in distributer pricing suggests GPU price hikes are on the way  - GPU prices seem to be on the rise once again with official distributor announcements in China hiking up the entire Blackwell lineup overnight. Compared to MSRP, we're witnessing a staggering bump of up to 75% at the top-end.

 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 ...

 Joining French OSAT initiative offers opportunities for Nexperia  - Nexperia should become a shareholder in Tessalia. Investing in the French advanced packaging initiative would strengthen Europe’s semiconductor ecosystem while giving the planned Dutch panel-level OSAT a significant head start.

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

 [News] CXMT’s 471% STAR Debut Makes It China’s Top Listed Firm, Reshaping Global Memory Dynamics  - China's leading DRAM maker, CXMT, officially debuted on the Shanghai Stock Exchange's STAR Market on July 27. According to TechNews, the company's share price surged as much as 471.6% on its first trading day. After pricing its IPO at RMB 8.66 per share, the stock climbed to an intraday high of RMB ......

 Siemens boosts its EDA with Nvidia AI tools and hardware for agentic engineering of PCBs, semis  - Edge applications with sensors rely on circuits built with Siemens’ EDA tools that are being combined with Nvidia infrastructure and software

 Optical Tech Would Update a Robot’s AI on the Fly  - Projecting light directly onto a chip could stream data using less energy

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-18h: SK HynixTBD

-17h: Foxconn Technol…TBD

5½h: Samsung Electro…TBD

6½h: United Microele…TBD

31h: ASE IndustrialTBD

31h: InnoluxTBD

 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)…

 Cadence certifies AI reference flows for Intel 18A-P and 14A technologies  - DAC 2026: The next step in the partnership of Cadence and Intel Foundry collaboration was announced. Cadence’s AI-driven digital and custom reference flows and tools are now certified on Intel […] The post Cadence certifies AI reference flows for Intel 18A-P and 14A technologies appeared first on...

 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...

 AMD unveils rack-scale AI platform and embedded AI processors  - AMD has expanded its AI hardware portfolio with a sweeping set of launches aimed at data centres, enterprise systems and robotics, introducing its first rack-scale AI platform alongside new…

 Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC activates emergency protocols at local fab  - A powerful earthquake struck Japan's Kyushu region at 4:27 p.m. on July 28. The Japan Meteorological Agency initially estimated the quake at magnitude 7.1 with a depth of 6.2 miles (10 kilometers). The strongest shaking was recorded in Uki City and Hikawa Town in Kumamoto Prefecture, reaching seismic...

 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 ....

 [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......

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

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

 US congressional group plans annual visits to China after trade trip  - The fact-finding mission by members of a congressional advisory body to Beijing, Shanghai and Hangzhou was the first of its kind since 2019

 Technical Briefing: Sensors – Image Signal Processor | Briefing 1 | 2026  - The presentation discusses the analysis of image sensor devices from June 2025 to June 2026, covering trends in pixel architecture, readout ADC circuitry, and image signal processing. It highlights advancements in smartphone and automotive image sensors, including higher resolution, improved dynamic range,...

 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...

 First experimental demonstration of S-band large-signal performance for GaN HBTs  - Selective-area emitter technology and device scaling yield record 30.5GHz f T and 7.01GHz f max in GaN HBTs, with a first-reported S-band output power density of 16.5kW/cm 2

 2026 State of the Industry Report: Historic Growth Amid Intensifying Global Competition  - SIA’s annual State of the U.S. Semiconductor Industry report, released today, provides a snapshot of where the industry stands in 2026: the extraordinary growth underway, the opportunities and challenges ahead, and the policy priorities necessary to sustain U.S. leadership in this vital technology....

 The CEA and Playground Global Sign MoU to Advance Deep Tech Research Toward Global Markets  - The agreement creates a means to bring research from CEA institutes to market, supported by Playground's global network for financing and scaling deep technology ventures.

 TSMC waits, Intel pays for high-NA EUV  - It’s only a matter of time before TSMC starts ordering high-NA tools, is ASML’s message. Once the technology reaches full maturity, high-NA will become more cost-effective than low-NA multiple patterning.

 Quantum sensors are: emerging commercially, expensive, need standards  - Researcher notes that quantum sensors can cost thousands but offer greater stability in measurements of natural forces like gravity

 Intel and SK Hynix Ohio Rumor Confirmed by Ohio Senator  - Similar to TeraFab, there is a lot to this JV/Partnership, and I go over my different scenarios with their pros and cons.