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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

54h: SK HynixTBD

55h: Foxconn Technol…TBD

78h: Samsung Electro…TBD

79h: United Microele…TBD

4¼d: ASE IndustrialTBD

4¼d: InnoluxTBD

2¼h: New lithography system promises faster chip prototyping without masks

2¼h: Trust Stamp joins EU semiconductor initiative to advance digital identity

3¼h: Thinking About The Semiconductor Pullback And Positioning (NYSEARCA:SPY)

3½h: AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

4h: Samsung Elec wins $200 billion Broadcom AI chip partnership, boosting foundry push

4h: Navitas Semiconductor Is Targeting AI's Hidden Power Problem

4h: Bangladesh Semiconductor Sector Growth | Bangladesh steps up in global chip race

4¾h: Korea-US Tech Giants Ink $950B Semiconductor-AI Pact

5h: SKKU Researchers Identify Room-Temperature “Spin Qubit” Defect in Zinc Oxide Semiconductors

5¼h: Price to book forward of Hanmi Semiconductor Co., Ltd – KRX:042700

5¾h: Shares of Samsung Electronics and SK Hynix, the main semiconductor companies in South Korea, have re..

6¼h: Amkor announces $1.5 billion partnership with NVIDIA for chip packaging and testing

7h: PM visits Daffodil Computers Pavilion at Semiconductor Symposium and BEAR Summit 2026

7¼h: IQE plc (IQE.L) Stock Price, News, Quote & History

7¾h: PM inaugurates nat'l semiconductor symposium, BEAR conference

8h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Raised by Unisphere Establishment

8h: Renaissance Technologies LLC Sells 599,320 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8h: Galaxy Digital Capital Management GP LLC Sells 1,446 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Hilltop Holdings Inc.

8h: Morningstar Investment Management LLC Sells 6,505 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¼h: Point Break Capital Management LLC Sells 6,698 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8½h: Orient Semiconductor Electronics, Limited Revenue Breakdown – TWSE:2329

8½h: Advanced Energy Industries: AI Power Density And Margin Expansion Support A Buy (NASDAQ:AEIS)

8¾h: Systematic Financial Management LP Acquires 3,850 Shares of NXP Semiconductors N.V. $NXPI

8¾h: Semiconductor Manufacturing International Corp. Revenue Breakdown – HKEX:981

9h: Gibbs Wealth Management Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

 What caught your eye? Quantum computing, CuspAI discovery, Invisible drone  - What caught our eye this last week? There's SaxonQ quantum computing, a Cambridge startup using AI to discover new materials, and a Phantom Twist drone bidding for invisibility... The post What caught your eye? Quantum computing, CuspAI discovery, Invisible drone appeared first on Electronics Weekly ....

 How Sports Photographer Kirby Lee Captures Big Moments  - Sports Photographer and Sandisk Ambassador Kirby Lee talks about his influences, how he prepares to...

 Can AMD break the CUDA Moat? AMD Advancing AI 2026  - Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Produc…

 Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation  - New identity reflects the company’s expansion from AI-assisted code generation to multi-step semiconductor engineering workflows; seed round supports enterprise growth. The post Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation appeared first on Semiconductor Digest .

 AMD and Anthropic partner on 2GW AI GPU deployment  - AMD and Anthropic have unveiled a strategic partnership that combines a massive AI infrastructure deployment with a multi-year engineering collaboration, strengthening AMD’s position in the fast-growing AI compute…

 Chip Industry Week In Review  - Amkor's $1.5B deal; Intel Foundry revenue up 31%; Siemens' dual buys; SiC plant dies; AMD's big week; TSMC price hike; Nokia's fab buy; earnings; $300M for accelerating inference; Keysight's multiphysics; copper interconnect alternative. The post Chip Industry Week In Review appeared first on Semiconductor...

 Intel Second-Quarter Revenue Rises 25% to $16.1 Billion  - Intel posted results that beat market expectations on surging demand from artificial intelligence (AI) data centers. With its third-quarter outlook also exceeding expectations, the company's shares jumped about 9% in after-hours trading.Intel said in second-quarter results released on July 23 local

 Intel Foundry Improves Execution, but External Customers Remain the Test  - Intel’s fabs are healing, but $293M in outside revenue won’t scare TSMC yet. The post Intel Foundry Improves Execution, but External Customers Remain the Test appeared first on EE Times .

 Why 4D imaging radar is critical to AV commercialization  - The market for commercial autonomous vehicles (AVs) is poised for explosive growth over the coming decade, and 4D imaging radar Continue Reading The post Why 4D imaging radar is critical to AV commercialization appeared first on EDN .

 MACOM to Report Third Quarter 2026 Financial Results on August 6, 2026  - LOWELL, MA, July 23, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its third quarter ended July 3, 2026, before market open on Thursday, August 6, 2026. In conjunction with the release, MACOM will conduct a conference call at 8:30...

 The Silicon Shield Has Never Been Stronger!  - The “ Silicon Shield ” describes the idea that Taiwan’s central role in advanced semiconductor manufacturing raises the economic and strategic cost of military action against the island. The shield is not a literal defense system. It is a form of structural deterrence created by technological concentration:...

 Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO  - Original Article By SemiVision Research [Reading time: 23 mins]

 🌑 EMEA 
+

-59h: STMicroelectron…6.9%beat 🟢

74h: NXP Semiconduct…TBD

5d: X Fab Silicon F…TBD

 Rohm adds evaluation board for DC-DC converter  - Rohm has developed an evaluation board to demonstrate the features of its BD83070GWL DC-DC converter IC which achieves efficiency of up to 97% and quiescent current of 2.8 µA. Integrating […] The post Rohm adds evaluation board for DC-DC converter appeared first on Electronics Weekly .

 Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection  - This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment pledge.

 Grab an Nvidia RTX 5060 Ti gaming PC with Core Ultra 7 CPU and 32GB RAM for under $1,200 — Thermaltake's View u2660T-170 slashed by 33%  - Thermaltake has a no-brainer deal up on Woot right now where it'll let you have an $1,800 PC for as little as 1,177. For that price, you're getting an RTX 5060 Ti (8GB), a Core Ultra 7 265KF, 32GB of DDR5-6000 RAM, a 1TB M.2 NVMe SSD, and a nice ARGB case.

 AI’s Next War Is Not About Better Models—It Is About Who Controls Them  - Original Article By SemiVision Research [Reading time: 14 mins]

 China’s tech firms turn the global AI boom into opportunity amid fierce rivalry at home  - China’s AI model developers, optical-module makers and warehouse-robot suppliers are taking different routes to reach global markets

 Nvidia, Palantir, Meta warn against ‘premature restrictions’ of open-weight models  - Top US tech companies urge policymakers in open letter not to undermine competition and drive more users to Chinese AI systems

 TSMC could spend $10B more on N2 capacity. Why won’t they?  - TSMC has the cash... Why not build more N2? Implications of not doing so? And more

 Navitas and Magnachip Announce Strategic Partnership to Accelerate High-Voltage and Ultra-High-Voltage Silicon Carbide Adoption  - Navitas Semiconductor, an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, and Magnachip Semiconductor, a designer and manufacturer…

 Qnity Appoints Kate Dei Cas President of Semiconductor Technologies Segment  - Qnity Electronics, Inc., a technology solutions leader across the semiconductor value chain, today announced that it has appointed Katherine (Kate) Dei Cas as President of its Semiconductor Technologies business segment, effective August 3. The post Qnity Appoints Kate Dei Cas President of Semiconductor...

 精材6 營收虧轉盈 獲利 增逾73倍 有「富爸爸」在幫忙?  - AI、高效能運算(HPC)及先進封裝需求持續升溫,帶動半導體後段測試與封裝產能維持高檔,台積電(2330)旗下精材(3374)近期股價強勢走高,因達公布注意交易資訊標準,23 公告最新自結財務,6 每股稅後純益(EPS)達0.54元,較去...

 Raymon and Panasonic E-Bike Systems Announce Strategic Partnership  - Raymon and Panasonic E-Bike Systems are entering into a strategic partnership to shape the next generation of premium e-bikes.

 Structured Cavity Quantum Electrodynamics  - …especially at the single quanta level, is highly intriguing yet largely unexplored. Here, we present the structured light-matter interaction at the single-photon level in a semiconductor cavity quantum electrodynamics system. Four distinct structured cavity modes that are spectrally close to each other...

 Supply Chain Leaders’ New Math for Network Decisions  - Gartner urges supply chain leaders to quantify daily operational friction, making network investments more resilient and easier to justify. The post Supply Chain Leaders’ New Math for Network Decisions appeared first on EE Times .

 Protected: 2027 Chip in Florida: K-12 Semiconductor Education Challenge  - There is no excerpt because this is a protected post.

 Intel Reports Second-Quarter 2026 Financial Results  - Intel’s second-quarter 2026 earnings news release and presentation are available on the company’s Investor Relations website.

 Test, debug, and validation of CXL memory expanders  - Part 3 of design tutorial on CXL Type 3 memory expanders turns to test and debug using workload tools for bandwidth and stress validation. The post Test, debug, and validation of CXL memory expanders appeared first on EDN .

 Podcast EP357: How Gonka is Changing the Way AI is Accessed with David Liberman  - Daniel is joined by David Liberman, a Los Angeles-based futurist, serial entrepreneur, investor, and former Director of Products at Snap, as well as the co-creator of the Gonka protocol. Gonka is a decentralized protocol that connects people who need computing power for AI with operators who provide GPU...

 Navitas and Magnachip partner to accelerate high-voltage and ultra-high-voltage silicon carbide adoption  - GeneSiC Gen 4 and Gen 5 SiC license spans 1200V, 2300V, 3300V and higher voltages

 China’s AI Models Are Catching Up—But Its Compute Gap Is Getting Worse  - Orginal Article By SemiVision Research [Reading time: 13 mins]

 🌑 Americas 
+

-46h: Intel200%beat 🟢

74h: Skyworks Soluti…TBD

-70h: Texas Instrumen…12%beat 🟢

74h: QorvoTBD

50h: Amkor Technolog…TBD

 World Cup breaks attendance record  - The 2026 FIFA World Cup was the first World Cup to be hosted by three countries; it had the most nations participating and hence most matches played (104) and […] The post World Cup breaks attendance record appeared first on Electronics Weekly .

 When wireless internet access was the NBT  - In 1999 the prospect of Wireless Internet access devices was exciting some people, but leaving others cold. Brian Halla, National Semiconductor’s CEO, said the industry was “undergoing a shift in […] The post When wireless internet access was the NBT appeared first on Electronics Weekly .

 What is a supernode, and why does it matter for the China-US tech rivalry?  - Tech firms are racing to build colossal clusters for next-gen AI, but cost, power and scale remain challenges

 More Americans think China is world leader in AI, new survey reveals  - Findings come as AI race between Washington and Beijing ramps up and with technology high on agenda at planned Trump-Xi summit in September

 2026-2027 CMR CVD, ALD Precursors  - A comprehensive Critical Materials Report (CMR) on CVD, ALD precursors for the semiconductor industry for 2026-2027 including supply chain and market analysis.

 From Future Vision To Running Hardware: Verification At DAC 2026  - Last year, DAC's Engineering Track debated where verification is headed. This year in Long Beach, the emulation and prototyping hardware that will carry it takes center stage. The post From Future Vision To Running Hardware: Verification At DAC 2026 appeared first on Semiconductor Engineering .

 IBM to Acquire HRL Laboratories to Power the Future of Quantum  - IBM has signed an agreement to purchase HRL Laboratories from Boeing and GM. This agreement starts the regulatory review process. Press Release: IBM to Acquire HRL Laboratories to Power the Future of Quantum As a company with a rich history of innovation, HRL Laboratories looks forward to joining IBM...

 DAC 2026: What Does It Actually Take to Create AI Chips?  - AI chips don’t need hype—they need power, memory, IP, thermal, and verification fights. See what DAC 2026 engineers will expose. The post DAC 2026: What Does It Actually Take to Create AI Chips? appeared first on EE Times .

 Etched Raises $300M with $1B in Pre-Orders  - AI chip startup Etched will start shipping its racks this summer. The post Etched Raises $300M with $1B in Pre-Orders appeared first on EE Times .

 World’s First Room-Temperature Quantum Material Sorts Light in an Unprecedented Way  - Quantum materials could transform technologies ranging from powerful computers and highly secure communications to advanced energy systems, but one major obstacle has long stood in the way. Most quantum materials reveal their unusual properties only when chilled to temperatures near absolute zero. At...

 Intel and Lens Technology Collaborate to Enable Advanced Semiconductor Packaging for the AI Era  - Collaboration combines Intel's advanced packaging expertise with Lens Technology's precision glass processing capabilities to deliver enhanced performance for future AI and datacenter workloads

 USB-C’s lingering incompatibilities and complexities, part 2: Splitter issues  - Yours truly can’t do the splits without ending up in the hospital, and it turns out the maneuver's equally difficult for USB. The post USB-C’s lingering incompatibilities and complexities, part 2: Splitter issues appeared first on EDN .

 AMD’s Instinct MI455X: Aiming for the Sun ...  - Hello you fine Internet folks, here at AMD’s Advancing AI event we are looking at AMD’s brand new Instinct MI455X, replacing the older Instinct MI355X at the top of their AI stack. ...

 Agentrys Designs a Real Chip with its Multi-Agent Workforce  - The face of EDA is changing. For forty years, this industry has focused on optimizing algorithms for design, verification and implementation of chips. That work has delivered some ground-breaking innovations. Logic synthesis is a good example. There are so many more. Thanks to the innovations commonly...

 Intel OnLogic Edge AI Awards  - From Pilot to Production: Intel and OnLogic Launch the Edge AI Awards to Celebrate the Teams Making Scale a Reality.

 PCs & Smartphones Supply Constrained  - Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs… Read more “PCs & Smartphones...