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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

2½h: A conversation about AI, energy and semiconductor innovation with Sundeep Bajikar, Applied Materials

3h: PureFize presents alternative Far-UVC technology

3¼h: Merck celebrates 40th anniversary of South Korean facilities

3¼h: Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?

3½h: Micron, GM Sign Semiconductor Supply Agreement for Vehicles

3½h: Here’s What Supported Lattice Semiconductor Corp.’s (LSCC) Revenue Growth

3¾h: Sirin Software Joins Alif Semiconductor Partner Ecosystem as Authorized Design House

4h: Micron, GM sign semiconductor supply agreement for vehicles

4h: Taiwan Semiconductor's Shocking Upside Could Be Hiding in Plain Sight

4h: Taiwan Semiconductor Suppliers Are Moving to the US, Creating New Opportunities

5h: Semiconductor index rises 100% in 2023, sparking bubble fears

5¼h: Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally

5½h: Why it’s too early to call a top on semiconductor stocks, according to these highly regarded analysts

5½h: HUHUTECH (HUHU) Wins Semiconductor Contract in Japan

6¼h: Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?

6¼h: Alpha & Omega Semiconductor (AOSL) Launches Multiphase Controllers for Next-Gen Intel Processors

6½h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP

6¾h: Comparing Micron Technology With Industry Competitors In Semiconductors & Semiconductor Equipment Ind

6¾h: Assessing NVIDIA's Performance Against Competitors In Semiconductors & Semiconductor Equipment Indust

7h: Shikiar Asset Management Inc. Sells 2,075 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

7¼h: StratEdge Gold Plated Tabs for High-Power Semiconductors

7½h: Lattice Semiconductor (LSCC) Is Up 6.3% After New $1.15B Credit Lines And Index Removal

8h: Semiconductor Manufacturing International's Stock Price Soars to 89.40 HKD, Witnessing a Robust Increase of 5.42%

8¼h: China's Top Semiconductor Equipment Components Enterprise in Jiangsu, Backed by National Integrated Circuit Industry Investment Fund Phase II, Eyes IPO with 2.5 Billion Yuan Fundraising Plan

8¼h: Michael Burry Warns Semiconductor Rally Marks 'Beginning of the End' Amid Market Surge

8¼h: Analysts Offer Insights on Technology Companies: ON Semiconductor (ON) and Qualys (QLYS)

8¼h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by iA Global Asset Management Inc.

8¼h: World Formic Acid Global - Market Analysis, Forecast, Size, Trends and Insights

8½h: Element Squared LLC Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8½h: Air Liquide to build gas plants for SK Hynix’s US chip facility

8½h: SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?

9h: Enterprise value to EBITDA forward of Lontium Semiconductor Corporation Class A – SSE:688486

3½h: Kurv Launches the KMEM ETF: The Purest Play on Memory Production

4h: Datavault AI and Patriot Strategic Metals Licenses and Establishes Initial Purchasing Fund of Up To $700m for Datavault AI Technology

6½h: Linde Announces Second Quarter 2026 Earnings and Conference Call Schedule

7½h: SiTime Completes Acquisition of Renesas’ Timing Business

7½h: UPDATE: Notice Regarding Completion of Business Transfer of Consolidated Subsidiary

9½h: Teledyne e2v Strengthens Space-Grade ADC Offering with Radiation Robustness Results

14h: SK and KKR Launch Korea's Largest Renewable Energy Platform

21h: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure

26h: Keysight and WIN Semiconductors Collaborate to Cut Design Risk for High Frequency RF Components

28h: MIPI Alliance Announces Honorees in 13th Annual Membership Awards Ceremony

28h: Tema Launches Memory ETF (DISK) and Photonics & Optical ETF (LAZR)

28h: Allegro DVT Plays a Pivotal Role in Groundbreaking CHASSIS Automotive Base Die Development

30h: First Trust Global Funds PLC UK Regulatory Announcement: Net Asset Value(s)

39h: Toshiba Launches 80V N-Channel Power MOSFET Using Its Latest Generation Process to Improve Efficiency in AI Data Centers

44h: ITT Announces Appointment of Bertrand Loy and Kevin Wheeler to Board of Directors

45h: Magnachip Appoints Chae Lee as Chief Executive Officer

48h: Tema ETFs and SemiAnalysis Launch Exclusive Semiconductor ETF Partnership

 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 .

 Molex releases HSAutoLink G automotive Ethernet connector system  - Molex is expanding its automotive HSAutoLink Interconnect portfolio. The HSAutoLink G connector provides multi-gig Ethernet connections of up to 25Gbps. It will address escalating bandwidth demands driven by Advanced Driver-Assistance Systems (ADAS), radar, LiDAR, zonal architecture, immersive displays...

 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

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

 Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM  - With its next-gen AI accelerators, the SoC vendor aims to fly high above the memory wall

 Researchers advance toward greater bandwidth, more energy-efficient communications  - An MIT-led research program aimed at creating future microsystems capable of sustainably transmitting data with greater bandwidth and higher efficiency than is possible today has made several significant advances since it ...

 Vox Power adds PMBus 1.2 for NEVO+ output module range  - Vox Power is extending its NEVO+ output module range. It is adding digital control capability with a PMBus 1.2 compatible interface, for integration into embedded systems via I²C. The digital output modules bring intelligent control and monitoring features directly to each output module of the NEVO+600...

 Research Bits: June 30  - Monolithic 3D integration; near-field heat transfer. The post Research Bits: June 30 appeared first on Semiconductor Engineering .

 Perovskite Photovoltaics From Lab Efficiency to Mass Commercialization  - The global push toward decarbonization and renewable energy has kept next-generation solar technologies firmly in the spotlight. As analyzed in the newly released IDTechEx report "Perovskite Photovoltaics 2027-2037: Technologies, Markets & Trends", supported by government initiatives and surging private...

 SiTime adds Chorus 2  - SiTime Chorus 2, a wide-frequency-range programmable clock generator, replaces up to 8 or 12 discrete oscillators or clock signals with a single device. With up to 20 flexible configurations, each output can operate at a different frequency or meet distinct conditions. Unused outputs can be disabled to...

 家登:先進封裝「圓轉方」勢在必行 台供應鏈迎新機  - 家登(3680)董事長邱銘乾30 表示,隨著CoWoS逐漸成熟,下一世代先進封裝將朝向以方形面板取代圓形晶圓的CoPoS(Chip-on-Panel-on-Substrate)發展,「圓轉方」將是產業必走之路,可望帶動台廠在相關設備、材料、載具及零組件供應鏈迎來新一波成長契機。...

 聯發科去 非主管平均 薪連5 奪冠 台積電居第3  - 台灣證券交易所今天公布本國上市公司2025 「非擔任主管職務之全時員工薪資」統計,聯發科非主管全時員工去 平均 薪新台幣446.5萬元, 增3.6%,連續第5 奪冠。 護國神山台積電2025 非主管員工平均 薪407.2萬元, 增2成,從2024 排行第7向上提升至第3名。...

 半導體風雲/AI帶動封裝「由圓轉方」 兩岸供應鏈迎商機  - 當全球市場仍聚焦台積電持續擴充先進封裝CoWoS產能之際,6 股東會旺季裡,合晶科技和 光投控等公司釋放一項重要訊號,宣告面板級封裝正式由研發走向量產,也為全球先進封裝「由圓轉方」揭開序幕,先進封裝正迎來近60 來最大的一次製造模式變革。...

 Why the AI-Defined Vehicle Starts With the Right Foundation  - The automotive industry didn’t arrive here overnight. It evolved step by step, with each new function layered onto the last, shaping architectures that reflect decades of incremental innovation.

 ☀️ Americas 🇨🇦
🇺🇸  ---  🌘

20m: Stock Market Today: Dow Rises, Nasdaq Slips As Second Half Underway; AppLovin Stretches Gains (Live Coverage)

31m: Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

36m: YieldBoost GlobalFoundries From 0.6% To 14.1% Using Options

47m: Could Micron Stock Reach $2,000 on Memory Demand Alone?

64m: Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million

69m: Half-year report: How markets have fared in the first half of 2026 and in Q2

79m: General Motors and Micron sign long-term memory chip supply deal

85m: Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings

85m: Who owns Micron Technology? A look at its top investors

2h: Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%

2½h: Lam Research Stock Surges 154% in H1'26: Should You Buy More or Exit?

3h: Lumentum's Component Business Accelerates: More Upside Ahead?

3½h: Micron Technology, GM Enter Long-Term Memory Supply Partnership

3½h: Kurv Launches the KMEM ETF: The Purest Play on Memory Production

3¾h: Sandisk and Micron Dominated the First Half of 2026. Which Is the Best Buy Now?

4h: Micron, GM sign semiconductor supply agreement for vehicles

4h: If You Invested $1000 in Intel a Decade Ago, This is How Much It'd Be Worth Now

4h: Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation

4½h: Investors Plow Billions Into Leveraged ETFs — For This Good Reason

4¾h: MTUM Investors: Watch Micron’s Weight at the November Reconstitution

 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 .

 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]

 Samsung boosts Korea AI chip ecosystem with next-gen foundry strategy  - Industry Association to broaden Korea’s semiconductor technology base.

 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

 SK Group Launches Renewable Energy Giant, Aligns with Government Policy

 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

 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

 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

 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).

 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.

 智慧座艙夯 瑞昱、聯發科加速搶市  - AI加速導入汽車,智慧座艙正從影音娛樂系統,進化為整合運算、聯網、功能安全與生成式AI的車內運算中心,吸引台灣IC設計雙雄聯發科、瑞昱加速搶市。聯發科攜手輝達,主攻高階AI智慧座艙;瑞昱則發揮影音、網通及高度整合優勢,全面布局四輪與兩輪車市場,未來更計劃將車用乙太網解決方案延伸至機器人領域,開拓實體AI新商機。...

 Scientists Finally Uncover Why Gold Never Tarnishes  - Gold may stay shiny because some of its surface atoms reorganize into structures that block oxygen reactions. Gold has been valued for millennia because it keeps its shine, but new research from Tulane University suggests that this durability is not explained by chemistry alone. In a study published in...

 Why Your Carbon Strategy Needs to Shift to the Fab  - Two chips, same performance, different carbon footprint. See why decision-grade carbon modeling is essential for shaping sustainable chip decisions.

 ServiceNow and Accenture launch AI cybersecurity migration services  - ServiceNow and Accenture have launched a joint AI-powered cybersecurity offering designed to help enterprises move away…

 Lee defends Honam-focused chip push as minor versus historic investment  - Of that, 3,500 trillion won will be invested to foster the semiconductor industry.

 President Lee Inspects Renewables as Industry Demands Nuclear

 President Lee: Honam Semiconductor Investment as Historical Compensation

 IMM PE wins bid for Kolon Industries chip and display materials units in Korea

 Samsung, SK Hynix CEOs Stress Prerequisites for Gwangju Investment

 ChangXin Memory Technologies Signs Tencent DRAM Deal

 President Lee Secures Semiconductor Cluster Commitment

 Lee pushes simultaneous Honam and Yongin chip clusters as Samsung, SK agree

 SK Hynix Plans 400 Trillion Won Southwest Semiconductor Cluster

 SK hynix commits 400 trillion won to South Korea’s southwest for AI memory push

 President Lee Jae Myung Proposes Honam Semiconductor Investment, Firms Agree

 Regulated Regions See Mortgage LTV Cut to 40% Tomorrow

 South Korea cuts LTV to 40% in new regulated areas to cool housing market

 Chinese Humanoid Robot Startups See Valuation Surge

 President Lee Jae Myung Unveils 4,700 Trillion Won Investment in Southwest

 Lee drives 4,700 trillion won Korea investment, tours Honam, Chungcheong, Yeongnam

 Samsung, SK Clash Over 2,000 Trillion Won Investment Claims

 President Lee Jae Myung Unveils Semiconductor Investment Plans

 S&P Forecasts Sustained High Won Exchange Rate Amid US Dollar Strength

 President Lee Jae Myung Labels Honam Investment 'Drop in the Ocean' Amid Bias Claims

 LH leadership vacuum stalls Yongin chip cluster as Samsung plans six fabs

 Democratic Party Demands Special Laws, Budgets for Honam Semiconductor

 Lee Rebuts Honam Semiconductor Investment Criticism as ‘Drop in the Ocean’

 Three Mega Projects Boost Semiconductor Stocks

 Korea megaprojects spur rally in semiconductor materials and equipment stocks

 Newbotech Shares Jump 13% on SK Hynix Contract

 Hansung Cleantech Surges 28% on Honam Semiconductor Project

 Nuvotec jumps on SK hynix waste container recycling contract in South Korea

 Hansung Cleantech jumps on hopes from South Korea Honam chip project

 Southwest Construction Stocks Drop on Profit-Taking

 South Korea chip megaproject triggers profit-taking in Honam construction stocks

 President Lee's Honam Semiconductor Plan Bewilders Samsung

 Government's 1,500 Trillion Won Mega Projects Face Infrastructure Hurdles

 Three ways Intel and MSI co-engineered the world’s first Arc G3 handheld  - Three generations across two years with one goal: bringing high-performance handheld gaming to life

 Chip supply chain braces for more price hikes as upstream parts create new bottlenecks  - Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices

 SEMI expects 300mm memory equipment investment to surpass $50bn in 2026  - Global investment in 300mm memory fab equipment is set to reach a new milestone in 2026 as AI demand…

 China's Meituan says new AI model trained on domestic chips  - Chinese tech firm Meituan launched a new artificial intelligence model on Tuesday that it said was the first of its size to be trained using domestically developed computer chips.

 China unveils national AI agent standards to accelerate interoperable AI ecosystem  - China has released seven national standards for AI agent interconnection, establishing a unified framework for how AI agents identify themselves, discover one another, collaborate, and invoke external tools as artificial intelligence advances from content generation toward autonomous decision-making and...

 Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber

 TBI Motion taps humanoid robot demand with small-batch shipments

 Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO, and cooling

 Samsung revives 1.4nm foundry push as 2029 timeline takes shape

 Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules

 AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

 Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

 IC design firms brace for uncertain peak season as prices rise

 New GPU and ASIC platforms to drive stronger server shipments in 2H26

 Memory suppliers lock down buyers as contract prices continue surging in 2H26

 Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

 Samsung commits KRW2,655 trillion to future industries, anchoring new Gwangju fab

 Commentary: Behind Micron's bet for long memory demand cycles

 Nvidia, Firmus partner on Indonesia AI infrastructure project

 Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms

 Expected MCU price hike drives early 1H26 pull-ins

 Taiwan optics sector heads into peak season as Apple demand, camera orders rise

 Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

 Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier

 EU's push for cloud sovereignty draws fragmentation warnings

 DRAM price surge tests South Korean memory makers' HBM4 push

 Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

 Samsung, SK Hynix step up CO₂ buying as supplies tighten

 China's LineShine puts Beijing back on top of supercomputer race

 Taiwanese smartphone shipments face deeper pressure as component costs rise

 Shuotong expects stronger demand for liquid cooling in 2H26

 Riken and Taiwan academia join forces on next-gen compound semiconductors

 OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks

 Yao Sheng bets on four new product lines, names Te-ching Shen as president

 AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce  - TrendForce’s latest research reveals that rising demand for AI servers, general-purpose servers, and edge AI devices is prompting foundries to dedicate an increasing share of wafer capacity to AI-related products. This shift has significantly altered the supply-and-demand balance for mature process...

 Who Controls HBM Controls the AI Semiconductor Era  - Original Article By SemiVision Research [Reading time: 9 mins]

 Palantir NVIDIA AI targets secure US agencies  - Palantir and NVIDIA have expanded their AI collaboration by putting NVIDIA Nemotron open models into Palantir’s Sovereign AI Operating System…

 When Software Outruns Silicon: Hardware-Assisted Test Generation to the Rescue  - For the past decade, the semiconductor industry has been moving in one direction: shift-left, specifically, shifting more validation into the pre-silicon phase. The idea was straightforward: if software ultimately determines how a system behaves, then software should become a primary vehicle for verification....

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

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

 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] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike  - AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing industry sources, ASE, the world's leading outsourced semiconductor assembly and test (OSAT) provider, has raised its packaging quotes by more than 20%, driven......

 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

 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...

 Enhancing Multi-Domain System Simulation with FMI Co-Simulation  - As systems become increasingly complex across every field of science and engineering, the importance of computer simulation in design, analysis, and verification continues to increase over time. The traditional process in which a system is modeled and simulated in a single tool is called monolithic simulation...

 Keysight and WIN collaborate to cut design risk for high-frequency RF components  - New GaN MMIC design workflow reduces fabrication risk for 5G, satellite and defense applications

 Applying QED to Hardware Accelerator Verification. Innovation in Verification  - QED (Quick Error Detection) can be a powerful complementary addition to verification but can be subject to size constraints. This month’s paper looks at a fix for that limitation. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and...

 Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce  - Company launches employee matching and community seed funding, reinforcing Micron’s broader U.S. investment and workforce development strategy WASHINGTON, June 30, 2026 (GLOBE NEWSWIRE) -- In honor of America’s 250 th anniversary, Micron Technology, Inc.

 Hidden underflow in BF16 divider in mixed-precision FP designs  - Mixed-precision and transprecision floating-point designs offer compelling benefits but also amplify the risk of subtle correctness issues. The post Hidden underflow in BF16 divider in mixed-precision FP designs appeared first on EDN .

 English Is the New C++: Building Physical AI in Hours, Not Months  - It’s a bit embarrassing to realize that you’ve been wrong about something for several years, but that’s the position in which I currently find myself (don’t tell my dear old mum or I’ll never hear the end of it). Ever since I was first introduced to the folks at SiMa Technologies (

 Pricing in the age of AI: what startups get wrong and how to fix it  - The companies that choose their value metric well will capture structurally more of the value they create than those that default to yesterday’s models.

 China claims biggest AI model trained on local chips, as Meituan releases LongCat-2.0  - LongCat-2.0 boasts 1.6 trillion parameters and a million-token context window, on par with DeepSeek’s latest flagship model

 This week’s outside five sigma (#105)  - Ultrasound phased array and CMUT on ASIC

 Semiconductors: Etching the new map of strategic supply  - As geopolitics shift, more countries are wooing semiconductor manufacturers to enhance resilience. At the same time, demand for advanced semiconductors continues to grow.

 Engineering the next generation of semiconductor materials, one layer at a time  - Silicon is an essential element for creating semiconductors, the building blocks of all modern computing technologies. However, as devices continue to shrink, engineers are approaching the limits of what silicon can achieve.

 How South Korea’s AI megaprojects aim to ‘maintain edge’ over China, meet demand  - The goal, however, faces potential hurdles including workers’ reluctance to relocate away from Seoul and dispersed supply chains


I said I would not harm them, and I shall not. But Arrakis is Arrakis, and the desert takes the weak. My desert. My Arrakis. My Dune. -Baron Vladimir Harkonnen