lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

1¾h: ON Semiconductor (ON) Sees Increased Options Activity

2h: United Kingdom Semiconductor Tdmat - Market Analysis, Forecast, Size, Trends and Insights

2h: Apple’s Broadcom Deal Extends Push Toward U.S. Semiconductor Ecosystem

2½h: GlobalFoundries Shares Rise After Micron Expands U.S. Semiconductor Supply Chain Investment (GFS)

2½h: Analog Devices Completes Acquisition of Empower Semiconductor

2¾h: Micron plans $3 billion U.S. semiconductor supply chain investment By Investing.com

3¼h: Why NVIDIA Might Be Immune to the Semiconductor Sell-Off

3½h: United States Semiconductor Cleaning Fluoride Liquid - Market Analysis, Forecast, Size, Trends and Insights

3½h: United States Semiconductor Tdmat - Market Analysis, Forecast, Size, Trends and Insights

3½h: It Takes More Than Two to Tango: Creating Effective Export Controls on Semiconductor Manufacturing Equipment

3¾h: Tom Lee Believes The Structural Bull Case To Own Semiconductor, Memory Stocks Is Intact: ‘It’s A Buying Opportunity’

3¾h: Micron plans $3B U.S. chip supply-chain push with GlobalWafers

4h: EU’s semiconductor strategy evolves for a new era

4¾h: Northern America Semiconductor Tdmat - Market Analysis, Forecast, Size, Trends and Insights

4¾h: Analog Devices Acquires Empower Semiconductor

4¾h: Why Shares in Nvidia Partner, Navitas Semiconductor, Soared Higher by 151% in the First Half of 2026

5h: Wolfspeed sues competitor over patents

5¼h: Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Purchases 146 Shares

6h: [Form 4] TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Insider Trading Activity

6¼h: Executive at Taiwan Semiconductor (NYSE: TSM) buys 69 ESPP shares

6¼h: Prediction: TSMC Stock Is Going to Soar After July 16

6½h: Industry Comparison: Evaluating Micron Technology Against Competitors In Semiconductors & Semiconduct

6½h: Inquiry Into NVIDIA's Competitor Dynamics In Semiconductors & Semiconductor Equipment Industry - NVID

6½h: U.S. chip stocks rebound, tracking China semiconductor rally

7¼h: World Super Low Molecular Weight Hyaluronic Acid - Market Analysis, Forecast, Size, Trends and Insights

7¼h: Isovaleric Acid Market Growth to Accelerate by 2035 Amid Semiconductor Expansion - News and Statistics

7½h: BE Semiconductor Industries (ENXTAM:BESI) Following Hybrid Bonding Delay Concerns And A Pricey Fair Value View

8h: Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

8h: B. Riley Just Upgraded On Semiconductor to Buy and Nearly Doubled Its Price Target. Is This the Chip Comeback of 2026?

8h: SEMI and TechSearch International map advanced packaging growth ...

8½h: LTSCT and Azuremoto Technologies Sign MoU to Advance SiC and Power Semiconductor Solutions

8¾h: Government Designates Land Transaction Permit Zones Around Honam Semiconductor Cluster for Two Years

8¾h: DSM Capital Partners LLC Takes $3.35 Million Position in Tower Semiconductor Ltd. $TSEM

8¾h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by DSM Capital Partners LLC

8¾h: Here's Why This Semiconductor ETF Rewarded Investors in June

8¾h: AI Is Rewriting The IP Playbook

8¾h: The Architecture Decisions Behind A Production-Ready EDA AI Agent

8¾h: IA Resilience 2026: Market-Oriented Call on Power Electronics (Denmark)

9h: Vacuum Restrictor Valve Market Forecast Points Higher Toward 2035, Driven by Semiconductor Fab Expansion

 Micron Accelerates U.S. Investments, Pours First Concrete at New York Fab  - Micron raises its planned U.S. investment to more than $250 billion through 2035 and celebrates a construction milestone at what will be the largest semiconductor manufacturing site in U.S. history CLAY, N.Y., July 09, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc.

 [News] China’s PCB Makers Post Record-High Investment on AI Demand; Victory Giant Lifts 1Q26 Capex Nearly 5× YoY  - China's PCB makers are ramping up investment. According to South China Morning Post, manufacturers are embarking on a capacity expansion drive to meet AI-related demand, with capital expenditure expected to reach a record high. The report notes that more than 20 Chinese PCB companies, including Vic......

 We’re One Step Closer to Drag-and-Drop Off-the-Shelf Chiplet-Based Design  - Close your eyes and imagine the following scene. No. That won’t work, will it? Let’s try doing this a different way. Keep your eyes open and imagine they’re closed. Visualize a future timeline where you use a GUI to drag-and-drop chiplets onto an active silicon substrate, run simulations and profiling,...

 SEMI and TechSearch International map advanced packaging growth  - SEMI and TechSearch International have released the 2026 edition of the Worldwide Assembly & Test Facility Database, expanding…

 As AI Moves from Training to Inference, Optics Moves Closer to the Chip  - Imec researchers argue that co-packaged optics will not be enough for future AI systems, pushing the industry toward 2.5D and eventually 3D optical I/O. The post As AI Moves from Training to Inference, Optics Moves Closer to the Chip appeared first on EE Times .

 The AI Boom Has a Memory Problem — South Korea Is Spending KRW800 Trillion to Solve It  - Original Article By SemiVision Research [Reading time: 10 mins]

 Unlocking AI Inference Performance with Intel® Xeon® 6 Processors with Priority Core Turbo  - As Large Language Models continue to scale, the CPU host node in CPU-GPU AI accelerated systems has become an important performance component.

 Enterprise SSD accelerates AI server data transfer  - Samsung’s PM1763 PCIe 6.0-based enterprise SSD features 9th-generation V-NAND flash memory and a new 4-nm controller. The post Enterprise SSD accelerates AI server data transfer appeared first on EDN .

 What SK Hynix's IPO Prospectus Doesn't Tell You  - [Opinion] The world's second-largest memory chip maker has more stories than F-1 reveals

 Introducing the First Public Beta Release for Intel SuperClaw  - In case you missed it, Intel SuperClaw recently debuted with its first public beta release: https://aibuilder.intel.com/#/superclaw!

 Dutch defense embraces Intelic’s software-first drone interoperability approach  - The Dutch Ministry of Defense has signed a three-year strategic partnership worth more than 30 million euros with Intelic to develop the software foundation for the future unmanned systems ecosystem.

 MEMS Heralds an Overdue Step Change in Switching Technology  - Ditch creaky relays: MEMS switches slash heat, power draw and bulk for AI data centers and automation. The post MEMS Heralds an Overdue Step Change in Switching Technology appeared first on EE Times .

 Light-powered chip harvests energy, computes and senses chemicals in one stack  - Most contemporary portable electronics, including laptops, smartphones and smart watches, are powered by batteries that need to be recharged daily or every few days. Over the past decade, however, some engineers have been ...

 Ardian Semiconductor invests in Vsora  - Ardian Semiconductor, a private equity company dedicated to semiconductor company investment, has made its fourth investment – a minority stake in Vsora, a French designer of AI inference accelerators. “Ardian Semiconductor’s investment gives us the means to accelerate the deployment of Jotunn8...

 High Bandwidth Flash: The Full Report  - Why HBF for inference decode fits, what it does to the DRAM and NAND markets, a worked cost model, who moves first, and risks

 Q-Tech targets rad-hardened MCXOs at Space applications  - Q-Tech is expanding its QT2020/QT2021 series of microcomputer compensated crystal oscillators (MCXOs). The new MCXOs are designed to withstand radiation levels of 50kRad(Si) TID, highlights the company. The oscillator specialist says the devices offer a minimum single-event latch-up (SEL) of 29MeV-cm2/mg....

 Microsoft flips Windows Backup to on by default unless you're in the EU  - Everyone else must opt out manually if they don't fancy settings data shipped off-device

 Silex establishes U.S. manufacturing capacity – acquires semiconductor fab in Pennsylvania  - Silex Microsystems has entered into a definitive agreement to acquire a 200 mm integrated circuit fab in Pennsylvania, USA, from…

 Demonstrating the EasyAI ECO Suite – An AI-Powered Functional ECO Solution at DAC 2026  - Easy-Logic , a leading provider of high-performance Engineering Change Order (ECO) solutions in Electronic Design Automation (EDA), will showcase its latest innovation — the EasyAI ECO Suite — at DAC in Los Angeles, July 27–29, 2026. This intelligent ECO solution integrates AI engines into the entire...

 [News] PC Brands Expand Chinese Memory Adoption Amid Rising Costs; Asus, MSI, and Acer Reportedly Join Trend  - Rising memory and storage costs are driving PC brands to explore lower-cost component suppliers. According to Commercial Times, soaring prices for key components such as memory and SSDs have made Chinese suppliers an increasingly attractive option for PC brands looking to reduce costs. Beyond Lenovo......

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

25m: Seagate and Western Digital Shares Skyrocket, What You Need To Know

32m: AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

1¾h: SK hynix Goes Public Tomorrow. Should You Buy at $149?

1¾h: From $124 to $938 in a Year, Is Another Rally Coming For Micron?

2h: Intel Stock Has Crashed 21% in a Week. Here's What Actually Broke the Rally.

2h: Why AMD’s Stock Rise Is Worrying This Analyst

2h: AI Storage Tailwinds Lift STX Shares 506% in a Year: More Upside Left?

2¼h: William Blair starts AMD at Market Perform, sees balanced risk-reward

2¼h: AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

2½h: SK Hynix Listing Is Oversubscribed. Where It Might Open for Trading on Friday.

2½h: The Question Micron Stock Answered Before Its Historic Surge

3h: Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses

3¼h: Micron Technology (MU) Gains from growing AI infrastructure investment

3½h: Has Micron Stock Finally Topped? Not According to the Pros

3½h: Where Will Micron Stock Be in 3 Years?

3½h: Micron Announces Investment Into U.S. Semiconductor Supply-chain Ecosystem; Enters 10-year Deal

3½h: Micron Accelerates U.S. Investments, Pours First Concrete at New York Fab

3½h: 4 stocks to watch on Thursday: PEP, HON, SBUX, and CBRS

3¾h: Micron boosts U.S. investment plan again, commits $250 billion through 2035

3¾h: Micron Announces Up to $3 Billion Strategic Investment to Strengthen U.S. Semiconductor Ecosystem

 環球晶深化美光長約合作 獲5億美元資金支持強化美國供應鏈  - 環球晶(6488)9 宣布,將與全球記憶體及儲存大廠美光科技深化長期策略合作,雙方已就長期供應合作及相關架構達成合作意向,將共同強化先進半導體矽晶圓供應韌性,支援AI、高效能運算及資料中心應用帶動的先進記憶體需求成長。...

 Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule  - Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.

 Swissbit and Nexperia collaborate to support AI, ...  - The partnership focuses on enabling reliable and secure data handling in demanding applications

 Micron to invest up to $3 billion in US semiconductor supply chain, anchored by GlobalWafers wafer deal  - Micron Technology said July 9 it plans to invest up to $3 billion to strengthen the US semiconductor supply chain, with the bulk of the announcement centered on a new financing and supply arrangement with Taiwan's GlobalWafers.

 Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates

 HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand

 Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

 Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

 Rebellions' IPO plan tests market appetite for inference chips

 GlobalWafers says wafer demand is improving as chip cycle heals

 Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

 Apple's Broadcom deal extension shows wireless independence remains a distant dream

 CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

 CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

 Nan Pao Resins posts June sales record on price hikes and early customer orders

 Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

 Infineon blocks Innoscience GaN products from US market after patent win

 What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

 Analog Devices acquires Empower Semiconductor and enters AI power market

 Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM

 Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

 Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

 China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

 Grab says Uber CEO resigned from board as Foodpanda Taiwan deal advances

 Gem Terminal June sales dipped as AI cooling and green power demand rose

 AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

 SK Hynix targets AI infrastructure role with Nasdaq ADR listing

 Server ODMs race to expand globally as parts shortages bite

 Lynas signs long-term partnership with JS Link for Malaysia magnet factory

 Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

 Inventec expects server shipments to rise quarterly as component shortages loom

 Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

 Carl Sagan’s prescient thoughts on AI and robots  - Revisiting the past can cause a range of reactions, such as bemusement at then-embryonic developments and amazement at extrapolation accuracy. The post Carl Sagan’s prescient thoughts on AI and robots appeared first on EDN .

 AI封測需求續強、先進封測布局再添動能 光第二季營收創高  - 封測龍頭 光投控(3711)公布6 合併營收657.83億元,創下歷史單 次高,第二季營收1910.64億元、上半 累計營收3647.25億元,更雙雙改寫歷史新高。 光投控6 合併營收657.83億元, 增4.4%、 增32.9%,創歷史單 次高;第二季營收1910.64億元,季增10%、...

 China’s top DRAM maker sets date for US$4.3b Shanghai IPO amid memory boom  - Listing would rank behind only SMIC’s on Shanghai’s Star Market, as AI demand boosts memory-chip market

 You can’t address AI’s risks by banning ASML’s exports  - Only international agreements can put meaningful guardrails on AI.

 台積電284萬股東爽領1,556億元股息!魏哲家入帳4,330萬、「最大贏家」抱走近百億  - 【中時新聞網 鄭思楠】晶圓代工龍頭台積電今(9) 發放去 第4季現金股利,每股配發6元,總計約1556億元資金將進入股東口袋。其中,最大股東國發基金預估可領取99.22億元,董事長魏哲家也將有約4330萬元股息入帳。此外,台積電法說會即將於7...

 BTL Group completes first HVDC power rack test as AI bookings extend to year-end  - BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for the same server platform. The Taiwanese testing provider said demand tied to AI servers from cloud service providers continued...

 Arteris Announces Collaboration with IC-Link by imec to Accelerate Next-Gen AI and HPC Silicon  - Arteris provides high-performance and energy-efficient, safe and secure silicon-proven network-on-chip (NoC) IP technology for AI ASIC with chiplet reuse and reduced time to market. The post Arteris Announces Collaboration with IC-Link by imec to Accelerate Next-Gen AI and HPC Silicon appeared first on...

 Small transistor sharpens low-cost thermal cameras without extreme cooling  - With help from a small transistor, a team of researchers led by Professor Fengnian Xia figured out a way to make a type of thermal imaging technology dramatically more accurate. The results are published in Nature Sensors.

 AOS’s 80V power conversion MOSFET features DFN6x5 AmpStack packaging  - Alpha and Omega Semiconductor (AOS) is releasing its AOPL66801 80V MOSFET. It is in a half-bridge configuration available in a DFN6x5 AmpStack MOSFET package. The company highlights the packaging technology enables high-density designs for various power conversion applications. For example, from everyday...

 Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak  - Anthropic’s Opportunity is Theirs to Lose…

 Stacking Chips Sideways Gives AI More Memory  - Solving a tricky 3D integration problem could boost bandwidth and keep chips cooler

 Understanding all costs involved in analog ASIC development  - The costs of designing and producing an analog ASIC can be grouped into three parts: human capital, software tools, and prototype fabrication. The post Understanding all costs involved in analog ASIC development appeared first on EDN .

 Microchip Manufacturing: Understanding The Semiconductor Manufacturing Process  - The role of precision dispensing and fluid management in front and back-end processes. The post Microchip Manufacturing: Understanding The Semiconductor Manufacturing Process appeared first on Semiconductor Engineering .

 US ITC’s final determination on Infineon vs Innoscience upheld after review  - Innoscience’s patent-infringing GaN products banned from USA

 The Dawn of Agentic AI Super-Agents  - On the one hand, I think I’m taking the incredible advances we’re currently seeing in Electronic Design Automation (EDA) tools in my stride, striving to maintain a dignified persona as the latest and greatest marvels unfold before my eyes. On the other hand, I sometimes find it hard to restrain myself...

 Making noise with a BANG, part 1: Concept and hardware  - This noise generator has an adjustable bandwidth and a consistent amplitude no matter what bandwidth is selected. The post Making noise with a BANG, part 1: Concept and hardware appeared first on EDN .

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

8¾h: Nanya Technology awaiting report…

 Beyond Workflow Agents: Toward Design Intelligence in Analog EDA  - Over the last year, the EDA industry has started using a new vocabulary: agents, super agents, mental models, native skills, playbooks, RAG, MCP, autonomous workflows, and AI-first design.

 Korea moves to nationalize Dongbok Dam to fast-track Honam chip water supply  - The government is reviewing a plan to change Dongbok Dam, owned by Jeonnam-Gwangju Integrated Metropolitan City, to state ownership to supply water for the Honam-region semiconductor cluster.

 Stop the Empty Talk of 'Youth Policies'

 Engineering Crisis Demands World-Changing Leader Cultivation

 Government Proposes Dongbok Dam National Transfer for Semiconductor Cluster

 ChangXin Memory Technologies Begins IPO to Raise 6.5 Trillion Won

 Samsung, SK Hynix and ETFs Account for 83% of Trading, Spurring Volatility

 Samsung, SK hynix trades dominate Korea market and stoke volatility

 Apple deepens Broadcom pact, drives US chip production through 2031

 South Korea designates Gwangju airport area permit zone to curb speculation

 TI Korea touts auto-grade chips to drive humanoid robotics surge

 Heungkuk Asset Management Retracts Letter Criticizing SK Hynix

 Heungkuk Asset Management sends, retracts SK hynix governance protest in a day

 KOSPI, KOSDAQ Falter After Early Rebound

 Kospi rebounds then fades as individual selling caps South Korea rally

 Samsung Electronics' MX Division Posts First Quarterly Loss

 Land Transaction Permit Zones Designated Around Honam Chip Cluster for 2 Years

 Gwangju Military Airport Site Designated Land Transaction Zone for Semiconductor Complex

 Texas Instruments Accelerates Robotics with Automotive Semiconductors

 South Korea moves to bypass finance law to channel extra taxes into future fund

 Minister Park Establishes Future Response Fund for Youth, Growth, Local Talent

 South Korea launches future fund to invest tax windfall in youth and growth

 Temasek boosts AI allocation to 15% and broadens bets across ecosystem

 BOK Governor Calls for Benchmark Interest Rate Hike to Curb Inflation

 KOSPI, KOSDAQ Turn Weak After Early Rebound

 Korea stocks reverse early surge as chip rally fades, volatility persists

 Apartment Outlook Rises 12.9p, Occupancy Declines to 69.9%

 Korea’s housing sentiment jumps as prices and stocks rise, move-ins lag

 Exclusive: Government Proposes Special Law to Circumvent National Finance Act

 SK Hynix ADR Listing Seen Sparking Revaluation

 KB Securities touts SK hynix ADR listing to spur Korea revaluation, keeps target

 New York Stock Market Closes Mixed Amid U.S.-Iran Tensions

 Middle East flare-up jolts Wall Street as tech rebounds and oil surges

 Korea’s conglomerates split on strategy as owners push AI and managers steer ops

 Korea research heads urge long-term discipline amid market volatility

 Mirae Asset stirs furor in South Korea with rule-bending ETF stock swap

 AI CAPEX burden drives Korea memory stocks into low-PER value trap

 Samsung Electronics Posts Record Profit, But Stock Drops on Semiconductor Growth Concerns

 Garmin Fenix 8 Pro - MicroLED (A05201) Deep Dive Teardown  - The Garmin Fenix 8 Pro - MicroLED is a cellular-enabled smartwatch purchased from the (world) market. Garmin announced its new satellite feture, inReach, for Garmin's latest edition to the Fenix Pro product family. inReach is a two-way communication using the Iridium satellite network. A Deep Dive report...

 Perovskite triple-junction solar cells reach 27.3% efficiency with record 770-hour stability  - Perovskite semiconductors efficiently convert sunlight into electrical energy; they are also inexpensive and extremely lightweight. A team at HZB has developed a triple-junction solar cell comprising different perovskite ...

 Collins opens UK Engineering Centre of Excellence in Wolverhampton  - Collins Aerospace has opened its UK Engineering Centre of Excellence in Wolverhampton, describing it as a state-of-the-art, modular and scalable test facility. It will expand the company’s aircraft electrification capabilities. The site is fully operational, and is designed for aircraft actuation system...

 Long-Term Agreements Cap Price Increases; Server DRAM Contract Prices Expected to Rise 13-18% QoQ in 3Q26, Says TrendForce  - TrendForce’s latest memory pricing survey indicates that multiple memory suppliers have already factored in expected price hikes into their prices for the second quarter of 2026. Additionally, several U.S.-based CSPs have entered into multi-year long-term agreements (LTAs), which restrict suppliers...

 Navitas refutes Wolfspeed’s allegations of patent infringement  - Firm will “vigorously defend itself and its products”

 半導體風雲/Q2毛利率有望超越台積 南亞科準超級循環  - 即將進入「半導體財報周」,本周五(10 )由DRAM大廠南亞科打頭陣,法人預估受惠DRAM價格連八季飆升,南亞科單季毛利率甚至將超越晶圓代工龍頭台積電,成為毛利率竄升最快的台系半導體廠。這將是2018 前一波DRAM榮景寫下毛利率55.02%,超越當...

 IP Lifecycle Management in the AI Era  - Large design enterprises have multiple concurrent activities around IP of various types: software/firmware, blocks defined in RTL or HLS, verification IPs of multiple different types, physical implementations, scripts/files for timing, power management, etc., etc. Each of these continues to evolve and...

 A Tiny Chemical Trick Could Lead to Much More Powerful Computer Chips  - A new plasma chemistry breakthrough could help manufacturers build the next generation of smaller, faster, and more powerful computer chips. Modern computer chips contain billions of silicon transistors, but silicon is nearing the limits of how small and powerful it can become. To keep improving electronics,...

 MIT-designed educational factory embraces modern manufacturing  - MIT and Tec de Monterrey will expand FrED curriculum to universities across Mexico.

 Teck, Canada Growth Fund and Canada Critical Minerals Accelerator to support strategic metals production  - Germanium, gallium and antimony production capacity to be expanded at Teck’s Trail Operations smelting and refining complex

 Beijing seeks chip stability and fair market access during Dutch trade minister’s trip  - Wang Wentao meets Sjoerd Sjoerdsma amid ASML export limits and Nexperia debacle, with calls for secure chip supply chains and broader EU-China market access

 Ministries Clash Over Tax-Linked Education Grants  - Amid projections that the local education financial grant (grant) will exceed 80 trillion Korean won this year due to the semiconductor industry boom, the Ministry of Education and the Ministry of Planning

 Technical Briefing: Comparative Evaluation of Program, Read, and Erase Sequences in KIOXIA/WD TLC and QLC 3D NAND 2026  - This annual 3D NAND internal waveform briefing provides a summary and comparison of KIOXIA/WD TLC and QLC architecture, programming algorithms, read approaches, and erase details across multiple generations of 3D NAND technology, from 96-Layer devices to the most recent 218-Layer nodes.

 Wolfspeed files patent infringement lawsuit in US against Navitas  - Accused product lines include GaNFast, GaNSlim and GaNSafe families and GeneSiC MOSFETs and SiCPAK modules.

 From Validation Engineer to Senior Principal: Trupti’s 20-Year Journey of Growth and Impact  - Career growth isn’t linear—it’s built through curiosity, adaptability, and stepping into the unknown.Trupti’s 20-year journey at Intel showcases how embracing new challenges and leading through change...

 Protected: Welcome Terry Back to Our Stakeholder Advisory Board  - There is no excerpt because this is a protected post.

 Can Agentic AI Solve the Embedded Software Problem?  - Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin. The post Can Agentic AI Solve the Embedded Software Problem? appeared first on EE Times .

 Scientists Create Plastic That Blocks Heat Without Losing Strength  - A new approach to controlling atomic vibrations in polymers may offer a path toward lightweight materials that better resist both heat transfer and fire. What if a plastic could block heat more effectively without becoming weaker, heavier, or harder to manufacture? Researchers at the University of Massachusetts...

 This week’s outside five sigma (#106)  - Lucidean CohZero InP silicon photonics

 Kyber Midplane Design, Making NVL72x2 Work, and All Roads Lead to CPO  - An engineering-first read of the supposed Kyber delay, why NVL72x2 was the \\

 Besi’s blue ocean is slowly turning redder  - As hybrid bonding inevitably matures, a wave of consolidation is bound to follow, and Besi will eventually have to share the pie.

 Brain-Inspired Light Sensor Could Speed AI image Processing  - A pixel that both senses light and remembers what it sensed might reduce data movement

 6 MLCC Questions Everyone Is Asking — SemiVision Explains  - Original Article By SemiVision Research [Reading time: 13 mins]