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

1¾m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by R Squared Ltd

3½m: Nasdaq selloff 🚩 DeepSeek and Samsung earnings reaction sink semiconductor stocks

21m: 'World's Largest' Smart Power Semiconductor Fab Opens

21m: China’s semiconductor industry is racing to catch the West’s

24m: Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

33m: $14.5B deal expands South Florida company’s role in semiconductor supply chain

40m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Integrated Advisors Network LLC

60m: Infineon Opens World's Largest Power Semiconductor Fab

60m: Swedbank AB Trims Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

70m: Kiley Juergens Wealth Management LLC Invests $1.27 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

71m: AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio

81m: Top Semiconductor Companies To Watch In 2026

81m: Micron and Ford Stocks Climb After Companies Announce Long-Term Semiconductor Supply Partnership

1¾h: AKG Thermal Systems Market Growth Outlook to 2035: Semiconductor and Automation Demand Accelerate - News and Statistics

2h: BYD Semiconductor Ships Over 100 Million BMS AFE Chips

2½h: Alpha and Omega Semiconductor Unveils AmpStack™ Packaging: A Leap Forward in MOSFET Power Density

2½h: Hedging semiconductor exposure is getting harder

2½h: US Open: US100 loses 1% as semiconductors retreat 📉 BigTech stocks and DJIA gain

2¾h: Clare Market Investments LLC Invests $2.66 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

3¼h: Analog Devices Completes Acquisition of Empower Semiconductor

3½h: Analog Devices buys Empower to boost AI power delivery

3¾h: World Semiconductor Grade Ceria - Market Analysis, Forecast, Size, Trends and Insights

4h: Navitas Semiconductor (NVTS) Could Be 87% Above Fair Value As Index Exits Rattle Investors

4½h: Oregon’s chip industry risks becoming ‘insignificant’ globally, state report says

5½h: Taiwan Semiconductor Manufacturing (TSM) Wins A Credit Upgrade, Is The Rally Already Priced In?

5¾h: Morning Call Sheet: AI trade stays strong despite semiconductor pullback

6h: Dongwoo Fine-Chem and Samsung Electro-Mechanics form JV for advanced chips

7h: Why ASML's Semiconductor Monopoly Doesn't Give Europe Strategic Control

7¾h: EV Semiconductor Market Forecast Points Higher Toward 2035, Driven by 800V Architecture Adoption

8½h: Why is BE Semiconductor Industries stock down today?

 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 .

 Samsung Electronics grants 344.5b-won treasury shares to non-chip staff in Korea  - Samsung Electronics will dispose of 344.5 billion won worth of treasury shares to grant stock to employees in the finished goods (DX) institutional sector and the Compound Semiconductor Solution (CSS)

 Blue House pursues special law to launch future response fund in South Korea

 Ministry to Discuss Large Enterprise Profit Sharing

 Samsung's Lee Targets AI Cooperation at Sun Valley Conference

 Lee Jae-yong courts big tech at Sun Valley to boost Samsung AI chip deals

 Kim Changsoo Whiskey Unveils Andong Distillery, Boosts Production Tenfold

 Government to Discuss Redistribution of Corporate Excess Profits

 Morgan Stanley Advises Reducing Semiconductor Stock Positions as Earnings Peak Passes

 Morgan Stanley shifts stance, urges trimming chips and favoring hyperscalers

 Samsung's Record Profit as KOSPI Plummets

 Blue House Proposes Future Response Fund via Special Law

 Chip rebound drives Korea corporate cash surplus as households pile into stocks

 Deputy Prime Minister Koo Proposes Tax Cuts for Local Workers Over Seoul

 Koo Yun-cheol backs bigger regional income tax cuts, balances property levies

 KOSPI Plummets 8% as Circuit Breaker Triggers Trading Halt

 Apple and Broadcom Extend Custom Semiconductor Contract Until 2031

 Kospi plunges 8%, triggers sixth circuit breaker in South Korea this year

 Apple extends Broadcom chip pact through 2031, calming investors

 Corporate Free Funds Surge to Record 20.8 Trillion Won

 Morgan Stanley Advises Reducing Semiconductor Exposure, Favoring Hyperscalers

 Korea strategists project volatile KOSPI as earnings drive second-half gains

 Overseas IBs Lift South Korea's Growth Forecast to 3%

 ADR listing boosts SK hynix valuation prospects, Daishin lifts target

 Samsung Electronics Sets Q2 Record with 89.4 Trillion Won Profit

 Samsung Posts Record 89.4 Trillion Won Profit, Surpassing NVIDIA and Apple

 Democratic Party and MOTIE push mega special zone law in South Korea

 South Korea's 'Casino' Market: Foreign Investors Flee

 Samsung Electronics Stock Drops 7.5% on Earnings Miss

 KOSPI Could Reach 12,600 on Earnings, Experts Say

 SK Hynix Makes Largest Foreign Nasdaq Listing

 AI takeoff meets the grid  - Barry Mansfield explores how hyperscalers, engineers and chip architects are powering AI’s unprecedented demands on electrical infrastructure. Hamina Finland datacentre, source Google Today, a single frontier AI datacentre can require up to 1GW of continuous power – comparable to a large aluminium...

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

 [News] Chinese Firms Reportedly Raise Domestic AI Chip Budget Share from 30% to 46% Amid Shift from NVIDIA  - Chinese companies are increasingly shifting away from NVIDIA's advanced AI accelerators in favor of domestic alternatives. According to Bloomberg, executives surveyed expect domestic products to account for 46% of their AI accelerator budgets over the next 12 months, up from 30% currently. Meanwh...

 Samsung’s profits jump 19x in a year and you don’t need AI to figure out why  - Share price down sharply, apparently amid fears the bubble is getting bigger

 Taiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab  - Academia Sinica, Taiwan's premier national academic research institution, convened its 36th Convocation of Academicians from July 6 to 9 at the Academia Sinica Humanities and Social Sciences Building in Nangang, Taipei, drawing more than 200 academicians from Taiwan and overseas. Held once every two years,...

 Analog IC supply squeeze intensifies, ADI extends lead times

 Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

 Micron, Ford sign long-term memory supply agreement

 TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

 Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor

 Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

 AI server demand tightens power device supply as lead times stretch to 270 days

 Adlink posts record 2Q revenue on rising edge AI demand

 US grid strain from AI power demand extends order boom for Taiwan equipment makers

 Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

 Unimicron prices US$1.355 billion overseas depositary receipt offering

 AI lifts high-voltage prices as bubble fears return

 SK data center bet sets sights on intelligence exports

 Texas emerges as frontrunner for Taiwan firms racing to pick an overseas science park

 Sercomm posts record second-quarter revenue as AI boosts broadband demand

 Lenovo confirms YMTC SSDs in notebooks sold outside China

 Fulltech's Thailand plant targets AI and satellite demand

 Chicony Electronics reports June revenue gain as AI PC demand builds

 Sysgration says drone and IPC sales will drive 2H26 growth

 Taiwan pushes care robots as eldercare shortages expose legal gaps

 Officials warn of transshipment risks as strategic tech reaches Russia

 Microsoft cuts 4,800 jobs and resets Xbox as AI-era economics reshape its priorities

 Samsung Electronics second-quarter operating profit surges on AI memory boom

 Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters  - Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt N…

 Global Semiconductor Sales Increase 9.2% Month-to-Month in May  - An increase of 9.2% compared to the April 2026 total of $110.5 billion and 104.1% more than the May 2025 total of $59.1 billion. The post Global Semiconductor Sales Increase 9.2% Month-to-Month in May appeared first on Semiconductor Digest .

 Madlad builds homebrew GPU using 8,192 RISC-V chips  - The next version will have 32,000 MCUs

 IBM quantum fusion materials study targets tritium  - IBM, Oak Ridge National Laboratory and Cleveland Clinic have…

 The Accidental Infrastructure: How Crypto Miners Built the Foundation of the AI Boom  - Most crypto forty-niners died broke in a warehouse full of their computing rigs. Former Ethereum miner CoreWeave took its gold to Wall Street. On June 22, 2026, it joined the Nasdaq-100 — fifteen months after its IPO, nine years after its founders assembled their first GPU rig in a New Jersey office....

 Flawed chip reliability tests may misjudge insulators' lifetimes, new method suggests  - Microelectronics is currently undergoing major changes: The industry is working on promising new materials and chip architectures. But this also means that novel electronic materials must be tested carefully to ensure that ...

 Orbital Compute gears up for 10 gigawatts of AI compute in space  - Orbital Compute is unveiling plans for a 100,000-satellite constellation of orbital datacentres to provide AI computing power in space. A filing with the US Federal Communications Commission (FCC) outlines “artificial-intelligence workloads in space” according to the Los Angeles-based company. Gigawatts...

 Samsung Semiconductor Division Gets 100% Bonus, Smartphones 50%  - While the semiconductor division achieved the highest performance bonus due to the recovery in the memory semiconductor market, the Device eXperience (DX) division, which handles finished products such

 Democratic Party Rep. Kim Condemns People Power Party Rep. Na's 'Hyena Politics'

 Jeonnam-Gwangju Mayor: Gwangju Military Airport Optimal for Semiconductor Factory

 SK Hynix Sets ADR Price at 242,500 Won, Adjusts Offering to 43.14 Trillion

 Investors pause before Samsung earnings as Korea stocks slip, KOSDAQ weakens

 Cheongju Launches TF to Support SK Hynix's 100 Trillion Won Investment

 Samsung Earnings Test Memory Market Concerns

 Samsung Electronics tests Korea chip sentiment as earnings set tone

 Samsung Electronics' Memory Unit Receives 100% TAI Bonus

 Samsung boosts Korea bonuses as memory surges, smartphones and appliances lag

 Exclusive: Gwangju Ammunition Relocation Halted for Semiconductor Complex

 AI server boom drives MLCC demand surge, lifting Korea’s Samsung Electro-Mechanics

 KOSPI Edges Lower Ahead of Samsung's Earnings

 Hybrid Strategies Combat FOMO in Volatile Korean Market

 Breaking: Semiconductor Cluster to Be Built at Gwangju Military Airport

 Seoul shifts from “excess” to “additional” tax revenue to loosen spending rules

 SK Hynix Lists Record $29 Billion ADR on NASDAQ

 SK hynix lists record $29B ADR on Nasdaq, targets AI chip edge, index flows

 Apple's CXMT DRAM Engagement Seen as Bargaining Chip in Price Talks

 Samsung's SmartThings Pro, Galaxy Watch Monitor Heat Stress

 PeopleBio rebrands as TimeX AI and pivots to AI infrastructure in Korea

 Samsung, MOEL deploy Galaxy Watch AI to protect Korean outdoor workers

 Samsung Electronics' Pre-Provision Profit Tops 100 Trillion Won

 President Lee's Approval Rebounds to 47% After Seven Weeks

 Kyobo Securities lifts Samsung Electro-Mechanics target on AI server boom in Korea

 Foreign Investors' KOSPI Sell-Off Persists, May Worsen

 Petrochemical Firms Pivot to Semiconductor Materials for Survival

 T'way Air's First-Half Cargo Volume Jumps 37% to 18,000 Tons

 T’way Air lifts cargo 37% as long-haul expansion diversifies Korea freight

 Voice Is Key to Physical AI; Development Methods Need to Catch Up  - Voice AI can’t survive on clean-room tests; real-world acoustics break it. See why physics-based benchmarks must lead the next leap. The post Voice Is Key to Physical AI; Development Methods Need to Catch Up appeared first on EE Times .

 UT appoints Gregor Halff as new executive board president  - The University of Twente has appointed Gregor Halff as president of its executive board, effective 1 September.

 [News] Intel Reportedly Weighs Dual-Side Power Delivery for 14A2 to Boost Chip Density in Race With TSMC, Samsung  - Intel is reportedly refining its 1.4nm roadmap with a new power delivery architecture. According to ETNews, sources say the company originally planned to rely exclusively on its PowerDirect back-side power delivery network (BSPDN) for the baseline 14A node. However, Intel is now reportedly consideri......

 Executive Interview with Genta Taniguchi of Kyocera  - Genta Taniguchi serves as Executive Officer and Head of the Corporate Ceramic Materials Semiconductor Components Group at Kyocera Corporation. He leads initiatives in advanced ceramics and semiconductor-related technologies, supporting the company’s global business in electronic and communication components....

 Advantech expands edge AI portfolio with Qualcomm Dragonwing IQ9 platform  - Advantech has introduced a family of industrial platforms based on Qualcomm’s Dragonwing IQ9 processor,…

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 World working together ‘as one ecosystem’ on RISC-V chip research: executive  - Alibaba vice-president Qi Xiaoning says global tech firms continue to build a unified, open-standard ecosystem amid rising geopolitical barriers

 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…

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

 Automotive Ethernet connector supports 25Gbps for software-defined vehicles  - Modern vehicle architectures are placing increasing demands on in-vehicle networking as advanced driver assistance systems (ADAS), centralised…

 Falcon9 gives Fabships a taste of space  - On Sunday, a SpaceX Falcon 9 rocket put two semiconductor manufacturing pods into space for eight minutes and 19 seconds and brought them back to earth. Besxar Space Industries of Washington DC built and owns the pods which it calls ‘’Fabships’. It has booked nine SpaceX launches to test the Fabships’...

 半導體風雲/記憶體狂飆將告終?產業多空有5大觀察點  - AI浪潮帶動記憶體價格狂飆,近期卻遭遇兩大不利事件空襲:一是具記憶體主導權的南韓三星和SK海力士啟動高達800兆韓元(約5180億美元)的半導體投資計畫,兩大記憶體龍頭將新建四座晶圓廠,並大幅擴充HBM(高頻寬記憶體)封裝基地,希望5...

 ASIC延燒 創意、力旺H2火  - AI運算需求擴散至雲端服務商自研晶片,帶動ASIC設計服務、矽智財授權與先進製程驗證同步升溫。法人指出,隨大型雲端客戶追求更低功耗、更高資料傳輸效率及系統差異化,台系ASIC生態系下半 成長動能可望延續,創意(3443)與力旺(3529)扮演設計服務及關鍵IP供應角色,營運表現備受市場關注。...

 MIPS on the RISC-V Shift: ‘Physical AI Is Agentic AI at the Edge’  - MIPS bets RISC-V and ARC AI will power physical AI in cars and factory robots. Watch the interview and learn more. The post MIPS on the RISC-V Shift: ‘Physical AI Is Agentic AI at the Edge’ appeared first on EE Times .

 Executive Interview with Chris Morrison, VP Product Marketing at Agile Analog  - Chris Morrison is VP Product Marketing at Agile Analog, the customizable analog IP company. He has over 18 years’ experience of developing strong relationships with key partners across the semiconductor industry and delivering innovative analog, digital, power management and audio products, working...

 AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce  - TrendForce's latest MLCC industry research indicates that accelerating AI server platform upgrades and the continued volume growth of custom ASICs developed by CSPs have significantly boosted demand for high-end MLCCs.

 TP-Link’s Tapo T300 sensor detects water and other liquid-leak dangers  - Unintended fluids dripping from above? Accumulating from below? The T300 alerts you to them all. Threaded contacts suggest other uses, too. The post TP-Link’s Tapo T300 sensor detects water and other liquid-leak dangers appeared first on EDN .

 Research Bits: July 6  - Neural net predicts semiconductor properties; ferroelectric titanium dioxide thin film; bidirectional pixels. The post Research Bits: July 6 appeared first on Semiconductor Engineering .

 China memory module giant’s first-half profit set to jump more than 600-fold  - Longsys says net profit could reach up to 11 billion yuan, as strong demand and tight global wafer supply lift the downstream memory sector

 台積獲利結構升級 創意等小金雞受惠 業界點出外溢商機承接方式  - AI晶片需求強勁,推升台積電先進製程與先進封裝產能滿載,獲利結構同步升級。台積電7 16 法說會可望繳出亮眼成績單,隨核心資源聚焦高毛利業務,代工、封裝測試與特殊製程商機可望外溢,台積電小金雞-精材、采鈺、世界先進及創意受惠可期。...

 Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates  - Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 Narrative: Global Foldable Smartphone Shipments Forecast by Vendor by Region to 2027  - 2026 is set to mark a turning point in foldables: Apple is expected to launch its first foldable iPhone in the third quarter and to capture around 16.4% of global shipments for the full year, entering as the third-largest foldable vendor behind Samsung (37.2%) and Huawei (26.0%). By 2027, once Apple's...

 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.

 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...

 Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides  - As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power...

 [News] Intel Reportedly Raises CPU Prices; Flagship Xeon Up US$1,495, Select Desktop Chips +US$30–50  - Intel has raised prices for a range of its CPUs. According to Tom’s Hardware, the company confirmed on the 3rd that it had increased prices for selected consumer and server processors. An Intel spokesperson said the pricing adjustments reflect current market conditions, including rising supply cha......

 Analysis: 2026 Q2 South Korea xEV Demand Outlook 2024 to 2033  - This report summarizes the latest TechInsights forecast for South Korea’s xEV powertrain systems, semiconductors, and sensors. South Korea remains a strategically important base for electrified-vehicle, battery, and semiconductor production, but the outlook is shaped by softer domestic EV demand, stronger...

 EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback  - In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index funds might be driving market valuations ahead of actual fundamentals. The hosts also unpack the rumors surrounding Meta reportedly...

 Noviotech Campus sees another director go  - Hans Schoonen has stepped down as general director of the Noviotech Campus in Nijmegen.

 Micron and Ford Sign Strategic Agreement to Strengthen Long-Term Memory Supply and Industry Resilience  - Supply continuity supports Ford with high-performance memory and storage solutions for consumers around the world BOISE, Idaho, July 06, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen

 Gluing 8192 MCUs Together to Make a GPU  - What do you get when you take 8,192 CH570 MCUs, put them on custom PCBs, and write firmware for this interconnected gaggle of cores? In the case of [bitluni]’s project, …read more

 [News] Samsung, SK hynix Reportedly Look Beyond Chinese Tool and Component Suppliers Amid Supply Chain Risks  - South Korea's leading chipmakers have begun reshaping their semiconductor materials, components, and equipment (MCE) supply chains to reduce dependence on China. According to ETNews, sources say Samsung Electronics and SK hynix are evaluating alternatives to equipment from Chinese-owned Mattson Tech......

 Taiwan’s Next Semiconductor Bottleneck Is Not Silicon. It Is Power.  - Original Article By SemiVision Research [Reading time: 10 mins]

 AI supercycle could drive semiconductor market beyond US$2 trillion by 2030  - The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with...

 NXP chief says robots need autonomous computing to move beyond remote control

 Phison says AI demand could erase NAND memory's boom-and-bust cycle

 SEMI warns Trump admin against meddling in memory market

 Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

 Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing

 India's chip mission enters harder phase: deciding where to compete

 China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

 Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

 LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

 Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant

 Huawei HarmonyOS misses China government OS shortlist despite top security rating

 China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

 South Korea lines up US$204 billion Yeongnam manufacturing push

 South Korea weighs longer hours for chip R&D in new tech zones

 China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

 South Korea's chip hub push, led by Samsung, SK, draws KRW896 trillion — and a market selloff

 Kingboard raises CCL prices again as AI demand tightens PCB material supply

 Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools

 Taiwan firms face tighter China investment scrutiny after new law

 Micron breaks ground on Hiroshima expansion to boost AI memory chip production

 Huawei chip chief proposes Tau Law V2 centered on time-based scaling

 AI reshapes supply chains as Tong Ming upgrades smart manufacturing

 India roundup: India accelerates semiconductor ambitions through policy and global partnerships

 Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

 ESMT revenue hits record high as DDR2 and DDR3 prices keep climbing

 Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging

 Samsung Electro-Mechanics, Sumitomo Chemical to form glass-core venture for chip substrates

 USMCA shifts to annual review as trade deficit keeps pressure on Mexico talks

 China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

 Transcom lifts 2Q26 revenue 29% on defense and satellite demand

 India launches third semiconductor plant as CG Semi begins commercial production in Gujarat

 Front-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season

 Meta's AI cloud idea underscores a search for returns, not an AI retreat

 Micron breaks ground on $9bn Hiroshima fab expansion  - At the weekend, Micron broke ground on a $9.3 billion expansion of its fab in Hiroshima supported by a $4.8 billion allocation by the Japanese government. “Micron’s very first HBM production wafer was made right here in Hiroshima,” said Micron CEO Sanjay Mehrotra at the ceremony, “when American...