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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

78m: Nordson Corporation: AI Semiconductor Strength Drives Financial Results (NASDAQ:NDSN)

87m: This Artificial Intelligence (AI) Chip Giant Is a Profit-Making Machine. Its Latest Move Could Supercharge the Stock

89m: 3 iShares ETFs to Buy Now as South Korea and Taiwan Soar Past 100% Gains in 2026

1¾h: Honam Semiconductor Project: Can Policy Outlast Five Years?

2¼h: India advances $13.2bn semiconductor drive with new chip research hub

3½h: SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead

3¾h: Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know

3¾h: Micron Stock Selloff Puts These Semiconductor Stocks In Focus

4¼h: Elmos Semiconductor SE: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

5h: Silicon Drift Detector Equipment Market Growth Driven by Semiconductor Metrology and Portable Analysis Through 2035 - News and Statistics

5¼h: Automotive Semiconductor Market Size Accelerate to Hit USD 213.88 Billion by 2035 at 7.20% CAGR, Driving

5¼h: Infineon opens €5bn fab in eastern Germany, doubles capacity

5½h: Does AEIS’s Russell Index Shift Quietly Recast Its AI and Semiconductor Investment Story?

5¾h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Y Intercept Hong Kong Ltd

5¾h: Mexico Semiconductor Adhesive Paste and Film - Market Analysis, Forecast, Size, Trends and Insights

6h: Bitcoin (BTC) price bounces as memory, semiconductor stock trade starts to cool

6¼h: KNJ Diversifies Semiconductor Materials Business Beyond SiC Into Silicon

6¼h: Should You Invest in the iShares Semiconductor ETF (SOXX)?

6½h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC

6½h: Semiconductor and AI demand fuels air cargo boom in June

6¾h: Performance Comparison: Micron Technology And Competitors In Semiconductors & Semiconductor Equipment

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

7¼h: Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¾h: The Integrated Circuit and the Future of AI Leadership

 Fish Fry Special Edition: 2026 International Women in Engineering Day  - Welcome to our third annual International Women in Engineering Day Fish Fry podcast! My special guests are Laura Mirkarimi from Adeia, Angelica Davila from Penguin Solutions, and Madison Ecklund from Texas Instruments. In this special episode of Fish Fry, we discuss their journeys into the world of high...

 AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains Moderate as Consumer Demand Weakens and High Base Effects Take Hold, Says TrendForce  - TrendForce’s latest memory pricing survey reveals that the DRAM market will remain extremely tight in the third quarter of 2026. However, weaker demand from consumer applications and the impact of a higher comparison base are expected to moderate contract price increases to 13–18% QoQ.

 [News] Samsung Reportedly Seeks Up to 20% 3Q26 DRAM Price Increase; LPDDR Hikes May Exceed 20%  - Samsung is reportedly pushing for another wave of memory price increase in 3Q26. According to ZDNet, Samsung Electronics is negotiating aggressively with customers to raise its third-quarter DRAM average selling price (ASP) by as much as 20% from the previous quarter. An industry source added that ......

 Spain’s Semiconductor Landscape: Six Stories from a Growing Ecosystem  - EE Times examines the companies, institutes, and policy initiatives positioning Spain within Europe’s next wave of semiconductor innovation. The post Spain’s Semiconductor Landscape: Six Stories from a Growing Ecosystem appeared first on EE Times .

 [News] Kioxia Begins BiCS 10 NAND Sampling, Reportedly Targets 2027 Mass Production at Kitakami Fab  - Shortly after signaling summer sampling plans for its next-generation NAND, Kioxia on July 3 announced it has begun sample shipments of 1Tb (terabit) TLC (Triple-Level Cell) memory devices based on its 10th-generation BiCS FLASH 3D NAND technology. According to the company, the products will be manu......

 WEBINAR: Defacto is Boosting Front-end SoC Design With AI-Powered EDA tools  - The real promise of AI in EDA is not to replace EDA tools or reinvent design flows, it is to help engineers accomplish existing tasks even more complex design tasks faster, more safely, and with far less tool expertise than was previously required.

 EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More  - ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft…

 Turkey Needs to Make Its Own Chips, Not Just Design Them  - Turkey has built a strong chip design base, but without domestic manufacturing, its semiconductor sovereignty remains on loan. The post Turkey Needs to Make Its Own Chips, Not Just Design Them appeared first on EE Times .

 Are Modulated Ultrasound MEMS Speakers the Future of Speakers?  - Engineers tend to be traditional. Once we’ve found a way of doing something that works, we can happily keep on doing it the same way for decades. Loudspeakers are a perfect example. Whether they’re found in earbuds, smartphones, televisions, or concert halls, almost all of them still rely on the same...

 How 3D Printing is Reshaping the Future of Hip and Knee Replacements  - The market for additively manufactured orthopedic implants is accelerating rapidly, driven by demands of biological fixation and personalization. This article explores how additive manufacturing is transforming the hip and knee replacement market.

 Chip R&D Is Accelerating to Keep Pace With AI  - UCLA’s semiconductor hub tightens the academia-industry feedback loop

 Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race  - CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says

 OpenAI's 5% stake pitch pulls AI deeper into Washington  - OpenAI has discussed giving the US government a 5% stake in the company, according to the Financial Times , as the AI developer seeks to ease political pressure over model risks and whether Americans should share in the industry's profits. Reuters said it could not independently verify the report.

 Previewing Intel's Q2 Results  - Internal demand is skyrocketing, Intel's lead contractor for Ohio is on a hiring spree, and Lip-Bu just hinted at how external foundry volume will ramp (IDM is back)

 The interposer-to-PCB realization corridor in CoWoP  - Here is why the missing CoWoP challenge is pitch translation from interposer to PCB in this version of advanced packaging. The post The interposer-to-PCB realization corridor in CoWoP appeared first on EDN .

 半導體風雲/黃仁勳狂潮中場休息?台股下半 迎期中考  - 「AI已成為基礎設施。」輝達(NVIDIA)執行長黃仁勳這句話,道出全球AI投資持續升溫趨勢,也帶動台灣AI供應鏈成為上半 市場資金追逐焦點,7 1 台股加權指數早盤依舊火熱,狂漲逾千點持續衝鋒,但是投顧分析師示警,隨著台股進入下半...

 Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved  - HBC stacking DRAM on the compute die increases memory bandwidth and skips CoWoS. The packaging problem does not go away, it shifts to 3D.

 ☀️ Americas 🇺🇸
🇨🇦  ---  🌘 +

 Sony joins MIPI Alliance board  - Sony Semiconductor Solutions Corporation has been approved as the newest Promoter member of the MIPI Alliance, giving the image sensor…

 Sponsored Content: Power System Reliability in Extreme Cold with -65°C Aluminum Electrolytic Capacitors  - Extreme cold environments place unprecedented demands on power systems, making the low-temperature performance of aluminum electrolytic capacitors a critical factor in overall system reliability. I. In extreme cold environments, power system failures are often not caused by the control system. Power system...

 Absolute illiteracy about absolute maximum ratings  - Stress exceeding the levels prescribed in absolute maximum ratings specifications may lead to chip malfunctions. Key word: may. The post Absolute illiteracy about absolute maximum ratings appeared first on EDN .

 Chip Industry Week In Review  - S. Korea goes All In on AI; new Dresden power fab; Intel expansion; GM secures memory supply; AI power management funding; mature-node foundry capacity; 300mm fab equipment; McKinsey's map of strategic IC supply; security threats; AI burnout. The post Chip Industry Week In Review appeared first on Semiconductor...

 Mouser adds nine franchises  - Mouser has signed nine new distribution agreements this year. They are: ELKO EP: Electronic control and automation components for building and industrial systems Evezor: Modular automation and motion control platforms for flexible system design icotek: Cable management and entry systems for industrial...

 How MACsec Protects the Vehicles of the Future  - As Automotive Driver Assistance Systems (ADAS) continue to improve and vehicles become ever more connected, data security is increasingly critical to ensure safety and integrity of the vehicle.

 川普晶圓夢 又點名台灣  - 美國總統川普當地時間1 表示,台灣將把在亞利桑那州興建的晶圓廠規模擴大一倍,有助在他任期結束前,讓美國在全球晶片市場的占有率提升至50%。  川普談話引發關注,台積電拒絕評論相關報導,對此,經濟部部長龔明鑫受訪時則強調,政府單位是協助角色,不便替企業發言。至於台積電與美國在投資規模之間的溝通,要相信台積電董事長魏哲家是非常有智慧的,可以處理這件事情。...

 Germany's Infineon opens major chip plant as EU seeks tech autonomy  - German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday as Europe seeks to bolster its high-tech autonomy.

 SSDs are hot: Why AI demands micro-cooling  - As AI workloads evolve, solid-state drive (SSD) designs are bumping against a critical limitation: heat. The post SSDs are hot: Why AI demands micro-cooling appeared first on EDN .

 Key Technology Trends to Watch in Advanced Semiconductor Packaging  - Advanced semiconductor packaging has become a central technology platform for high performance computing. For AI and HPC processors, performance depends not only on transistor density, but also on memory bandwidth, I/O density, power delivery, thermal management, and the ability to integrate more functional...

 Korea’s \u20A9800 Trillion Semiconductor Bet: Why the AI Chip War Has Become a National Race  - Original Article By SemiVision Research [Reading time: 14 mins]

 Why architecture matters more than ever in the age of AI  - Applying AI with an architectural mindset makes it a genuine force multiplier. Applying it without one makes it a complexity multiplier.

 Oxmiq raises $35m to re-architect the GPU  - Oxmiq of Campbell, California has raised $35 million to bring its total funding so far to $60 million. Oxmiq is developing a GPU architecture and software for licensing which will work across many industries and workloads. “We would want to be the Arm of this next era,” CEO Raja Koduri told Reuters....

 SK hynix invests 1.4 trillion won to fortify Korea’s AI chip supply chain  - SK hynix will expand its mutual growth model with a focus on supporting semiconductor materials, parts, and equipment partners.

 Daedong Metals Transforms with AI into Future Sectors

 Daedong Metals pivots to future industries and drives AI manufacturing in Korea

 KOSPI Plunges 7.89% Amid AI Investment Fears

 OpenAI Proposes 5% Stake Transfer to U.S. Government for Public Fund

 Samsung Electro-Mechanics, Sumitomo Chemical Form AI Semiconductor Venture

 Samsung Electro-Mechanics, Dongwoo Fine-Chem Venture for Glass Core Production

 Samsung Electro-Mechanics and Dongwoo Fine-Chem launch Korea glass core JV

 Comedian Mija Goes All-In on SK Hynix After 100 Million Won Loss

 SK Hynix Commits 1.4 Trillion Won to AI Semiconductor Ecosystem

 Apple Negotiates Chip Purchases From Blacklisted Chinese Firms

 Apple weighs buying blacklisted China chips for China-only devices

 Seoul Apartment Jeonse Prices Rise 0.30% Weekly

 LS ELECTRIC Launches World’s First 100% DC Distribution Factory

 President Lee Jae Myung: Semiconductor Investment Third Stepping Stone

 Samsung Foundry Selectively Accepts AI Chip Orders

 Leveraged Semiconductor ETFs Dominate Domestic Market with 781% Return

 Leveraged ETFs power Korea semiconductor and IT surge in first half

 Samsung foundry caps new orders as AI and big tech fuel capacity crunch

 Record trade surplus collides with won slump as foreigners dump Korea stocks

 Hyundai Union's 30% Profit Demand Gains Traction

 Minister: Honam Semiconductor 6.3 GW Needs No New Nuclear

 Minister Kim says Honam chip hub secures 6.3GW without new nuclear

 AI Mega Project Lifts Regional Construction Stocks

 K-Beauty Stocks Surge as Semiconductor Dominance Wavers

 KOSPI Crashes Below 8,000 on U.S. AI Bubble Fears

 US-led AI selloff sinks Korea stocks as KOSPI breaks 8000, sidecar hits

 Shareholders Demand Explanatory Session on Samsung, SK Hynix's Mega Investment Plan

 Korea mid-sized firms extend rebound as manufacturing and exports strengthen

 President Lee Jae Myung Rejects 'Outdated Pressure' in Corporate Investments

 Nam Seok-gwan: KOSPI 10,000 Possible, Avoid Samsung

 New York Markets Close Lower on Semiconductor Sell-Off

 AI chip sell-off pulls Wall Street lower as M7 ex-Nvidia rally

 M&A Market Concentrates on Semiconductors, PE Transactions

 Korea M&A concentrates on semiconductors as PE secondary deals drive market

 SK hynix opens 54 roles, spurring Korea job-changers from Samsung and state firms

 Exclusive: Samsung, SK Hynix Partner with SNU on Semiconductor Contract Departments

 Memory price relief for PC brands is expected to be temporary  - Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight...

 Socionext to develop TSMC A14 chiplet for AI data center SoCs

 LG Electronics moves into ASIC design services as TSMC ties draw attention

 China power chip makers raise prices, exposing AI server squeeze on mature-node supply

 Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue

 AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

 Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

 Samsung courts AI chipmakers with 2nm roadmap amid firming foundry demand

 China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

 Passive component suppliers regain momentum on AI server and auto demand

 Analysis: How long can memory's AI-driven boom last?

 DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

 Singapore files additional fraud and money laundering charges in Nvidia-linked server case

 Nvidia and nuclear energy startup Valar test microreactor to power AI data center

 Supermicro: We are cooperating with Taiwan, not under investigation

 Samsung exec calls for nuclear expansion to support Gwangju fab plan

 Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand

 LG Electronics creates robot business center to scale physical AI and robotics supply chain

 Europe's heatwave turns air conditioners into power chip growth story

 PlayStation to end physical game discs for new releases from 2028

 Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

 Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition

 Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

 Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots

 SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

 Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

 Chips&Media Strengthens Codec Leadership With Next-Gen AV2 Licensing Deal  - Chips&Media has signed a next-generation AV2 video IP licensing agreement with a major North American Big Tech company, marking an important step in the commercialization of the next wave of video compression technology. The deal includes Chips&Media’s AV2 decoder IP along with multi-standard codec...

 Engineering Heterogeneity at Scale  - AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift. The post Engineering Heterogeneity at Scale appeared first on EE Times .

 Operating Optimally with Thermal Management Technologies  - Maintaining optimum operating temperatures for applications where overheating and thermal runaway might be a risk is the role of thermal management technologies, which can vary greatly in approach depending on application type. This article covers thermal management for BESS and EVs.

 🌑 AsiaPac 
+

 DeepX partners with Koshida to drive Japan edge AI adoption  - DEEPX’s flagship product, the DX-M1, is an ultra-low-power AI Semiconductor built on a 5-nanometer process.

 Honam Semiconductor : Can Policy Outlive Five-Year Lifespan?

 Lee reviews South Korea semiconductor cluster with Samsung and SK

 South Korea’s Leveraged ETFs Underperform Despite Stock Surge

 High-Performing ETF Faces Delisting in South Korea

 Leverage ETFs in South Korea erode returns as volatility magnifies losses

 Samsung to Invest 60 Trillion Won in Yeongnam AI Cluster

 Samsung invests ₩60trillion to build Yeongnam physical AI cluster

 President Lee Jae Myung Reviews Semiconductor Cluster Progress at Cheong Wa Dae

 Institutions drive Kospi rebound to near 8,100 as Samsung, SK hynix surge

 LG to Invest 9.4 Trillion Won in AI Infrastructure, Advanced Manufacturing

 Memory Market Surges to 350 Trillion Won on AI Demand

 Ai boom propels global memory market toward 350 trillion won in q2

 SEMI Urges U.S. Government to Avoid Memory Market Intervention

 SEMI urges Trump team to avoid memory market meddling as AI demand soars

 KOSPI Swings 700 Points, Rebounds Near 8,100 on Institutional Buying

 Dollar Deposits Surge 10 Trillion Won as Companies Accumulate

 Corporations hoard dollars as individuals sell, lifting South Korea bank deposits

 Police Probe False Claims of Gov’t Order to Scrap Chipmaker Bonuses

 KOSPI V-Shaped Rebound to 7,800 After 7,400 Plunge

 KOSPI rebounds in V-shape as institutions buy, while KOSDAQ slides 3%

 South Korea expands Honam offshore wind ports, rules out desalination

 DeepX Partners With Koshida to Target Japanese Edge AI Market

 People Power Party Leader Calls Democratic Party Committee a 'Dead Committee'

 KOSPI Opens Higher Despite US Semiconductor Slump

 Korea stocks open higher then whipsaw as chip slump, KOSDAQ slides

 Democratic Party Legislates, Funds Three Mega Projects

 Democratic Party launches push for laws and budgets backing three mega projects

 Startup targets datacenters with 3D-printed nuclear reactor module  - Fancy a thorium microreactor capable of delivering up to 30 MWe of juice for up to 30 years?

 AI晶片量產帶動高階測試需求 中華精測第二季營收創同期新高  - AI、高效能運算(HPC)及ASIC晶片量產持續推升半導體測試需求,測試介面廠中華精測(6510)3 公布6 合併營收5.74億元, 增5.8%、 增40.2%,連續第六個 改寫單 歷史新高。 中華精測第二季合併營收16.40億元,創歷 同期新高,季增20.8%、...

 Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction  - With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better...

 Intel takes aim at TSMC's CoWoS lead with EMIB-T

 Taiwan's Turvo confirms full management authority, reaffirms robotics expansion plans

 Turn Cloud shifts to AI infrastructure

 China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

 South Korea bets on southwest semiconductor cluster, but key hurdles remain

 Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

 Ubtech's U1 companion robots test whether China is ready for AI intimacy

 Infineon China pushes back after GaN products removed at Shanghai electronics show

 Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia

 Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

 Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

 Meta's reported cloud push fuels debate over AI chip demand

 SK Hynix puts US$64 billion into Cheongju chip buildout

 Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap

 AI server PMIC demand drives spillover orders for Taiwan chip designers

 Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

 Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

 India and Japan deepen economic security ties at New Delhi summit

 SAP names Verena Siow Asia-Pacific President

 How TSMC quietly turned its supply chain into a 'second fleet'

 Microsoft launches US$2.5 B unit to guide enterprise AI adoption using embedded engineers

 Global server demand is set to stay strong through 2027 as supply chain pressure widens

 Wistron chair urges Taiwan to shift beyond manufacturing mindset in AI era

 Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

 Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

 Huawei's Ascend AI chips target South Korea in new Nvidia challenge

 Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge

 UBTech CEO says robots will take over most physical jobs in 20 years

 Chinese power chip price hikes lift Taiwanese suppliers

 Trend Micro and Check Point expand enterprise AI security integrations

 Turvo expands auto business and targets growth in five new markets

 Renesas trims chip portfolio to focus on AI servers and EVs

 Seoul seeks Kumamoto's chip playbook, but Japan's model isn't easy to copy

 Turvo shifts North America production as robot revenue target rises before 2029

 CSCC expands Pingnan plant to lift carbon materials output

 Small-home living drives demand for mobile TVs and pico projectors

 Sinbon lifts revenue to record levels as humanoid robot work advances

 TSMC wins approval for US$20 billion Arizona expansion

 AI computing stock panic over Meta cloud rumour ‘erroneous’, analysts say  - Fears of AI hardware glut not warranted, as ‘Meta’s data centre and compute procurement will accelerate, not slow down’, SemiAnalysis says

 Intel’s CPO Packaging Roadmap: From Glass Couplers to Pluggable Optical Connectors  - Original Article By SemiVision Research [Reading time: 18 mins]

 Meta Compute: Everyone Wants To Be A Neocloud  - Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon…

 SEQUANCES: Deciphering the Vulnerabilities of Quantum Cryptography Systems  - Quantum cryptography, which promises to significantly enhance the security of communications, has not yet revealed all its secrets. Through the Carnot SEQUANCES project, CEA-Leti has substantially deepened its understanding of these systems by investigating potential physical attacks targeting the optical-to-digital...

 Texas Instruments to webcast Q2 2026 earnings conference call  - Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:30 p.m. Central time. Haviv Ilan, chairman, president and...

 Airbus wins ESA’s Aeolus-2 wind sensing satellite contract  - Airbus Defence and Space has won the initial contract for the design and build of the European Space Agency’s (ESA) Aeolus-2 wind sensing satellite. The agreement was signed, above, at ESA’s UK headquarters ECSAT at Harwell. Airbus built the first Aeolus wind sensing satellite in 2018, providing the...

 AI晶片下一場革命來了!TGV玻璃鑽孔成關鍵戰場 台廠誰占先機  - 隨著AI模型規模快速擴張,傳統ABF載板與矽中介層逐漸面臨尺寸、翹曲及成本等限制,Glass Core Substrate(GCS,玻璃核心基板)與Through Glass Via(TGV,玻璃鑽孔)因此被視為下一代先進封裝的重要技術路線。 所謂GCS,是以玻璃材料取代現行有機載板核心層的新型封裝基板,利用玻璃具備高平坦度、低熱膨脹及高尺寸穩定性等特性,支援更大面積、更高密度的晶片封裝;而TG...

 [Market Memo] Hot Summer Topics  - Applied Materials, Erock, HBF Updated Views, VCSEL CPO Updated Views, 800V DC Practical Limits

 對手被併購 義隆啖市占大餅  - 美商安森美(Onsemi)宣布以約70億美元全股票交易併購Synaptics,市場解讀,這樁交易主軸鎖定Physical AI、車用、機器人與人機介面平台,使Synaptics原本在筆電觸控板、指紋辨識等PC相關業務資源配置出現變數。法人指出,NB Touchpad長期由義隆與Synaptics寡占,若客戶因併購後組織調整、產品迭代與工程支援不確定性升高而分散供應,義隆可望迎來新一輪市占提升機會。...


We chased them into a Coriolis storm. Winds at eight hundred kilometers an hour. Nothing survives such a storm. They're dead. It's a certainty. -Baron Vladimir Harkonnen