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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

1¾h: SOXX vs. CHAT ETF: Semiconductor Chips Beat AI Software

2¼h: World Semiconductor Quartz Glass - Market Analysis, Forecast, Size, Trends and Insights

2½h: World Semiconductor Microelectronics - Market Analysis, Forecast, Size, Trends and Insights

2½h: World Semiconductor Photodetector - Market Analysis, Forecast, Size, Trends and Insights

2½h: World Industrial Semiconductor - Market Analysis, Forecast, Size, Trends and Insights

2¾h: World Semiconductor Manufacturing Materials - Market Analysis, Forecast, Size, Trends and Insights

2¾h: Advanced Valves Market Growth Forecast to 2035: Semiconductor and Automation Demand Accelerate - News and Statistics

3h: Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?

3¼h: SOXL: Levered Semiconductor Funds Are Living On Borrowed Time (NYSEARCA:SOXL)

3¼h: This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026

3½h: Compact Power Units Market Growth Forecast to 2035: Automation and Semiconductor Demand Accelerate - News and Statistics

4½h: World I-Sense Voltage Monitor - Market Analysis, Forecast, Size, Trends and Insights

4½h: Dow Jones hits record close as financial stocks rally, but semiconductor weakness drags Nasdaq lower

5½h: QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

5¾h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC

6½h: LNG Returns as Semiconductor, AI Power Demand Surges

7¼h: Elevation Point Wealth Partners LLC Takes Position in NXP Semiconductors N.V. $NXPI

7½h: Intel Stock: AI Efficiency Could Counter Semiconductor Demand (NASDAQ:INTC)

7½h: First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¼h: World M Aminophenol - Market Analysis, Forecast, Size, Trends and Insights

8¼h: World TURBOVAC I - Mechanical Turbo Pumps - Market Analysis, Forecast, Size, Trends and Insights

8¼h: Tantalum Chloride Market Forecast Points Higher Toward 2035, Driven by Semiconductor and Capacitor Demand

8½h: Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8½h: World Tert Butyl Hydroperoxide - Market Analysis, Forecast, Size, Trends and Insights

9h: World 2 3 Butanediol - Market Analysis, Forecast, Size, Trends and Insights

 Inside Infineon’s €5B Dresden Fab: Virtual Fab Cloning Fast-Tracked the Launch  - At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule. The post Inside Infineon’s €5B Dresden Fab: Virtual Fab Cloning Fast-Tracked the Launch appeared first on EE Times .

 Raytheon eyes large-aperture telescope for Lazuli Space Observatory  - Raytheon has announced it is developing a large-aperture telescope for the Lazuli Space Observatory, part of The Eric and Wendy Schmidt Observatory System at Schmidt Sciences. It features on orbit‑tuning to boost insights about distant planets, dynamic astrophysical events. Specifically, the telescope’s...

 Honam Semiconductor : Can Policy Outlive Five-Year Lifespan?  - This was because the collapse of semiconductor companies, prolonged closures, and shutdowns erased the foundation of semiconductor technology and engineers.

 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

 DeepX partners with Koshida to drive Japan edge AI adoption

 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

 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] China’s Chip Material Suppliers Challenge Japanese Dominance; Guangyuan Invests US$1B in T-Glass  - China is stepping up its semiconductor materials ambitions, challenging a market long dominated by Japanese companies. According to Nikkei, Chinese manufacturers are accelerating investment and production of advanced materials as Beijing pushes for greater semiconductor self-sufficiency. Glass Clot......

 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......

 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...

 Advancements in power electronic converters  - The advancement in PEC technologies is leading to the development of converters with high efficiency, reliability, power density, gain and fast transient response, writes Samudrapom Dam. Power electronic converters (PECs) are switching circuital structures used to realise efficient energy conversion systems...

 Infineon expands sensor portfolio with ams OSRAM acquisition  - Infineon Technologies has completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM, strengthening…

 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)

 🌑 EMEA 
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 Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’  - New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says

 Probabilistic Memory Architecture That Bridges The Gap Between RNG Sampling and Memory Access (Notre Dame, Georgia Tech, Villanova)  - Researchers from University of Notre Dame, Georgia Institute of Technology, and Villanova University published a technical paper titled “Probabilistic Memory for Trustworthy Edge Intelligence.” Summary: The paper introduces p-MEM as “a unified memory primitive” that samples at “the native memory...

 This KVM runs a P4 instead of a Pi.  - If you asked us to build you a KVM last week, we’d likely have reached for a Raspberry Pi. Now, thanks to [JonathanRowny], we’d seriously consider an ESP32-P4, because his …read more

 SK hynix Plans $713B Domestic Investment  - SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and plans a Nasdaq listing. The post SK hynix Plans $713B Domestic Investment appeared first on EE Times .

 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...

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

 川普推MAGA製造回流領頭羊 台積、英特爾 加速在美擴產  - 美國總統川普再度點名半導體製造回流,表示台積電正將亞利桑那州晶圓廠規模擴大一倍,並稱美國晶片市占率有望在其任期結束前提升至50%。據供應鏈透露,台積電美國廠加速進行,目前維持原訂之六座晶圓廠、二座先進封裝之計畫;另一方面,英特爾也在近期轉向,大幅上修2026...

 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]

 IBM charts a path to A7 CFET chips  - Big Blue’s latest research chip demonstrates a route to vertically stacked transistors.

 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.

 🌑 Americas 
+

 How does superconductivity begin? Unveiling the hidden flow of electrons  - Superconductivity, a phenomenon in which electricity flows without resistance, is considered the core of quantum computers and next-generation power technologies. However, the exact states electrons undergo before superconductivity ...

 I'm Still Long  - Market Rewind: June 29-July 2, 2026

 US Media: Samsung and Anthropic Discuss Collaboration on 2nm AI Chips and Advanced Packaging  - Samsung Electronics is reportedly in discussions with North American artificial intelligence (AI) company Anthropic to manufacture its custom AI chips through Samsung's foundry business. The chips are expected to use Samsung's leading-edge 2-nanometer (2nm) process technology.According to The Inform

 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?

 超豐擬斥資不超過4,500萬美元收購菲律賓封測廠 強化海外布局  - 力成集團旗下封測廠超豐電子(2441)3 召開董事會,通過擬以自有資金向ON Semiconductor Japan Holdings Ltd.收購其持有的ON Semiconductor SSMP Philippines Corporation全部已發行股份,超豐強調,藉由此次的深化海外營運布局,未來提升全球客戶服務能力及供應鏈韌性。...

 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

 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.

 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...

 Carbon Dioxide Utilization: The Future of Green Chemicals?  - The chemicals sector needs to decarbonize to reach net-zero by 2050 goals globally. In this article, IDTechEx discusses key technology innovations, production scales, and the business case for CO2-derived chemicals, based on the circular economy concept of carbon dioxide utilization.

 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

 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...


Your feet? You'll be lucky to keep your head. I'll take the hand of your daughter, she will remain safe, and we will rule together over the Empire. But you... you have to answer for my father. -Paul Atreides