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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

28h: SK HynixTBD

29h: Foxconn Technol…TBD

52h: Samsung Electro…TBD

53h: United Microele…TBD

77h: ASE IndustrialTBD

77h: InnoluxTBD

81m: Alpha And Omega Semiconductor (AOSL) Could Be 34% Undervalued On Its AI Power Story

3h: Jensen Huang Thinks Semiconductors Will Be the Largest Industry in the World “By Far” — and This Might Be Key to Getting Nvidia Stock to $500

3¾h: President Lee Jae Myung Secures $1.5 Trillion AI Investments, Global Partnerships

3¾h: Scrapped Honam Dams Fuel Semiconductor Water Fears

3¾h: Korean, US Tech Giants Form AI Alliance

4h: Silicon Valley Divided Over Chinese Tech Approach

4h: KOSPI Plunge Drives Korean Investors to U.S. Stocks

4¼h: V-GaN Tech Hub opens test facility to accelerate microelectronics from lab to fab

4¼h: NVIDIA CEO Highlights Semiconductor Boom with SK Group Collabora

4¾h: Semiconductor industry can be Bangladesh's next growth engine after RMG: PM

5¾h: GT Voice: Seoul's AI blueprint needs global market to materialize

6¼h: Tower Semiconductor: Riding The AI Wave With A Margin Of Danger (NASDAQ:TSEM)

6¾h: The phone in your hand, the car on your driveway, and the AI that answered your last question all run on chips from one island, and if that island ever goes offline, the recovery will be measured in years, not weeks.

6¾h: A Semi-Theory of Almost Everything

7½h: PM Modi inaugurates Micron Technology’s Semiconductor plant at Sanand in Gujarat

7½h: 'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks

8h: Xi'an Peri Power Semiconductor Converting Technology Co., Ltd. Class A Revenue Breakdown – SZSE:300831

8½h: NSS Water: cleaning up semiconductor manufacturing at the molecular level

8¾h: NVIDIA (NVDA) CEO Highlights South Korea's Semiconductor Opportu

8¾h: Intel’s revival begins with a problem most companies want

9h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Van Diest Capital LLC's 2nd Largest Position

9h: Tiger Global Management LLC Has $1.88 Billion Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

9h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Insight Holdings Group LLC

9h: Matrix Private Capital Group LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

 Invest in Universities to Forge AI Powerhouse  - Building semiconductor factories is important, but nurturing the talent to operate them is more critical.

 Low profile, high AI ambition: what leaked comments reveal about DeepSeek’s Liang Wenfeng  - Tech founders are not known for ‘restraint’. But a transcript shows Liang Wenfeng is chasing an ultimate goal in AI, not short-term gains

 AI enthusiast adds Nvidia Tesla V100 as loud as a lawnmower to gaming PC for $266 — 32GB of VRAM rig can run 27 billion parameter model at 32 tokens per second  - A computing enthusiast has repurposed a very noisy and largely obsolete enterprise GPU (with lots of VRAM) for local LLM inference purposes.

 Scientists Crack the Code for Making “Impossible” Nanocrystals  - A molten salt method developed by researchers at UChicago and Argonne could enable more durable materials for printed electronics and flexible devices. Nanocrystals have become so valuable to science and technology that research involving them earned the 2023 Nobel Prize in Chemistry. Yet despite their...

 Scientists Built a Programmable Chip That Can Slow Light on Command  - New technology enables light to be stored, delayed, and controlled within a single photonic chip, with potential applications in low-power optical computing for AI servers and next-generation optical communication systems. Light moves quickly enough to transmit enormous amounts of information, but that...

 When wireless internet access was the NBT  - In 1999 the prospect of Wireless Internet access devices was exciting some people, but leaving others cold. Brian Halla, National Semiconductor’s CEO, said the industry was “undergoing a shift in […] The post When wireless internet access was the NBT appeared first on Electronics Weekly .

 Chip Industry Week In Review  - Amkor's $1.5B deal; Intel Foundry revenue up 31%; Siemens' dual buys; SiC plant dies; AMD's big week; TSMC price hike; Nokia's fab buy; earnings; $300M for accelerating inference; Keysight's multiphysics; copper interconnect alternative. The post Chip Industry Week In Review appeared first on Semiconductor...

 Raymon and Panasonic E-Bike Systems Announce Strategic Partnership  - Raymon and Panasonic E-Bike Systems are entering into a strategic partnership to shape the next generation of premium e-bikes.

 Intel Foundry Improves Execution, but External Customers Remain the Test  - Intel’s fabs are healing, but $293M in outside revenue won’t scare TSMC yet. The post Intel Foundry Improves Execution, but External Customers Remain the Test appeared first on EE Times .

 Protected: 2027 Chip in Florida: K-12 Semiconductor Education Challenge  - There is no excerpt because this is a protected post.

 Intel Reports Second-Quarter 2026 Financial Results  - Intel’s second-quarter 2026 earnings news release and presentation are available on the company’s Investor Relations website.

 Test, debug, and validation of CXL memory expanders  - Part 3 of design tutorial on CXL Type 3 memory expanders turns to test and debug using workload tools for bandwidth and stress validation. The post Test, debug, and validation of CXL memory expanders appeared first on EDN .

 Podcast EP357: How Gonka is Changing the Way AI is Accessed with David Liberman  - Daniel is joined by David Liberman, a Los Angeles-based futurist, serial entrepreneur, investor, and former Director of Products at Snap, as well as the co-creator of the Gonka protocol. Gonka is a decentralized protocol that connects people who need computing power for AI with operators who provide GPU...

 Navitas and Magnachip partner to accelerate high-voltage and ultra-high-voltage silicon carbide adoption  - GeneSiC Gen 4 and Gen 5 SiC license spans 1200V, 2300V, 3300V and higher voltages

 China’s AI Models Are Catching Up—But Its Compute Gap Is Getting Worse  - Orginal Article By SemiVision Research [Reading time: 13 mins]

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

-85h: STMicroelectron…6.9%beat 🟢

48h: NXP Semiconduct…TBD

92h: X Fab Silicon F…TBD

 Optical Tech Would Update a Robot’s AI on the Fly  - Projecting light directly onto a chip could stream data using less energy

 A Fiber Frozen at -196°C Unlocks a New Way To Store Light  - A frozen-core optical fiber has revealed a powerful new way to control interactions between light and sound. Molten lava hardens into rock as it cools, much as the surface of a lake freezes during a cold winter. In both cases, a liquid becomes a solid, changing physical properties such as density and...

 Are Chips Dead?  - Market Rewind: July 20-24, 2026

 World Cup breaks attendance record  - The 2026 FIFA World Cup was the first World Cup to be hosted by three countries; it had the most nations participating and hence most matches played (104) and […] The post World Cup breaks attendance record appeared first on Electronics Weekly .

 How Sports Photographer Kirby Lee Captures Big Moments  - Sports Photographer and Sandisk Ambassador Kirby Lee talks about his influences, how he prepares to...

 AI’s Next War Is Not About Better Models—It Is About Who Controls Them  - Original Article By SemiVision Research [Reading time: 14 mins]

 Enabot Ebo X Deep Dive Teardown  - The Enabot EBO X is a robot purchased from the Chinese market. The Enabot EBO X is designed with a X3M. The Enabot EBO X is a mobile indoor robot built around a 4K-stabilized camera system and a Horizon Robotics X3M edge-AI SoC that enables real-time V-SLAM by fusing camera imagery, depth sensing, and...

 Qnity Appoints Kate Dei Cas President of Semiconductor Technologies Segment  - Qnity Electronics, Inc., a technology solutions leader across the semiconductor value chain, today announced that it has appointed Katherine (Kate) Dei Cas as President of its Semiconductor Technologies business segment, effective August 3. The post Qnity Appoints Kate Dei Cas President of Semiconductor...

 IBM to Acquire HRL Laboratories to Power the Future of Quantum  - IBM has signed an agreement to purchase HRL Laboratories from Boeing and GM. This agreement starts the regulatory review process. Press Release: IBM to Acquire HRL Laboratories to Power the Future of Quantum As a company with a rich history of innovation, HRL Laboratories looks forward to joining IBM...

 DAC 2026: What Does It Actually Take to Create AI Chips?  - AI chips don’t need hype—they need power, memory, IP, thermal, and verification fights. See what DAC 2026 engineers will expose. The post DAC 2026: What Does It Actually Take to Create AI Chips? appeared first on EE Times .

 Etched Raises $300M with $1B in Pre-Orders  - AI chip startup Etched will start shipping its racks this summer. The post Etched Raises $300M with $1B in Pre-Orders appeared first on EE Times .

 World’s First Room-Temperature Quantum Material Sorts Light in an Unprecedented Way  - Quantum materials could transform technologies ranging from powerful computers and highly secure communications to advanced energy systems, but one major obstacle has long stood in the way. Most quantum materials reveal their unusual properties only when chilled to temperatures near absolute zero. At...

 Intel and Lens Technology Collaborate to Enable Advanced Semiconductor Packaging for the AI Era  - Collaboration combines Intel's advanced packaging expertise with Lens Technology's precision glass processing capabilities to deliver enhanced performance for future AI and datacenter workloads

 USB-C’s lingering incompatibilities and complexities, part 2: Splitter issues  - Yours truly can’t do the splits without ending up in the hospital, and it turns out the maneuver's equally difficult for USB. The post USB-C’s lingering incompatibilities and complexities, part 2: Splitter issues appeared first on EDN .

 AMD’s Instinct MI455X: Aiming for the Sun ...  - Hello you fine Internet folks, here at AMD’s Advancing AI event we are looking at AMD’s brand new Instinct MI455X, replacing the older Instinct MI355X at the top of their AI stack. ...

 Agentrys Designs a Real Chip with its Multi-Agent Workforce  - The face of EDA is changing. For forty years, this industry has focused on optimizing algorithms for design, verification and implementation of chips. That work has delivered some ground-breaking innovations. Logic synthesis is a good example. There are so many more. Thanks to the innovations commonly...

 Intel OnLogic Edge AI Awards  - From Pilot to Production: Intel and OnLogic Launch the Edge AI Awards to Celebrate the Teams Making Scale a Reality.

 PCs & Smartphones Supply Constrained  - Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs… Read more “PCs & Smartphones...

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

-72h: Intel200%beat 🟢

48h: Skyworks Soluti…TBD

-96h: Texas Instrumen…12%beat 🟢

48h: QorvoTBD

24h: Amkor Technolog…TBD

 Intel and SK Hynix Ohio Rumor Confirmed by Ohio Senator  - Similar to TeraFab, there is a lot to this JV/Partnership, and I go over my different scenarios with their pros and cons.

 Future of Memory And Storage  - Future of Memory & Storage has long been regarded by the industry as the world’s most important and...

 The West is debating AI’s future with half the world absent  - Any meaningful debate must include China, where the AI experiment is also running, at greater speed and scale and with different results

 Stranded Indium-Phosphide  - Degenerate stupid idea.

 Politics, shortages, tariffs and AI skew end markets  - The PC and smartphone markets are constrained, reports Semiconductor Intelligence. After two growth years, in Q2 2026 shipments of PCs sank 4.9% YoY and smartphones fell 6.7%, estimates IDC, which […] The post Politics, shortages, tariffs and AI skew end markets appeared first on Electronics Weekly...

 What caught your eye? Quantum computing, CuspAI discovery, Invisible drone  - What caught our eye this last week? There's SaxonQ quantum computing, a Cambridge startup using AI to discover new materials, and a Phantom Twist drone bidding for invisibility... The post What caught your eye? Quantum computing, CuspAI discovery, Invisible drone appeared first on Electronics Weekly ....

 Can AMD break the CUDA Moat? AMD Advancing AI 2026  - Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Produc…

 TSMC could spend $10B more on N2 capacity. Why won’t they?  - TSMC has the cash... Why not build more N2? Implications of not doing so? And more

 Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation  - New identity reflects the company’s expansion from AI-assisted code generation to multi-step semiconductor engineering workflows; seed round supports enterprise growth. The post Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation appeared first on Semiconductor Digest .

 Intel Second-Quarter Revenue Rises 25% to $16.1 Billion  - Intel posted results that beat market expectations on surging demand from artificial intelligence (AI) data centers. With its third-quarter outlook also exceeding expectations, the company's shares jumped about 9% in after-hours trading.Intel said in second-quarter results released on July 23 local

 Structured Cavity Quantum Electrodynamics  - …especially at the single quanta level, is highly intriguing yet largely unexplored. Here, we present the structured light-matter interaction at the single-photon level in a semiconductor cavity quantum electrodynamics system. Four distinct structured cavity modes that are spectrally close to each other...

 Supply Chain Leaders’ New Math for Network Decisions  - Gartner urges supply chain leaders to quantify daily operational friction, making network investments more resilient and easier to justify. The post Supply Chain Leaders’ New Math for Network Decisions appeared first on EE Times .

 Why 4D imaging radar is critical to AV commercialization  - The market for commercial autonomous vehicles (AVs) is poised for explosive growth over the coming decade, and 4D imaging radar Continue Reading The post Why 4D imaging radar is critical to AV commercialization appeared first on EDN .

 MACOM to Report Third Quarter 2026 Financial Results on August 6, 2026  - LOWELL, MA, July 23, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its third quarter ended July 3, 2026, before market open on Thursday, August 6, 2026. In conjunction with the release, MACOM will conduct a conference call at 8:30...

 The Silicon Shield Has Never Been Stronger!  - The “ Silicon Shield ” describes the idea that Taiwan’s central role in advanced semiconductor manufacturing raises the economic and strategic cost of military action against the island. The shield is not a literal defense system. It is a form of structural deterrence created by technological concentration:...

 Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO  - Original Article By SemiVision Research [Reading time: 23 mins]


SILENCE! -Paul Atreides