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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

11m: Ferguson Wellman Capital Management Inc. Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

11m: Diversify Wealth Management LLC Buys 111,142 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

41m: Micron Begins Foundation Construction at $100 Billion New York Campus

85m: Sulfanilic Acid Market Growth Outlook to 2035: Electronics and Semiconductor Demand Accelerate - News and Statistics

87m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by American Trust

91m: Navitas Semiconductor Stock Is on the Ropes. It Faces a New Patent Infringement Lawsuit.

2h: Applied Materials Stock (AMAT) Opinions on AI Semiconductor Profitability

2h: World Interferometric Laser Encoders - Market Analysis, Forecast, Size, Trends and Insights

2¼h: World Pewatron Sensors - Market Analysis, Forecast, Size, Trends and Insights

2½h: Industrial Drying Equipment Market Forecast 2026-2035: Growth Driven by Semiconductor and Electronics Demand - News and Statistics

2¾h: Cocamide Monoethanolamine Market Forecast Points Higher Toward 2035 on Electronics Cleaning Demand

3h: You Didn’t Need SanDisk: This Semiconductor ETF Caught the AI Wave Too

3¼h: SK Hynix raises $26.5B in largest-ever US listing by a foreign company, reshaping semiconductor investment landscape

3¼h: SK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026.

3¼h: Ultrasonic Cleaning Machines for Precision Optics Market Growth Outlook to 2035: Photonics and Semiconductor Demand Accelerate - News and Statistics

4h: 5 Analog Chip Stocks Set to Rebound as the Cycle Changes

4h: Chinese state-owned firms set up chip funds for long-term innovation

4¼h: Number of shareholders of Mars Semiconductor Corp. – TPEX:6708

5¼h: Rubidium Acetate Market Forecast Points Higher Toward 2035, Driven by Specialty Electronics Demand

5¾h: Third Generation Semiconductor Material Market Growth Outlook to 2035: Sic and Gan Demand Accelerates - News and Statistics

6h: Taiwan, U.S. are semiconductor partners, not rivals: U.S. scholar

6h: Enterprise value to EBIT forward of RDC Semiconductor Co. Ltd. – TPEX:3228

6½h: DPSS Laser Modules Market To Reach New Heights by 2035 Amid Semiconductor and Automation Boom - News and Statistics

6¾h: Mobile Phase Filter Market Forecast Points Higher Toward 2035, Driven by Semiconductor Precision Demands

7½h: After years of delays, Priortech’s $1 billion China chip asset heads for the public market

7¾h: CSC Financial: Semiconductor Equipment Supply Chain Faces Dual Localization Trend and Major Investment Opportunity

8h: Oxygen Delivery Systems Market Growth Outlook to 2035: Semiconductor, Homecare, and Industrial Automation Demand - News and Statistics

 魏哲家會揭露擴廠計畫?台積法說倒數 外資先把目標價喊到3,800元  - 【中時新聞網 鄭思楠】護國神山台積電預計明(13) 公布6 營收,並於16 舉行實體法說會,市場高度關注今 營運展望是否上修、資本支出會否調高、海內外擴廠進度、2奈米以下先進製程量產時程、先進封裝產能建置,以及面對三星、英特爾搶單與代工報價調漲等議題。法說會登場前,至少已有6家外資將台積電目標價調高至3,000元以上,其中花旗證券更喊出3,800元,成為外資圈最高目標價。...

 Short Story, Long Thesis  - Market Rewind: July 6-July 10, 2026

 New Smart Material Can Control Heat Like a Computer Chip  - Scientists have created a programmable material that gives engineers unprecedented control over heat, with potential applications ranging from energy systems to next-generation photonic memory. Heat normally follows strict rules. A material that efficiently absorbs heat from a particular direction and...

 The King Bleeds, Long Live The King  - Unsolicited advice for all AI ASIC startups.

 Q1 2026 Global Smartphone Market: Top 200 Models, Shipments, and ASP Trends  - Global smartphone shipments reached 290.3 million units in Q1 2026. Explore the top 200 smartphone models, ASP trends, price band dynamics, and vendor performance from TechInsights.

 Apple’s $30B Broadcom Deal Signals Expansions in AI, U.S. Supply Chain  - Apple’s $30B Broadcom bet drags AI data centers and U.S. chipmaking into its orbit… and may hand Intel a lifeline. The post Apple’s $30B Broadcom Deal Signals Expansions in AI, U.S. Supply Chain appeared first on EE Times .

 What Defines "Elite" in the Age of Physical AI?  - As AI enters the physical world, intelligence alone is no longer enough. Just as elite athletes rely on instinct and reflexes under pressure, physical AI systems must act safely, reliably and instantly in unpredictable environments.

 Stackpole expands CSSU series of current sense resistors  - Stackpole is expanding its CSSU series of high-power metal alloy current sense resistors with 0.5 mΩ and 20 mΩ options. The new 0.5 mΩ resistor enables lower power dissipation and reduced measurement losses in high-current circuits, highlights the company. And the 20 mΩ value broadens the usable...

 SK hynix Is Taking HBM to Wall Street—and Rewriting the Rules of AI Memory  - Original Article By SemiVision Research [Reading time: 12 mins]

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 Grab a blazing-fast dual-interface M.2 SSD enclosure for just $59 on Amazon — Asus' tool-less ROG Strix Aiolos is 14% off right now, featuring transfer speeds up to 20 Gbps  - Asus' fancy dual-interface M.2 enclosure is marked down to its lowest price ever on Amazon right now. Not only is it fast, but it also looks clean and has extra on-the-go convenience thanks to its metal hook and strap.

 July NPO/CPO Update: Stupidity Singularity  - So many dumb takes. MEESA FIGHT SILLY SILLY BULLSHIT.

 In China’s electronics hub, a memory chip crisis is hitting consumers hard  - Computer vendors in Shenzhen are raising their prices, as the AI boom drives a fivefold jump in the cost of key memory products

 台積法說要來了!四大重點搶先看 神山能成台股續攻催化劑?  - 晶圓代工龍頭台積電第二季法說會將於16 登場,法人聚焦AI晶片需求、先進製程稼動率、CoWoS先進封裝擴產進度,並關切第三季營運展望能否延續高成長動能。市場專家指出,台積電先前釋出第二季合併營收390億至402億美元、毛利率65.5%至67.5%的財測,若6...

 Hotspot temperature sensor on Nvidia's Blackwell gaming GPUs is still accessible if you have access to Nvidia's internal MODS tool — Nvidia RTX 5070 Ti caught throttling at 107°C over poor TIM application  - Nvidia decided to hide the hotspot temperature on its RTX 50 series, but internal diagnostic tools, such as Nvidia's own "MODS," can still read it. The resulting data reveals how some GPUs can overheat and throttle easily, which could be why the sensor was kept hidden in the first place.

 Insight: Sony Ends Physical Disc Production - Console Gaming's Ownership Crisis  - Sony’s move to end physical PlayStation game discs in January 2028 is more than a distribution shift—it is a defining test of consumer trust. By pushing new releases to the PlayStation Store, Sony can tighten control, reduce hardware complexity, and capture more digital value. But the timing is risky....

 CEO Interview with Mark Ren of Agentrys  - Mark Ren has 26 years of EDA and AI R&D experience spanning IBM Research and NVIDIA Research, driving design automation innovations that power modern chip design. He received the IBM Corporate Award for contributions to the design closure for high-performance microprocessors. At NVIDIA, he helped establish...

 Students Explore Electronic Engineering with Intel and DCU  - In June 2026, the School of Electronic Engineering at DCU, in partnership with Intel and the Higher Education Authority (HEA), hosted a transformative introduction to electronic engineering bootcamps ...

 TSMC A16 Backside Power at VLSI 2026  - TSMC’s A16 technology , presented as Paper T1.5 at the June 2026 IEEE/JSAP VLSI Symposium , marks the company’s first angstrom-class CMOS platform combining enhanced nanosheet gate-all-around transistors with backside power delivery. The key integration feature is Super Power Rail , or SPR, which...

 Component Price Landscape Q2 2026  - The Q2 2026 update to TechInsights’ semiconductor market forecast calls for topline semiconductor sales to skyrocket by 98% in 2026, another substantial increase from the 67% revenue growth projected in the Q1 version. Driving this growth are the ongoing AI boom, with datacenter demand for key products...

 Blinkers  - Selective oscillation achieves desired attention aspirations absent undesirable side effects. The post Blinkers appeared first on EDN .

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

 Policy Chief: South Korea's Economic Rebound Signals Long-Term Change  - It suggests that South Korea’s economy could enter a long-term growth trend driven by factors such as strong semiconductor exports.

 Song Young-gil Bases Campaign in Honam Semiconductor Cluster

 SK Hynix's $26.5 Billion Nasdaq Listing May Ease Dollar Liquidity

 SK hynix’s ADR raises $26.5b, signals dollar supply boost to South Korea FX

 SK Hynix's $26.5 Billion ADR Listing May Stabilize Won

 Jung Seok-won mistakes SK hynix for beer company, Baek Z Young reacts

 Jeong Seok-won's SK Hynix Confusion Shocks Baek Ji-young

 Korean Economy Redrawing Long-Term Trend Line

 Samsung Accelerates Yongin Semiconductor Fab to 2029 Ahead of Gwangju

 Kim Yong-beom says South Korea enters early shift to long-term growth trend

 SK Hynix ADR Debut and Leveraged Products Eyed for Korean Market Impact

 SK하이닉스 ADR 상장과 레버리지 출시…한국 증시 영향은?

 SK Hynix ADR Soars, Divides Investors

 SK하이닉스 ADR 첫날 ‘대박’...글로벌 IB들 “사야 하나” 시각차

 Samsung Electronics Moves Up Yongin Semiconductor Fab Operation to 2029

 Commissioner Lim Warns of Semiconductor Tax Concentration, Advocates Future Fund

 Tax chief warns Korea on chip-led revenue swings, backs future response fund

 Samsung accelerates Yongin chip plant, targets 2029 operations in South Korea

 National Tax Service Commissioner Warns Semiconductor Risks

 Construction Industry Awaits 1,400 Trillion Won Mega Projects Post-2027

 Korea construction firms chase 1,400 trillion won mega projects, brace for 2027 surge

 Inflation data, BOK decision and earnings steer Korea stocks; chip rebound tested

 Industry hubs drive South Korea’s regional apartment price divergence

 Experts see BOK deliver unanimous hike as Korea inflation and won surge

 U.S. CPI, Bank of Korea Meeting, Earnings Season to Shape Market Outlook

 Apartment Prices Surge in High-Tech Industrial Hubs

 Bank of Korea Expected to Raise Rates Unanimously, Year-End 3% Forecast

 Shinhan Securities Launches 'Shinhan Light' Zero-Commission Fund

 Chinese state-owned firms set up semiconductor funds amid calls for ‘patient’ capital  - China Life is set to form a US$737 million yuan fund for semiconductor investment, as Beijing calls for longer-term investment

 Discovery could lead to brighter, more energy-efficient digital displays  - Researchers found a simple solution for extending the lifespans of LEDs made from glowing microscopic particles called quantum dots.

 Hanyang University Researchers Achieve Controllable Doping in Organic Semiconductors  - An innovative method leveraging solvent polarity to regulate doping could unlock new applications in wearable electronics and self-powered sensors. The post Hanyang University Researchers Achieve Controllable Doping in Organic Semiconductors appeared first on Semiconductor Digest .

 Brain-inspired hardware brings faster, lower-power anomaly detection to AI systems  - The brain's cerebellum doesn't waste energy analyzing every moment. Instead, it constantly monitors the world for the unexpected—and springs into action only when something suddenly changes.

 Meta prepares to fab its third custom datacentre chip  - Meta is to put the third of its multi-generational MTIA (Meta Training and Inference Accelerators) into production in September as part of its plan to have 14GW of computing power in place in 2027. The chip – dubbed MTIA v3 and nicknamed Iris (pictured) – was designed with Broadcom and is for handling...