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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

28m: Diodes To Acquire ElevATE Semiconductor For $250 Million, Expanding Analog And Mixed-Signal Portfolio

34m: Semiconductor trade hits peak as crowded positioning raises volatility fears

71m: Leveraged ETFs Trigger Global Semiconductor Stock Plunge

82m: Wilfley Pumps Market To Reach New Heights by 2035 Amid Semiconductor and Electronics Manufacturing Growth - News and Statistics

83m: Oregon wins $15 million federal semiconductor grant – with potential to grow to $160 million

88m: Oregon lands $160M US semiconductor 'engine' award

98m: Matsui Statement on $225 Million Federal Investment in Bosch's Roseville Facility

1¾h: Rapid component obsolescence is reshaping today’s semiconductor procurement dynamics

3h: Taiwan Semiconductor: Prepare For A Big Surprise (NYSE:TSM)

3h: Presidio Investors to Sell ElevATE Semiconductor to Diodes in $250 Million Deal

3¼h: EU approves €659m German state aid for four semiconductor facilities

3¼h: Why Tower Semiconductor Stock Skyrocketed on Tuesday

4h: Semiconductor Industry Outlook 2025

4h: Why Chemicals Used in the Semiconductor Industry are Important to Investors

4¼h: Tower Semiconductor shares jump as company announces Japan expansion to boost silicon photonics capacity

4¼h: Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive News

4½h: Germanium Semiconductor Market Forecast Points Higher Toward 2035 on Fiber-Optic and 5G Demand

4½h: Chips Act 2.0: Ambition requires funding

4½h: After Nearly Eight Years With Presidio, ElevATE Is Set to Join Diodes

4½h: Fujifilm: Semiconductor Materials Might Change Its Outlook (OTCMKTS:FUJIY)

4¾h: Lumentum: An Optical Company Trading Like A Semiconductor (NASDAQ:LITE)

4¾h: Why is Tower Semiconductor stock surging today?

4¾h: MicroVision Launches MicroVision Semiconductor to Expand ASIC Development and Lidar Capabilities

5¼h: Philadelphia Semiconductor Index Sees Gains; Key Stocks Surge

5¼h: United Kingdom Amhs for Semiconductor - Market Analysis, Forecast, Size, Trends and Insights

5½h: Tower Semiconductor Stock Rises 14% on Japanese Capacity Expansion Plans

6h: Ford Compliments Bosch On Securing Major Semiconductor Agreement

6¼h: MicroVision's Colorado Unit Combines Chips, Photonics and Lidar

6½h: Gallium Oxide startup NextGO Epi raises €2m

6¾h: Taiwan Semiconductor could raise mature node pricing next year: Wedbush (TSM:NYSE)

7½h: Price Prediction: ON Semiconductor’s Rally May Be Far From Over

7½h: Diodes Incorporated to Acquire ElevATE Semiconductor, Expanding Analog and Mixed-Signal Portfolio

7¾h: Aras adds PLM accelerator for semiconductor workflows

8h: S&P 500 Futures Fall in Premarket Trading; Tower Semiconductor, Arxis Lead

8¾h: Tower Semiconductor Unveils $3 Billion Japan Expansion to Boost AI Chip Production (TSEM)

8¾h: Bosch secures CHIPS funding for California wafer fab and semiconductor plant

 NextGO Epi raises €2m for gallium oxide wafers  - Berlin-based NextGO Epi has raised €2 million in pre-seed funding to expand…

 VectorBlox SDK supports AI inference in power-constrained edge AI apps  - Microchip is releasing its VectorBlox 3.0 Accelerator SDK to help simplify FPGA-based AI implementations. Specifically, it is for those deploying AI inference in power-constrained and mission-critical environments, such as aerospace and defence systems. VectorBlox Available to developers free of charge,...

 IQE secures $14m production order with strategic global technology customer for AI and data-center markets  - Ongoing development supports next-generation datacoms technologies

 Special Tax on Corporate Excess Profits Sparks Business Backlash  - Professor Jeong Heung-jun of Seoul National University of Science and Technology, who led the session's presentation, stated, "The high profits of our semiconductor companies are certainly welcome," but

 Samsung Electronics and SK Hynix Shares Fall as Analysts Downgrade Forecasts

 Korea chip rally cools as brokers cut Samsung, SK hynix forecasts

 Bloomberg reports Samsung weighs US ADR as company denies review

 Huawei Re-Enters Global 5G Market With Pura 90s Pro

 Kim urges LH chief Lee to speed housing supply, push third new towns

 Nvidia Halves Asian Buyers to Block AI Chip Exports to China

 Nvidia tightens Asia client checks to block China-bound AI chip backdoors

 Samsung Electronics Weighs U.S. ADR Listing Amid Denial

 Samsung Electronics Reviews U.S. ADR Issuance Amid Market Volatility

 Minister Kim Urges LH to Accelerate Third-Phase New City, Housing Supply

 Goldman Sachs Links KOSPI Drop to Leveraged ETFs

 Goldman Sachs blames leveraged ETFs for KOSPI slide, backs Korea chip outlook

 Ministry Rejects Union Bid to Bargain on Honam Semiconductor Plan

 Labor Ministry rejects union bid to bargain over Honam chip investment in Korea

 Korea debates AI windfall tax as business defends profit-driven innovation

 DeepX's Open Ecosystem Bridges AI Development to Production

 Yongin Cluster's Power Transmission Woes Threaten Operations

 Power grid bottlenecks threaten Yongin chip cluster as Korea adds southwest plan

 DeepX links YOLO, PaddlePaddle, Raspberry Pi to NPU to speed physical AI to mass production

 Government Raises Growth to 3%, Lowers Employment Outlook

 Government Raises Growth Forecast to 3% Amid Semiconductor Surge

 SK Hynix Stock Plunges After Chairman Chey's 'S KHY' Post

 South Korea launches five-hub, three-zone push to power chip, AI, robot growth

 South Korea boosts youth housing, jobs with 2030 rental plan and tax fund

 South Korea lifts growth target to 3% as chip boom drives record surplus

 Government Raises Growth Target to 3% on Semiconductor Surge

 Government to Build 400,000 Public Rental Homes by 2030

 Government Tackles Three Highs with Fiscal Measures, Exchange Stabilization

 Government Links Semiconductors, AI, Robotics to Regional Growth Strategy

 AI peak fears slam South Korea stocks as semiconductor rally falters

 Hyundai union strikes threaten South Korea rollout of Avante, Tucson, GV90

 Wall Street Declines on Surging Oil Prices

 Oil spike and rate fears sink Wall Street; SK hynix ADR plunges 9%

 New York Stocks Fall on Middle East Tensions

 Shinsegae South City boosts sports hall, launches customer-participation membership in Korea

 National Pension Service Boosts HanAll BioPharma Stake, Trims Dong-A ST

 Korea’s National Pension shifts biotech bets, trims traditional drugmakers

 Crypto mining SoC unearths a need for custom IP  - Here is how the impact of custom cells can ripple through the SoC design flow, from tape-out and beyond. The post Crypto mining SoC unearths a need for custom IP appeared first on EDN .

 Intel invests €5bn to expand Ireland chip manufacturing  - Intel is investing €5 billion to expand manufacturing capacity at its Leixlip campus in Ireland, increasing production…

 Research Bits: July 14  - Cerebellum-inspired memtransistor; fungal mycelium PCB; doping organic semiconductors. The post Research Bits: July 14 appeared first on Semiconductor Engineering .

 Big Blue thinks small, again, with POWER tower  - The last proprietary minicomputer, now in ‘deskside’ form if you fancy that

 [News] Intel Pours €5B Into Ireland Fab, Doubling Down on Intel 3 as Europe’s Most Advanced Chip Node  - Intel's foundry business appears to be gaining momentum amid soaring AI processor demand, with the chipmaker expanding manufacturing investment beyond the United States. The company, in a press release, has announced a €5 billion (US$5.7 billion) upgrade of its Ireland campus. As noted by Reute...

 TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle  - Original Article By SemiVision Research [Reading time: 15 mins]

 Near-memory Dequantization Architecture In Custom HBM for LLM inference (SK hynix)  - Researchers from SK hynix published a technical paper titled “StreamDQ: Near-Memory Weight DeQuantization in Custom HBM for Scalable AI Inference Acceleration.” The paper proposes StreamDQ for “a lightweight architectural enhancement that enables on-the-fly dequantization in the memory subsystem...

 6 營收 雙增 世芯兩業務熱 H2營運將優H1  - ASIC設計服務業者世芯-KY營運逐步走出產品轉換期,6 合併營收不僅重返 成長軌道,也創下今 單 新高。法人指出,隨北美雲端服務供應商(CSP)新世代3奈米(N3)產品開始貢獻,加上車用先進駕駛輔助系統(ADAS)晶片進入量產,世芯-KY下半...

 SK hynix H25GTD0 321-Layer (V9) 1 Tb TLC 3D NAND Process Flow Analysis  - TechInsights' latest process analysis examines SK hynix's first 321-layer V9 TLC 3D NAND, revealing its architecture and structural implementation.

 Coherent Named One of TIME's America's Best Companies 2026  - Coherent Corp. (NYSE: COHR), a global leader in photonics, has been awarded on TIME’s list of America’s Best Companies 2026.

 Jim Haden appointed Managing Director  - Global semiconductor developer BluGlass Limited (ASX: BLG, “BluGlass” or “Company”) advises that the Board has appointed Mr Jim Haden, currently an Executive Director, as Managing Director effective immediately.

 [News] China Curbs Helium Exports Amid Global Supply Risks; Critical for EUV and Advanced Chipmaking  - China has introduced new export restrictions on helium. According to ESM China, China's Ministry of Commerce and the General Administration of Customs jointly announced on July 10 that helium would be placed under temporary export restrictions, effective immediately with no grace period. Mydrivers ......

 All Laptop PC Wi-Fi Solutions Are Not the Same  - Why gigabit broadband does not always mean gigabit Wi-Fi - and what I learned testing Wi-Fi 7 in my own home

 From Rice Fields to AI Chips: How TSMC Is Turning Chiayi into Taiwan’s Next Advanced Packaging Hub  - Original Article By SemiVision Research [Reading time: 11 mins]

 Tiny infrared chip could improve detection of gases and heat  - The tunable device controls mid-infrared light for more precise thermal imaging, chemical sensing, or pollution monitoring.

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

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 Making noise with a BANG, part 2: Software, integration and operating results  - If you periodically need to see the frequency response of a circuit, this easy, inexpensive project can help you out. The post Making noise with a BANG, part 2: Software, integration and operating results appeared first on EDN .

 [News] SK hynix Reportedly Starts Yongin Y1 Equipment Orders, Moves Up Phase 1 Opening to Feb. 2027  - As SK hynix warns that the memory supply shortfall could peak in 2027 and persist into the next decade, the company is accelerating its expansion. According to ZDNet, the memory giant has begun placing equipment orders for its Yongin Y1 fab, targeting an initial capacity boost of around 20,000 wafer......

 力積電Q2毛利率衝28%、創三 半新高 上半 EPS 4.08元  - 晶圓代工廠力積電(6770)14 召開法說會,受惠記憶體漲價效益逐步發酵及產品組合改善,第二季毛利率一舉攀升至28%,創下近三 半新高,每股稅後純益(EPS)0.76元。 力積電第二季營收172.91億元,季增27%、 增53%;毛利率28%,較第一季大增18個百分點,營益率21%,稅後純益32.91億元,每股純益0.76元。累計上半...

 WD to Announce Fourth Quarter and Fiscal Year 2026 Financial Results on August 5, 2026  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) plans to announce its fourth quarter and fiscal year 2026 financial results after the market closes on Wednesday, August...

 Analysis: Generative AI Assistants in the Vehicle—Consumer Readiness, Adoption and the Opportunity Ahead  - In-vehicle generative AI assistants are now solidly in the mainstream. However, consumer willingness-to-pay varies considerably by region, demographics, and consumer segment. This survey analysis examines consumer awareness, discovery channels, and usage. Although broadly considered a convenience feature,...

 DAC 2026: Join Accellera for a dynamic luncheon exploring how artificial intelligence is reshaping the standards landscape for design and verification.  - Accellera Systems Initiative invites the design and verification community to join us at the 2026 Design Automation Conference for a focused technical luncheon, “ Embracing AI for Advanced Design and Verification ,” on Tuesday, July 28, from 12:30–1:45 p.m. at the Long Beach Convention Center, Meeting...

 Podcast EP355: An Overview of the Q126 Electronic Design Market Data Report with Wally Rhines  - Daniel is joined by Wally Rhines, CEO of Silvaco to discuss the Electronic Design Market Data report that was just released. Wally is the industry coordinator for the EDA data collection program called EDMD. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic...

 More than a plug: The hidden USB engineering in your EV  - USB is longer just a plug; it’s the gateway to energy, data, and the services that define modern mobility. The post More than a plug: The hidden USB engineering in your EV appeared first on EDN .

 Researchers find clue to solving the 'electrical bottleneck' in semiconductors  - When the pathways through which electricity flows inside a semiconductor become blocked, device performance declines and power loss increases. A Korean research team has developed a new structure that could resolve this "electrical ...

 Rethinking Ethernet For The AI Scale-Up Era: Inside ESUN  - Evolving Ethernet into a lossless, low-latency, deterministic transport built for the way AI accelerators actually talk to each other. The post Rethinking Ethernet For The AI Scale-Up Era: Inside ESUN appeared first on Semiconductor Engineering .

 AI Driven Semiconductor Systems  - AI-driven semiconductor systems are the next major transformation in chip design and manufacturing. The central idea is that semiconductor workflows are becoming too complex, too data-intensive, and too time-sensitive to be managed only through traditional human-driven engineering processes. Modern chips...

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

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

5½h: Foxconn Technology awaiting report…

 DAC 2026 Mach42: A new generation of physics-driven AI models for analog circuit verification  - Mach42 spun out of the Department of Physics at the University of Oxford in 2019 with a mission to establish software tools capable of drastically accelerating expensive physics simulations while supporting complex computational workflows. The prototype tools were successfully applied in the emulation...

 Samsung 990 2TB SSD Review: New flash, familiar speeds  - The Samsung 990 is the QLC variant of the manufacturer’s 990 EVO Plus. Despite having newer flash, it largely performs like last-gen, with mediocre power efficiency.

 China’s StepFun claims it has unveiled the world’s first AI smartphone  - Tencent-backed firm launches the AI-native StepX Neo smartphone, challenging US tech giants amid Apple-OpenAI legal clashes

 Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China  - Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Times reported the move, citing three people familiar with...

 China’s trade surges in first half of 2026, maintaining growth amid global tensions  - Exports rose by 27 per cent year on year and imports grew by 36 per cent last month, both beating projections

 Q2 smartphone shipments down 11%  - Q2 smartphone shipments fell 11% to their lowest Q2 level since 2013, as memory prices drove up handset prices, says Counterpoint Research. Apple bucked the trend with a ​3% rise in shipments, taking its market share to a record 20% in the ⁠quarter by keeping prices unchanged. Samsung was No.1 with...

 AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples  - All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an industry-wide upcycle rather than gains concentrated in a single segment.

 Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

 Taiwan IC designers join forces to capture bigger prize in AI vision solutions

 AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

 TSMC and Vanguard drive Taiwan's silicon foundry revenue up 54% YoY in June

 Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

 Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

 Bosch starts sample production at its first US chip plant after securing up to US$225 million

 Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

 Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

 Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains

 Gogolook revenue jumps 36% in June to record high

 Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

 Six-inch SiC substrate price rebounds as supply tightens

 Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

 Ion Electronic Materials posts 30% June revenue growth on advanced gas demand

 Trusval sets record first-half revenue as AI factory demand pushes orders to 2027

 Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand

 iST June revenue rose as AI chip validation demand strengthened

 Lite-On commits US$919 million to new Texas manufacturing base

 C Sun sees advanced packaging and PCB demand driving 2026 revenue

 Taiwan childcare subsidies face skepticism as survey shows limited birthrate impact

 Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

 Taiwan raises 2026 growth outlook as AI demand drives exports and investment

 Agility Robotics-backed Mantis Robotics sets 2027 rollout for dual-arm MR-X robot

 Aurotek posts record first-half revenue on semiconductor automation demand

 Liying tops NT$100 million as AI chip demand lifts semiconductor services

 Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

 UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

 GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

 Is x86 ready to ACE it? ...  - CPU designs must evolve to keep up with changing workloads. ...

 Get your ESP32 Sunny Side Up with this Solar Dev Board  - There are a lot of ESP32-based development boards out there– and why not? It’s a versatile chip that can be used in all sorts of situations, and people want boards …read more

 Beyond Heisenberg: Scientists Discover a New “Space-Time Limit” in Quantum Physics  - Scientists have uncovered a hidden quantum limit that prevents an electron’s position and timing from ever being known with perfect precision. Quantum physics sets hard limits on what can be known about a particle. Werner Heisenberg’s uncertainty principle famously states that position and momentum...

 Amazon Prime members can get this Asus RTX 5060 for just $2 above MSRP — upgrade to Blackwell gaming power for less than the cost of an RTX 3060  - Amazon is giving some Prime customers a deep discount on Asus's Prime RTX 5060 8GB OC, bringing its price to just $2 above MSRP and beating the Prime Day deals we saw on these cards.

 FAMU Students Gain Hands-On Semiconductor Training at UF’s Nanoscale Research Facility  - At the University of Florida’s Nonoscale Research Facility, the Florida Semiconductor Institute (FSI) hosted a group of eight students and one professor from the Electrical Engineering and Electronic Engineering Technology programs at Florida A&M University (FAMU) and Florida State University (FSU)...

 AI Server Makers are Under Strain, CASCI Data Shows  - [CASCI] Signs of deceleration at the assembly end, even as chip and component revenue growth accelerates at the start of the supply chain

 Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce  - TrendForce's recent memory pricing survey shows that more mature NAND process capacity is being shifted toward higher-value products like high-layer-count 3D NAND, leading to a significant shortage of MLC NAND supply. As a result, some industrial, automotive, and networking clients are considering switching...

 Every Heatwave Is Also a Semiconductor Story  - Across Europe, thermometers have recently climbed past 40°C in several regions. Air conditioners are running at full power, fans are working overtime, and electricity demand is surging. While most of us experience a heatwave as a...

 Intel Invests €5 Billion to Expand Manufacturing in Europe  - Investment is expected to create permanent high-tech jobs and engage specialised tradespeople, while expanding leading-edge manufacturing capacity in Ireland.

 ITF World 2026: The Semiconductor Industry Enters a New Systems Era  - AI, heterogeneous integration, silicon photonics, chiplets, and quantum computing are converging to define the next generation of complex systems. The post ITF World 2026: The Semiconductor Industry Enters a New Systems Era appeared first on EE Times .

 [News] Sumitomo Electric to Raise InP Substrate Expansion Scale With JPY 18 Billion  - As per Nikkei, Sumitomo Electric Industries has significantly expanded its indium phosphide (InP) substrate investment plan, committing approximately JPY 18 billion (USD 120 million) to upgrade existing production lines. The company aims to increase InP substrate capacity to 3.1 times its fiscal 202......

 Monolithic CMOS Platform Integrates Piezo-Optomechanical Photonics (Mitre et al.)  - Researchers from MITRE, University of Colorado Boulder, Sandia National Laboratories, University of Arizona, and MIT published a technical paper titled “Monolithic Integration of Piezo-Optomechanical Photonics and CMOS Electronics.” Abstract Excerpt: The paper demonstrates a “fully monolithic, all-CMOS...