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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

1¾h: NXP Semiconductors Falls as Chip Stocks Retreat and a Clear Company-Specific Catalyst Remains Elusive

1¾h: Tower Semiconductor Slides as Chip Selloff Hits Sector and Recent Rally Cools

2h: Is The AI / Semiconductor Rally Repeating The Dotcom Bubble?

2h: Palantir Stock Rises As Software Sector Rallies Amid Semiconductor Sell-Off

2¼h: ON Semiconductor Faces Questions Over $7 Billion Synaptics Deal

2¼h: More semiconductor, nuclear energy expansion in central Texas

2½h: ON Semiconductor (ON) Schedules M&A Call With Synaptics And Raises Bigger Questions

2½h: ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?

3¼h: Electronic Hydrofluoric Acid Market to Reach $1.87 Billion by 2030 as Controlled Semiconductor Capacity Expands

3¼h: GFS vs. UMC: Which Semiconductor Foundry Stock Should You Buy Now?

3¼h: Stocks making big moves this week: Qualcomm, Accenture, 10x Genomics, Seagate, and Lattice Semiconductor

3½h: ON Semiconductor To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Friday

3½h: Semiconductor stocks retreat over worries about memory costs

3¾h: Micron, Sandisk, Apple, ON Semiconductor, and More Stocks That Explain Today’s Market

4h: Cantor Fitzgerald reiterates ON Semiconductor stock rating on acquisition

4¼h: ON Semiconductor's deal for Synaptics may help AI, but more details needed: Citi (ON:NASDAQ)

4½h: Japan Semiconductor Co. signs 15-year geothermal vPPA with Waita in Japan

4½h: ON Semiconductor (ON) Faces 12.8% Decline Amid Tech Sell-Off

5h: Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now

5h: Stocks making the biggest moves premarket: Sandisk, On Semiconductor, Rocket Lab & more

5h: ON Semiconductor to acquire Synaptics in $7 billion deal

5¼h: S&P 500 Futures Drop in Premarket Trading; ON Semiconductor, DaVita Lag

5¼h: Incap Slovakia Invests in Cleanroom Capability for Semiconductor Manufacturing

5¾h: What's Going On With Taiwan Semiconductor Stock Friday?

5¾h: ON Semiconductor Joins ‘Edge AI’ Market With $7 Billion Acquisition. The Stock Falls.

5¾h: Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations

6h: Five Reputable Semiconductor Process Material Manufacturers in Ch

6½h: Evercore ISI Adjusts PT on ON Semiconductor to $137 From $121, Maintains Outperform Rating

6¾h: Comparing Marvell Technology With Industry Competitors In Semiconductors & Semiconductor Equipment In

6¾h: Analyzing Micron Technology In Comparison To Competitors In Semiconductors & Semiconductor Equipment

6¾h: Insights Into NVIDIA's Performance Versus Peers In Semiconductors & Semiconductor Equipment Sector -

6¾h: Wall Street Futures Fall as Chip Stocks Resume Selloff

7h: US awards I-Pulse $250m for semiconductor research and development

7¼h: TD Cowen Downgrades ON Semiconductor to Hold From Buy, Adjusts PT to $110 From $115

7¼h: GlobalFoundries & Qualinx Secure Sovereign Chip Supply

7¼h: Enterprise value to EBIT forward of Orient Semiconductor Electronics, Limited – TWSE:2329

7½h: Analyst recommendations: Crocs, Dell, On Semiconductor, Qualcomm, Micron…

7½h: ON SEMICONDUCTOR CORPORATION Shs Thailand Depositary Receipts Repr 1 Sh

7½h: Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation

7¾h: Intel’s Chip Business Shows Signs of Life After Years of Struggle

8¼h: Equity in earnings of GIGADEVICE SEMICONDUCTOR INC – OTC:GIDHF

8½h: Price to sales forward of Weltrend Semiconductor, Inc. – TWSE:2436

8½h: 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

8½h: Enterprise value to EBIT forward of Weltrend Semiconductor, Inc. – TWSE:2436

8¾h: Price to book forward of Taiwan Semiconductor Manufacturing Co., Ltd. – TWSE:2330

 Engineer accused of insider trading tied to Microsoft's reboot of Three Mile Island nuclear plant  - SEC claims former Constellation employee made $1.4M trading options before the restart deal was announced

 Samsung Electronics Targets HBM, SSD Energy Efficiency Gains Samsung Electronics plans to strengthen its competitiveness in the AI infrastructure  - Samsung Electronics plans to strengthen its competitiveness in the AI infrastructure semiconductor market by promoting low-power HBM and server SSDs.

 Samsung boosts HBM, SSD efficiency and cuts turnover in South Korea Samsung Electronics plans to strengthen its responsiveness in the

 Onsemiconductor Acquires Synaptics for $7 Billion, Targeting Physical AI The combined entity could intensify competition in edge AI

 SK Group, Doosan Negotiate SK Siltron Sale Price Adjustment SK Siltron is a company that produces silicon wafers, a core

 SK, Doosan bridge valuation gap to advance SK Siltron sale in South Korea SK Siltron is a company that produces silicon wafers, a key

 Onsemi buys Synaptics to push physical AI, reshaping Korea supply race With the combination of the two companies, competition to supply vehicle and home appliance Edge AI

 Semifive Lands 11 Billion Won AI Chip Contract in Japan Semifive announced on June 26 that it has obtained a purchase order (PO) for mass production and supply of high-performance computing (HPC)-based AI semiconductors from a Japanese AI

 SK hynix boosts private jet stakes to support U.S. AI chip expansion In particular, as competition for leadership in the AI

 Lee pushes extra budget to secure GPUs and boost Korea’s AI defense firms Cheong Wa Dae expects higher-than-anticipated tax revenue this year thanks to a

 President Lee Jae Myung Signals Supplementary Budget for GPUs As excess tax revenue is expected this year due to the

 Prime Minister Kim Min-seok Denies Pressure in Honam

 Kim Min-seok rejects coercion claims, says firms choose Honam on market logic As reports emerged that Samsung Electronics and SK hynix are considering building a

 Global Tech Stocks Plunge in AI-Driven Sync The weakness in U.S. tech stocks spread across Asian

 KOSPI Plunges 8,800 to 8,100, Circuit Breakers Activated Amid the sharp decline in large-cap

 AI tech rout links markets as Korea and Asia track US slide In Tokyo, SoftBank Group plunged more than 12% intraday, and

 President Lee Jae Myung Signals Supplementary Budget for GPU Shortage Cheong Wa Dae, anticipating higher-than-expected tax revenues this year due to the

 Corporate Dollar Deposits Hit Record $83 Billion The increase is attributed to higher dollar earnings from robust

 U.S. congressional aides visit Korea Zinc, push Korea-U.S. supply chain pact Project Crucible is a plan to invest about 11 trillion won to build a smelter in Tennessee that will produce 12 types of nonferrous metals, including 11 critical minerals, as well as

 Cheong Wa Dae Unveils Massive

 Blue House touts massive chip push as Korea accelerates Honam cluster It means new facilities must be pursued now, given that building a

 Breaking: KOSPI Plunges 5%, Triggers Sell-Side Circuit Breaker On the 25th, the KOSPI had surged 5.42% to close, buoyed by strong earnings from U.S.

 KOSPI Plummets Over 7%, Triggers 14th Circuit Breaker This Year Most large-cap stocks in the KOSDAQ fell around 6–7%, but

 Foreign, institutional selling drives KOSPI plunge, triggers sidecar in Korea While most top market-cap stocks are falling around 6% to 7%,

 ON

 Hanmi

 KB Securities sees LG Innotek surge as AI substrates fuel South Korea growth Kim said, “The AI substrate business has the characteristic of moving in step with the memory

 Micron Surges, Nasdaq Drops: New York Market Mixed Close The market has grown concerned that while expanded AI investments benefit

 Micron surges but big tech slides as Wall Street ends mixed Early in the session, Wall Street rose on expectations of expanding demand for AI

 Lee Hyun-yi Reveals Swift Marriage to Samsung Husband on 'Groom School 2' Electronics for 18 years as an engineer, made headlines last March when he was promoted to the position of manager and enrolled in the master’s program at Sungkyunkwan University Graduate School’s

 Construction Contracts Surge 23% Driven by

 U.S.-Japan-Taiwan Coalition Unveils ZAM to Challenge HBM A

 US-Japan-Taiwan unite on ZAM to challenge South Korea’s HBM lead PSMC is a Taiwanese foundry (contract

 Chip plants and data centers lift South Korea Q1 construction 23% In the first quarter of this year, the value of domestic construction contracts rose more than 20% from a year earlier, driven by new

 Apple Stock Plummets 6.2% After Price Hikes However, some

 LG Innotek eyes 16-fold AI substrate sales growth by 2030 Kim added, “The AI substrate business tends to move in line with the memory

 Government to Cover 100% of Honam

 Legacy DDR2 Prices Surge 60% Amid Shortage The AI-driven memory

 Samsung, SK Hynix Project 150 Trillion Won Q2 Profit The

 Micron's 80% Profit Margin Silences AI

 Gumi City:

 Opposition Denounces Honam

 OpenAI's Jalapeño AI Chip Targets Data Centers OpenAI, in collaboration with Broadcom, unveiled its first self-developed artificial intelligence (AI)

 IBM Unveils World’s First Sub-1-Nanometer

 Shadow-Free Augmented Reality Makes Illusions More Realistic  - Users had trouble distinguishing real versus projected text

 AuthenX targets AI data center interconnects with plug-and-play FAU for CPO  - AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO)...

 Global intelligent eyewear market surges as AR and smart glasses gain ground

 Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

 Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

 Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

 Qualcomm HBC takes aim at HBM costs in AI data centers

 Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

 SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants

 Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming

 Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

 Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

 How big tech is nudging cloud emissions on customers

 Apple reportedly revamps Mac chip roadmap to accelerate AI push

 Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base

 Academia Sinica readies Taiwan-made quantum chip for engineering push

 OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use

 Analysis: Why Apple can't wait out this memory shortage

 SK Hynix races to open Yongin triple-deck fab in 2027

 Teradyne expands India focus with new country manager

 Corning weighs South Korea site as chip packaging race turns to glass

 Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

 OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty

 Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt

 Closing the AI trust gap: What leaders are seeing about trust in AI  - Trust in AI is key to unlocking better business outcomes. See how trust in AI drives performance and how to build it across data, governance, and skills.

 TOP500 at ISC’26: We have a New Number 1 ...  - Hello you fine Internet folks, ...

 Jim Keller: ‘AI Still Obeys the Old Laws of Compute’  - Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure The post Jim Keller: ‘AI Still Obeys the Old Laws of Compute’ appeared first on EE Times .

 EU pitches Brazil a ‘more beneficial’ rare earths deal than US or China  - EU’s Jozef Sikela promises refining investment and technology transfer, in a race for Brazilian minerals that the US and China already lead

 Intel® Xeon® 6 Processors and Intel® AMX Deliver More Concurrent Users with NVIDIA HGX B200 Systems  - This blog introduces a heterogeneous architecture that co-runs vLLMs on both CPUs and GPUs to improve overall system efficiency.

 Space Isn’t What It Used to Be: The Final Frontier Has Gone Commercial  - I was just chatting with Tim Morin, who is Senior Director of Marketing and Applications at Microchip Technology . Unlike many of my conversations with technology companies, Tim didn’t have a particular axe to grind. Instead, he took the time to bring me up to date with Microchip’s space strategy....

 Viewpoint: power electronics drive EV advantages  - Advances in power electronics are boosting efficiency in electric vehicle manufacturing, writes Chandana Patnaik. One of the most significant advances in green transport has come from power electronics. While battery capacity and motor output usually hog the spotlight, it is the ‘back room’ components...

 Scientists Create AI Skin Patch That Acts Like an Instant Personal Doctor  - Researchers developed a flexible AI computing patch that analyzes health data directly on the body, enabling near-instant medical insights and highly accurate heart monitoring. Researchers at the University of Chicago Pritzker School of Molecular Engineering (UChicago PME) have created a skin-like computing...

 Handheld receiver captures wideband RF signals  - The R&S PR300 portable monitoring receiver provides 125 MHz of real-time bandwidth and a scanning speed of more than 500 GHz/s. The post Handheld receiver captures wideband RF signals appeared first on EDN .

 What AI Inference Actually Demands From a NAND SSD  - KV cache storage is a distinct workload that requires SSDs designed for it. Number of cell levels, block sizes, and data placements all matter, and some SSD flash makers are actually getting it right.

 TSMC 3nm lead times surpass one year as Samsung faces Intel in foundry push  - As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders....

 ByteDance's reported AI chip orders mark breakthrough for Chinese GPU maker Iluvatar CoreX

 IC design firms race to secure packaging capacity

 Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting

 AI server demand drives sharp price gains in high-end MLCCs

 JD.com targets 700,000 workers for retraining as robots reshape logistics

 China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos

 Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave

 Chinese chip packaging giant JCET plans US$1.1b AI chip packaging plant

 China moves to build helium reserve as Nippon Sanso sets over 30% price hike

 TSMC-Amkor alliance jolts packaging map as ASE races to expand

 Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem

 Commentary: Micron turns AI memory crunch into a buyback story

 Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals

 China tightens export controls on strategic minerals with new whistleblower system

 Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises

 Nvidia and AWS deepen push to simplify AI infrastructure at scale

 SK Group to meet Tesla and SpaceX leadership to pursue AI-infrastructure and memory partnerships

 China wafer champion turns to US$1.6B overhaul to stop losses

 China PC shipments fall as Huawei gains ground in weakening market

 Phison says NAND shortage has no end in sight as orders are booked into 2Q27

 Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market

 Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia

 E Ink subsidiary scales solvent-free OCA to support higher-quality, lower-carbon displays

 SK Hynix eyes record US$29.4 billion Nasdaq ADR to fund AI memory expansion

 Anthropic accuses Alibaba of largest distillation attack on Claude, escalating the US-China AI fight

 OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon

 Acer Gadget sees double-digit growth as PC peripherals and smart living drive expansion

 MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G

 Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership

 What Is mmWave Radar? Principles and Usage Examples  - mmWave radar's detection capabilities do not decline even in conditions such as rain and snow. Moreover, it can detect the distance to a target, its direction, and its speed of movement. Here, we take a look at the principles, usage examples, and future potential of mmWave radar, which possesses characteristics...

 Hong Kong can take the regulatory high road amid US-China AI decoupling  - As a global ‘sovereign AI premium’ emerges and US weaponisation of AI models triggers panic, Hong Kong can bridge diverging AI ecosystems

 South Korea’s Survival Gamble: When a Young Generation Stops Believing in Hard Work and Goes All In  - Original Article By SemiVision Research [Reading time: 16 mins]

 Micron Technology, Inc. Reports Record Results for the Third Quarter of Fiscal 2026  - Micron executes transformational Strategic Customer Agreements BOISE, Idaho, June 24, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its third quarter of fiscal 2026, which ended May 28, 2026. Fiscal Q3 2026 highlights Revenue of $41.46 billion versus

 The Wedding of the Year: Why AI Infrastructure Financing Is Becoming a Semiconductor Story  - Every family has that one wedding where, halfway through the toasts, someone leans over and whispers “wait, who’s paying for all this?” This is that wedding. OpenAI and Broadcom are the happy couple. Apollo Global Management walked the bride down the aisle. Nvidia may have just stood up to offer...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 Stress analysis  - Sometimes, getting true stress levels can be tricky because things happen that are sneaky. The post Stress analysis appeared first on EDN .

 Apple price hikes may hit iPhone next as memory, storage costs soar: analysts  - Some Chinese consumers are anticipating potential price hikes for the upcoming iPhone series, and are reconsidering their upgrade plans

 訊芯-KY攜手台積電衝COUPE 蔣尚義延攬台積老將入董事會  - 鴻海集團旗下封測廠訊芯-KY(6451)26 召開股東會,董事長蔣尚義證實,公司正與台積電(2330)在COUPE矽光子相關技術展開合作,訊芯-KY主要承接晶圓產出後的後段光學引擎(OE)整合與驗證,包括光纖陣列(FAU)、光柵耦合(Grating...

 The PQC Silicon Is Here Today for Tomorrow’s Quantum Threats  - Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms. The post The PQC Silicon Is Here Today for Tomorrow’s Quantum Threats appeared first on EE Times .

 DigiKey releases sequel in Sustainable Futures video series  - DigiKey is launching Series 2 of its video sequence on Sustainable Futures. It examines how advanced electronics are enabling cleaner energy, smarter systems and more sustainable design. For example, topics covered range from high-performance signal processing and energy management to rugged interconnects...

 Alibaba chip unit T-Head triples registered capital amid AI push  - Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.

 黃仁勳幫AI資料中心重定位 輝達股東會釋新訊 法人點名這票台鏈受惠  - 輝達(NVIDIA)股東會釋出AI基建長線擴張訊號,執行長黃仁勳將AI資料中心重新定位為「AI工廠」(AI Factory),並點名台積電、鴻海、緯創等供應鏈夥伴,凸顯台廠在先進製程、AI伺服器製造及全球供應鏈布局的關鍵地位。  法人認為,隨Blackwell持續放量、Vera...

 WEBINAR: Why Google Cloud NetApp Volumes Matter for Modern EDA Workloads  - In this webinar, Google Cloud and NetApp explore how semiconductor companies can address the growing infrastructure demands of modern Electronic Design Automation (EDA) workflows. As process technologies continue to advance and chip designs become increasingly complex, engineering teams require scalable,...

 Product Roundup: June 2026  - Microchip's Product Roundup features a selection of our latest products, reference designs and software solutions. Explore how these innovative technologies can elevate your next design project.

 How to Free Yourself from Inconsistent Engineering Documentation Before It’s Too Late  - Embedded systems programs often fail because critical engineering documentation drifts out of alignment over time and distance. This results in a team that is correctly following the wrong instructions. All forms of engineering documentation suffer from this problem, and it really is the silent killer...

 Japanese researcher proposes simpler high-NA EUV optics design  - A researcher at the Okinawa Institute of Science and Technology (OIST) has proposed a new optical architecture for high-NA EUV lithography.

 IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years  - IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years. The post IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years appeared first on EE Times .

 NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce  - TrendForce's latest research on power architectures for AI servers highlights that NVIDIA has been developing its proprietary 800V HVDC Power Rack. The platform is expected to be ready for customer shipments in 3Q26 and will be offered as an optional configuration—rather than a standard feature—for...

 AI-fueled demand boosts US chip producer Micron to record results  - American memory chip manufacturer Micron Technology on Wednesday reported record quarterly results, driven by demand from data centers dedicated to artificial intelligence (AI).

 [News] Qualcomm Reportedly Plans China AI Chip Push With Export-Control-Compliant Custom Chips  - The data center accelerator market is becoming increasingly crowded, with more major chipmakers entering the segment—including in heavily regulated China. According to Nikkei, citing Qualcomm CEO Cristiano Amon, the company is working to bring its full suite of four data center product lines to th......

 [News] ASE Targets FOPLP Mass Production by End-2026, Launches 15 Expansion Projects This Year Amid AI Boom  - As TSMC accelerates development of CoPoS (Chip-on-Panel-on-Substrate), Taiwan OSAT leader ASE is also making steady progress in fan-out panel-level packaging (FOPLP). According to TechNews, citing COO Tien Wu at the June 24 shareholders’ meeting, ASE’s first fully automated high-volume productio......

 Speed-up JAX LLM Training on Intel® Xeon® 6 CPU: Activation Offloading on Heterogeneous Systems  - JAX-based Activation Offloading on Intel® Xeon® 6 with P-cores systems offers an effective alternative to activation recomputation, repurposing the CPU's large DDR5 host memory as a live activation st...

 Mitsubishi Electric Joins Publicly Solicited Project to Verify System for Identifying Greenhouse Gas Emission Sources  - Aims to commercialize service that uses satellite data to visualize GHG emissions

 Qualcomm claims it's not too late for Dragonfly to land in datacenters  - Oh, Snap(dragon): DC chief says the mobile-chip giant sees bit barns as its next growth market

 🌑 AsiaPac 
+

 Prepare for More Memory Pricing Pain  - No Line of Sight to Memory Market Equilibrium\ Micron's results ended the illusion that memory pricing was near its maximum. Micron declared it had no line of sight to a memory market equilibrium.

 TDK HAL 13xy dual-output 3D Hall-effect switches for automotive  - TDK is launching a HAL 13xy dual-output 3D Hall-effect switch family, aimed at automotive applications requiring precise motor speed and direction sensing. Example uses cited by the company include seat-track motors, sunroof motors, steering turn-count sensing and window lifters with anti-pinch functionality....

 STMicroelectronics ST54M secure mobile chip adds PQC  - STMicroelectronics has introduced the ST54M secure mobile chip, a single-die device that combines an NFC controller, embedded secure element, embedded…

 Intel 18A vs Intel 18A-P: What Is the Difference and Why Does It Matter?  - Intel’s 18A process technology has become one of the most scrutinized semiconductor manufacturing nodes in the industry. It represents Intel’s introduction of two major innovations: RibbonFET gate-all-around (GAA) transistors and PowerVia backside power delivery (BSPD). These technologies are intended...

 Chip Industry Week In Review  - Onsemi to buy Synaptics; IBM's 7Å chip w/40% more SRAM area; 1nm MoS2 nanotubes; AI pressure points; memory updates; $250M CHIPS Act award; trade secret theft; new advanced packaging site; MEMS capacity; humanoids; earnings. The post Chip Industry Week In Review appeared first on Semiconductor Engineering...

 The Selloff (And Why I'm Not Selling ANYTHING)  - June 23, 2026 | Post-Market Commentary

 [News] Lenovo Reportedly Sees Higher Memory Prices Becoming the New Normal Into 2030  - As Micron noted in its earnings call that tight market conditions are likely to persist beyond 2027, Lenovo is taking a more cautious stance. Wccftech, citing company management, reports that Lenovo sees higher memory pricing as potentially settling into a “new normal” well into 2030 and beyond.......

 [News] YOFC Achieved World’s First 1.2Tb/s Per-Wavelength Transmission Over Hollow-Core Fiber  - On June 16, Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC) announced the successful completion of the world’s first field-trial hollow-core fiber (HCF) wavelength-division multiplexing (WDM) transmission system capable of delivering 1.2Tb/s per wavelength over an ultra-long unr......

 US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?  - Why the Grid Can't Keep Up, and Why that Drives Behind-The-Meter 50%+ of DCs/Year By 2028…

 Ferroelectric memory enables one chip to sample randomness and compute for generative AI  - For the first time, a research team has demonstrated an artificial intelligence semiconductor technology that integrates the core functions of generative AI into a single device platform based on ferroelectric memory. This ...

 CSS On The ESP32  - There are lots of graphics libraries available for the ESP32, and lots of ways to program one to boot. Even still, most of us wouldn’t immediately think to CSS when …read more

 Records Fall for 3D Chip Tech  - Hybrid bonding milestones could make millions more connections between chips

 Statement from NY Creates President & CEO Dave Anderson on World’s First sub-1nm Chip Technology Achieved at Creates’ Albany NanoTech Complex  - Image Courtesy of IBM “IBM’s announcement of the world’s first sub-1 nanometer semiconductor technology marks a truly historic milestone for the global innovation ecosystem. We are proud that this groundbreaking work was advanced at NY Creates’ Albany NanoTech Complex, where our uniquely collaborative...

 President Lee Jae Myung, Samsung Chairman Discuss Honam  - The Special Act on Strengthening Semiconductor Industry Competitiveness and Support (' Semiconductor Special Act'), scheduled to be implemented in August, also includes measures to support semiconductor

 SK Hynix's 135 Won Penny Stock Era to Tech Giant Leap U.S.

 President Lee Jae Myung, Samsung Chairman Discuss

 Lee Jae-myung courts chaebol to drive Korea

 Micron, GDP Revision Lift New York Stock Market The market showed strength in

 Micron-fueled chip rally lifts Wall Street as GDP revision boosts sentiment Fears over Micron’s earnings eased during the session, lifting

 U.S. Official Praises South Korea's

 IBM Unveils World's First Sub-1-Nanometer Chip Technology ◇Will This Shift the

 SK Group builds U.S. AI infrastructure platform as SK Telecom invests $480m The aim is to find investment opportunities across the AI infrastructure value chain—centered on AI

 National Growth Fund Backs Renewables with 370 Billion Won Simmtech, which supplies

 Public Growth Fund boosts Korea wind power, HVDC cables and chip capacity SIMMTECH applied for a loan to expand its plant in response to the expansion of the memory

 Gumi slashes land price to woo

 National Growth Fund Allocates 370 Billion Won to AI, Semiconductors power infrastructure and

 Dongtan-gu Apartment Prices Surge 11.38%, Leading National Growth Within Gyeonggi Province (0.19%), the southern region, backed by

 Gumi courts Samsung and SK with 1,000-won land to win Korea fab investment In other words, they have ample power required for

 Kioxia to Issue ADRs on NYSE, Following SK Hynix's U.S. Listing Move Micron announced results exceeding market expectations, confirming strong AI demand, which has spread optimism across Asia’s

 Kioxia follows SK hynix, pursues US ADR listing to court AI-driven capital After Micron in the United States said the previous day that it delivered results beating market expectations and confirmed strong AI demand, optimism has been spreading across the broader Asian

 Seoul Jeonse Prices Surge Most Since 2013 In Hwaseong Dongtan, where housing prices have surged due to the recent

 OpenAI, Broadcom Unveil Jalapeño AI Chip OpenAI and Broadcom jointly unveiled their first in-house artificial intelligence (AI)

 Minister Park Unveils Education Grant Reform Reflecting Student Decline This year, 76 trillion Korean won has been allocated as grants, and if tax revenues increase further due to the

 Government Prioritizes Non-Capital Regions for

 Korea reforms education tax to reflect student decline and boost universities This year, 7.6 trillion won has been allocated as the earmarked tax, and if

 South Korea favors noncapital regions for new chip clusters, boosts funding Industry (

 Dongtan leads Korea housing rally as chip boom lifts sales and Seoul rents surge Within Gyeonggi Province (0.19%), the south, backed by

 Gumi City Sells

 Micron beats outlook, lifts Korea memory stocks and quells AI bubble talk A

 Yongin mayor blames president, government, LH for Samsung complex delay Lee Sang-il, mayor of Yongin, Gyeonggi, said on the 25th that “the president, the government and the Korea Land & Housing Corporation (LH) are responsible” for the Samsung Electronics Yongin

 Han Dong-hoon Condemns

 Minister Park Vows Annual Increases in Total, Per-Student Subsidies There are projections that excess

 AI demand reshapes memory cycle as Micron projects post-2027 shortage As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory

 Korea vows annual hikes to education grants and per-student funding amid reform There are projections that this year's

 Korea bank ETF fees surge as KOSPI rally draws older in-person investors By bank, top-selling products were also led by

 Honam chip investment reports send Gwangju–South Jeolla builders surging The two companies are reportedly reviewing plans to build memory

 OpenAI Unveils First Self-Developed AI Chip 'Jalapeño' OpenAI, in collaboration with Broadcom, unveiled on the 24th (local time) the inference-specialized artificial intelligence (AI)

 OpenAI debuts Jalapeño chip, speeds shift from Nvidia with Broadcom OpenAI, the developer of ChatGPT, on the 24th (local time) unveiled Jalapeño, an inference-focused artificial intelligence (AI)

 Bain & Company Promotes Shin Chang-min, Lee Jae-myung as Partners They have led complex strategic initiatives across the

 Gwangju, Jeonnam Construction Stocks Surge on

 U.S. Stocks Close Mixed: Dow Up, Nasdaq Down Market attention focused on the earnings of memory

 Dow rises as tech slips on AI profit-taking and oil slide lifts travel stocks With debate persisting over lofty valuations for

 Samsung, SK Hynix ETFs Amplify KOSPI Volatility Indeed, the domestic ETF market has recently seen a rapid concentration in

 Samsung, Hynix ETF boom stokes short-gamma risk and Korea market swings Indeed, a tilt toward large-cap

 Micron Posts Record Quarterly Performance Driven by AI Demand U.S. memory

 Micron sets record profit on AI boom and lifts Q4 outlook above estimates U.S. memory

 IBM stacks up a sub-nanometer chip future  - Big Blue shows off process node it claims can scale down to 1 Angstrom

 Hynix to list in New York to raise $29 billion  - SK Hynix is planning to raise $29 billion on the Nasdaq through an ADR listing led by Bank of America, Citigroup, Goldman Sachs and JPMorgan Chase. It expects to start trading shares on July 10th. Hynix shares on the Seoul exchange have risen about 300% this year on the back of demand for HBM giving Hynix...

 Micron locks in historically high memory prices for five years  - Big buyers agree to deals that will deliver historically enormous margins and profits

 IN-DEPTH: What Unitree's Evolution Means For Robotics  - Unitree Playbook, China's Scaling Law, Geopolitics, and Humanoids in the wild

 布局美國 光不會缺席  - 在全球成本上升趨勢下, 光投控營運長吳田玉24 表示,漲價是一個非常敏感的問題,但價格調整可分為反映原物料成本、反映投資成本,以及依據市場供需狀況進行調整等三個層次,其中反映原物料成本上升已是必然趨勢。  此外,針對近期台積電與美國封測大廠Amkor簽署合作協議,吳田玉則表示樂觀其成,並強調...


May *thy* knife chip and shatter. -Feyd Rautha