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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

53m: Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform

56m: Semiconductor stock prices will clash with hyperscalers’ ROI – Citi’s Scott Chronert (SP500:)

94m: ON Semiconductor Jumps 6.2% After Cantor Fitzgerald Maintains Neutral

2h: Onsemi agrees to buy Synaptics for about $7B

2¼h: ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?

2½h: The Chip War with China Is Failing

2½h: ASML Rises as AI-Fueled Chip Optimism Lifts Semiconductor Equipment Names

2½h: Rodless Pumps Market To Reach New Heights by 2035 Amid Semiconductor Boom - News and Statistics

2¾h: Impact Report: Trump’s Proposed Tariffs on Semiconductors

2¾h: Reed Semiconductor closes $100M round to expand AI power solutions

2¾h: Philadelphia Semiconductor Index Gains 2% with Key Stocks Perfor

3h: Piezoelectric Pump Market Growth Outlook to 2035: Medical and Semiconductor Demand Accelerate - News and Statistics

3½h: Pivotal Points for Semiconductor Market (SMH)

3¾h: International Business Machines (IBM) Unveils World’s First 0.7-Nanometer Semiconductor Tech

3¾h: 3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand

4¾h: Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index

4¾h: AMD Stock And 2 AI Semiconductor Picks For Data Center Growth

5¼h: 4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom

5¾h: Exclusive: Semiconductor Stathera closes $55M Series B

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

6h: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares of Stock

6¾h: ON Semiconductor’s (ON) Synaptics Acquisition Draws Caution From TD Cowen

7¼h: Comparing Micron Technology With Industry Competitors In Semiconductors & Semiconductor Equipment Ind

8h: KSIA Welcomes New Domestic Semiconductor Investment Plan

 President Lee's Honam Semiconductor Plan Bewilders Samsung  - Given the nature of semiconductor manufacturing, investing without considering these factors could lead to significant losses.

 President Lee Inspects Renewables as Industry Demands Nuclear

 President Lee: Honam Semiconductor Investment as Historical Compensation

 IMM PE wins bid for Kolon Industries chip and display materials units in Korea

 Samsung, SK Hynix CEOs Stress Prerequisites for Gwangju Investment

 ChangXin Memory Technologies Signs Tencent DRAM Deal

 President Lee Secures Semiconductor Cluster Commitment

 Lee pushes simultaneous Honam and Yongin chip clusters as Samsung, SK agree

 SK Hynix Plans 400 Trillion Won Southwest Semiconductor Cluster

 SK hynix commits 400 trillion won to South Korea’s southwest for AI memory push

 President Lee Jae Myung Proposes Honam Semiconductor Investment, Firms Agree

 Regulated Regions See Mortgage LTV Cut to 40% Tomorrow

 South Korea cuts LTV to 40% in new regulated areas to cool housing market

 Chinese Humanoid Robot Startups See Valuation Surge

 President Lee Jae Myung Unveils 4,700 Trillion Won Investment in Southwest

 Lee drives 4,700 trillion won Korea investment, tours Honam, Chungcheong, Yeongnam

 Samsung, SK Clash Over 2,000 Trillion Won Investment Claims

 President Lee Jae Myung Unveils Semiconductor Investment Plans

 S&P Forecasts Sustained High Won Exchange Rate Amid US Dollar Strength

 President Lee Jae Myung Labels Honam Investment 'Drop in the Ocean' Amid Bias Claims

 LH leadership vacuum stalls Yongin chip cluster as Samsung plans six fabs

 Lee defends Honam-focused chip push as minor versus historic investment

 Democratic Party Demands Special Laws, Budgets for Honam Semiconductor

 Lee Rebuts Honam Semiconductor Investment Criticism as ‘Drop in the Ocean’

 Three Mega Projects Boost Semiconductor Stocks

 Korea megaprojects spur rally in semiconductor materials and equipment stocks

 Newbotech Shares Jump 13% on SK Hynix Contract

 Hansung Cleantech Surges 28% on Honam Semiconductor Project

 Nuvotec jumps on SK hynix waste container recycling contract in South Korea

 Hansung Cleantech jumps on hopes from South Korea Honam chip project

 Southwest Construction Stocks Drop on Profit-Taking

 South Korea chip megaproject triggers profit-taking in Honam construction stocks

 Government's 1,500 Trillion Won Mega Projects Face Infrastructure Hurdles

 Apple M5 Pro Package Analysis: TSMC's SoIC-X F2F Hybrid Bonding in Consumer Computing  - TechInsights analyzes the Apple M5 Pro APL1X15 package, revealing TSMC SoIC-X F2F hybrid bonding, CPU and GPU chiplets, silicon interposer routing, and verified die costs.

 Chip supply chain braces for more price hikes as upstream parts create new bottlenecks  - Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices

 China unveils national AI agent standards to accelerate interoperable AI ecosystem  - China has released seven national standards for AI agent interconnection, establishing a unified framework for how AI agents identify themselves, discover one another, collaborate, and invoke external tools as artificial intelligence advances from content generation toward autonomous decision-making and...

 Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber

 TBI Motion taps humanoid robot demand with small-batch shipments

 Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO, and cooling

 Samsung revives 1.4nm foundry push as 2029 timeline takes shape

 Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules

 AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

 Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

 IC design firms brace for uncertain peak season as prices rise

 New GPU and ASIC platforms to drive stronger server shipments in 2H26

 Memory suppliers lock down buyers as contract prices continue surging in 2H26

 Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

 Samsung commits KRW2,655 trillion to future industries, anchoring new Gwangju fab

 Commentary: Behind Micron's bet for long memory demand cycles

 Nvidia, Firmus partner on Indonesia AI infrastructure project

 Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms

 Expected MCU price hike drives early 1H26 pull-ins

 Taiwan optics sector heads into peak season as Apple demand, camera orders rise

 Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

 Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier

 EU's push for cloud sovereignty draws fragmentation warnings

 DRAM price surge tests South Korean memory makers' HBM4 push

 Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

 Samsung, SK Hynix step up CO₂ buying as supplies tighten

 China's LineShine puts Beijing back on top of supercomputer race

 Taiwanese smartphone shipments face deeper pressure as component costs rise

 Shuotong expects stronger demand for liquid cooling in 2H26

 Riken and Taiwan academia join forces on next-gen compound semiconductors

 OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks

 Yao Sheng bets on four new product lines, names Te-ching Shen as president

 Red Hat sees cloud-to-edge shift in Taiwan AI deployment

 Intel-UMC tie-up talk runs into hard realities of process gaps and cash needs

 Halos signals Nvidia's bid to make safety certification the robotics gateway

 Arm says it tops 50% share in hyperscale cloud as x86 grip slips

 Anthropic tops global unicorn list as China shifts to hard tech

 China's SiC race shifts from EVs to AI data centers as SICC overtakes Wolfspeed

 This week’s outside five sigma (#105)  - Ultrasound phased array and CMUT on ASIC

 Semiconductors: Etching the new map of strategic supply  - As geopolitics shift, more countries are wooing semiconductor manufacturers to enhance resilience. At the same time, demand for advanced semiconductors continues to grow.

 Engineering the next generation of semiconductor materials, one layer at a time  - Silicon is an essential element for creating semiconductors, the building blocks of all modern computing technologies. However, as devices continue to shrink, engineers are approaching the limits of what silicon can achieve.

 Graphene can hold multiple states of superconductivity, a new study finds  - What’s more, the superconducting states get stronger under conditions expected to kill them.

 8051: The Core That’s Still Probably in Your House or Car  - When a small team at Intel began work on its second-generation 8-bit microcontroller in the summer of 1978, they took lessons from their first effort, the 8048, hoping to create something more flexible and enduring. Approaching five decades later, their creation, the 8051, is still going strong, although...

 Panel with Arteris, GlobalFoundries, Tenstorrent: RISC-V Ecosystem Growth for Physical AI  - RISC-V heavyweights tackle physical AI, edge autonomy, and TOPS-per-watt—watch how robots chase their killer app. The post Panel with Arteris, GlobalFoundries, Tenstorrent: RISC-V Ecosystem Growth for Physical AI appeared first on EE Times .

 Elon's Misunderstood \\  - SpaceX, Tesla, etc.

 EU sets October deadline for ‘tangible results’ on China imbalances after key trade talks  - Marathon session in Brussels sees Beijing agreeing to establish a ‘joint monitoring mechanism of trade flows’ to help ease economic tensions

 Chengxi approved for Taipei Exchange listing as AI reshapes customer service  - Chengxi Information said on June 26 that the Taipei Exchange board approved its listing application, with Mega Securities serving as the lead underwriter. The company also held its shareholders' meeting the same day, approving the 2025 financial report and a profit distribution plan that includes a cash...

 EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia  - This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech blogger and journalist Om Malik, who recently passed away. They then dive into Cerebras’s first earnings report as a public...

 Apple asks US government for permission to buy CXMT DRAM  - Apple is asking the US government for permission to buy DRAM from ChangXin Memory Technologies (CXMT) of China which is on a Pentagon blacklist, reports the FT. Apple asked the White House for approval because of the huge rise in memory costs driven by datacentre demand. Apple approached the Commerce...

 Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead  - In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their ...

 EAS tags: The invisible backbone of retail security  - Electronic article surveillance (EAS) tags quietly safeguard billions of dollars’ worth of merchandise every year. The post EAS tags: The invisible backbone of retail security appeared first on EDN .

 Rethinking Chip Verification  - Specification engineering is gaining traction as a potential solution to the verification bottleneck. The post Rethinking Chip Verification appeared first on Semiconductor Engineering .

 Musk’s Mesh Optical Deal: The Next AI Infrastructure War Will Be Fought With Light  - Original Article By SemiVision Research [Reading time: 18 mins]

 [News] Asian Memory Makers Turn to U.S. Capital Markets: SK hynix and Kioxia Advance ADR Plans  - As AI-driven memory demand continues to outpace supply, leading Asian memory makers are accelerating capital market strategies to support large-scale expansion. Notably, SK hynix and Kioxia have both advanced plans to issue U.S. depositary receipts (ADRs), underscoring a broader push to tap U.S. inv......

 Infineon CoolGaN selected for BRC Solar power optimizer  - Infineon Technologies has been selected by BRC Solar to supply CoolGaN transistors for its…

 Faster AI, lower costs: DSpark eases inference bottlenecks and chip strain, says DeepSeek  - Start-up unveils speculative decoding framework that speeds up inference by up to 85 per cent amid China’s push to overcome US AI curbs

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 CoWoS, wafer-scale and CoWoP: Why AI packaging bottleneck is moving  - A basic comparison between CoWoS, wafer-scale integration, and CoWoP establishes distinctions among package substrate, silicon wafer, and platform PCB. The post CoWoS, wafer-scale and CoWoP: Why AI packaging bottleneck is moving appeared first on EDN .

 Three ways Intel and MSI co-engineered the world’s first Arc G3 handheld  - Three generations across two years with one goal: bringing high-performance handheld gaming to life

 English Is the New C++: Building Physical AI in Hours, Not Months  - It’s a bit embarrassing to realize that you’ve been wrong about something for several years, but that’s the position in which I currently find myself (don’t tell my dear old mum or I’ll never hear the end of it). Ever since I was first introduced to the folks at SiMa Technologies (

 SEMI expects 300mm memory equipment investment to surpass $50bn in 2026  - Global investment in 300mm memory fab equipment is set to reach a new milestone in 2026 as AI demand…

 China's Meituan says new AI model trained on domestic chips  - Chinese tech firm Meituan launched a new artificial intelligence model on Tuesday that it said was the first of its size to be trained using domestically developed computer chips.

 Research Bits: June 30  - Monolithic 3D integration; near-field heat transfer. The post Research Bits: June 30 appeared first on Semiconductor Engineering .

 聯發科去 非主管平均 薪連5 奪冠 台積電居第3  - 台灣證券交易所今天公布本國上市公司2025 「非擔任主管職務之全時員工薪資」統計,聯發科非主管全時員工去 平均 薪新台幣446.5萬元, 增3.6%,連續第5 奪冠。 護國神山台積電2025 非主管員工平均 薪407.2萬元, 增2成,從2024 排行第7向上提升至第3名。...

 Who Controls HBM Controls the AI Semiconductor Era  - Original Article By SemiVision Research [Reading time: 9 mins]

 Palantir NVIDIA AI targets secure US agencies  - Palantir and NVIDIA have expanded their AI collaboration by putting NVIDIA Nemotron open models into Palantir’s Sovereign AI Operating System…

 When Software Outruns Silicon: Hardware-Assisted Test Generation to the Rescue  - For the past decade, the semiconductor industry has been moving in one direction: shift-left, specifically, shifting more validation into the pre-silicon phase. The idea was straightforward: if software ultimately determines how a system behaves, then software should become a primary vehicle for verification....

 Enabling mass production of flexible electronic devices through real-time compensation of substrate distortion  - A digital lithography system capable of continuously patterning flexible substrates has been developed. The system integrates maskless digital lithography with roll-to-roll (R2R) manufacturing, allowing patterns to be generated ...

 DSA504RT six-output clock generator targets spacecraft timing  - Microchip Technology is announcing the DSA504RT, a radiation-tolerant, six-output programmable clock generator. The space-grade part addresses the complex timing needs of aerospace and defense applications, highlights the company. The DSA504RT Functional Block Diagram is shown above. “This Microchip...

 Chip in Florida Challenge Reaches More Than 15,000 Students Across Florida, Expands Opportunities for 2027  - Statewide semiconductor education initiative continues to grow, introducing students to innovation, technology, and future career pathways.

 Editorial: Politics-Driven 1,450 Trillion Won Project's Water, Power, Talent Uncertainties  - Everyone agrees that South Korea cannot fall behind in the global semiconductor and AI race.

 SK Group Creates 32.2 Trillion Social Value, Uses AI Against Greenwashing  - This was due to increased carbon emissions and environmental burdens as production and electricity use grew alongside the semiconductor and artificial intelligence (AI) industries.

 Yes to Semiconductors, No to Nuclear: Honam's Contradictory Energy Stance

 The Scream of 'RAM-mageddon'

 Samsung, SK Hynix, Micron Face U.S. DRAM Price-Fixing Lawsuit

 U.S. consumers sue Samsung, SK hynix, Micron for alleged DRAM price-fixing

 Blue House Unveils Regional Investment Plans for Three Mega Projects

 Tencent secures long-term CXMT server DRAM as China boosts domestic memory

 Blue House maps trillion-won mega projects to drive Korea’s regional growth

 Samsung, SK unveil 800t won southwest chip hub as Daegu-Gyeongbuk protest

 Foreign Investors Net Sell Record 7.7T Won in Semiconductor Stocks

 Jeonnam Gwangju Chief Backs 800 Trillion Won Semiconductor Plan

 Foreigners dump Korea chip giants as market rotates to nonsemis

 Secondary Battery Stocks Surge as Investors Shift From Semiconductors

 Chungcheongbuk-do Welcomes SK Hynix's 100 Trillion Won Investment

 SK Hynix Invests 1,100 Trillion Won in AI Memory Expansion

 SK hynix accelerates Korea AI memory expansion with 1.1 quadrillion won plan

 National Pension Service's Market Support Drives Exchange Rate, Interest Surge

 National Pension drives 14.18% return as Korea stocks surge 59.7%

 Breaking: Samsung Plans Gwangju as Next Semiconductor Complex

 Lee Jae-yong maps Korea chip hub in Gwangju, concentrates HBM5 in Chungcheong

 South Korea pledges 1,000 trillion won to build 18.4 GW AI data centers by 2035

 Minister Kim Unveils 800 Trillion Won Honam Semiconductor Base

 Korea unveils 800t won Honam fabs, 81t won Chungcheong packaging push

 SK ecoplant secures 205 billion won Yongin Suji Samsung 2nd rebuild in Korea

 Ministry of Intellectual Property Expands Tech Police for Semiconductor , AI Leaks

 South Korea boosts tech police to curb semiconductor and AI leaks

 Breaking: Lee Unveils Three Mega Projects, Stresses Speed

 People Power Party Slams Honam Semiconductor Plan as Government-Forced Decision

 People Power slams Honam chip cluster, demands probe into state meddling

 Investors Turn to KODEX ETF Combining Semiconductor Stocks and Bonds

 KB Securities' Issuance Notes Gain Attention in Volatile Semiconductor Market

 Investors pour into Korea bond-mix ETF to ride chip rally and curb volatility

 Synopsys Presents 'Silicon-to-Systems' Vision for AI-Driven Product Development

 Synopsys unveils silicon-to-systems strategy after Ansys acquisition

 Tokyo Electron Wins AI Semiconductor Solution of the Year

 Tokyo Electron wins AI award, accelerates 3D integration for AI hardware

 Applied Materials Unveils 3D AI Chip Equipment for HBM

 Dissecting an active Ethernet splitter  - Need one more network port than available? A splitter can do the trick; spend a few extra bucks to make sure you’ve made the right pick. The post Dissecting an active Ethernet splitter appeared first on EDN .

 Starting with Production in Mind: A Blueprint for Affordable Enterprise-Grade RAG on VMware Tanzu  - Enterprise AI on CPUs: Intel & T‑Systems prove RAG runs cost‑effectively without GPUs.

 Zuck saves Meta bucks by reusing memory from old servers with a custom CXL ASIC  - In production on millions of boxes and the payoff is a 25% reduction in machines needed for some inference workloads

 China’s Piotech looks to acquire Wuxi Shangji amid US chip curbs  - China’s plans to boost semiconductor self-sufficiency and forge national champions have grown more urgent amid US export restrictions

 Samsung could become HBM market share leader in 2027  - Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market...

 Samsung, SK Hynix to build KRW800 trillion chip hub in Southwest Korea

 China's first diamond semiconductor supply chain project lands in Zhengzhou

 Musk backs Cook as AI memory crunch drives Apple price hikes

 AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint

 Taiwan optics makers eye humanoid robot vision market as deployments accelerate

 Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS

 China adds 40 Japanese entities to export control and watch lists

 Wistron expands US production to meet AI server demand

 SK Hynix sets up new strategy unit as HBM race intensifies

 Orbbec builds Vietnam factory to broaden global reach

 Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

 Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

 Memory shortage drives long-term uptrend as Apple hikes prices

 Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

 US AI restrictions face scrutiny as Chinese models gain ground

 Physical AI's next hurdle is not walking, but grasping

 Johor's power grid faces mounting strain as data centre pipeline expands

 Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

 Foxlink appoints Freddy Kuo president, targets AI factory transformation

 Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains

 Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

 Potens expands into AI cooling and power markets, server revenue share hits double digits

 Jih Lin rides AI power demand to clip packaging

 Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

 AI drives TV platforms as Samsung and LG chase smart-home ecosystems

 LinkCom leans into AI networking and high-power power modules to drive growth

 Infineon counters Innoscience claim after China GaN patent setback

 Niching targets higher margins as heat spreader orders extend through year-end

 India roundup: Global tech giants deepen India investments

 Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

 Samsung slows next-gen memory push as price surge rewards existing lines

 Taiwan joins post-HBM memory race with Intel, SoftBank

 LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

 AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

 Taiwan electronics sector stays upbeat as AI demand lifts exports

 Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

 mRNA Vaccine Shrinks Deadly Childhood Cancer Tumors by 70%  - An experimental mRNA vaccine delayed neuroblastoma growth and sharply reduced tumor size in preclinical models. The success of mRNA vaccines during the COVID-19 pandemic sparked interest in whether the same technology could be harnessed to fight cancer. Researchers at RCSI University of Medicine and Health...

 'Impossible' low-loss, tunable dielectric achieved in microwave electronics  - The result on his computer screen looked impossible. Late one night in 2009, Nate Orloff was alone in a laboratory, analyzing measurements from a set of experimental thin films sent to him by Darrell Schlom, the Tisch University ...

 AI Chips Are Hard. Memory Is Harder.  - Original Article By SemiVision Research [Reading time: 7 mins]

 Memory Printed Perfection, The Tape Yawned.  - Market Rewind: June 22-26, 2026

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 ServiceNow and Accenture launch AI cybersecurity migration services  - ServiceNow and Accenture have launched a joint AI-powered cybersecurity offering designed to help enterprises move away…

 Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce  - Company launches employee matching and community seed funding, reinforcing Micron’s broader U.S. investment and workforce development strategy WASHINGTON, June 30, 2026 (GLOBE NEWSWIRE) -- In honor of America’s 250 th anniversary, Micron Technology, Inc.

 Webinar | Can Bioplastics Capitalize on Oil Prices & Legislation  - Join IDTechEx Technology Analyst Dr Matthew Haynes on Thursday 2 July for the expert-led webinar, "Oil Price Spikes and Favourable Legislation: Can Bioplastics Capitalize?". Choose your preferred time zone - the webinar runs three times in one day.

 Gartner names Infineon as company to beat in AI data-center power semiconductors  - Position being tested by growing competition in SiC and GaN

 Why moisture is the quiet killer of AI chips  - Moisture is an often-ignored threat to electronics. Ajay Sekar suggests some ways to reduce its impact. Figure 1: Chip package cross-section — moisture ingress pathways. Vertical cross-section of a 2.5D AI chip package. Layers from bottom to top: PCB/FR-4, BGA solder balls, organic package substrate,...

 台積電鉅額交易又來引路 再爆2,585.87元新天價  - 台積電(2330)今(30) 收在2,410元上漲40元,未收歷史新高價,臺灣證券交易所於傍晚公布今天鉅額交易有一筆爆出8張成交均價達2,585.87元,再由鉅額交易領路創新高。 若以台積電2,585.87元來看,未來漲幅還有145元以上的空間,等於台股還有超過1,100點的上漲實力,台股有機會再向47K叩關。...

 Pricing in the age of AI: what startups get wrong and how to fix it  - The companies that choose their value metric well will capture structurally more of the value they create than those that default to yesterday’s models.

 China claims biggest AI model trained on local chips, as Meituan releases LongCat-2.0  - LongCat-2.0 boasts 1.6 trillion parameters and a million-token context window, on par with DeepSeek’s latest flagship model

 AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce  - TrendForce’s latest research reveals that rising demand for AI servers, general-purpose servers, and edge AI devices is prompting foundries to dedicate an increasing share of wafer capacity to AI-related products. This shift has significantly altered the supply-and-demand balance for mature process...

 半導體風雲/AI帶動封裝「由圓轉方」 兩岸供應鏈迎商機  - 當全球市場仍聚焦台積電持續擴充先進封裝CoWoS產能之際,6 股東會旺季裡,合晶科技和 光投控等公司釋放一項重要訊號,宣告面板級封裝正式由研發走向量產,也為全球先進封裝「由圓轉方」揭開序幕,先進封裝正迎來近60 來最大的一次製造模式變革。...

 Why the AI-Defined Vehicle Starts With the Right Foundation  - The automotive industry didn’t arrive here overnight. It evolved step by step, with each new function layered onto the last, shaping architectures that reflect decades of incremental innovation.

 How South Korea’s AI megaprojects aim to ‘maintain edge’ over China, meet demand  - The goal, however, faces potential hurdles including workers’ reluctance to relocate away from Seoul and dispersed supply chains

 Ascent Solar’s thin-film space solar products undamaged in atomic oxygen exposure tests  - No power loss for exposure rates equivalent to six months on orbit at altitude of ISS

 South Korea chip hub gets Samsung and SK Hynix backing  - Samsung Electronics and SK hynix are backing a new South Korea chip hub with a combined 800 trillion won investment…

 HW Fingerprinting Technique for Silicon Photonic ICs Using Photonic Crystal-based Density-Controlled Patterns (U. of Florida)  - Researchers from University of Florida published a technical paper titled “Enhancing Co-packaging Optics Enabled Silicon Photonics Security Assurance Hardware Fingerprinting.” Abstract Excerpt: The paper proposes a method that “embeds two-dimensional photonic crystal (PhC) patterns” and creates...

 ByteDance targets early next year for new CPU to power own AI infrastructure: sources  - To accelerate development and help secure foundry capacity, ByteDance is collaborating with US chipmaker Qualcomm

 Apple Hikes Laptop, Tablet Prices Nearly 20 Percent  - Apple raises prices of MacBooks, iPads after Tim Cook warns that soaring memory and storage component costs must be passed on to consumers

 The Lab Mistake That Might Revolutionize Computing  - The result is a simple and efficient neuromorphic device that mimics a brain cell

 Snap's Specs Polarize Opinions at AWE USA 2026  - The opening keynote of AWE USA 2026 was given by Evan Spiegel, CEO of Snap. He unveiled the latest version of Snap's augmented reality (AR) glasses, called Specs, to much excitement. Snap has been working to advance spatial computing in a glasses form factor for over a decade. IDTechEx was among the first...

 Toward a Universal Flu Vaccine Based on Lipidots®  - ​​​​​In partnership with Sanofi and Institut pour l'Avancée des Biosciences (IAB), researchers from CEA-Leti have succeeded in enhancing the immune response to an antigen that could be used in a universal flu vaccine. Their approach is based on Lipidots®, lipid nanoparticles developed by CEA-Leti.​...

 [News] Korea’s High-Purity CO₂ Inventory Reportedly Falls Below One Month; Samsung, SK hynix Under Pressure  - Recent geopolitical tensions have created another potential bottleneck for Korea's semiconductor supply chain. The supply of high-purity carbon dioxide (CO₂) used in advanced semiconductor manufacturing has reportedly tightened. According to The Elec, industry sources say total inventory across t......

 CEO Interview with Tom (TJ) Jackson of Softchip  - Tom Jackson is a serial entrepreneur who founded multiple successful technology ventures with expertise in turning around struggling companies. Experienced in developing strategic partnerships across the technology sector. Skilled at translating complex technical innovations into compelling, value propositions...

 台積2奈米 成AI手機決勝點  - AI手機滲透率加速衝高,先進製程產能成為新一輪旗艦手機競賽核心。研調預估,具生成式AI(GenAI)功能的智慧型手機,2027 全球出貨量將突破五成;隨裝置端AI運算需求升溫,高通、聯發科同步卡位台積電2奈米平台,蘋果下一代A系列處理器亦被視為2奈米產能主要需求來源,台積電先進製程產能分配,將牽動2026至2027...


He'll look good with blue eyes! -Shishakli