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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

 Power Tips #154: Finding the thermal and current limits of high-power GaN devices through simulation  - Thermal resistance analysis and power-loss calculations form the theoretical foundation of thermal design. The post Power Tips #154: Finding the thermal and current limits of high-power GaN devices through simulation appeared first on EDN .

 Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26  - TrendForce’s latest research reveals that structural tightening in mature-node DRAM supply is forcing consumer DRAM buyers to adopt legacy memory products to secure larger supply allocations. This has triggered a new wave of demand for procuring older-generation DRAM components, driving continued price...

 China’s MLCC suppliers eye Hong Kong capital as AI reshapes electronics supply chains  - Small, found in almost every electronic device and critical to AI servers, now the ‘rice of electronics’ is driving two Hong Kong IPOs

 Apple supplier Lingyi seeks US$1.1 billion Hong Kong IPO to fund AI and robotics push  - The Shenzhen-listed components maker is using a Hong Kong float to fund its push into AI servers, smart glasses and robotics

 CEO Interview with Mark Goranson of EMASS  - Mark Goranson is the Chief Executive Officer EMASS, a wholly owned subsidiary of Nanoveu, for which they serve as the semiconductor technology division. With more than 45 years in the global semiconductor industry, he has held senior leadership roles at companies including Intel, Freescale Semiconductor,...

 SK Hynix Nears 95% of Samsung's Market Cap The gap between the two companies has rapidly narrowed alongside the growth of the AI  - The gap between the two companies has rapidly narrowed alongside the growth of the AI semiconductor market.

 Infineon partners with VinRobotics on humanoid robots development  - Infineon Technologies and Vietnam-based VinRobotics have signed a memorandum of understanding to collaborate on the…

 Taiwan memory chip designers set for 245% revenue jump on AI storage demand  - Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure  - Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption and a strategic investment BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage

 Rebellions, CCK Solutions Partner on AI Full-Stack Ecosystem An NPU is a  - An NPU is a semiconductor specialized for AI computations.

 SK Hynix Surpasses Samsung Electronics in Market Cap Lee assessed that the expansion of Samsung Electronics’ and SK Hynix’s market cap shares is a natural phenomenon given the current

 Presidential Chief Kang Urges Excess Tax Revenue for Future Generations Presidential chief of staff Kang Hoon-sik said on the 22nd regarding the expected excess tax revenue due to the boom in the artificial intelligence (AI) and

 Cheong Wa Dae redirects excess tax revenue to future-focused investment Kang Hoon-sik, the presidential chief of staff, on the 22nd addressed expected excess tax revenues driven by a boom in artificial intelligence (AI) and the

 Security Industry Accelerates Quantum-Safe Solutions Amid Q-Day Threat However, once quantum computers are commercialized, sensitive information like military secrets and

 Korea and global tech race to deploy PQC as quantum threat nears when data was stolen through hacking, it was safe because it could not be decrypted, but once quantum computers are commercialized, the leak of sensitive information such as military secrets and

 SK Hynix Tops Samsung Electronics' Common Stock Market Cap for First Time The researcher assessed that, given the current

 Hynix tops Samsung in Korea as market flags bull run end risk The researcher assessed that, given the current

 SK Hynix Surpasses Samsung in Market Cap Amid growing expectations of a

 AI boom crowns SK hynix as Korea’s top stock while KOSPI hits record Surging

 Samsung Eyes Galaxy Z Fold 8 Price Increase However, recently, Apple CEO Tim Cook mentioned the possibility of product price increases due to the surge in memory

 Seoul Mayor Oh Se-hoon: Tax Hikes 'Not Last Resort, Shouldn't Be Used' to remarks made on the 20th by Kim Yong-beom, presidential chief of staff for policy, who argued that property holding and capital gains taxes should be strengthened to prevent liquidity from the

 Kospi Could Reach 10,000 or Plunge to 6,500, Analysts Warn Park Yeon-joo, head of the AI research center at Mirae Asset Securities, said, “The earnings momentum and valuation appeal of the

 SK Hynix Ends Samsung Electronics' 25-Year KOSPI Market Cap Reign has a diverse product lineup—SK Hynix is recognized for its high concentration in the

 SK Hynix Ends Samsung's 27-Year Market Cap Reign Amid a global AI investment boom, global

 SK Hynix Ends Samsung Electronics' 27-Year Market Cap Leadership This

 AI boom propels SK hynix past Samsung to top South Korea market cap Thanks to the ongoing

 Four Major Groups' Employment Drops as Coupang Overtakes SK While the

 Oh Se-hoon seeks meeting with President Lee over tougher property tax plan He added, “The presidential office’s policy chief argues that taxes should be strengthened to prevent liquidity from the

 Rebellions and CCK Solution build Korea-focused full-stack enterprise AI An NPU is a

 Major Banks' SME Delinquency Rate Hits 10-Year High, Widening Gap with Large Corporations While large corporations are seeing improved performance due to the

 South Korea Exports Jump 60% to Record High By item,

 South Korea Exports Hit Record $62 Billion

 KOSPI Drops 1% Amid U.S.-Iran Tensions In the KOSDAQ market, secondary battery and biotech sectors are underperforming, but

 US-Iran tensions dent Korea stocks as KOSPI falls, KOSDAQ techs rise In the KOSDAQ market, secondary battery and biotech stocks are weak, but

 Donghak and Seohak Ants Drive KOSPI Rally With AI Focus Additionally, the top 15 ETF units net bought by individual investors since September last year were concentrated in

 Korea’s retail investors drive KOSPI, tilt to AI and may rotate to U.S. stocks Also, when looking at the top 15 domestic equity ETFs by net buying by individual investors since September last year, they were concentrated in

 IBK Securities Raises KOSPI Forecast to 8,000–11,000 on

 IBK Securities lifts Korea KOSPI target to 11,000 on

 Atom Computing and Nu Quantum target utility-scale quantum computing  - Atom Computing and Nu Quantum have announced a strategic collaboration aimed at tackling one of the biggest challenges…

 Cloud HPC For AI: Addressing Latency, Cost, And Scale At The Architectural Level  - Low-latency fabrics, topology-aware scheduling, and tiered memory bring compute closer to data and reduce coordination overhead. The post Cloud HPC For AI: Addressing Latency, Cost, And Scale At The Architectural Level appeared first on Semiconductor Engineering .

 Japan’s Technology Paradox: World-Class Engineering, Weak Economic Growth  - Original Article By SemiVision Research [Reading time: 19 mins]

 受惠先進製程擴產 創控全 營運看俏  - 創控(6909)受惠先進製程擴產及環境監測需求持續成長,營運表現逐步加溫,該公司表示,在全球半導體先進製程資本支出維持高檔,以及AMC監控需求持續擴大的帶動下,營運維持穩健成長節奏,全 表現可望優於產業平均水準。...

 Scientists Finally Uncover Why Solid-State Batteries Short-Circuit  - Researchers have uncovered a critical mechanism behind battery failure in solid-state batteries, offering new insights that could help unlock safer, longer-lasting energy storage technologies. Every time a smartphone is charged or an electric vehicle is plugged in, billions of lithium ions move through...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 Software to Silicon With RISC-V for Physical AI  - Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA. The post Software to Silicon With RISC-V for Physical AI appeared first on EE Times .

 The Secret Life of Computers  - A brilliant and fun exposition of the development of computer technology

 [News] SanDisk Goes Beyond HBF: Patent Bonds Processor onto NAND Tile, with HBM Stacks on Shared Interposer  - While SanDisk is speeding up the development of High Bandwidth Flash (HBF), a next-generation architecture that vertically stacks NAND, the company is also advancing additional memory concepts aimed at addressing structural capacity constraints. According to a U.S. patent (US 12,430,274 B2) filed...

 Cook Says Apple Plans Price Hikes  - Outgoing Apple chief executive Tim Cook says price increases 'unavoidable' due to 'unsustainable' surge in memory costs

 YMTC NAND share rises to 13%, alarming South Korean rivals  - China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players...

 Intel-Nvidia co-developed PC processor to reportedly debut at CES 2028

 Intel and AMD unveil ACE in x86 counteroffensive against Arm

 Toto reportedly bets bigger on semiconductor materials as AI pushes industry toward 1nm era

 China bars govt purchases of products from 46 US firms

 Global suppliers race accelerates: TSMC's first CoPoS demo tools enter validation

 China places 10 US entities on export control list, restricts dual-use exports

 Analysis: BYD's robotics ambitions ignite new battleground with startups

 Weekly news roundup: Micron CEO turns visa rejection into US$1 trillion milestone; Taiwan LED makers look beyond lighting

 Microsoft considers DeepSeek as OpenAI costs mount

 Samsung sees ongoing SoC losses drag down System LSI's 2026 performance

 ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion

 Tongtai expands aerospace, AI and semiconductor push under new board

 FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push

 Google co-founder says AGI's missing piece is the physical world, not language

 Hongkang ramps silicon photonics testing investment with first system due in August

 Taiwan AI delegation pivots to end-to-end solutions at VivaTech to tap European demand

 Robot batteries diverge from EVs as A-PRO backs swap systems

 Interview: MetaComp on its KYA framework and the agentic future of finance

 MSScorps expands Taiwan investment again for silicon photonics

 India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

 Sponsored Content: Siemens’ User2User – How AI forms the future of Europe’s EDA industry  - The EDA industry faces major challenges: design complexity is constantly increasing, while products are expected to reach the market faster. At the same time, engineering departments are grappling with a talent gap, as fewer engineers are available. But challenges also bring opportunities. The EU Chips...

 外資喊上3,500元!魏哲家一句話點燃多頭行情 台積電下周挑戰新天價?  - 【中時新聞網 鄭思楠】護國神山台積電股價再度站上歷史新高前哨戰!美股周四在半導體族群帶動下強勢反彈,台積電ADR大漲6.94%並改寫歷史新高,聯電、 光ADR也同步飆升,帶動市場期待台積電現貨下週一(22 )挑戰6 3 盤中2440元天價。除短線資金回流半導體外,台積電5...


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