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 ☀️ 🇰🇷🇨🇳 AsiaPac 🇹🇼
🇦🇺  ---  🌑

5¾d: SK HynixTBD

5¾d: Samsung Electro…TBD

5¾d: United Microele…TBD

6¾d: ASE IndustrialTBD

6¾d: InnoluxTBD

9¾m: Why Is Everyone Talking About Taiwan Semiconductor Stock?

29m: Spot Focus Antennas Market Forecast Points Higher Toward 2035, Driven by Semiconductor Fab Expansion

64m: PTFE Isolation Valves Market Forecast Points Higher Toward 2035 on Semiconductor Fab Expansion

73m: China’s Binzhou Group produces high-purity hydrogen fluoride, needed in advanced semiconductor manufacturing

1¾h: JX Advanced Metals : Expansion of Processing Capacity for Semiconductor Sputtering Targets at JX Advanced Metals Korea

1¾h: SKKU Wins Korea’s First-Ever Best Paper Award at ISCA 2026, the “Olympics of AI Semiconductors” | Newswise

2h: 3 Semiconductor Stocks to Buy Before AI Demand Explodes in July

2h: QCW Laser Stacks Market Forecast Points Higher Toward 2035, Driven by Semiconductor and EV Battery Demand

2¼h: Automated Programming System Market Forecast Points Higher Toward 2035, Driven by Semiconductor Content Growth in Automotive and Industrial Electronics

2¼h: MUX Recirculation Valve Market Forecast Points Higher Toward 2035 on Semiconductor and Life Sciences Demand

2¼h: United States UV Release Tape for Semiconductor - Market Analysis, Forecast, Size, Trends and Insights

2½h: World Miniature Spectrometer Engines - Market Analysis, Forecast, Size, Trends and Insights

2½h: World Semiconductor Grade Hydrochloric Acid - Market Analysis, Forecast, Size, Trends and Insights

2½h: Germany UV Release Tape for Semiconductor - Market Analysis, Forecast, Size, Trends and Insights

2¾h: Brazil Semiconductor Hexachloroethane - Market Analysis, Forecast, Size, Trends and Insights

3h: Industrial Rf Heating Equipment Market Forecast Points Higher Toward 2035, Driven by Semiconductor Expansion

3¼h: Tantalum Fiber Market Forecast Points Higher Toward 2035, Driven by Semiconductor and Aerospace Demand

3¼h: Merck makes 'AI for AI' its new semiconductor materials strategy

3¼h: Specialty Valves Market Growth Outlook to 2035: Semiconductor, Automation, and Smart Valve Trends - News and Statistics

3½h: Soft Seat Relief Valves Market Growth Driven by Semiconductor Investment Through 2035 - News and Statistics

3½h: Suck Back Valves Market Forecast Points Higher Toward 2035 Driven by Electronics and Semiconductor Packaging Advances - News and Statistics

4h: Selenious Acid Market Forecast Points Higher Toward 2035, Driven by Semiconductor and Electronics Demand

4¼h: World Specialist Modules - Market Analysis, Forecast, Size, Trends and Insights

4½h: Yomiuri: Panasonic Subsidiary Develops Machine to Collect Copper from Semiconductor Factory Waste

5h: Why Intel Vs. Taiwan Semiconductor Isn’t a Real Competition Through The End of 2026

5h: Medium Payload Robot Market to Reach New Heights by 2035, Driven by Electronics Automation Boom

5½h: KOSPI Breaks 7,000-Point Mark on Semiconductor Surge

5¾h: 3 Stocks I'm Buying After Taiwan Semiconductor's Stellar Announcement

6h: Air Products to Expand Integrated Gas Supply Network for Semiconductor Manufacturer in Taiwan

6¾h: World Hexahydrobenzoyl Chloride - Market Analysis, Forecast, Size, Trends and Insights

6¾h: Webinar Series | Explore Multiphysics Modelling of Semiconductor Packaging & Testing

6¾h: Alphabet's AI Investment Surge Sparks Semiconductor Rebound Hopes

7h: Breaking: South Korea's Economy Grows 3.7% on Semiconductor Surge

7¼h: Global Technology Wins Preliminary Kosdaq Approval, Targets IPO This Year

7½h: KF Valves Market Growth Driven by Semiconductor and Automation Trends Through 2035 - News and Statistics

7½h: Salem-area community college gets funding to train semiconductor workforce

8h: Semiconductor Equipment Firms Become 'Super Suppliers'

8h: Forget QQQ. This Semiconductor Fund Nearly Quintupled Its 2026 Gain

8¼h: ON Semiconductor Corp. (ON) Gains As Market Dips: What You Should Know

8¾h: Chip Stocks vs. the Magnificent Seven: How Much of the Market Do Semiconductor Companies Make Up?

8½h: Orbia Announces Second Quarter 2026 Financial Results

9½h: Materion Corporation to Announce Second Quarter 2026 Financial Results on August 5

10h: AXT Announces Jia-Bin Duh Appointed to AXT, Inc. Board of Directors

10h: NVE Corporation Reports First Quarter Results and Announces Quarterly Dividend

10h: Martin Midstream Partners Reports Second Quarter 2026 Financial Results and Declares Quarterly Cash Distribution

15h: Advanced Energy Launches 1100 W PFC Module with the Industry's Highest Power Density in a Half-Brick Form Factor

17h: Chemtrade Logistics Income Fund Declares July 2026 Distribution

17h: Amtech Systems to Announce Fiscal 2026 Third Quarter Financial Results on August 5, 2026

17h: Diamond Quanta Selected by HAX to Accelerate Commercialization of Its Engineered Diamond Platform

17h: PsiQuantum Signs $125 Million Agreement with DARPA

18h: Ambiq and ChipAgents Collaborate to Advance Agentic AI for Semiconductor Engineering

19h: SS&C GlobeOp Forward Redemption Indicator

19h: Teledyne Technologies Reports Second Quarter Results

20h: First Trust Global Funds PLC UK Regulatory Announcement: Net Asset Value(s)

20h: Linde Marks 11th Consecutive Year in FTSE4Good Index Series

27h: Mitsubishi Electric and Sony Semiconductor Solutions Agree to Establish a Joint Venture to Build AI Vision Sensor Solutions for Manufacturing Applications

34h: Lattice Wins First-to-Market Innovation Award at 2026 Globee® Awards for Technology

38h: Tema Launches Healthcare AI ETF (HLTH)

39h: Keysight Addresses Cross-Domain Physics Issues That Leave Electronic Designs Vulnerable to Late-Stage Failure

40h: Enpro Announces Date for Second Quarter 2026 Earnings Release and Conference Call

40h: Tema Photonics & Optical ETF (LAZR) Adds Anthropic as Top Holding

41h: Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience

41h: Gradiant Supports Landmark Semiconductor Manufacturing Expansion in Dresden

43h: Aeonsemi Unveils LumaReach™

43h: Chemtrade Logistics Announces Successful Final Adoption of Rezoning Application for the North Vancouver Chlor-Alkali Facility

44h: Mach42 Completes £7M Funding Round, Led by IP Group With Investment From BGF and Foresight Group

 In-depth: Alibaba builds three-layer AI empire across chips, memory and models  - Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed attention on Alibaba, the Chinese DRAM maker's largest industry investor.

 Formal Foundations for Known Good Reliable Die Screening in Chiplet-Based AI Systems-on-Chip  - The rapid growth of chiplet-based artificial intelligence systems-on-chip (SoCs) has exposed a fundamental gap in semiconductor test methodology. Existing Known Good Die (KGD) screening guarantees pre-assembly functional correctness, yet it offers no probabilistic assurance of post-assembly reliability...

 US not getting enough critical minerals from China, Greer says as Xi-Trump meeting looms  - Remarks on minerals vital for electronics come as Marco Rubio and Wang Yi discuss upcoming meeting of leaders

 From Rhetoric to Metrics: Raghib Hussain’s First Year as Altera CEO  - Altera has taped out six chips in nine months, three ahead of schedule, as new CEO focuses on execution. The post From Rhetoric to Metrics: Raghib Hussain’s First Year as Altera CEO appeared first on EE Times .

 RISC-V Advantage in Accelerator Control Highlights System Verification Challenges  - When considering best-fit applications for RISC-V, the appeal of extending the instruction set and competitive pricing for storage and edge applications has been pretty clear. But I have always struggled to understand the appeal in head-on competition with Arm in premium applications such as servers and...

 Samsung Fold8 Unveils 4:3 Screen, Slimmer Design Ahead of Apple  - ◇High-end phone around 3 million Korean won due to semiconductor price surge The Galaxy Z Fold8 Ultra maintains the same weight as its predecessor, 215g, while achieving the thinnest unfolded thickness

 Caltech’s New Device Steers Light With Light at Mind-Bending Speed  - A light-controlled meta-surface redirected another beam at femtosecond speeds without relying on slower electronic relaxation. A pulse of light crosses the width of a human hair in roughly 74 femtoseconds (74 quadrillionths of a second). Caltech researchers have now redirected a beam in that same fleeting...

 WebAssembly + Zephyr: A Two-Layer Isolation Model for Embedded Systems  - Embedded systems face a constant tension between firmware stability and application flexibility. This article explores how combining Zephyr with WebAssembly and WAMR creates a practical two-layer isol...

 China’s AI Progress Doesn’t Make it a Tech Rival  - [Opinion] Economic strength is the true AI war, technological prowess is merely one battle

 Panasonic Industry obtains IEC 62443-4-1 certification for industrial automation and control systems  - Panasonic Industry has achieved certification “IEC 62443-4-1,” which defines secure product development lifecycle processes for industrial automation and control systems

 Multiscale ensemble Monte Carlo of transport and gas sensing in monolayer MoS _2 _2  - Two-dimensional semiconductors , such as monolayer MoS _2 _2 , combine a technologically useful band gap with an all-surface geometry, making them attractive both as field-effect-transistor channels and as chemically sensitive devices. Predictive device design requires a transport model that is (i) physically...

 The Architecture of Success: Why a Unified Semiconductor IP Strategy Is the Foundation of Modern SoC Design  - As architects push toward advanced nodes and increasingly demanding workloads, modern silicon design has entered an era of unprecedented complexity. A single design respin can cost millions of dollars and delay market entry. Against this backdrop, designs must be balanced for performance, bandwidth, power...

 Three Automotive Semiconductor Trends Shaping the Market in 2026  - Three automotive semiconductor market trends to watch out for in 2026: supply risk, China market access, and vehicle architecture change.

 Missing sense: Why physical AI can see everything and feel nothing  - The future of physical AI will be determined by whether machines can interact with the real world with the same confidence that humans do. The post Missing sense: Why physical AI can see everything and feel nothing appeared first on EDN .

 Whalechip Uses ChipAgents to Compress Root Cause Analysis into Minutes  - AI-powered platform identified four critical SoC bugs and helped prevent up to two weeks of potential development delays

 xMEMS Launches the World’s Smallest Active Micro Fan to Break the Thermal Wall in Smart Glasses  - XMC-1200, the industry’s solid-state µCooling chip enables targeted cooling for AR/XR light engines, processors, and other components in smart glasses. The post xMEMS Launches the World’s Smallest Active Micro Fan to Break the Thermal Wall in Smart Glasses appeared first on Semiconductor Digest ....

 [News] Moonshot Suspends Kimi K3 Subscriptions Amid Compute Crunch; Microsoft Reportedly Weighs Adoption  - China continues to push ahead with AI model development, but computing capacity remains a key constraint. According to South China Morning Post, Chinese start-up Moonshot AI has temporarily suspended new subscriptions for its newly launched Kimi K3 model after surging demand pushed its computing res......

 DFI 6.0 Key Highlights of the Latest DFI Specification  - Explore Cadence IP here The DDR PHY Interface (DFI) protocol specifies the signals, timing parameters, and configurable options necessary for the transfer of command information and data across the DFI, facilitating communication between the DDR memory controller (MC) and the …

 Memory Bandwidth May Be the Most Overlooked AI Performance Metric  - Intel Xeon first to market with 8000 MT/s RDIMM support underscores why data movement is becoming a competitive differentiator.

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

9½h: STMicroelectron…TBD

4½d: NXP Semiconduct…TBD

 Elice joins Busan edge AI data center to boost South Korea manufacturing  - ECI that Elice verified on its own AI cloud, and it will be an important milestone that contributes not only to the AI transformation of manufacturing but also to the expansion of the domestic AI Semiconductor

 [News] GaAs and InP Substrate Project Approved in Chinese Zhejiang Province  - A high-end compound semiconductor substrate project with a total investment of RMB 2 billion (approximately USD 280 million) has been officially approved and will be established in Quzhou, Zhejiang Province, according to the Zhejiang Provincial Online Investment Project Approval and Supervision Plat......

 外部客戶+1!英特爾ASIC傳捷報 法人點名M31、智原等台鏈受惠  - 英特爾晶圓代工(Intel Foundry,IFS)爭取外部客戶再傳捷報。英特爾與網路資安廠Fortinet 21 宣布策略合作,將共同開發新一代Fortinet Security Processor 6(SP6)安全處理器,由英特爾提供晶片設計、先進封裝與製造。法人指出,此案除象徵Intel...

 TI reports second quarter 2026 financial results and shareholder returns  - Conference call at 3:30 p.m. Central time today on ti.com/ir DALLAS, July 22, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) today reported second quarter revenue of $5.46...

 Intel lays off some data center group workers amid unit revenue growth  - An unspecified number of Data Center Group workers laid off continues a multi-year reduction in force at Intel as the company puts stronger focus on Edge AI and data center inference.

 FPGA SDK enables sparse AI models  - Version 3.0 of Microchip’s VectorBlox Accelerator SDK simplifies FPGA-based AI implementation by supporting sparse neural networks. The post FPGA SDK enables sparse AI models appeared first on EDN .

 Lasers for CPO/NPO: Part 2 \u2013 Lumentum’s Technology and Moat  - How JDSU/Lumentum engineered their UHP laser, where the competition stands, and how its all about \\

 SILITH receives first mass-produced silicon photonics wafers from UMC’s Singapore 12-inch fab  - 1.6T platform addresses growing demand for high-speed AI and hyperscale data-center optical interconnects

 Coherent Corp. Annouces Timing of FY2026 Fourth Quater and Fiscal Year-End Earnings Release  - Coherent Corp. announced today that it will release its financial results for the quarter ended June 30, 2026, on Wednesday, August 12, after the New York Stock Exchange closes. The release will be followed by a live audio webcast at 4:30 p.m. ET to discuss the results.

 60 FPS NES Emulator on ESP32  - At least in theory, video games are more resistant to becoming lost media thanks to their digital nature — they’re easy to copy and emulators have saved many titles that …read more

 From Highways To Health Care: Portability Proves Key To Physical AI  - Success at the edge takes advantage of common threads — lithography, imaging, chiplets, and AI. The post From Highways To Health Care: Portability Proves Key To Physical AI appeared first on Semiconductor Engineering .

 HW-based Methods to Dynamically Throttle AI Performance (Princeton University)  - Researchers from Princeton University published a technical paper titled “Hardware Mechanisms to Dynamically Throttle AI Performance.” Abstract Excerpt: “In this paper, we introduce a set of microarchitecture knobs which dynamically control the available hardware resources to limit AI performance...

 Governor Hochul Announces the World’s Most Advanced Equipment for Semiconductor Chip Design Begins to Arrive at NY Creates’ Albany NanoTech Complex  - View Governor Hochul’s Press Release Here Arrival of ASML High NA EUV lithography system components marks another major milestone toward enabling next-generation U.S. semiconductor innovations in New York Governor Kathy Hochul today announced that NY Creates received the first major components of the...

 Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience  - Fortinet’s purpose-built ASIC expertise and Intel’s semiconductor design, packaging, and manufacturing capabilities will drive greater security, scale, performance, and resiliency for organizations

 IQE’s greater-than-expected £64m first-half 2026 revenue driven by InP demand  - Guidance for full-year revenue growth raised from more than 20% to over 30%

 Why TLVR Will Not Kill MLCCs—and May Accelerate the Shift to VPD  - Original Article By SemiVision Research [Reading time: 33 mins]

 Chip Industry Technical Paper Roundup: July 21  - Near-memory HBM for LLM inference; processing-in-memory for 3D DRAM; SDV hardware abstraction; 3nm GAAFET SRAM self-heating and rad-hard; monolithic CMOS-photonic integration; quantum photonic chips; AI-driven thermal modeling for 3D photonic circuits. The post Chip Industry Technical Paper Roundup: July...

 [News] Intel Reportedly Plans Data Center and AI Group Layoffs Despite the Unit’s 22% 1Q26 Revenue Growth  - Intel is reportedly planning another round of layoffs. According to The Oregonian/OregonLive, the company has informed employees in its Data Center and AI Group of fresh job cuts, following major workforce reductions in 2024 and 2025. Intel has not disclosed how many positions will be eliminated. KN......

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

14h: IntelTBD

5½d: Skyworks Soluti…TBD

-10h: Texas Instrumen…12%beat 🟢

5½d: QorvoTBD

4½d: Amkor Technolog…TBD

 OnePlus and Realme Exit - Casualties of the Memory Crisis  - OnePlus is walking away from Europe and North America’s smartphone market. Realme is pulling back from its own home market of China. Parent company Oppo (BBK) calls this a “proactive global strategy adjustment”. In practice, it is the sharpest visible casualty yet of a memory supply crisis that...

 Everspin Announces Date of Second Quarter 2026 Financial Results Conference Call  - CHANDLER, Ariz.--(BUSINESS WIRE)--Jul. 22, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of persistent Magnetoresistive Random Access Memory …

 Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis  - 3 bit Rubin LUT Based Tensor Core, SM140 Feynman, Rack Scale, Perf Per MegaWatt, Perf Per Dollar, Software Improvements,…

 2026-2027 CMR Silicon Wafers  - A comprehensive supply chain and market analysis of the silicon wafers market for 2026-2027 including market status and outlook, market trends, and the market landscape.

 Agentrys Weighs in on LLM Benchmarking for Chip Design at DAC 2026  - Si2 is conducting quite a few sessions at DAC this year covering everything from power model standards to agentic AI. There is one session that is a bit different, focusing on LLM benchmarking. Since AI is popping up everywhere, the ability to accurately assess and measure the quality of new models becomes...

 Riber’s revenue grows 19% in first-half 2026, driven by 71% growth in Services & Accessories  - Doubling in Services & Accessories orders counteracted by Systems orders falling by 27% as export licenses restricted

 BrainChip Partners with Celus to Bring Its Neuromorphic Edge AI Processor to the CELUS Design Platform  - Strategic collaboration will soon give engineers direct access to BrainChip’s AKD1500 architecture through CELUS’s AI-guided design tools for device design. The post BrainChip Partners with Celus to Bring Its Neuromorphic Edge AI Processor to the CELUS Design Platform appeared first on Semiconductor...

 Wafer Demand Q2 2026 Update  - Global wafer demand is projected to grow 12% in 2026, driven primarily by the ongoing AI boom and the resulting surge in data center buildouts. DRAM demand is the standout growth driver, more than doubling by 2031 on the back of capacity build-outs and HBM-related demand, while NAND demand stays comparatively...

 Samsung will show you the fold. We'll show you what's inside the hinge.  - TechInsights goes hands-on with the Galaxy Z Fold 8 lineup — reading the announcement the way component buyers, hardware teams, and procurement leads actually need to: through cost, supply, and competitive pressure.

 This week’s outside five sigma (#108)  - Following bits through advanced packaging and PCB components

 CEA-Leti Looks Beyond SRAM and DRAM as AI Reshapes the Memory Roadmap  - CEA-Leti’s François Andrieu describes more embedded, persistent, and low-energy memories that will meet the growing demands of AI. The post CEA-Leti Looks Beyond SRAM and DRAM as AI Reshapes the Memory Roadmap appeared first on EE Times .

 Enterprise AI: Reshaping AI processor architectures  - Enterprise AI fundamentally changes the computing requirements, exposing the architectural limits of GPUs and opening the door for real-time, memory-centric, low-latency reasoning. The post Enterprise AI: Reshaping AI processor architectures appeared first on EDN .

 OptiTrack Unveils ActiveIO Motion Tracking Platform  - OptiTrack has introduced ActiveIO, a new active motion tracking platform that combines two way RF…

 US levels AI sanctions threat as China models gain  - Washington mulls penalties after Anthropic and OpenAI say Chinese tech firms are stealing intellectual property by distilling their frontier models

 Meta’s Infrastructure Team Needs A Culture Reset  - Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered technology solutions…

 TSMC’s $100 Billion Arizona Bet Is Reshaping the Global Chip Supply Chain  - Original Article by SemiVision Research [Reading time: 13 mins]

 Shelly Presence Gen4 (S4SN-0U61X) Deep Dive Teardown  - The Shelly Presence Gen4 is a smart sensor purchased from the European market. The Shelly Presence Gen4 is an mmWave radar-based presence sensor that covers an area of up to 42 square meters. It can detect up to 6 people at the same time and supports up to 10 customizable zones per device. A Deep Dive...

 Future of Memory And Storage  - Future of Memory & Storage has long been regarded by the industry as the world’s most important and...

 Argonaut will use lidar to dodge lunar boulders, rough terrain  - MDA Space announced it won preliminary approval for use of its LEIA lidar in the inaugural Argonaut mission

 Innolume selects Veeco Gen2000 MBE system to expand quantum dot laser production  - System supports next-gen optical transceivers and AI-driven data-center infrastructure

 Common plastic additive makes stretchable OLED displays brighter and more elastic  - The same class of chemical additive that makes plastic wrap pliable and vinyl flooring soft could be the key to unlocking the next generation of wearable displays. Researchers at the University of Chicago Pritzker School ...

 Nvidia shows off Vera Rubin platform for tokenmaxxing  - If your AI Factory sells tokens, why not optimize token emission?

 It’s RAINing RFID  - I must admit that I was tempted to title this column “ It’s RAINing RFID! Hallelujah! ” But then I thought you’d probably spend the rest of the day with the Weather Girls song rattling around in your head, so I decided against it. You’re welcome.

 NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27, Says TrendForce  - TrendForce’s monthly July NAND Flash update reveals that the NAND Flash market has remained undersupplied throughout 2026, driven by surging AI-related demand and limited capacity expansion.

 Siemens EDA acquires SoC toolmaker Precision Innovations  - The acquisition aims to bring AI-driven chip planning to a much broader set of SoC design engineering teams. The post Siemens EDA acquires SoC toolmaker Precision Innovations appeared first on EDN .

 Carbon Nanotube Firm Strengthens Executive Team to Build CNT Ecosystem  - Canatu stacks its C-suite to push CNTs into chips, cars, and diagnostics—watch how its new CEO plans to turn nanotube hype into yield. The post Carbon Nanotube Firm Strengthens Executive Team to Build CNT Ecosystem appeared first on EE Times .

 Spin-valley-layer coupling with dual control via stacking and electric field in antiferromagnetic bilayer Janus YIBr  - The modification and enhancement of antiferromagnetic two-dimensional semiconductor is considered crucial for realizing novel electronic properties and facilitating promising applications. For this purpose, we investigate six antiferromagnetic 2D bilayer Janus YIBr structures with different stacking variations...