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 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-5d: Foxconn Technol…TBD

-94h: Taiwan Semicond…13%beat 🟢

14m: Taiwan Semiconductor Manufacturing: Is the Stock a Buy as Revenue Continues to Soar?

37m: CMTX Bets on Vertical Integration to Lead Semiconductor Parts Market

38m: Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors

64m: IO Connector Market Forecast Points Higher Toward 2035 Driven by Industrial Automation and Semiconductor Expansion

69m: Semiconductor Hexachloroethane Market Demand to Accelerate by 2035 on Advanced-Node Etching Needs

74m: Phosphide Powders Market Forecast Points Higher Toward 2035, Driven by Semiconductor and Fumigation Demand

2½h: Price to earnings forward of Brite Semiconductor (Shanghai) Co., Ltd. Class A – SSE:688691

2¾h: SOXX and SMH ETFs Sink, But Barclays Stays Bullish on Semiconductor Stocks

3¾h: Price to book forward of Brite Semiconductor (Shanghai) Co., Ltd. Class A – SSE:688691

4h: Astera Labs vs. Navitas Semiconductor: What the Revenue Trajectories of These Artificial Intelligence Companies Reveal to Investors.

4¼h: Analog Devices maps the semiconductor case for physical intelligence in industrial automation

4¼h: World Micronized Rubber Powders - Market Analysis, Forecast, Size, Trends and Insights

4¾h: Taiwan Semiconductor Manufacturing Just Showed the Artificial Intelligence (AI) Build-Out Is Alive and Well With This Jaw-Dropping Announcement

5¼h: Cas Clients Market Forecast Points Higher Toward 2035 as Semiconductor Capacity Additions Accelerate Demand

6¾h: 3 AI Chip Stocks to Watch as Samsung Doubles Down on Semiconductors

7h: Chey Tae-won Warns Triple Threat Without Semiconductor Supply Expansion

7h: Buffing Machine Market Forecast Points Higher Toward 2035 on Semiconductor and Precision Optics Demand

7h: Bank of Korea Warns Semiconductor Boom Risks 'Dutch Disease'

7¼h: SIPLUS Motion Control System Market Forecast Points Higher Toward 2035 on Semiconductor Expansion

7½h: Quantum materials discovery could advance electronics for extreme environments

7½h: Chinese AI Model Kimi K3 Shakes U.S. Semiconductor Stocks

7¾h: ABZ Valve Market Growth Forecast to 2035: Semiconductor and Automation Demand Accelerate - News and Statistics

8h: Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for Investors

8¼h: World Flow Ratio Controllers - Market Analysis, Forecast, Size, Trends and Insights

8½h: Price to earnings forward of Hanmi Semiconductor Co., Ltd – KRX:042700

8½h: Biological Deodorization Treatment Equipment Market Forecast Points Higher Toward 2035 on Semiconductor Cleanroom Demand

8½h: Taiwan Semiconductor Manufacturing (NYSE:TSM) Is Spending $100 Billion More On Arizona Chips

9h: Semiconductor stocks enter bear market: Is bubble burst next?

 AI Is Not Omnipotent: Andrew Yao’s WAIC Speech on the Mathematical and Physical Boundaries of AI  - Original Article By SemiVision Research [Reading time: 3 mins]

 CEO Interview with Madhulima Tewari of VerifAIX  - Madhulima Tewari is the CEO and founder of VerifAIX. After two decades building EDA tools, taping out chips, and working on distributed systems, cloud infrastructure, and enterprise AI applications, she teamed up with chip design and methodology leaders and university researchers to build an agentic AI...

 Securing the Silicon: The Seismic Shift to Hardware Security  - My podcast guest this week is Jason Oberg from Arteris. Jason and I discuss this profound transition toward hardware security, explore how Cycuity’s integration into Arteris is changing the game for system-level security and discuss how teams can address the emerging risks in our era of distributed...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

88h: STMicroelectron…TBD

 Harvard Scientists Turned a Silicon Chip Into a DNA Factory  - Harvard scientists have built a silicon chip that writes DNA using electricity and water, pointing toward a cleaner future for DNA manufacturing and biotechnology. Silicon chips have driven the computing revolution for more than 50 years. Now, researchers are finding new ways to use them in biology, including...

 AI晶片股出現修正潮!分析師仍看好台積電 關鍵原因曝  - 【中時新聞網 賴宇萍】近期AI晶片族群出現明顯修正,美光、博通與輝達股價均自高點回落,市場關注焦點也從AI需求是否存在,逐漸轉向另一個問題:當愈來愈多科技公司投入自研晶片,未來究竟誰能成為AI產業的最終贏家? 不過,美國知名投資媒體《The...

 Scrying the AMD GFX1250 LLVM Tea Leaves ...  - In just a few short days, AMD will be showing off their brand new MI400 series of Datacenter Accelerators at their Advancing AI event but before that event comes, we thought it would be fun to attempt to scry the tea leaves that are LLVM commits to see what we can ascertain about this next generation...

 Top IC Manufacturing Equipment Suppliers in 2025  - Explore the top IC manufacturing equipment suppliers in 2025 and the market trends driving industry growth. Access TechInsights Total Equipment Market Share Database.

 Explore FRDM for Scalable Edge AI/ML Design  - Discover how FRDM boards, eIQ tools and developer resources simplify scalable edge AI and ML development.

 NUBURU’s premium-priced public offering to fund acquisition of controlling stake in Tekne  - Proceeds to extinguish $16.75m of outstanding indebtedness

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

93h: IntelTBD

69h: Texas Instrumen…TBD

 South Korea's AI Strategy: Gaps to Fill  - Given that semiconductor dominance is not eternal, the time to transform current strengths into AI industrial competitiveness is limited.

 Media Focus on Supplementary Investigations Should Broaden to Criminal Process

 Kioxia Ordered to Pay $229M in US Patent Case

 U.S. jury orders Kioxia to pay $229 million in Viasat patent case

 Apple Raises Japan Prices by 10% on Yen Weakness

 Alibaba Open-Sources SAIL, Challenging NVIDIA's CUDA

 Chey Tae-won: SK Hynix Bonus System May Need Stakeholder Review

 South Korea's $350B U.S. Investment to Start August-September

 Samsung unveils three-foldable lineup in London, raises Fold 8 prices

 South Korea's Stock Market Emerges as Global AI Investment Barometer

 Korea stock market signals global risk appetite amid AI-driven chip rally

 SK Group Chairman Considers U.S. Plant to Lower Memory Prices

 Funds flee South Korea stocks as brokers hike target price cuts

 Metal Atom Distance, Not Density, Key to Semiconductor Defects

 UNIST shows metal-atom spacing, not density, drives oxide defect behavior

 Samsung Unveils Wide-Screen Galaxy Z Fold8

 Foreign investors dump Korea stocks, shift to ETFs to hedge risk

 Samsung Slips to 8th as NVIDIA Surges

 South Korean Won Tops Major Currencies in Monthly Gains

 Chinese AI Model Kimi K3 Triggers Semiconductor Stock Plunge

 SK Hynix ADR Added to 11 Domestic Active ETFs Post-Nasdaq Listing

 Korea ETFs rush to add SK hynix ADR after Nasdaq debut

 Anthropic, Meta Negotiate $10 Billion AI Resource Lease

 Anthropic seeks $10 billion Meta compute lease as Meta eyes cloud push

 Korea parts makers court Ford, Stellantis with KOTRA, Hyundai-Kia push

 Foreign Investors Sell Stocks, Buy ETFs to Cut Risk

 Funflation Engulfs Home Entertainment as Gaming, OTT Costs Surge

 Exports and chip boom lift Korea’s per capita GDP near $40,000

 Licking My Wounds  - Market Rewind: July 13-17, 2026

 台積電工程師假 「不盯機台、改抬神轎」!嘉義先進封裝廠動土 遶境為地表最強AI晶片祈福  - 根據《財訊》雙週刊報導,7 12 清晨6點半,嘉義科學園區故宮東路旁,來自嘉義地方7座宮廟的神轎陸續集結,在鑼鼓、嗩吶聲中緩緩起駕,千里眼、順風耳神將則走在隊伍前方開道,逾百位信眾一路跟著宮廟轎班隨行,沿著嘉義科學園區1期、2期周邊道路遶境,全程約6公里,神轎所到之處,鞭炮聲此起彼落。...

 Zirconia Beads and the Hidden Bottleneck in Advanced Semiconductor Materials  - Origianal Article By SemiVision Research [Reading time: 15 mins]

 New Material Beats Copper’s Thermal Conductivity  - Meet θ-TaN, a metal that moves heat nearly 3× better than copper—and could upend chip cooling layers. The post New Material Beats Copper’s Thermal Conductivity appeared first on EE Times .

 Rapidus and Cadence Partner on Agentic AI for Advanced SoC Design  - Collaboration combines Rapidus’ AI-Agentic Design Solution with Cadence InnoStack AI Super Agent to target up to a 2X acceleration of design turnaround times. The post Rapidus and Cadence Partner on Agentic AI for Advanced SoC Design appeared first on Semiconductor Digest .

 Intel-Powered Medical Exoskeleton Helps Patients Get Back on Their Feet  - From muscle signals to movement: AI reimagines and speeds recovery.