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 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑

↺5½d Infineon Techno…0.0%

28m: OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

29m: Performance Comparison: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry -

35m: Wigner polarons probe the dynamics of a Wigner crystal in a monolayer semiconductor

47m: Globe Valves - Straight Way Market Growth Driven by Semiconductor Fab Expansion Through 2035

52m: Tartaric Acid Retarders Market Semiconductor Purity Demand Drives 5.2% CAGR to 2035 - News and Statistics

57m: High-Strength Patching Mortars Market to Reach 170 Index by 2035 on Semiconductor Fab Boom

67m: Industrial Oxygen Analyzers Market Growth Driven by Semiconductor Demand Through 2035 - News and Statistics

77m: Why \

80m: Chengdu Semiconductor Material IPO Launched – Market Capitalization Exceeds 50 Billion Yuan

81m: Five Reputable Electronic-grade Chemicals Manufacturers in China 2026: Advancing Semiconductor Manufacturing

99m: Elon Musk’s Terafab Construction Plan: A Semiconductor Factory Bigger Than The World’s Largest Building

2h: E. Ohman J or Asset Management AB Grows Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

2¼h: Focus Financial Network Inc. Has $4.21 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

2½h: Surfactant Blend for Hydrocarbon Market Growth Driven by Electronics Manufacturing to 2035 - News and Statistics

3h: From Silicon To Systems: Redefining Competitive Advantage, Part 1

3h: From Hype To Implementation: Building The Core Pillars For AI In Semiconductors

3h: Parts Washing Compounds Market Growth Driven by Semiconductor Miniaturization Through 2035 - News and Statistics

3¼h: MEC Company Raises 2026 Earnings Outlook on Strong AI-Driven Semiconductor Demand

3¼h: KOSPI rises slightly on strong semiconductor exports

3¾h: Surfactant Blends for Foam Control Market Semiconductor Output Drives 4.9% CAGR to 2035 - News and Statistics

4¼h: Sichuan Brothers Build 50-Billion-Yuan Semiconductor IPO with Stock Price Surge of 655%

4¼h: Semiconductor Fuses Ultrafast Market Growth Forecast to 2035

4½h: ON Semiconductor (ON) Returns To Profitability, Is It A Bargain?

4½h: Has the semiconductor market changed since spring?

4½h: Discovered Materials Raises $9 Mn For AI-Led Semiconductor Material Discovery

4¾h: Lattice Semiconductor’s Q2 Earnings Call: Our Top 5 Analyst Questions

4¾h: Samsung taps US campuses in race for chip expertise

5½h: GCT Semiconductor Holding Inc (GCTS) (Q2 2026) Earnings Call Highlights: 5G Chipset Shipments ...

5¾h: Terafab: Elon Musk’s Massive Texas Chip Factory Could Redefine Semiconductor Manufacturing

6½h: Inline Detonation Arrestors Market Semiconductor Expansion to Drive 5-7% CAGR Through 2035 - News and Statistics

7¼h: Semiconductor Surge Lifts Top 10 Exporters' Trade Concentration to 55.3%

7¼h: GCT Semiconductor Q2 Earnings Call Highlights

7½h: Elmos Semiconductor SE (ELTTF) (Q2 2026) Earnings Call Highlights: Strong H1 Growth and Raised ...

7¾h: Hydroxyl-Phosphonate Inhibitors Market Semiconductor Fab Expansion to Drive 5.7% CAGR Through 2035

8h: South Korea launches $3.5 billion fund to develop semiconductor chip supply chain

8h: Precipitator Collection Tubes Market Growth to 2035 Driven by Semiconductor Expansion - News and Statistics

8½h: Valley nonprofit prepares women for semiconductor industry

8½h: Trusval posts record profit on semiconductor fab and memory project demand

8¾h: Semiconductor Exports Drive Record August Trade

 Brokerages slash Samsung, SK hynix price targets  - Brokerages slash Samsung, SK hynix price targets Brokerages began lowering their price targets in late July due to concerns that the commodity chip market had peaked and China's push to produce semiconductor lithography equipment domestically. 8/11/2026 - 03:23 AM News Team

 台積電先進封裝再進擊! 何軍:CoWoS 2029 邁向14倍光罩尺寸  - AI算力需求推動先進封裝高速升級。台積電(2330)先進封裝技術暨服務副總經理何軍11 表示,台積電CoWoS已進入5.5倍光罩尺寸高量產,多項AI客戶產品良率超過98%、部分甚至達99%;隨公司維持每 推出新一代封裝技術的節奏,預計2029...

 蘋果硬體出貨因DRAM短缺下修!台積電真囤10億美元2奈米晶片?郭明錤揭真相  - 市場近 傳出,因DRAM供應吃緊,台積電積壓了價值約10億美元的蘋果2nm處理器半成品,對此,天風國際證券分析師郭明錤指出,蘋果今 硬體出貨確實因記憶體短缺而下修,但蘋果會依可取得的記憶體數量,至少提前約3個 規畫台積電的處理器投片,而非大量提前生產晶圓、再等待記憶體到位封裝。...

 [News] Microsoft Eyes Maia 300 Launch in Sep., Reportedly Seeks 300K TSMC Capacity as Google, AWS Race Ahead  - As Google reportedly targets an aggressive 12–15 million TPUs by 2028, Microsoft is also stepping up its in-house AI chip push, with TSMC poised to benefit. Reuters, citing The Information, reports that Microsoft could unveil its next-generation Maia 300 as early as September and is in talks with ......

 Silicon Photonics Qualification and Reliability Requirements  - (Rezaie) -- co-packaged optics, chiplets, assemblies, heterogeneous integration, service life, JEDEC ...

 Europe Needs Government Support For Data Processing  - The need for Government support in Europe for automatic data processing was stressed by Mr. B. A. Maynard, of Cooper Brothers, when he spoke on Monday about the DEEC report […] The post Europe Needs Government Support For Data Processing appeared first on Electronics Weekly .

 DAC 2026 Wrap-Up: AI-Powered Engineering Moves from Vision to Workflow Reality  - Explore Cadence IP Every year, Design Automation Conference (DAC) brings big announcements, packed demos, and deep technical conversations—and this year at DAC 2026, the inflection point was AI moving from point-task assistance to workflow-level autonomy. Across a week of high-energy …

 Why AI Adoption in Materials R&D Depends More on People Than Technology  - The technology works. The organization has to catch up. The post Why AI Adoption in Materials R&D Depends More on People Than Technology appeared first on EE Times .

 Why OpenAI is paying robotics engineers up to $325k  - As AI moves from screens to robots, demand is surging for engineers who can connect sensors, actuators and foundation models.

 Electrical Failure Analysis (EFA) of Integrated Circuits  - When an integrated circuit fails, one of the first questions is: How is the device failing electrically? A chip may exhibit excessive leakage current, a short circuit, an open connection, abnormal supply current, a parametric shift or a complete functional failure. Before engineers physically cut into...

 Intel Gamer Days 2026 Kicking Off with AAA Gaming Bundle & Partnerships  - Intel partnering with Fuse Games. & Crystal Dynamics on STAR WARS: Galactic Racer™ and Tomb Raider: Legacy of Atlantis for Intel platforms, including XeSS 3 support at launch

 Musk hints at free-electron laser EUV source tech for Terafab  - Terafab, the joint chipmaking venture by SpaceX and Tesla, may adopt free-electron lasers (FELs) to produce EUV light rather than the laser-produced plasma sources currently employed by ASML.

 The Formation of AI Chaebols  - Cloudnomics is Evolving from From Circular Deals to Chaebols

 Dissecting third-party camera batteries, part 2: Swelling  - It’s not uncommon for a midsection to become distended with advancing age. But when it happens to a battery, it can be quite problematic. The post Dissecting third-party camera batteries, part 2: Swelling appeared first on EDN .

 Windsurfing, Whales, and Unspoiled Nature: Kirill Umrikhin on Drone Photography  - Photographer and Sandisk Ambassador Kirill Umrikhin explores his relationship to nature, the role o...

 TSMC July revenue up 44.7% YoY  - TSMC’s revenue for July 2026 was approximately $14.5 billion, an increase of 5.6% from June 2026 and an increase of 44.7 percent from July 2025. Revenue for January through July […] The post TSMC July revenue up 44.7% YoY appeared first on Electronics Weekly .

 Multiplexed OCT Captures Corneal Biomechanical Events as They Unfold  - In a step toward more accurate assessment of corneal biomechanics, an international research team developed an OCT system that measures dynamic corneal deformation at one central and eight peripheral points in the cornea simultaneously, following a multi-spot air-puff stimulus. The new system could allow...

 EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness  - n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a mixed reaction to a quarter that demonstrated solid, reliable execution and surprisingly...

 SOITEC - Should you buy?  - A global investor aspiring to declutter the investments and stock markets like a local

 Korea urged to tighten risky ETF rules  - Korea urged to tighten risky ETF rules After a sharp Kospi sell-off tied to single-stock leveraged exchange-traded funds (ETF), Korea needs stronger disclosures, tougher safeguards and faster regulatory action. 8/9/2026 - 11:01 AM Opinion Desk

 🌔 🇺🇸 Americas 
🇨🇦 ---  🌔 +

↺5½d Western Digital7.1% beat 🟢

↺5½d Everspin Techno…150% beat 🟢

↺4½d Microchip Techn…3.4% beat 🟢

↺5¾d Globalfoundries3.1% beat 🟢

 Get the Gadget Master newsletter!  - Ensure you receive the latest and greatest Gadget Master posts, hot and fresh, straight into your inbox! The post Get the Gadget Master newsletter! appeared first on Electronics Weekly .

 Megaproject management  - Megaproject management President Lee Jae Myung told officials to cut red tape and speed up investment in AI and semiconductor megaprojects during a Blue House progress review. 8/10/2026 - 06:18 AM

 Inference 2.0: How enterprise AI is reshaping AI system architectures  - Enterprise AI is turning inference from a model-level computation into a context-aware workflow. System architects must now reconsider what AI performance really means. The post Inference 2.0: How enterprise AI is reshaping AI system architectures appeared first on EDN .

 Siemens EDA AI Agents Autonomously Design Semiconductors  - EDA is software that designs semiconductor circuits and verifies errors and performance.

 Siemens touts AI agents that speed chip design as Korea demand surges

 Samsung Electronics Surge Drives KOSPI Above 6,340 Level

 Samsung gains lift South Korea stocks as chip surge defends KOSPI 6,340

 NVIDIA Partners With Wall Street Firms to Launch $500 Billion AI Funding Network

 South Korea fast-tracks Honam chip cluster, targets first fab in 2029

 Intel Embarks on First Large-Scale Rights Offering to Fund AI Semiconductor Expansion

 Intel launches $15b share sale to fund AI and foundry expansion

 Qualcomm's Snapdragon 8 Elite 5th Gen Expands Galaxy AI Ecosystem

 Qualcomm unifies Galaxy AI across phones, watches, and eyewear with Snapdragon

 Korea labor council urges social dialogue on operating-profit bonus plan

 Korea targets 2029 for first-phase Honam chip fab, accelerates cluster launch

 Intel's $15 Billion Rights Offering Funds AI

 President Lee Jae Myung Urges Administrative Guidelines for Yellow Envelop Act

 Lee orders MOEL to define strike scope under yellow envelope law via guidelines

 South Korea's Export Concentration Hits 55.3% Record

 Top 10 Export Companies' Trade Concentration Hits 55.3%

 Semiconductor boom drives record South Korea export surge and top-firm dominance

 ESLC Chief Pushes Profit-Based Bonus Talks via Social Dialogue

 South Korea's Exports Surge 45% Led by Semiconductor Boom

 KOSPI, KOSDAQ Fall on U.S.-Iran Negotiation Stalemate

 US-Iran stalemate and chip slump drag South Korea stocks lower

 South Korea Exports Hit Record High Driven by Semiconductor Surge

 Semiconductor boom drives South Korea’s early‑August exports to record

 Mobilint Applies Domestic AI Semiconductors to Highway CCTV

 Apple, Automotive, Medical Firms Urge U.S. Action on AI Memory Shortage

 Singer Soyou Buys New Home With Samsung, SK Hynix Stock Gains

 SK Hynix Named Top AI Memory Stock as US Outlet Praises, Korean Shares Fall

 Corporate MMF Race Heats Up as Korean Conglomerates Build Cash Piles

 Samsung, SK hiring drains Korea fabless talent and strains chip ecosystem

 Daishin Securities Advises 50-50 Split in Samsung, SK Hynix

 U.S.-Iran Talks Uncertainty Weighs on New York Stocks, Oil Surges 5%

 Samsung, SK Hynix Hiring Drains Fabless Talent

 Low Dividends Stall Korean Semiconductor Stocks Amid Market Volatility

 Meager dividends fuel Korea market churn and volatility

 Google's Gemini delay puts pressure on its AI leadership  - Google's repeated delays to Gemini 3.5 Pro are sharpening scrutiny of its AI strategy, as the company works to keep pace with OpenAI and Anthropic. In response, Google has elevated Koray Kavukcuoglu to oversee DeepMind operations, AI research, and the Gemini team, signaling a shift toward execution as...

 Amkor Is Said to Explore Stake Sale in $1.5 Billion China Unit  - Amkor Technology Inc., a provider of outsourced semiconductor assembly and testing services, is considering options including selling a stake in its China business, according to people with knowledge of the matter.

 半導體風雲/今 出貨5台?揭陸產DUV光刻機神祕製造商  - 7 27 ,美國《Information》率先獨家報導,一家國資背景的上海公司,「整合了」其他公司,今 將出貨5台DUV,明 可望出貨20台。次 路透跟進披露了這家公司的名稱,是一家2023 8 才成立、註冊資本額僅70億元人民幣的新創公司,反而引起更多疑問,不解一家新創僅3...

 Chinese national pleads guilty to trying to export US military equipment to China  - Chen Dingwei, 29, pleaded guilty to attempting to illegally procure US military-grade satellite modems and radios for export to China

 NVIDIA Brings Agentic AI Toolkit to EDA  - NVIDIA’s expansion of the NVIDIA Agent Toolkit with PhysicsNeMo and CUDA-X libraries marks a shift from general-purpose AI assistants toward autonomous engineering systems. Instead of limiting agents to document retrieval, code generation, or workflow automation, the expanded toolkit lets developers...

 How AI Is Reshaping Semiconductor Design and the Emerging Questions Around Human Inventorship  - IP attorney Stephen Kudla argues that's changing fast: new "agentic" AI systems can now interpret a design specification, generate RTL, build verification environments, and iterate through fixes with minimal human involvement between steps. The post How AI Is Reshaping Semiconductor Design and the Emerging...

 Graphene-powered soft lens could pave the way for smarter glasses, cameras and medical devices  - The ability to change focus instantly is something most people take for granted. Every day, our eyes effortlessly switch between reading a book, recognizing a face across the room or watching a bird fly overhead. Replicating ...

 The Hardest Computing Problem Ever, According to Arm's Physical AI Chief  - Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital side's compute.

 Six Five Pod Ep. 314: TerraFab, Memory's Comeback, and the Custom Silicon Debate  - Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for “The Flip” over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode...

 Lane Electronics distributing Cinch-Fibreco JCON series beam adapters  - The newly released Cinch-Fibreco JCON series, the JCON Junior Bulkhead Expanded Beam Adapter, is now available from Lane Electronics. The design of the adaptor is to simplify panel-mount fibre-optic connectivity […] The post Lane Electronics distributing Cinch-Fibreco JCON series beam adapters appeared...

 DAC 2026: How Undo Makes AI for Chip Design Work Better  - DAC was abuzz this year with new AI-fueled approaches to chip design and debug. New tools powered by deeply trained models opened substantial possibilities to deliver higher quality designs much faster, potentially with less resources. Every new technology has its risks. For AI-driven chip design some...

 Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX  - Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, high t…

 Aixtron’s revenue almost doubles in Q2/2026, driven by opto boom  - Q2 orders up 81% year-on-year, as opto rises to 75% share

 TSMC Sales Rise 45% as Demand for AI Hardware Stays Strong  - Taiwan Semiconductor Manufacturing Co. reported a 45% rise in its monthly sales, a sign of sustained demand for AI hardware in the face of market volatility.

 How Data Center AI Can Keep Growing, Despite Supply Chain Bottlenecks  - Efficiency is key for the next two to five years. But what happens when supply eventually catches up? The post How Data Center AI Can Keep Growing, Despite Supply Chain Bottlenecks appeared first on Semiconductor Engineering .

 Sony, TSMC to invest $6.3bn in advanced image sensor plant in Kumamoto  - Japanese and Taiwanese duo targets 2029 production with new joint venture

 CEO Interview with David Reeder from Entegris  - David Reeder became president and CEO of Entegris in 2025, with more than 20 years of semiconductor expertise across IDMs, fabless, foundry, systems, and component companies. Most recently, Dave served as Chief Financial Officer at Chewy where he successfully oversaw all financial functions. Prior to...

 FMS 2026 Signals the Next AI Memory War: Tiered Memory, zHBM, and Advanced Packaging  - Original Article By SemiVision Research [Reading time: 16 mins]

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

↺5½d Foxconn Technol…-33% miss 🔴

 삼성전자, 1나노부터 고개구율 EUV 기술 적용  - 삼성전자가 이르면 오는 2030년께 상용화될 1나노미터(nm) 공정부터 노광 기술 혁신에 나선다. 차세대 극자외선(EUV) 기술인 '고개구율(High-NA) EUV'를 1나노에...

 Nanya set to become ASML’s newest EUV customer  - Taiwanese memory maker Nanya Technology is preparing to join the group of chipmakers using EUV lithography, giving ASML another customer for its flagship exposure systems.

 Exports by 10 top firms jumps in Q2 to claim 55.3% of all outbound shipments  - Exports by 10 top firms jumps in Q2 to claim 55.3% of all outbound shipments The increase was driven by orders for technology products, including chips, as total exports soared 57.3 percent on year. 8/11/2026 - 02:04 AM

 [News] TSMC’s 5.5-Reticle CoWoS Reportedly Tops 99% Yield; Flags Memory, ABF as AI Bottlenecks  - Amid surging demand for advanced packaging, TSMC Vice President of Advanced Packaging Technology and Services Jun He highlighted the company’s latest CoWoS advances at the 2026 OCP APAC Summit today. According to TechNews and the Economic Daily News, TSMC’s 5.5-reticle-size CoWoS is now in volum......

 FCC drone ban proposal targets LiDAR and thermal drones  - The US Federal Communications Commission (FCC) is considering extending its restrictions on foreign-made uncrewed aircraft systems to previously authorised drones…

 AI Materials Discovery Startup Emerges  - Discovered Materials is building AI agents capable of discovering new materials for chips

 LX Semicon Begins Supplying Automotive MCUs to Hyundai Motor and Kia  - LX Semicon has begun supplying automotive semiconductors to Hyundai Motor and Kia, marking the first major achievement from a new business initiative launched four years ago to diversify beyond display driver ICs (DDIs).The company said on Aug. 10 that it has been supplying its automotive microcontr

 Chip price increases are set to keep spreading into the second half of 2026  - Global chip buyers from device makers to cloud companies are likely to face higher semiconductor costs for longer as supply-chain price increases continue to spread into the second half of 2026. The pressure could mean pricier electronics, tighter margins, and more frequent contract renegotiations across...

 Failure Analysis HW Enables System-Level Debug For 3D ICs (Google, TU Delft)  - Researchers from Google and Delft University of Technology published a technical paper titled “Innovative FA Hardware Solution to Enable System-Level Debug of 3D ICs.” Abstract Excerpt: “This paper presents a novel Failure Analysis (FA) hardware and sample preparation solution that enables System-Level...

 Baillie Gifford’s McPadden Backs TSMC, SK Hynix Over China Chips  - Baillie Gifford & Co.’s Paulina McPadden said companies like Taiwan Semiconductor Manufacturing Co. and SK Hynix Inc. hold near-monopoly positions in advanced chip manufacturing that China will struggle to match, even as Beijing mobilizes its stock and bond market to fund its AI ambitions.

 TSMC July revenue rises 44.7% to record NT$467.58bn  - TSMC July revenue rose 44.7% year on year to a record NT$467.58 billion, extending the foundry’s rapid growth as demand…

 Technical Report: Telink TL3228BE BT 6.0/Zigbee/Thread Multi-Standard Wireless SoC Floorplan Analysis  - The Telink TL3228BE is a highly integrated multi-protocol wireless SoC featuring dual 32-bit RISC-V processor cores and support for Bluetooth® LE, Zigbee, Thread, Matter, RF4CE, and proprietary 2.4 GHz wireless protocols. The device integrates embedded memory, an RF transceiver, and a rich set of peripherals...

 Exclusive: AI Server Growth Rebounds After Months of Weakness, CASCI Data Shows  - [CASCI] Passive parts & server assembly hot as shortages of non-memory components start to bite

 Can AI Command Earth-to-Orbit Operations?  - The aerospace and defense sector is facing a confluence of geopolitical instability, rapid technological advances, evolving security requirements, and complex global supply chains. The post Can AI Command Earth-to-Orbit Operations? appeared first on EE Times .

 Intel Announces Proposed $15 Billion Common Stock Offering  - Proceeds intended to support general corporate purposes, including capital expenditures and working capital.

 Future-Proof Communications for the Water Industry  - Panasonic Industry and INSYS icom Present Joint Solution for 2G Migration

 London still dominates Britain's datacenter map, but the regions are powering up  - The capital holds two-thirds of capacity, while multimegawatt projects gather beyond the M25

 SK hynix workers move to merge three unions into one over bonus fight  - SK hynix workers move to merge three unions into one over bonus fight More than 4,000 SK hynix employees are organizing a single independent union after management reopened a profit-sharing deal that had united office and production workers in protest. 8/10/2026 - 02:34 AM News Team

 Beyond Chips: Washington Expands Semiconductor Security to Polysilicon  - Original Article By SemiVision Research [Reading time: 10 mins]

 Korea urged to tighten risky ETF rules (KOR)  - Korea urged to tighten risky ETF rules (KOR) After a sharp Kospi sell-off tied to single-stock leveraged exchange-traded funds (ETF), Korea needs stronger disclosures, tougher safeguards and faster regulatory action. 8/9/2026 - 08:28 PM Opinion Desk

 Scientists Catch a Hidden Electronic State Forming Almost Instantly  - Researchers observed a hidden state triggered by light forming within 30 femtoseconds. A pulse of light sent a metal-organic framework into a hidden electronic state in just 30 femtoseconds. By watching the transformation almost as it happened, researchers uncovered a fleeting intermediate stage that...

 SK hynix weighs stake sale in China packaging plant: report  - SK hynix weighs stake sale in China packaging plant: report The chipmaker is reviewing options including a partial sale of its Chongqing packaging plant, though it says no decision has been made. 8/8/2026 - 11:54 PM News Team