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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

26m: Silex to acquire $40m Pennsylvania semiconductor fab, entering US MEMS market

31m: Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar

34m: Compact Ball Valves Market Forecast to 2035: Growth Driven by Semiconductor and Bioprocessing Demand - News and Statistics

38m: Cantor Fitzgerald Updates Call on ON Semiconductor Corp (ON) Stock

64m: Unifying Software And Semiconductor Development

66m: Here’s Why Nvidia Might Be the New Value Play in Semiconductors

69m: Edge AI Semiconductor Market Growth Forecast to 2035: Real-Time Inference Drives Demand - News and Statistics

71m: Rigaku Opens \

92m: Alibaba Stock in Rally Mode Amid Semiconductor Rotation

99m: Why is Navitas Semiconductor stock sliding today?

2¼h: Chip worker shortage puts U.S. semiconductor boom on the brink

2¾h: Navitas Semiconductor Shares Drop After Wolfspeed Files Patent Infringement Lawsuit (NVTS)

3¼h: Intel vs. Silicon Motion: Which Semiconductor Stock is the Better Buy?

3½h: 3 Beaten Down AI Semiconductor Giants of 1H 2026 That Could Soar in 2H

3½h: Semiconductor Mold Rubber Cleaning Sheet Market Growth Driven by Advanced Packaging Demand Through 2035 - News and Statistics

4h: Purdue expands semiconductor professional education portfolio to advance global workforce development

4¼h: Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s Portfolio

4¼h: Navitas Semiconductor Responds to Patent Infringement Complaint Filed by Wolfspeed

4½h: This $200 Billion Semiconductor Giant Could Be the Next Nvidia

 MEMS Heralds an Overdue Step Change in Switching Technology  - Ditch creaky relays: MEMS switches slash heat, power draw and bulk for AI data centers and automation. The post MEMS Heralds an Overdue Step Change in Switching Technology appeared first on EE Times .

 Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak  - Anthropic’s Opportunity is Theirs to Lose…

 Stable Power for Honam Semiconductor Complex Without New Lines  - The government has predicted that stable power supply will be possible for the new semiconductor industrial complex in the Honam region without the need for separate new inter-regional power transmission

 Is Korea's Market a Squid Game?

 Samsung Electronics, SK Hynix Fall Below 270,000, 2 Million Won

 Middle East tensions and peak fears sink South Korea chip giants in after-hours

 Samsung, LG tout Korea’s AI manufacturing edge at Nano Korea 2026

 KOSPI Plummets on Semiconductor Peak-Out Fears

 Semiconductor jitters sink Korea stocks as sell-sidecars halt trading

 Korea pledges stable power for Honam chip hub with renewables and nuclear

 CXMT Omitted HBM Investments in IPO Filing, Weakening Chinese HBM Offensive

 Democratic Party Committee to Process Mega Special Zone Act in December

 Samsung Chairman Expands Foundry Ties at Sun Valley Conference

 Korea lawmakers push mega special zone bill to boost semiconductor cluster

 Samsung SDS Employees Reject 20% Stock-Based Performance Bonus

 Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief

 China moves to curb foreign access to advanced AI models amid tech rivalry

 Kim Min-seok challenges Kim Ou-joon as Jung Chung-rae stages rival forum in Korea

 Korean Economy Rises on Semiconductors, Faces Inflation Risks

 KFTC refers NXP, ADI for distributor restrictions

 KDI: Economy Shows Moderate Improvement Amid War Uncertainties

 KDI says Korea economy strengthens on chip boom but inflation risks loom

 Korea FTC probes NXP and ADI over distributor limits and price fixing

 China Weighs Restrictions on Overseas AI Model Access

 KOSPI Plummets 4.93% as Samsung Electronics Drops 6.25%

 Kim Min-seok Addresses Allegations on Pro-Government Show, Jung Chung-rae Hosts Semiconductor Forum

 ASD-Eurospace releases 30th edition of ‘facts and figures’ report  - ASD-Eurospace, the trade association for the European space industry, has released the 30th edition of its annual ‘facts and figures’ space industry report. Covering 2025, the headline figures include 68,000 people being employed in the European space industry, a 2% increase on the year before. And...

 Wolfspeed files patent infringement lawsuit in US against Navitas  - Accused product lines include GaNFast, GaNSlim and GaNSafe families and GeneSiC MOSFETs and SiCPAK modules.

 Protected: Welcome Terry Back to Our Stakeholder Advisory Board  - There is no excerpt because this is a protected post.

 Insight: Advanced Packaging For 2.5D and 3D Integration - Technology Survey  - The world’s leading foundries have all developed comprehensive advanced packaging products. These offerings are now a critical part of attracting and retaining customers, as competitive designs across broad market segments rely on packaging technology. Many outsourced assembly and test suppliers are...

 A New Way To See Life’s Hidden Chemistry: $10 Spectrometer Could Turn Wearables Into Personal Health Labs  - Researchers have developed a compact, low-cost convolutional spectrometer that delivers lab-grade precision for applications ranging from industrial quality control to non-invasive health monitoring. Imagine checking your blood glucose, detecting dehydration, or verifying the quality of food with a sensor...

 Kyber Midplane Design, Making NVL72x2 Work, and All Roads Lead to CPO  - An engineering-first read of the supposed Kyber delay, why NVL72x2 was the \\

 US ITC’s final determination on Infineon vs Innoscience upheld after review  - Innoscience’s patent-infringing GaN products banned from USA

 Besi leads hybrid-bonding race, with twenty players chasing  - Everyone is piling into hybrid bonding, the holy grail for stacking chips. Twenty different platforms are now in development worldwide. Yet, Besi remains confident about its lead.

 Brain-Inspired Light Sensor Could Speed AI image Processing  - A pixel that both senses light and remembers what it sensed might reduce data movement

 6 MLCC Questions Everyone Is Asking — SemiVision Explains  - Original Article By SemiVision Research [Reading time: 13 mins]

 David Potter  - David Potter, founder of Psion, has died at the age of 82. Born in South Africa, Potter won a scholarship toTrinity Cambridge, Cambridge and was awarded his doctorate by Imperial College, London. He lectured in the USA and UK, while successfully investing on the stock market, then set up Psion to participate...

 半導體風雲/記憶體狂飆將告終?產業多空有5大觀察點  - AI浪潮帶動記憶體價格狂飆,近期卻遭遇兩大不利事件空襲:一是具記憶體主導權的南韓三星和SK海力士啟動高達800兆韓元(約5180億美元)的半導體投資計畫,兩大記憶體龍頭將新建四座晶圓廠,並大幅擴充HBM(高頻寬記憶體)封裝基地,希望5...

 聯詠、義隆 6 營收報喜  - IC設計6 營收陸續出爐,聯詠單 營收再度站上百億大關,義隆亦繳 增成績。法人指出,近期成熟製程供需趨緊,加上晶圓代工、封測成本壓力墊高,部分IC設計業者已陸續與客戶協商報價,推估聯詠6 營收 增近2成,除出貨回升外,也可能與部分產品價格調整效益開始發酵有關。...

 Madlad builds homebrew GPU using 8,192 RISC-V chips  - The next version will have 32,000 MCUs

 IBM quantum fusion materials study targets tritium  - IBM, Oak Ridge National Laboratory and Cleveland Clinic have…

 The Accidental Infrastructure: How Crypto Miners Built the Foundation of the AI Boom  - Most crypto forty-niners died broke in a warehouse full of their computing rigs. Former Ethereum miner CoreWeave took its gold to Wall Street. On June 22, 2026, it joined the Nasdaq-100 — fifteen months after its IPO, nine years after its founders assembled their first GPU rig in a New Jersey office....

 Flawed chip reliability tests may misjudge insulators' lifetimes, new method suggests  - Microelectronics is currently undergoing major changes: The industry is working on promising new materials and chip architectures. But this also means that novel electronic materials must be tested carefully to ensure that ...

 Firefly, Astrobotic, Intuitive win NASA lunar lander contracts  - Nasa has awarded lunar lander contracts contracts totalling almost $600 million to three companies: Firefly, Astrobotic and Intuitive Machines. Specifically, Astrobotic is awarded $297.9 million total for two deliveries. And Firefly Aerospace is awarded $144.2 million and Intuitive Machines $148.3 million...

 Gluing 8192 MCUs Together to Make a GPU  - What do you get when you take 8,192 CH570 MCUs, put them on custom PCBs, and write firmware for this interconnected gaggle of cores? In the case of [bitluni]’s project, …read more

 [News] Samsung, SK hynix Reportedly Look Beyond Chinese Tool and Component Suppliers Amid Supply Chain Risks  - South Korea's leading chipmakers have begun reshaping their semiconductor materials, components, and equipment (MCE) supply chains to reduce dependence on China. According to ETNews, sources say Samsung Electronics and SK hynix are evaluating alternatives to equipment from Chinese-owned Mattson Tech......

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 Unifying Software And Semiconductor Development  - Redefining IP lifecycle management by uniting silicon and software to deliver traceability, automation, and AI-ready design flows. The post Unifying Software And Semiconductor Development appeared first on Semiconductor Engineering .

 Netherlands presses China talks on Nexperia and ASML trade frictions  - The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology...

 Microsoft starts swapping OpenAI and Anthropic models for its own in apps

 TSMC earnings call could signal how long the AI boom can keep lifting its outlook

 AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

 France-Taiwan tech ties move from talks to factory floor

 AI memory boom turns price hikes into antitrust flashpoint across supply chain

 Samsung's Jae-yong Lee heads to Sun Valley Conference for likely AI talks

 Taiwan and South Korea to deepen startup investment ties

 HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems

 Novatek beats second-quarter revenue guidance on strong customer stockpiling

 ELAN revenue hit the top of forecast as notebook and AI products gained traction

 Asia VC leaders call for deeper cross-border tech investment at inaugural regional summit

 Grab's Uber-affiliated director steps down from board with foodpanda Taiwan acquisition in process

 AI servers squeeze MOSFET supply while PC slump tests power component pricing power

 Meta enters AI visual race as ByteDance's Seedance reportedly reaches 90% gross margins

 Weblink International posts record quarterly revenue on AI demand and enterprise upgrades

 Inspur forecasts sharp first-half profit growth

 Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

 CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

 Samsung's HBM4 comeback hinges on one chip-level advantage

 Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

 Wistron chair: AI demand remains strong as sovereign AI broadens global market

 National Center for Instrumentation Research helps academia break 2D materials bottleneck

 Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

 Onsemi sells two fabs to cut costs and sharpen power chip focus

 PGC 2Q26 revenue hits record as advanced-node orders stay strong

 As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools

 China eyes AI model curbs as tech rivalry moves beyond chips

 Ennoconn hits record June revenue as AI and smart factory orders keep climbing

 China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance

 Enterprise SSD shortage lifts DDR4 8Gb 3Q26 contract prices

 ADATA revenue tops 2025 full-year total as memory supercycle gains pace

 Chinese equipment maker wins first large-format PLP lithography order for AI packaging equipment

 Msscorps posts record 2Q revenue on AI and chip testing demand

 ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

 ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand

 ZillTek posts steady revenue growth on PC, auto and hearing aid demand

 Beijing's rumored AI model debate signals new era of technology controls

 China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

 LG Electronics posts higher 2Q26 revenue and operating profit

 Understanding all costs involved in analog ASIC development  - The costs of designing and producing an analog ASIC can be grouped into three parts: human capital, software tools, and prototype fabrication. The post Understanding all costs involved in analog ASIC development appeared first on EDN .

 In the age of AI, Hong Kong’s strategy as a ‘superconnector’ is progressing  - At SCMP’s China Conference, Chief Executive John Lee and panellists made clear the city’s potential as an innovation centre, building on its traditional strengths

 Memory intervention warning from SEMI to White House  - SEMI has warned senior US officials that direct memory intervention could make the current supply crunch worse, as AI infrastructure…

 The Dawn of Agentic AI Super-Agents  - On the one hand, I think I’m taking the incredible advances we’re currently seeing in Electronic Design Automation (EDA) tools in my stride, striving to maintain a dignified persona as the latest and greatest marvels unfold before my eyes. On the other hand, I sometimes find it hard to restrain myself...

 Making noise with a BANG, part 1: Concept and hardware  - This noise generator has an adjustable bandwidth and a consistent amplitude no matter what bandwidth is selected. The post Making noise with a BANG, part 1: Concept and hardware appeared first on EDN .

 Demonstrating the EasyAI ECO Suite – An AI-Powered Functional ECO Solution at DAC 2026  - Easy-Logic , a leading provider of high-performance Engineering Change Order (ECO) solutions in Electronic Design Automation (EDA), will showcase its latest innovation — the EasyAI ECO Suite — at DAC in Los Angeles, July 27–29, 2026. This intelligent ECO solution integrates AI engines into the entire...

 [News] Intel Reportedly Raises CPU Prices; Flagship Xeon Up US$1,495, Select Desktop Chips +US$30–50  - Intel has raised prices for a range of its CPUs. According to Tom’s Hardware, the company confirmed on the 3rd that it had increased prices for selected consumer and server processors. An Intel spokesperson said the pricing adjustments reflect current market conditions, including rising supply cha......

 Narrative: Connected TV Devices Q1 2026 - World Cup Fever Boosts Connected TV Device Shipments  - The FIFA World Cup is providing a seasonal boost in demand for smart TVs, but the more durable story is the cost pressure building beneath the surface. AI-driven memory inflation is forcing OEMs to rethink pricing, specifications, margins, and product roadmaps as datacenter demand redirects supply toward...

 Global Semiconductor Sales Increase 9.2% Month-to-Month in May  - An increase of 9.2% compared to the April 2026 total of $110.5 billion and 104.1% more than the May 2025 total of $59.1 billion. The post Global Semiconductor Sales Increase 9.2% Month-to-Month in May appeared first on Semiconductor Digest .

 MIPS on the RISC-V Shift: ‘Physical AI Is Agentic AI at the Edge’  - MIPS bets RISC-V and ARC AI will power physical AI in cars and factory robots. Watch the interview and learn more. The post MIPS on the RISC-V Shift: ‘Physical AI Is Agentic AI at the Edge’ appeared first on EE Times .

 Alibaba wins reprieve on US lobbying after Pentagon blacklisted companies  - Ruling gives Chinese firm temporary relief in closely watched legal battle that could decide whether Pentagon blacklist is legitimate

 Noviotech Campus sees another director go  - Hans Schoonen has stepped down as general director of the Noviotech Campus in Nijmegen.

 Micron and Ford Sign Strategic Agreement to Strengthen Long-Term Memory Supply and Industry Resilience  - Supply continuity supports Ford with high-performance memory and storage solutions for consumers around the world BOISE, Idaho, July 06, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen

 Voice Is Key to Physical AI; Development Methods Need to Catch Up  - Voice AI can’t survive on clean-room tests; real-world acoustics break it. See why physics-based benchmarks must lead the next leap. The post Voice Is Key to Physical AI; Development Methods Need to Catch Up appeared first on EE Times .

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

 IP Lifecycle Management in the AI Era  - Large design enterprises have multiple concurrent activities around IP of various types: software/firmware, blocks defined in RTL or HLS, verification IPs of multiple different types, physical implementations, scripts/files for timing, power management, etc., etc. Each of these continues to evolve and...

 Dutch defense embraces Intelic’s software-first drone interoperability approach  - The Dutch Ministry of Defense has signed a three-year strategic partnership worth more than 30 million euros with Intelic to develop the software foundation for the future unmanned systems ecosystem.

 Small transistor sharpens low-cost thermal cameras without extreme cooling  - With help from a small transistor, a team of researchers led by Professor Fengnian Xia figured out a way to make a type of thermal imaging technology dramatically more accurate. The results are published in Nature Sensors.

 Stacking Chips Sideways Gives AI More Memory  - Solving a tricky 3D integration problem could boost bandwidth and keep chips cooler

 ESP32 Keeps Tabs on Your Local Airspace  - We know, we know. Despite being called ESP32-Plane-Radar, this project from [Mateusz Juszczyk] isn’t actually using radar. But thanks to the round LCD this desktop gadget does a fantastic job …read more

 From Validation Engineer to Senior Principal: Trupti’s 20-Year Journey of Growth and Impact  - Career growth isn’t linear—it’s built through curiosity, adaptability, and stepping into the unknown.Trupti’s 20-year journey at Intel showcases how embracing new challenges and leading through change...

 Can Agentic AI Solve the Embedded Software Problem?  - Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin. The post Can Agentic AI Solve the Embedded Software Problem? appeared first on EE Times .

 High Bandwidth Flash: The Full Report  - Why HBF for inference decode fits, what it does to the DRAM and NAND markets, a worked cost model, who moves first, and risks

 This week’s outside five sigma (#106)  - Lucidean CohZero InP silicon photonics

 Democratic Party and MOTIE push mega special zone law in South Korea  - The special law on mega special zones is a bill to support the government’s “three major megaprojects,” including the Honam semiconductor initiative.

 Mixed New York Open on Semiconductor Sell-Off

 Semiconductor sell-off drives mixed Wall Street open amid Hormuz attack jitters

 Samsung Electronics grants 344.5b-won treasury shares to non-chip staff in Korea

 Blue House pursues special law to launch future response fund in South Korea

 Ministry to Discuss Large Enterprise Profit Sharing

 Samsung's Lee Targets AI Cooperation at Sun Valley Conference

 Lee Jae-yong courts big tech at Sun Valley to boost Samsung AI chip deals

 Kim Changsoo Whiskey Unveils Andong Distillery, Boosts Production Tenfold

 Government to Discuss Redistribution of Corporate Excess Profits

 Morgan Stanley Advises Reducing Semiconductor Stock Positions as Earnings Peak Passes

 Morgan Stanley shifts stance, urges trimming chips and favoring hyperscalers

 Samsung's Record Profit as KOSPI Plummets

 Blue House Proposes Future Response Fund via Special Law

 Chip rebound drives Korea corporate cash surplus as households pile into stocks

 Deputy Prime Minister Koo Proposes Tax Cuts for Local Workers Over Seoul

 Koo Yun-cheol backs bigger regional income tax cuts, balances property levies

 KOSPI Plummets 8% as Circuit Breaker Triggers Trading Halt

 Apple and Broadcom Extend Custom Semiconductor Contract Until 2031

 Kospi plunges 8%, triggers sixth circuit breaker in South Korea this year

 Apple extends Broadcom chip pact through 2031, calming investors

 Corporate Free Funds Surge to Record 20.8 Trillion Won

 Morgan Stanley Advises Reducing Semiconductor Exposure, Favoring Hyperscalers

 Korea strategists project volatile KOSPI as earnings drive second-half gains

 Overseas IBs Lift South Korea's Growth Forecast to 3%

 ADR listing boosts SK hynix valuation prospects, Daishin lifts target

 Samsung Electronics Sets Q2 Record with 89.4 Trillion Won Profit

 Samsung Posts Record 89.4 Trillion Won Profit, Surpassing NVIDIA and Apple

 South Korea's 'Casino' Market: Foreign Investors Flee

 Samsung Electronics Stock Drops 7.5% on Earnings Miss

 KOSPI Could Reach 12,600 on Earnings, Experts Say

 SK Hynix Makes Largest Foreign Nasdaq Listing

 Q-Tech targets rad-hardened MCXOs at Space applications  - Q-Tech is expanding its QT2020/QT2021 series of microcomputer compensated crystal oscillators (MCXOs). The new MCXOs are designed to withstand radiation levels of 50kRad(Si) TID, highlights the company. The oscillator specialist says the devices offer a minimum single-event latch-up (SEL) of 29MeV-cm2/mg....

 World working together ‘as one ecosystem’ on RISC-V chip research: executive  - Alibaba vice-president Qi Xiaoning says global tech firms continue to build a unified, open-standard ecosystem amid rising geopolitical barriers

 Microsoft flips Windows Backup to on by default unless you're in the EU  - Everyone else must opt out manually if they don't fancy settings data shipped off-device

 Silex establishes U.S. manufacturing capacity – acquires semiconductor fab in Pennsylvania  - Silex Microsystems has entered into a definitive agreement to acquire a 200 mm integrated circuit fab in Pennsylvania, USA, from…

 Automotive Ethernet connector supports 25Gbps for software-defined vehicles  - Modern vehicle architectures are placing increasing demands on in-vehicle networking as advanced driver assistance systems (ADAS), centralised…

 [News] Chinese Firms Reportedly Raise Domestic AI Chip Budget Share from 30% to 46% Amid Shift from NVIDIA  - Chinese companies are increasingly shifting away from NVIDIA's advanced AI accelerators in favor of domestic alternatives. According to Bloomberg, executives surveyed expect domestic products to account for 46% of their AI accelerator budgets over the next 12 months, up from 30% currently. Meanwh...

 Samsung’s profits jump 19x in a year and you don’t need AI to figure out why  - Share price down sharply, apparently amid fears the bubble is getting bigger

 Fulltech's Thailand plant targets AI and satellite demand  - Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion (approx. US$96.8 million) in total investment and that production capacity has already been fully booked by customers. The...

 Taiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab

 Analog IC supply squeeze intensifies, ADI extends lead times

 Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

 Micron, Ford sign long-term memory supply agreement

 TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

 Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor

 Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

 AI server demand tightens power device supply as lead times stretch to 270 days

 Adlink posts record 2Q revenue on rising edge AI demand

 US grid strain from AI power demand extends order boom for Taiwan equipment makers

 Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

 Unimicron prices US$1.355 billion overseas depositary receipt offering

 AI lifts high-voltage prices as bubble fears return

 SK data center bet sets sights on intelligence exports

 Texas emerges as frontrunner for Taiwan firms racing to pick an overseas science park

 Sercomm posts record second-quarter revenue as AI boosts broadband demand

 Lenovo confirms YMTC SSDs in notebooks sold outside China

 Chicony Electronics reports June revenue gain as AI PC demand builds

 Sysgration says drone and IPC sales will drive 2H26 growth

 Taiwan pushes care robots as eldercare shortages expose legal gaps

 Officials warn of transshipment risks as strategic tech reaches Russia

 Microsoft cuts 4,800 jobs and resets Xbox as AI-era economics reshape its priorities

 Samsung Electronics second-quarter operating profit surges on AI memory boom

 Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters  - Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt N…

 EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback  - In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index funds might be driving market valuations ahead of actual fundamentals. The hosts also unpack the rumors surrounding Meta reportedly...

 Executive Interview with Chris Morrison, VP Product Marketing at Agile Analog  - Chris Morrison is VP Product Marketing at Agile Analog, the customizable analog IP company. He has over 18 years’ experience of developing strong relationships with key partners across the semiconductor industry and delivering innovative analog, digital, power management and audio products, working...

 AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce  - TrendForce's latest MLCC industry research indicates that accelerating AI server platform upgrades and the continued volume growth of custom ASICs developed by CSPs have significantly boosted demand for high-end MLCCs.

 TP-Link’s Tapo T300 sensor detects water and other liquid-leak dangers  - Unintended fluids dripping from above? Accumulating from below? The T300 alerts you to them all. Threaded contacts suggest other uses, too. The post TP-Link’s Tapo T300 sensor detects water and other liquid-leak dangers appeared first on EDN .