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🌑 🇹🇼🇨🇳 AsiaPac 
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2¼h: ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?

2¾h: World Manifold-Block Thermal Assemblies - Market Analysis, Forecast, Size, Trends and Insights

4½h: Brewer Science To Acquire Heraeus Epurio Semiconductor Chemicals Business Line

4¾h: China’s chipmaking supply chain runs through Southeast Asia

5½h: Why Navitas Semiconductor Stock Soared Today

6¼h: Helium Market Size to Surpass USD 8.59 Billion by 2035 as MRI and Semiconductor Demand Accelerates | SNS Insider

6¼h: Wafer Handling Chuck Pads Market Growth Driven by Semiconductor Expansion Through 2035 - News and Statistics

6½h: ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run

6½h: World Fatty Acid Ester Surfactants - Market Analysis, Forecast, Size, Trends and Insights

6¾h: Japan targets $2.3 trillion in public-private investment by 2040, betting big on AI and chips

6¾h: World Magnetic Force Microscopes - Market Analysis, Forecast, Size, Trends and Insights

7h: Intel Taps Semiconductor Veteran Seok-Hee Lee to Lead Advanced Packaging Push as Apple Deal Fuels Foundry Ambitions

7½h: The iShares Semiconductor ETF Is Obliterating the S&P 500 in 2026, but Is It Still a Buy? The Answer Might Surprise You.

7¾h: Thailand advances plan to become ASEAN semiconductor centre

7¾h: Air Distributor Spargers Market Growth Trajectory to 2035: Mining Aftermarket and Semiconductor Applications Fuel Expansion - News and Statistics

8¼h: World Chlorine-Based Sanitizers - Market Analysis, Forecast, Size, Trends and Insights

8¾h: World Ceramic Nozzles for Injection - Market Analysis, Forecast, Size, Trends and Insights

 Techman Robot pushes lightweight cobots with built-in AI vision into Southeast Asia  - Techman Robot brought a lineup of collaborative robots and AI vision automation systems to the ME Assembly & Automation 2026 trade show in Bangkok this week, targeting manufacturers in Thailand's automotive, electronics, and food processing sectors as the region accelerates factory automation amid supply...

 Deloitte 2026 Semiconductor Industry Outlook: AI Reshapes the Semiconductor Landscape  - Deloitte’s 2026 Semiconductor Industry Outlook highlights a fundamental shift in the global semiconductor industry. While semiconductors have historically been cyclical, driven by consumer electronics demand, the industry is now increasingly powered by artificial intelligence (AI) infrastructure investments,...

 Munich District Court rules in favour of Infineon in patent infringement cases against Innoscience  - Innoscience claims current GaN power device products unaffected by ruling

 ATP Makes The Smallest 64GB eMMC Module  - ATP showed off a tiny eMMC package at Computex that didn't get enough credit. Read more ▶ The post ATP Makes The Smallest 64GB eMMC Module appeared first on Semiaccurate .

 Near Absolute Zero, This Transistor Starts Acting Like a Brain Cell  - A single transistor that behaves like a brain cell in the deep freeze could help unlock the next generation of quantum computers and space exploration systems. Researchers at the University of Hong Kong (HKU) have developed a new type of brain-inspired electronic hardware that can operate at temperatures...

 The Evolution of AI Workforce in Manufacturing  - Examines AI as a workforce in manufacturing, exploring how human–AI collaboration evolves across digital and shop-floor operations.

 IEEE Semiconductor Workshop Empowers Florida Educators with Industry Knowledge  - The IEEE TryEngineering Educator Session, hosted in partnership with the University of Florida’s Florida Semiconductor Institute (FSI), provided Florida educators with a two-day professional development experience focused on semiconductor education, engineering design, and artificial intelligence.

 US trade official takes aim at Beijing, faults Washington on industry  - William Kimmitt criticises trade distortions linked to China while faulting US leaders for allowing industrial decline

 Bioplastics, Biofuels, and Biomanufacturing - Sustainable Sectors  - Introducing sustainability goals to long standing, established industries can be difficult. However, global environmental awareness and ramped up regulations are proving to help make changes across major sectors, with the creation of bioproducts and reduced emission processes. This article covers bioplastics,...

 CEG: Capital Region Tech R&D Employment Rising  - New data from the Center for Economic Growth (CEG) confirms what we’re seeing every day across New York’s Capital Region and beyond: momentum in tech R&D is accelerating. In 2025, employment in physical, engineering, and biological research reached a record high of 7,761 jobs, underscoring the region’s...

 N-Tron switch platform focuses on industrial network uptime  - HMS Networks has launched the N-Tron NT7000 Series, an industrial Ethernet switch platform designed for applications that require high network availability, precise timing and rugged…

 訂單來得又急又快 弘塑:產能僅滿足客戶1/3需求 至2030 看不到衰退  - 半導體設備廠弘塑集團執行長張鴻泰今天表示,客戶訂單來得又急又快,產能僅能滿足客戶約1/3的需求,預期至2030 看不到會衰退,將擴充人員、場地與產能。 弘塑今天召開股東常會,股東關心先前爆發的網路駭客攻擊事件以及未來營運展望等。張鴻泰說,因應客戶訂單增加,弘塑今...

 Try Google Fi (Wireless)? The perks-for-the-price are why  - Going the MVNO route involves potential risks for cellular companies and their customers alike…but also lots of possible upsides. The post Try Google Fi (Wireless)? The perks-for-the-price are why appeared first on EDN .

 Software-defined medical devices are evolving  - As software becomes more central in medical devices it is moving towards connected, software-driven systems, writes Andreas Lifvendahl. The trace view shows the runtime behaviour of a real-time system, including task scheduling, interrupts and concurrency, making temporal dependencies visible. Pic: Percepio...

🌑 EMEA 
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 Tiny capacitor, huge demand: the AI frenzy driving MLCC prices higher  - Huaqiangbei traders are racing to secure MLCC supplies as soaring AI demand pushes prices sharply higher across the market

 AMD will reinstate memory encryption on Ryzen 9000 CPUs through a BIOS update in July — TSME is coming back after 'valuable community feedback'  - AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.

 Nordic finds dual-antenna nRF54L15 prototyping tag  - Nordic Semiconductor is launching its battery-powered, dual-antenna compact nRF54L15 prototyping tag, which is optimised for Google’s Find Hub and Apple’s Find My systems. The idea is for developers to to more quickly build proofs of concept for ultra-low-power wireless products. For example, asset...

 A non-isolated SSR solves a not-so-simple “simple” power problem  - Providing power via contact-closure circuits historically required a new third wire, but perhaps no longer. The post A non-isolated SSR solves a not-so-simple “simple” power problem appeared first on EDN .

 Evaluate PCIe®, MCU and Motor Control Designs Faster With Microchip  - Microchip's latest evaluation boards for PCIe® switching, 32-bit microcontrollers and motor control are now available. Explore what's new and start building today.

 台灣被列全球AI心臟!謝金河揭世界10大權力節點:小國未必小  - 【中時新聞網 吳美觀】 台灣在人工智慧(AI)浪潮下的國際角色持續升高。財信傳媒董事長謝金河引述學者研究指出,在全球運作的10國「權力節點」中,台灣被定位為驅動全球AI的「心臟」,他強調,世界格局已轉變為「小國未必小」,台灣在全球科技供應鏈中扮演關鍵位置,未來很快將躋身世界前20大經濟體。...

 [News] World’s Smallest Semiconductor Nanotube Achieved at 1 Nanometer  - A research team led by the The University of Tokyo has fabricated the world’s smallest semiconductor nanotube, according to a study published in the latest issue of Science. Using boron nitride (BN) nanotubes as a template, the researchers successfully synthesized single-walled molybdenum disulfid......

 業外挹注 環球晶5 獲利增近12倍  - 環球晶18 公告5 自結財報,單 合併營收48.42億元, 減3.3%,稅後純益35.03億元, 增近12倍,每股稅後純益(EPS)衝高至7.33元。 環球晶表示,本業營運維持穩定,5 獲利大幅成長主要來自持有的Siltronic AG股票價格上漲,認列金融資產評價利益所致。...

 The ISA Doesn't Matter Where It Counts  - x86's lock-in is real. It's just furthest from the GPU.

 Webinar: Caspia Shows You How to Fix Security Flaws Before It’s Too Late  - I recently posted an overview of an upcoming webinar from Caspia Technologies. That post provides background on the excellent speakers who will present and an overview of the topics they will cover. I recently had the opportunity to attend a dry run of the entire event. The details presented are quite...

 AI model extracts hidden semiconductor properties from simple transistor tests in under 1 millisecond  - A tandem neural network capable of inferring key physical parameters of semiconductor materials from simple transistor measurements has been developed, as reported by researchers from the Institute of Science, Tokyo. While ...

 Nanjing-based Casela to buy $25.4m of InP wafers from AXT’s Tongmei during 2027  - Half to be pre-paid; cancellation fee due if total purchased falls short of 80%

 Apple iPad Pro M5 Teardown Analysis  - Discover what the Apple iPad Pro M5 reveals about custom silicon, tandem OLED, system integration, suppliers, costs, and future computing trends.

 The New Software Standard for Physical AI  - Building real-time physical AI applications—such as high-performance, multimodal object tracking for autonomous systems within a constrained power envelope—is notoriously difficult. It requires coordinating specialized hardware, managing complex data flows, and optimizing every microsecond for maximum...

 大咖領跑 數位孿生串接 AI鏈研發加速  - AI晶片迭代速度加快,半導體產業研發模式正迎來重大變革,數位孿生(Digital Twin)也快速躍升為新一代研發平台。從輝達提供AI算力與Omniverse平台、新思科技(Synopsys)整合EDA與多物理模擬、台積電推進設計技術協同最佳化(DTCO),再到台廠設備業者導入虛擬開發,數位孿生正串聯晶片、封裝、設備與工廠,重塑半導體開發流程。...

 NVIDIA GB10 Superchip CPU Analysis: Inside the MediaTek CPU Die Powering DGX Spark  - TechInsights analyzes the MediaTek CPU die inside NVIDIA's GB10 Superchip, revealing its ARM architecture, die design, memory hierarchy, and AI infrastructure strategy

 Toshiba adds power MOSFETs for 24V and 48V systems  - Toshiba has expanded its portfolio of power MOSFETs with nine N-channel devices…

🌑 Americas 
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 Defense Sends Clear Signal to Canadian Semiconductor Industry  - Canada sharpens its defense and tech edge with policies to boost homegrown chip power. The post Defense Sends Clear Signal to Canadian Semiconductor Industry appeared first on EE Times .

 \uD83C\uDF6A TWiC: AMD-MEXT, 200G VCSELs, INTC \uD83D\uDE80  - Scattered thoughts across memory, optics, and business.

 Google I/O 2026: Gemini for Home Takes Center Stage  - Google I/O 2026 focused on Gemini for Home, AI-powered smart devices, and agentic AI, signaling a software-first future for the smart home market.

 Tensordyne makes a big bet on log math to beat Nvidia  - Who needs compute-hungry multiplications when you can just add logarithms

 Podcast EP351: A Detailed Overview of the Emerging Standards for 400G with Kent Lusted  - Daniel is joined by Kent Lusted, a Distinguished Architect at Synopsys and an integral part of the company’s Ethernet IP design team. He has been an active contributor and member of the IEEE 802.3 Ethernet PHY standards development leadership team for more than 15 years. Prior to Synopsys, Kent worked...

 Artificial synapse uses light-color programming for brain-like balanced learning  - The human brain actively keeps "learning" in balance by holding on to what matters and letting go of what does not. Researchers in Korea have now reproduced this ability in a semiconductor device, using the color of light ...

 Amazon’s Newest Gambit: Selling AI Chips  - The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale. The post Amazon’s Newest Gambit: Selling AI Chips appeared first on EE Times .

 Building the Infrastructure Supporting the AI Era  - Announced the modernization and expansion of our Sherman facility, supported by a proposed $50 million CHIPS Act award.

 Chip Industry Week In Review  - Apple-Intel is on, says Trump; Amkor's big win; Intel 18A-P; Amazon to sell its AI chips; Rambus' automotive RoT; Brewer's buy; VLSI Symposium tech; CHIPS Act funding; MIT sensor; RISC-V CPU fuzzing. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .

 PhotonPath and Xiver hook up for Oxyn production  - PhotonPath, the Milan photonics specialist, and Xiver, the Eindhoven MEMS foundry, are collaborating to scale production of PhotonPath’s Oxyn platform. The partnership enables the transition of Oxyn manufacturing to Xiver’s 200 mm wafer infrastructure, expanding wafer capacity, improving lead times,...

 Switching technology driving the AI boom  - Switching has become a key part of most networks, from the AI data centre down to the factory floor and now into the car. While Broadcom and Marvell dominate the…

 Breaking barriers, building careers: UF is training autistic adults for semiconductor careers  - UF’s “PATHS” program trains autistic students for semiconductor manufacturing with virtual reality and custom tools. The initiative also offers hands‑on training, resume help and one-on-one mentorships for neurodivergent students. The goal is to convert internships into full‑time roles and broaden...

 7 Key AI Hardware Keywords to Watch in 2026  - Original Article By SemiVision Research [Reading time: 17 mins]

 Ethernet-APL switch targets larger process automation deployments  - Phoenix Contact has expanded its Ethernet-APL portfolio with managed switches offering 12 ports, addressing growing demand for Ethernet connectivity at the field level in process…

 台積電先進封裝拚美國落地 攜手Amkor合作CoWoS AP1聚焦SoIC 志聖、均華等設備廠卡位商機  - AI、高效能運算(HPC)晶片需求持續升溫,半導體製造競爭已從前段晶圓製程延伸至後段先進封裝與測試。晶圓代工龍頭台積電與封測大廠Amkor宣布簽署為期十 合作協議,雙方將於美國亞利桑那州深化先進封裝與測試合作,加速建構從先進晶圓製造、先進封裝到成品測試的美國半導體供應鏈。...

 Stop Saying Half of 2026 US Datacenter Capacity Is Canceled  - Don't Believe The Vibecoded Estimates, Go Through Every Individual Filing Instead…

 Two E-Paper Engineers Keep Turning to the Wisdom of the Crowd  - After dev kit success, Modos’ cofounders offer an e-paper monitor

 US AI dominance vulnerable to China amid long-term ‘structural challenges’, scholar says  - China’s advantages in energy and industrial applications could erode America’s AI ‘moat’, according to University of Hong Kong academic


You talk like a leader. But the strongest leads. She bested you. I invoke the amtal. -Jamis