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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

66m: Navitas Semiconductor Has Dropped 58% From Its Peak: Does the GaN Revolution Justify Buying the Dip?

76m: Taiwan Semiconductor Manufacturing: Record Profits Chart the Future of AI (NYSE: TSM)

1¾h: Engineers shrink powerful terahertz systems onto a single semiconductor chip

2h: 3 Mutual Funds to Grab as AI Optimism Drives Semiconductor Sales

2h: It's 'do or die' time for semiconductor stocks as AI debate intensifies (SMH:NASDAQ)

2¼h: China Semiconductor ETF: Are Investors Overlooking A Key Component in The Global AI Supply Chain?

2½h: TSMC Stock Falls After Earnings. Taiwan Semi Ramps Up U.S. Investment Amid Intel Threat.

2½h: Oregon lands $15M federal semiconductor grant

3h: Bosch wins $225m CHIPS funding as California semiconductor cleanroom moves into sample production

3h: Taiwan Semiconductor Earnings: Lifting Fair Value Estimate After a Beat-and-Raise Quarter

3h: Is ON Semiconductor (ON) Fully Priced After Its 151% Run?

3h: Taiwan Semiconductors $40 Billion Q2 Shows It Is Only Just Getting Started

3h: Tower Semiconductor (TSEM) Stock Could Be Overvalued As AI Chip Expansion Grows

3h: State launches program to help train employees in semiconductor industry

4¾h: Taiwan Semiconductor boosts investment in Arizona fabs as chip boom continues

5h: Tower Semiconductor (TSEM) Could Be 20% Undervalued On Japan Expansion Plans

5h: US Open: Blood on Wall Street as Semiconductor Sector Extends Correction

5h: Capex Concerns Drag Taiwan Semiconductor Stock to 6th-Straight Loss

5¼h: Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors

5¼h: TSMC invests additional $100 billion in Arizona facilities

5¼h: Taiwan Semiconductor Earnings: Raising Fair Value Estimate After a Beat-and-Raise Quarter

5¼h: Semiconductor Selloff: Are Chips Cheap Enough To Buy Now? - Intel (NASDAQ:INTC), Invesco QQQ Trust, Serie

5¼h: 157,000 workers short: The overlooked crisis threatening America’s chip boom

5¼h: Taiwan Semiconductor sees bullish views from analysts after 'strong' Q2

5¼h: How Taiwan and South Korea Safeguard Semiconductor Supply Chains Amid US-Iranian Tensions

5½h: AI Chip Demand Puts MaxLinear Stock and Two Semiconductor Peers on the Radar

5¾h: Unlocking Atomic Layer Advantages in GaN and SiC Power Device Fabrication

6h: Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Improved Long-Term Gross Margin Guidance Signals Confidence

6h: Metallic Coated Optics Market Demand to Accelerate by 2035 on Semiconductor and Photonics Expansion

6½h: Zirconium Sulphate Market Forecast Points Higher Toward 2035 on Semiconductor and Optics Demand

7h: Tower Semiconductor (TSEM) Is Up 15.8% After $3 Billion Japan AI Chip Capacity Expansion Plan - What's Changed

7¼h: Taiwan Semiconductor Manufacturing Co Ltd reports results for the quarter ended June 30 - Earnings Summary

7¼h: Oregon Tech Students Participate in Semiconductor Training Camp at Analog Devices

7¼h: Trump Administration Secures an Additional $100 Billion U.S. Semiconductor Manufacturing Investment for a Total of $265 Billion from TSMC

7¼h: Taiwan Semiconductor’s Profit Grows 77%

7½h: Semiconductor Cvd Equipment Market Growth Outlook to 2035 Amid Rising Chip Complexity - News and Statistics

7½h: Why Is Taiwan Semiconductor Stock Falling Thursday? - Taiwan Semiconductor (NYSE:TSM)

7¾h: Valens Semiconductor (VLN) director sells 3,750 shares for taxes

8¼h: MicroVision Launches Semiconductor Business | Business | Jul 2026

8¼h: Linden Rose Investment LLC Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8¾h: Taiwan Semiconductor Tops Q2 Targets On Leading-Edge Chip Demand

4¼h: Forrester Global Sovereignty Forecast: Despite Rising Geopolitical Tensions, Technology Sovereignty Will Advance Slowly Through 2030

6h: Chemtrade Logistics Income Fund to Announce Second Quarter 2026 Results on August 12, 2026

6h: Wipro Announces Results for the Quarter Ended June 30, 2026

6¼h: XFUNDS Launches DRMY ETF to Combine AI Memory Exposure that Seeks Weekly Income

6¼h: Onto Innovation to Report Second Quarter 2026 Financial Results on August 6, 2026

6¾h: Clean Harbors Appoints Robert Willett Chairman of the Board

7¼h: Butterfly Network to Report Second Quarter 2026 Financial Results on July 30, 2026

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

14h: LG Chem Enters Semiconductor Stripper Market with Mass Supply to Amkor

18h: Jabil Opens Next-Generation Intelligent Logistics Hub in Penang

21h: Cadence Introduces AuraStack AI Super Agent, the World’s First Agentic AI Platform for PCB and Advanced Packaging

22h: Diodes Incorporated to Announce Second Quarter 2026 Financial Results on August 5, 2026

22h: Power Integrations to Announce Second-Quarter Financial Results on August 5th, 2026

23h: Element Solutions Inc Announces Date for 2026 Second Quarter Earnings Release

24h: Presidio Investors تعلن عن بيع ElevATE Semiconductor إلى Diodes Incorporated

24h: Presidio Investors anuncia venda da ElevATE Semiconductor à Diodes Incorporated

24h: Presidio Investors anuncia la venta de ElevATE Semiconductor a Diodes Incorporated

24h: Presidio Investors gibt den Verkauf von ElevATE Semiconductor an Diodes Incorporated bekannt

 First-principles Study of Structural and Electronic Properties of Mn-doped Cu2NiXY4 (X=Sn, Ge, Si; Y=S, Se) Chalcogenide Semiconductors  - In this work, the effect of partial substitution of Mn by Ni on the structural and electronic properties of kesterite systems Cu2NiXY4 (X = Sn, Ge, Si; Y = S, Se) was studied using density functional theory (DFT). The mBJ+U method was used to characterize the bandgap more accurately. To the best of our...

 Bosch gains $225m US CHIPS funding for $2bn transformation of Roseville fab for SiC production  - Sample production begun, prior to first commercial chips on 200mm wafers this year

 TSMC Q2 revenue up 34% YoY; plans another $100bn investment in Arizona  - TSMC today announced Q2 revenue of $40.20 billion, which increased 33.7% YoY and increased 12.0% from Q1 for a profit of $22 billion which was up 77% YoY and up 23.4% YoY. Gross margin for the quarter was 67.7%, operating margin was 60.3%, and net profit margin was 55.6% The company announced it would...

 What does South Korea’s Kospi chaos mean for China’s markets?  - China has taken deleveraging actions amid wake-up call from South Korean market volatility

 Global Smartphone Replacement Rate / Cycle Forecast by 88 Countries: 2008-2031  - Global smartphone replacement rate fell sharply to 20.8% in 2026, down from 22.7% in 2025, as memory (DRAM/NAND) price inflation pushed up the cost of mid- and low-tier devices, with tariffs adding a second layer of pressure. We expect the rate to continue to fall through 2027-2028 before recovery begins...

 [News] ASML Reportedly Seeks Higher Tool Prices as TSMC Pushes Back; Mature DUV Tools Could See 10% Hike  - Ahead of TSMC's earnings call later today, its key equipment supplier ASML raised its 2026 guidance for the second time this year, reinforcing confidence in the foundry leader. However, the Dutch lithography company is also seeking higher prices for its chipmaking equipment, a move TSMC is said to b......

 Vector Photonics developing packaging to speed adoption of PCSELs  - Accelerated Manufacturing for PCSEL Packaging Solutions project targets scalable, thermally efficient and resource-effective packaging

 Perforce Enabling Innovation Without Introducing Risk at DAC 2026  - Perforce delivers a DevOps Tech Stack for teams building and running high-stakes software systems and revenue-critical applications, where failure is not an option. As a trusted partner helping organizations govern software delivery for AI, Perforce solutions enforce guardrails across code quality, infrastructure,...

 Micron Announces Participation in Investor Event  - BOISE, Idaho, July 15, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the KeyBanc Capital Markets Technology Leadership Forum in Deer Valley, Utah, on Monday, August 10, at 8:00 a.m.

 Aehr receives over $8m in SiC wafer-level burn-in orders as global EV programs accelerate  - Expanded production orders from lead SiC customer, and growing engagement with leading automotive suppliers highlight strengthening SiC market

 Arteris at DAC 2026 Connecting Innovation for Silicon Success  - The semiconductor industry has entered a new era as AI workloads, chiplets, heterogeneous computing, software-defined vehicles, and intelligent edge devices are transforming how chips are designed.

 Spain Semiconductor Industry Convenes to Forge Domestic Alliances  - AESEMI holds the first semiconductor MatchMaking day in Spain to forge new alliances and consolidate the ecosystem. The post Spain Semiconductor Industry Convenes to Forge Domestic Alliances appeared first on EE Times .

 The Big Five-Oh-Oh!  - My first column on EEJournal, The Artificial Intelligence Apocalypse (Part 1) , was posted on September 19, 2019. That’s almost seven years ago as I pen these words. Things are moving so fast these days that I find it hard to wrap my brain around how much the technology landscape …

 Mitsubishi Electric Acquires HVAC Sales, Installation and Maintenance Companies of APAC and COMPAC Groups in Netherlands  - Expanding installation and maintenance strengths in Europe’s data center cooling systems market

 Smartphone Shipments Sink 11 Percent Worldwide  - Apple takes 20 percent of global market, Samsung retains top spot as mid-range sellers hit by record contraction

 Global Semiconductor Equipment Sales Forecast to Reach a Record $229 Billion in 2028, SEMI Reports  - Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of $165.9 billion in 2026, increasing 23.2% year-on-year, SEMI announced today. The post Global Semiconductor Equipment Sales Forecast to Reach a Record $229 Billion...

 Smartphone market falls 4% year-on-year in Q2, driven by memory shortage  - Apple and Samsung grow shipments and market share, while mass-market suppliers shrink

 DAC 2026 Mach42: A new generation of physics-driven AI models for analog circuit verification  - Mach42 spun out of the Department of Physics at the University of Oxford in 2019 with a mission to establish software tools capable of drastically accelerating expensive physics simulations while supporting complex computational workflows. The prototype tools were successfully applied in the emulation...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

 Synthesis of the Elusive Bulk Iodide Double-Perovskite Semiconductor , Cs2AgBiI6: Microcrystals and Photoconductive Films  - Three-dimensional (3D) iodide double-perovskite (elpasolite) semiconductors have attracted interest as potential lead-free metal-halide absorber layers for solar applications. Although studied extensively by computational methods, they have remained largely inaccessible synthetically, consistent with...

 Micron Strengthens Automotive Ecosystem Supply Through Strategic Customer Agreements  - Collaboration helps support the growing memory and storage demands of connected, smart vehicles BOISE, Idaho, July 16, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) has completed Strategic Customer Agreements (SCAs) with key Tier 1 suppliers and ecosystem partners supporting the

 AI Changes the Conversation: The Network-on-Chip Strikes Back  - I bet you woke up this morning saying something like, “I wonder what the latest and greatest interconnect technologies are for System-on-Chip (SoC) devices and multi-die system (MDS) solutions.” Well, this is your lucky day because I’m about to reveal all. You’ve doubtless heard the popular saying,...

 ASML Raises Its 2026 Outlook: AI’s Next Bottleneck Is No Longer GPUs—It Is EUV Capacity  - Original Article By SemiVision Research [Reading time: 10 mins]

 Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity  - Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States.

 TYLsemi De-Risks Chiplets With New Business Model  - Startup TYLsemi wants to address the gap between ASIC houses and design services, taking on the risk of developing large chiplet-based chips for AI infrastructure customers. The post TYLsemi De-Risks Chiplets With New Business Model appeared first on EE Times .

 Pinch Puts an Arduino On a USB-C Connector  - Compared to the Arduino Uno of old, modern microcontrollers are absolutely tiny — especially for the amount of processing power and I/O you get. But if you need something really small, …read more

 The Next Trillion-Dollar Chip Company  - It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.

 RDIMM chipset boosts server memory bandwidth  - The Rambus DDR5 9600 server RDIMM chipset supports DDR5 RDIMMs operating at up to 9600 MT/s in CPU-based server platforms. The post RDIMM chipset boosts server memory bandwidth appeared first on EDN .

 Inflation Cooling, Something Is Brewing  - Market Midweek: July 13-15, 2026

 EU accuses China of seeking to reshape global order in stark new strategy paper  - China trying to ‘reshape the global order in line with their interests’, says EU in some of bloc’s strongest official criticism of Beijing

 Global Semiconductor Market Eyes $1 Trillion Milestone  - -based Semiconductor Industry Association (SIA) forecasts that global semiconductor sales will surpass $1 trillion (approximately 1,520 trillion Korean won) for the first time in 2026.

 This week’s outside five sigma (#107)  - All-optical networking history and MEMS switches

 Painlessly convert Hz to 4-20mA current loop  - The iconic LM2917 tackles frequency-to-current conversion with (very) few externals. The post Painlessly convert Hz to 4-20mA current loop appeared first on EDN .

 Electronic Design Industry Rides Chip Wave, APAC Leads Q1 2026 Growth  - Chip design tools are cashing in: Q1 EDA revenue hit $5.7B as APAC surged 17.7% and hyperscalers went DIY. The post Electronic Design Industry Rides Chip Wave, APAC Leads Q1 2026 Growth appeared first on EE Times .

 AI In Chip Design: Lots Of Promise, Plenty Of Unanswered Questions  - Where AI will be successful, who will benefit, and how that will affect the design process? The post AI In Chip Design: Lots Of Promise, Plenty Of Unanswered Questions appeared first on Semiconductor Engineering .

 HPE Discover Las Vegas 2026: Networking Becomes the Strategy  - See the important insights following coverage by Six Five Media, featuring analysts from Futurum Group and Moor Insights & Strategy.

 AI ignites 'ignored sector' for Japan chipmaker Kioxia  - Robotic transporters carrying silicon wafers whizz by on overhead rails at a new factory that Kioxia, one of Japan's most valuable companies, hopes can help it meet overwhelming AI-driven demand.

 Cambridge Tech Week lines up speakers for deep tech event  - Cambridge Tech Week is finalising the roster of speakers for its 2026 programme, from the worlds of AI, security and finance. They range across founders, investors, academics, corporates and policymakers. For example, speakers lined up include Alice Delahunty, President, Electricity Transmission at National...

 [News] AR Boom Attracts New Entrants From Apparel, Home Appliances and Audio Industries  - On June 30, South Korea's apparel maker WONPUNG announced that it had signed a strategic memorandum of understanding (MoU) with Silicon Valley-based Sundiode to collaborate on next-generation hybrid bonding technologies for Micro LED displays. Headquartered in Silicon Valley, Sundiode has develop...

 The Chip Insider®– Apple’s Chip Strategy Shift  - Inside G. Dan Hutcheson’s latest analysis, Apple’s $30B Broadcom deal reveals more than a supply chain strategy, highlighting the growing geopolitical importance of semiconductors and their role as a critical AI-era resource.

 Making noise with a BANG, part 2: Software, integration and operating results  - If you periodically need to see the frequency response of a circuit, this easy, inexpensive project can help you out. The post Making noise with a BANG, part 2: Software, integration and operating results appeared first on EDN .

 IQE secures $14m production order with strategic global technology customer for AI and data-center markets  - Ongoing development supports next-generation datacoms technologies

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-42h: Foxconn Technol…TBD

-18h: Taiwan Semicond…TBD

 WAVE-P: Hardware Acceleration for the APV Professional Video Codec  - Professional video workflows demand a difficult combination of image quality, editing responsiveness, high throughput, and manageable silicon cost. Chips&Media’s WAVE-P addresses that combination as a dedicated hardware IP core for the Advanced Professional Video, or APV, codec. Designed for professional...

 3M and Microsoft partner on AI data center optics and enterprise AI  - 3M and Microsoft have announced a strategic partnership that combines AI infrastructure with enterprise digital transformation, with Microsoft…

 Technical Report: ASR Microelectronics ASR1903 5G RedCap RF Transceiver Floorplan Analysis  - The ASR Microelectronics ASR1903 is a highly integrated 5G RedCap (Reduced Capability) cellular baseband SoC designed for industrial IoT and other bandwidth-efficient 5G applications. Compliant with the 3GPP Release 17 standard, it supports 5G NR Standalone (SA) and LTE Cat.4 dual-mode operation across...

 TSMC is Now the Biggest Driver of AI, Not the Brake  - [Opinion] More capex, more fabs, faster revenue growth, larger US footprint. It's clear that Chip Kong is ready to push AI growth further ahead

 USB-C’s lingering incompatibilities and other complexities, part 1: Direct-connect complications  - USB-C will be 22 years old next month, from a published-specification standpoint. Yet it’s still rife with implementation imperfections. Why? The post USB-C’s lingering incompatibilities and other complexities, part 1: Direct-connect complications appeared first on EDN .

 台積電法說》AI需求有多強?魏哲家「這句話」說了三次  - 台積電(2330)16 召開法說會,繳出第二季營收、每股獲利(EPS)雙創歷史新高的亮眼成績單。針對市場高度關注的AI發展動能,台積電董事長魏哲家會中三度強調AI需求「越來越強」,並宣布大幅上修2026 資本支出至600億~640億美元,加碼千億美元投資美國。...

 Groups urge EU interim measures against Broadcom amid VMware antitrust case  - A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by...

 Apple lawsuit targets OpenAI's AI hardware ambitions

 TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

 CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

 Beyond AI: Resilient consumer demand widens semiconductor supply crunch

 As Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore

 TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

 TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

 Apple Intelligence edges closer to China with Alibaba Qwen integration

 TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

 DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

 AI chips are running hotter — and Niching is betting its future on keeping them cool

 Taiwan OSATs expand non-China capacity with US and SEA push

 TSMC says 2nm has four times as many tape-outs as 3nm at the same stage

 Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

 C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers

 AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

 CXMT outspends all peers on R&D as a share of revenue, IPO filing shows

 LG Electronics ramps up actuator hiring as AXIUM production starts early

 India trims chip subsidies but widens their reach as it courts electronics supply chain away from China

 Foxconn advances decarbonization, targeting RE50 for Taiwan production base by 2030

 Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains

 TPV Technology expects first-half loss as costs rise and global competition intensifies

 Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

 Samsung's Honam semiconductor investment faces union pushback as 80% oppose project

 Taiwan power device makers gain from automotive inventory buildup and order shifting

 China's top seller of AI compute has emerged without owning the GPUs

 Anthropic eyes autumn IPO to beat OpenAI and DeepSeek to public markets

 Foxconn deepens humanoid robotics bet with US$9 million stake in Agility-linked SPAC

 CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

 ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

 Samsung, SK hynix race to make Gwangju memory hub operational within four years

 Thunder Tiger splits drone unit into specialized entities for anti-drone systems, engines

 Samsung may scale back foldable storage upgrades as memory costs rise

 Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand

 BluGlass secures A$1.4 million Phase II contract from Uviquity  - Highlights BluGlass and Uviquity have entered Phase II under their existing Joint Development Agreement The A$1.4 million (US$1 million) Phase…

 India Adds Pieces to Strengthen Its Electronics Supply Chain Puzzle  - India races to own more of its electronics value chain, from OSATs to PCBs, but imported materials still hold the leash. The post India Adds Pieces to Strengthen Its Electronics Supply Chain Puzzle appeared first on EE Times .

 台積法說今登場 外資高喊EPS季季高 壓線加碼目標價  - 晶圓代工龍頭台積電法說登場,美銀證券壓線出擊,也將台積電推測合理股價升至3,100元,摩根大通證券重申,台積電上季毛利率有望超越財測上緣、未來幾季也維持高水準。外資一致看好台積電單季每股稅後純益(EPS)逐季走高,炒熱法說前最終押寶熱度。...

 Qualcomm’s 2026 Investor Day Has Hidden Goodies  - Qualcomm's 2026 investor Day had a lot of goodies, and a lot of questionable claims. Read more ▶ The post Qualcomm’s 2026 Investor Day Has Hidden Goodies appeared first on Semiaccurate .

 Lasers for CPO/NPO: Part 1 \u2013 The InP DFB Laser  - How an InP DFB laser works, and the four physical walls that make high power hard.

 Large-area OLED Shipments to Increase 18.8% YoY in 2026 Despite Economic Uncertainty and Component Price Hike  - Large-area OLED shipments are forecast to increase by 18.8% year-over-year (YoY), reaching 38.8 million in 2026, according to Omdia’s Large-area display market tracker. The post Large-area OLED Shipments to Increase 18.8% YoY in 2026 Despite Economic Uncertainty and Component Price Hike appeared first...

 The Carbon Calculus of Chiplets: When Modularity Meets Environmental Impact  - Explore whether chiplet-based architectures are improving semiconductor sustainability through yield-complexity tradeoffs, featuring a case study on the Apple M5 Pro architecture.

 Was I wrong about Etched?  - Or did they just fake it until they made it?

 India approves $13 billion semiconductor plan  - India approved a new semiconductor program Wednesday, offering more than $13 billion in financial assistance to accelerate local chip production as it seeks to become a global electronics powerhouse.

 Massive Stock, Full-Chain Service — Your Global Semiconductor Partner  - Discover how New Ideas Industrial can stabilize your semiconductor supply chain for AI, storage, and UAV applications. The post Massive Stock, Full-Chain Service — Your Global Semiconductor Partner appeared first on EE Times .

 Why a Thunderbolt™ 5 Device Might Make Sense for Your Thunderbolt™ 4 PC  - In today's Thunderbolt™ 4 and Thunderbolt™ 5 ecosystem, the better question isn't "What port do I have?" but "What do I want this accessory to do?"

 [News] ASML Raises 2026 Guidance for Second Time This Year; Taiwan Sales Share Climbs to 30%  - Ahead of TSMC’s earnings call tomorrow, Dutch lithography giant ASML has reinforced optimism over the AI-driven semiconductor upcycle by raising its 2026 outlook for the second time this year, as highlighted by CNBC. The company now expects annual sales of €43 billion ($49 billion) to €45 b...

 EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors  - In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools prompted the move, while speculating if companies like MediaTek might follow suit. The hosts also explore the fierce competition among...

 DAC 2026: Certus Semiconductor Brings Two New I/O Libraries to GlobalFoundries 12nm  - Certus Semiconductor, a trusted leader in custom I/O and ESD solutions, will exhibit at Booth 839 during DAC 2026 , July 27–29 in Long Beach. This year, Certus is announcing two new developments in GlobalFoundries 12LP and 12LP+ Processes: one I/O library built for commercial SoC and ASIC design teams,...

 IQE gets £14m order  - IQE, the leadingsupplier of compound semiconductor wafer products and advanced material solutions, has secured a multi-year production order valued at $14 million from a strategic global technology customer. The order, which is to be manufactured at IQE’s Newport foundry, supports applications serving...