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 ☀️ EMEA 🇨🇭🇫🇷🇮🇱
🇩🇪  ---  🌑

↺88m Ams

27h Infineon Techno…

↺6¾d NXP Semiconduct…

↺10h Tower Semicondu…

↺5d X Fab Silicon F…-450% miss 🔴

4¾h: ON Semiconductor Q2 2026 earnings beat on AI data center growth

5h: Alif Semiconductor Licenses Arm Keil MDK to Accelerate Edge AI Development on Ensemble and Balletto Devices

5h: EXPLAINER – Global chip, tech stocks swing sharply amid AI boom and valuation concerns

5h: ON Semi rises after Q2 as analysts highlight AI data center demand

5h: Tower Semiconductor Q2 Adjusted Earnings, Revenue Rise

5h: TOWER SEMICONDUCTOR ($TSEM) Releases Q2 2026 Earnings

5¼h: Tower Semiconductor beats estimates, guides Q3 revenue above views

5½h: Earnings Flash (TSEM) Tower Semiconductor Posts Q2 Revenue $460.1M, vs. FactSet Est of $ 454.7M

5¾h: Qnity Stock Jumps. The World Needs More Semiconductors.

5¾h: Tower Semiconductor (TSEM) Q2 2026 Earnings

6h: Tower Semiconductor’s AI Demand Story Is Turning Into A Forecast Beat

6h: GaN: No knockouts in the patents war

6h: Silanna unifies semiconductor and UV businesses under single brand

6¼h: Earnings call transcript: Elmos Semiconductor posts strong H1 2026 growth

6½h: It looks like 'Big Short' investor Michael Burry nailed his bet against AI chip stocks

6½h: RDA Financial Network Has $6.62 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6¾h: ON Semiconductor (ON) Stock May Be 8% Overvalued Despite Earnings Nearing

6¾h: Professor Ching Ping Wong Explores Advanced Semiconductor and Photonic Packaging for AI at CityUHK

7h: Inquiry Into Micron Technology's Competitor Dynamics In Semiconductors & Semiconductor Equipment Indu

7h: Stifel Adjusts Price Target on ON Semiconductor to $90 From $107, Maintains Hold Rating

7h: Wells Fargo Adjusts Price Target on ON Semiconductor to $110 From $130, Maintains Overweight Rating

7¼h: Stanley Druckenmiller Holds Taiwan Semiconductor After Its Q2 Beat, Betting Chip Demand From Nvidia and AMD Keeps Growing

8h: On Semiconductor Shares Jump Pre-Bell Following Q2 Beat

8h: China's chip output jumps nearly 350% in a decade as semiconductor supply chain expands

8¼h: Bangladesh’s semiconductor ambition requires a design-first strategy

8¼h: Why is ON Semiconductor stock surging today?

8½h: Silanna to Accelerate Future Technology Advances with Unification of Semiconductor and UV Businesses

8½h: ON Semiconductor Prioritizes Data Centers Ahead Of Cars - ON Semiconductor (NASDAQ:ON)

8½h: ams OSRAM beats Q2 guidance, advances AR microLEDs

9h: AI and semiconductors consume air cargo capacity out of Southeast Asia

9h: ASIP breaks ground on $260 million OSAT facility in India

 Technical Report: Micron Y62E D1γ 16 Gb DDR5 Process Flow Analysis  - The Micron Y62E D1γ 16 Gb DDR5 DRAM process flow analysis covers the full fabrication sequence from front-end-of-line (FEOL) through back-end-of-line (BEOL). The analysis is based on reverse engineering, including structural and materials characterization supported by scanning electron microscopy (SEM)...

 US-Saudi nuclear doubt, Boko Haram’s AI terrorism: 7 global relations reads  - From US arms promises to EU sanctions and USMCA troubles, here are highlights from the SCMP’s overseas correspondents in July 2026

 Nokia acquires further U.S. optical manufacturing capacity  - Nokia continues to expand its long-term optical component manufacturing plans. Nokia remains on track with its new San Jose Fab…

 Thales Advances on Planned Purchase of Exail  - Thales and Exail Technologies signed a tender offer agreement last week, following Thales’ announcement last month that it intended to purchase the Paris-based photonics company in full, after acquiring a 35.51% stake. Once the purchase of that stake is finalized, Thales will file the offer, which sets...

 SK hynix, SanDisk unveil first HBF standard for AI storage  - SK hynix, SanDisk unveil first HBF standard for AI storage The first high bandwidth flash specification aims to ease AI memory bottlenecks by combining HBM-level speed with NAND-based storage capacity. 8/4/2026 - 03:48 AM News Team

 SK Hynix, Sandisk release first HBF specs with up to 512GB and 3TB/s bandwidth  - SK Hynix and Sandisk released the first standard specifications for High Bandwidth Flash (HBF) on August 4, defining a NAND-based memory technology with a capacity of up to 512GB and bandwidth of up to 3TB/s.

 IonQ and EPB launch quantum communications center  - IonQ and Chattanooga utility and communications provider EPB are establishing the Tennessee Quantum Communications Research Center, a new laboratory…

 India rumored to move to extend electronics tax breaks to 2041, widening pitch against China  - India is reportedly proposing to extend key tax exemptions for foreign electronics manufacturers until 2041, a move that hands Apple a lobbying win and deepens a widening set of incentives designed to pull global hardware production away from China.

 2027 memory capacity reportedly sold out as buyers quietly lock in supply

 Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy

 Interview: Topco Scientific expands to Fukuoka signaling chip regionalization

 White House finalizes voluntary AI testing framework, keeps details under wraps

 Key material shortages prompt suppliers to prioritize three customer groups

 MediaTek sees SerDes 448G as copper's final battleground

 Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

 Taiwan-Japan semiconductor ties go beyond supply chain partnerships

 Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains

 CXMT listing fuels concerns over DRAM prices and global memory competition

 Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

 Sandisk and SK Hynix release HBF spec to advance AI memory standard

 Delta's move into HVDC signals a shift in AI data-center power

 Micron, MediaTek back ChipAgents as agentic AI startup extends series A to US$134 million

 Roborock beats Samsung, LG to win over 70% of South Korea's robot vacuum market

 Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

 Reliability gaps keep just 5% of firms scaling AI agents, Chunghwa Telecom says

 Montage brings CXL 3.2 memory expansion to AI data centres with Samsung, SK Hynix support

 YMTC rejects patent-loss claims in global 3D NAND clash with Micron

 Advantech bets on Physical AI as WEDA accelerates edge AI commercialization

 Dual-Mode Exciton Coupling in Epitaxially Registered Organic-Inorganic 2D Heterocrystals  - Two-dimensional (2D) heterocrystals comprising molecules and semiconductors can serve as an ideal platform for studying interfacial excitons and for future optoelectronic applications, yet the energy and charge flow across these atomically sharp interfaces remain unclear. In this work, we investigated...

 Corgi On Pace to Launch 500 ETFs In First Year  - Bloomberg's Isabelle Lee joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." Corgi is on pace to launch roughly 500 ETFs within its first year, more than BlackRock accumulated over many years. It already ranks among the largest US issuers by product count and says its eventual goal is 1,000 funds...

 Pusan National University Reports an Adaptive Organic Transistor for Wearable Electronics  - This reconfigurable device combines logic, memory, and a visible color readout without requiring complex circuitry. The post Pusan National University Reports an Adaptive Organic Transistor for Wearable Electronics appeared first on Semiconductor Digest .

 Turning molecules into reliable electronic devices  - A new fabrication platform integrates molecules into electronic devices, opening the door to emerging computing technologies.

 EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch  - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI infrastructure. They analyze softness in mobile demand alongside severe supply chain...

 Open Models, the Memory Tax, and a 24-Hour Market Whiplash: Episode 313  - Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel. The hosts...

 Meta-Optics Developer Strikes Partnership to Add Automated Test Capabilities  - MetaOptics Ltd. and Elsoft Research Berhad established a strategic partnership to co-develop and mass-produce the next generation of 12-in. large format precision, high-speed metalens laser writers and leading-edge automatic testers that could sort meatalens across widely applied wavelengths from visible...

 Next-gen components power safer, smarter vehicles  - New component designs, including LEDs, MCUs, sensors, and power devices, are delivering safer and more reliable vehicles. The post Next-gen components power safer, smarter vehicles appeared first on EDN .

 The 2026 Connectivity Gap: Why Sensor-to-Compute Links Are the Real ADAS Bottleneck  - As automakers converge on centralized vehicle compute architectures, Valens Semiconductor's Daniel Shwartzberg argues the industry is overlooking the physical layer connecting sensors to those new central processors. The post The 2026 Connectivity Gap: Why Sensor-to-Compute Links Are the Real ADAS Bottleneck...

 Mian Quddus to receive Jedec FMS lifetime achievement award  - The longtime chairman of the Jedec standards body, Mian Quddus, is to receive the 2026 FMS Lifetime Achievement Award tomorrow. The award will be presented to Mr. Quddus, pictured, at […] The post Mian Quddus to receive Jedec FMS lifetime achievement award appeared first on Electronics Weekly .

 ASML Supplier Zeiss Says It Can Handle Demand for Key AI Parts  - One of the critical suppliers in the semiconductor industry, Germany’s Zeiss Group, pushed back on investor concerns about bottlenecks in the AI supply chain and said it’s confident it has the capacity to handle booming demand.

 Arm’s Cortex A55 ...  - Arm’s 5-series cores are meant for tasks where performance barely matters, but power and area efficiency are top priorities. ...

 They HATE Leverage  - Market Rewind: July 27-31, 2026

 Modular Verification of RTL Processors Against ISA Contracts (MIT, Google, UW)  - Researchers from MIT, Google, and University of Washington published a technical paper titled “Granite: A Modular Methodology for Foundational Verification of Hardware-Software Leakage Contracts.” Abstract Excerpt: “Granite is a methodology for modular verification of both functional correctness...

 Chip boom reshapes children's career dreams  - Chip boom reshapes children's career dreams As AI-driven demand surges, semiconductor careers are drawing growing interest from children, parents, students and job seekers across Korea. 8/1/2026 - 10:00 PM News Team

 SK실트론 품는 두산…반도체 매출 키우지만 시너지 창출 '난망'  - SK가 웨이퍼 제조기업 SK실트론 지분을 두산에 매각한다. SK실트론의 연 매출은 2조원대로, 두산이 추진해 온 반도체 사업 확대 크게 기여할 것으로 기대된다. 다만 SK실트론...

 ☀️ Americas 
🇺🇸🇨🇦  ---  🌑

27h Western Digital

27h Everspin Techno…

51h Microchip Techn…

21h Globalfoundries

27h Skywater Techno…

↺6¾d Skyworks Soluti…14% beat 🟢

↺21h ON Semiconducto…-26% miss 🔴

↺6¾d Qorvo53% beat 🟢

33m: Marvell Surges as China Ban Report Reignites Optical-Networking Stocks

76m: Why Direxion Daily Semiconductor Bull 3X ETF Jumped Today

89m: Why Intel Stock Fell 35% Last Month

1¾h: Corning Dropped 25% Over a Month: A Major U.S. Bank Expects 66% Gains Over The Near Term

2h: Sandisk Jumps 8%, Micron Gains 6%, SK Hynix Climbs 4% as Wall Street Hikes Price Targets on AI Memory Boom

2¼h: Why Micron Stock Keeps Bouncing Higher

2¼h: Palantir, AMD, Coherent, SpaceX, Caterpillar, Wayfair, and More Stocks That Explain Today’s Market

2½h: Why IonQ (IONQ) Stock Is Up Today

2¾h: Micron Stock Rises as It Gains Memory-Chip Share. It’s Not All Good News.

3h: Is It Too Late to Buy Navitas Semiconductor (NVTS) After a 6% Single-Day Pop?

3¼h: Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics

3¼h: Zacks.com featured highlights Sandisk, Carpenter Technology and Amkor

3½h: Marvell, Corning, and Lumentum Stocks Surge on Report of China Import Ban

3¾h: All Eyes Are on SpaceX's Aug. 4 Earnings Report. But These 3 Unstoppable Growth Stocks Are Better Buys Hiding in Plain Sight.

3¾h: Zacks Value Trader Highlights: Sandisk, Micron, Vertiv, Comfort Systems and Bloom Energy

4h: IonQ vs. Advanced Micro Devices: Comparing Revenue Trends Between a Quantum Computing Innovator and an Artificial Intelligence Giant

4h: 2 Large-Cap Stocks to Target This Week and 1 We Avoid

4½h: SK Hynix Stock Gets a Flurry of Buy Ratings. Why Analysts Love the Memory-Chip Maker.

4½h: Coherent Stock Jumps 14% on Potential Chinese Ban Report

4¾h: Coherent, Palantir, SpaceX, Caterpillar, Pfizer, and More Stocks That Explain Today’s Market

 Next Generation of Semiconductor Talent Presents Research at FSI Poster Session  - The Florida Semiconductor Institute and SkyWater Technology hosted an Intern Poster Board Session, showcasing the research, projects, and accomplishments of interns while connecting students with industry and community members.

 Probing the Limits: How Material Innovation Is Meeting the Demands of Fine-Pitch Semiconductor Test  - New alloys and process innovations are breaking the hardness-conductivity-ductility tradeoff in probe pin materials for fine-pitch semiconductor test. The post Probing the Limits: How Material Innovation Is Meeting the Demands of Fine-Pitch Semiconductor Test appeared first on Semiconductor Digest .

 TTD for wideband phased array beamforming: Eliminating beam squint in AESA  - True time delay (TTD) techniques address wideband RF challenges by providing frequency-independent delay across the array. The post TTD for wideband phased array beamforming: Eliminating beam squint in AESA appeared first on EDN .

 Sandisk Showcases NAND Innovation for the Era of AI Inference at FMS 2026  - Sandisk will showcase how NAND innovation is powering the next phase of AI infrastructure.

 Chinese chip-tool maker AMEC says first-half profit to nearly quadruple amid soaring demand  - First-half outlook an early bellwether for domestic equipment sector as Chinese memory and advanced-logic fabs expand capacity

 環球晶Q2營運回升 營收季增8.8% 德州新廠奪多家Tier-1客戶認證  - 環球晶(6488)4 公布第二季財報,合併營收152.1億元,季增8.8%、 減5%;營業毛利31.4億元,毛利率20.6%,第二季稅後純益37.8億元,每股稅後純益(EPS)7.9元。上半 營收292億元,稅後純益56.7億元,EPS為11.87元。 受惠半導體需求回溫及AI、高效能運算等高階應用成長,環球晶第二季營運動能明顯改善。...

 Huawei’s Top Scientist Warns of Chip Limit Nvidia Will Soon Face  - Huawei Technologies Co.’s top semiconductor scientist warned of the looming physical limits Western chipmaking giants including Nvidia Corp. face in their pursuit of more powerful processors, in a rare public appearance streamed in China.

 Mitsubishi Electric’s ME Innovation Fund Invests in JIJ, Startup Using Quantum Computers to Develop Mathematical Optimization Middleware  - Targeting commercial adoption through integration with Mitsubishi Electric’s quantum technologies

 Market Data: Automotive Image Sensor Market Share 2025  - The automotive image sensor market maintained strong momentum, achieving over 12% growth in 2025 and solidifying its position as a primary growth driver within the broader CIS market. Driven by the rising penetration of intelligent driving systems, automotive vendors scaled the integration of high-performance...

 US tech giants invited to discuss AI security tests at White House  - Meta, Anthropic among companies to review voluntary framework on Tuesday as US government seeks early access to most advanced AI models

 World’s First Photonic Time Crystal Can Reshape Light in Trillionths of a Second  - A world-first photonic time crystal can reshape light almost instantly, opening a path toward ultrafast optical technology. An international research team has created the first experimentally demonstrated all-optical photonic time crystal (PTC), a material whose optical behavior can be altered strongly...

 SPIE CEO Kent Rochford to Retire in Early 2027  - SPIE CEO Kent Rochford has revealed his intention to retire from the position, effective Feb. 13, 2027. Rochford has been a member of SPIE’s staff since March 2018. A search committee selected by the board of directors to develop and implement the search and recruitment process will be chaired by SPIE...

 Kimi K3, The Manos, The Mythos, The Legendos  - Kimi K3’s architecture: compressed memory, attention across depth, latent expert routing, and the inference performance…

 Chip Bridges Neuromorphic And Deep-Network Computing (TU Dresden)  - Researchers from Technische Universität Dresden and University of Manchester published a technical paper titled “The SpiNNaker2 Chip: A Many-Core Platform for Flexible and Scalable Brain-Inspired Computing.” Abstract Excerpt: The paper presents SpiNNaker2 as a chip that “bridges the gap between...

 Trump election claims debunked, US critical minerals fears: 7 US-China relations reads  - From smaller US-China AI gap to crawfish soup on Mars, here are highlights from our overseas correspondents in the second half of July 2026

 Picture of the Day: Welcome to the Wind Tunnel  - Welcome to Nasa's latest Wind Tunnel, the Flight Dynamics Research Facility (FDFR). The location is the agency's Langley Research Center in Hampton, Virginia. The post Picture of the Day: Welcome to the Wind Tunnel appeared first on Electronics Weekly .

 NXP Eying Ambarella: Is It About Automotive or Edge AI?  - Ambarella has quietly transformed its automotive computer-vision technology to serve edge AI applications. The post NXP Eying Ambarella: Is It About Automotive or Edge AI? appeared first on EE Times .

 Self-Driving Cars Have An Aging Problem  - AI workloads are pushing automotive sensors harder, forcing engineers to rethink how long safety-critical systems can be trusted. The post Self-Driving Cars Have An Aging Problem appeared first on Semiconductor Engineering .

 Unions oppose Gwangju chip workweek exemption  - Unions oppose Gwangju chip workweek exemption Korea’s two biggest labor groups condemned a reported plan to ease 52-hour workweek rules for some semiconductor cluster employees in Gwangju and demanded talks with President Lee Jae Myung. 8/3/2026 - 04:24 AM

 Lee returns to a packed agenda after sealing $950 billion in chip deals with Silicon Valley  - Lee returns to a packed agenda after sealing $950 billion in chip deals with Silicon Valley President Lee Jae Myung's 11-day trip also resulted in new critical minerals agreements with Brazil, Chile and Argentina. 8/2/2026 - 08:50 PM News Team

 After stock market whiplash, Korea's chip industry now faces growing China risk  - After stock market whiplash, Korea's chip industry now faces growing China risk Even record earnings can't fully shield Samsung and SK hynix, as CXMT's IPO and a lithography breakthrough revive fears of Chinese competition. 7/31/2026 - 05:00 PM LEE JAE-LIM

 Won posts biggest monthly gain since 2009 following SK hynix inflows  - Won posts biggest monthly gain since 2009 following SK hynix inflows The won was quoted at 1,424 against the dollar on Friday, up 125.4 won from the end of June, the largest monthly gain since March 2009. 8/2/2026 - 12:22 AM

 Microsoft Just Said the Nvidia Part Out Loud  - [Opinion] Understanding capex and expansion strategies is crucial for both investors and supply-chain executives

 Shedding light on new type of magnetism in quantum materials  - Recently, the field of magnetics has seen the proposal of a new class of magnetism called altermagnetism, which could allow advances in miniaturizing and improving RAM architecture in computers. Rice University's Ming Yi, ...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

32h Foxconn Technol…

↺6½d Samsung Electro…-1.7% miss 🔴

↺6¾d United Microele…206% beat 🟢

↺5¾d ASE Industrial20% beat 🟢

8h Innolux

 Zeiss dismisses bottleneck concerns  - Zeiss says it’s well-positioned to meet rising demand for semiconductor optics despite concerns that the AI boom could create supply chain bottlenecks, particularly for EUV scanners.

 Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers  - Work will focus on persistent MRAM for metadata management, log data, write buffering and cache functions CHANDLER, Ariz. & CARLSBAD, Calif.--(BUSINESS WIRE)--Aug. 4, 2026-- Everspin…

 How SOCAMM2 Could Reshape Server Memory for AI  - As artificial intelligence systems become larger and more demanding, memory is becoming one of the most important constraints in server design. Modern AI workloads do not only require powerful GPUs and accelerators; they also require enormous amounts of data to move quickly and efficiently between memory...

 This week’s outside five sigma (#110)  - Fiber Alignment with Microlens Ring

 Hanwha Launches AI Memory Hybrid ETF with SK Hynix, SanDisk  - It will be highly useful for investors who have struggled to increase semiconductor investment ratios due to risk asset limits in retirement pensions.”

 IMM Credit & Solution invests 100 billion won in Hana Micron exchangeable bonds

 Ministry to Curb Profit-Bonus Labor Conflicts with Guidelines

 IMM Credit & Solution Invests 100 Billion Won in Hana Micron Exchangeable Bonds

 Financial Supervisory Service Issues Alerts Every Ten Days

 Enterprise SSD Prices Hit Record High as AI Demand Surges, General-Purpose NAND Growth Slows

 Government to Apply Differentiated Industrial Electricity Rates in Four Zones

 KOSDAQ Surges 5% on Institutional Buying

 Institutions drive Korea’s KOSDAQ surge as sector rotation lifts markets

 Minister Kim to Finalize New Nuclear Plants After Consultations

 Korea weighs new nuclear plants as climate minister seeks expert and public input

 Long-Term Agreements Spread, Deepening Component Industry Polarization

 South Korea issues guideline on profit-linked bonuses, expands youth benefits

 Government to Enact Mega Special Zones, RE100 Laws, Consider CPTPP

 Korea Exchange adds 18 stock futures, expands options in September

 South Korea's Exports Advance Across 14 Sectors Amid Semiconductor Surge

 Semiconductor Clusters Get Up to 100% Government Funding

 South Korea funds semiconductor cluster infrastructure up to 100%

 TSMC Restores Japan Plant Production Six Days After Earthquake

 Tsmc restores Japan Kumamoto fab to pre-quake output in six days

 Korea Exchange Adds 18 Stock Futures, 2 Options on September 14

 China’s CXMT accelerates DRAM expansion to challenge Korea and Micron

 SK Hynix Nasdaq Listing Drives Won Appreciation

 CXMT Plans Beijing Plant to Double DRAM Output

 Chinese CXMT Expansion Shakes Global Memory Semiconductor Market

 Kiwoom backs Hanwha Vision on HBM growth, keeps Buy despite stock slide

 South Korea's July CPI Rises 2.8%, First Slowdown Since War

 Kospi and Kosdaq surge as US tech rally and easing Mideast tensions lift Korea

 National Participation Growth Fund Posts Negative Returns

 iM Securities sees Samsung E&A winning over 8 trillion won in Korea chip orders

 Hanwha Asset Management lists Korea-U.S. AI memory-bond ETF blending SK hynix, SanDisk

 Kiwoom Maintains 'Buy' on Hanwha Vision Amid HBM Market Growth

 KOSPI Rises 2% on U.S. Semiconductor Surge, Eased Tensions

 China's DUV Development Threatens HBM Market Leaders

 China accelerates DUV localization, tests Korea’s chip edge

 Acros VP Advises Samsung Shares Over Leveraged ETFs

 TSMC Kumamoto Plant Resumes After Six-Day Earthquake Shutdown

 SOLARIS Project Will Study a Total Eclipse and the Heart  - Researchers will gather smartwatch data to learn how an eclipse affects human health

 Invest In Junior Engineers  - Instead of working out how to replace junior engineers with AI, develop better ways to train and build fresh minds with new ideas. The post Invest In Junior Engineers appeared first on Semiconductor Engineering .

 DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Configurations for Rubin Ultra, Says TrendForce  - According to TrendForce's latest memory industry research, DRAM supply will remain tight through 2027, and uncertainty persists over memory suppliers' HBM4e validation timelines. Together, these constraints are prompting AI chip vendors to scale back the HBM configurations of their next-generation products....

 Reduced Dark Current in Cd0.9Zn0.1Te Detector Arrays by Aluminium Oxide Passivation  - Contrary to the prevailing view that processing cadmium zinc telluride (CZT) semiconductors above 150 °C leads to irreversible device degradation, here we show that Al2O3 passivation layer deposited by atomic layer deposition at 250 °C not only preserves CZT detector performance but also substantially...

 Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification  - Sandisk and SK hynix today announced the release of the High Bandwith Flash technical specification...

 The Kumamoto Earthquake Is a Stress Test for the Global Semiconductor Supply Chain  - Original Article By SemiVision Research [Readingi time: 7 mins]

 Company Earnings: Advantest  - These reports provide key takeaways about Advantest's demand and supply from their quarterly earnings call.

 Executive Interview with James Huang of AlChip  - I had a chance sit down with James Huang, Director of Engineering at Alchip Technologies, to discuss the company’s recent multi-die packaging achievements and learn about Alchip’s next steps in pushing the boundaries of innovation for next generation AI ASIC.

 Connecting students with the future of microelectronics  - The 2026 NEMC Hub-sponsored externship gave students access to world-class research, advanced semiconductor manufacturing, and professionals driving innovation across the Northeast.

 Adaptive organic transistor for wearable electronics switches roles as salt concentration changes  - Wearable electronics are gradually evolving from simple sensors into feature-rich devices that can make basic decisions and support medical care in real time. To fully realize this vision, wearable systems must be soft and ...

 Synopsys Demonstrates Leadership in AI-Powered Engineering at 2026 DAC Chips to Systems Conference  - Purple was in fashion at the 2026 Design Automation Conference, where Synopsys reinforced its position at the forefront of AI-powered engineering. Under the conference’s “Chips to Systems” theme, the company showcased intelligent, end-to-end technologies designed to help the semiconductor industry...

 AI Server Shipments Forecast Raised to Nearly 31% YoY in 2026 as 90% Surge in CSP CapEx Fuels Infrastructure Expansion, Says TrendForce  - Surging investment in AI infrastructure is expected to drive the combined CapEx of the world’s nine largest CSPs up by approximately 90% YoY in 2026, according to TrendForce’s latest AI server research.

 Wafer fab equipment market heads for $220B by 2031  - The global wafer fab equipment market is entering a new expansion phase that will lift annual sales at a 9-percent CAGR from 129 billion dollars in 2025 to almost 220 billion dollars by 2031, according to a new report from market research firm Yole Group.

 BluGlass gives June-quarter update  - Paid development contracts with government and tier-1 customers progressing

 Make it here, pay less tax: Gov't unveils production credit for chips, batteries  - Make it here, pay less tax: Gov't unveils production credit for chips, batteries A 2026 tax package gives domestic production credits for chips, batteries and other key sectors while creating a Korea-only investment account with unlimited tax-free dividend and interest income. 8/3/2026 - 09:04 AM News...

 EMC’s Rise to No. 1: AI Servers Redefine the Global CCL Supply Chain  - Original Article By SemiVision Research [Reading time: 9 mins]

 CEO Interview with Chuck McClish of of Lattrex Inc.  - Chuck McClish is the founder of Lattrex Inc., a fabless semiconductor startup building Kyttar, an asynchronous, clockless reconfigurable processor for real-time signal processing. He spent 15 years at Microchip Technology in chip design and verification, working across RTL design, UVM verification, synthesis,...

 Brokerages accused of merely following market after cutting forecasts in wake of Kospi tailspin  - Brokerages accused of merely following market after cutting forecasts in wake of Kospi tailspin In the face of criticism that targets fail to reflect reality, analysts say they are hesitant to release estimates that dampen optimism. 8/1/2026 - 05:12 AM News Team

 Did the government inflate the stock market too soon?  - Did the government inflate the stock market too soon? An editorial warns that tying market gains to President Lee Jae Myung's political fortunes risks deepening investor distrust and hurting retail traders when volatility strikes. 8/2/2026 - 11:01 AM Opinion Desk

 Wall Street’s Favorite Bet Comes Undone as Chips Whipsaw Market  - The one-way trade in semiconductor stocks that has defined equity markets this year is coming unglued, triggering stomach-churning volatility as investors grow increasingly concerned that the fire-hose of artificial intelligence spending won’t continue.