lithos Twitter
Lithos Header
Last Updated
Age in hrs 
1
2
3
5
8
13
21
34
55
 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

37m: Buy Semiconductor Dips, Eye Cosmetics, Shipbuilding, Defense

59m: 3 AI Infrastructure Stocks For Investors Watching Cloud Capacity Constraints

2¼h: TEMC CNS Begins CCSS Deliveries for SK hynix's First Yongin Fab

2¼h: Semiconductor stocks like Nvidia and Micron are on a remarkable streak

2½h: ON Semiconductor to buy Synaptics in all-stock deal with $7 billion enterprise value

3h: Transforming Rail Travel: Škoda Group and Hitachi Energy’s Semiconductor business Partnership Driving Sustainable Mobility

3¼h: Semis Outlook: The Best Days Are Likely Far From Over

4½h: ON Semiconductor Stock Crashes 24% Following Massive All-Stock Acquisition of Synaptics

4½h: Semiconductor Boom Expands to Regional Investments and Advanced Industry Transformation

5¼h: 5 High Growth Semiconductor Stocks to Buy Now

5¼h: 12 High Growth Semiconductor Stocks to Buy Now

5¾h: Will Amazon, Taiwan Semiconductor, SpaceX, or Broadcom Be the Next $3 Trillion Company?

5¾h: Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6h: Wolfe Research stays bullish on equities, sees AI, semiconductors driving H2 gains

6h: The Real Downturn Risk In ON Semiconductor Stock

6h: Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position

6¼h: J. L. Bainbridge & Co. Inc. Has $50.11 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6¼h: Weekly Top Ten Tech Hardware and Semiconductor – Jun 28, 2026

6½h: Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6½h: Metropolis Capital Ltd Sells 184,630 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

6¾h: Enterprise value to EBIT forward of Union Semiconductor Equipment Co., Ltd. – KRX:036200

6¾h: NXP Semiconductors N.V. $NXPI Position Trimmed by Pictet Asset Management Holding SA

7h: Citrini analyst: Semiconductor high-purity CO2 procurement issues have emerged as a warning.

7¼h: Enterprise value to EBITDA forward of Union Semiconductor Equipment Co., Ltd. – KRX:036200

7¼h: Semiconductor fabs in Honam, packaging in Chungcheong ... Physical AI and data centers in Yeongnam

7¾h: In the past week, domestic investors (seohak ants) investing in overseas stock markets have invested..

7¾h: Boomfish Wealth Group LLC Buys 3,653 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

8h: Price to book forward of Shanghai Iluvatar CoreX Semiconductor Co., Ltd. Class H – HKEX:9903

8¾h: APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

 Kim slams conservative backlash to Honam chip cluster as regional bias Prime Minister Kim Min-seok on the 28th pushed back against conservative criticism of Samsung Electronics and SK hynix investing in a Honam  - Prime Minister Kim Min-seok on the 28th pushed back against conservative criticism of Samsung Electronics and SK hynix investing in a Honam semiconductor cluster, asking, “Is this the true face of regional

 Samsung Construction: AI Modular Homes Challenge Housing Crisis It remains to be seen whether Samsung Electronics, which propelled South Korea to global

 Deputy Prime Minister Koo Vows Full Support for Local

 Koo backs regional investment to secure South Korea’s

 BIS Warns AI Investment Surge Dwarfs Past Bubbles For example,

 President Lee Jae Myung to Unveil Mega-Projects With Samsung, SK Investments President Lee emphasized the necessity of the Honam

 Lee unveils mega investments as Samsung, SK plan Honam chip cluster On the 28th, the president wrote on X that “building a

 Prime Minister Kim Labels Honam

 President Lee Jae Myung Unveils Three Mega Projects With Samsung, SK Notably, the Honam

 President Lee Jae Myung: Honam

 Southwestern Region: Competitive

 People Power Party Labels President Lee's 'Pig' Remark a Self-Portrait She continued, “It is common sense that the political sphere and markets unanimously express concerns over the government’s sudden announcement of

 Minister Kim backs southwest Korea as competitive

 Apple Eyes Chinese CXMT Amid Memory Shortages Analysts suggest the Trump administration, pushing

 Kim Yong-beom Proposes

 Kim Yong-beom backs non-Seoul chip cluster as South Korea’s growth strategy The government is expected to announce plans related to creating a

 Oh Se-hoon warns Korea over coercive push for Honam chip investments Seoul Mayor Oh Se-hoon voiced concern over President Lee Jae-myung’s push for

 President Lee Jae Myung Bolsters Ally in Factional Struggle While some viewed this as a response to media and opposition criticism over the Honam

 People Power slams Lee Jae-myung over ‘pig’ remark amid Honam chip row She continued, “It is common sense that politics and the market would express unanimous concern over the government’s sudden announcement of

 Apple Weighs Chinese Military-Linked Chips Amid Shortage Amid ongoing global memory

 Korean Retail Investors Shift Funds From SpaceX to Semiconductors As SpaceX’s stock price fell sharply, investors began selling it off and once again turned to

 SK AI Alliance: U.S. Collaboration and Korean Strength Key He added, “While NVIDIA and AMD chips exist, domestic chips are also necessary, which is why we support AI

 ETF Market Surpasses KOSDAQ in Market Capitalization for First Time Recently, as market funds have concentrated on large-cap

 Kioxia Employees Gain Billions Through Stock Options Nikkei reported on the 28th that hundreds of millionaires have emerged at Kioxia, a Japanese

 Etf surge outpaces Kosdaq as Korea’s money shifts to stock funds As cash in circulation has recently concentrated in large

 President Lee Jae Myung Urges People Power Party to Halt Honam

 President Lee urges People Power to stop distorting Honam chip zone plan The president posted a total of six social media messages just the day before to explain the need for

 Construction Industry's 24-Month Decline Longest Since 1997 While investments in

 South Korea construction output falls 24th month, signaling protracted slump Investments related to artificial intelligence (AI), such as

 Thailand, Argentina Emerge as Next-Gen Production Bases Germany’s Infineon is building a new back-end (

 Honam

 Korea stocks eye

 Thailand and Argentina rise as supply chains pivot from Vietnam and Mexico Infineon Technologies AG is building a new back-end (

 Korea risks oversupply as government pushes Honam chip cluster investment In fact, past

 Memory Printed Perfection, The Tape Yawned.  - Market Rewind: June 22-26, 2026

 Micron's Blowout and the Case for a Memory Supercycle  - Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix and Samsung too.

 MediaTek frames orbit compute and NTN as next strategic R&D priorities  - MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.

 Students from across the Northeast step inside MIT.nano’s cleanroom  - A hands-on boot camp teaches integrated photonics to community and four-year college students in the region.

 Podcast EP352: The Path to High Impact Parallel AI Agents with ChipAgents CEO and Founder William Wang  - Daniel is joined by William Wang the CEO and Founder of ChipAgents.ai , the category-leading agentic AI platform for advancing agent-based AI approaches for semiconductor workflows. He is also the Mellichamp Endowed Chair Professor of AI and Designs at UC Santa Barbara, and a global leader in fundamental...

 Stress analysis  - Sometimes, getting true stress levels can be tricky because things happen that are sneaky. The post Stress analysis appeared first on EDN .

 Engineer accused of insider trading tied to Microsoft's reboot of Three Mile Island nuclear plant  - SEC claims former Constellation employee made $1.4M trading options before the restart deal was announced

 The PQC Silicon Is Here Today for Tomorrow’s Quantum Threats  - Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms. The post The PQC Silicon Is Here Today for Tomorrow’s Quantum Threats appeared first on EE Times .

 The Selloff (And Why I'm Not Selling ANYTHING)  - June 23, 2026 | Post-Market Commentary

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

 'Impossible' low-loss, tunable dielectric achieved in microwave electronics  - The result on his computer screen looked impossible. Late one night in 2009, Nate Orloff was alone in a laboratory, analyzing measurements from a set of experimental thin films sent to him by Darrell Schlom, the Tisch University ...

 Faster AI, lower costs: DSpark eases inference bottlenecks and chip strain, says DeepSeek  - Start-up unveils speculative decoding framework that speeds up inference by up to 85 per cent amid China’s push to overcome US AI curbs

 世界先進8吋晶圓代工 供不應求  - 世界先進董事長方略27 表示,AI需求全面發酵,公司AI相關營收占比達雙位數,帶動8吋及12吋成熟製程供不應求,預期2026 8吋晶圓代工市場將維持缺貨狀態。此外,新加坡12吋新廠6 初產出首批40奈米晶片,良率突破99%,預計2027 第一季正式量產,並評估興建第二座晶圓廠,因應持續增加的需求。...

 From 800V HVDC and Chroma’s Testing Platforms to Delta’s High-Voltage Infrastructure  - Original Article By SemiVision Research [Reading time: 15 mins]

 \uD83C\uDF6A TWiC: Jalapeno, Modular, and Gatekeeping of Frontier Models  - Its all about inference these days, by a long shot.

 世界先進報喜!新加坡廠首批40奈米晶片良率逾99% 豪發逾1億獎金  - 世界先進今天舉辦家庭 活動,董事長方略表示,今 8吋晶圓代工供不應求,後續需求依然維持穩健,新加坡廠今 6 初產出第1批40奈米晶片,良率超過99%,管理階層決定發放超過新台幣1億元獎金給基層員工。 世界先進在六福村主題樂園舉辦家庭...

 Why the AI Memory Shortage Could Keep DRAM and NAND Prices High for Years  - AI-driven demand is creating the biggest memory shortage in history. Discover why DRAM and NAND prices are expected to remain elevated through the rest of the decade.

 Dog-bone design helps 2D nanoribbon transistors stay fast and efficient as widths shrink  - Transistors, small semiconductor-based switches that control the flow of electricity, are central components of all electronic devices, from computers to smartphones, wearables, sensors and smart appliances. Over the past ...

 Prepare for More Memory Pricing Pain  - No Line of Sight to Memory Market Equilibrium\ Micron's results ended the illusion that memory pricing was near its maximum. Micron declared it had no line of sight to a memory market equilibrium.

 Apple price hikes may hit iPhone next as memory, storage costs soar: analysts  - Some Chinese consumers are anticipating potential price hikes for the upcoming iPhone series, and are reconsidering their upgrade plans

 訊芯-KY攜手台積電衝COUPE 蔣尚義延攬台積老將入董事會  - 鴻海集團旗下封測廠訊芯-KY(6451)26 召開股東會,董事長蔣尚義證實,公司正與台積電(2330)在COUPE矽光子相關技術展開合作,訊芯-KY主要承接晶圓產出後的後段光學引擎(OE)整合與驗證,包括光纖陣列(FAU)、光柵耦合(Grating...

 Closing the AI trust gap: What leaders are seeing about trust in AI  - Trust in AI is key to unlocking better business outcomes. See how trust in AI drives performance and how to build it across data, governance, and skills.

 [News] Lenovo Reportedly Sees Higher Memory Prices Becoming the New Normal Into 2030  - As Micron noted in its earnings call that tight market conditions are likely to persist beyond 2027, Lenovo is taking a more cautious stance. Wccftech, citing company management, reports that Lenovo sees higher memory pricing as potentially settling into a “new normal” well into 2030 and beyond.......

 🌑 🇨🇦 Americas 
🇺🇸 ---  🌔 +

 Infineon CoolGaN selected for BRC Solar power optimizer  - Infineon Technologies has been selected by BRC Solar to supply CoolGaN transistors for its…

 AI Chips Are Hard. Memory Is Harder.  - Original Article By SemiVision Research [Reading time: 7 mins]

 As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC  - Basic Semiconductor is the latest firm in the space to move forward with an IPO

 AI Boom Bubble Collapse Risk from Rate Hikes In contrast, leading U.S. tech firms and South Korean and Taiwanese  - In contrast, leading U.S. tech firms and South Korean and Taiwanese semiconductor companies are actually earning enormous profits.

 President Lee Jae Myung Rebuts Honam Water Shortage Claims, Citing 1 Million Ton Feasibility As concerns arose over potential water shortages related to Samsung Electronics and SK Hynix’s  - As concerns arose over potential water shortages related to Samsung Electronics and SK Hynix’s semiconductor investments in the Honam region, President Lee Jae Myung refuted claims by stating, “Honam has

 Lee Jung-hyun backs Honam chip plan, urges swift, unfettered verification Lee Jung-hyun, former candidate for the Jeonnam-Gwangju Integrated Special Mayor from the People Power Party, said on the 27th, “I agree with verifying the Honam

 Democratic Party Threatens Legal Action Over Honam Investment Claims The People Power Party attacked, claiming that Honam lacks the optimal infrastructure required for

 Minister Kim assures ample water for Gwangju–South Jeolla chip hub in South Korea Minister Kim Seong-hwan of the Ministry of Climate, Energy and Environment on the 27th addressed concerns about water supply for the

 President Lee Jae Myung Defends Honam

 Jeonbuk Governor-Elect Seeks NVIDIA Investment Talks in Saemangeum Lee Won-taek, the governor-elect of Jeonbuk Special Self-Governing Province, has proposed a meeting with Jensen Huang, CEO of global

 Democratic Party, People Power Party Clash Over Honam

 Parties clash over Honam chip plan as opposition accuses Blue House of pressure The People Power Party attacked that Honam lacks the optimal infrastructure needed to create a

 President Lee Jae Myung's Post Divides Political Circles Some speculate the remarks were a response to opposition parties’ backlash against the government’s review of establishing a

 Lee Jae-myung defends Honam chip plans, vows 1 million-ton daily water supply As questions were raised about a potential water shortage tied to Samsung Electronics and SK hynix’s

 President Lee Jae Myung Quips, 'A Pig Sees a Pig' Amid Criticism , an essential element in

 Lee rebukes critics over Honam chip cluster as Korea’s party race heats up lacking water, which is an essential element in

 Chungbuk

 KOSPI Plunge Shakes Global Markets as

 US Stocks Fall on AI

 AI, chip slump and profit-taking push New York stocks lower The Philadelphia

 Lowering Multimodal Inference Cost with Heterogeneous E/PD Disaggregation  - This technical brief evaluates whether separating the vision encode stage from the prefill/decode path can improve latency and normalized cost efficiency using NVIDIA Dynamo.

 Clock Glitching as an Attack Vector—And How PolarFire® FPGAs Stop It  - Security logic assumes clocks behave predictably—but attackers exploit that assumption. Learn how clock glitching enables fault‑injection attacks and how our PolarFire® FPGA and SoC FPGA devices detect abnormal clock behavior in hardware, generating tamper events that help contain attacks before...

 Ubotica raises $11m for space AI and Live Maritime Intelligence  - Ubotica Technologies, the space AI specialist, has announced an $11 million funding round to boost deployment of its maritime security service, Live Maritime Intelligence. This uses by real-time decision-making satellites in Low Earth orbit. Live Maritime Intelligence “Ubotica has spent years pioneering...

 Synaptics Acquisition by Onsemi Affirms Edge AI Is for Real  - Here is why a power and sensing specialist has snapped AI-native compute assets to foray into the physical AI world. The post Synaptics Acquisition by Onsemi Affirms Edge AI Is for Real appeared first on EE Times .

 DigiKey releases sequel in Sustainable Futures video series  - DigiKey is launching Series 2 of its video sequence on Sustainable Futures. It examines how advanced electronics are enabling cleaner energy, smarter systems and more sustainable design. For example, topics covered range from high-performance signal processing and energy management to rugged interconnects...

 Shadow-Free Augmented Reality Makes Illusions More Realistic  - Users had trouble distinguishing real versus projected text

 Chip Industry Week In Review  - Onsemi to buy Synaptics; IBM's 7Å chip w/40% more SRAM area; 1nm MoS2 nanotubes; AI pressure points; memory updates; $250M CHIPS Act award; trade secret theft; new advanced packaging site; MEMS capacity; humanoids; earnings. The post Chip Industry Week In Review appeared first on Semiconductor Engineering...


Dreams are messages from the deep. -Narration Recorder