lithos' Chip War Dashboard

Age in hrs

🌑 Americas

🇺🇸 --- 🌔 +

↺5¼d Synopsys7.1% beat 🟢

↺5¾d Photronics25% beat 🟢

↺6¼d Semtech24% beat 🟢

85m: Jim Cramer Tells Mad Money Caller Why Netflix (NFLX) Is Worth a Moderate Buy

3½h: Partners Group Private Equity Ltd (LSE:PEY) (Q2 2026) Earnings Call Highlights: Strong ...

5½h: Thermo Fisher Scientific (TMO) Unveils New Tools For Electron Microscopy And Isotope Analysis

6h: AMD Expands Global AI Footprint With New Saudi Platform

11h: Aehr Test Systems Insider Sells $847,000 Worth of Stock

13h: Does ASML's Dominant Position in EUV Signal Further Upside?

13h: Can Cadence's Cash Generation Support Both Growth and Share Buybacks?

13h: PDF Solutions (PDFS): A Semiconductor Software Winner Returned 52% in Q2

Semi. Tools and Materials
5h ago: The semiconductor sector is experiencing robust growth driven by AI demand, with TSMC reporting a 45% YoY revenue surge in July, Korea's chip exports hitting a record $192.4B in H1 2026, and major events like SEMICON Taiwan (Sept 2-4) drawing record attendance and exhibitors. Supply chain pressures persist amid potential US tariffs on imported chips and servers, while emerging hubs like India focus on high-margin areas such as SiC materials, advanced packaging (ATMP/OSAT), and custom ASIC design; overall, the industry shows strong momentum but faces risks from trade policies and the need for more dynamic tracking tools beyond static spreadsheets.

5h @dnystedt Google is set to highlight this year’s SEMICON Taiwan (9/2-4), which is already breaking records in scale, media report. The 3-day semiconductor equipment and materials exhibition opens Wednesday, though some forums start today (Monday). Google’s Chief Technologist for AI Infrastructure Amin Vahdat will deliver a keynote from the eyes of a custom chip developer at the event, making CSPs a new centerpiece. Over 100,000 semiconductor professionals are expected this year, with the exhibition size hitting 4,300 booths, by 1,300 exhibitors. A total of 18 nations have set up in the international pavilion, up 250% over last year, while the Startups area has doubled in size. $GOOGL #SEMI #semiconductors

5h @TheETFTracker Korea's chip exports hit $192.4B in H1 2026 alone, already surpassing all of 2025's full-year record of $173.4B, and capped by an all-time monthly high of $44.8B in June. The xETFs Korea AI Semiconductor ETF $KSMH offers exposure to the Korean semiconductor supply chain behind that surge.

23h @investormusings 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐒𝐮𝐩𝐩𝐥𝐲 𝐂𝐡𝐚𝐢𝐧: 𝐖𝐡𝐞𝐫𝐞 𝐭𝐡𝐞 𝐕𝐚𝐥𝐮𝐞 𝐑𝐞𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐀𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐋𝐢𝐯𝐞𝐬 🚀 The expansion of India's semiconductor ecosystem is driving one of the most critical industrial capital reallocation cycles of this decade. While public attention centers on mega-cap fab announcements, the most immediate operating leverage exists in specialized, high-margin bottleneck segments across the value chain. To identify long-term structural value, track where cleanroom packaging, proprietary IP, and high-voltage compound materials intersect: • 𝐇𝐢𝐠𝐡-𝐏𝐨𝐰𝐞𝐫 𝐒𝐢𝐥𝐢𝐜𝐨𝐧 𝐂𝐚𝐫𝐛𝐢𝐝𝐞 (𝐒𝐢𝐂) & 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬 • 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐏𝐚𝐜𝐤𝐚𝐠𝐢𝐧𝐠 (𝐀𝐓𝐌𝐏 / 𝐎𝐒𝐀𝐓) • 𝐂𝐮𝐬𝐭𝐨𝐦 𝐅𝐚𝐛𝐥𝐞𝐬𝐬 𝐀𝐒𝐈𝐂 𝐃𝐞𝐬𝐢𝐠𝐧 & 𝐒𝐢𝐥𝐢𝐜𝐨𝐧 𝐈𝐏 • 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 𝐏𝐨𝐰𝐞𝐫 & 𝐓𝐡𝐞𝐫𝐦𝐚𝐥 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞

30h @ALIREZAZIAi8xm Heads Up: Potential Semiconductor Tariffs & Impact on AI / Data Center Investments I wanted to share a quick update regarding proposed US tariffs on imported semiconductors and server equipment. If implemented as currently discussed, these policies could directly impact the timeline and profitability of AI infrastructure projects. Key Takeaways to Keep in Mind: Higher Capex Costs: Tariffs on chips, GPUs, and enterprise servers will directly increase capital expenditure requirements for data center operators and cloud providers. Deployment Delays: Because advanced chip manufacturing facilities take years to build in the US, near-term supply will remain reliant on imports. Tariffs could slow hardware delivery and bottleneck buildout schedules. Margin Compression: Higher hardware costs could reduce profit margins for AI compute providers (such as hyperscalers and Neocloud companies) or force them to raise pricing on AI cloud services. Exemption Uncertainty: Previous trade policies allowed certain broad data-center exemptions, but tighter proposed restrictions may reduce or eliminate those carve-outs.

39m: Ashwini Vaishnaw unveils six pillars of Semicon 2.0

69m: Chey Tae-won's Overseas Factory Remarks Spark Global Confusion

1¾h: Government notifies Semicon 2.0, forms panel to identify strategic chips

2h: Domestic chip design to receive big push through Rs 1.27 lakh crore Semicon 2.0

2¼h: Chip equipment makers ramp up Korea hiring

2¼h: South Korea's industry ministry begins work on five-year semiconductor master plan

2½h: HPSP Nominates Former Hanwha Semitek Executive Kim Jae-hyun as CEO, Moves to Co-CEO Structure

3¼h: Korea adds semiconductors to export control list

3¾h: [News] JSG Achieved Breakthrough in 12-inch SiC Crystal Growth

3¾h: Government to Draft Five-Year Semiconductor Blueprint... Encompassing Clusters, AI Chips, and Materials, Components, and Equipment

4h: AI Chips and Advanced Semiconductor Equipment Designated as Strategic Materials...Government Approval Now Required for Export

4½h: \

5h: Void-Fill Packing Peanuts Market Outlook to 2035

5¼h: Hanul Semiconductor's AI MLCC Six-Sided Inspection Achieves 13,000 Units per Minute and 98% Accuracy

5½h: Japan’s factory giants join physical AI race

6h: Taiwan Breaks Silicon Carbide Equipment Dependency With First 12-Inch Boule

6¼h: HPSP Names Former Hanwha Semitech CEO Kim Jae-hyun as Co-CEO

7¾h: South Korea’s CCL exports jump 42% as AI infrastructure boom spreads

7¾h: Aixtron stock eases as tech sector faces rate jitters

ASML Holding stock holds high valuation as AI chip demand drives outlook

Zo werken Arriva en TNO aan de volgende fase van elektrisch busvervoer

ZEISS Korea to Showcase PCB, Packaging Solutions at KPCA Show - ZEISS Korea said on Aug. 31 that it will showcase quality solutions at the Korea PCB and Semiconductor Packaging Industry Show (KPCA Show) 2026. The lineup covers applications ranging from 3D shape measurement of individual components to nondestructive analysis inside printed circuit boards (PCBs) a

AsiaPac

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Biodiversity Conservation at Home — Making Nature Photo Frames

テクセンドフォトマスク、川越女子高校生物部との交流会を実施

Development and Performance of a University-Scale EUV Lithography Source

Optimizing Laser-Produced Plasma Sources for EUV and BEUV Lithography Using Multi-Fidelity Simulations

Extreme Ultraviolet Photon Transfer in Sn Plasmas: Monte Carlo Modeling

Hydrogen-Induced Blistering in Mo/Si Multilayer Mirrors for EUV Lithography: Kinetic Monte Carlo Modeling

Impact of Laser Pulse Duration on EUV and BEUV Laser-Produced Plasma Sources for Lithography

Material and Intensity Dependence of EUV Conversion Efficiency in Laser-Driven High-Z Slabs

Analyzing Hydrogen Plasma Induced Blistering of Materials in Situ

Dynamics of Pre-Pulsed Metal Foil Mass-Limited Laser-Produced Plasmas

Blister Formation on c-Si by Low Energy Hydrogen Ions

Pre-Pulse Conditioning and Material Comparisons for Optimized EUV Emission From Laser-Produced Plasmas

Atomic Data, Opacity, and Equation-of-State Simulations for EUV and Soft X-Ray Lithography Sources

Hydrogen-Induced Displacement Cascades in Mo/Si Layers of EUV Mirrors: Lammps Modeling

🌑 🇬🇧🇫🇷🇳🇱🇳🇴🇮🇱 EMEA

🇩🇪 --- ☀️ +

Sponsorship for the 87th JSAP Autumn Meeting 2026

Patterning device and system, product, and method for generating the pattern …

Lam’s Oregon Lab Expansion Launches to Accelerate AI Chip Innovation - Lam Research broke ground on a new advanced R&D lab in Tualatin, Oregon, expanding cleanroom capacity and strengthening its global lab network.

Machine learning based image generation for model base alignments

Reflective mask blank, reflective mask, and method of manufacturing …

Substrate with multilayer reflective film, reflective mask blank, reflective …

SCREEN to start development of optical modules for quantum computers through joint research with Yaqumo

Qnity Introduces Stackplane™ CMP Slurry Platform for Advanced Packaging

Bruker Drives Major Advances in Detector Technology for Semiconductor and Nanostructure Analysis - Liverpool, UK – August 31, 2026 – Bruker today announced the launch of the XFlash® 7200 FIRE, the world’s first inclined large-area Energy-Dispersive Spectroscopy (EDS) detector for Scanning Electron Microscopy (SEM) built on Bruker’s revolutionary four-segment Silicon Drift Detector (SDD) architecture....