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 🌘 Americas 
🇺🇸  ---  🌑

47h Western Digital

47h Everspin Techno…

71h Microchip Techn…

41h Globalfoundries

47h Skywater Techno…

↺6d Skyworks Soluti…14% beat 🟢

↺42m ON Semiconducto…

↺6d Qorvo53% beat 🟢

96m: Micron Stock Falls -- Apple Tests Chinese Memory Chips From Rising Rival

2h: Amazon, Apple, Boeing, Micron, Bristol Myers, GameStop, SpaceX, and More Stocks That Explain Today’s Market

2½h: Micron Stock Rises Even as Chinese Memory Chip Competition Intensifies

2½h: Noteworthy Monday Option Activity: LULU, LITE, INTC

3¾h: Nvidia Stock Retakes Key Level As Chip Stocks Waver

3¾h: CGNX Gears Up to Report Q2 Earnings: What's in Store for the Stock?

3¾h: Coherent (COHR) Price Prediction: How Much a $1,000 Investment Could Be Worth by 2027

4h: CXMT’s 466% IPO Pop Gives Apple (AAPL) Leverage. Why Micron (MU) Investors Should Stay Patient

4¼h: Buy Sandisk Stock Before Q4 Earnings? Here's What to Know

4¼h: Leopold Aschenbrenner was up 439% — then 4x leverage wiped out 67% of his $45B AI hedge fund in one month

4¼h: Atlassian to Post Q4 Earnings: What's in Store for the Stock?

4¼h: Cloudflare to Post Q2 Earnings: What's in Store for the Stock?

4½h: AMD and Texas Instruments Are Getting Support From the Same Trend

4½h: Will Western Digital (WDC) Beat Estimates Again in Its Next Earnings Report?

4½h: Buying Intel Over TSMC Isn’t as Crazy as It Might Seem

4¾h: MACOM Technology to Report Q3 Earnings: What's in Store for the Stock?

4¾h: AMD Fell: Here Are 3 Reasons I’m Buying Without Fear

4¾h: Can Strong Data Center Revenues Boost AMD's Top Line in Q2 Earnings?

4¾h: 3 Momentum Anomaly Stocks to Buy as Trump Calls Off Iran Strike Plan

5¼h: Palantir vs. Snowflake: Which Growth Stock Is the Better Buy?

99m: Cerebras Systems: A Leading AI Semiconductor Company

1¾h: Navitas Semiconductor (NVTS) Stock Jumps 12.5% Today

3h: Commerce department takes stake in seven semiconductor companies

3¼h: Connecting students with the future of microelectronics

3½h: AI Is Reshaping the Semiconductor Supply Chain

3¾h: Semiconductor sealing demand prompts Trelleborg’s Malta facility expansion

3¾h: Three Alabama community colleges receive $500,000 NSF grant to grow semiconductor workforce

3¾h: Tower Semiconductor (NASDAQ:TSEM) Shares Gap Down - Here's Why

4¾h: Startrader launches semiconductor, networking and nuclear energy CFDs

4¾h: AI shifts semiconductor competition toward system integration: Experts

5h: ON Semiconductor earnings up next: Can chipmaker ease deal concerns?

5½h: Lattice Semiconductor Earnings: What To Look For From LSCC

5½h: GCT Semiconductor (GCTS) to Release Earnings on Monday

5¾h: Taiwan Semiconductor's Latest Move Shows It's a Screaming Buy

6h: Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand

6¼h: Bruker earnings ahead: Can semiconductor boom offset research drag?

6½h: Enpro earnings in focus as semiconductor demand fuels growth

6½h: India’s $260m semiconductor packaging facility to address ‘critical gap’

6¾h: ON Semiconductor earnings outlook: bull and bear cases ahead of tonight’s print

6¾h: Asian Stocks Are Down 10% From June Highs. That Could Be Bad News for This Semiconductor Index.

7h: Taiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.

7h: Key principle to boost efficiency of artificial photosynthesis and next-generation semiconductors

7¼h: Looking to see long-term UK chip strategy: Pragmatic Semiconductor CTO

7¾h: Semiconductor ETFs SMH, SOXX, SOXL Top Weekly Fund Flows For First Time, Analyst Says

8h: Tower Semiconductor ramps up SiPho capacity ahead of Q2 results: Wedbush

8½h: GSI Technology CEO to hold virtual investor meetings Aug. 19

8½h: Korea Introduces Tax Credit for Domestic Semiconductor Production

8¾h: Semiconductor Outlook Bodes Well for This ETF

8¾h: Can Semiconductor Makers Navigate Rising Water Risks? - AllianceBernstein - Commentaries

8¾h: Taiwan Semiconductor Manufacturing Company Limited (TSM): An Unmatched Technological Lead in Semiconductors

 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...

 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.

 Memory Super Cycle May Extend to 2030 as AI Demand Outpaces Supply  - Predictions have emerged that the memory semiconductor super cycle, boom could extend beyond the initially expected 2028 to 2029–2030.

 NXP explores acquisition of US edge AI firm Ambarella  - NXP Semiconductors is in talks to acquire California-based automotive chip designer Ambarella in a deal that could be worth more than 3 billion dollars, according to a Financial Times report.

 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...

 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 .

 中華精測7 營收再創歷史新高  - 中華精測(6510)3 公布今 7 合併營收6.15億元,較上 成長7.1%,較去 同期增加49.9%;累計前七個 合併營收達36.12億元, 增30.0%,續創單 營收歷史新高。受惠於人工智慧(AI)應用持續帶動終端與雲端市場需求,加上訂單能見度良好,預期全...

 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. ...

 FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports  - Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC) added foreign-manufactured advanced robotic equipment and connected power inverters to its Covered List, raising concerns that future products may be blocked from entering...

 Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027

 Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift

 Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices

 OpenAI says next-generation model solved 10 longstanding math problems

 Rising component costs, new Indian incentives, and export push shape Dixon's outlook

 Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap

 Realtek sees broad 2026 growth despite cost pressure and uneven demand

 Taiwan steps up investment in AI startups, compute infrastructure

 Beijing's AI 'golden circle' draws Moonshot, Z.ai, US$14B in funding

 Agentic AI exposes urgent legal accountability gaps, South Korean scholar warns

 Elevated Materials names Jay Wang as chief revenue officer

 Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing

 AI server demand revives long-term MLCC supply agreements as shortages intensify

 C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets

 FICG launches Singapore-Malaysia dual-core strategy

 Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive

 Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%

 India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

 ROEC eyes AI optical communications without competing

 Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

 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

 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.

 Memory makers flush with $90bn cash flow on AI gold rush  - Micron, SK Hynix, Samsung line up big capacity investments as Kioxia plays catch-up

 Eliyan Secures $145M Series C, $1B Valuation  - Eliyan Corporation, a developer of connectivity technologies for next-generation AI compute, memory, and networking systems, completed a Series C funding round with a total of $145 million. Following this latest round of funding, the company has a...

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

↺6¾d SK Hynix85% beat 🟢

52h Foxconn Technol…

↺5¾d Samsung Electro…-1.7% miss 🔴

↺5¾d United Microele…206% beat 🟢

↺4¾d ASE Industrial20% beat 🟢

28h Innolux

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

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

 Brewer Science Acquires Heraeus Epurio’s Semiconductor Chemicals Business  - Vertical integration into ultrapure chemical manufacturing extends Brewer Science's Zero Defects standards for the purity, consistency, and reliability its customers depend on at the industry's most advanced nodes. The post Brewer Science Acquires Heraeus Epurio’s Semiconductor Chemicals Business appeared...

 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...

 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

 Technical Report: Qualcomm Snapdragon X2 Elite Extreme SoC Advanced Packaging Quick Look  - This is an Advanced Packaging Quick Look (APQ) summary for the Qualcomm Snapdragon X2 Elite Extreme device found within the ASUS, Zenbook A16 laptop (Model number: UX3607OA-ZB/A16_X0). The Qualcomm Snapdragon X2 Elite Extreme is a monolithic processor co-packaged with three 16GB LPDDR5X DRAM memory packages...

 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 .

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

 Elektor celebrates 65 years: Join the festivities with exclusive membership savings  - This year marks a major milestone for Elektor, the company behind eeNews, as it celebrates its 65th anniversary.

 Asia Optical's 2Q26 operating profit hits record high on strong revenue and gross profit growth  - Asia Optical reported record operating profit for the second quarter of 2026, as consolidated revenue, gross profit and operating profit all increased from a year earlier. The company said the result was supported by three growth drivers that it expects to sustain momentum into the third quarter.

 CSCC opens Pingtung R&D center to target battery, semiconductor supply chains

 Coretronic's OLED and auto-display gains point to steadier growth as NB weakens

 Amazon deepens OpenAI ties with US$50B AWS expansion

 Memory makers lift capex as Kioxia holds spending to defend NAND lead

 xLight bets on EUV light source, eyes ASML deal

 Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

 Renesas plans to phase out Takasaki factory production and expand R&D focus

 AI infrastructure orders extend PCB expansion race

 Merry Electronics cites costs and overseas ramp-up as 2026 profit risks

 MA-tek sells Shanghai unit, expands AI market push in Japan and the US

 Drone delivery goes mainstream as Shenzhen becomes a robot hub

 CXMT closes in on LPDDR6 mass production, challenging Samsung, SK Hynix

 Intel offers bonuses to speed up Ohio fab construction and reaches EMIB-T yields of 90%

 Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

 Inversion Semiconductor targets ASML with particle-accelerator X-ray lithography

 Pat Gelsinger joins xLight in bid to bring TSMC into US-made lithography project

 IBM and Sarvam team up on India's sovereign AI push

 Dixon sees mobile, IT hardware, and component push lift export and margin outlook

 Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

 India expands chip talent pipeline amid surging global chip demand

 OpenAI reportedly expands probe after finding additional AI agent containment escapes

 India advances semiconductor ambitions as Visakhapatnam OSAT plant anchors South India packaging push

 Taiwan manufacturing business climate improves in June, headlined by electronics sector

 Apple says advanced-node capacity tightens amid 2nm race

 MA-tek sells 80% stake in Shanghai subsidiary to accelerate global expansion

 TSMC Kumamoto fab faces first major quake test with chip-material supplies secured

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

 鈺創第二季EPS 4.81元 AI記憶體需求帶動營收季增79%  - 鈺創(5351)董事會通過2026 第二季財報,受惠AI相關記憶體產品出貨放量,第二季營收與獲利同步大幅成長,單季每股稅後純益(EPS)4.81元;累計上半 EPS達6.69元。 鈺創第二季合併營收48.99億元,較第一季27.35億元成長79%,較去 同期7.45億元大增558%。稅後純益15.80億元,EPS為4.81元。...

 CEO Interview with Joseph Krause of Radical AI  - Joseph F. Krause is an American materials scientist, entrepreneur, and U.S. Army National Guard veteran. He is the cofounder and CEO of Radical AI, a New York deep-tech startup founded to accelerate the discovery of advanced materials.

 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

 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, ...

 Humanoid Manipulation at the Edge of Physical Interaction  - This white paper examines emerging humanoid robot architectures, focusing on how joints and dexterous hands are becoming intelligent, sensor-rich subsystems that require tightly integrated control, communication, and edge processing. It outlines key design challenges and opportunities for building scalable,...

 [Market Memo] A tale of two heroes.  - Be aware of the situation.

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

19h Ams

47h Infineon Techno…

↺6d NXP Semiconduct…

10h Tower Semicondu…

↺4¼d X Fab Silicon F…-450% miss 🔴

 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.

 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...

 Turning molecules into reliable electronic devices with a new fabrication platform  - Molecules are among the smallest building blocks available for making next-generation devices. Their unique, customizable properties enable promising applications in emerging computing, sensing, optical and quantum technologies.

 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...

 Fluxgate basics: How magnetic saturation changes everything  - The fluxgate sensor harnesses magnetic saturation to deliver scientific-grade accuracy and stability far beyond ordinary inductive detection. The post Fluxgate basics: How magnetic saturation changes everything appeared first on EDN .

 TSMC Develops EMIB-Style Packaging to Counter Intel  - Kinsus specializes in producing high-performance semiconductor integrated circuit (IC) substrates.

 ChangXin Memory Technologies Plans Beijing Semiconductor Factory

 China’s CXMT doubles output with new Beijing memory chip plant plan

 Sungho Electronics Issues 100 Billion Won CB for AI Expansion

 Leeno Industrial Strike Deadlock on Wage, Management Rights Demands

 Leeno Industrial Strike Risks Semiconductor Supply as Talks Stall

 TSMC develops EMIB-like packaging to retain AI chip orders amid CoWoS strain

 Morgan Stanley upgrades Korea stocks to overweight, sees 36% KOSPI upside

 KOSPI Dips, KOSDAQ Surges 4% on Sector Shift

 Profit taking in Korea large caps drives rotation into KOSDAQ gainers

 Leading Sectors Poised to Drive KOSPI Recovery Post-Decline

 Korea’s market leaders drive rebound as KOSPI recovers after plunge

 Sungho Electronics issues 100 billion won CB to fuel AI expansion in South Korea

 Leeno Industrial strike deepens as union, management clash over pay and control

 Morgan Stanley Upgrades Korean Stocks to Overweight, 36% Upside

 JOMO Trumps FOMO as KOSPI Crash Fuels Zero-Loss Satisfaction

 KOSPI, KOSDAQ open down 3.6%, 1.36%

 Memory shortage delays Apple's MacBook Air shipments

 Rebellions Supplies Server NPUs for Public AI CCTV

 Rebellions supplies server NPUs to South Korea’s Gyeongnam and Ulsan AI CCTV

 Democratic Party Rejects People Power Party's ETF Probe Demand

 Choi Daniel buys Samsung shares, vows not to check holdings for two months

 Jeonnam-Gwangju Mayor Min Hyung-bae to Present Unified Policy Plan by Early September

 Samsung, SK Hynix Plunge as Kioxia Surges

 Video Interview: ChipAgents CEO on Latest Funding for Agentic AI in EDA  - ChipAgents raises $60M as EDA’s AI gold rush heats up, pitching autonomous chip-design agents over tired copilots. The post Video Interview: ChipAgents CEO on Latest Funding for Agentic AI in EDA appeared first on EE Times .

 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 .

 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

 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.

 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

 Easy Theremin Uses ESP32  - The Theremin is that classic electronic musical instrument that makes those weeee-ohhhhh noises which were so popular in mid-century science fiction movies. Mid-last-century, that is, because this century is just …read more

 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...

 Quantum Photons Survive a 24-Kilometer Journey Through Chicago’s Busy Internet  - Researchers achieved the first real-world demonstration of quantum entanglement over a busy telecommunications fiber network. A single photon carrying quantum information had to travel more than 24 kilometers through an optical fiber already crowded with powerful internet signals. Despite the noise, it...

 GlobalFoundries, Aeluma Among Seven Firms Selected for U.S. DOC Funding  - The U.S. Department of Commerce has signed letters of intent with seven semiconductor technology companies and detailed plans to provide them with $874 million in combined federal incentives to help advance America’s role in the global semiconductor...