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🟢 EMEA 🇫🇷🇳🇱🇧🇪 🔴
🇩🇪 --- 🔴
 MARKETS DASHBOARD—Beta testing this now. There are a lot of bugs to iron out, so if you see this note, please don't rely on the accuracy of this data.
  -lithos

 See Every Watt, Save Every Microamp—Even on Low Voltage Rails  - Modern systems require continuous insight into low voltage power rails, and the PAC1721 and PAC1821 deliver accurate, real time voltage, current and power monitoring with power consumption that scales with sampling speed—providing actionable power intelligence without the efficiency penalty.

 The RF-ready GaN-on-silicon with lower parasitic losses  - A new technology reduces parasitic channel losses in GaN-on-silicon while boosting linearity and lowering power consumption. The post The RF-ready GaN-on-silicon with lower parasitic losses appeared first on EDN .

 Business Finland backs Iceye with further €28.3 million grant  - Iceye, the Finnish specialist in satellite-based SAR imagery (Synthetic Aperture Radar), has received a €28.3 million continuation grant from Business Finland. This is Finland’s public innovation agency, and it’s the final tranche of the total investment (€33.8 million). Initial funding of €5.7...

 [News] HBF Spurs Equipment Race; Hanmi Semiconductor Eyes First TC Bonder Deliveries in 2H26  - Back-end semiconductor equipment suppliers are increasingly focusing on High Bandwidth Flash (HBF), a next-generation memory technology designed for AI inference. According to ZDNet, industry sources said that South Korean and international back-end equipment makers have begun developing thermal com......

 Vintage Turntable Gets Brain Transplant and Home Assistant Integration  - When [Marsupial] picked up a vintage Sansusi P-L45 turntable, he figured it would be an easy fix: a few capacitors, a belt or two, and maybe a new cartridge, the …read more

 Trump’s AI order seeks security safeguards without slowing race with China  - Voluntary framework to vet powerful new AI systems up to 30 days before their public release, stopping short of mandating review regulations

 Mitsubishi Electric to Launch Data-provision Service to Accelerate Adoption of Latest Power Semiconductors  - 3-level inverter design and validation data will speed up inverter system development

 NY Creates President & CEO Dave Anderson Featured in Semiconductor Digest Article  - NY Creates President and CEO Dave Anderson shares his perspective on overcoming challenges for the semiconductor industry, the promise of High NA EUV lithography, and the power of collaboration in his recent article in Semiconductor Digest, “Meeting 2nm Node Challenges: Overcoming Scaling Limits Through...

 Webinar | Emerging Materials Redefining the Joint Replacement Market  - Join IDTechEx Technology Analyst Dr Felix Wei on Thursday 11 June for the expert-led webinar, "Emerging Materials Redefining the Hip and Knee Replacement Market". Choose your preferred time zone - the webinar runs three times in one day.

 AMD takes a third of server CPU market as shipments grow  - Intel still owns the room, but Epyc keeps nicking the furniture

 Memory card interfaces keep pace with the internal bus evolution race: Part 1  - Clock speeds get faster. Per-cycle (and per-clock edge) address and data dollops get larger. And protocols get more efficient. But here we’re talking about external, not internal, buses. The post Memory card interfaces keep pace with the internal bus evolution race: Part 1 appeared first on EDN .

 TWSE and Industry Partners Highlight Taiwan's Central Role in the Global AI and Semiconductor Race at COMPUTEX 2026  - featured companies spanning semiconductor, AI infrastructure and those who are critical to the global supply chain, illustrating how access to long-term capital enables sustained innovation and international competitiveness.The first session focused on Taiwan's semiconductor ecosystem, with participation...

 [News] Intel Says 18A May Reach Strong Margins by 2027; Notebook Chips on the Node Mark Fastest Ramp in 5 Years  - Intel is betting heavily on 18A to support the company's turnaround plan. According to The Register, Chief Financial Officer David Zinsner said that early last year Intel faced the challenge of trying to improve both performance and yield at the same time. The company later shifted its focus to stab......

 New 650 V ICeGaN Device for Automotive Applications From CGD Helps Increase EV Range  - CGD's new 650V ICeGaN® device with low on-resistance improving inverter efficiency for reduced thermal management provision and enabling higher frequency switching for system size and weight reduction.

 Huawei Nova Y74 launched with 6620mAh battery, X button, and more  - Huawei has silently launched a new smartphone – Nova Y74 with an impressive design, a massive battery, and a very useful X button. Looking into the...

 [News] Applied Materials Eyes 25% Southeast Asia Hiring Growth, Mostly in Singapore, Advances Packaging Efforts  - Applied Materials is looking to expand its workforce in Southeast Asia. According to Nikkei, Brian Tan, the company's corporate vice president and president for Southeast Asia, said Applied Materials plans to hire at least 1,000 additional employees across the region this year, representing a 25% in......

 The AI factory operating system – How Siemens and NVIDIA are creating the infrastructure for intelligent manufacturing  - We can all cite numerous examples of how artificial intelligence is reshaping global manufacturing at warp speed. Today, several types…

 GlobalFoundries joins U.S. Department of Energy’s Genesis Mission as industry partner  - Partnership paves the way to pair AI-enabled semiconductor design with GF’s U.S. manufacturing platform to bridge the gap from research to prototype for next-generation computing […]

 InchFab Sells $10M Mini Fabs to Democratize Chipmaking  - InchFab's mini fabs are cost-competitive with larger 8-inch wafer fabs at the half-micron and larger nodes. The post InchFab Sells $10M Mini Fabs to Democratize Chipmaking appeared first on EE Times .

 Intel bit off more than it could chew with 18A process node  - CFO Zinsner insists the troubled node was a one-off as 14A stays on track

 Texas Instruments announces CFO transition  - Julie Knecht named senior vice president and chief financial officer; Rafael Lizardi to retire in August 2026

🟢 Americas 
🇺🇸🇨🇦🇧🇷 --- 🔴

 Intel will reportedly upgrade its Wildcat Lake refresh to an 8-core config next year, leak claims — top-end silicon tipped to feature 4 P-cores and 4 LP-E cores as part of 'Core 400' series  - Intel's Wildcat Lake refresh that's supposedly debuting next year will shift focus to a more upmarket audience, only refreshing its Core 5 and Core 7 tiers. The new silicon at the top-end would feature 8 cores, up from 6 cores on Wildcat Lake right now, with the 4 P-cores and 4 LP-E cores. The Core 3...

 Huawei chips refine DeepSeek model in major leap for China’s AI self-reliance  - While Chinese chipmakers have found success in supporting AI inference, they are struggling with the far more complex process of training

 Nexchip carves out BGBM assets to back Wuhu wafer project, refocuses on 12-inch foundry business  - Nexchip Semiconductor plans to carve out its BGBM business by contributing specialised equipment assets to Anhui Ruijing Semiconductor, a newly established power device wafer-processing venture in Wuhu, Anhui Province, as the Chinese foundry seeks to focus capital and management resources on its core...

 AI servers and MLCC recovery drive growth at Ample Electronic

 Anthropic calls for AI research slowdown as model capabilities accelerate

 Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

 Alibaba opens Qwen to KFC, Luckin Coffee, and airlines in AI agent battle

 Infineon India moves up the value chain as AI data centers boost power-chip demand

 Analysis: How Jensen Huang pays top-dollar talent to keep Nvidia on top

 Sambanova challenges GPU dominance in AI inference at Computex

 FADU wins new contracts as AI workloads reshape data storage

 From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead

 Hiwin and Qualcomm bring edge AI to PLP equipment with Load Port tie-up at Computex

 Foxconn posts record May revenue as AI rack demand fuels growth

 NXP chief says factories will lead robot adoption globally

 US officials explore an AI dividend for American households

 Samsung's biggest union loses majority status after bonus talks

 OECD data show China-based semiconductor makers receive outsized industrial support

 Compal's server business surges, non-PC revenue eyes 50% by 2027

 COMPUTEX 2026: Taiwan optics leaders pivot from smartphone bottlenecks to edge AI supply chain

 Foxconn deepens AI push with Intel on inference racks

 HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI

 South Korea finalizes US$520 million on-device AI chip budget amid industry doubts

 India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher

 Nvidia deepens humanoid robotics role with Unitree and Cosmos 3, secures AI chips

 Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

 Infineon sees early quantum computing gains as finance leads adoption

 Meta's delayed Muse Spark API raises questions over AI monetization strategy

 US targets China's PCB grip as AI and defense supply risks mount

 Global semiconductor market to hit US$1.5 trillion in 2026 as memory surges 250%, WSTS forecasts

 GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

 AI demand strains PCB supply chains, lead times stretch past 20 weeks

 Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment

 Foxconn, Intel link chips, racks and systems in AI infrastructure push

 South Korea's only SRAM-CIM IP firm Articron targets edge AI

 RTX Spark rekindles memory shortages, TeamGroup shifts to industrial control

 Hiwin targets logistics automation with Dexterity dual-arm robot

 Local Chinese brands challenge dominant brands in AI glasses innovation; limitations hinder mass adoption

 Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows

 AI energy demand drives a shift to vertical power delivery and smaller modules

 Arm says Taiwan powers its rise as agentic AI lifts PC growth

 TSMC CEO says rising profits mean greater social responsibility, clarifies bonus considerations

 TSMC says AI demand is straining the entire supply chain, not just chipmakers

 CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert

 Commentary: Memory boom driven by DRAM now, but HBM will decide future

 Marvell says SerDes and packaging are key hurdles in switch chip development

 Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

 AI cooling demand is pushing server pumps into sharper focus

 [News] Motherboard and Module Makers Reportedly Expand DDR4 Platforms Amid Rising DDR5 Costs  - Several vendors are reportedly ramping up DDR4 production as demand remains strong. According to Wccftech, higher DDR5 prices are contributing to stronger demand for DDR4 platforms. While DDR4 prices have also increased, they remain significantly lower than those of comparable DDR5 modules. The repo......

 POET Investor Alert - POET Technologies Inc. Stockholders with Large Losses Should Contact Robbins LLP for Information About the Securities Fraud Class Action Lawsuit  - Interposer™, a novel platform that allows the seamless integration of electronic and photonic devices onto a single chip using advanced wafer-level semiconductor manufacturing techniques."

 Netrasemi Brings Up A2000 AI Chip, Begins Customer Evaluation Phase  - Indian startup Netrasemi launched the A2000 AI chip built on a 12-nm technology node. The post Netrasemi Brings Up A2000 AI Chip, Begins Customer Evaluation Phase appeared first on EE Times .

 IBM Launches Global AI Builders Challenge With IBM Bob for University Students, Expanding Availability of IBM Bob to 20,000 Post-Secondary Institutions Worldwide  - IBM (NYSE: IBM) today announced the AI Builders Challenge, a global challenge with IBM Bob – IBM’s new AI-powered development partner – that will help university students build practical AI and software development skills for the future of work.

 Photronics to Participate in Upcoming Investor Conferences  - BROOKFIELD, Conn., June 03, 2026 (GLOBE NEWSWIRE) — Photronics, Inc. (Nasdaq:PLAB), a worldwide leader in photomask technologies and solutions, today announced it will participate in the following upcoming investor conferences:...

 Terrace Free SOI: maximizing usable wafer area  - Terrace Free SOI is available across Okmetic’s 200 mm SOI wafer portfolio, including Bonded SOI (BSOI), Enhanced SOI (E-SOI®), Power Management SOI and High Resistivity SOI wafers. The solution combines increased active area with an edge design optimized for device manufacturing. More dies per wafer...

 Jedec SiC Guidelines improve reliability in WBG power electronics  - JEDEC is publishing two new guidelines around the use of wide bandgap (WBG) power semiconductor materials, such as Gallium Nitride (GaN) and Silicon Carbide (SiC). There is JEP203: Guideline for Short Circuit Evaluation in Power Conversion Transistors. And JEP204: Catalog of Stress Procedures for Silicon...

 TSMC shareholders clear record 2025 results, putting AI capacity roadmap in focus  - TSMC shareholders approved the company's 2025 business report and financial statements at its 2026 annual shareholders' meeting on June 4, giving investors a formal look at a year in which the world's largest contract chipmaker converted the AI semiconductor boom into record-scale earnings.

 LG Innotek targets Intel EMIB substrate chain with SK Hynix samples

 Taiwan test interface maker CHPT rides AI chip orders to record May revenue

 Adlink ramps robotics and edge AI expansion as US market drives growth

 Nvidia's Jensen Huang courts Korean giants in robotics expansion

 Chenbro targets server rack global leadership in 3 years

 Samsung's rumored CIS production shift highlights industry debate over fab ownership

 TSMC chairman dismisses rival cluster pushes, says Taiwan's supply chain remains unmatched

 Tripo AI raises nearly US$200 million to expand 3D and world model research

 Ventec wins spillover high-speed CCL orders, revenue rises

 Foxconn, SK Group eye deeper AI infrastructure ties in Asia

 Qualcomm says Snapdragon C fills entry-level AI PC gap, not tied to Apple

 Huawei's MineHarmony OS links 935 mining devices in China's smart mining push

 Exclusive: How China's subsidized SiC boom is driving global prices to the floor

 Huawei's Tau Law shifts AI chip race to glass substrates, advanced packaging

 Ability wins surprise Japanese OEM camera order, to boost fourth-quarter 2026 revenue

 EU launches Technology Sovereignty Package to strengthen chips, AI, and cloud infrastructure

 Kentec challenges traditional data centers with modular AI data center orders

 Applied Materials to add 1,000 Southeast Asia jobs as Singapore role grows

 The 'Wintel' of robotics? Nvidia allies with Unitree to standardize AI humanoid development

 AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle

 TSMC sees no sign of capex slowdown as demand stays strong

 Southern Taiwan Science Park January-April 2026 revenue tops NT$1 trillion on AI boom

 BYD joins race to build humanoid robots

 TSMC chair says CoPoS could scale within years while downplaying risk from Terafab

 Nvidia's RTX Spark reveals Jensen Huang's bigger AI agent fight with Apple and Google

 Apple's MacBook Neo shines amid PC market memory crunch

 HBM4 supply in focus as SK's Chey meets TSMC's Wei

 NVIDIA Joins the Windows on Arm Ecosystem, Driving Arm-Based AI Notebook Penetration to 34.2% by 2029, Says TrendForce  - TrendForce’s latest research reveals that the current AI notebook market is primarily driven by Intel, AMD, Apple, and Qualcomm. However, as it stands, the industry still lacks products capable of fully demonstrating the value of on-device AI computing at scale and creating compelling upgrade incentives...

 Build 2026: Accumulating evidence of Microsoft’s AI independence  - Abundant use of the AI acronym is increasingly evident at various industry events. Strip away the hype layer and look deeper, however, and interesting trends still emerge into view. The post Build 2026: Accumulating evidence of Microsoft’s AI independence appeared first on EDN .

 New route to tailor-made diamond nanoparticles holds promise for quantum applications  - Nanodiamonds are tiny diamond particles only a few nanometers in size. Because they are chemically highly stable and can host so-called color centers, optically active defects in the crystal lattice, they are considered promising ...

 Littelfuse NANO² SMD 708 fuses for 48 VDC AI datacentres  - Littelfuse's NANO² SMD 708 fuses are small, square, surface mount fuses aimed at compact high-power applications.

 Quantum can become semicon 2.0 for the Netherlands  - Quantum technology now offers the chance to build a second pillar under the Dutch economy, this time centered around Delft and Leiden, argues Anton Duisterwinkel.

 To Boldly Go: The Case for Space Datacenters  - Orbital Compute Model Launch…

 Scaling Nanoribbon Transistors with Monolayer TMDs (Stanford, Chalmers, Horiba, SLAC)  - Researchers from Stanford University, Chalmers University of Technology, HORIBA Scientific, and SLAC National Accelerator Laboratory have published “Scaling nanoribbon transistors with monolayer transition metal dichalcogenides”. Abstract “Nanoscale transistors demand aggressive scaling of all channel...

 Agilex 9 FPGAs power COTS VPX boards  - Altera has partnered with Mercury Systems and VadaTech to expand its Agilex 9 FPGA ecosystem with COTS VPX boards for defense platforms. The post Agilex 9 FPGAs power COTS VPX boards appeared first on EDN .

 I Was Not Bullish Enough on These CPU Stocks  - The CPU business is ramping even faster than expected due to the AI agent megatrend.

🔴 AsiaPac 
+

 Chip Industry Week In Review  - Computex shows AI ecosystem; fully autonomous chip design; Intel targets AI racks; IC market rises; Apple's chiplet era; 4,500 chips per AI server rack; HBM price hikes; quantum IPO, chip and roadmap; SiC guidelines; MXenes; EV outlook; autonomous edge chiplets. The post Chip Industry Week In Review appeared...

 Nanosensor-coated catheters for bladder cancer detection  - A catheter equipped with an annular carbon nanotube sensor array enables real‑time, in situ three‑dimensional chemical imaging of cancer biomarkers, mapping the localization of early-stage tumours.

 Gigabyte packs 40 Intel Lunar Lake PCs in a pizza box  - Who needs one big CPU when you could have dozens of little ones?

 CEO Interview with Daniel Schall of Black Semiconductor  - Dr. Daniel Schall is CEO and Co-Founder of Black Semiconductor. He holds a PhD in graphene optoelectronics from RWTH Aachen University. His work has shaped integrated photonics for over a decade, driving innovation in chip-to-chip communication. As co-founder of Black Semiconductor, his focus is on rethinking...

 Chips Act 2.0 Puts Demand at Center of Europe’s Semiconductor Strategy  - Chips Act 2.0 shifts EU focus from factory subsidies to chip design and demand. The post Chips Act 2.0 Puts Demand at Center of Europe’s Semiconductor Strategy appeared first on EE Times .

 Nvidia CEO and Intel CEO Q&As at Computex  - Jensen Huang and Lip-Bu Tan discuss AI demand and supplies.

 MicroIP and BrainChip Announce Strategic Ecosystem Partnership to Deliver Advanced Edge AI Hardware and Software  - MicroIP and BrainChip Announce Strategic Ecosystem Partnership to Deliver Advanced Edge AI Hardware and Software LAGUNA HILLS, Calif. and HSINCHU CITY, TAIWAN – June 2, 2026 – BrainChip Inc., a leading provider of ultra-low-power, neuromorphic AI semiconductor intellectual property, today announced...

 Nanoparticles inspired by lung fluid improve therapies targeting respiratory system  - The CIC biomaGUNE Center for Cooperative Research in Biomaterials has developed pulmonary surfactant nanoparticles (the blend of lipids and proteins that line the alveoli and enables breathing), which are encapsulated in ...

 Computex 2026  - Computex 2026 COMPUTEX is a leading global exhibition focused on AIoT and startups. The expo will theme “AI Together”, featuring the latest tech trends: AI & Computing, Robotics & Mobility, and Next-Gen Tech. Recognized for its adaptability to industry changes. Join us together with Micro IP in Taipei...

 How tuning atomic order and surface chemistry can shape MXenes  - Scientists at the U.S. Department of Energy's (DOE) Argonne National Laboratory are helping show what it means to design a material almost atom-by-atom. In two publications, scientists show they can carefully choose the types ...

 TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes  - TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer demand. This is an opportunity for Intel, though, as companies desperate to get their hands on advanced chips might be willing to...

 Alchip Accelerates on AI ASIC Demand  - Alchip Technologies reported improved financial results for the first quarter, reflecting continued momentum in advanced artificial intelligence (AI), high-performance computing (HPC), and custom ASIC demand. The company cited stronger customer engagement in leading-edge semiconductor designs and accelerating...

 AI job cuts lift April US layoff plans 38%  - AI job cuts became the largest stated reason for US layoff announcements in April, as employers announced 83,387 planned cuts,…

 Ultra-Stable Semiconductor Laser  - Simon Ayotte, Principal Scientist – Lasers and Photonics, indie’s Photonics BU The LXM is a compact semiconductor laser module exhibiting world-class linewidth and frequency noise performance, surpassing even high-end fiber lasers, as detailed in the white paper Rethinking Laser Performance: Advancing...

 Melexis introduces the world’s first 2-wire 2-bit Hall switch  - Melexis unveils the MLX92344, a PCB-less 2-wire Hall switch for contactless detection of up to four positions, enabling smaller, safer and more flexible automotive body electronics.

 Detection at the nanoscale: A phosphate-detecting electrochemical sensor  - Graphene, the "wonder material," has shaped much of Suprem Das's research career. From nano-manufacturing to advanced printing for applications such as sensing and energy, Das is committed to finding graphene solutions with ...

 EU Chips Act 2.0 draft drops front-end manufacturing priority  - Boosting semiconductor demand is a key new feature in the new EU Chips Act, which the European Commission outlined on Wednesday.

 Mitsubishi Electric to Ship 5th-generation SiC-MOSFET Bare Die Samples  - Industry-leading low on-resistance, approx. 25% less than existing products, enhances xEV power efficiency

 Wiwynn and Shinwa Controls Announce Strategic Collaboration to Deliver Advanced Next-Generation Data Center Cooling Solutions  - high-precision thermal control and advanced infrastructure systems with proven high field reliability which have been matured for decades in the stringent semiconductor fab industry. Building upon three years of intensive joint engineering, validation, and product co-development, the partnership delivers...

 800VDC could reshape data center power markets as regulation and supply chains lag  - Data center power systems are nearing a major transition as GPU rack densities rise toward the 600 kW range. A new report from SemiAnalysis said 800VDC direct-current distribution is moving beyond hyperscale trials and could alter how data centers are built, powered, and regulated.

 MIT Engineers Solve a Major Lidar Problem That Has Stumped Researchers for Years  - A new MIT-designed lidar chip uses specially engineered antennas to reduce interference and widen the sensor’s field of view. From self-driving cars navigating busy streets to drones surveying disaster zones, lidar has become one of the most important technologies for helping machines perceive the world...

 Next-generation computing relies on extremely thin semiconductors—now there's a better way to make them  - The ability to develop extremely thin semiconductors is key to advancing the fields of electronics and computing. But so far, there's been a trade-off between the quality of these semiconductors and the ability to make them ...

 The Chip Insider®–Huawei’s Strategic Assault on Moore’s Law  - Discover how Huawei’s LogicFolding push reframes Moore’s Law, spotlighting speed through advanced packaging amid rising cost, thermal, and EDA challenges

 Triply simply sequence supply voltages  - This circuit design for power supply on/off sequencing uses Schmidt triggers for triple-positive-rail timing purposes. The post Triply simply sequence supply voltages appeared first on EDN .

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