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 🌘 🇺🇸 Americas 
🇨🇦  ---  🌑

-5d: Intel200%beat 🟢

-4m: Skyworks Soluti…TBD

-6d: Texas Instrumen…12%beat 🟢

6d: ON Semiconducto…TBD

-4m: QorvoTBD

-24h: Amkor Technolog…-53%miss 🔴

57m: Is Analog Devices (ADI) Trading At A Premium After Its 141% Run?

2h: Sandisk vs. Micron: Which Memory Stock Is the Better Buy for the Second Half of 2026?

2½h: Wedbush raises the bar for two AI storage stocks

3h: Intel (INTC) Stock Sees Fair Value Lift After Q2 Beat And AI Demand Strength\ufffc

3¼h: Microchip's Hailo Buyout Strengthens Edge AI Ambitions: What's Ahead?

3½h: FormFactor (FORM) Q2 Earnings: What To Expect

3½h: Can Intel's Advanced Packaging Tie-Up With Lens Technology Aid Shares?

4h: 3 Dividend Stocks That Are Crushing the Market in 2026

4h: NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

4h: Coherent (COHR) Could Be 29% Undervalued Following Its Recent Pullback

4¼h: FFIV Beats Q3 Earnings Estimates on Systems Strength, Raises View

4¾h: NVTS Q2 Earnings Meet Estimates, Revenues Beat on High-Power Growth

5¼h: Applied Digital Q4 Earnings Beat Estimates, Revenues Rise Y\/Y

5¼h: A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

5½h: Data Center Semiconductor Market to Reach USD 265.8 Billion by 2029, Growing at 25.1% CAGR, Says MarketsandMarkets™

5½h: Micron Stock Dives As Semiconductor Sell-Off Gains Steam

5¾h: Why Sandisk Stock Keeps Crashing

5¾h: Amkor Technology Q2 Earnings Beat Estimates, Revenues Rise Y\/Y

6h: Woodward to Report Q3 Earnings: Here's What Investors Should Know

6h: AMD vs. Intel: Which Is the Better Artificial Intelligence Chip Stock to Own Until the End of 2027?

 Insight: GenAI Assistants and the Premium Car Buyer: Why Spend Outpaces Preference  - Premium vehicle owners are adopting Generative AI assistants at more than double the rate of Non-Premium owners, and they are more willing to pay for the privilege at every price point tested. Yet when forced to weigh AI against nine other in-vehicle technologies, Premium owners' preference for it, while...

 Microchip offers free MPLAB XC compilers for embedded design  - Microchip Technology has removed licensing fees for its MPLAB XC Pro Compilers and MPLAB Machine Learning (ML) Development Suite, making the software available free of charge for individual developers…

 [News] NVIDIA Reportedly Halves Vera Rubin SOCAMM Capacity as Memory Costs Near 29% of System BOM  - Rising memory costs are prompting AI hardware vendors to rethink their product strategies. According to Wccftech, citing analysis from GF Securities, NVIDIA is reportedly reducing the memory capacity of its Vera Rubin NVL72 rack-scale AI system to cope with elevated memory prices and ongoing supply ......

 AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge, Says TrendForce  - According to TrendForce’s latest MLCC industry survey, robust AI demand drove June 2026 shipments from the top three Japanese and Korean suppliers—Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden—to a five-year monthly high. Concurrently, a sustained spillover of consumer-grade MLCC orders...

 Rapid scale-up in data center: The case for distributed optical circuit switching  - Distributed optical circuit switching (dOCS) gives data center operators a rapid scale-up option while the rest of optical roadmap matures. The post Rapid scale-up in data center: The case for distributed optical circuit switching appeared first on EDN .

 Dispersion models describing coupled systems in doped crystals. II. Infrared phonon excitations in GaAs single crystals and phonon-plasmon coupling in Zn-doped GaAs  - …remain physically consistent across the far- and mid-infrared range and demonstrate the applicability of the framework to coupled bound and free excitations in doped semiconductors . The approach provides a quantitative tool for modeling infrared optical properties of GaAs and related photonic materials....

 AI需求爆發 矽格集團加碼20億擴產  - IC封測大廠矽格(6257)持續加碼AI布局,子公司矽格聯測27 召開董事會,通過追加20億元資本支出,主要將用於採購先進測試設備及無塵室升級,以因應未來兩 國際大型美系CPU、GPU設計公司的AI晶片測試需求。此次擴產除可擴大子公司營運規模,也有助紓解母公司目前產能滿載的壓力,反映公司對AI半導體後市維持高度樂觀。...

 EP 185: AMD Advancing AI, Intel Earnings and WFE Demand  - In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where they discuss CEO Lisa Su’s performance, the technical details of the Helios rack-scale architecture, and AMD's strategic fit for inference...

 Warning Shots Fired as AMD Announces New Data Center GPUs  - Red team’s new Helios racks offer 30% more tokens per dollar than Nvidia. The post Warning Shots Fired as AMD Announces New Data Center GPUs appeared first on EE Times .

 Large-scale crystals could revolutionize future OLED displays  - Since the first practical organic light-emitting diode (OLED) was developed in 1987 by Ching W. Tang and Steven A. VanSlyke at Eastman Kodak Company in the U.S., OLED technology has come a long way. The original device used ...

 Joining French OSAT initiative offers opportunities for Nexperia  - Nexperia should become a shareholder in Tessalia. Investing in the French advanced packaging initiative would strengthen Europe’s semiconductor ecosystem while giving the planned Dutch panel-level OSAT a significant head start.

 2026 State of the Industry Report: Historic Growth Amid Intensifying Global Competition  - SIA’s annual State of the U.S. Semiconductor Industry report, released today, provides a snapshot of where the industry stands in 2026: the extraordinary growth underway, the opportunities and challenges ahead, and the policy priorities necessary to sustain U.S. leadership in this vital technology....

 The CEA and Playground Global Sign MoU to Advance Deep Tech Research Toward Global Markets  - The agreement creates a means to bring research from CEA institutes to market, supported by Playground's global network for financing and scaling deep technology ventures.

 TSMC waits, Intel pays for high-NA EUV  - It’s only a matter of time before TSMC starts ordering high-NA tools, is ASML’s message. Once the technology reaches full maturity, high-NA will become more cost-effective than low-NA multiple patterning.

 Quantum sensors are: emerging commercially, expensive, need standards  - Researcher notes that quantum sensors can cost thousands but offer greater stability in measurements of natural forces like gravity

 Intel and SK Hynix Ohio Rumor Confirmed by Ohio Senator  - Similar to TeraFab, there is a lot to this JV/Partnership, and I go over my different scenarios with their pros and cons.

 🌑 🇹🇼🇨🇳 AsiaPac 
🇰🇷🇦🇺 ---  ☀️ +

-20h: SK HynixTBD

-19h: Foxconn Technol…TBD

4h: Samsung Electro…TBD

5h: United Microele…TBD

29h: ASE IndustrialTBD

29h: InnoluxTBD

 Everspin Technologies to Present at the Oppenheimer 29th Annual Technology, Internet & Communications Conference  - CHANDLER, Ariz.--(BUSINESS WIRE)--Jul. 28, 2026-- Everspin Technologies Inc., (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 力成上半 獲利成長增90.3% 每股賺5.5元  - 封測大廠力成(6239)28 舉行法說會,董事長蔡篤恭於法說會表示,公司第二季營運表現符合原先預期,AI先進封裝布局也持續取得重要進展。其中,市場高度關注的AMD AI晶片Fan-Out PLP(Panel Level Packaging)封裝專案,目前均依照既定時程推進,公司有信心成為全球首家量產AI應用Fan-Out...

 IBM acquires HRL to expand quantum roadmap  - IBM has signed a definitive agreement to acquire HRL Laboratories, a long-established US research and development organisation, in a…

 Chip Industry Technical Paper Roundup: July 28  - HW methods to throttle AI; M3D DRAM; interconnect signal-integrity analysis; 3D mask effects in high/hyper-NA EUV litho; compute-in-interconnect and memory; NbAs nanowire interconnects; and 3D conformal thin-film patterning. The post Chip Industry Technical Paper Roundup: July 28 appeared first on Semiconductor...

 KOSPI sinks 10% as semiconductor unwind and leverage selling roil South Korea  - In the market, the recent rise of Chinese memory companies and expectations for localization of semiconductor equipment are seen as further depressing investor sentiment.

 KCTU Demands Public Sector Non-Regular Worker Improvements

 KOSPI Plummets as Samsung, SK Hynix Weigh Heavily

 Samsung, Hynix slide drives KOSPI plunge as Korea eyes Big Tech earnings

 Anthropic CEO Denies Advocating Open-Weight AI Ban

 Amodei rejects open-weight AI ban, urges firm response to China risks

 Oksun Anxious as Samsung, SK Hynix Stocks Plunge

 KOSPI Plunges 10.84% in Fifth Largest Single-Day Drop Since 2000

 중국, DUV 노광장비 양산 착수… ASML 주가 8% 급락

 Tokyo Electron Launches Semiconductor Dream Lab at KidZania Seoul

 Tokyo Electron launches KidZania Seoul lab letting kids make chips

 “어린이 눈높이로 반도체 공정 체험”… 도쿄일렉트론 키자니아 ‘드림랩’ 가보니

 KOSPI, KOSDAQ Circuit Breakers Activated on Plunge

 Korea stocks plunge as KOSPI, KOSDAQ trigger circuit breakers on chip rout

 Korea Zinc Forecasts 600 Billion Won Profit on Zinc, Copper

 Korea Zinc eyes 600 billion won Q2 profit as zinc, copper and FX lift earnings

 ASML Shares Plunge on Chinese DUV Production

 China steps up DUV production, jolts ASML as investors reassess lead

 Mobilint showcases NPU-based security AI at ISEC 2026 in Seoul

 Kospi plunges 8% as South Korea halts trading with circuit breaker

 Dreamtech Launches DS Division, Names Samsung DRAM Expert Lee Sang-jae as Head

 Dreamtech forms DS division, taps Samsung veteran to drive semiconductor push

 Securities Stocks Plunge as Korean Market Crashes

 Korea market plunge sinks securities stocks as KOSPI, KOSDAQ tumble

 Semiconductor Stocks Plunge on Chinese DUV Reports

 KOSPI, KOSDAQ Sidecars Trigger 'Black Tuesday' Plunge

 Mobilint Showcases NPU-Based Security AI at ISEC 2026

 Anthropic CEO Rejects Open-Weight Ban, Warns on Chinese AI

 Semiconductor sell-off drags Nasdaq as Apple reclaims top market cap

 GTX widens Gyeonggi housing divide as Dongtan soars and Unjeong lags

 Housing Price Outlook CSI Hits 5-Year High Despite Regulations

 Apple Reclaims Top Market Cap Spot From NVIDIA

 Secondary Batteries to Lead After Semiconductor Surge

 Capital Region Housing Outlook Hits 4-Year High

 Korea home price outlook hits near 4-year high as Seoul area gains

 New York Stock Market Closes Mixed Amid Semiconductor Sell-Off

 Cadence’s Agentic AI Design Vision Takes Center Stage at DAC  - Explore Cadence IP here AI infrastructure demands are changing what semiconductor design must solve. The challenge is no longer only about creating faster silicon; it is about designing complete systems where silicon, advanced packaging, PCB, power delivery, thermal behavior, and …

 Optically Encoded Suspension Microarrays: Materials, Design Strategies, and Future Directions for Multiplexed Bioanalysis  - …and suitability for clinical implementation. We further examine the strengths and limitations of organic fluorophores, aggregation-induced emission luminogens, semiconductor quantum dots, and upconversion nanoparticles and show that no encoding material is universally optimal and that performance is...

 OpenAI's IPO Filing Meets a Hugging Face Breach as AMD Claims 75% Hyperscaler CPU Share  - OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, a wave...

 Global Thinking  - BEFORE long, every British manufacturer of electronic products will be faced with a key decision: to extend his horizon to global limits or accept the probability of being dangerously crowded […] The post Global Thinking appeared first on Electronics Weekly .

 NVIDIA HGX B300 Benchmarking for AI Infrastructure  - Access TechInsights' NVIDIA HGX B300 benchmarking analysis to evaluate AI infrastructure performance, power, thermal behavior, and multi-GPU scaling.

 MSI and Colorful raise Nvidia RTX 50-series prices in China by up to 59% across the entire lineup — change in distributer pricing suggests GPU price hikes are on the way  - GPU prices seem to be on the rise once again with official distributor announcements in China hiking up the entire Blackwell lineup overnight. Compared to MSRP, we're witnessing a staggering bump of up to 75% at the top-end.

 The security imperative for software-defined vehicles  - The automotive industry has undergone a major transformation, shifting from traditional hardware-centric vehicles to software-defined vehicles (SDVs). Unlike conventional cars, Continue Reading The post The security imperative for software-defined vehicles appeared first on EDN .

 Toward More Compact GaN CMOS Devices for Power Electronics  - As part of the Carnot ePMOS project, a CEA-Leti research team conducted an in-depth study of a key building block of GaN CMOS technology: PMOS transistors. Combining numerical simulations with experimental work, the project delivered significant results that pave the way for reducing the size of GaN CMOS...

 [News] Q2 Memory Earnings Preview: What to Watch From Samsung, SK hynix, and Kioxia  - As AI continues to drive memory demand, the earnings of the world's leading memory makers are drawing close industry attention. According to TechNews, the three major memory manufacturers—SK hynix, Samsung Electronics, and Japan's Kioxia—are all set to report their latest quarterly earnings this......

 [News] TSMC Scales 2nm Capacity as Samsung Wins Major AI Chip Deal with Broadcom  - Samsung has signed an MOU with Broadcom to collaborate across memory and foundry technologies, drawing industry attention to the evolving competitive landscape in the foundry business. According to Wccftech, while TSMC remains the undisputed leader in the global semiconductor market, Samsung's verti......

 Siemens boosts its EDA with Nvidia AI tools and hardware for agentic engineering of PCBs, semis  - Edge applications with sensors rely on circuits built with Siemens’ EDA tools that are being combined with Nvidia infrastructure and software

 CPO’s Biggest Bottleneck Is Not Optics—It Is High-Volume Testing  - Original Article By SemiVision Research [Reading time: 17 mins]

 A Fiber Frozen at -196°C Unlocks a New Way To Store Light  - A frozen-core optical fiber has revealed a powerful new way to control interactions between light and sound. Molten lava hardens into rock as it cools, much as the surface of a lake freezes during a cold winter. In both cases, a liquid becomes a solid, changing physical properties such as density and...

 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
🇩🇪 ---  ☀️ +

6¾d: AmsTBD

-5½d: STMicroelectron…6.9%beat 🟢

-4m: NXP Semiconduct…TBD

6½d: Tower Semicondu…TBD

43h: X Fab Silicon F…TBD

 Reconfigurable AI device preserves long-term memory while acoustic waves reset short-term signals  - A research team led by professor Il Jeon of the Department of Nano Engineering and the Sungkyunkwan Advanced Institute of Nanotechnology (SAINT) at Sungkyunkwan University, including Dr. Sihyeok Kim and Dr. Jang Woo Lee, ...

 Swallowing A Good Yarn  - For decades the techies of Silicon Valley have known that Washington will swallow a good yarn. After all, not many people understand what the techies are up to at the […] The post Swallowing A Good Yarn appeared first on Electronics Weekly .

 AMD unveils rack-scale AI platform and embedded AI processors  - AMD has expanded its AI hardware portfolio with a sweeping set of launches aimed at data centres, enterprise systems and robotics, introducing its first rack-scale AI platform alongside new…

 Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC activates emergency protocols at local fab  - A powerful earthquake struck Japan's Kyushu region at 4:27 p.m. on July 28. The Japan Meteorological Agency initially estimated the quake at magnitude 7.1 with a depth of 6.2 miles (10 kilometers). The strongest shaking was recorded in Uki City and Hikawa Town in Kumamoto Prefecture, reaching seismic...

 Nvidia says agentic AI is reshaping chip system design  - Agentic engineering is reshaping chip and system design and Nvidia is putting itself at the core of this movement with a concerted effort to deliver the tools and libraries designers […] The post Nvidia says agentic AI is reshaping chip system design appeared first on Electronics Weekly .

 [News] China Reportedly Mass-Produces Immersion DUV Tools; SMIC, Hua Hong, CXMT Deliveries Expected This Year  - China's progress in critical chipmaking equipment may be accelerating faster than anticipated. According to Tom's Hardware, citing The Information, a state-backed manufacturer in Shanghai has reportedly started mass-producing immersion DUV lithography machines, with the first systems expected to be......

 Made in America, Built by Taiwan: Inside Trump’s New AI Superchip Supply Chain  - Original Article By SemiVision Research [Reading time: 12 mins]

 Close but Not Quite  - It's not the end of this washout.

 US congressional group plans annual visits to China after trade trip  - The fact-finding mission by members of a congressional advisory body to Beijing, Shanghai and Hangzhou was the first of its kind since 2019

 Narrative: Tablet Forecast 2017–2031 – High Costs Exacerbate Declining Refresh Demand  - The tablet market is entering a tougher phase as the post-pandemic refresh cycle fades and surging memory costs push prices higher. TechInsights forecasts tablet shipments to fall sharply in 2026 and decline again in 2027, even as rising selling prices cushion revenue. The downturn will expose gaps between...

 The American Dream  - 69% of those interviewed by Gallup in the beginning of the year say that they will achieve it in their lifetime. This is in contrast, though, to 54% saying that […] The post The American Dream appeared first on Electronics Weekly .

 HBM is the Ugly Baby: What Now?  - Innovations in memory architecture will save the day.

 Exotic Quasiparticles Promise Next-Gen Interconnects  - New materials grow more conductive as they get smaller, not less

 NVIDIA and Broadcom Begin Volume Ramp of CPO Switches, with Optical Engine Yield and Advanced Packaging Capacity Emerging as Key Expansion Bottlenecks, Says TrendForce  - TrendForce's latest research on the optical communications industry reveals that NVIDIA has begun shipping its next-generation Spectrum-X CPO switch to select partners. Meanwhile, Broadcom is continuing limited shipments of its 51.2T Bailly CPO switch, marking the official transition of co-packaged optics...

 CXMT IPO: Where China’s Largest DRAM Maker Stands?  - CXMT eyes one of China’s largest semiconductor IPOs amid once-in-four-decades memory shortage. The post CXMT IPO: Where China’s Largest DRAM Maker Stands? appeared first on EE Times .

 Preparing For AI-Driven Chip Design And Verification  - Jobs, markets, and economics are undergoing dramatic changes, but it's still too early to know how this will all shake out. The post Preparing For AI-Driven Chip Design And Verification appeared first on Semiconductor Engineering .

 Optical Tech Would Update a Robot’s AI on the Fly  - Projecting light directly onto a chip could stream data using less energy