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 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 
🇮🇱  ---  🌑

5½d Jenoptik

↺89h Ams-133% miss 🔴

↺37h Infineon Techno…

↺74h Tower Semicondu…

30m: Rashi Peripherals Forms Semiconductor JV With Japan’s Restar

32m: SK Hynix Invests 54 Trillion Won in Yongin, Cheongju Semiconductor Plants

46m: SK hynix to invest W54tr in new Yongin, Cheongju fabs

52m: Rashi Peripherals announces JV with Japan’s Restar

58m: Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by 55 North Private Wealth LLC

60m: Kubos Semiconductors Raises $2.1M: Week in Brief: 8/7/26 | Business | Aug 2026

60m: Avior Wealth Management LLC Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

65m: Wah Hong speeds AI cooling and semiconductor materials push with Taoyuan pilot line

67m: BofA initiates Tower Semiconductor stock with buy on AI data center growth

81m: Chip Industry Week in Review

83m: Bank of America Corp DE Sells 240,684 Shares of Tower Semiconductor Ltd. $TSEM

1¾h: Sungkyunkwan University Student Develops Semiconductor Technology for AI Drone Identification

2½h: Filter Fabric Joining Hardware Kits Market to Reach 170 Index by 2035 on Semiconductor Cleanroom Build-Out

2½h: Elon Musk Unveils Terafab Semiconductor Plant in Texas for Tesla (TSLA) and SpaceX

2¾h: Ground Silica Sand Market 2035: Semiconductor Packaging Demand Drives 4.6% CAGR Growth - News and Statistics

3h: Global semiconductor sales jump 35% in Q2 2026 ...

3h: SEMICON West heads to Phoenix in spring 2027 ...

4h: Taiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.

4¼h: How Will Intel Really Be Able to Beat TSMC in The Next Year?

4¾h: Global Chip Sales Up 35% in 2Q 2026

4¾h: Indie Semiconductor Q2 FY26 slides: revenue jumps 24%, losses narrow

5h: US Semiconductor Materials Stocks Gaining Attention After New Polysilicon Tariffs

5½h: Stanley Druckenmiller Holds Taiwan Semiconductor After Its Q2 Beat, Betting Chip Demand From Nvidia and AMD Keeps Growing

5½h: indie Semiconductor Q2 Earnings Call Highlights

5½h: 1.65 Billion RMB Acquisition Deal: Leading Sichuan Power Semiconductor Enterprise to Be Fully Acquired

6h: TOREX-SEMICONDUCTOR

6h: Torex Introduces Automotive AEC-Q100 Grade 1-Compliant 36V/600mA Compact Step-Down DC/DC Converter XD9704/XD9705 Series

6¼h: Enterprise value to EBITDA forward of Shenzhen Leading Semiconductor Industry Co Ltd Class A – SSE:603991

6¼h: Scaling AI in semiconductor manufacturing hinges on operational reliability and workforce readiness

6½h: Earnings call transcript: Indie Semiconductor tops revenue view in Q2 2026

6½h: GE Appliances expands U.S. semiconductor sourcing with Texas Instruments partnership

6½h: SpaceX and Tesla Invest $16.8B in AI Semiconductor Factory Teraf

6¾h: SpaceX Selects Grimes County for Massive Terafab Semiconductor Campus

7h: Semiconductor parts maker Dongwon Parts seeks KOSDAQ listing

7¼h: Should Investors Buy Micron Stock Instead of Taiwan Semiconductor Stock?

7¼h: Trump unveils trade actions to protect key solar and semiconductor material

8h: SolarEdge Stock And 2 US Chip Plays Worth Watching After New Tariffs

8h: Advantest: AI Inference Is Turning Semiconductor Test Into A Structural Toll Road (ATEYY)

8¼h: Semiconductor Bonding Market Expected to Grow at 4.35% CAGR and Reach USD 1.86 Billion

8¾h: Lattice Semiconductor (LSCC) Posted Record Q2 Results, Is The Stock Still Undervalued?

8¾h: KAIST develops ‘chameleon AI semiconductor’ with programmable response speeds

9h: Editorial: Labor Minister’s Narrow View Threatens Korea’s Chip Strategy

 Lumilens raises $900m  - Two year-old Lumilens, the optical transceiver specialist, has raised a $700 million Series C bringing total funding up to $900 million. The round included investment from: Addition, Aiconic, Alkeon, Atreides […] The post Lumilens raises $900m appeared first on Electronics Weekly .

 No InP, No Optical Transceiver ?!  - Original Article By SemiVision Research [Reading time: 7 mins]

 Prediction Seduction  - 79% of prediction-market users are losing money, and half (51%) are betting with funds they borrowed, says a report from BadCredit.org. ‘Because Kalshi, Polymarket, and PredictIt have exploded this year, […] The post Prediction Seduction appeared first on Electronics Weekly .

 How Advantech and NXP's RW612 are Making Industrial IoT Connectivity Smaller and Smarter  - Advantech's AIW-411 wireless MCU module, powered by the NXP RW612, delivers secure Wi-Fi 6 and Bluetooth LE 5.3 connectivity in an ultra-compact OSM Size-0 form factor.

 AlixLabs Expands Footprint at RISE ProNano in Lund by 400 Square Meters  - AlixLabs AB, a Swedish semiconductor technology company pioneering Atomic Pitch Splitting, APS, today announced that it is expanding its cleanroom space at the Lund-based RISE ProNano lab by 400 square meters. The post AlixLabs Expands Footprint at RISE ProNano in Lund by 400 Square Meters appeared first...

 Thermal Management Strategies for Next-Generation AI Chiplets and Photonic Integrated Circuits  - AI accelerator packages that dissipated 300-400W in 2020 routinely exceed 700W today, with roadmaps pointing past 1,000W — while the photonic ICs increasingly co-packaged alongside them need temperature stability measured in tenths of a degree. The post Thermal Management Strategies for Next-Generation...

 Korea in Race to Keep Chips Edge as China Presses, Minister Says  - South Korea risks losing its edge in semiconductors unless it helps chipmakers accelerate investment, as China pours unprecedented resources into the industry and intensifies the global technology race, Industry Minister Kim Jung-kwan said.

 SpaceX to Build Natural Gas Power Plants for Texas Chip Factory  - SpaceX plans to build its own power plants to support the massive semiconductor manufacturing facility it’s developing in Texas with Tesla Inc.

 MACOM Reports Fiscal Third Quarter 2026 Financial Results  - LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended July 3, 2026.

 [Post-$] Astera Labs is a Switch Company in Connectivity Clothing  - ALAB is a copper play with high growth switches, CXL opportunities and optics dreams.

 GlobalFoundries Posts Results, Makes Another Acquisition  - GF has completed the acquisition of Photeon Technologies’ integrated voltage regulator (IVR) business

 Why Memory & Storage Have Become AI's Most Strategic Infrastructure Layer  - Traditional enterprise applications were rarely constrained by memory bandwidth. Storage capacity and processor performance generally scaled together, and commodity DRAM followed predictable pricing cycles driven by supply and demand.‍ See how AI changes that equation entirely.

 China’s MLCC supply chain expanding rapidly amid surge in global AI demand  - Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity

 Industry, labor ministers clash over 52-hour workweek exemption in 'special' zones  - Industry, labor ministers clash over 52-hour workweek exemption in 'special' zones The industry chief said the cap stands in the way of growth, citing an experience in China, but his labor counterpart said Korean firms are doing fine as is. 8/6/2026 - 04:41 AM News Team

 Beyond the Fab: Building Europe’s Next Generation of Semiconductor Champions  - Europe's next semiconductor champions will emerge from design expertise, customer knowledge, and IP—not manufacturing capacity alone. The post Beyond the Fab: Building Europe’s Next Generation of Semiconductor Champions appeared first on EE Times .

 Sandisk Reports Fiscal Fourth Quarter 2026 Financial Results  - "We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth ...

 Korea’s June current account surplus hits another record on chip exports  - Korea’s June current account surplus hits another record on chip exports Bank of Korea data showed June’s current account surplus climbed to a record $49.73 billion as semiconductor and IT exports surged to new highs. 8/5/2026 - 08:10 PM

 Scientists Expose Hidden Quantum Identity of a Superconductor  - Two strongly coupled superconducting states can disguise themselves as a single energy gap in ultrathin materials. Two ultrathin superconductors appeared to have a simple internal structure, but closer measurements revealed something more complex. Instead of relying on one superconducting state, each...

 McClean Report June 2026: Q2 Semiconductor Market Forecast Update  - The semiconductor industry is entering an extraordinary growth phase, driven primarily by artificial intelligence infrastructure and the severe supply constraints surrounding advanced logic and memory devices. According to the McClean Report’s June 2026 update , the global semiconductor market is forecast...

 BMICs enable scalable battery monitoring  - Two battery monitoring ICs from Nuvoton, the KA49703A and KA49713A, are designed for battery backup units used in AI servers. The post BMICs enable scalable battery monitoring appeared first on EDN .

 QED Technologies Completes $18.7M Expansion  - QED Technologies International has completed a planned expansion to its operations. The company, as previously announced, has added 20,000 sq ft to its University Avenue facility in the Rochester. The manufacturer of advanced capital equipment for precision optics fabrication and metrology has also established...

 Researchers make air-stable, ultrathin superconductors, for more scalable quantum devices  - A new technique produces wafer-scale samples, overcoming a major roadblock to using these materials in quantum technologies.

 GPU-Accelerated Differentiable Framework Resolving Trade-off Between Speed and Accuracy in Switching Power Analysis (Duke, Synopsys)  - Researchers from Duke University and Synopsys published a technical paper titled “DiffPower: GPU-Accelerated Differentiable Switching Power Analysis and Optimization.” Abstract Excerpt: The paper presents DiffPower as “a GPU-accelerated framework for differentiable power analysis and optimization....

 A century-old warning from radio: Is AI listening?  - A century-old warning from radio: Is AI listening? The rise and crash of RCA shows how leverage, not technology, can turn an AI investment boom into financial instability. 8/5/2026 - 11:00 AM Opinion Desk

 HP buys CXMT DRAM  - HP, Asus and Acer have started to use CXMT memory, reports the Nikkei. The notebooks using CXMT chips are not for sale in US markets because CXMT is on the […] The post HP buys CXMT DRAM appeared first on Electronics Weekly .

 Infineon forecast surges on AI datacentre PMIC demand  - Infineon had fiscal Q3 (calendar Q2) revenue of €4.172 billion for a profit of €797 million, at a margin of 19.1%. For the current quarter revenue is expected to rise […] The post Infineon forecast surges on AI datacentre PMIC demand appeared first on Electronics Weekly .

 A week full of E-Power  - Panasonic invites you to E-Bike Week in Carinthia, Austria

 Exclusive: Apple is Scrambling for DRAM Weeks Ahead of Ultra, iPhone 18 Launch  - [Exclusive] Severe memory shortages are leaving processor wafers on the shelves awaiting packaging, putting pressure on suppliers

 China Accounts for 56% of Global Optical Module Manufacturing; Short-Term Supply Chain Decoupling Unlikely Under Potential U.S. Restrictions, Says TrendForce  - According to recent media reports, the U.S. Federal Communications Commission (FCC) is drafting a proposal that would expand its Covered List to restrict imports of new-model optical transceivers manufactured in China. TrendForce notes that since the proposal has not yet been officially released, several...

 [Market Memo] Orange Man Attempted Chinese Transceiver Ban  - A not-so-gentle prod to the hypsercalers.

 Jamie Urquhart (1957-2026): Friendly, Supportive, Right to the End  - Arm co-founder Jamie Urquhart backed chips, startups, and people to the end—read how his quiet force shaped an industry. The post Jamie Urquhart (1957-2026): Friendly, Supportive, Right to the End appeared first on EE Times .

 2026-2027 CMR SOD Precursors  - A comprehensive Critical Materials Report (CMR) on SOD precursors (dielectrics) for the semiconductor industry for 2025-2026 including supply chain and market analysis.

 Samsung’s zHBM & zNAND Signals a New Era of 3D AI Chip Architecture  - Original Article By SemiVision Research [Reading time: 12 mins]

 Magnetic-field control of Fermi polaron fine structure and polarization in strained monolayer semiconductors  - The theory of attractive Fermi polaron energy spectrum fine structure and polarization in doped two-dimensional semiconductors in external magnetic field is developed. Fermi polaron g g factor renormalization due to correlations with the valley-polarized Fermi sea of resident charge carriers is calculated....

 🌔 🇺🇸 Americas 
🇨🇦 ---  🌔 +

↺37h Western Digital-53% miss 🔴

↺37h Everspin Techno…-400% miss 🔴

↺13h Microchip Techn…-71% miss 🔴

↺43h Globalfoundries9.4% beat 🟢

↺37h Skywater Techno…

↺85h ON Semiconducto…2.8% beat 🟢

5½d Coherent

4½d Lumentum

 Turku researchers demo solid-state organic laser microcavity fabricated entirely by solution processing.  - Researchers at the University of Turku have demonstrated a solid-state organic laser microcavity fabricated entirely by solution processing. The device operates in the strong light–matter coupling regime, where light and […] The post Turku researchers demo solid-state organic laser microcavity fabricated...

 Qinetiq teaches cyber security education to 200+ students  - QinetiQ has delivered the National Cyber Security Centre’s ‘CyberFirst Advanced’ course to over 200 students across the United Kingdom, helping to upskill and inspire the next generation of cyber and […] The post Qinetiq teaches cyber security education to 200+ students appeared first on Electronics...

 Wistron rumored to win Oracle AI server order as new customers expand  - Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order from Oracle, underscoring Taiwan ODMs' growing role in AI server manufacturing as demand surges and production becomes...

 Global Handset / Smartphone / Feature Phone Sales Forecast for 88 Countries: 2007 to 2031  - In 2025, global smartphone sales grew by 0.7% to 1.17 billion units, boosted by emerging markets in Africa and the Middle East, and the Asia Pacific. However, the upward trend is expected to be interrupted by significantly higher sales prices this year. AI demand has been snatching up chip vendors' memory...

 Telechips Returns to Profit in Second Quarter on Strong IVI Chip Sales  - Telechips returned to profitability in the second quarter of 2026, driven by increased sales of in-vehicle infotainment (IVI) chips.The company said on Aug. 6 that second-quarter revenue rose 33.6% year over year to 59.2 billion won. Operating profit came in at 3.18 billion won. Operating margin imp

 Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers  - Work will focus on persistent MRAM for metadata management, log data, write buffering and cache functions. The post Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers appeared first on Semiconductor Digest .

 Conference Report: Hybrid Bonding Advances at ECTC Meeting  - Dave Lammers surveys how Applied Materials, EV Group, imec, ITRI, Leti, and Tokyo Electron are pushing hybrid bonding past its current limits. The post Conference Report: Hybrid Bonding Advances at ECTC Meeting appeared first on Semiconductor Digest .

 Snowflake extortionist admits 165-victim cloud crime spree – and squeezing one target twice  - Connor Moucka pleads guilty over sprawling 2024 campaign that looted billions of records

 IC Cost and Price Model  - The IC Cost and Price Model is an end-to-end cost and pricing model for low-power silicon integrated circuits. This model is a manufacturing simulator of wafer fabrication, assembly, and testing. It provides quantitative insights into prices and cost categories including equipment, materials, facilities,...

 Trump Order Sets 15% Tariff on Polysilicon, Solar Panels  - President Donald Trump ordered new tariffs as well as price floors on imported polysilicon used in semiconductors and solar panels, warning that US reliance on foreign supplies threatens national security.

 Apple Acquires Materials Engineering Specialist PlasmaSolve  - Apple has acquired PlasmaSolve, a Czech materials engineering company. According to the European Commission’s Digital Markets Act database, the acquisition occurred in April. PlasmaSolve creates reliable and faithful digital twin models for...

 New Audio SoCs Combine Bluetooth HDT with Dual-RF Technology  - Ceva and Actions Technology have expanded their longstanding partnership with the introduction of the ATS296X series, a new family of Bluetooth audio chips designed to bring High Data Throughput technology into commercial wireless products. Powered by the Ceva-Waves Bluetooth HDT platform, the series...

 Creating Pathways to Semiconductor Careers: Intel Launches SEPP  - Intel-funded initiative expands education-to-career pathways across key U.S. semiconductor regions

 Samsung Debuts New 3D HBM, Flash Memory Technologies  - At the FMS conference, the company unveiled several next-generation 3D memory technologies

 Fable: Not A High Flyer  - This was not a high-flier: Moral: All that flies does not fly high The post Fable: Not A High Flyer appeared first on Electronics Weekly .

 5 Benefits of Partnering With a U.S. Semiconductor Foundry  - Semiconductors sit at the center of modern life. They power vehicles, industrial automation, communications infrastructure, AI data centers, defense platforms, medical technologies, and countless systems that people and organizations depend on every day. As demand…

 Drones and more: Bans that harm customers and don’t actually close the door  - Attempted prohibitions of foreign-sourced products based solely on theoretical claims only invites domestic-supplier favoritism accusations. The post Drones and more: Bans that harm customers and don’t actually close the door appeared first on EDN .

 穩懋7 營收創逾四 高 Q3光通產品出貨放大  - 受惠光通訊產品成長強勁,砷化鎵晶圓代工龍頭廠穩懋(3105)業績報喜,7 營收18.92億元, 增7.03%、 增31.18%,創四 半來新高;今 累計前七 營收正式突破百億元大關、達117.39億元, 增33.42%。隨著美系高階手機發表、光通新品步入量產,公司看好,第三季營收將季增逾1成。...

 Second-tier foundries' repair rally lifts margins back to 30%  - The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The shift is showing up clearly in margin trends across the industry.

 First-principles predictions of carrier mobility with record accuracy using GW perturbation theory  - …couplings when solving the ab initio Boltzmann transport equation yields a mean absolute relative error of just 11% for electron mobilities across benchmark semiconductors , including Si, GaAs, GaP, diamond, and SiC. The common practice of neglecting GW corrections to the electron--phonon interaction...

 Integrated power and signal connectors for humanoid robots  - Molex is sampling MiniMix Hybrid Power and Signal Connectors for manufacturing and packaging applications in humanoid robotics, autonomous mobile robots (AMRs) and industrial automation. Combining 15.0A power and high-speed Ethernet […] The post Integrated power and signal connectors for humanoid robots...

 Everspin Reports Unaudited Second Quarter 2026 Financial Results  - CHANDLER, Ariz.--(BUSINESS WIRE)--Aug. 5, 2026-- Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of Magnetoresistive Random Access Memory (MRAM)…

 Breakthrough in Quantum Dot Surface Defect Repair: Enabling Ultra-High Efficiency and Long-Life QLEDs  - Steric hindrance of long-chain ligands leads to abundant unpassivated dangling bonds on quantum dots (QDs), which significantly impair the efficiency and operational stability of QD light-emitting diodes (QLEDs), especially in ultra-small pixel devices. Professors Fushan Li and Hailong Hu at Fuzhou University...

 Engineered atomic interface opens a new path for atomically thin transistors  - For more than 10 years, atomically thin semiconductors have been considered among the most promising alternatives to silicon. Only a single atom thick, these materials possess strong electrical characteristics and could facilitate ...

 Silicon Photonics MEMS-based Optical Switch Using a Zero-Change Foundry–Compatible Process (UC Berkeley)  - Researchers from UC Berkeley published a technical paper titled “Zero-change foundry compatible silicon photonics MEMS optical switch.” Abstract Excerpt: The paper demonstrates a broadband silicon photonics MEMS switch with “more than 30 dB extinction ratio” using a “zero-change foundry compatible...

 SpaceX beats expectations  - Space X had Q2 revenues of $7.8 billion up from $4.1 billion in Q2 2025 in its first quarterly results announcement since its IPO. Losses narrowed to $143 million from […] The post SpaceX beats expectations appeared first on Electronics Weekly .

 Astute signs Reyax  - Astute Group has signed a new franchise agreement with REYAX Technology. REYAX’s range covers LoRa and LoRaWAN, Bluetooth Low Energy, Wi-Fi, cellular and NB-IoT, NFC and RFID, GPS/GNSS, ultra-wideband (UWB), […] The post Astute signs Reyax appeared first on Electronics Weekly .

 Single-atom-based electrode significantly expands operating voltage window of aqueous supercapacitors  - A research team led by Jung Kyu Kim, a professor in the Department of Chemical Engineering at Sungkyunkwan University (SKKU) (co-first authors: Ph.D. candidates Dong Zhang and Jong Hun Kim), in collaboration with Min-Cheol ...

 Hz to 4-20mA or 0-20mA current source is compatible with grounded loads  - Minimal circuit converts input frequency to a precision current source that also accommodates grounded inputs. The post Hz to 4-20mA or 0-20mA current source is compatible with grounded loads appeared first on EDN .

 Korea to retain memory chip lead through 2031 on Samsung, SK hynix investment: Yole Group  - Korea to retain memory chip lead through 2031 on Samsung, SK hynix investment: Yole Group Yole Group says strong Samsung and SK hynix investment should keep Korea ahead even as AI demand shifts and Chinese rivals narrow the technology gap. 8/5/2026 - 02:03 AM News Team

 UV LED reaches 19% wall-plug efficiency at 298nm  - Regrowth-free device achieves 0.066° divergence beam.

 On-site Report from the Murata Manufacturing Booth at the Automotive Engineering Exposition 2026: Showcasing Technologies for the New Mobility Society  - On May 27, 2026, Murata Manufacturing (hereinafter "Murata") exhibited at the Automotive Engineering Exposition 2026. This exposition is the largest automotive technology exhibition in Japan. At the exhibition, we showcased technologies with a view to the next-generation mobility society. Here, we introduce...

 Hybrid Computing Framework Looks Beyond Peak TOPS/W For AI Efficiency (Nottingham Trent, ICL, Aston)  - Researchers from Nottingham Trent University, Imperial College London, and Aston University published a technical paper titled “Beyond Peak TOPS/W: A System-Level Perspective on Hybrid Digital, Analogue and Neuromorphic Computing.” The paper contends that “hybrid digital–analogue computing represents...

 The lidar robotaxi debate continues, updated by Waymo’s Dolgov  - Waymo co-CEO Dolgov didn’t name Tesla, but defended camera, lidar and radar as a requirement for its robotaxis

 🌑 AsiaPac 
+

↺32h Foxconn Technol…

↺8h Innolux

 Gemini is Cooked but GCP is Cooking  - or why DeepMind's long term failure is GCP's short term gain…

 Former Coherent CEO Chuck Mattera joins Uviquity as strategic advisor  - Firm scaling and commercializing integrated AlN photonics platform

 Alphabet Issues $25 Billion Bonds for AI Infrastructure  - Amazon, Meta, Microsoft, and Oracle have also issued corporate bonds to fund AI data centers and semiconductor investments.

 AMD buys Taalas  - AMD is to buy Taalas, the Canadian inference chip specialist. The acquisition strengthens AMD’s long-term AI roadmap with differentiated inference technology Last February Taalas raised $169 million taking total funding […] The post AMD buys Taalas appeared first on Electronics Weekly .

 2026 a pause not a peak, says Yole  - 026 is a pause, not a peak in the RF market, says Yole. Smartphones slow the market down. Defence and automotive pick up the pace. 6G and satellites open a […] The post 2026 a pause not a peak, says Yole appeared first on Electronics Weekly .

 Trump signs proclamation imposing 15% tariff on polysilicon derivative products  - Trump signs proclamation imposing 15% tariff on polysilicon derivative products The proclamation, set to take effect at 12:01 a.m. on Dec. 4, also includes imposing minimum import prices on polysilicon and its derivatives. 8/6/2026 - 11:41 PM

 텔레칩스, 2분기 영업익 32억원...3분기 연속 흑자  - 차량용 반도체 설계 기업 텔레칩스가 2분기 실적 개선세를 이어갔다. 텔레칩스는 2분기 연결기준 영업이익 31억 8000만원을 기록했다고 6일 공시했다. 전년 동기 35억 500...

 AI Chip Startup Taalas Acquired by AMD  - AMD plans to use Taalas chips alongside its GPUs for AI inference, likely as an LLM decode accelerator. The post AI Chip Startup Taalas Acquired by AMD appeared first on EE Times .

 SEMI Applauds Statement from Senators Crapo and Wyden Supporting U.S. Tax Credit for Semiconductor Manufacturing  - Following Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) reaffirming support for the Section 48D Advanced Manufacturing Investment Credit (AMIC), SEMI today released a statement from its President and CEO Ajit Manocha commending the action on behalf of the semiconductor...

 Roger Grace MEMS report validates the rising role of AI  - Dozens of thought leaders in the 2025 Roger Grace MEMS Commercialization Report Card described the dramatically increasing role of AI as MEMS technology has reached mature status after years of growth. The experts' aggregate grade was B-minus, the same as the prior three years.

 How the AI Chip Boom Is Reshaping South Korea’s Markets, Economy and Society  - Semiconductor workers are the new social elite as the country finds itself in the epicenter of the artificial intelligence boom.

 Trump Readies Tariffs and Price Floor to Help US Polysilicon  - President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.

 White Paper: The Semiconductor Foundation of Modern AI Data Centers  - Artificial intelligence AI has become one of the most significant drivers of semiconductor innovation in history. While AI applications often receive the most attention, the underlying hardware infrastructure that enables AI consists of a highly sophisticated ecosystem of semiconductor technologies. Modern...

 Practical AI: Don’t Work Harder; Work Smarter  - For the past three years, almost every discussion I’ve had about AI processors and accelerators has eventually devolved into someone jumping up and down (metaphorically speaking) waving around bigger and bigger numbers: more parameters, more memory bandwidth, more TOPS, more… well… you name it,...

 2025 Rivian R1T Gen 2 Autonomy Experience Module Deep Dive Teardown  - The 2025 Rivian R1T Gen 2 Autonomy Experience Module (AXM2.0) is the dedicated in-cabin compute and interface unit that supports Rivian’s second-generation infotainment and driver-assistance experience. In Gen 2 R1 vehicles, it works as part of the Rivian Autonomy Platform, which adds new perception...

 Thailand and Malaysia: The AI supply chain's hidden beneficiaries  - Thailand and Malaysia: The AI supply chain's hidden beneficiaries The two Southeast Asian markets have exhibited lower volatility: While the Kospi fell 32 percent from its peak, the declines in Thailand and Malaysia were less than half that magnitude. 8/6/2026 - 11:00 AM Opinion Desk

 Will the Match Act trigger another ‘Greenland moment’ for the EU?  - The Netherlands and the EU will soon have to decide whether safeguarding technological sovereignty calls for the same resolve shown in defending Greenland’s territorial sovereignty.

 HPE extends validity of quoted hardware prices, possibly for months  - Suggests Big Green knows its component prices will remain steady

 Hardware Design and Security in the Era of Chiplets and LLMs  - The semiconductor industry is undergoing a dual revolution: the shift toward heterogeneous 2.5D chiplet systems and the integration of Large Language Models (LLMs) into Electronic Design Automation (EDA) flows. While these paradigms offer unprecedented benefits in yield, modularity, design productivity,...

 Skyworks’ Mobile revenue drop offset by automotive and data-center growth  - New capital allocation framework and $2bn debt financing to support Qorvo merger

 WD Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Western Digital Corporation (Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2026 financial results for the period ended July 3, 2026.

 NVIDIA’s Vera Whitepaper Has a Thread Loose ...  - Hello you fine Internet folks, ...

 The Chip Insider®– Dr. Strange-AI-Guys, or How I Learned to Stop Worrying and Love AI  - Inside G. Dan Hutcheson’s latest analysis, the AI-driven semiconductor boom reveals more than surging chip demand, highlighting how structural industry shifts, hyperscaler growth, and the end of Moore’s Law are reshaping the market far beyond typical cycle concerns

 CoreWeave Signs Multi-Year Agreement With Solidigm to Strengthen Its Integrated AI Cloud Platform  - CoreWeave, Inc. (Nasdaq: CRWV), announced a multi-year strategic agreement with Solidigm for priority access to enterprise SSD capacity supporting CoreWeave’s AI cloud platform.

 Processing-in-Memory Simulator Supporting 11 Memory Technologies (Riken, Keio,Los Alamos, ORNL)  - Researchers from RIKEN Center for Computational Science, Keio University, Los Alamos National Laboratory, and Oak Ridge National Laboratory published a technical paper titled “PIMID: A Full-System Simulator with Intricacy and Diversity for Processing-in-Memory.” Abstract Excerpt: “Processing-in-Memory...

 Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form  - Let our content come straight to you! Easily digestible newsletter emails straight to your inbox. And all the newsletters are mobile optimised. The post Get Mannerisms, Gadget Master, the Daily and the Weekly, in newsletter form appeared first on Electronics Weekly .

 Safeguarding Fab Throughput with AI-Augmented Data Insights  - Discover how a Al-infused visual analytics platform empower engineers to solve complex manufacturing challenges for faster root cause analysis. The post Safeguarding Fab Throughput with AI-Augmented Data Insights appeared first on EE Times .

 Optical transceivers may follow US import bans on robots, routers, inverters and drones  - Following its import bans on Chinese drones, routers, inverters and robots the US government is said to be drafting a ban on optical transceivers, reports Reuters. The move aims to […] The post Optical transceivers may follow US import bans on robots, routers, inverters and drones appeared first on...

 Imec Unlocks System-Level III-V Chiplet Integration on Si-CMOS with Advanced 300mm RF Silicon Interposer Platform  - As wireless communication systems evolve toward 6G, satellite connectivity, advanced radar, and high-performance sensing applications, the integration of heterogeneous semiconductor technologies has become a critical challenge. Silicon CMOS remains the dominant platform for digital processing and system...

 Interactively Addressable Metasurface Extends Potential of Flat Optics  - To meet a growing demand for optical applications that can be programmed and dynamically controlled, metasurfaces are transitioning from static elements to actively addressable metadevices. 1D routing strategies limit the number and scalability of...

 Design Integrity With PolarFire® FPGAs: Built-In Digest Verification  - Trusted operation starts with trusted configuration. Explore how our PolarFire® devices perform dedicated hardware-based digest verification to confirm FPGA integrity, support secure system operation and identify both malicious changes and reliability-related faults throughout the device lifecycle.

 electronica 2026: Electronics as the Basis of the All-Electric Society  - electronica 2026 puts chips, AI, energy efficiency, and cyber resilience at the heart of the all-electric society. The post electronica 2026: Electronics as the Basis of the All-Electric Society appeared first on EE Times .

 Bloomberg News Now  - Bloomberg News Now -u.s. says strait of hormuz deal could come within days -oil drops on besant comments as markets rally -semiconductor stocks surge, palantir jumps 25% -white house hosts ai firms on voluntary safety tests -anthropic signs $10b compute deal with volta infra -polymarket seeks $20b valuation...

 Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers  - Work will focus on persistent MRAM for metadata management, log data, write buffering and cache functions. The post Everspin Technologies and MaxLinear Collaborate to Advance Memory Efficiency in AI Servers appeared first on Semiconductor Digest .

 Narrative: Embedded Computing Processors Q1 2026 – An Uneven Recovery Led by FPGA and Edge AI  - This narrative complements the Market Data: Embedded Computing Processors report, providing further insights into market trends for embedded processors. These processors primarily differ from mobile or PC processors in their design priorities and durability. They are typically optimized for specific,...

 Astera Labs: From the Tray to the Rack, and What Comes After  - PCIe Switches, AWS Trainium, NVLink Fusion, and the UALink Future

 Pressure-induced Superconductivity in Thermoelectric Semiconductor Mg3Sb2  - …of emerging electronic and phonon transport, superconductivity, and topological transition. Here, we report the discovery of pressure-induced superconductivity in the TE semiconductor Mg3Sb2. Upon the increased pressure, the metallization occurs at 8.7 GPa, followed by a superconducting transition...