Today’s semiconductor news highlights the explosive growth of AI infrastructure and the intensifying technological competition that accompanies it. With forecasts indicating that the semiconductor market will reach $2 trillion by 2027, companies are stepping up their efforts to challenge NVIDIA’s dominant position.Hardware evolution shows no signs of slowing down, as evidenced by OpenAI’s move to develop its own AI chips, AMD’s strategy to improve data center efficiency through both CPUs and GPUs, and IBM’s successful prototyping of next-generation 0.7nm process technology that delivers a 50% performance boost.Meanwhile, supply shortages are worsening—with TSMC’s 3nm manufacturing lead time exceeding one year—and Samsung and Intel are actively seeking to expand their share of the foundry market.Furthermore, the battle for dominance in the memory sector is intensifying, with the U.S., Japan, and Taiwan collaborating to develop technologies to rival HBM. The rapid expansion of AI demand is also impacting the stock market, leading to an unstable phase characterized by a mix of soaring memory stocks and a correction in major tech stocks.
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Main News
- IBM Successfully Prototypes 0.7nm Chip Based on NanoStack Technology, Achieving 50% Performance Improvement Over 2nm Generation
IBM Research has successfully prototyped a chip using a 0.7nm process (CMOS 7A) that incorporates NanoStack technology.This technology has the potential to improve performance by 50% compared to the conventional 2nm generation. This achievement validates the transistor structure presented at a 2025 academic conference and is drawing attention as a major technological breakthrough in next-generation semiconductor manufacturing, which is pushing the limits of scaling. - TSMC’s 3nm Production Lead Time Exceeds One Year; Samsung Faces Off Against Intel in the Foundry Market
TSMC’s 3nm process is facing a severe supply shortage, with production lead times exceeding one year. In response to this situation, Samsung Electronics is intensifying its competition with Intel in the foundry business.With demand for AI chips outpacing supply capacity, companies are scrambling to secure advanced packaging technologies and manufacturing capacity, and signs of a shift in the foundry market’s power dynamics are emerging. - Aiming for South Korea’s memory dominance, the US and Japan advance research on ‘HBM rivals’ technology… Taiwan also joins ZAM development
To compete with the HBM market led by South Korea, the United States and Japan are accelerating research on new memory technologies. With the addition of Taiwan, international collaboration toward the development of ZAM (Z-Axis Memory) technology has been strengthened. To solve the memory bandwidth bottleneck in AI inference, there is growing growing movement to pursue next-generation memory dominance with approaches different from existing HBM. - NVIDIA has a blind spot in AI semiconductors for inference: memory design is key.
As the AI semiconductor market shifts from training to inference, there is debate about whether NVIDIA’s dominant position has any blind spots. In inference, not only the computing power of the GPU but also the design of the memory and the efficiency of data transfer are key factors that determine performance. In the AI semiconductor market, which is projected to reach 150 trillion yen by 2030, the importance of the CPU and its optimization with memory are crucial factors that will determine the future competitive landscape. - AI investment is expected to drive the semiconductor industry to grow by over $2 trillion by 2027.
According to TechInsights’ forecast, massive investments in AI are expected to drive global semiconductor sales beyond $2 trillion by 2027. This projected doubling in a short period after surpassing the $1 trillion mark underscores the accelerating global investment in building AI infrastructure. This growth is contributing to increased semiconductor demand across a wide range of sectors, including data centers, telecommunications, and automotive. - Increased investment in AI data centers: Capital expenditures by the world’s nine largest CSPs are projected to increase in 2026.
In 2026, nine of the world’s leading cloud service providers (CSPs), including Microsoft and AWS, are significantly increasing their investment in AI data centers. Simultaneously, investments in highly efficient cooling technologies and power infrastructure are also progressing, with enhancing AI inference capabilities becoming a top priority for each company. This wave of investment is strongly boosting demand for server semiconductors and related components. - OpenAI also develops and uses its own AI chips… aiming to curb NVIDIA’s dominance and focus on reducing inference costs.
OpenAI has embarked on developing its own AI chips. The main aim is to reduce its dependence on NVIDIA and significantly lower inference costs. As the operating costs of AI models become crucial to the sustainability of businesses, this move by software companies to design their own hardware is creating new ripples in the semiconductor industry’s supply chain and could accelerate the democratization of chip design. - Asatoru Yoshikawa’s Semiconductor Chat, Episode 374: AMD’s New Approach to Providing Comprehensive AI Infrastructure
AMD is rolling out a comprehensive AI infrastructure strategy that combines not only GPUs but also its “EPYC” server CPUs.Rather than simply relying on brute-force GPU power for scale-out, the company is taking an approach that maximizes data center operational efficiency by emphasizing efficient resource allocation and optimization technologies enabled by CPUs. As AI workloads diversify, we are entering an era where the overall capabilities of hardware are put to the test. - Memory Stocks Soar, but Nasdaq Continues to Fall; M7 Stocks Plunge as Side Effects of Rapid AI Expansion Weigh Heavily
Memory-related stocks surged on the back of Micron Technology’s strong earnings report. However, major tech stocks on the Nasdaq market fell amid concerns that the expansion of AI demand is simultaneously increasing the financial burden on tech companies.The market is beginning to recognize that excessive investment in AI infrastructure has the side effect of squeezing corporate profitability in the short term. - According to reports, Qualcomm plans to strengthen its AI chip offerings for the Chinese market using custom chips that comply with export controls.
Qualcomm plans to launch custom AI chips that comply with U.S. export control regulations to strengthen its data center business in the Chinese market.This strategy involves optimizing its product lineup to capture AI demand in China while maintaining competitiveness amid the regulatory environment. It is evident that the company is striving to maintain its global market share while taking geopolitical risks into account.
News List (242 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | June 25, 4:34 p.m. |
China-based specialty semiconductor foundry Huahong Grace begins mass production of 40nm low-power chips at its Wuxi facility China-based specialty foundry Hua Hong Grace leverages its 40nm low-power process and the ramp-up of its 12-inch fab in Wuxi |
| DIGITIMES | June 25, 5:31 p.m. |
IntelliEPI Aims for Record 2026 Revenue Amid InP Substrate Shortages IntelliEPI Targets Record 2026 Revenue Amid InP Substrate Shortages |
| DIGITIMES | June 25, 11:12 |
Analysis: Micron Turns AI Memory Shortage into a Stock Buyback Story Commentary: Micron Turns AI Memory Shortage into a Stock Buyback Story |
| DIGITIMES | June 25, 11:05 |
As the TSMC-Amkor Alliance Shakes Up the Packaging Industry, ASE Accelerates Its Expansion Efforts TSMC-Amkor Alliance Shakes Up the Packaging Landscape as ASE Races to Expand |
| DIGITIMES | June 25, 10:39 |
TSMC’s 3nm manufacturing lead time has reached more than a year, and Samsung is going head-to-head with Intel in the foundry business TSMC’s 3nm lead times exceed one year as Samsung takes on Intel in the foundry race |
| DIGITIMES | June 25, 5:06 p.m. |
Samsung Chairman Reviews HBM4 Supply Situation as Revenue Exceeds US$1 Billion Samsung Chairman Reviews HBM4 Supply as Revenue Tops US$1 Billion |
| DIGITIMES | June 25, 4:46 p.m. |
Kioxia Expects Apple to Drive NAND Memory Supercycle, Focuses on U.S. Market Kioxia expects Apple to fuel a NAND memory supercycle and sets its sights on the U.S. market |
| DIGITIMES | June 25, 4:36 p.m. |
EU Approves 76 Million Euros in Aid to Germany for Munich Quantum Chip Testing Plant EU Approves EUR76M in German Aid for Munich Quantum Chip Testing Plant |
| DIGITIMES | June 25, 4:16 p.m. |
Sigurd Expands AI Testing Capacity to Meet Demand; Facilities Operating at Full Capacity Sigurd Expands AI Testing Capacity as Demand Keeps Facilities Running at Full Capacity |
| DIGITIMES | June 25, 3:59 p.m. |
SambaNova Aims for US$10 Billion Valuation as Demand for Cheaper AI Inference Grows SambaNova targets US$10B valuation as demand rises for cheaper AI inference |
| DIGITIMES | June 25, 3:40 p.m. |
ASE Forecasts Packaging Capacity to Be Strained Through 2030 Due to Rising AI Demand ASE Forecasts Packaging Capacity Will Be Strained Through 2030 Due to Rising AI Demand |
| DIGITIMES | June 25, 3:18 p.m. |
ADATA Explores Thailand’s Role in the Expansion of AI Computing ADATA Explores Thailand’s Role in the Expansion of AI Computing |
| DIGITIMES | June 25, 2:50 p.m. |
Karintec Focuses on the Potential of the Low-Altitude Economy and Expands Its Automotive Customer Base in Europe, the U.S., and Asia Calin Tech Sees Opportunities in the Low-Altitude Economy and Expands Its Automotive Customer Base in Europe, the U.S., and Asia |
| DIGITIMES | June 25, 11:12 |
Micron Says AI Memory Shortage Will Continue Beyond 2027 and Signs a $100 Billion Customer Contract Micron Says AI Memory Shortage Will Last Beyond 2027, Secures US$100 Billion in Customer Contracts |
| DIGITIMES | June 25, 11:01 |
Nvidia’s CPO Roadmap Positions TSMC’s COUPE for the Next Wave of AI Infrastructure Nvidia CPO roadmap positions TSMC COUPE for the next wave of AI infrastructure |
| DIGITIMES | June 25, 10:51 |
JCET, a Major Chinese Semiconductor Packaging Company, Plans a US$1.1 Billion AI Chip Packaging Plant Chinese chip packaging giant JCET plans a US$1.1b AI chip packaging plant |
| EE Times (US) | June 26, 2026 |
OpenAI’s Jalapeño may be a little spicy, but its true appeal lies in its chip design AI. OpenAI’s Jalapeño Will Be Spicy, But the Real Sizzle Is Its Chip Design AI |
| EE Times (US) | June 25, 2026 |
Vicfuse Unveils UL-Class Fuse Series for the Latest AI Infrastructure and Industrial Protection Vicfuse Introduces UL-Certified Fuse Series for Modern AI Infrastructure and Industrial Protection |
| EE Times (US) | June 25, 2026 |
IBM Unveils Sub-1-nm Chips, Aims for Production Within 5 Years IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years |
| EE Times (US) | June 25, 2026 |
Qualcomm Forecasts Billions in Additional Revenue from New Data Center Solutions Qualcomm Forecasts Billions in Additional Revenue from New Data Center Solutions |
| EE Times (US) | June 25, 2026 |
The Rise of Autonomous Drone Warfare The Rise of Autonomous Drone Warfare |
| EE Times (US) | June 25, 2026 |
Deep UV Lithography Processing—The Best-Kept Secret of EUV Lithography Deep UV Lithography Processing, the Best-Kept Secret of EUV Lithography |
| Nikkei Tech Foresight | June 26, 2026 | IBM Unveils 0.7-Nanometer Semiconductor as “Technology to Support the Next Decade”; Features Different Architecture from TSMC |
| Nikkei Tech Foresight | June 26, 2026 | Two Areas to Strengthen for the Realization of Sovereign AI: Localization of Inference Infrastructure |
| Nikkei Tech Foresight | June 25, 2026 | Tokyo University of Science Doubles Frequency Utilization Efficiency of Millimeter-Wave Wireless ICs for 6G |
| Nikkei Tech Foresight | June 25, 2026 | AI Semiconductors for Inference: Does NVIDIA Have a Weak Spot? Memory Design Is the Key |
| Mynavi News Tech Plus | June 25, 2026 | Asato Yoshikawa’s Semiconductor Chat, Episode 374: A New AMD Expanding Its Comprehensive AI Infrastructure Offerings |
| Mynavi News Tech Plus | June 25, 2026 | IBM Successfully Prototypes 0.7nm Chip Based on NanoStack Technology, Achieving 50% Performance Improvement Compared to the 2nm Generation |
| Mynavi News Tech Plus | June 25, 2026 | RIKEN and Others Successfully Observe Massive Photocurrent in Lead-Free Perovskite |
| Mynavi News Tech Plus | June 25, 2026 | Memory Market to Reach $1.4 Trillion by 2027 Amid Rising Demand for AI Infrastructure, According to Counterpoint Forecast |
| Mynavi News Tech Plus | June 25, 2026 | A Closer Look at “Bendable Organic Sensors” Under Development by Hamahoto: Applications in Biometric Data and In-Vehicle Devices |
| Mynavi News Tech Plus | June 25, 2026 | “A Strong Mindset Without Complacency” Is Key to Winning in the Highly Competitive Memory Industry: Shibayama, President of Kioxia Iwate |
| TrendForce | June 25, 2026 |
According to reports, Qualcomm is planning to strengthen its AI chip offerings for the Chinese market using custom chips that comply with export controls Qualcomm Reportedly Plans China AI Chip Push With Export-Control-Compliant Custom Chips |
| TrendForce | June 25, 2026 |
Decoding Micron’s SCA: According to reports, it accounts for 20% of DRAM production, and 50% of its revenue is coming from the long-term memory sector. Decoding Micron’s SCAs: Reportedly 20% of DRAM Output, Heading Toward 50% of Long-Term Memory Revenue |
| TrendForce | June 25, 2026 |
MLCCs have shifted from a flat market to a gold-like surge, and according to reports, the market is being updated every 30 minutes. MLCCs Go From Being the “Electronic Rice” to a Gold-Like Rally, With Quotes Reportedly Updated Every 30 Minutes |
| TrendForce | June 25, 2026 |
Micron’s Profit Surges 15-Fold, Margin Nears 85%; HBM4 Revenue Exceeds $1 Billion Micron Profit Surges 15-Fold as Margin Nears 85%; HBM4 Revenue Exceeds $1B |
| TrendForce | June 25, 2026 |
ASE, Riding the Wave of the AI Boom, Has Launched 15 Expansion Projects This Year and Aims to Begin Mass Production of FOPLP by the End of 2026 ASE Aims to Begin Mass Production of FOPLP by the End of 2026 and Launches 15 Expansion Projects This Year Amid the AI Boom |
| Semiconductor Digest | 1 hour ago |
Nearfield Instruments Secures $380 Million in Series D Funding in the Largest Deep Tech Funding Round in Dutch History Nearfield Instruments Secures $380M in Series D Funding in the Largest Deep-Tech Funding Round Ever in the Netherlands |
| Semiconductor Digest | 8 hours ago |
Silicon Faces Reality: Why the Laws of Physics Are Now the Primary Constraint in Chip Design Silicon Meets Reality: Why Physics Is Now a First-Order Design Constraint for Chips |
| Semiconductor Digest | 8 hours ago |
Applied Materials Introduces New System to Accelerate DRAM and Advanced Packaging for AI Chips Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips |
| Semiconductor Digest | 11 hours ago |
IBM Unveils World’s First Sub-1-Nanometer Chip Technology and New NanoStack Architecture IBM Unveils World’s First Sub-1-Nanometer Chip Technology with New NanoStack Architecture |
| Semiconductor Digest | 24 hours ago |
ATLANT 3D, A*STAR IMRE, and NAMIC Sign MoU to Advance AI-Driven Materials Discovery in Singapore ATLANT 3D, A*STAR IMRE, and NAMIC Sign a Memorandum of Understanding to Advance AI-Driven Materials Discovery in Singapore |
| The Nikkei | June 26, 2026 | Memory Stocks Soar, but Nasdaq Continues to Fall; M7 Stocks Plunge as Side Effects of Rapid AI Expansion Weigh Heavily |
| The Nikkei | June 26, 2026 | U.S. Stocks: Dow Extends Gains, Up 71 Dollars; Micron Soars; Apple Plummets |
| The Nikkei | June 26, 2026 | Xbox Prices to Rise by 20–30 Percent—Third Increase Since 2025; Memory Prices “Up 2.5 Times in One Year” |
| The Nikkei | June 26, 2026 | Dow Jones Industrial Average Rises 71 Dollars; Struggles to Gain Ground Despite Brief Touch of Record High; Apple Falls 6% on Price Hike |
| The Nikkei | June 26, 2026 | U.S. Stocks: Dow Extends Gains; Rises as Much as $800 but Loses Momentum; Micron Soars |
| The Nikkei | June 26, 2026 | SUMCO President Tatsuta: “Semiconductor Forecasts Are Often Wrong” — Flexibility in Planning Is the Key to Success |
| The Nikkei | June 26, 2026 | Detention of Japanese Nationals “Makes It Difficult to Course-Correct Japan-China Relations”: An Interview with Tatsuhiko Yoshizaki |
| The Nikkei | June 26, 2026 | Toshiba’s Lost “50 Trillion Yen Kioxia”: Nuclear Power Makes a Comeback—An Irony 10 Years After the Management Crisis |
| The Nikkei | June 26, 2026 | Apple Raises Prices on Macs and iPads by 20–30 Percent to Pass On Rising Memory Costs |
| The Nikkei | June 26, 2026 | Nikkei Average to Reach 76,000 Yen by End of March 2027: Mr. Fujiwara of Shinkin Asset |
| Diamond Online | June 25, 4:00 a.m. | Common Traits of Companies That Have Successfully Developed Digital Talent, and the “Four Skills” Required of “New Leaders” in the AI Era |
| Diamond Online | June 25, 3:00 a.m. | Which Stocks Will Skyrocket in July? We’re Calling for Your Predictions [Predict the Stock That Will Rise the Most in One Month! 13th Edition Deadline: June 30 at 5:00 PM] |
| Diamond Online | June 24, 7:40 p.m. | With Interest Rates Reaching 1%, Japan’s Booming Stock Market Reaches a “Turning Point”—Will the Types of Companies Valued in the Stock Market Change as We Transition to an “Era of Supply Constraints”!? |
| Diamond Online | June 24, 7:30 p.m. | A Must-Read for Retail Investors Who Feel They’ve “Missed the Boat” on the AI Momentum Rally! Use Fujikura’s Earnings Revision as a Clue to Find Stocks with “Earnings Revision Expectations + Lagging Performance” |
| Diamond Online | June 24, 7:20 p.m. | Why Sony Expects “Double-Digit Profit Growth” Despite a Forecast 6 Million Fewer PS5 Units Shipped: An In-Depth Analysis of the Dramatically Transformed Revenue Structure of Sony’s Gaming Business… Can That Strength Be Sustained with the PS6? |
| Diamond Online | June 24, 7:15 p.m. | Japanese Stocks Shift from AI-Led Rally to “AI + Cyclical Stocks” as Banks and Machinery Emerge as Second Pillars of the Second-Half Market |
| Diamond Online | June 24, 3:00 a.m. | The Underdog That Fell Below Its IPO Price Surpasses Toyota to Become “No. 1 in Japan”! How High Will Kioxia’s Stock Price Go From Here? |
| Diamond Online | June 23, 8:15 p.m. | The Changing World Order Amid the West’s Weakening and the Unity of China, Russia, and India: Structural Changes in Japanese Stocks That Can Withstand Markets with Rising Geopolitical Risks |
| Diamond Online | June 23, 8:10 p.m. | Unprecedented High Returns: All Generations Are Entering Asia’s Overheated Market |
| Diamond Online | June 23, 7:50 p.m. | Sony and SBI Invest a Total of 10 Billion Yen: The True Nature of “Startail,” the Startup Entrusted with the Core of Intellectual Property and Financial Infrastructure in the AI Era |
| Diamond Online | June 23, 7:15 p.m. | Electronics Industry “Projected Annual Salary in 3 Years” Ranking of 70 Companies [2026 Edition]—Where Do Hitachi, Sony, and Canon Rank? (Repost) |
| Diamond Online | June 23, 12:00 p.m. | What Is the Annual Salary for a Senior Manager in Their Late 40s at Renesas Electronics? [Based on 5,000 User Reviews] |
| TechPowerup | June 25, 2026, 8:58:11 PM +00:00 |
Sony Confirms “Large-Scale” Layoffs at Bungie Sony Confirms “Significant” Layoffs at Bungie |
| TechPowerup | June 25, 2026, 8:39:33 PM UTC |
AceMagic Announces Sale Offering Up to 20% Off Mini PCs Featuring AMD Ryzen Processors AceMagic Announces Mini PC Sale: Get Up to 20% Off on AMD Ryzen-Powered Mini PCs |
| TechPowerup | June 25, 2026, 8:20:55 PM +00:00 |
Purism Announces the Librem 16 Laptop, Focused on Privacy and Security Purism Announces Librem 16 Laptop Focused on Privacy and Security |
| TechPowerup | June 25, 2026, 7:30:16 PM +00:00 |
GIGABYTE’s Fantastech Deals Offer Motherboard Bundles and Monitor Discounts on Newegg GIGABYTE Fantastech Deals Offer Motherboard Bundles and Monitor Discounts on Newegg |
| TechPowerup | June 25, 2026, 6:39:37 PM UTC |
Framework Switches to ADATA XPG MARS 970 SSD; Warns of Rising CPU Prices Framework Switches to ADATA XPG MARS 970 SSDs, Warns of Upcoming CPU Price Hike |
| TechPowerup | June 25, 2026, 6:20:17 PM +00:00 |
Apple Raises Prices Amid Rising Costs of NAND Flash and DRAM Apple Raises Prices Amid Rising NAND Flash and DRAM Costs |
| TechPowerup | June 25, 2026, 6:00:41 PM +00:00 |
Office 2024 and an 8-course training bundle are available for $116 Get Office 2024 and an 8-course Training Bundle for $116 |
| TechPowerup | June 25, 2026, 5:41:05 PM +00:00 |
Xbox Console Prices Skyrocket in August Xbox Console Prices Skyrocket in August |
| TechPowerup | June 25, 2026, 5:05:16 PM +00:00 |
LDLC “PC Box” Aims for Steam Machine-Level Pricing with RDNA 4 Performance LDLC “PC Box” Targets Steam Machine Pricing with RDNA 4 Performance |
| TechPowerup | June 25, 2026, 5:03:25 PM +00:00 |
Razer Announces the Soma Chroma RGB Gaming Chair Razer Introduces Soma Chroma RGB Gaming Chair |
| TechPowerup | June 25, 2026, 4:28:15 PM +00:00 |
Goodram Announces the RIVAL DDR4 RADIANT Memory Series Goodram Announces RIVAL DDR4 RADIANT Memory Series |
| TechPowerup | June 25, 2026, 4:06:30 PM +00:00 |
This $79 Lifetime Deal Replaces Your ChatGPT, Claude, and Gemini Subscriptions This $79 Lifetime Deal Replaces Your ChatGPT, Claude, and Gemini Subscriptions |
| TechPowerup | June 25, 2026, 3:44:45 PM +00:00 |
Swissbit Launches A2000 PCIe SSD Series Swissbit Launches A2000 PCIe SSD Series |
| TechPowerup | June 25, 2026, 3:25:20 PM +00:00 |
Gigabyte’s 32-inch 240Hz QD-OLED 4K Gaming Monitor MO32U24 Is Now Available Gigabyte’s 32-inch 240Hz QD-OLED 4K Gaming Monitor MO32U24 Now Available |
| TechPowerup | June 25, 2026, 3:14:31 PM +00:00 |
GIGABYTE Offers Huge Discounts on Motherboards and Monitors During Prime Day Week Deals GIGABYTE Prime Day Week Deals Bring Big Savings on Motherboards and Monitors |
| TechPowerup | June 25, 2026, 3:03:42 PM UTC |
IBM Unveils World’s First Chip Technology Measuring Less Than 1 Nanometer IBM Unveils the World’s First Sub-1-Nanometer Chip Technology |
| EETimes Taiwan | June 25, 2026 |
Challenges in E-Waste Recycling in Europe The Challenges of E-Waste Recycling in Europe |
| EETimes Taiwan | June 25, 2026 |
AI Computing Power Race Enters Second Half: Xscape Targets Data Transfer Bottlenecks AI Computing Power Race Enters Second Half: Xscape Targets Data Transfer Bottlenecks |
| EETimes Taiwan | June 25, 2026 |
Investment in AI Data Centers Expands: Capital Expenditures by the World’s Top 9 CSPs to Rise in 2026 Expanded Investment in AI Data Centers: Capital Expenditures by the World’s Top Nine CSPs to Rise in 2026 |
| EETimes Taiwan | June 24, 2026 |
Agentic AI’s Next Move: Rebuilding the Entire Chip Design Process Agentic AI’s Next Move: Rebuilding the Entire Chip Design Process |
| EETimes Taiwan | June 24, 2026 |
Launching Hsinchu Science Park Office: Synopsys Partners with ITRI to Tackle AI, Silicon Photonics, and Quantum Technology Synopsys Opens Hsinchu Science Park Office; Partners with ITRI to Tackle AI, Silicon Photonics, and Quantum Technology |
| EETimes Taiwan | June 24, 2026 |
A Series of AI Governance Failures: Companies Should Implement a Three-Tiered Approach Frequent AI Governance Failures: Companies Should Implement a Three-Tiered Approach |
| EETimes Taiwan | June 24, 2026 |
Agentic AI Enters Enterprise Workflows; Digiwin Partners with Google to Promote Agent Space Agentic AI Enters Enterprise Workflows; Digiwin Partners with Google to Promote Agent Space |
| EETimes Asia | June 25, 2026 |
SPHERE AX and Blaize Partner to Develop Physical AI Solutions SPHERE AX and Blaize Partner to Develop Physical AI Solutions |
| EETimes Asia | June 25, 2026 |
TrendForce: Japan Accelerates Development of All-Solid-State Batteries (ASSBs) and Supply Chain Buildout TrendForce: Japan Accelerates Development of ASSBs and Supply Chain Buildout |
| EETimes Asia | June 25, 2026 |
DigiKey Launches New Season of “Sustainable Futures” Video Series DigiKey Drops New Season of Sustainable Futures Video Series |
| EETimes Asia | June 25, 2026 |
ST’s Direct ToF 3D LiDAR Module Delivers Advanced Spatial Awareness to Compact Edge AI Systems ST’s Direct ToF 3D LiDAR Module Brings Advanced Spatial Awareness to Compact Edge AI Systems |
| EETimes Asia | June 25, 2026 |
Materials Define the Limits of Computing: How DOW’s Cooling Science Is Revolutionizing Thermal Design Materials Define the Boundaries of Computing: How DOW Cooling Science Is Reshaping Thermal Design |
| EETimes Asia | June 25, 2026 |
STMicroelectronics Discusses Sustainability Roadmap and Industry Challenges STMicroelectronics Discusses Sustainability Roadmap and Industry Challenges |
| EETimes Asia | June 24, 2026 |
Global Cellular IoT Module Market Grows 4% in Q1 2026 Global Cellular IoT Module Market Up 4% in Q1 2026 |
| EETimes Asia | June 24, 2026 |
Manz Asia Delivers 310×310mm PLP ECD Production System Manz Asia Delivers 310x310mm PLP ECD Production System |
| EETimes Asia | June 24, 2026 |
15 Startups Selected for the Qualcomm AI Program for Innovators 2026 – APAC 15 Startups Selected for the Qualcomm AI Program for Innovators 2026 – APAC |
| EETimes Asia | June 24, 2026 |
Qorvo Front-End Module Enhances X-Band Radar Performance Qorvo Front-End Module Advances X-Band Radar Performance |
| EETimes Asia | June 24, 2026 |
MKS Opens Supercenter Factory in Penang to Support Growing Demand for Semiconductor Equipment MKS Opens Penang Supercenter Factory to Support Growing Semiconductor Equipment Demand |
| EETimes India | June 25, 2026 |
DigiKey Releases New Video Series Focused on a Sustainable Future DigiKey Releases a New Season of Its “Sustainable Futures” Video Series |
| EETimes India | June 25, 2026 |
Why Cadence Views AI Super Agents as the Next-Generation Engine for Semiconductor Productivity Why Cadence Sees AI Super Agents as the Next Semiconductor Productivity Engine |
| EETimes India | June 25, 2026 |
ST’s Direct ToF 3D LiDAR module brings advanced spatial awareness capabilities to compact edge AI systems ST’s Direct ToF 3D LiDAR Module Brings Advanced Spatial Awareness to Compact Edge AI Systems |
| EETimes India | June 24, 2026 |
Qorvo’s Front-End Modules Enhance X-Band Radar Performance Qorvo Front-End Module Enhances X-Band Radar Performance |
| EETimes India | June 24, 2026 |
Renesas Strengthens Its Embedded Systems Portfolio Through the Acquisition of Pictorus Renesas Strengthens Its Embedded Systems Portfolio with the Acquisition of Pictorus |
| EETimes India | June 24, 2026 |
Synopsys Launches Multiphysics Convergence Solution to Address the Complexity of Advanced Chip Design Synopsys Launches Multiphysics Fusion Solutions to Address the Complexity of Advanced Chip Design |
| EETimes India | June 24, 2026 |
How Agenetic AI Is Transforming Productivity in IC Design How Agentic AI Will Transform IC Design Productivity |
| ZDNET Korea | June 26, 2026 |
“If You Delay Adopting AI, You’ll Be Left Behind… South Korean Companies Should Start Now” “If You Delay Adopting AI, You’ll Fall Behind… Korean Companies Must Start Now” |
| ZDNET Korea | June 26, 2026 |
AI Investors Take Notice of GenSpark… “A Company Set to Transform the Enterprise Market” GenSpark, Spotted by AI Investors… “A Company Set to Transform the Enterprise Market” |
| ZDNET Korea | June 25, 2026 |
DN Solutions Unveils High-Precision Machine Tools in Vietnam DN Solutions Unveils High-Precision Machine Tools in Vietnam |
| ZDNET Korea | June 25, 2026 |
Anthropic: “Alibaba Trained Claude Without Permission Using 25,000 Fake Accounts” Anthropic: “Alibaba Trained Claude Without Permission Using 25,000 Fake Accounts” |
| ZDNET Korea | June 25, 2026 |
Google Engineer: “GLM-5.2 Achieves Mythos-Level Performance Even Without Distillation of the U.S. Model” Google Engineer: “GLM-5.2 Reaches Mythos-Level Performance Even Without Distillation of the U.S. Model” |
| ZDNET Korea | June 25, 2026 |
Minister of Culture, Sports and Tourism Choi Hye-hyun Attends APEC Tourism Ministers’ Meeting… Shares AI Tourism Policies Minister of Culture, Sports and Tourism Choi Hwi-young Attends APEC Tourism Ministers’ Meeting… Shares AI Tourism Policy |
| ZDNET Korea | June 25, 2026 |
Pozalab Applies “Partial Generation” Technology to AI Collaboration with Traditional Japanese Music Orchestra Pora Labs Applies ‘Partial Generation’ Technology to AI Collaboration with Traditional Korean Orchestra |
| ZDNET Korea | June 25, 2026 |
South Korea and the U.S. Discuss Expanding Cooperation in Film and Video… Collaboration on Filming Locations, OTT, and Copyright South Korea and the U.S. Discuss Expanding Cooperation in Film and Video… Collaboration on Filming Locations, OTT, and Copyright |
| ZDNET Korea | June 25, 2026 |
Breaking Through the Limits of Semiconductor Scaling with “3D Stacking”… IBM Usher in the 0.7-Nanometer Era Semiconductor Miniaturization Limits Overcome with ‘3D Stacking’… IBM Usher in the 0.7-Nanometer Era |
| ZDNET Korea | June 25, 2026 |
Mouda to Consolidate 200 Medical Facilities by Year-End… Advancing Its Lifecycle Platform Beyond Finance Mouda to Connect 200 Medical Institutions by Year-End… Advancing Its Lifecycle Platform Beyond Financial Services |
| ZDNET Korea | June 25, 2026 |
Unification Committee, Ministry of Public Administration and Security, and Ministry of Gender Equality and Family Address Deepfake Crimes with AI Committee for Unification Affairs, Ministry of the Interior and Safety, and Ministry of Gender Equality and Family Tackle Deepfake Crimes with AI |
| ZDNET Korea | June 25, 2026 |
U.S. Visit Committee: “The Amended Information and Communications Network Act Is Not Government Pre-Censorship” Committee on Unification Visits to the U.S.: “The Amended Information and Communications Network Act Is Not Government Pre-Censorship” |
| ZDNET Korea | June 25, 2026 |
[Card News] “Meccha Chameleon” Hits 30 Billion in Two Weeks… A Miracle for Indie Games [Card News] ‘Metcha Chameleon’ Hits 30 Billion in Just Two Weeks… A Miracle for Indie Games |
| ZDNET Korea | June 25, 2026 |
Nam Bu Power Joins Forces with SPC and KOSA to Pave the Way for the Energy AI Era Nambu Power Joins Forces with SPC and KOSA to Usher in the Era of Energy AI |
| ZDNET Korea | June 25, 2026 |
SOOP: The global esports tournament “LoL Invitational” kicks off on the 26th SOOP: Global Esports Tournament ‘LoL Invitational’ Kicks Off on the 26th |
| ZDNET Korea | June 25, 2026 |
DeepBrain AI Releases “AI Role-Play” for Insurance Advisors’ Consultation Training DeepBrain AI Launches ‘AI Role-Play’ for Insurance Advisors’ Consultation Training |
| ZDNET Korea | June 25, 2026 |
[ZD SW Today] FortyTwoMaru Hosts Workshop to Train Leading Talent in Generative AI, and More [ZD SW Today] FortyTwoMaru Hosts Workshop to Train Leading Talent in Generative AI, and More |
| ZDNET Korea | June 25, 2026 |
Nexus Partners with AI Payment Platform ‘Aeon’ to Build Global Real-Life Payment Infrastructure Nexus Joins Forces with AI Payment Platform ‘Aeon’… to Build Global Real-Life Payment Infrastructure |
| ZDNET Korea | June 25, 2026 |
National Library of Korea Seeks Ideas for AI-Powered Library Services National Library of Korea Seeks Ideas for AI-Powered Library Services |
| ZDNET Korea | June 25, 2026 |
T3 Decides on 40억 Scale Share Buyback… Continues Shareholder Return Rally Following Quarterly Dividend T3 Decides on 40억 Scale Share Buyback… Continues Shareholder Return Rally Following Quarterly Dividend |
| JoongAng Ilbo | June 26, 2026 |
Samsung Electronics in an Uproar Over SK Hynix’s Hiring of Experienced Professionals… The HBM Talent War Has Heated Up Samsung Electronics in an Uproar Over SK Hynix’s Hiring of Experienced Professionals… The HBM Talent War Has Begun |
| JoongAng Ilbo | June 26, 2026 |
[Lee Sang-ryul’s Moment-by-Moment Report] Taxes Are Not a Means to Target Real Estate [Lee Sang-ryul’s Moment-by-Moment Report] Taxes Are Not a Means to Target Real Estate |
| JoongAng Ilbo | June 26, 2026 |
[Kwon Nam-hoon’s Economics] The Semiconductor Boom: We Should Reinvest Profits Rather Than Let Them Slip Away, Turning Them into a Driver of Growth [Kwon Nam-hoon’s Economics] Don’t Let the Semiconductor Boom Slip Away—Use It as a Growth Engine Through Reinvestment |
| JoongAng Ilbo | June 26, 2026 |
President: “When economic activity is concentrated solely in the capital region, a storm of crisis will strike”… Honam’s semiconductor momentum President: “A Crisis Storm Will Hit If the Capital Region Remains the Sole Hub”… Honam Region Accelerates Semiconductor Development |
| JoongAng Ilbo | June 26, 2026 |
[Sim Jae-hoon’s Market Now] The Next Battleground for AI Supremacy [Shim Jae-hoon’s Market Now] The Next Battleground for AI Supremacy |
| JoongAng Ilbo | June 26, 2026 |
Companies Decide, Governments Back Them… The Formula for Success in Semiconductors in the U.S., Japan, and China Companies Set the Course, Governments Provided Support… The U.S., Japan, and China’s Formula for Success in Semiconductors |
| BAIDU | Yesterday at 9:41 PM |
Weike Precision: Semiconductor precision components are the company’s second growth engine, which it is prioritizing Weike Precision: Semiconductor precision components are the company’s second growth curve, which it is prioritizing |
| BAIDU | Yesterday at 9:41 PM |
Weike Precision: The company’s “second growth curve” primarily refers to its power semiconductor packaging components business Weike Precision: The company’s “second growth curve” primarily refers to the power semiconductor packaging components business |
| BAIDU | Yesterday at 8:35 p.m. |
Jingce Electronics Signs 135 Million Yuan Contract for Semiconductor Volume Testing Equipment Jingce Electronics Signs 135 Million Yuan Contract for the Sale of Semiconductor Mass Inspection Equipment |
| BAIDU | Yesterday at 9:50 p.m. |
Huamin Co., Ltd.: The company currently primarily supplies ultra-large-size semiconductor-grade silicon materials to downstream customers Huamin Co., Ltd.: The company currently primarily supplies ultra-large-size semiconductor-grade silicon materials to downstream customers |
| BAIDU | Yesterday at 9:22 p.m. |
Semiconductor companies around the world are seeking opportunities to expand their valuations, and ADRs are likely to be a key factor in driving those valuations higher… Global semiconductor companies are seeking opportunities for valuation expansion; ADRs will be a key driver of their valuations… |
| BAIDU | Yesterday at 8:59 p.m. |
Taiji Industry Hits Its Third Limit-Up in Five Days: The Company’s Semiconductor Business Does Not Currently Handle HBM Products Taiji Industry Hits Third Daily Limit in Five Days: The company’s semiconductor business does not currently involve HBM products |
| BAIDU | Yesterday at 7:50 p.m. |
Taiji Industrial: The company’s semiconductor business does not currently handle HBM products Taiji Industrial: The company’s semiconductor business does not currently involve HBM products |
| BAIDU | Yesterday at 8:01 p.m. |
Driven by demand from multiple downstream sectors, the semiconductor industry remains in a strong upswing Driven by demand from various downstream sectors, the semiconductor industry remains in a strong state |
| BAIDU | Yesterday at 8:01 p.m. |
SiliconDi Semiconductor Secures A+ Round Funding SiliconDi Semiconductor Secures A+ Round Funding |
| BAIDU | Yesterday at 7:41 PM |
Tai Chi Industry Hits Third Limit-Up in Five Days: The company’s semiconductor business does not currently handle HBM products Taiji Industry Hits Its Third Daily Limit in Five Days: The company’s semiconductor business does not currently involve HBM products |
| EE Times Japan | June 25, 2026 | Micron and Anthropic Agree to Collaborate, Including Strategic Investment |
| EE Times Japan | June 25, 2026 | A Guide to “TECHNO-FRONTIER 2026” |
| EE Times Japan | June 25, 2026 | A New Role for FPGAs? Efinix Targets the “Preprocessing” Segment of Edge AI |
| EE Times Japan | June 25, 2026 | RIKEN and Others Achieve Massive Photocurrent in Lead-Free Perovskite; Holds Promise for Solar Cell Applications |
| SemiEngineering | June 25, 2026 |
Growing I/O Design Challenges in AI Data Centers and HPC Clusters I/O Design Challenges Grow in AI Data Centers and HPC Clusters |
| SemiEngineering | June 25, 2026 |
Validation Methods That Cannot Keep Pace with the Evolution of AI Verification Methodologies Struggle to Keep Up With AI |
| SemiEngineering | June 25, 2026 |
Executive Perspective: The Impact of Autonomous AI on Chip Design Executive Outlook: The Impact of Agentic AI on Chip Design |
| SemiEngineering | June 25, 2026 |
To what extent is it possible to move the verification process up in the schedule? How Far to the Left Can We Really Shift Verification? |
| SemiEngineering | June 25, 2026 |
Realizing the Future of 3D-IC Design Realizing the Future of 3D-IC Design |
| SemiEngineering | June 25, 2026 |
Reducing Avoidable Memory Trips in HBM Systems Reducing Avoidable Memory Trips in HBM Systems |
| SemiEngineering | June 25, 2026 |
Wafer-Scale vs. Chiplets: A New Battle? Part 2 Wafer-Scale vs. Chiplets: The New War? Part 2 |
| SemiEngineering | June 25, 2026 |
Why It’s Getting Even Bigger: Why AI Infrastructure Requires a Unified Design Approach Even Larger Still: Why AI Infrastructure Requires a Unified Design Approach |
| SemiEngineering | June 25, 2026 |
Introducing an Agent-Based LLM for Chip Design Introducing an Agentic LLM for Chip Design |
| SemiEngineering | June 25, 2026 |
Scaling Production Testing Without Increasing Complexity Scaling Production Test Without Scaling Complexity |
| ChosunBiz | June 26, 2026 |
Lee Hyun Reveals on “Samson Man” That She “Parties All Night with Her Husband at a Club”… Marriage Was a “Quick Decision” (“Groom’s Class”) [Hot People] Lee Hyun-i: “I Partied All Night at a Club with My ‘Samsung Man’ ♥ Husband”… A ‘Lightning-Fast’ Road to Marriage (‘Newlywed Class’) [Hot People] |
| ChosunBiz | June 26, 2026 |
Aiming to challenge South Korea’s dominance in the memory market, the U.S. and Japan are making progress in research on “HBM rival” technology… Taiwan also joins the development of ZAM U.S. and Japan Make Progress in Research on “HBM Rival” Technology Aimed at Challenging South Korea’s Memory Dominance… Taiwan Also Joins ZAM Development |
| ChosunBiz | June 26, 2026 |
Driven by a boom in investment in semiconductor factories and data centers… the value of construction contracts in the first quarter rose by 23% Buoyed by Investment in Semiconductor Factories and Data Centers… First-Quarter Construction Contracts Jump 23% |
| ChosunBiz | June 26, 2026 |
OpenAI Also Develops and Uses Its Own AI Chips… Focusing on Curbing NVIDIA’s Dominance and Reducing Inference Costs OpenAI Is Also Developing and Using Its Own AI Chips… Making a Full-Scale Effort to Curb NVIDIA’s Dominance and Reduce Inference Costs |
| ChosunBiz | June 26, 2026 |
“Space AI Data Center Project Is Way Behind Schedule… Early Validation of Core Technologies Is Needed” “Space AI Data Center Project Is Way Behind Schedule… Early Demonstration of Core Technologies Is Needed” |
| ChosunBiz | June 25, 2026 |
New York Stock Market Opens Higher on the Back of Strength in Micron and Semiconductor Stocks… GDP Upward Revision Also Provides a Tailwind New York Stock Market Opens Higher on the Back of Strength in Micron and Semiconductor Stocks… GDP Upward Revision Also a Positive Factor |
| ChosunBiz | June 25, 2026 |
President Lee Jae-myung Meets with Chairman Lee Jae-yong… Discusses Regional Semiconductor Investment President Lee Jae-myung Meets with Chairman Lee Jae-yong… Discusses Regional Investment in Semiconductors |
| ChosunBiz | June 25, 2026 |
[Exclusive] SK Telecom Also Invests $480 Million in U.S. ‘AI Company’… SK Group to Become a Hub for Investments in Semiconductors, Power, and Data Centers [Exclusive] SK Telecom Also Invests $480 Million in U.S. ‘AI Company’… SK Group to Become a Hub for Investments in Semiconductors, Power, and Data Centers |
| ChosunBiz | June 25, 2026 |
National Growth Fund to Invest 370 Billion Won in AI Power Grids and Semiconductors National Growth Fund to Invest 3700억 in AI Power Grids and Semiconductors |
| ChosunBiz | June 25, 2026 |
“1,000 Won per Pyeong”… Gumi City Offers Semiconductor Factory Land at Daiso Prices “1,000 won per pyeong”… Gumi City Offers Semiconductor Factory Land at Daiso Product Prices |
| WccfTech | June 26, 2026 |
An M5 Max MacBook Pro owner who decided to upgrade a week before Apple raised its prices, saving about $3,000 on the top-of-the-line model An M5 Max MacBook Pro Owner Saved Nearly $3,000 on the Top-of-the-Line Configuration by Taking the Plunge and Upgrading a Week Before Apple Raised Prices |
| WccfTech | June 26, 2026 |
Since its release, *Kingdom Come: Deliverance 2* has sold over 6 million copies worldwide, and Warhorse Studios is celebrating with a 60% discount sale on Steam. Kingdom Come: Deliverance 2 Has Sold Over 6 Million Copies Worldwide Since Launch; Warhorse Celebrates with a 60% Discount on Steam |
| WccfTech | June 26, 2026 |
The Xbox Series X/S consoles have seen another price increase due to a 2.5-fold rise in the cost of storage and memory, and Xbox expects prices to double again by fall 2027. Xbox Series X/S Consoles Are Seeing Another Price Hike Due to a 2.5-fold Increase in Storage and Memory Prices, and Xbox Expects Prices to Double Again by Fall 2027 |
| WccfTech | June 26, 2026 |
With the launch of the M6 this year, Apple Silicon is set to undergo a major transformation, and the “Pro” and “Max” versions may be postponed until the release of the M7. Apple Silicon Shake-Up Expected This Year With the Launch of the M6; ‘Pro’ and ‘Max’ Versions to Be Skipped Until the Release of the M7 |
| WccfTech | June 26, 2026 |
Tim Sweeney acknowledged that Epic’s Unreal Engine AI tools carry the risk of producing “poor AI results,” but he said they serve as a catalyst for actual creators. Tim Sweeney Admits Epic’s Unreal Engine AI Tools Risk ‘AI slop,’ but Calls Them a Catalyst for Real Creators |
| WccfTech | June 26, 2026 |
IBM’s 0.7-nanometer “Nanostack” chip manufacturing technology demonstrates that U.S. semiconductor innovation continues to lead the world. IBM’s 0.7-Nanometer “Nanostack” Chipmaking Technology Shows That American Semiconductor Innovation Still Leads the World |
| WccfTech | June 26, 2026 |
Kadokawa, the parent company of FromSoftware, reappointed its CEO despite investors attempting to oust him on the grounds of “significant profit outflow.” FromSoftware’s Parent Company Kadokawa Retains Its CEO After Investors Tried to Replace Him, Citing “Material Profit Leakage” for Failing to Capitalize on the Success of *Elden Ring* |
| WccfTech | June 26, 2026 |
Micron is blaming Apple for the current memory crisis, arguing that Apple’s purchases at “unprecedentedly low prices” during the previous downturn have hindered capacity expansion. Micron Blames Apple for the Ongoing Memory Crisis, Saying It “Took Advantage” of the Last Downturn to “Pay Rock-Bottom Prices,” Deterring Capacity Expansion |
| WccfTech | June 26, 2026 |
“The Adventures of Elliot: The Millennium Tales, Dark Scrolls, Empulse, and more” are coming to GeForce NOW as part of the first wave of the Steam Summer Sale The Adventures of Elliot: The Millennium Tales, Dark Scrolls, Empulse, and More Join GeForce NOW as the First Wave of the Steam Summer Sale Kicks Off |
| WccfTech | June 26, 2026 |
Apple’s most expensive Mac now costs $14,299, and it only comes with 96GB of unified memory. Apple’s Most Expensive Mac Now Costs $14,299, and It Only Has 96GB of Unified Memory |
| WccfTech | June 26, 2026 |
Bungie announced layoffs, citing that it had become “difficult to operate at the same scale as before” following the final update for Destiny 2. Bungie Announces Layoffs Following Destiny 2’s Final Update, Citing That It “Could Not Continue Operating at Its Previous Size” |
| WccfTech | June 25, 2026 |
With the launch of the Nintendo Switch 2, spending on boxed games in the U.S. saw its first year-over-year increase in 17 years. The Nintendo Switch 2 Led to a Year-Over-Year Increase in Spending on Physical Games in the U.S. for the First Time in 17 Years |
| WccfTech | June 25, 2026 |
Apple, a trillion-dollar company struggling with a memory shortage, has announced significant price increases across its entire product line, with surcharges of up to $1,300. Apple Announces Massive Price Increases Across the Board, With a Premium of Up to $1,300 Being Charged as the Memory Crisis Takes Its Toll on the Trillion-Dollar Giant |
| WccfTech | June 25, 2026 |
Enshrouded will release Version 1.0 for PC and PS5 on October 15, but Xbox players will have to wait until spring 2027. Enshrouded Locks Launches on October 15, Version 1.0, for PC and PS5, but Xbox Players Must Wait Until Spring 2027 |
| WccfTech | June 25, 2026 |
In response to AM5 builds becoming significantly more affordable, AMD has lowered the prices of the 9600X and 7600X to under $180 and under $150, respectively. AMD Cuts Prices on the 9600X and 7600X to Below $180 and $150, Making AM5 Builds Dramatically More Affordable |
| WccfTech | June 25, 2026 |
ASUS has quietly rolled out a new BIOS patch that restores TSME on consumer-grade Ryzen chips. ASUS Quietly Rolls Out a New BIOS Patch That Restores TSME on Consumer Ryzen Chips |
| WccfTech | June 25, 2026 |
Valve’s Steam Machine was supposed to launch at around $718, but the price was pushed up to $1,049 due to a parts shortage. Valve’s Steam Machine Could Have Launched at Around $718, but the Component Shortage Pushed the Price Up to $1,049 Instead |
| WccfTech | June 25, 2026 |
Intel Core Ultra 7 270K Plus Price Drops to Just $264 on Amazon Intel Core Ultra 7 270K Plus Drops to Just $264 on Amazon |
| WccfTech | June 25, 2026 |
Epic’s CEO criticized Valve for being “irresponsible” in forcing AI disclosure on Steam and stated that Unreal Engine 6 will take AI even further. Valve Is “Irresponsible” to Require AI Disclosures on Steam, Says Epic CEO, While Unreal Engine 6 Doubles Down on AI |
| WccfTech | June 25, 2026 |
It has been reported that the physical disc version of GTA 6 will be released this month (December), and the ray-traced screenshots may not accurately reflect how the game actually looks on consoles. GTA 6 Physical Disc Reportedly Arrives This December, While Ray-Traced Screenshots May Not Reflect Console Performance |
| Semiconductor Today | June 25, 2026 |
NUBURU is advancing a $2.2 million blue laser rover project to help the LaserTech business unit make progress toward achieving its 2026 revenue target. NUBURU secures a $2.2 million blue-laser rover contract, supporting progress toward the 2026 revenue targets for its LaserTech business line |
| JW.com (JW) | June 25, 2026 |
Investigation into Abnormal Fluctuations in Stock Trading Completed; CSSG Special Gases to Resume Trading Tomorrow Investigation into Abnormal Fluctuations in Stock Trading Completed; CSSC Special Gas to Resume Trading Tomorrow |
| JW.com (JW) | June 25, 2026 |
Yunzong Technology’s Stock Price Rises Approximately 278% in 37 Trading Days; Trading Suspended and Under Investigation Due to Significant Deviation from Fundamentals Yunzong Technology’s Stock Price Rises Nearly 278% Over 37 Trading Days; Trading Suspended and Under Investigation Due to Severe Deviation from Fundamentals |
| JW.com (JW) | June 25, 2026 |
A Wholly-Owned Subsidiary of Yongtai Technology Signs a Cooperation Agreement with CATL for Electrolyte Raw Materials A wholly-owned subsidiary of Yongtai Technology has signed a cooperation agreement with CATL regarding electrolyte raw materials |
| JW.com (JW) | June 25, 2026 |
Wuxi High-Tech Zone: One of a Kind! “Jianxing Net End” Has the Full Chain! Wuxi High-Tech Zone: One of a Kind! “Jianxing Net End” Has the Full Chain! |
| JW.com (JW) | June 25, 2026 |
Sunny Optical Plans to Invest an Additional 500 Million Yuan in Goertek; Stake to Rise to Approximately 33.27% Sunny Optical Plans to Make a Further 500 Million Yuan Investment in Goertek; Stake to Rise to Approximately 33.27% |
| JW.com (JW) | June 25, 2026 |
Jingce Electronics Subsidiary Signs 135 Million Yuan Contract for On-Site Defect Detection Equipment Jingce Electronics’ Controlling Subsidiary Signs 135 Million Yuan Contract for the Sale of On-Site Defect Detection Equipment |
| JW.com (JW) | June 25, 2026 |
Huafeng Aluminum’s Core Hot Continuous Rolling Mill Unit for the Chongqing Phase II Project Officially Begins Operations Huafeng Aluminum’s Core Hot Continuous Rolling Mill Unit for the Chongqing Phase II Project Officially Begins Operations |
| JW.com (JW) | June 25, 2026 |
A subsidiary of Han’s Laser plans to build an optical fiber and preform project, with a total investment not exceeding 2.52 billion yuan Huzhu Laser’s Controlling Subsidiary Plans to Build Optical Fiber and Preform Project; Total Investment Will Not Exceed 2.52 Billion Yuan |
| JW.com (JW) | June 25, 2026 |
Beijing Junzheng Obtains Registration for H-Share Listing; Plans to Issue Up to 61.658 Million Overseas-Listed Common Shares Beijing Junzheng Obtains Filing Approval for H-Share Listing; Plans to Issue No More Than 61,658,000 Overseas-Listed Common Shares |
| JW.com (JW) | June 25, 2026 |
MWC Shanghai 2026 | Zhuang Siming, Senior Vice President of Engineering at Qualcomm: AI Is Reshaping the Path to Value Creation 2026 MWC Shanghai | Zhuang Siming, Senior Vice President of Engineering at Qualcomm: AI Agents Are Reshaping the Path to Value Creation |
| JW.com (JW) | June 25, 2026 |
[awinic inside] Long-Lasting Wearable Performance, Precise Synchronization | awinic Powers the Xiaomi Watch S5’s Long Battery Life and Precise Positioning [awinic inside] Long-Lasting Battery Life and Precise Positioning | Awinic Enables the Xiaomi Watch S5’s Long Battery Life and Precise Positioning |
| JW.com (JW) | June 25, 2026 |
Xiangde Information Receives Support from Local State-Owned Capital in Shaanxi to Accelerate the Implementation of Its “Radar + AI + Industry Applications” System Xiangde Information Receives Support from Local State-Owned Capital in Shaanxi to Accelerate the Implementation of Its “Radar + AI + Industry Applications” System Solution |
| JW.com (JW) | June 25, 2026 |
MWC 2026 On-Site | Armed with the Key “Ticket,” Xingsi Semiconductor Showcases Full-Stack Capabilities of Its Domestic Satellite Internet NTN Baseband Chip MWC 2026 On-Site | With the Core “Ticket” in Hand, Xingsi Semiconductor Showcases the Full-Stack Capabilities of Its Domestically Produced NTN Satellite Internet Baseband Chip |
| JW.com (JW) | June 25, 2026 |
AiXin Yuanzi and Guanghe Tong Partner to Unveil AI Conference System Solution — Redefining the Smart Office with a Highly Energy-Efficient “Computing Infrastructure” AiXin Yuanzhi and Guanghe Tong Join Forces to Launch AI Conference System Solution, Reshaping Smart Offices with a Highly Energy-Efficient “Computing Infrastructure” |
| JW.com (JW) | June 25, 2026 |
Sunny Optical Technology and Goertek Each Invest 500 Million Yuan to Increase Capital in Goertek Optics Sunny Optical Technology and Goertek Each Contribute 500 Million to Capital Increase for Goertek Optics |
| Power Electronics News | June 26, 2026 |
The Evolution of PCIM Panels for Data Center Power Distribution: Part 1—The Transition to 800 V The Evolution of Data Center Power Distribution: PCIM Panel, Part 1—The Transition to 800 V |
| Power Electronics News | June 26, 2026 |
Innoscience States That Munich Decisions Do Not Impact Current GaN Portfolio Innoscience States Munich Decisions Do Not Impact Current GaN Portfolio |
| Power Electronics News | June 26, 2026 |
Ferric Strengthens Quality Standards with ISO 9001:2015 Certification Ferric Reinforces Quality Standards with ISO 9001:2015 Certification |
| Power Electronics News | June 25, 2026 |
Tektronix Announces Wideband Shunt and THDP0400 High-Voltage Probe Tektronix Introduces Wideband Shunts and the THDP0400 High-Voltage Probe |
| Power Electronics News | June 25, 2026 |
Wolfspeed Enters the AI Data Center Market with a New Silicon Valley Solutions Team Wolfspeed Expands into AI Data Centers with New Silicon Valley Solutions Team |
| Power Electronics News | June 25, 2026 |
PCIM 2026: Fabio Necco of CGD Discusses Monolithic GaN Integration and the Strengths of Startups PCIM 2026: CGD’s Fabio Necco on Monolithic GaN Integration and the Startup Advantage |
| Power Electronics News | June 25, 2026 |
Overcoming the Limits of Power Electronics: Designing in Reliable Performance from the Start Overcoming Power Electronics Limits: Designing-In Reliable Performance from the Start |
| Silicon Semiconductor | June 25, 2026 |
GigaDevice and Qt Group Announce Global Partnership GigaDevice and Qt Group Announce Global Partnership |
| Silicon Semiconductor | June 25, 2026 |
Synopsys Launches Multiphysics Solution Synopsys Launches Multiphysics Solutions |
| Silicon Semiconductor | June 25, 2026 |
“Available” Is Beyond Our Control: Balancing Production Volume, Quality, and Risk in Mass-Production Factories “Available” Is Beyond Our Control: Balancing Output, Quality, and Risk in High-Volume Fab Facilities |
| Silicon Semiconductor | June 25, 2026 |
MIT Lincoln Laboratory Invests in Two AIXTRON Hyperion 300 mm Systems MIT Lincoln Laboratory invests in two AIXTRON Hyperion 300 mm systems |
| Silicon Semiconductor | June 25, 2026 |
Imec Achieves Breakthrough in Ferroelectric Memory Research Imec Achieves Breakthroughs in Ferroelectric Memory Research |
| Silicon Semiconductor | June 25, 2026 |
Renesas Acquires Pictorus Renesas Acquires Pictorus |
| Silicon Semiconductor | June 25, 2026 |
AI Investment Expected to Drive Semiconductor Industry Growth to Over $2 Trillion by 2027 AI investment is expected to drive the semiconductor industry past $2 trillion by 2027 |
| Silicon Semiconductor | June 25, 2026 |
Sony and imec Announce High-Density Back-Side Interconnect Module Sony and imec Unveil High-Density Backside Connectivity Module |
| Silicon Semiconductor | June 25, 2026 |
Electronic Design Automation Market Expected to Reach $43.07 Billion by 2034 Electronic Design Automation market size projected to reach $43.07 billion by 2034 |
| Silicon Semiconductor | June 25, 2026 |
CEA-Leti Scales Ferroelectric RAM to the 22nm Node CEA-Leti Scales Ferroelectric RAM to the 22nm Node |
| 3D InCites | June 25, 2026 |
Avoiding Common Failure Modes in Bonding Applications Avoiding Common Failure Modes in Bonding Applications |
| Nikkei Asia (Semi) | June 26, 2026 |
Toshiba’s Lost Crown Jewels: Kioxia and U.S. Nuclear Power Soar in the AI Era Toshiba’s Lost Crown Jewels: Kioxia and U.S. Nuclear Power Soar in the AI Era |
| Nikkei Asia (Semi) | June 25, 2026 |
Qualcomm vs. Nvidia, and Drones vs. Dogs Qualcomm vs. Nvidia and Drones vs. Dogs |
| Nikkei Asia (Semi) | June 25, 2026 |
South Korea Plans New Chip Cluster Amid AI Boom That Is Straining Production Capacity South Korea Plans New Chip Cluster as AI Boom Strains Capacity |
| Nikkei Asia (Semi) | June 25, 2026 |
SK Hynix Shares Soar 15% on Nasdaq ADR Listing Plan SK Hynix Shares Jump 15% on Nasdaq ADR Listing Plan |
| Nikkei Asia (Semi) | June 25, 2026 |
SoftBank-owned chipmaker Arm secures 50% share in major AI data centers: executive SoftBank chipmaker Arm hits 50% share in top AI data centers: exec |
| Nikkei Asia (Semi) | June 25, 2026 |
Qualcomm to Design Data Center Chips Exclusively for China to Comply with U.S. Export Restrictions Qualcomm to Design a China-Specific Data Center Chip in Compliance with U.S. Export Restrictions |
| Nikkei Asia (Semi) | June 25, 2026 |
Activist Investor Sets Sights on Japan’s Ajinomoto as a Chip-Related Stock Activist investor targets Japan’s Ajinomoto as a chip-related stock |
| SemiWiki | June 26, 2026 |
Webinar: Why Google Cloud NetApp Volumes Matter for Modern EDA Workloads WEBINAR: Why Google Cloud NetApp Volumes Matter for Modern EDA Workloads |
| SemiWiki | June 26, 2026 |
How to Free Yourself from Inconsistent Engineering Documentation Before It’s Too Late How to Free Yourself from Inconsistent Engineering Documentation Before It’s Too Late |
| SemiWiki | June 25, 2026 |
COMPUTEX 2026: S2C and Andes Technology Showcase Full-Scale “EDA+IP” Synergy for the AI Era COMPUTEX 2026: S2C and Andes Technology Showcase Powerful “EDA+IP” Synergy for the AI Era |
| SemiWiki | June 25, 2026 |
The Biggest Wedding of the Year: Why AI Infrastructure Funding Is Making Waves in the Semiconductor Industry The Wedding of the Year: Why AI Infrastructure Financing Is Becoming a Semiconductor Story |
| SemiWiki | June 25, 2026 |
Modulators Are Not Products: Why AI Photonics Needs a Corridor for Electro-Optical Implementation The Modulator Is Not the Product: Why AI Photonics Needs an Electro-Optical Realization Corridor |
| EE Times China | June 25, 2026 |
Kyodo News: Two Japanese nationals detained in China are suspected of violating rare earth export regulations as employees of Fuji Electric Kyodo News: Two Japanese nationals detained in China are employees of Fuji Electric, suspected of rare earth export violations |
| EE Times China | June 25, 2026 |
Alibaba Officially Sues the U.S. Department of Defense, Demanding Removal from the “List of Chinese Military Companies” Alibaba has formally filed a lawsuit against the U.S. Department of Defense, demanding to be removed from the “List of Chinese Military Companies” |
| EE Times China | June 25, 2026 |
Fengqing Technology Establishes Aotao Intelligence as a Wholly Owned Subsidiary, Entering the AI and Integrated Circuit Chip Sectors Fengcheng Technology Establishes Wholly-Owned Subsidiary Aotao Intelligence to Expand into the AI and Integrated Circuit Chip Sectors |
| EE Times China | June 25, 2026 |
Breakthroughs in 2-Nanometer Mass Production and 3D Stacking: A Comprehensive Analysis of TSMC’s 2026 Advanced Process and Packaging Technologies 2-Nanometer Mass Production and 3D Stacking Breakthroughs: A Comprehensive Overview of TSMC’s 2026 Advanced Processes and Packaging Technologies |
| EE Times China | June 25, 2026 |
SemiAnalysis Forecast: Changxin Memory to Surpass Micron in Production Capacity by Year-End, Becoming the World’s Third-Largest DRAM Manufacturer SemiAnalysis Forecast: Changxin Memory’s Production Capacity to Surpass Micron’s by Year-End, Poised to Become the World’s Third-Largest DRAM Manufacturer |
| EE Times China | June 25, 2026 |
OpenAI and Broadcom Announce “Jalapeño,” Their First Custom AI Inference Chip—Tape-Out Completed in 9 Months OpenAI and Broadcom Jointly Announce Their First Custom AI Inference Chip, “Jalapeño,” Completing Tape-Out in 9 Months |
| EE Times China | June 25, 2026 |
*Nature* Questions Microsoft’s Quantum Breakthrough—Identified “Bandgap” Signal Is Essentially Close to Random Noise *Nature* Questions Microsoft’s Major Quantum Breakthrough: The Identified “Energy Gap” Signal Is Essentially Closer to Random Noise |
| EE Times China | June 25, 2026 |
Chongqing Zhenbao Technology’s Market Capitalization Exceeds 90.8 Billion Yuan on First Day of Listing on the STAR Market Chongqing Zhenbao Technology Listed on the STAR Market; Market Capitalization Exceeds 90.8 Billion on First Day |
| EE Times China | June 25, 2026 |
Xuanxiang Technology Develops World’s First Million-Atom Optical Trap Array Metasurface Chip—Breaking Through the Barrier to Scaling Up Neutral-Atom Quantum Computing Xuanxiang Technology has developed the world’s first metasurface chip featuring a million-scale atomic optical tweezers array, breaking through the bottleneck in scaling up neutral-atom quantum computing |
| EE Times China | June 25, 2026 |
SK Hynix Plans to List on NASDAQ, Aiming to Raise $29 Billion SK Hynix Plans to List on NASDAQ, Aiming to Raise $290 Billion |
| EE Times China | June 25, 2026 |
Qualcomm in Talks with ByteDance on Custom Chip Design Services—Aiming for VPU Mass Production by Year-End Reports indicate that Qualcomm is in talks to provide custom chip design services to ByteDance, with the goal of mass-producing VPUs by the end of the year |
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