Today’s semiconductor news highlights how companies are accelerating massive investments and technological innovation against the backdrop of growing global demand for AI.Notably, efforts to expand production capacity at the national strategic level are gaining prominence, with TSMC making an additional $20 billion investment in its U.S. factories, and in South Korea, SK hynix, Samsung, and Amkor announcing a large-scale industrial hub development plan involving a total investment of 896 trillion won in the southwestern region.On the technological front, advancements continue in both miniaturization and thermal management, with TSMC promoting an innovative cooling technology that incorporates water channels directly onto the chip surface for AI semiconductors, and Socionext beginning development of SoCs for AI data centers using TSMC’s A14 process.Furthermore, competition in the AI infrastructure market is intensifying, with Samsung expanding its 2nm portfolio and Huawei planning to launch AI chips in the South Korean market with the aim of replacing NVIDIA.According to SEMI’s forecasts, investment in 300mm manufacturing equipment for memory is expected to exceed $50 billion for the first time in 2026, and the semiconductor industry is currently in an unprecedented cycle of investment and development.
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Main News
- SK hynix, Samsung, and Amkor plan a total investment of 896 trillion won in the southwestern region of South Korea
The South Korean government announced plans for SK hynix, Samsung Electronics, and Amkor Technology to invest a total of 896 trillion won in the region centered around Gwangju in southwestern South Korea. This plan includes the construction of four advanced memory factories, the development of an AI data center, and the expansion of Amkor’s advanced packaging plant. The government is fully supporting infrastructure development and human resource development, aiming to develop the region into the second semiconductor production hub after the metropolitan area. - Taiwanese authorities approve nine major foreign investment projects; TSMC invests an additional $20 billion to expand its U.S. factory
Taiwan’s economic authorities have approved nine major investment deals, including a $20 billion capital increase by TSMC to its U.S. subsidiary. This funding will be used to build a 12-inch wafer plant and an advanced packaging plant in the United States. This approval includes overseas investments not only from TSMC but also from Formosa Plastics, Nanya Technology, and Quanta Computer, clearly demonstrating that Taiwanese companies are actively investing capital toward global supply chain restructuring. - Investment in 300mm Manufacturing Equipment for Memory to Exceed $50 Billion for the First Time in 2026
According to SEMI’s latest report,investment in 300mm wafer-compatible semiconductor manufacturing equipment for memory is projected to reach $52 billion in 2026, surpassing $50 billion for the first time.Growing demand for AI infrastructure and data centers is driving the memory market, and investment is projected to increase to $57 billion by 2027. This rise in investment suggests that expanding production capacity for advanced memory is an urgent global priority. - TSMC develops innovative cooling system with “water channels” on the surface of AI semiconductors, moving forward with mass production.
TSMC is developing an innovative cooling technology that involves creating “water channels” directly on the chip surface to address the heat generation problem of AI semiconductors. As AI chips become more powerful, power consumption and heat generation are becoming serious issues. This direct-to-chip cooling method, which goes beyond conventional air cooling and liquid cooling, is expected to be a crucial technological breakthrough in the mass production of next-generation AI semiconductors. This technology has the potential to have a significant impact on the design of future data center chips. - According to sources, Samsung is expanding its 2nm portfolio ahead of the start of mass production of the SF1.4 process in 2029,with SF2P+ targeted for 2027–2028
Samsung Foundry is strengthening its 2nm-generation portfolio in preparation for the start of mass production of the 1.4nm process (SF1.4), scheduled for 2029.In particular, the company plans to introduce the high-performance SF2P+ variant between 2027 and 2028. Amid rising manufacturing costs, the aim is to provide customers with a wider range of options and secure a competitive edge in the race to scale down process nodes against rivals. - Socionext Develops TSMC A14 Chiplets for AI Data Center SoCs
Socionext is introducing chiplet technology based on TSMC’s latest A14 process for the development of SoCs for AI data centers.By adopting a chiplet design, the company aims to optimize the computational performance and power efficiency required for complex AI processing, thereby reducing the load on data centers. This strategy combines cutting-edge manufacturing processes with design technology to enhance competitiveness in the high-performance AI computing market. - Samsung attracts AI chip makers with a 2nm roadmap, supported by robust foundry demand.
Against the backdrop of robust foundry demand, Samsung is strengthening its manufacturing roadmap centered on the 2nm process and accelerating the attraction of major AI chip manufacturers. With the rapid growth of the AI semiconductor market and increasing demand for cutting-edge processes, Samsung aims to expand its share and strengthen its customer base in the foundry market by providing comprehensive solutions from design to manufacturing. - According to sources, Huawei plans to launch its Ascend AI chips and Atlas 950 SuperPod in the South Korean market in the fourth quarter of 2026,Aiming to Replace NVIDIA
Huawei plans to launch its “Ascend” series of AI accelerators and the “Atlas 950 SuperPod” computing system in the South Korean market in the fourth quarter of 2026.This move by Huawei—which is subject to U.S. sanctions—to promote its own products as alternatives to NVIDIA’s is an attempt to establish a foothold in South Korea’s AI infrastructure market and could influence future market competition. - Anthropic’s plans for its own AI chip development have caused a sharp decline in US semiconductor stocks! SanDisk plummeted 14% in the Philadelphia market and elsewhere…
Following reports that AI company Anthropic plans to develop its own AI chips, semiconductor-related stocks across the US market fell sharply. Concerns that a specific AI company shifting to in-house design could threaten demand from existing semiconductor manufacturers have spread, causing market turmoil, with related stocks such as SanDisk plummeting. - Panic in South Korea! The “Hellish Reversal” That Hit Investors Caught Up in AI Market Frenzy… What Is the “Extremely Dangerous Investment Behavior” Japan Should Also Watch Out For?
This is a warning about the sharp market reversal faced by investors in the South Korean market, which had been buzzing with the surge in AI-related stocks.It highlights how bubble-like investment behavior driven by excessive expectations can lead to massive losses during market corrections. In the Japanese market as well, a cautious approach is needed toward overheated investments riding the AI boom, and the importance of risk management is once again being emphasized.
News List (215 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | July 2, 1:59 p.m. |
Micron and GM Sign Long-Term Memory Supply Agreement for Automotive Applications Micron and GM strike long-term memory supply deal for vehicles |
| DIGITIMES | July 2, 3:12 p.m. |
Singapore Files Additional Fraud and Money Laundering Charges in Nvidia-Related Server Case Singapore Files Additional Fraud and Money Laundering Charges in Nvidia-Linked Server Case |
| DIGITIMES | July 2, 3:00 p.m. |
Passive Component Suppliers Regain Momentum on AI Server and Automotive Demand Passive component suppliers regain momentum on AI server and auto demand |
| DIGITIMES | July 2, 2:56 p.m. |
Analysis: How Long Will the AI-Driven Memory Boom Last? Analysis: How Long Can the AI-Driven Boom in Memory Last? |
| DIGITIMES | July 2, 11:52 |
LG Electronics Launches ASIC Design Services Amid Growing Interest in TSMC-Related Developments LG Electronics Enters the ASIC Design Services Market as TSMC Partnerships Draw Attention |
| DIGITIMES | July 2, 12:22 |
AI Server Survey Highlights the Evolution of Taiwan’s Motherboard Industry AI Server Probe Offers a Glimpse into the Evolving Journey of Taiwan’s Motherboard Industry |
| DIGITIMES | July 2, 12:00 |
Samsung Courts AI Chipmakers with 2nm Roadmap Amid Strong Foundry Demand Samsung Courts AI Chipmakers with 2nm Roadmap Amid Firming Foundry Demand |
| DIGITIMES | July 2, 11:37 |
Chinese Power Chip Manufacturer Reveals AI Server Supply Shortages at Mature Nodes Due to Price Hikes Chinese power chip manufacturers raise prices, highlighting a supply crunch for AI servers using mature-node technology |
| DIGITIMES | July 2, 11:30 |
Infineon Completes Acquisition of ams OSRAM’s Sensor Business, Adding 230 Million Euros to Annual Revenue Infineon Completes Acquisition of ams OSRAM’s Sensor Business, Adding EUR230 Million in Annual Revenue |
| DIGITIMES | July 2, 11:24 |
Memory Price Relief for PC Brands Is Expected to Be Temporary Memory price relief for PC brands is expected to be temporary |
| DIGITIMES | July 2, 11:24 |
Socionext to Develop TSMC A14 Chiplet for AI Data Center SoCs Socionext to Develop TSMC A14 Chiplet for AI Data Center SoCs |
| DIGITIMES | July 2, 11:14 |
Chip strategies by BOE and other Chinese panel manufacturers are increasing pressure on South Korea BOE and Other Chinese Panel Makers’ Push into Chips Intensifies Pressure on South Korea |
| DIGITIMES | July 2, 10:55 |
Apple’s PCB Supplier Bolsters iPhone 18 Production Capacity Despite Memory Price Shock Apple PCB Suppliers Press Ahead with iPhone 18 Production Despite Memory Price Shock |
| DIGITIMES | July 2, 10:53 |
Qualcomm’s Dragonfly Bolsters Its Bet, but MediaTek’s TPU and ASIC Integration Underpin Its Competitiveness Qualcomm’s Dragonfly raises the stakes, but MediaTek’s TPU and ASIC partnerships keep it in the race |
| DIGITIMES | July 2, 10:34 |
Reports that Apple is seeking to source memory chips from China are reigniting supply chain and geopolitical tensions Apple’s reported pursuit of Chinese memory chips reignites supply chain and geopolitical tensions |
| DIGITIMES | July 2, 10:09 |
Fujifilm India Signs Memorandum of Understanding to Evaluate Semiconductor Materials Manufacturing in Gujarat Fujifilm India Signs MoU to Assess Semiconductor Materials Manufacturing in Gujarat |
| EE Times (US) | July 2, 2026 |
Turkey Needs to Manufacture Chips Domestically, Not Just Design Them Turkey Needs to Make Its Own Chips, Not Just Design Them |
| EE Times (US) | July 2, 2026 |
As Agent-Based Workloads Expand, OpenSearch Powers AI Data Infrastructure OpenSearch Powers AI Data Infrastructure as Agentic Workloads Scale |
| EE Times (US) | July 2, 2026 |
Achieving Diversity in Large-Scale Environments Engineering Heterogeneity at Scale |
| Nikkei Tech Foresight | July 3, 2026 | Kanazawa University Recovers Lead and Gold from Perovskite Solar Cells in a Single Process |
| Nikkei Tech Foresight | July 3, 2026 | June 2026 Article Rankings: No. 1 is the special feature “How to Build Optoelectronic Integration” |
| Nikkei Tech Foresight | July 3, 2026 | TSMC Introduces Innovative Cooling System with “Water Channels” on AI Semiconductor Surfaces; Moves Closer to Mass Production |
| Nikkei Tech Foresight | July 2, 2026 | Two Taiwanese Companies Use Metalentics to Tackle the Challenge of “Alignment” in Optoelectronic CPO |
| Nikkei Tech Foresight | July 2, 2026 | Dexerials: The “Era of Chaos” in Optoelectronics Convergence—Maintaining a Cool Head While Taking the Offensive |
| Nikkei Tech Foresight | July 2, 2026 | OIST Unveils Design Concept for High-NA EUV Lithography System: High Resolution and Lower Costs |
| Mynavi News Tech Plus | July 2, 2026 | Infineon Completes Acquisition of ams OSRAM’s Non-Optical Analog and Mixed-Signal Sensor Business |
| Mynavi News Tech Plus | July 2, 2026 | SK hynix, Samsung, and Amkor Plan to Invest a Total of 896 Trillion Won in Southwestern Korea, South Korean Government Announces |
| Mynavi News Tech Plus | July 2, 2026 | Elephantec Develops “SAphire B” Copper Nanopaste for High-Layer-Count PCBs Used in AI Servers |
| TrendForce | July 2, 2026 |
SK Hynix Announces 100 Trillion Won Investment in Cheongju—Includes an 80 Trillion Won NAND Fab, Aiming for Operation in the First Half of 2029 SK hynix Announces a KRW 100T Investment in Cheongju, Including a KRW 80T NAND Fab Scheduled to Begin Operations in the First Half of 2029 |
| TrendForce | July 2, 2026 |
According to sources, SK Hynix has removed the price cap on its long-term memory contracts, adopting a different policy from Micron. SK hynix Reportedly Removes Price Cap in Long-Term Memory Agreements, Diverging from Micron |
| TrendForce | July 2, 2026 |
According to sources, Huawei plans to launch its Ascend AI chip and Atlas 950 SuperPod in the South Korean market in the fourth quarter of 2026, aiming to replace NVIDIA. Huawei Reportedly Plans to Launch Ascend AI Chips and the Atlas 950 SuperPod in South Korea in Q4 2026 as an Alternative to NVIDIA |
| TrendForce | July 2, 2026 |
According to sources, Samsung is expanding its 2nm portfolio ahead of the start of mass production of SF1.4 in 2029, with SF2P+ targeted for 2027–28. Samsung Reportedly Expands Its 2nm Portfolio Ahead of Mass Production of SF1.4 in 2029; SF2P+ Targets 2027–28 |
| TrendForce | July 2, 2026 |
According to sources, DDR4 kits will be discounted by about 50% during a promotional sale in Japan, reaching their lowest price levels since the end of 2025. DDR4 Kits Reportedly See Nearly 50% Discount in a Promotional Sale in Japan, Reaching Their Lowest Price Since Late 2025 |
| Semiconductor Digest | 3 hours ago |
Micron and General Motors Sign Strategic Agreement to Secure Supply and Promote Innovation Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation |
| Semiconductor Digest | 3 hours ago |
Nova WMC Expands Adoption Across the Most Advanced Packaging Processes Nova WMC Expanding Adoption Across the Most Advanced Packaging Processes |
| Semiconductor Digest | 3 hours ago |
Researchers at Hanbat National University Develop a New Predictive Model for 2D Perovskite Design Hanbat National University Researchers Develop a New Predictive Model for Designing 2D Perovskites |
| Semiconductor Digest | 3 hours ago |
Infineon Opens the World’s Largest Fab for Power Semiconductors and Analog/Mixed-Signal Technology in Dresden Infineon Opens the World’s Largest Fab for Power Semiconductors and Analog/Mixed-Signal Technologies in Dresden |
| The Nikkei | July 3, 2026 | Nikkei 225 futures fall in Osaka Exchange’s night session, down 570 yen to 68,290 yen |
| The Nikkei | July 3, 2026 | Apple’s Memory Procurement from China Triggers Sell-off in Semiconductor Stocks; Market Reactions Are Mixed |
| The Nikkei | July 3, 2026 | U.S. Stocks: Dow Rallies 594 Dollars to Record High as Expectations for U.S. Rate Hikes Ease; Nasdaq Continues to Fall |
| The Nikkei | July 3, 2026 | Dow Jones Industrial Average Rallies 594 Dollars, Hits New High; Nasdaq Composite Continues to Fall Amid Semiconductor Sell-off |
| The Nikkei | July 3, 2026 | U.S. Stocks: Dow Rallies to Record High as Expectations for an Early Rate Hike Fade Following Employment Report |
| The Nikkei | July 3, 2026 | Germany’s Infineon to Build New Power Semiconductor Plant for 9000億円; Major Restructuring in Japan |
| The Nikkei | July 3, 2026 | Fujitsu Unveils Unprecedented 10-Year Plan Ahead of Its 100th Anniversary, Laying the Groundwork to Become an “AI-Driven Profit-Generating Company” |
| The Nikkei | July 3, 2026 | Law Firms Open Offices in Silicon Valley One After Another; Nagashima, Ohno & Tsunematsu to Open in August |
| The Nikkei | July 3, 2026 | Kioxia Stock Price Plummets, Approaching 70,000-Yen “Defense Line”; Fears of Accelerating Panic Selling Mount |
| The Nikkei | July 3, 2026 | Japanese Stocks: “Growth Strategy” Mutual Funds Are Popping Up One After Another |
| Diamond Online | July 2, 7:00 p.m. | The Trump Family Reaps Huge Profits from Middle Eastern Money |
| Diamond Online | July 1, 10:00 p.m. | What Is the Surprising Connection Between “Kioxia’s 1 Billion Yen Earners” and “University of Tokyo Students Turning Away from Consulting”? |
| Diamond Online | July 1, 9:30 p.m. | Why Nintendo’s Profit Margin Plummeted Despite the “Switch 2” Being a Huge Hit |
| Diamond Online | July 1, 8:00 p.m. | Why Wall Street Bullish Investors Aren’t Worried About the Stock Market’s Sharp Rise |
| Diamond Online | June 30, 8:25 p.m. | What Is the Annual Salary of a Senior Executive in Their Late 50s at Canon? [Based on 5,000 User Reviews] |
| Diamond Online | June 30, 8:00 p.m. | A $1 Trillion Debt Bubble Pushes the U.S. Stock Market to Dangerous Heights |
| Diamond Online | June 30, 7:35 p.m. | External Auditor Compensation Rankings [Bottom 2,000]: Toei Animation, Metaplanet, Round One… The Latest Compensation Rankings for 4,574 “Guardians of Auditing” |
| Diamond Online | June 30, 7:10 p.m. | Semiconductor Distributor Macnica HD Surpasses 1 Trillion Yen in Sales for the First Time in the Semiconductor Sector! CFO Reveals M&A Strategy Driving “Double-Digit Growth in ‘Hot Sectors’” Going Forward 《Repost》 |
| Diamond Online | June 30, 7:00 p.m. | [In-Depth Analysis of Kioxia] Why Is There “Still Room for Growth”? / “Two Strategies to Gain Ground Against NVIDIA” Revealed Through Reporting in Taiwan / A Structure That Makes It Difficult for Competitors to Catch Up |
| Diamond Online | June 30, 10:00 a.m. | What Is the Annual Salary for E5-Level Employees in Their Late 40s at Ebara Corporation? [Based on 5,000 User Reviews] |
| Diamond Online | June 29, 10:00 p.m. | Panic in South Korea! The “Hellish Reversal” That Hit Investors Enamored with the AI Stock Market… What Is the “Extremely Dangerous Investment Behavior” That Japan Should Also Be Wary Of? |
| Tom’s Hardware | July 2, 2026, 9:06 p.m. |
A few days after Washington decided to postpone the development of GPT-5.6, OpenAI announced that it was considering selling a 5% stake in the company to the U.S. government OpenAI is considering giving the U.S. government a 5% stake in the company, days after Washington delayed GPT-5.6 |
| Tom’s Hardware | July 2, 2026, 8:58 p.m. |
A startup activated a nuclear microreactor on stage to power an Nvidia RTX Spark desktop PC Startup Activates Nuclear Microreactor Live on Stage to Power an NVIDIA RTX Spark Desktop PC |
| Tom’s Hardware | July 2, 2026, 8:00 p.m. |
Singapore Police Seize $42 Million Mansion Belonging to Suspect in Nvidia AI GPU Smuggling Case and Freeze $772,000 in Bank Accounts Singapore police seize a $42 million mansion and freeze a $772k bank account linked to suspected Nvidia AI GPU smugglers |
| TechPowerup | July 2, 2026, 8:55:10 PM UTC |
Relic Entertainment has announced that it will begin selling *Company of Heroes 3: Final Stand* on July 29 Relic Entertainment Announces *Company of Heroes 3: Final Stand*, Launching July 29 |
| TechPowerup | July 2, 2026, 6:17:12 PM +00:00 |
Samsung and SK hynix to expand semiconductor production capacity with an $870 billion plan Samsung and SK hynix to Expand Semiconductor Capacity with an $870 Billion Plan |
| TechPowerup | July 2, 2026, 5:57:19 PM +00:00 |
GoDeal24 Announces Summer Sale—Offering Windows 11 and Office 2024 for Just $31.91 GoDeal24 Unveils Midsummer Sale: Get Windows 11 + Office 2024 for Just $31.91 |
| TechPowerup | July 2, 2026, 5:37:26 PM +00:00 |
“Assassin’s Creed Black Flag Resynced” Receives Steam Deck Certification Ahead of Release “Assassin’s Creed Black Flag Resynced” Receives Steam Deck Verification Ahead of Launch |
| TechPowerup | July 2, 2026, 5:33:44 PM +00:00 |
Cooler Master Announces MasterFan A and M Series Fans, Delivering Excellent Static Pressure, Airflow, and Low Noise Cooler Master Unveils MasterFan A and M Series Fans for High Static Pressure, Airflow, and Low Noise |
| TechPowerup | July 2, 2026, 5:27:09 PM +00:00 |
Get Office 2024 and an 8-course training bundle for $116 Get Office 2024 and an 8-course Training Bundle for $116 |
| TechPowerup | July 2, 2026, 5:20:33 PM UTC |
Intel Resumes Production of 13th and 14th Gen Core Processors for the Chinese PC Market Intel Resumes Production of 13th and 14th Generation Core Processors for the Chinese PC Market |
| TechPowerup | July 2, 2026, 4:46:04 PM +00:00 |
System76 Launches New Lemur Pro Laptops Featuring Intel Panther Lake CPUs System76 Launches New Lemur Pro Laptops with Intel Panther Lake CPUs |
| TechPowerup | July 2, 2026, 4:22:55 PM +00:00 |
Replace Your ChatGPT, Claude, and Gemini Subscriptions with This $79 Lifetime Deal This $79 Lifetime Deal Replaces Your ChatGPT, Claude, and Gemini Subscriptions |
| TechPowerup | July 2, 2026, 3:59:45 PM +00:00 |
Longsys Achieves Monthly Production Capacity of 1 Million mSSDs, Accelerating the Adoption of Edge AI Storage Longsys Reaches One Million Monthly mSSD Production Capacity, Accelerating Edge AI Storage Deployment |
| EETimes Taiwan | July 2, 2026 |
In Response to the Disruptive Impact of AI, the Telecommunications Industry Is Focusing on Automation In Response to the Disruptive Impact of AI, the Telecommunications Industry Is Betting on Automation |
| EETimes Taiwan | July 2, 2026 |
CarPlay vs. Android Auto: The Battle for Control Behind the In-Car Experience CarPlay vs. Android Auto: The Battle for Control Behind the In-Car Experience |
| EETimes Taiwan | July 2, 2026 |
Business opportunities in AI optical interconnects are driving service providers to expand their outsourcing markets in Southeast Asia, while technology companies are targeting markets across industries AI Optical Interconnect Business Opportunities Drive Service Providers to Expand into Southeast Asia’s Outsourcing Market; Tech Firms Target Markets Across Industries |
| EETimes Taiwan | July 1, 2026 |
Is Internal Interconnect in Data Centers a Revolution or a Gradual Evolution? Is Data Center Internal Interconnect a Revolution or a Gradual Evolution? |
| EETimes Taiwan | July 1, 2026 |
Multiphase, Ultra-Thin, Low-Noise Power Solutions Break Through Limitations to Support High-Density Applications Addressing High-Density Applications: Multi-Phase, Ultra-Thin, Low-Noise Power Solutions Break Through Limitations |
| EETimes Taiwan | July 1, 2026 |
By 2032, 80% of wearable devices will be equipped with AI By 2032, 80% of wearable devices will be equipped with AI |
| EETimes Asia | July 2, 2026 |
Mouser Discusses Distribution Strategies for AI-Driven Electronics Supply Chains Mouser Discusses Distribution Strategies for AI-Driven Electronics Supply Chains |
| EETimes Asia | July 2, 2026 |
EdgeCortix Successfully Demonstrates Edge AI Platform in U.S. Air Force Flight Exercise EdgeCortix Successfully Demonstrates Edge AI Platform in USAF Flight Exercise |
| EETimes Asia | July 2, 2026 |
NTU Singapore Launches Industry-Collaborative IC Design Program NTU Singapore Launches Industry-Aligned IC Design Program |
| EETimes Asia | July 2, 2026 |
MIPI Alliance Honors Recipients at Its 13th Annual Membership Awards Ceremony MIPI Alliance Celebrates Honorees at Its 13th Annual Membership Awards Ceremony |
| EETimes Asia | July 2, 2026 |
Keysight and WIN Collaborate on MMIC Design Workflow Keysight and WIN Collaborate on MMIC Design Workflow |
| EETimes Asia | July 1, 2026 |
Applied Materials Expands Operations with New Manufacturing and R&D Campus in Singapore Applied Materials Expands Singapore Operations with New Manufacturing and R&D Campus |
| EETimes Asia | July 1, 2026 |
MIDA Supports GreatAsic-Xenith Partnership to Enhance Malaysia’s IC Design Capabilities MIDA Backs GreatAsic-Xenith Partnership to Advance Malaysia’s IC Design Capabilities |
| EETimes Asia | July 1, 2026 |
5 Ways Advanced Surface Modification Prevents PCB Potting Failures 5 Ways Advanced Surface Modification Prevents PCB Potting Failures |
| EETimes Asia | July 1, 2026 |
SEMI Forecasts 300mm Memory Equipment Investment to Exceed $50 Billion in 2026 SEMI: 300mm Memory Equipment Investment to Top $50B in 2026 |
| EETimes India | July 2, 2026 |
Keysight and WIN Collaborate on MMIC Design Workflow Keysight and WIN Collaborate on MMIC Design Workflow |
| EETimes India | July 2, 2026 |
5 Ways Advanced Surface Modification Prevents PCB Potting Failures 5 Ways Advanced Surface Modification Prevents PCB Potting Failures |
| EETimes India | July 1, 2026 |
The Digital India Program Marks Its 11th Anniversary and Strengthens Its Focus on AI and the Semiconductor Industry Digital India Program Marks 11 Years, Shifts Focus to AI and the Semiconductor Industry |
| ZDNET Korea | July 2, 2026 |
RaonSecure: “Actively Addressing the Three Major Security Themes: ZT, Agent-Based AI, and PQC” RaonSecure: “Proactively Addressing the Three Major Security Issues: ZT, Agent-Based AI, and PQC” |
| ZDNET Korea | July 2, 2026 |
Befanguk Soft Camp CEO: “Expanding Our Business Through AI Access Management… Well-Received by Customers” Bae Hwan-guk, CEO of SoftCamp: “Expanding Our Business Through AI Access Management… Positive Feedback from Clients” |
| ZDNET Korea | July 2, 2026 |
Google Fined 7.3 Trillion in the EU… Loses Antitrust Case Google Fined 7.3 Trillion by the EU… Loses Antitrust Case |
| ZDNET Korea | July 2, 2026 |
OpenAI Cuts ChatGPT Inference Costs in Half… “Compute Multiplier” Optimization Strategy OpenAI Cuts ChatGPT Inference Costs in Half… ‘Compute Multiplier’ Optimization Strategy |
| ZDNET Korea | July 2, 2026 |
DeepSeek Secures First External Investment of 11 Trillion Won. The Impact of the Anthropic Myth Lies Behind It DeepSeek Secures First External Investment of 11 Trillion Won; The Impact of Anthropic Mythus Lies Behind It |
| ZDNET Korea | July 2, 2026 |
Google Notebook LM Converts Documents into 60-Second Vertical Short-Form Videos… Features “Nano Banana 2 Lite” Google Notebook LM Turns Documents into 60-Second Vertical Short-Form Videos… Features ‘Nano Banana 2 Lite’ |
| ZDNET Korea | July 2, 2026 |
Unresolved Issues Following the Sale of Gunzan Shipyard… How Far Can Production Volumes and Employment Be Guaranteed? Unresolved Issues Following the Sale of the Gunsan Shipyard… How Far Can Production Volumes and Employment Be Guaranteed? |
| ZDNET Korea | July 2, 2026 |
Ministry of Science and ICT: “Demonstration of a 100-qubit quantum processor by 2030” Ministry of Science and ICT: “Demonstration of a 100-qubit quantum processor by 2030” |
| ZDNET Korea | July 2, 2026 |
[Card News] At what age do older drivers lose the right to drive? [Card News] Elderly Drivers: At What Age Are They No Longer Allowed to Drive? |
| ZDNET Korea | July 2, 2026 |
Aromatica’s “Rosemary Root Enhancer” Ranks No. 1 in the Scalp Care Category on Amazon Prime Day Aromatica’s “Rosemary Root Enhancer” Ranks No. 1 in Scalp Care on Amazon Prime Day |
| ZDNET Korea | July 2, 2026 |
SOOP to Produce and Broadcast More Than 20 Swimming Competitions This Year SOOP to Produce and Broadcast More Than 20 Swimming Competitions This Year |
| ZDNET Korea | July 2, 2026 |
K-System Semiconductor’s Talent Development Hub Hosts “IDEC Congress 2026” “IDEC Congress 2026,” a Cradle for K-System Semiconductor Talent, to Be Held |
| ZDNET Korea | July 2, 2026 |
Lee Chang-jin, Chairman of the Financial Supervisory Service, Instructs Virtual Asset Service Providers to “Strengthen Internal Controls” Lee Chan-jin, Governor of the Financial Supervisory Service, Calls on Virtual Asset Operators to ‘Strengthen Internal Controls’ |
| ZDNET Korea | July 2, 2026 |
[AI Highway] “Defend Our AI Chip Dominance”… NVIDIA Pumps Money into GPU Customers [AI Highway] “Defend Our AI Chip Dominance”… NVIDIA Pumps Money into GPU Customers |
| ZDNET Korea | July 2, 2026 |
[On the Ground] “Junk Information” Surging in the AI Era… Mobizen: “The Solution Is Ontology” [On the Scene] “Junk Information” Surging in the AI Era… Mobizen: “The Solution Is Ontology” |
| ZDNET Korea | July 2, 2026 |
Korea Culture and Information Institute Officially Launches “Culture PD 24th Cohort”… Strengthening AI Content Production Capabilities Korea Culture and Information Institute Officially Launches “Culture PD 24th Cohort”… Boosting AI Content Production Capabilities |
| ZDNET Korea | July 2, 2026 |
[ZD SW Today] Orchestro to Host Tech Conference “OPUS 2026,” and More [ZD SW Today] Orchestro to Host Tech Conference ‘OPUS 2026’ and More |
| ZDNET Korea | July 2, 2026 |
Nokia: “South Korea Is a Market Optimized for AI-RAN” Nokia: “South Korea Is a Market Ideal for Optimizing AI-RAN Potential” |
| ZDNET Korea | July 2, 2026 |
Ministry of Foreign Affairs Expresses Regret Over U.S. House of Representatives Report on “Coupang Discrimination”… “One-Sided Claims That Do Not Reflect the Facts” Ministry of Foreign Affairs Expresses Regret Over U.S. House of Representatives’ ‘Coupang Discrimination’ Report… “One-Sided Claims That Do Not Reflect the Facts” |
| ZDNET Korea | July 2, 2026 |
Resale Platform Cream’s New Move… What Sets Its Private-Label Fashion Brand “Acryl” Apart? Resale Platform Cream’s New Strategy… What Sets Its Private-Label Fashion Brand “Acryl” Apart? |
| JoongAng Ilbo | July 3, 2026 |
“Witnessing Lee Jae-yong’s decision, I was suddenly reminded of the moment Lee Byung-chul made his Tokyo Declaration.” “Watching Lee Jae-yong’s decision, I was reminded of the moment Lee Byung-chul made his Tokyo Declaration.” |
| JoongAng Ilbo | July 3, 2026 |
Asian currencies are trading lower across the board, in a situation that bears a striking resemblance to 1997. Asian Currencies Weaken in Unison… Strikingly Similar to 1997 |
| JoongAng Ilbo | July 3, 2026 |
Kim Tae-nyeon: “We Need to Prepare for the Enactment of the Special Act on Mega Special Economic Zones and the Relaxation of Approval Regulations in the Second Half of the Year” Kim Tae-nyeon: “We Must Prepare to Enact the Special Act on Mega Special Zones in the Second Half of the Year and Ease Licensing and Permitting Regulations” |
| JoongAng Ilbo | July 3, 2026 |
[Editorial] Why Are We Rushing to Build Honam Semiconductor While Hesitating to Expand Nuclear Power Plants? [Editorial] Why Is the Government Hesitating to Expand Nuclear Power While Rushing Ahead with the Honam Semiconductor Project? |
| JoongAng Ilbo | July 3, 2026 |
Kim Seong-hwan: “If Honam Semiconductor expands its fabs, we should also consider building new nuclear power plants.” Kim Seong-hwan: “If the number of semiconductor fabs in Honam increases, we should also consider building new nuclear power plants” |
| JoongAng Ilbo | July 3, 2026 |
[Photo] Kim Min-seok heads to Jeonju, while Jeong Chen-le heads to Gwangju [Photo] Kim Min-seok heads to Cheongju, Jeong Cheong-rae to Gwangju |
| BAIDU | Yesterday at 10:00 PM |
Xinpengwei: The company has long focused on the semiconductor energy sector and holds a highly positive outlook on its future potential Xinpengwei: The company has long been committed to and holds a highly positive outlook on the “semiconductor energy sector.” |
| BAIDU | Yesterday at 10:10 p.m. |
With a series of semiconductor developments moving from the third to the fourth generation, Lanhai Huaten’s supply chain strategy is once again bearing fruit With the successive rollout of third- to fourth-generation semiconductors, Lan Hai Huateng’s supply chain strategy has once again borne fruit |
| BAIDU | 5 hours ago |
Many power semiconductor companies are raising product prices Several power semiconductor companies have raised their product prices |
| BAIDU | Yesterday at 7:44 p.m. |
South Korean Companies Boost Memory Semiconductor Production Capacity with Massive Investments South Korean Companies Invest Heavily to Boost Memory Semiconductor Production Capacity |
| BAIDU | Yesterday at 7:30 p.m. |
South Korea’s Semiconductor Boom May Be the Next Bubble South Korea’s semiconductor boom could be the next bubble |
| BAIDU | 27 minutes ago |
U.S. semiconductor stocks plummet on news of Anthropic’s plan to develop its own AI chips! SanDisk plunges 14%, while the Philadelphia Stock Exchange and others… Anthropic’s in-house AI chip plan triggers a sharp drop in U.S. semiconductor stocks! SanDisk plunges 14%, Philadelphia… |
| BAIDU | Yesterday at 9:55 p.m. |
A-Share Semiconductor Equipment Sector Sees Correction Today—Here’s Our Analysis The A-share semiconductor equipment sector is undergoing a correction today—here’s our analysis |
| BAIDU | Yesterday at 9:38 p.m. |
Abnormal Movements in U.S. Stocks | Industry Insiders Point Out That “Excess Computing Power” Is a Misinterpretation; Semiconductor Sector Rebounds Unusual Movements in U.S. Stocks | Industry Insiders Say “Excess Computing Power” Is a Misinterpretation; Semiconductor Sector Rebounds |
| BAIDU | Yesterday at 10:22 p.m. |
Semiconductor-related stocks “plummeted,” with several stocks—including leading player GigaDevice—hitting their daily price limit down. What exactly happened? Semiconductor-related stocks “plummeted,” with several stocks—including the leading stock Zhaoyi Innovation—hitting the daily price limit down. What happened? |
| BAIDU | 12 minutes ago |
At the close of the U.S. stock market, the memory and semiconductor sectors fell sharply, with SanDisk dropping more than 14% U.S. Stock Market Close: Memory and Semiconductor Sectors Plunge; SanDisk Drops Over 14% |
| EE Times Japan | July 3, 2026 | Infineon Opens New Power Semiconductor Plant to Double Capacity and Meet AI Demand |
| EE Times Japan | July 2, 2026 | Elephantec Develops Interlayer Dielectric Material for Multilayer Printed Circuit Boards |
| EE Times Japan | July 2, 2026 | GF to Launch Silicon Supporting the “OCI” Optical Interconnect Standard in 2027 |
| EE Times Japan | July 2, 2026 | Investment in 300mm Memory Manufacturing Equipment to Exceed $50 Billion for the First Time in 2026 |
| EE Times Japan | July 2, 2026 | Focus on Technology Development at Kioxia and Sony: Top Articles for June 2026 |
| EE Times Japan | July 2, 2026 | Renesas Completes Sale of Timing Devices Business, Realizes 4433億円 in Proceeds |
| SemiEngineering | July 2, 2026 |
Common Challenges Facing AI Data Centers and the Automotive Industry AI Data Centers and the Automotive Industry Converge on the Same Issues |
| SemiEngineering | July 2, 2026 |
Defense Strategies Against AI-Enabled Data Fusion Defending Against AI-Enabled Data Fusion |
| SemiEngineering | July 2, 2026 |
Accelerating Computational Lithography Using GPU Rasterization Accelerating Computational Lithography with GPU Rasterization |
| SemiEngineering | July 2, 2026 |
Ensuring the security of software-defined vehicles begins with rebuilding trust Securing the Software-Defined Vehicle Begins with Re-Architecting Trust |
| SemiEngineering | July 2, 2026 |
Three Insights on Edge AI Revealed by DSP Adoption Three Things DSP Adoption Can Teach Us About Edge AI |
| SemiEngineering | July 2, 2026 |
NVMe 2.0 Explained: New Features and Their Importance NVMe 2.0 Explained: What’s New and Why It Matters |
| SemiEngineering | July 2, 2026 |
Platform Firmware Resilience: How to Protect Data Centers from the Ground Up Platform Firmware Resiliency: How to Protect Your Data Center from the Ground Up |
| SemiEngineering | July 2, 2026 |
Bypassing LLMs Through Fuzzing: Inside GPTFuzz’s Automated Jailbreak Machine Breaking LLMs With Fuzzing: Inside GPTFuzz’s Automated Jailbreak Machine |
| SemiEngineering | July 2, 2026 |
Securing Camera Data: Introducing the MIPI CSE 2.0 Security Solution Securing Camera Data: Introducing the MIPI CSE 2.0 Security Solution |
| SemiEngineering | July 2, 2026 |
Fine-Tuning Humanoid Vision and Movement Fine-Tuning Humanoid Vision and Movement |
| ChosunBiz | July 3, 2026 |
KOSDAQ, Nurtured by K-Bio… Thriving Through Technology Exports, Now a Litmus Test for “Separating the Wheat from the Chaff” KOSDAQ, Nurtured by K-Bio… Thriving Through Technology Exports, Now a Litmus Test for ‘Separating the Wheat from the Chaff’ |
| ChosunBiz | July 3, 2026 |
“Even After Selling 150 Trillion, It’s Not Over Yet”… Foreign Investors Take Profits—How Long Will Retail Investors Continue to Benefit? “It’s Not Over Even After Selling 150 Trillion”… Foreign Investors Take Profits—How Long Will Retail Investors Continue to Benefit? |
| ChosunBiz | July 3, 2026 |
CPU Shortage Hidden Behind Memory Shortage Worsens… Intel and AMD Enter a “Double Boom” Phase CPU Shortage Worsens Amid Memory Scarcity… Intel and AMD Ride a “Double Boom” |
| ChosunBiz | July 3, 2026 |
“Message No. 1”: Seoul Focuses on Housing, the Economy on Semiconductors… Incheon, Busan, South Jeolla Province, and Gwangju Prioritize People’s Livelihoods “Message No. 1”: Seoul Focuses on Housing, Gyeonggi on Semiconductors… Incheon, Busan, Jeonnam, and Gwangju on People’s Livelihoods |
| ChosunBiz | July 3, 2026 |
KOSPI 7,700 Plummets Amid Turmoil at Two Major Semiconductor Companies Top Two Semiconductor Companies Stumble; KOSPI Falls Below 7,700 |
| ChosunBiz | July 3, 2026 |
Lee Seong-hoon, Secretary for Land, Infrastructure, and Transport at the Blue House, Appointed as New President of LH Lee Seong-hoon, Senior Secretary for Land, Infrastructure, and Transport at the Blue House, Appointed as New President of LH |
| ChosunBiz | July 3, 2026 |
“Anthropic in Talks with Samsung Electronics Regarding Production of Its Own Chips” “Anthropic Discusses Chip Production with Samsung Electronics” |
| ChosunBiz | July 3, 2026 |
Consumer Goods Stocks, Including Cosmetics, Sing a “Song of Revival” Consumer Goods Stocks, Including Cosmetics: ‘Song of Resurgence’ |
| ChosunBiz | July 2, 2026 |
Government Considers Developing ‘Mitos’-Class AI Model Using Excess Tax Revenue… “Specific Plans Undecided” Government Considers Developing ‘Mitos’-Class AI Model Using Excess Tax Revenue… “Specific Plans Undecided” |
| ChosunBiz | July 2, 2026 |
Samsung Electro-Mechanics Establishes Joint Venture with Dongwoo Hainchem… to Produce Key Materials for Glass Substrates Samsung Electro-Mechanics Establishes Joint Venture with Dongwoo Hainchem… to Produce Key Materials for Glass Substrates |
| WccfTech | July 3, 2026 |
Although the Galaxy S27 Ultra will not use a silicon-carbon battery due to manufacturing costs, that does not mean Samsung is not considering a higher-capacity battery. Galaxy S27 Ultra Won’t Adopt a Silicon-Carbon Battery Due to Manufacturing Costs, But That Doesn’t Mean Samsung Isn’t Evaluating a Higher Capacity |
| WccfTech | July 3, 2026 |
Bloober Team has abandoned *Cronos Survival Dread* and shifted to a more aggressive combat style, while *Lazarus* will be released on PC, PS5, Xbox Series, and Switch 2. Bloober Team Swaps Out Cronos’ Survival Horror for Aggressive Combat as Lazarus Launches on PC, PS5, Xbox Series, and Switch 2 |
| WccfTech | July 3, 2026 |
Rumor has it that Obsidian is returning to the Fallout series for the first time in 15 years, and Xbox is shielding the studio from rumors of a restructuring. Obsidian Reportedly Returns to Fallout After 15 Years, as Xbox Shields the Studio From a Rumored Restructuring Wave |
| WccfTech | July 2, 2026 |
Intel is expected to resume shipments of its 10th, 12th, 13th, and 14th-generation processors in mainland China. Intel Expected to Resume Supply of 10th, 12th, 13th, and 14th Gen Processors in Mainland China |
| WccfTech | July 2, 2026 |
Apple has switched from high-speed TLC storage to slower QLC storage in the 1TB and 2TB models of the iPhone 18 Pro Duo and set very high prices for them. Apple Is Replacing Faster TLC Storage With Slower QLC Storage in the 1TB and 2TB Models of the iPhone 18 Pro Duo, While Charging Sky-High Prices |
| WccfTech | July 2, 2026 |
A leak regarding *Final Fantasy VII Revelation* revealed seven DLCs and a story expansion pass, bringing Square Enix’s plans to light earlier than expected. Final Fantasy VII Revelation Leak Reveals 7 DLCs and a Story Expansion Pass, as Square Enix’s Plans Are Unveiled Early |
| WccfTech | July 2, 2026 |
According to analysts, Sony’s vision for a disc-free future suggests that the PlayStation 6 will not be released before the end of 2028. Sony’s Disc-Free Future Also Suggests the PlayStation 6 Won’t Launch Before the End of 2028, Says Analyst |
| WccfTech | July 2, 2026 |
A prototype of the AMD RX 7900 XTX has appeared with a red PCB, but GPU-Z shows it as 16GB instead of 24GB AMD RX 7900 XTX Prototype Surfaces With Red PCB, But GPU-Z Shows Only 16 GB Instead of 24 GB |
| WccfTech | July 2, 2026 |
An overclocker pushed Corsair DDR5 to 13,606 MT/s on the Z890 AORUS Tachyon Duo X ICE, breaking through the 13,600 MT/s barrier. Overclocker Breaks the 13,600 MT/s Barrier by Pushing His Corsair DDR5 to a Whopping $13,606 MT/s on the Z890 AORUS Tachyon Duo X ICE |
| WccfTech | July 2, 2026 |
Square Enix’s *Final Fantasy VII Rebirth* has the potential to deliver high-quality visuals on par with cutscenes in its PC version, and modders are working to enhance global illumination. Square Enix’s Final Fantasy VII Rebirth Could Feature Cutscene-Quality Graphics on PC, as a Modder Doubles Down on Global Illumination |
| WccfTech | July 2, 2026 |
Intel’s top-selling CPUs are seeing even steeper price hikes, and a $50 price increase for the Core Ultra Plus is threatening its modest comeback Intel’s Only Winning CPUs Just Got More Expensive, as the $50 Core Ultra Price Hike Threatens Its Tenuous Comeback |
| WccfTech | July 2, 2026 |
“Metroid Ravenous” appeared in Brazil’s rating system a few months after *Beyond* was finally released, but was subsequently withdrawn by Nintendo. Metroid Ravenous Appears in Brazil’s Rating System Before Nintendo Removes It, Months After Beyond Finally Launched |
| WccfTech | July 2, 2026 |
G.Skill explained that the significant price difference between DDR5 EXPO ULL and standard EXPO memory kits is due to retailers selling off old inventory they purchased before costs rose. G.Skill Clarifies the Significant Price Difference Between Its DDR5 EXPO ULL and Standard EXPO Memory Kits, Saying Retailers Are Selling Older Inventory Purchased Before Cost Increases |
| WccfTech | July 2, 2026 |
It has been reported that the PlayStation 6 will do away with discs, and that the $1,000 hardware cost could force Sony to set high prices and ban the resale of games. PlayStation 6 Drops Discs as $1,000 Hardware Costs Reportedly Push Sony Toward Higher Prices and an End to Game Resales |
| WccfTech | July 2, 2026 |
Samsung Won’t Force Users to Upgrade to the Galaxy S27 Ultra for a Privacy Display Upgrade — Here’s Why Samsung Won’t Force You to Upgrade to the Galaxy S27 Ultra for the Privacy Display Upgrade—Here’s Why |
| WccfTech | July 2, 2026 |
CAPCOM has moved up the release date of *Onimusha: Way of the Sword* by three weeks to avoid competing with *Silent Hill Townfall* and *Control Resonant Collision*. CAPCOM Moves “Onimusha: Way of the Sword” Up Three Weeks to Avoid a Direct Clash with “Silent Hill: Townfall” and “Control” |
| WccfTech | July 2, 2026 |
Samsung and SK Hynix have begun full-scale work on a massive fab expansion plan in South Korea worth more than $800 billion. Samsung and SK Hynix Shift Into High Gear With a Massive Fab Expansion Plan in Korea Worth Over $800 billion |
| WccfTech | July 2, 2026 |
GIGABYTE has announced the AORUS Elite, featuring LG’s tandem WOLED panel, which delivers a 280Hz refresh rate. It is drawing attention amid intensifying competition in the OLED monitor market. GIGABYTE Joins the AORUS Elite Lineup with LG Tandem WOLED Panels Reaching 280 Hz as the OLED Monitor War Heats Up |
| WccfTech | July 2, 2026 |
Apple used up its political capital in Washington to purchase memory from China’s CXMT and YMTC, but U.S. buyers won’t see a single cent of those savings passed on to them. Apple Burns Political Capital in Washington to Buy Memory From China’s CXMT and YMTC, Yet U.S. Buyers Won’t See Even a Cent in Savings |
| WccfTech | July 2, 2026 |
AMD has urged ASUS, XFX, and Sapphire to prepare for a 10% price increase in Radeon bundles due to soaring GPU and memory prices. AMD Tells ASUS, XFX, and Sapphire to Brace for 10% More Expensive Radeon Bundles as GPU and Memory Prices Surge |
| JW.com (JW) | July 3, 2026 |
Taiwan Authorities Approve 9 Major Outbound Investment Projects; TSMC to Invest an Additional $20 Billion to Expand U.S. Plant Taiwan Authorities Approve 9 Major Outbound Investment Projects; TSMC to Invest an Additional $20 Billion to Expand U.S. Plant |
| JW.com (JW) | July 3, 2026 |
Tesla’s Second-Quarter Deliveries Exceeded Expectations by 25%; AI and Robotics Strategy to Be Next Growth Engine Tesla’s Second-Quarter Deliveries Exceed Expectations by 25%; AI and Robotics Strategy to Be Next Growth Engine |
| JW.com (JW) | July 2, 2026 |
As AI chip production expands, demand for fluorine-containing specialty gases is surging, presenting significant potential for domestic production of high-end products Demand for Fluorine-Containing Specialty Gases Soars as AI Chip Production Expands; Huge Potential for Domestic Production of High-End Products |
| JW.com (JW) | July 2, 2026 |
Samsung SAFE Forum Makes Its Debut: 2-Nanometer Roadmap Unveiled, AI Foundry Ecosystem Undergoes Comprehensive Upgrade Samsung SAFE Forum Unveils Its Plans: 2-Nanometer Roadmap Released, AI Foundry Ecosystem Fully Upgraded |
| JW.com (JW) | July 2, 2026 |
“Capacitor Shortage” in AI Servers Worsens; Kyocera Takes on a 7-Year MLCC Production Expansion Plan Worth 100 Billion Yen AI Server “Capacitor Shortage” Worsens; Kyocera Bets 100 Billion Yen on a Seven-Year MLCC Production Expansion Plan |
| JW.com (JW) | July 2, 2026 |
More Troublesome Than China? EU Report: Dependence on U.S. Technology Is a “Core Concern” for Europe’s Semiconductor Industry More Troublesome Than China? EU Report Says Reliance on U.S. Technology Is a “Core Concern” for Europe’s Chip Industry |
| JW.com (JW) | July 2, 2026 |
Samsung Announces 140 Trillion Won Investment to Build Next-Generation Global IT Materials and Components Hub Samsung Officially Announces 140 Trillion Won Investment to Build the Next Global IT Materials and Components Hub |
| JW.com (JW) | July 2, 2026 |
Guanggang Gas Expects First-Half 2026 Revenue to Rise 12.16%–30.11%, with Net Profit Also Expected to Increase Significantly Guanggang Gas Forecasts 12.16%–30.11% Revenue Growth for the First Half of 2026; Net Profit Expected to Rise Significantly |
| JW.com (JW) | July 2, 2026 |
Intel Makes an Appearance at the 4th Chain Expo; AI PC Ecosystem Partner Aiwei Electronics Drives New Evolution with Full-Chain Chips Intel Makes an Appearance at the 4th Chain Expo; AI PC Ecosystem Partner Aiwei Electronics Unveils New Upgrades for AI PCs with Full-Chain Chips |
| JW.com (JW) | July 2, 2026 |
It’s Not Just About Smart Technology and Low Carbon! The Automotive Industry’s Answer Lies in This “Eco-Innovation Conference” It’s Not Just About Smart Technology and Low Carbon! The Automotive Industry’s Answer Lies in This “Eco-Innovation Conference” |
| JW.com (JW) | July 2, 2026 |
Longming Microelectronics to Appear at WAIC 2026, Showcasing Cutting-Edge Achievements in the AI Video Era Enabled by VPUs Longming Microelectronics to Debut at WAIC 2026, Showcasing Cutting-Edge Achievements in the AI Video Era Enabled by VPU |
| JW.com (JW) | July 2, 2026 |
Nanxin Technology Unveils AC-DC Power Supply Platform Based on High-Efficiency, High-Integration PFC+LLC Architecture to Support AI Computing Terminals and Industrial Power Supply Design Nanxin Technology has released a high-efficiency, highly integrated PFC+LLC architecture AC-DC power supply platform solution to support AI computing terminals and industrial power supply designs |
| JW.com (JW) | July 2, 2026 |
Dawei Co., Ltd. Raises 109 Million Yuan for R&D and Commercialization of Embedded Storage Dawei Co., Ltd. Raises 109 Million Yuan for R&D and Commercialization of Embedded Storage |
| JW.com (JW) | July 2, 2026 |
Furong Technology: Net Profit Expected to Rise 68.94% in the First Half of 2026 Furong Technology: Net Profit Expected to Rise 68.94% in the First Half of 2026 |
| JW.com (JW) | July 2, 2026 |
Dawei Co., Ltd. Plans to Raise 108.5 Million Yuan for Embedded Memory Project to Expand Semiconductor Storage Business Dawei Co., Ltd. plans to raise 108.5 million yuan for an embedded memory project to expand its semiconductor storage business |
| Power Electronics News | July 2, 2026 |
PCIM 2026: Sam Francis of onsemi Discusses SiC Adoption in Electric Vehicles, the Expansion of GaN, and the Partnership with Innoscience PCIM 2026: onsemi’s Sam Francis on SiC Adoption in EVs, GaN Expansion, and the Innoscience Partnership |
| Power Electronics News | July 2, 2026 |
Smart Power in Compact Spaces: Rethinking Motor Control for Robotics Smart Power in Compact Spaces: Rethinking Motor Control for Robotics |
| Silicon Semiconductor | July 2, 2026 |
How Materials Will Pave the Way for the Future of Advanced Packaging How Materials Will Unlock the Future of Advanced Packaging |
| Silicon Semiconductor | July 2, 2026 |
SUSE and Openchip Partner SUSE and Openchip Partner |
| Silicon Semiconductor | July 2, 2026 |
Agile Analog Collaborates with Xiphera to Tackle Post-Quantum Cryptography Challenges Agile Analog Collaborates with Xiphera to Tackle Post-Quantum Cryptography Challenges |
| Silicon Semiconductor | July 2, 2026 |
AP&S Continues to Grow: AP&S continues to grow: |
| Silicon Semiconductor | July 2, 2026 |
Seeing Beneath the Surface Seeing Beneath the Surface |
| Silicon Semiconductor | July 2, 2026 |
“Silicon Crossroads”: BOI Visits Thailand, Which Is Betting Big on Semiconductors The “Silicon Crossroads”: A Visit to BOI Thailand as the Country Bets Big on Chips |
| Silicon Semiconductor | July 2, 2026 |
Unleashing the Intelligence Revolution Unleashing the Intelligence Revolution |
| Silicon Semiconductor | July 2, 2026 |
Chip Manufacturing at a Crossroads of Sustainability Chip Manufacturing at a Sustainability Crossroads |
| Silicon Semiconductor | July 2, 2026 |
Silicon Labs Develops a Future-Ready SAP Strategy Silicon Labs Develops a Future-Ready SAP Strategy |
| Silicon Semiconductor | July 2, 2026 |
Maintaining cooling at the nanoscale Staying Cool at the Nano Level |
| 3D InCites | July 3, 2026 |
Experts from Indium Corporation Present TIM Solutions for Addressing AI Thermal Challenges at IMAPS ThermCon Indium Corporation Expert to Present TIM Solutions for AI Thermal Challenges at IMAPS ThermCon |
| Nikkei Asia (Semi) | July 3, 2026 |
Foreign Investors Snap Up $60 Billion Worth of Japanese Stocks, a Half-Year Record Foreign investors scoop up a half-year record $60bn in Japanese stocks |
| Nikkei Asia (Semi) | July 2, 2026 |
Asahi Kasei to Build Taiwan Processing Plant for AI Chip Materials Asahi Kasei to Build Taiwan Processing Plant for AI Chip Material |
| Nikkei Asia (Semi) | July 2, 2026 |
The Major Questions AI Poses for Humanity and the Vitality of Japan’s Startups AI’s Big Questions for Humanity and Japan’s Startup Mojo |
| Nikkei Asia (Semi) | July 2, 2026 |
Kawasaki Heavy Industries to Raise Over $1 Billion Through New Shares and Corporate Bonds to Fund AI Investments Kawasaki Heavy to Raise Over $1 Billion Through New Shares and Bonds for AI Investment |
| SemiWiki | July 3, 2026 |
Webinar: Defacto Enhances Front-End SoC Design with AI-Powered EDA Tools WEBINAR: Defacto is Boosting Front-end SoC Design With AI-Powered EDA Tools |
| SemiWiki | July 3, 2026 |
Webinar: Caspia Shows You How to Fix Security Vulnerabilities Before It’s Too Late Webinar: Caspia Shows You How to Fix Security Vulnerabilities Before It’s Too Late |
| SemiWiki | July 2, 2026 |
Why Real-Time Intelligence Is the Next Differentiator in Semiconductor Testing Why Real-Time Intelligence is the Next Differentiator in Semiconductor Test |
| SemiWiki | July 2, 2026 |
Chips&Media Strengthens Its Leadership in the Codec Sector with Next-Generation AV2 Licensing Agreement Chips&Media Strengthens Its Leadership in Codecs With a Next-Generation AV2 Licensing Deal |
| SemiWiki | July 2, 2026 |
Why Does Huawei Say It Will Catch Up to TSMC’s Cutting-Edge Chips by 2031? Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031 |
| EE Times China | July 2, 2026 |
OpenAI Proposes Transferring 5% of Its Shares to the U.S. Government, Making All Americans “Partners” OpenAI plans to transfer a 5% stake to the U.S. government, making all Americans “partners” |
| EE Times China | July 2, 2026 |
ZTE Microelectronics has invested 100 million yuan to establish a semiconductor subsidiary in Nanjing. The company will focus on the 5G-A/6G and automotive standards markets with its in-house developed chips ZTE Microelectronics Establishes Nanjing Semiconductor Subsidiary with 100 Million Yuan Investment, Expanding Its In-House Chip Portfolio to Target the 5G-A/6G and Automotive Standards Markets |
| EE Times China | July 2, 2026 |
Chinese Passenger Cars Surpass Japanese Models in European Market for First Time in May: 138,400 Units vs. 130,400 Units, a 6% Lead China’s Passenger Car Market Share in Europe Surpasses Japan’s for the First Time in May: 138,400 Units vs. 130,400 Units, a 6% Lead |
| EE Times China | July 2, 2026 |
China Mobile Establishes Group-Level Token Office, Shifting Focus from Traffic Management to Token Management China Mobile Establishes Group-Level Token Office: Shifting from Traffic Management to Token Management |
| EE Times China | July 2, 2026 |
imec Unveils Roadmap for 0.3nm Chips by 2038; CFET to Be the Key Breakthrough Pathway for the Em-Era imec Unveils Roadmap for 0.3nm Chips by 2038; CFET to Be the Core Breakthrough Path for the Sub-micron Era |
| EE Times China | July 2, 2026 |
Samsung Confirms Foundry Roadmap: Mass Production of 1.4nm Process Scheduled for 2029, Enhanced SF1.4+ Process for 2030 Samsung Confirms Foundry Roadmap: Mass Production of 1.4nm Process in 2029, Mass Production of Enhanced SF1.4+ in 2030 |
| EE Times China | July 2, 2026 |
Bloomberg: Apple is considering sourcing chips from Changxin and Changchun for devices intended for the Chinese market Bloomberg: Apple Plans to Source Chips from Changxin and Changchun for Devices in the Chinese Market |
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