Today’s semiconductor news was dominated by the rapid expansion of AI infrastructure and the accompanying advancements in manufacturing technology. Of particular note is the announcement that the Japanese government and NVIDIA are partnering to build the world’s first national AI infrastructure dedicated to physical AI.This project will establish a massive AI factory equipped with 13,750 Vera CPUs and 27,500 Rubin GPUs, aiming to transform manufacturing and logistics.Additionally, TSMC announced plans to significantly expand its investment in the U.S. to a total of $265 billion and strengthen its network of cutting-edge semiconductor and packaging facilities to 12 locations.Meanwhile, competition in memory technology is intensifying, with AMD’s AI rack system “Helios” securing Microsoft as a customer to challenge NVIDIA’s next-generation platform, and Samsung postponing the introduction of hybrid-bonded HBM to 2029 as part of a strategy to optimize it for next-generation GPUs.Furthermore, companies such as Tokyo Electron and Fujitsu are adopting NVIDIA’s AI and robotics technologies to promote the automation of manufacturing equipment and the societal implementation of physical AI, creating an AI-centric ecosystem that spans from semiconductor manufacturing to application fields.
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Main News
- The Japanese government and NVIDIA build the world’s first national AI infrastructure
The Japanese government and NVIDIA have announced the construction of the world’s first national AI infrastructure aimed at social implementation of physical AI. As part of the Ministry of Economy, Trade and Industry’s FRONTia project, we will establish an AI factory operated by Noetra. This facility will feature the “Vera Rubin NVL72” system, equipped with NVIDIA’s latest Vera CPUs (13,750 units) and 27,500 Rubin GPUs, strongly promoting AI utilization across a wide range of industries including manufacturing, logistics, healthcare, and telecommunications. - TSMC expands its US investment to $265 billion, establishing a 12-site presence.
TSMC announced it will increase its investment in advanced semiconductors and packaging in the United States by $100 billion from its initial plan, bringing the total to $265 billion. This will bring the total number of US facilities to 12, including four additional advanced manufacturing facilities in Arizona. This large-scale investment is based on the US-Taiwan trade and investment agreement and aims to strengthen the global supply chain for advanced semiconductors and dramatically improve manufacturing capacity within the US. - AMD’s AI rack “Helios” acquires Microsoft as a customer.
AMD will begin shipping its first rack-scale AI system, Helios, later this year. Microsoft has joined as the latest customer, becoming a strong adopter alongside Meta, OpenAI, and Oracle. Helios utilizes HBM4 memory, giving it an advantage over NVIDIA’s next-generation platform. While it is priced higher than NVIDIA’s Rubin, demand from customers seeking high performance remains strong. - Samsung postpones hybrid bonding (HBM) to 2029.
Samsung is expected to postpone the start of mass production of its next-generation memory manufacturing technology, hybrid bonding, until 2029. This technology dramatically improves performance by shortening the interlayer distance by eliminating microbumps between DRAM layers. This postponement is a strategic decision aligned with NVIDIA’s next-generation AI GPU “Feynman” roadmap and demonstrates Samsung’s commitment to prioritizing the optimization of next-generation memory. - Tokyo Electron to Advance Automation of Manufacturing Equipment Through Collaboration with NVIDIA
Tokyo Electron is expanding its collaboration with NVIDIA to accelerate the automation of semiconductor manufacturing equipment.The company will integrate NVIDIA’s AI agent development framework and its robotics development platform, “Isaac,” into its digital transformation (DX) solution, “Epsira.” This integration will enable the company to enhance maintenance and operations using the Omniverse simulation environment, with the goal of improving productivity and reducing downtime on the manufacturing floor. - Fujitsu Explores Physical AI Business with Three Major Japanese Robotics Companies
Fujitsu has begun exploring business opportunities for the societal implementation of physical AI in collaboration with three major robotics companies: Fanuc, Yaskawa Electric, and Kawasaki Heavy Industries.Utilizing NVIDIA’s AI and robotics technologies, the companies will build a collaborative control platform that connects the digital space with real-world robots. They will establish a common software platform for the integrated management of robots and equipment from different manufacturers, and promote the creation of industrial environments where humans and robots work together. - Samsung and SK hynix Accelerate Development of Next-Generation AI Memory Technology
As HBM and DDR memory approach their capacity limits for AI workloads, Samsung and SK hynix are rushing to develop CXL technology to build a new memory hierarchy.Samsung aims to begin mass production of CXL 3.2 in 2026, while SK hynix is also advancing its own AI memory architecture. Competition is intensifying for next-generation technologies designed to maximize the processing power of AI systems, moving beyond conventional methods that connect GPUs and memory directly. - AIST develops 2nm-precision curved mirror measurement technology for EUV lithography equipment
The National Institute of Advanced Industrial Science and Technology (AIST) has developed a technology to measure the shape of curved mirrors used in EUV lithography equipment with an extremely high precision of 2nm. For next-generation semiconductor miniaturization, improving the performance of EUV lithography equipment is essential, and the shape accuracy of mirrors is directly linked to resolution. This measurement technology contributes to reducing the design and manufacturing costs of future high NA EUV lithography equipment, thereby strengthening the competitiveness of Japan’s semiconductor manufacturing equipment industry. - Goldkey secures 3.6 billion Taiwanese dollars in financing to expand its AI server memory business.
Goldkey has secured a 3.6 billion Taiwanese dollar loan to expand its AI server memory business. The funds will be used to increase manufacturing capacity and secure inventory. Amidst the rapid expansion of the AI market and the resulting surge in demand for server memory, the company aims to expand its market share and maintain its competitiveness by strengthening its production capacity. - AMD’s Helios Rack to Compete with NVIDIA Rubin at a Premium Price
AMD’s Helios rack system is expected to be priced 40% higher than NVIDIA’s second-generation AI platform, “Rubin.”AMD is confident that the added value provided by its full-stack solution justifies this price difference. The fact that major cloud providers such as Microsoft have accepted this premium price is evidence that AMD’s AI strategy is highly regarded in the market.
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News List (217 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | July 21, 7:52 a.m. |
Samsung and SK Hynix Prioritize DDR5 as Profit Margins Approach HBM Levels Samsung and SK Hynix Prioritize DDR5 as Margins Approach HBM Levels |
| DIGITIMES | July 21, 4:44 p.m. |
Google Is Developing a “Frozen” Chip Embedding Gemini Models to Improve Efficiency Google is developing a “frozen” chip that incorporates Gemini models to improve efficiency |
| DIGITIMES | July 21, 11:21 |
TSMC Weighs Short-Term Profit Decline Against Long-Term AI Benefits in U.S. Expansion TSMC Weighs Margin Hit Against Long-Term AI Payoff in U.S. Push |
| DIGITIMES | July 21, 11:16 |
Taiwan Indicts Former TSMC Employee in First Espionage Case Involving China-Related Core National Technologies Taiwan Indicts Former TSMC Employees in First China-Linked Espionage Case Involving National Core Technologies |
| DIGITIMES | July 21, 10:11 |
As semiconductor manufacturers expand, the memory shortage could turn into an oversupply by 2028. Memory shortages could turn into a glut by 2028 as chipmakers expand |
| DIGITIMES | July 21, 4:53 p.m. |
Haesung DS Secures CXMT as a Customer for DDR5 Boards; Also Considering Production of Panels for DDR6 Haesung DS Secures CXMT as a DDR5 Substrate Customer and Considers Panel Production for DDR6 |
| DIGITIMES | July 21, 4:36 p.m. |
Goldkey Secures NT$3.6 Billion in Financing to Expand Its AI Server Memory Business Goldkey Secures NT$3.6 Billion Loan to Expand Its AI Server Memory Business |
| DIGITIMES | July 21, 3:05 p.m. |
Ishihara Sangyo Doubles High-Purity Titanium Dioxide Production Capacity to Meet AI Server Demand Ishihara Sangyo Doubles High-Purity Titanium Dioxide Production Capacity to Meet AI Server Demand |
| DIGITIMES | July 21, 2:56 p.m. |
Trump Proposes Tariff Relief for Aluminum Producers Investing in U.S. Smelters Trump Offers Tariff Relief to Aluminum Producers Investing in U.S. Smelters |
| DIGITIMES | July 21, 1:42 p.m. |
According to experts, power and water constraints are casting doubt on South Korea’s Honam Memory Cluster Experts say power and water constraints are casting doubt on South Korea’s Honam memory cluster |
| DIGITIMES | July 21, 12:53 |
Samsung, SK Hynix, and Micron Scale Back Plans for In-House CXL Controllers Samsung, SK Hynix, and Micron Scale Back Plans for In-House CXL Controllers |
| DIGITIMES | July 21, 12:24 p.m. |
Middlemen Emerge as ASEAN’s No. 2 AI Compute Buyers Middlemen Emerge as ASEAN’s No. 2 AI Compute Buyers |
| DIGITIMES | July 21, 12:05 |
China’s EUV Technology Gap Holds Back Semiconductor Catch-Up China’s EUV Gap Holds Back Semiconductor Catch-Up |
| DIGITIMES | July 21, 12:05 |
According to reports, China’s Z.ai has launched a 1-GW data center built entirely with domestically produced chips. China’s Z.ai reportedly powers a 1GW data center built entirely with domestic chips |
| DIGITIMES | July 21, 12:04 |
As the price gap with Chinese-made chips narrows, spot prices for DDR5 modules hit an all-time high DDR5 module spot prices hit record highs as Chinese-made dies narrow the price gap |
| DIGITIMES | July 21, 11:48 |
As Low-Cost Models Disappear, Smartphone Prices to Skyrocket in the Second Half of 2026 Phone prices to surge in the second half of 2026 as low-end models disappear |
| EE Times (US) | July 22, 2026 |
SK Hynix’s NASDAQ Debut Highlights Global Memory Expansion Race SK Hynix’s Nasdaq Debut Highlights the Global Race for Memory Expansion |
| EE Times (US) | July 21, 2026 |
How Quantum Computing Is Establishing Its Place in the Data Center How Quantum Computing Earns Its Place in the Data Center |
| EE Times (US) | July 21, 2026 |
Carbon Nanotube Company Strengthens Executive Team to Build CNT Ecosystem Carbon Nanotube Firm Strengthens Executive Team to Build CNT Ecosystem |
| EE Times (US) | July 21, 2026 |
UMA: The Architecture Needed to Scale Up Edge AI UMA: The Architecture Edge AI Needs to Scale |
| EE Times (US) | July 21, 2026 |
Nisshinbo Microdevices Expands Its Lineup of High-Voltage ICs for 48V Systems in Next-Generation Vehicles Nisshinbo Micro Devices Expands Its High-Voltage IC Lineup for Next-Generation 48-V Automotive Systems |
| Nikkei Tech Foresight | July 22, 2026 | Tokyo University of Science Develops Insulation Material Resistant to Humidity Fluctuations for 6G Substrates and AI Semiconductors |
| Nikkei Tech Foresight | July 21, 2026 | NTT Sends IOWN Communication Chip into Space, Aiming for Speeds “Faster Than SpaceX” |
| Nikkei Tech Foresight | July 21, 2026 | AIST Measures Curved Mirror Shapes with 2-nm Accuracy for EUV Lithography Systems |
| Mynavi News Tech Plus | July 21, 2026 | Rapidus and Cadence Aim to Cut Design Time for Advanced SoCs in Half by Leveraging AI Agents |
| Mynavi News Tech Plus | July 21, 2026 | Taiwan’s Lee Chang-Yung Advanced Materials Begins Expansion of Chemical Plant for Advanced Semiconductors; to Supply 60,000 Metric Tons of IPA Annually |
| Mynavi News Tech Plus | July 21, 2026 | TSMC Confident in AI Demand; Chairman Wei Highlights Future A14/A13 and Advanced Packaging Strategies |
| Mynavi News Tech Plus | July 21, 2026 | Micron Signs Strategic Customer Agreements for Automotive Memory with Qualcomm, Denso, and Others |
| Mynavi News Tech Plus | July 21, 2026 | Taiwan Indicts Former TSMC Employee—Suspected of Stealing National Core Technologies; Alleged Intent to Use Them in China |
| Mynavi News Tech Plus | July 21, 2026 | The University of Tokyo and Others Present Design Guidelines for Ultra-High-Speed Operation of Antiferromagnetic MRAMs That Does Not Rely on Heat |
| Mynavi News Tech Plus | July 21, 2026 | Asatoru Yoshikawa’s Semiconductor Chat, Episode 376: AMD vs. Intel—The CPU Showdown Returns |
| TrendForce | July 21, 2026 |
Samsung Reportedly Aims for Mass Production of CXL 3.2 in 2026; SK hynix Promotes New AI Memory Architecture Samsung Reportedly Aims for Mass Production of CXL 3.2 in 2026; SK hynix Develops New AI Memory Architecture |
| TrendForce | July 21, 2026 |
Moonshot Halts Kimi K3 Subscriptions Due to Lack of Computing Power; Microsoft Reportedly Considering Adoption Moonshot Suspends Kimi K3 Subscriptions Amid a Compute Crunch; Microsoft Reportedly Considers Adopting the Service |
| TrendForce | July 21, 2026 |
Intel Reportedly Plans Restructuring of Its Data Center and AI Group Despite a 22% Increase in First-Quarter 2026 Revenue Intel Reportedly Plans Layoffs in Its Data Center and AI Group Despite the Unit’s 22% Revenue Growth in Q1 2026 |
| TrendForce | July 21, 2026 |
AMD’s Helios AI Rack Challenges NVIDIA with the Strength of HBM4 Memory; Microsoft Joins as a New Customer AMD’s Helios AI Rack Challenges NVIDIA with HBM4 Memory Advantage; Microsoft Joins as Latest Customer |
| TrendForce | July 21, 2026 |
OPPO Reshapes Global Brand Strategy Following realme’s Exit from the Chinese Market OPPO Reshapes Global Brand Strategy as realme Exits the Chinese Market |
| Semiconductor Digest | 7 hours ago |
Air Products Expands Integrated Gas Supply Network for Taiwanese Semiconductor Manufacturers Air Products to Expand Integrated Gas Supply Network for a Semiconductor Manufacturer in Taiwan |
| Semiconductor Digest | 8 hours ago |
Gradiant Supports Landmark Semiconductor Manufacturing Expansion in Dresden Gradiant Supports Landmark Semiconductor Manufacturing Expansion in Dresden |
| Semiconductor Digest | 8 hours ago |
Innolume Adopts Veeco Gen2000 MBE System to Expand Quantum Dot Laser Production Innolume Selects Veeco Gen2000 MBE System to Expand Quantum Dot Laser Production |
| Semiconductor Digest | 8 hours ago |
xMEMS Launches World’s Smallest Active Microfan to Break Through the Thermal Barrier in Smart Glasses xMEMS Launches the World’s Smallest Active Micro Fan to Overcome the Thermal Limitations of Smart Glasses |
| The Nikkei | July 22, 2026 | Japanese Stock ADRs Rise Across the Board on the 21st; Orix and Mizuho FG Stand Out |
| The Nikkei | July 22, 2026 | Nikkei 225 Futures Rise in Odaiba Night Trading; Up 880 Yen to 67,200 Yen |
| The Nikkei | July 22, 2026 | U.S. Stocks: Dow Rallies 385 Dollars; Buying in Semiconductor-Related Stocks; Nasdaq Rises 1.2% |
| The Nikkei | July 22, 2026 | Dow Jones Industrial Average Rallies 385 Dollars; Buying in Semiconductor-Related Stocks and Strong Earnings Reports Also Drive Gains |
| The Nikkei | July 22, 2026 | U.S. Stocks: Dow Rebounds, Up as Much as $500; Buying in Semiconductor-Related Stocks |
| The Nikkei | July 22, 2026 | “Shifting Focus to Quality in Semiconductor Talent Development for AI” — Former Sony Group President Yamaguchi: Education Starting in High School |
| The Nikkei | July 22, 2026 | Gulf States Aiming to Become AI Powerhouses: Data Centers Are the New Vulnerability—Iran Is the Target |
| The Nikkei | July 22, 2026 | NVIDIA Dominates Inter-Server Communication as Well; Data Center Performance Surpasses Supercomputers |
| The Nikkei | July 22, 2026 | Auto Industry Also Facing “Semiconductor Inflation” Wave; GM and Ford Rush to Raise Prices and Secure Supplies |
| The Nikkei | July 22, 2026 | German Stocks on the 21st: Continued Gains as Investors Snap Up Semiconductor-Related Stocks |
| Diamond Online | July 21, 7:55 p.m. | Sumitomo Chemical President Mito Declares “8% ROE in Pesticides and Semiconductors” a Must-Achieve Goal! Progress on Sumitomo Pharma’s Search for Partnerships and the Possibility of a Full Sale of Its Shares |
| Diamond Online | July 21, 7:05 p.m. | IBM CEO: No Escape from AI |
| Diamond Online | July 21, 7:00 p.m. | [Exclusive Interview] “Isn’t This Unprofitable?” We Ask the Top Executives of Japanese Physical AI Company Noetora! Is There a “Two-Wheel” Relationship with Japanese Semiconductor Firm Rapidus? 44 Companies, Including Sony and SoftBank, Have Joined the Initiative [Video] |
| Diamond Online | July 21, 7:00 p.m. | Large-Scale Supply Contracts Fueling the AI Boom Are Unreliable |
| Diamond Online | July 21, 4:00 a.m. | Chinese Stock Prices Plunge Amid “Kimi Shock”! The Nightmare of Xi Jinping’s “AI Belt and Road” Quest for Hegemony |
| Diamond Online | July 20, 7:35 p.m. | Are Employees Richer Than Outside Directors!? “Employees vs. Outside Directors” Compensation Reversal Ranking [41 Major Companies, 202 People] Keyence, Hikari Tsushin, Fuji Media HD… |
| Diamond Online | July 20, 7:20 p.m. | Will “Crisis Management and Growth Investment” Be Funded by “Bridge Treasury Bonds”!? Expectations and Risks of Takaichi’s Expansionary Fiscal Policy Revealed in the Draft Basic Policy |
| Diamond Online | July 20, 6:10 a.m. | The Distorted Relationship Between Orkan and AI-Driven Markets That Japanese People Should Know About (Part 2) |
| Diamond Online | July 19, 8:30 p.m. | [Free Access] Is Mitsubishi Chemical Breaking Away from Its Growth-by-Scale Strategy to “Return to Chemicals”? What Lies Ahead for Its “Cash Cows”—Pharmaceuticals and Industrial Gases—Amid Dramatic Shifts in the Internal Hierarchy? |
| Diamond Online | July 19, 8:30 p.m. | What Is the Annual Salary for F1-Level Employees in Their Early 50s at Fujifilm? [Based on 5,000 User Reviews] |
| TechPowerup | July 21, 2026, 8:39:10 PM +00:00 |
Battlefield 6 Update Causes NVIDIA RTX 50 Series Drivers to Crash; Fix Imminent Battlefield 6 Update Causes NVIDIA RTX 50-Series Driver Crashes—Fix Incoming |
| TechPowerup | July 21, 2026, 8:21:01 PM UTC |
GNOME Slightly Outperforms KDE in Game Benchmark Comparison—Xfce Ranks Last on X11 GNOME Barely Beats KDE in Gaming Benchmark Comparison—Xfce With X11 Comes in Last |
| TechPowerup | July 21, 2026, 6:57:55 PM UTC |
NVIDIA Releases Detailed Analysis and Die Annotations for the “Rubin” GPU NVIDIA Shares a Deep Dive into the “Rubin” GPU and Die Annotation |
| TechPowerup | July 21, 2026, 5:50:27 PM +00:00 |
Forza Horizon 5 Creative Director Defends Xbox Game Pass: “It’s a Good Idea” Forza Horizon 5 Creative Director Defends Xbox Game Pass: “It’s a Good Idea” |
| TechPowerup | July 21, 2026, 5:39:14 PM +00:00 |
TobenOne Unveils the UDS060 Docking Station with Programmable Shortcut Keys and a Volume Knob TobenOne Introduces the UDS060 Docking Station with Programmable Shortcut Keys and a Volume Knob |
| TechPowerup | July 21, 2026, 5:28:54 PM +00:00 |
Microsoft Office 2024 Professional Plus Now Available at an Unbeatable Price—Just $55 for a Lifetime License Microsoft Office 2024 Professional Plus Just Hit a New Low Price: $55 for Life |
| TechPowerup | July 21, 2026, 5:18:34 PM +00:00 |
NVIDIA Unveils Details on the “Vera” CPU, Featuring 88 Cores, 176 Threads, and Up to 1.5 TB of LPDDR5X Memory NVIDIA Unveils “Vera” CPU With 88 Cores, 176 Threads, and Up to 1.5 TB of LPDDR5X Memory |
| TechPowerup | July 21, 2026, 4:42:43 PM UTC |
The Witcher 3: “Songs of the Past” Expansion to Debut at Gamescom The Witcher 3 “Songs of the Past” Expansion to Debut at Gamescom |
| TechPowerup | July 21, 2026, 4:32:19 PM +00:00 |
Sale: Get ChatGPT, Gemini, Claude, and More for Life for $80 Sale: Get ChatGPT, Gemini, Claude, and More for Life for $80 |
| TechPowerup | July 21, 2026, 4:21:55 PM UTC |
Acer Predator Atlas 8 to Debut This Fall—Features Intel Arc G3 as Standard, Priced at Over $1,000 Acer Predator Atlas 8 to Debut This Fall for $1,000+ with Base Intel Arc G3 |
| TechPowerup | July 21, 2026, 4:20:16 PM +00:00 |
Razer Announces New Seiren V3 Chroma 32-Bit DSP Microphone Razer Debuts New Seiren V3 Chroma 32-Bit DSP Microphone |
| EETimes Taiwan | July 21, 2026 |
The Geopolitical Conflict Between the U.S. and China Spreads to Latin America The Geopolitical Conflict Between the U.S. and China Spreads to Latin America |
| EETimes Taiwan | July 21, 2026 |
The Revolution in Drone Sensor Applications Gains Momentum The Revolution in Drone Sensor Applications Is Gaining Momentum |
| EETimes Taiwan | July 21, 2026 |
Global Semiconductor Manufacturing Equipment Sales Rise 14% Year-Over-Year in the First Quarter Global semiconductor manufacturing equipment sales rose 14% year-over-year in the first quarter |
| EETimes Taiwan | July 20, 2026 |
Energy Transmission Beyond Space: Can Satellites Supply Fuel to Earth? Energy Transmission Across Space: Can Satellites Help Supply Fuel to Earth? |
| EETimes Taiwan | July 20, 2026 |
A New Core in the “Mirror” World: Smart Glasses Break Through Seamlessly A New Core in the “Mirror” World: Smart Glasses’ “Seamless” Breakthrough |
| EETimes Taiwan | July 20, 2026 |
Prices of NOR Flash and SLC NAND Continue to Rise Due to Structural Shortages in the Second Half of 2026 Structural Shortages in 2H26 Drive Continued Price Rises for NOR Flash and SLC NAND |
| EETimes Asia | July 21, 2026 |
QuickLogic and PQSecure Demonstrate Reprogrammable Post-Quantum Cryptography for Future-Proof SoCs QuickLogic and PQSecure Demonstrate Reprogrammable Post-Quantum Cryptography for Future-Proof SoCs |
| EETimes Asia | July 21, 2026 |
LG Chem Begins First Mass Production Shipments to Amkor, Entering the Semiconductor Stripper Market LG Chem Enters the Semiconductor Stripper Market with Its First Mass-Production Supply to Amkor |
| EETimes Asia | July 21, 2026 |
JEDEC’s SPHBM4 Standard Delivers HBM4-Class Performance to AI Systems Using Organic Substrates JEDEC’s SPHBM4 Standard Brings HBM4-class Performance to Organic Substrate-based AI Systems |
| EETimes Asia | July 21, 2026 |
Precision Under Pressure: Ensuring Quality in the Semiconductor Industry Amid Globalization and Miniaturization Precision Under Pressure: Ensuring Quality in a Globalized and Miniaturized Semiconductor Industry |
| EETimes Asia | July 20, 2026 |
SEIPI: Government Steps Up Efforts to Clear NAIA Cargo Backlog Affecting Electronics Production SEIPI and the Government Step Up Efforts to Clear the Cargo Backlog at NAIA Affecting Electronics Production |
| EETimes Asia | July 20, 2026 |
Technological sovereignty will progress slowly through 2030 Technology Sovereignty Will Advance Slowly Through 2030 |
| EETimes Asia | July 20, 2026 |
Rapidus and Cadence Collaborate on Agent-Based AI for Advanced-Node SoC Design Rapidus and Cadence Collaborate on Agentic AI for Advanced-Node SoC Design |
| EETimes Asia | July 20, 2026 |
Melaka Strengthens Semiconductor Strategy Through Public-Private Dialogue Melaka Strengthens Its Semiconductor Strategy Through Government-Industry Dialogue |
| EETimes Asia | July 20, 2026 |
Utilizing Thermal Imaging as the Foundation for Physical AI Thermal Imaging as Infrastructure for Physical AI |
| EETimes India | July 21, 2026 |
India to Expand Chip Ecosystem with Launch of Semicon 2.0 India Launches Semicon 2.0 to Expand Chip Ecosystem |
| EETimes India | July 21, 2026 |
QuickLogic and PQSecure Demonstrate Reprogrammable Post-Quantum Cryptography Technology for Future-Proof SoCs QuickLogic and PQSecure Demonstrate Reprogrammable Post-Quantum Cryptography for Future-Proof SoCs |
| EETimes India | July 21, 2026 |
JEDEC’s SPHBM4 Standard Delivers HBM4-Class Performance to Organic Substrate-Based AI Systems JEDEC’s SPHBM4 Standard Brings HBM4-class Performance to Organic Substrate-based AI Systems |
| EETimes India | July 20, 2026 |
India’s Smartphone Shipments Down 10% Year-Over-Year in the Second Quarter of 2026 India Smartphone Shipments Down 10% Year-Over-Year in Q2 2026 |
| EETimes India | July 20, 2026 |
Rapidus and Cadence Partner on Agent-Based AI for Advanced-Node SoC Design Rapidus and Cadence Collaborate on Agentic AI for Advanced-Node SoC Design |
| EETimes India | July 20, 2026 |
India Approves Mobile Phone Manufacturing Plan Worth 62,500 Crore India Approves INR62,500-crore Mobile Phone Manufacturing Scheme |
| ZDNET Korea | July 22, 2026 |
Take Care of Your Health on a Budget… e-Mart Offers Up to 50% Off Nutritious Foods Nourish Your Body on a Budget… E-Mart Offers Up to 50% Off Health-Boosting Ingredients |
| ZDNET Korea | July 21, 2026 |
Information Security Investment by the Five Major Hospitals… Samsung Seoul: 5 billion; Severance: 700 million Information Security Investment by the Top 5 Hospitals… Samsung Seoul: 5 billion, Severance: 700 million |
| ZDNET Korea | July 21, 2026 |
After sending 8 million characters, I got a reply in my own voice… A language model created by GPT-5.6 using just a single line of prompt text I Sent 8 Million Text Messages, and Got a Reply in My Own Tone… A Language Model Created by GPT-5.6 with Just One Prompt |
| ZDNET Korea | July 21, 2026 |
Restaurant Order Forms Transformed by AI Tools… South Korean Developer Takes First Place in OpenAI Codex Skillathon Restaurant Order Forms Turned into AI Tools… Korean Developer Takes First Place in OpenAI Codex Skillathon |
| ZDNET Korea | July 21, 2026 |
KISTI Seeks Users for Aionkyu Cloud Service KISTI Seeks Users for the AionQ Cloud Service |
| ZDNET Korea | July 21, 2026 |
[News] First Vice Minister Koo Hyuk-chae Discusses Cooperation Measures with the Semiconductor Industry… Part of K-Moonshot On-Site Dialogue [News] First Vice Minister Koo Hyuk-chae Discusses Cooperation Measures with the Semiconductor Industry… Part of K-Moonshot’s On-Site Engagement |
| ZDNET Korea | July 21, 2026 |
“You Made It Impossible for Teachers to Continue”… A Novelist’s Resolute Statement at OpenAI Headquarters “You Made It Impossible for Teachers to Keep Going”… A Novelist’s Resolute Remarks at OpenAI Headquarters |
| ZDNET Korea | July 21, 2026 |
If Kimi K3 Soars, Listing Will Be Accelerated… MoonShot to Seek Listing on the Hong Kong Stock Exchange Within 6 Months Kimi K3 Takes Off, Listing Moved Up… MoonShot to Seek Listing on Hong Kong Stock Exchange Within 6 Months |
| ZDNET Korea | July 21, 2026 |
Koryo Zinc to Restructure Board of Directors at September Extraordinary Shareholders’ Meeting… Vote-Off Against Yeonpong and MBK Koryo Zinc to Restructure Board of Directors at September Extraordinary General Meeting… Set for Proxy Battle with Youngpoong and MBK |
| ZDNET Korea | July 21, 2026 |
[Card News] A Middle Schooler Drowning in Debt: The Quagmire of Teenage Gambling [Card News] A Middle Schooler in Debt: The Quicksand of Teenage Gambling |
| ZDNET Korea | July 21, 2026 |
“HMG Global, not Jeon E-son, should acquire the stake in Boston Dynamics.” “HMG Global, Not Chung Eui-sun, Should Acquire Boston Dynamics Stake” |
| ZDNET Korea | July 21, 2026 |
Wooden Scroll Evaporator as Thin as Two Strands of Hair… Confirms “Fresh Water Even on Shadowy Nights” Wood Scroll Evaporator as Thin as Two Strands of Hair… Confirms “Fresh Water Even on Sunless Nights” |
| ZDNET Korea | July 21, 2026 |
Shin Jin-so Wins Two Straight Against “Katago,” the Strongest Go AI… Claims Come-from-Behind Victory Shin Jin-seo Wins Two Straight Against Top Go AI ‘Katago’… Come-from-Behind Victory |
| ZDNET Korea | July 21, 2026 |
Coca-Cola and Sprite Prices to Rise at Convenience Stores Coca-Cola and Sprite Prices to Rise at Convenience Stores |
| ZDNET Korea | July 21, 2026 |
Hanwha Solutions Faces a 530 Billion Won Shortfall Even After Capital Increase… How Will It Raise Funds? Hanwha Solutions Faces 530 Billion Won Shortfall Despite Pushing Ahead with Stock Offering… How Will It Raise Funds? |
| ZDNET Korea | July 21, 2026 |
The People Power Party Settles the Tug-of-War Over Wong Son… He Returns to the National Assembly’s Standing Committee People Power Party Concludes Stalemate Over Parliamentary Structure… Returns to National Assembly Standing Committees |
| ZDNET Korea | July 21, 2026 |
Cacao Enterprise Reaches Labor-Management Agreement… Agrees on Wage Increase in the “5% Range” Kakao Enterprise Reaches Labor-Management Agreement… Agrees on Wage Increase in the “5% Range” |
| ZDNET Korea | July 21, 2026 |
Everybot Begins Pilot Testing of Senior Care Robots with Samsung Noble Life Everybot Begins Pilot Program for Senior Care Robots with Samsung Noble Life |
| ZDNET Korea | July 21, 2026 |
Hanwha Was the Largest Shareholder of U.S. Tokenization Firm “Securitize”… “For Financial Investment Purposes” Hanwha Was the Largest Shareholder of U.S. Tokenization Firm ‘Securitize’… “For Financial Investment Purposes” |
| ZDNET Korea | July 21, 2026 |
“4-Hour Daily Limit” on Civil Servant Overtime Abolished… Allowances to Be Paid Based on Actual Hours Worked Civil Servant Overtime “4-Hour Daily Cap” to Be Abolished… Allowances to Be Paid Based on Hours Worked |
| JoongAng Ilbo | July 22, 2026 |
SamJonics’ pie has been taken a bite out of… Apple has also entered the fray, and Chinese DRAM has taken the top spot Samsung Nix’s Market Share Eroded… China’s No. 1 DRAM Maker, Which Even Apple Has Turned to |
| JoongAng Ilbo | July 22, 2026 |
[Exclusive] SK Hynix’s Bold Move… Intel Acquires a Factory in Ohio, U.S. [Exclusive] SK Hynix’s Bold Move… to Acquire Intel’s Ohio Plant |
| JoongAng Ilbo | July 22, 2026 |
[Editorial] “N% Performance-Based Pay” That Destroys the Industrial Ecosystem… Approval at Shareholders’ Meetings Should Be Mandatory [Editorial] “N% Performance Bonuses” That Undermine the Industrial Ecosystem… Approval at Shareholders’ Meetings Should Be Mandatory |
| JoongAng Ilbo | July 22, 2026 |
This president said, “The distribution of corporate operating profits is not a matter for labor disputes.” President Lee: “The Distribution of Corporate Operating Profits Is Not a Matter for Labor Disputes” |
| JoongAng Ilbo | July 22, 2026 |
“It’s Not Even Speculation”: Health Insurance Premiums Tied to Assets—Including Homes and Farmland—Pinch Retirees [Shin Seong-sik’s Let’s Go 9988] “It’s Not Even Speculation”: Health Insurance Premiums Tied to Assets—Homes and Farmland Included—Are Squeezing Retirees [Shin Seong-sik’s Let’s Go 9988] |
| JoongAng Ilbo | July 22, 2026 |
SK Hynix Tears Apart the “Couple” Known as the Won-Yen Exchange Rate The Won-Yen Exchange Rate, Once Known as the “Couple,” Is Being Driven Apart by SK Hynix |
| BAIDU | Yesterday at 9:20 p.m. |
Guojing Precision: The company holds the top position in the semiconductor sector for precision ceramic products Guojing Seiko: The company holds a leading position in the semiconductor sector for precision ceramic products |
| BAIDU | Yesterday at 8:45 p.m. |
Nu’an Fund: Focusing on Promoting the Domestic Production of Semiconductor Equipment and Materials Nuo’an Fund: Prioritizing the Domestic Production of Semiconductor Equipment and Materials |
| BAIDU | Yesterday |
High Hopes for the Semiconductor Industry Chain: Active Fund Managers Identify Companies with High Barriers to Entry Bullish on the Semiconductor Industry Chain: Active Fund Managers Uncover Companies with High Barriers to Entry |
| BAIDU | Yesterday at 9:26 p.m. |
Hikvision Invests 4 Billion Yuan to Enter Chip Packaging and Testing—Can Panel Makers Break Through by Expanding into the Semiconductor Business? HuiKe Pours 4 Billion Yuan into Chip Packaging and Testing—Can Panel Makers Break the Deadlock by Expanding into Semiconductors? |
| BAIDU | Yesterday at 9:25 p.m. |
AI Supports Compound Semiconductor R&D, Adding a “Power Tool” for Process Optimization | Frontline Express AI Empowers Compound Semiconductor R&D, Adding a “Power Tool” for Process Optimization | Frontline Express |
| BAIDU | Yesterday at 6:50 p.m. |
Tracking Key Semiconductor Trends: Memory Prices in the Retail Market Hit New Highs Again; Gallium Nitride Nanocrystals Produced for the First Time Semiconductor Trends: Retail Memory Prices Hit New Highs; Gallium Nitride Nanocrystals Produced for the First Time |
| BAIDU | 5 hours ago |
A Fierce Rally Tonight! Storage Chips, Optical Communications, and Semiconductors All Surge Simultaneously Tonight, a fierce counterattack! Storage chips, optical communications, and semiconductors all surge simultaneously |
| BAIDU | Yesterday at 9:35 p.m. |
U.S. Stocks Open Higher Across the Board, Led by Storage Chips, Semiconductor Equipment, and Wafer Foundry Sectors U.S. stocks open higher across the board, with memory chips, semiconductor equipment, and wafer foundry sectors leading the gains |
| BAIDU | Yesterday at 6:11 p.m. |
From a Simultaneous Plunge to a Collective Rebound: Why Did Semiconductors Become the “Vanguard” of the Rebound? From a wave of stocks hitting the daily limit-down to a collective rally: Why did semiconductors become the “vanguard” of the rebound? |
| BAIDU | Yesterday at 6:07 p.m. |
Major Rally: Semiconductor Equipment Stocks Soar 14% in a Single Day—Has the Market Reached a Turning Point? Major Rally: Semiconductor Equipment Soars 14% in a Single Day—Has the Market Reached a Turning Point? |
| EE Times Japan | July 21, 2026 | Digitizing On-Site Management with IoT: Predictive Maintenance Platform |
| EE Times Japan | July 21, 2026 | Semiconductor Manufacturing Equipment Sales to Reach Record High of $165.9 Billion in 2026 |
| EE Times Japan | July 21, 2026 | Canada, Which Lacks a “Domestic AI Stack”: How Will It Build Sovereign AI? |
| EE Times Japan | July 21, 2026 | Okayama University and Others Achieve Two Optical Functions with a Single 2D Crystal Nanostructure |
| EE Times Japan | July 21, 2026 | Cars Spend 95% of Their Time Idling… Exploring Possibilities Based on “Downtime” |
| SemiEngineering | July 22, 2026 |
Dynamic Throttling of AI Performance Using Hardware-Based Methods (Princeton University) HW-based Methods to Dynamically Throttle AI Performance (Princeton University) |
| SemiEngineering | July 22, 2026 |
Monolithic 3D-DRAM with Oxide-Semiconductor Architecture (imec, KU Leuven, Samsung, Lam) Monolithic 3D-DRAM with Oxide-Semiconductor Architecture (imec, KU Leuven, Samsung, Lam) |
| SemiEngineering | July 21, 2026 |
Summary of Technical Papers from the Chip Industry: July 21 Chip Industry Technical Paper Roundup: July 21 |
| SemiEngineering | July 21, 2026 |
Research Bits: July 21 Research Bits: July 21 |
| SemiEngineering | July 21, 2026 |
Graph Transformer Speeds Up IC Interconnect Signal Integrity Analysis (Buffalo, Stuttgart, IBM) Graph Transformer Speeds Up IC Interconnect Signal Integrity Analysis (Buffalo, Stuttgart, IBM) |
| SemiEngineering | July 21, 2026 |
3D Mask Effects Enhance Imaging in High-NA EUV and Hyper-NA EUV Lithography (Fraunhofer, ASML) 3D Mask Effects Enhance Imaging in High-NA EUV and Hyper-NA EUV Lithography (Fraunhofer, ASML) |
| SemiEngineering | July 21, 2026 |
Mitigating the Memory Wall with an Inference Accelerator That Integrates On-Interconnect Computation and Memory (NUS) Inference Accelerator That Integrates Compute-in-Interconnect and Memory to Mitigate the Memory Wall (NUS) |
| SemiEngineering | July 21, 2026 |
NbAs Nanowires Exhibit Low Resistivity as Interconnect Dimensions Shrink (Cornell, NYCU, IBM, et al.) NbAs Nanowires Exhibit Lower Resistivity as Interconnect Dimensions Shrink (Cornell, NYCU, IBM, et al.) |
| SemiEngineering | July 21, 2026 |
Lithographic Patterning of Conformal Thin-Film Coatings on Complex 3D Structures (KTH Royal) Lithographic Patterning of Conformal Thin-Film Coatings on Complex 3D Structures (KTH Royal) |
| ChosunBiz | July 22, 2026 |
Will Securities Stocks, Down 40% From Their Highs, Rebound? Will Brokerage Stocks, Down 40% From Their Highs, Rebound? |
| ChosunBiz | July 22, 2026 |
Side-car mechanism for buy and sell orders triggered 59% of the time during the 9 o’clock hour Buy- and Sell-Side Sidescars Triggered 59% of the Time Around 9:00 a.m. |
| ChosunBiz | July 22, 2026 |
“Stop Leveraged and Inverse Investing” vs. “Regulations Will Reduce Liquidity and Increase Volatility Even Further” “Stop Leveraged and Inverse Investing” vs. “Volatility Will Increase Further If Liquidity Drops Due to Regulations” |
| ChosunBiz | July 21, 2026 |
New York Stock Market Rises on Semiconductor Stock Rebound… Nasdaq Up 0.7% New York Stock Market Rises on Semiconductor Stock Rebound… Nasdaq Up 0.7% |
| ChosunBiz | July 21, 2026 |
Etipos Selected for the “Innovation Premier 1000”… Recognized for Its Technical Expertise in V2X Communication Semiconductors Etipos Selected for ‘Innovation Premier 1000’… V2X Communication Semiconductor Technology Recognized |
| ChosunBiz | July 21, 2026 |
Even After Going to the Trouble of Boosting the Market, Discussions on “Redistribution of Excess Profits” Arise… “Why Is the Korean Market Trapped in a ‘Cage’?” After all the effort to boost the stock market, discussions about ‘redistribution of excess profits’… “Why the Korean stock market is in a ‘cage’” |
| ChosunBiz | July 21, 2026 |
Exchanges to Regulate “Keyword Changes” for ETFs… Mandate Prior Consultation Exchanges Put the Brakes on ETF ‘Keyword Changes’… Mandate Prior Consultation |
| ChosunBiz | July 21, 2026 |
The AI Shock Triggered by the ‘Kimi K3’… 3 Key Points to Watch for During ‘AI Super Week’ The AI Shock Triggered by ‘Kimi K3’… 3 Things to Watch for During ‘AI Super Week’ |
| ChosunBiz | July 21, 2026 |
J.P. Morgan: “Leveraged ETFs Triggered the KOSPI Plunge… We Maintain Our Target of 12,500” J.P. Morgan: “Leveraged ETFs Fueled the KOSPI’s Sharp Drop… Maintaining Target of 12,500” |
| ChosunBiz | July 21, 2026 |
Samsung Deputy Audit Committee Chair on Performance-Based Compensation Controversy: “We Should Be Humble Before the Public” Samsung Audit Committee Chairman on Performance-Based Bonus Controversy: “We Must Be Humble Before the Public” |
| WccfTech | July 22, 2026 |
U.S.-China AI Showdown Scheduled for September — China’s Zhipu Makes Full-Scale Entry into Full-Stack AI Infrastructure, Including ASICs and a 1 GW Data Center U.S.-China AI Showdown Now Scheduled for September as China’s Zhipu Sets Its Sights on Full-Stack AI Infrastructure, Including ASICs and a 1GW Data Center |
| WccfTech | July 22, 2026 |
NVIDIA DLSS 5 Gives Artists Complete Control Over Final Frame Composition — SIGGRAPH Tech Demo Solves Major Challenge of Achieving Realistic 4K Video on a Single GPU Using Neural Rendering NVIDIA DLSS 5 Gives Artists Full Control to “Direct the Final Frame,” as a SIGGRAPH Technical Demo Shows How Neural Rendering Solved a Major Challenge to Achieve 4K “Lifelike” Visuals on a Single GPU |
| WccfTech | July 22, 2026 |
Google Announces Gemini 3.6 Flash — It Might Be the Worst Model Yet Google Just Released Gemini 3.6 Flash, and It Might Be Its Worst Model Yet |
| WccfTech | July 22, 2026 |
AMD Offers Helios Rack at a Price 40% Higher Than NVIDIA’s Second-Generation Rubin — Confident Customers Will Pay the Premium AMD Is Reportedly Pricing Its Helios Rack 40% Higher Than NVIDIA’s Second-Generation Rubin, Confident That Customers Will Pay the Premium |
| WccfTech | July 22, 2026 |
Philips Announces the Evnia 32M2N6901A 4K QD-OLED Monitor with a 165Hz Refresh Rate — Delivering a Smooth Gaming Experience Philips Introduces the Evnia 32M2N6901A 4K QD-OLED Monitor, Featuring a 165 Hz Refresh Rate for a Smooth Gaming Experience |
| WccfTech | July 22, 2026 |
NVIDIA Vera Rubin NVL72 Delivers 10x the Token Throughput Compared to Blackwell — Achieves 800,000 tokens/s at the Same 150 MW Power Consumption, Compared to GB200’s 80,000 tokens/s NVIDIA’s Vera Rubin NVL72 Takes the Stage with a Monstrous 10x Increase in Token Throughput Compared to Blackwell, Reaching 800,000 Tokens/s Versus the GB200’s 80,000 at the Same 150 MW |
| WccfTech | July 22, 2026 |
NVIDIA Vera CPU, Designed for Agentic AI, Outperforms Traditional x86 — Delivers 6x Faster Performance and 40% Lower Latency NVIDIA’s Vera CPU Outperforms Traditional x86 Chips With an Agent-Based AI-Focused Design That Delivers 6x Faster Performance and 40% Lower Latency |
| WccfTech | July 22, 2026 |
NVIDIA Vera CPU Optimized for the Era of Agentic AI — Delivers Maximum Single-Core, Single-Thread Performance Compared to x86; Full Architecture Revealed The NVIDIA Vera CPU Is Designed for the Agent-Based AI Era, Delivering Maximum Single-Core and Single-Thread Performance Compared to x86; A Full Architectural Breakdown Reveals |
| WccfTech | July 22, 2026 |
NVIDIA Rubin GPU: Comprehensive Architecture Overview Reveals 10x Increase in Agent-Based AI Performance Compared to Blackwell — Features 336 Billion Transistors NVIDIA Rubin GPUs Deliver a 10x Increase in Agentic AI Performance Compared to Blackwell as Their Architecture Is Fully Unveiled, Featuring 336 Billion Transistors |
| WccfTech | July 21, 2026 |
CD Projekt Red Sets August 25 Release Date for “The Witcher 3: Songs of the Past” — Switch 2 Fans Are Furious CD Projekt Red Sets August 25 as the Release Date for *The Witcher 3: Songs of the Past*, but Switch 2 Fans Are Fuming |
| WccfTech | July 21, 2026 |
Samsung Postpones Introduction of Hybrid Bonded Memory (HBM) to 2029 — Aligning Next-Generation Memory with NVIDIA’s Feynman AI GPU Samsung Postpones Hybrid Bonding HBM to 2029, Aligning Next-Generation Memory With NVIDIA’s Feynman AI GPUs |
| WccfTech | July 21, 2026 |
Splatoon Raiders Review — A More Niche Spin-Off That Emphasizes Router Shooter Elements Splatoon Raiders Review – A More Niche Spinoff That Hits the Sweet Spot of Looter-Shooters |
| WccfTech | July 21, 2026 |
Exynos 2700: If Samsung Achieves a Milestone with Its Latest 2nm Process, It Could Break the 4.00 GHz Barrier for Prime Cores Exynos 2700 Could Exceed the 4.00 GHz Clock Speed Limit on Its Prime Cores, Assuming Samsung Reaches a Milestone in Its Newer 2nm Process |
| WccfTech | July 21, 2026 |
Reddit User Snags a $1,220 iBuyPower PC with an RTX 5070, 32GB RAM, and 2TB Storage at Costco — Normally Priced at Over $2,000 Redditor Snags an iBuyPower RTX 5070, 32 GB + 2 TB Build at Costco for $1,220—a Rig That Should Cost Over $2,000 |
| WccfTech | July 21, 2026 |
Acer Announces the Predator Atlas 8 with Arc G3 Starting at $1,340 — Arc G3 Extreme Configuration Starts at $1,742 Acer Reveals That the Arc G3-Based Predator Atlas 8 Will Cost at Least $1,340, While the Arc G3 Extreme Configuration Starts at $1,742 |
| WccfTech | July 21, 2026 |
Suppliers in South Korea, the U.S., and Japan Are Competing to Upgrade Their Fab Facilities — Aiming to End the NAND Flash Shortage by 2027 Korean, U.S., and Japanese Suppliers Race to Upgrade Their Fab Facilities, Ending the NAND Flash Shortage in 2027 |
| WccfTech | July 21, 2026 |
Square Enix’s “Final Fantasy VII Rebirth” Shader Injector Makes the 2026 PC Remaster a Reality — Procedural Skyboxes Drive Further Evolution Square Enix’s Final Fantasy VII Rebirth Shader Injector Created a 2026 PC Remaster, but Procedural Skyboxes Could Push It Further |
| WccfTech | July 21, 2026 |
TSMC to Raise Semiconductor Prices by 10% in 2027 — Mature Nodes Also Included; Company Says Decision Is “Not Opportunistic” TSMC Plans to Raise Semiconductor Prices by 10% in 2027; Mature Nodes Will Also Be Affected; Company Spokesperson Says the Decision Is “Not Opportunistic” |
| WccfTech | July 21, 2026 |
Star Wars: “Knights of the Old Republic” Remake Reportedly Set for Release After Three Years of Rebuilding ‘Star Wars: Knights of the Old Republic’ Remake Reportedly Nears Announcement After 3 Years of Saber Rebuilding It From Scratch |
| WccfTech | July 21, 2026 |
Midgar Studio, the developer of *Edge of Memories*, was forced to close despite doing everything in its power to find a buyer Edge of Memories Developer Midgar Studio Has Shut Down, as No Buyer Was Found Despite Every Effort |
| JW.com (JW) | July 22, 2026 |
Xingsi Semiconductor Completes New Round of Strategic Industrial Financing Xingsi Semiconductor Completes a New Round of Strategic Industry Financing |
| JW.com (JW) | July 22, 2026 |
Yuanjie Technology: Forecasts First-Half Net Profit of 600 Million to 650 Million, Up 1,197% to 1,305% Year-Over-Year Yuanjie Technology: First-Half Net Profit Expected to Be 600 Million to 650 Million, Up 1,197%–1,305% Year-Over-Year |
| JW.com (JW) | July 22, 2026 |
Unigroup Plans to Apply for 8.523 Billion Yuan in Acquisition Financing to Refinance Existing Syndicated Loan Unigroup Plans to Apply for 8.523 Billion Yuan in M&A Financing to Replace Existing Syndicated Loan |
| JW.com (JW) | July 22, 2026 |
Although the shareholding ratio of Fulede’s controlling shareholder and its concerted parties was involuntarily diluted to 54.87% due to the conversion of convertible bonds, this has no impact on the company’s control The shareholding ratio of Fulede’s controlling shareholder and its concerted parties was passively diluted to 54.87% due to the conversion of convertible bonds, but this has no impact on control of the company |
| JW.com (JW) | July 22, 2026 |
South Korea’s $540 billion semiconductor project is facing delays due to strong public opposition South Korea’s $540 billion semiconductor project is facing strong public opposition, hindering its progress |
| JW.com (JW) | July 22, 2026 |
Samsung Electronics Expands NAND Supply Partnership with NVIDIA to Accelerate Deployment of V9 and V10 Flash Memory Samsung Electronics Expands NAND Supply Partnership with NVIDIA to Accelerate V9 and V10 Flash Memory Deployment |
| JW.com (JW) | July 22, 2026 |
MuXi Co., Ltd., Shanghai State-Owned Assets, and Others Establish a 200 Million Yuan Venture Capital Fund MuXi Co., Ltd., Shanghai State-Owned Assets, and Others Establish a 200 Million Yuan Venture Capital Fund |
| JW.com (JW) | July 22, 2026 |
Lanchi Technology: Shipments of DDR5 RCD Chips Have Increased Significantly Lanchi Technology: The company’s DDR5 RCD chip shipments have increased significantly |
| JW.com (JW) | July 22, 2026 |
GigaDevice: Plans to Allocate Entire 500 Million Yuan Raised Through A-Shares to Capital Increase for Subsidiary to Implement DRAM Project GigaDevice: Plans to Use 500 Million Yuan Raised Through A-Shares to Increase Capital in Wholly-Owned Subsidiary and Implement DRAM Project |
| JW.com (JW) | July 22, 2026 |
Ying Shi Innovation: Plans to Apply for Registration and Issuance of Technology Innovation Bonds Worth Up to 2 Billion Yuan Ying Shi Innovation: Plans to Apply for Registration and Issuance of Technology Innovation Bonds Totaling Up to 2 Billion Yuan |
| JW.com (JW) | July 22, 2026 |
Xi’an Yicai: Monthly Production and Sales of 12-Inch Electronics-Grade Silicon Wafers Exceed 1 Million Units Xi’an Yicai: Monthly Production and Sales of 12-Inch Electronic-Grade Silicon Wafers Exceed 1 Million Pieces |
| JW.com (JW) | July 21, 2026 |
Wanrun Technology Involved in a 185 Million Yuan Lawsuit Wanrun Technology: Involved in a 185 Million Yuan Lawsuit |
| JW.com (JW) | July 21, 2026 |
*ST Dongjing: Delisting Risk Warning Lifted; Stock Abbreviation to Change to “Dongjing Electronics” Starting July 23 *ST Dongjing: Delisting Risk Warning Lifted; Stock Abbreviation to Change to “Dongjing Electronics” Starting July 23 |
| JW.com (JW) | July 21, 2026 |
Northern HuaChuang: Plans to Register and Issue Financing Instruments Worth Up to 12 Billion Yuan, Awaiting Approval at Shareholders’ Meeting Northern HuaChuang Plans to Register and Issue Financing Instruments Totaling Up to 12 Billion Yuan, Pending Review by Shareholders’ Meeting |
| JW.com (JW) | July 21, 2026 |
Jiangling Motors Reports 7.02% Increase in Revenue and 10.78% Rise in Net Profit Excluding Non-Recurring Gains and Losses for the First Half of 2026 Jiangling Motors Reports 7.02% Revenue Growth and 10.78% Increase in Net Profit Excluding Non-Recurring Gains and Losses for the First Half of 2026 |
| Power Electronics News | July 21, 2026 |
Inside Amperesand’s SST: A Conversation with CEO Brian Dow Inside Amperesand’s SST: A Conversation with CEO Brian Dow |
| Power Electronics News | July 21, 2026 |
Texas Instruments Introduces Cell-Level Intelligence to Battery Monitoring Texas Instruments Brings Cell-Level Intelligence to Battery Monitoring |
| GNC Letter (global-net) | July 21, 2026 | TSMC Reports Record Growth with 77% Increase in Net Income for Q2 2026; Driven by Advanced Processes and AI Demand |
| GNC Letter (global-net) | July 21, 2026 | Rapidus and Cadence Streamline Cutting-Edge SoC Design with AI Agents, Aiming to Speed Up Design TAT by Up to 2x |
| GNC Letter (global-net) | July 21, 2026 | TSMC to Expand U.S. Investment to $265 Billion; to Establish 12 Advanced Semiconductor and Packaging Facilities |
| GNC Letter (global-net) | July 21, 2026 | Fujitsu Explores Physical AI Business with Three Major Japanese Robotics Companies; Builds Collaborative Control Platform Using NVIDIA Technology |
| GNC Letter (global-net) | July 21, 2026 | Japanese Government and NVIDIA Build World’s First National AI Infrastructure; Establish AI Factory for Physical AI |
| GNC Letter (global-net) | July 21, 2026 | ASML’s Q2 2026 Results Exceed Expectations for Both Revenue and Profit; Full-Year Outlook Revised Upward Due to Accelerating AI Demand |
| GNC Letter (global-net) | July 21, 2026 | Tokyo Electron Expands Collaboration with NVIDIA to Promote the Automation of Semiconductor Manufacturing Equipment Through the Use of AI and Robotics |
| GNC Letter (global-net) | July 21, 2026 | ASML’s High NA EUV Enters Mass Production; Intel Adopts It for the First Time in Logic Products |
| GNC Letter (global-net) | July 21, 2026 | Tower Semiconductor to Invest Over 600 Billion Yen in Japan to Expand 300mm Silicon Photonics Production |
| GNC Letter (global-net) | July 21, 2026 | UMC and SILITH Begin Mass Production of Silicon Photonics Products; Establish Mass Production Capabilities for Optical Interconnects for AI |
| 3D InCites | July 21, 2026 |
Why is the ripple in your power supply so high? Why Is the Ripple in Your Power Supply So Large? |
| Nikkei Asia (Semi) | July 21, 2026 |
Exclusive: TSMC to Raise Semiconductor Manufacturing Prices by Up to 10% Starting in 2027 Exclusive: TSMC to Raise Chip Manufacturing Prices by Up to 10% Starting in 2027 |
| SemiWiki | July 22, 2026 |
Silicon Creation at DAC 2026: Solutions for Clocking, SerDes, and Sensing at 2 nm (and Beyond) Silicon Creations at DAC 2026: Solutions for Clock, SerDes, and Sensing in 2nm (and Beyond) |
| SemiWiki | July 22, 2026 |
The Architecture of Success: Why a Unified Semiconductor IP Strategy Is the Foundation of Modern SoC Design The Architecture of Success: Why a Unified Semiconductor IP Strategy Is the Foundation of Modern SoC Design |
| SemiWiki | July 21, 2026 |
Whalechip Uses ChipAgents to Reduce Root Cause Analysis to Just a Few Minutes Whalechip Uses ChipAgents to Compress Root Cause Analysis into Minutes |
| SemiWiki | July 21, 2026 |
Visit Defacto Technologies at DAC 2026 Visit Defacto Technologies at DAC 2026 |
| SemiWiki | July 21, 2026 |
Keysight Design Engineering Software at DAC 2026: Exploring Chiplets, RF, and AI-Driven Design Keysight Design Engineering Software at DAC 2026: A Deep Dive into Chiplets, RF, and AI-Driven Design |
| EE Times China | July 21, 2026 |
Anmo Technology’s Edge AI Technology Outlook: Get an Early Look at “Xingchen,” “Zhouyi,” and “Wudang” Amog Technology’s Edge AI Technology Outlook: Get a First Look at “Xingchen,” “Zhouyi,” and “Wudang” |
| EE Times China | July 21, 2026 |
LG Electronics to Halt Production at Huizhou Plant in October: China’s First Manufacturing Base Operated for 34 Years; Production Capacity May Be Transferred to Haiphong, Vietnam, in the Future LG Electronics to Halt Production at Huizhou Plant in October: China’s First Manufacturing Base Closes After 34 Years of Operation; Production Capacity May Be Transferred to Haiphong, Vietnam |
| EE Times China | July 21, 2026 |
Microsoft and AMD Expand AI Collaboration: Deploying Helios Rack Systems on Azure Microsoft and AMD Expand AI Collaboration: Deploying Helios Rack-Scale Systems on Azure |
| EE Times China | July 21, 2026 |
GenBrain Server Introduces Cross-Generation CXL Memory Expansion Solution: DDR4 and DDR5 Used Together on the Same Machine GenBrain Server Launches Cross-Generation CXL Memory Expansion Solution: Mixed Use of DDR4 and DDR5 on the Same Machine |
| EE Times China | July 21, 2026 |
Siemens Acquires Precision Innovations to Fill the “Frontier” of AI Chip Design Siemens Acquires Precision Innovations to Fill the “Frontier” of AI Chip Design |
| EE Times China | July 21, 2026 |
Engraving Gemini onto Silicon: Will Google’s Frozen v2 Chip Change the Rules of AI Computing? Etching Gemini onto Silicon: Can Google’s Frozen v2 Chip Rewrite the Rules of the AI Computing Game? |
| EE Times China | July 21, 2026 |
OpenAI’s Head of Strategic Future Weighs In on the Kimi K3 Controversy: Are Models That Publish Weights “Decelerationism”? OpenAI’s Head of Strategic Future Assesses the Controversy Surrounding Kimi K3: Are Models That Publish Weights “Decelerationism”? |
| EE Times China | July 21, 2026 |
Breaking Through a 30-Year Barrier: U.S. Research Institute Overcomes Challenge in Synthesizing Metal Nitride Nanocrystals Breaking Through a 30-Year Bottleneck: U.S. Research Institute Overcomes Challenge in Synthesizing Metal Nitride Nanocrystals |
| EE Times China | July 21, 2026 |
NVIDIA Acquires U.S. “Dark Fiber” for $10 Billion; Potential Bandwidth Could Reach 7.6 Pb/s NVIDIA Acquires U.S. “Dark Fiber” for $10 Billion; Potential Bandwidth Could Reach 7.6 Pb/s |
| EE Times China | July 21, 2026 |
Li Auto Establishes Chip Company “Xinchuang Zhihuo”: Mach M100 Already in Mass Production and Installed; Company Considers Supplying Its In-House Chips to Third Parties Li Auto Establishes Chip Company “Xinchuang Zhihé”: Mach M100 Already in Mass Production and Installed in Vehicles; In-House Chips May Be Supplied to Third Parties |
| EE Times China | July 21, 2026 |
China Association of Automobile Manufacturers Clarifies That Report Claiming “Average Age of New Energy Vehicles Is 1.8 Years” Is a Misinterpretation: 3.5 New Models Entered the Market Daily on Average in the First Half of the Year—Why Are New Car Models Released Faster Than Smartphones? CAAM Clarifies That “Average Age of New Energy Vehicles Is 1.8 Years” Is a Misinterpretation: 3.5 New Models Launched Daily on Average in the First Half of the Year—Why Do New Car Models Debut Faster Than Smartphones? |
This article is delivered every morning via an automated collection and AI-generated system. Number of items collected: 217 | Last updated: July 22, 2026
Editor’s Note: This article utilizes AI to summarize and organize news content. While every effort has been made to be as accurate as possible, it may contain errors in background explanation or interpretation of causal relationships. Please always check the source article for details and accurate context.
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