Today’s semiconductor news clearly reflects a market driven by the evolution of AI computing and the explosive growth in infrastructure demand.In particular, AMD has announced its next-generation Instinct MI455X GPU, and with its overwhelming scale of 320 billion transistors and the adoption of HBM4 memory, the company is strengthening its stance against NVIDIA’s Rubin.Furthermore, the development of AI infrastructure is accelerating, as evidenced by the rollout of the 2GW-scale Helios solution through a major partnership with Anthropic. Meanwhile, the surge in AI demand is spilling over into the CPU market; server CPUs are becoming a new scarce resource, driving up prices as Intel and AMD sign long-term contracts with Chinese companies.Supply shortages and technological innovation are occurring simultaneously across the entire semiconductor supply chain, as evidenced by Samsung’s adoption of TSMC’s 3nm chips in its Galaxy Z Fold8 series and spot prices for server DRAM exceeding contract prices by 146%.Market concerns are also growing regarding the burden of AI investments by major tech companies, and the semiconductor industry finds itself in the midst of an unprecedented whirlwind of investment and demand.
TOC
Main News
- AMD Unveils Instinct MI455X GPU — Boosting AI Computing Performance with a Massive 320 Billion Transistors
AMD has announced its next-generation AI chip, the Instinct MI455X.Featuring the CDNA 5 architecture and manufactured using TSMC’s 2nm and 3nm processes, this GPU packs 320 billion transistors and boasts performance capable of rivaling NVIDIA’s Rubin.Equipped with HBM4 memory and delivering up to 40 PFLOPs of AI computing performance, this chip serves as the core of the Helios AI rack, playing a key role in dramatically improving the processing capabilities of agent-based AI. - AMD and Anthropic form major partnership to deploy AI infrastructure Helios at up to 2GW scale.
AMD has announced a strategic partnership with Anthropic to deploy Helios rack-scale solutions featuring Instinct MI455X GPUs at a scale of up to 2GW. The first 1GW deployment is scheduled to begin in the first half of 2027. Amidst the rapidly expanding demand for AI, such as that from Claude, Anthropic aims to significantly enhance its learning and inference capabilities and strengthen its competitiveness by adopting AMD’s computing infrastructure. - Spot Prices for Server DRAM Skyrocket — An Unprecedented Situation Where Prices Exceed Contract Prices by 146%
The market environment for server DRAM is undergoing drastic changes due to the explosive growth in AI demand.An unprecedented situation has arisen in which spot prices are 146% higher than contract prices, and supply shortages are worsening not only for HBM but also for general-purpose server memory. The evolution of AI computing is driving up memory demand across data centers, presenting semiconductor manufacturers with expanded revenue opportunities while simultaneously testing the limits of their supply capacity. - Intel and AMD Sign Long-Term CPU Contracts with Chinese AI Companies — Prices Rise 40%
With the rise of agent-based AI in AI computing, the importance of CPUs is being reaffirmed. Intel and AMD have signed one-year CPU supply contracts with Chinese data center companies.As the CPU shortage driven by AI demand worsens—with market prices already up 40%—both companies are optimizing their product lineups for AI to meet this surge in demand and secure stable revenue. - Samsung Unveils Galaxy Z Fold8 Series — Flagship Models Feature TSMC’s 3nm Chips
Samsung unveiled its latest foldable smartphone series, the Galaxy Z Fold8, at an event in London.The lineup has been expanded to three models, with the top-tier model featuring a chip manufactured using TSMC’s 3nm process. Due to the increase in performance, the price of the flagship model has risen by $100. Reliance on cutting-edge processes and rising costs are having a direct impact on pricing strategies for consumer devices. - Google Expands Investment in AI Infrastructure — Responding to Broad Demand Growth
Against the backdrop of a comprehensive surge in AI demand, Google has announced plans to further expand investment in AI infrastructure, including data centers. As AI integration advances, from search engines to cloud services, securing computing resources has become a top priority. Through massive capital investments, the company is rushing to strengthen the hardware infrastructure supporting its AI ecosystem, serving as a strong driver of semiconductor demand. - Samsung in Talks to Invest Approximately 1 Billion Euros in Mistral AI
It has been reported that Samsung is in talks to invest approximately 1 billion euros in Mistral AI, a European AI startup.For Samsung, which aims to strengthen its presence in the AI sector, combining Mistral AI’s technological capabilities with its own semiconductor infrastructure would be a strategic move to enhance its competitiveness in the AI market. If this investment materializes, it will deepen the collaboration between the European AI ecosystem and the Asian semiconductor giant. - New York Markets Fall on Concerns Over Major Tech Companies’ AI Investment Burden and Rising Oil Prices
The New York markets opened lower, driven by concerns over the excessive burden of AI investments by major tech companies and the risk of renewed inflation due to rising oil prices.Market skepticism is growing over whether massive investments in AI infrastructure will translate into future profits, putting selling pressure on tech stocks across the board, including semiconductor-related shares. Macroeconomic instability is casting a shadow over the sustainability of the AI boom. - AMD accelerates HBM4 adoption in next-generation AI chips – implementing annual improvements in memory bandwidth.
AMD has decided to adopt HBM4 memory in its next-generation AI chips and has indicated its intention to continuously enhance memory bandwidth. As AI models become larger, memory bandwidth is becoming a bottleneck in computational performance, and AMD has made the evolution of memory technology a top priority on its roadmap. This strategy aims to secure an advantage over competitors such as NVIDIA in terms of hardware data transfer efficiency. - Server CPUs are becoming the next scarce resource in the AI boom – Intel and AMD’s moves are attracting attention.
While GPUs were the main players in the early stages of the AI boom, server CPUs are now attracting attention as a new scarce resource. Intel and AMD are strengthening their supply chains and shifting their pricing strategies in response to the re-evaluation of the CPU’s role in processing AI workloads. In particular, they are actively capturing demand in the Chinese market, and the supply and demand balance in the server CPU market is a crucial factor that will influence trends in the semiconductor industry as a whole.
📌 As you’ve been following this news, have you ever felt this way?
“I’m keeping up with industry trends, but the ‘judgment’ we make on the front lines isn’t being passed on to anyone.”
On Wednesday, July 29, at 8:00 PM, we’ll be hosting a free online “Extended Brain” introductory seminar. In 90 minutes, we’ll explain how to transfer veteran employees’ judgment to AI.
News List (225 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | July 23, 9:52 a.m. |
In-Depth: Alibaba Builds an AI Empire Comprising Three Layers: Chips, Memory, and Models In-depth: Alibaba Builds a Three-Tier AI Empire Spanning Chips, Memory, and Models |
| DIGITIMES | July 23, 3:11 p.m. |
Moonshot AI Model Challenges EDA’s Moat with 2-Day Chip Design Moonshot AI Model Challenges EDA Moat with 2-Day Chip Design |
| DIGITIMES | July 23, 3:10 p.m. |
Tesla Confirms Order for TeraFab Equipment—Aims to Produce Its Own Chips to Overcome Supply Bottlenecks Tesla Confirms Equipment Orders for TeraFab, Aims to Break Supply Bottleneck Through In-House Chip Production |
| DIGITIMES | July 23, 2:48 p.m. |
Intel 18A Adopts High-NA EUV to Advance Dual Certification Efforts Intel 18A Adopts High-NA EUV in Dual-Certification Push |
| DIGITIMES | July 23, 11:42 |
Chip Production in Kyushu Surges 60% Amid TSMC’s Expansion, but Local Suppliers See Limited Benefits Kyushu’s chip output jumps 60% amid TSMC’s expansion, but local suppliers see limited gains |
| DIGITIMES | July 23, 3:11 p.m. |
STMicroelectronics Strengthens Commitment to AI Data Center Business Following 26% Rebound in Second-Quarter Revenue STMicroelectronics Raises Ambitions for AI Data Center Business as Second-Quarter Revenue Rebounds 26% |
| DIGITIMES | July 23, 2:54 p.m. |
Samsung Considers Besi’s South Korean Rival for Its 50-Bonder Hybrid Bonding Line Amid Stalled Price Negotiations Samsung Considers Besi’s Korean Rivals for a 50-bonder Hybrid Bonding Line as Pricing Talks Drag On |
| DIGITIMES | July 23, 2:29 p.m. |
Server CPUs Are Set to Become the Next Scarce Resource in the AI Boom—Intel and AMD Reportedly Secure Chinese Buyers Server CPUs Are the Next Scarce Commodity in the AI Boom: Intel and AMD Reportedly Secure Chinese Buyers |
| DIGITIMES | July 23, 1:51 p.m. |
Texas Instruments Expects Accelerated Upcycling Due to Surging Demand for Electric Vehicles in China and Rising Prices of Analog Components Texas Instruments Sees China’s EV Boom and Rising Analog Prices as the Upcycle Expands |
| DIGITIMES | July 23, 12:26 p.m. |
SEMICON Taiwan 2026 Sets Record for Global Participation as AI Investment Accelerates SEMICON Taiwan 2026 Sees Record Global Participation as AI Investment Accelerates |
| DIGITIMES | July 23, 12:19 |
Google Expands Investment in AI Infrastructure Amid Rising Demand Across the Board Google is increasing its investment in AI infrastructure as demand signals grow stronger across the board |
| DIGITIMES | July 23, 12:18 |
As the U.K., Germany, and the U.S. Expand Cross-Border Research Publications, China’s Research Collaboration Declines China’s research ties are weakening as the UK, Germany, and the U.S. increase their cross-border publications |
| DIGITIMES | July 23, 10:45 |
Apple and Klarna Aim to Make a Big Impact on Consumers with the Apple Upgrade Device Lease Plan Apple and Klarna Aim to Ease “Sticker Shock” with the Apple Upgrade Device Leasing Plan |
| DIGITIMES | July 23, 10:44 |
WAIC 2026: Lightelligence Outlines the Optical Future of AI Through CPO, NPO, and Photonic Computing WAIC 2026: Lightelligence charts the optical future of AI with CPO, NPO, and photonic computing |
| DIGITIMES | July 23, 10:44 a.m. |
Samsung Reportedly in Talks to Invest About 1 Billion Euros in Mistral AI Samsung reportedly in talks to invest about EUR1 billion in Mistral AI |
| DIGITIMES | July 23, 10:43 |
Merck Adopts “AI for AI” as Its New Semiconductor Materials Strategy Merck Adopts “AI for AI” as Its New Semiconductor Materials Strategy |
| EE Times (US) | July 24, 2026 |
The Story Behind the Fuse EDA AI System The Story Behind the Fuse EDA AI System |
| EE Times (US) | July 24, 2026 |
Etched Raises $300 Million on $1 Billion in Pre-Orders Etched Raises $300 Million with $1 Billion in Pre-Orders |
| EE Times (US) | July 23, 2026 |
DAC 2026: Users Aren’t Waiting; DIY AI Is Now in Vogue DAC 2026: Users Aren’t Waiting; DIY AI Is Now in Vogue |
| EE Times (US) | July 23, 2026 |
From Rhetoric to Results: Raghib Hussain’s First Year as Altera CEO From Rhetoric to Metrics: Raghib Hussain’s First Year as Altera CEO |
| EE Times (US) | July 23, 2026 |
AI in EDA Is a Reality—It’s Here and Now, and It Will Be Showcased at DAC 2026 AI in EDA Is Real, It’s Here Now, and It’s on Display at DAC 2026 |
| Nikkei Tech Foresight | July 24, 2026 | Tohoku University Achieves Non-Destructive 3D Observation of Deep, Narrow Etched Holes for NAND Flash Memory |
| Nikkei Tech Foresight | July 24, 2026 | SK and Samsung Compete in 3D DRAM; Kioxia Focuses on Ultra-Stacked NAND |
| Nikkei Tech Foresight | July 24, 2026 | Intel Moves Forward, Set to Begin Mass Production of Glass-Core Substrates; Japanese Firms Follow Suit in Materials Development |
| Nikkei Tech Foresight | July 23, 2026 | Why Is the Government Providing 160 Billion Yen in Subsidies to an Israeli Optoelectronics Company? |
| Nikkei Tech Foresight | July 23, 2026 | Intel and TSMC Move Toward Sub-2-Nanometer Processes: Contrasting Back-Side Power Supply Approaches |
| Nikkei Tech Foresight | July 23, 2026 | The University of Tokyo and Others Develop 2D Semiconductor with Electrically Controllable Light Emission for Optical Integrated Circuits |
| Mynavi News Tech Plus | July 23, 2026 | NAND Supply May Exceed Demand in 2027; Supply Constraints Expected to Ease in the Second Half? TrendForce Forecast |
| Mynavi News Tech Plus | July 23, 2026 | AMD Forms Major Partnership with Anthropic, Following Microsoft—Expanding AI Infrastructure |
| Mynavi News Tech Plus | July 23, 2026 | Asatoru Yoshikawa’s Semiconductor Chat, Episode 377: Reflecting on the Lifespan of Hardware in the Summer of 2026, Inspired by a Broken Home Air Conditioner |
| TrendForce | July 23, 2026 |
Amid supply shortages, Intel and AMD are reported to have agreed to long-term server CPU deals with Chinese customers Intel and AMD Reportedly Sign Long-Term Server CPU Deals with Chinese Customers Amid Tight Supply |
| TrendForce | July 23, 2026 |
Google Raises Its 2026 Capital Expenditure Guidance Again to Over $200 Billion; Free Cash Flow Turns Negative for the First Time Google Raises Its 2026 CapEx Guidance Again to Over US$200 Billion; Free Cash Flow Turns Negative for the First Time |
| TrendForce | July 23, 2026 |
Mr. Musk Notes That Micron Is Preparing to Serve Tesla Going Forward, Hinting at Long-Term Memory Supply Musk Says Micron Is “Making Room” for Tesla in the Years to Come, Hinting at Long-Term Memory Supply |
| TrendForce | July 23, 2026 |
Samsung Unveils Galaxy Z Fold8 Series; Flagship Models Feature TSMC’s 3nm Chips, with Price Hike Reaching $100 Samsung Unveils Galaxy Z Fold8 Lineup; Flagship Models Feature TSMC 3nm Chips, Price Increases Reach US$100 |
| TrendForce | July 23, 2026 |
After Denying Acquisition Plans, SK hynix Is Now Being Eyed as a Leading Candidate to Partner with Intel in Operating Its Ohio Plant SK hynix Reportedly Being Considered as a Potential Partner to Operate Intel’s Ohio Fab After Denying Acquisition Plans |
| Semiconductor Digest | 2 hours ago |
IBM to Acquire HRL Laboratories IBM to Acquire HRL Laboratories |
| Semiconductor Digest | 2 hours ago |
Elio Raises $21 Million to Build Sensing Technology for the AI Era Elio Raises $21M to Build Sensing for the AI Era |
| Semiconductor Digest | 2 hours ago |
Primis AI Changes Its Name to ChipNexus and Launches “NEX,” an Agent-Based Chip Design Automation System Primis AI Becomes ChipNexus and Launches NEX for Agentic Chip-Design Automation |
| Semiconductor Digest | 2 hours ago |
The Next Evolution of AI Infrastructure: A Deep Dive into the Architecture Powering the AI Factory Era The Next Evolution of AI Infrastructure: A Look Inside the Architecture Powering the AI Factory Era |
| Semiconductor Digest | 2 hours ago |
FAMES Pilot Line and the SiNANO Institute will present FAMES’s latest technological achievements at ESSERC 2026 in Palma de Mallorca, Spain FAMES Pilot Line & SiNANO Institute to Present FAMES’ Latest Technical Results at ESSERC 2026 in Palma de Mallorca, Spain |
| Semiconductor Digest | 3 hours ago |
Siemens to Acquire Defacto Technologies Siemens to Acquire Defacto Technologies |
| The Nikkei | July 24, 2026 | Intel’s Stock Price Surges 13% at One Point; July–September Revenue Exceeds Forecasts Due to AI Demand |
| The Nikkei | July 24, 2026 | U.S. Stocks: Dow Falls Another 506 Dollars Amid Concerns Over AI Overinvestment and the Middle East; Nasdaq Down 2.1% |
| The Nikkei | July 24, 2026 | U.S. Nasdaq Plummets to Two-and-a-Half-Month Low; Concerns Over “Cash-Burning” Tech Giants |
| The Nikkei | July 24, 2026 | U.S. Stocks: Dow Continues to Fall; Alphabet and Tesla Plunge |
| The Nikkei | July 24, 2026 | Will South Korea’s Silicon Valley Succeed? Lee Jae-myung’s Chances of Becoming an “AI Powerhouse” |
| The Nikkei | July 24, 2026 | Semiconductor Education Advances in Mie: Yokkaichi Technical High School Offers a Five-Year Integrated Program; Kuwana High School Provides Support for Study Abroad in Taiwan |
| The Nikkei | July 24, 2026 | 27 Credit Unions in Kyushu and Okinawa Report 80% Increase in Losses from Government Bond Sales to 22.7 Billion Yen; 5 Credit Unions Post Losses for Fiscal Year Ended March 2026 |
| The Nikkei | July 24, 2026 | Google to Become an Electric Utility: Building Power Plants Integrated with Data Centers |
| The Nikkei | July 24, 2026 | China’s Top Four Emerging “Open-Source” AI Players Shake U.S. Dominance; Combined Market Value Exceeds 30 Trillion Yen |
| The Nikkei | July 24, 2026 | Konica Minolta to Increase Dividends by 70% by the Fiscal Year Ending March 2029, Thanks to Improved Financial Performance |
| Diamond Online | July 23, 7:50 p.m. | Sony Music Is the True Heir to “Sony-ism”: An Explanation of the Secrets Behind Its Rise to Becoming a Cash Cow Through Hits Like “Demon Slayer” and “National Treasure,” and the Challenges It Faces for Sustainable Growth |
| Diamond Online | July 23, 7:10 p.m. | Would the U.S. Economy Be Growing at “3%” If Not for Trump’s Missteps!? A Comprehensive Review of the Economic “Report Card” |
| Diamond Online | July 23, 9:00 a.m. | What Is the Annual Salary for a Section Chief in His Early 40s at Sony Semiconductor Solutions? [Based on 5,000 User Reviews] |
| Diamond Online | July 22, 8:30 p.m. | [Free Access] Sumitomo Chemical’s CEO Reveals the Path to “200 Billion Yen in Operating Profit from Pesticides and Semiconductors”! What Is One Cause of the Massive Loss, and Who Are the Potential Buyers for the Pharmaceutical Subsidiary? |
| Diamond Online | July 22, 8:30 p.m. | What Is the Annual Salary for a Deputy Section Chief in Their Early 60s at Nidec? [Based on 5,000 User Reviews] |
| Diamond Online | July 22, 7:45 p.m. | An Exclusive Look at NVIDIA CEO’s “Tokyo Day 2”! What’s the Basis for His Claim That “Now Is Japan’s Time,” and What Roles Did He and the Head of Japanese Semiconductor Firm Rapidus Agree Upon? [Video] |
| Diamond Online | July 22, 7:15 p.m. | Rising Volatility in Japanese Stocks Amid Semiconductor Stock Swings and an Increase in Asian Investors: Corporate Earnings and Enterprise Value to Watch in a “High-Volatility Market” |
| Diamond Online | July 22, 7:05 p.m. | The AI Revolution Is Causing an Extreme Shortage of Memory Semiconductors; Corporate Bankruptcies Are Also Occurring Amid Significant Cost Increases |
| Diamond Online | July 22, 3:00 a.m. | [Breaking News] Government Decides to Support Hitachi and Intel’s Quantum Computer Development! An Explanation of the Details of Support for “Semiconductor-Based” Approaches and the Full Picture of the Race for Supremacy |
| 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 |
| TechPowerup | July 23, 2026, 8:45:05 PM UTC |
Intel Reports Second-Quarter 2026 Financial Results—Revenue Up 25% Intel Reports Second-Quarter 2026 Financial Results; Sales Rose 25% |
| TechPowerup | July 23, 2026, 8:32:31 PM +00:00 |
HPE Unveils Cray GX5000 Supercomputer Powered by 6th Gen AMD EPYC Processors HPE Showcases Cray Supercomputing GX5000 Featuring 6th Gen AMD EPYC Processors |
| TechPowerup | July 23, 2026, 8:07:41 PM UTC |
Microsoft Office 2024 Professional Plus: Perpetual License Hits New All-Time Low of $55 Microsoft Office 2024 Professional Plus Just Hit a New Low Price: $55 for Life |
| TechPowerup | July 23, 2026, 7:42:51 PM +00:00 |
Rockstar Games Union Celebrates Success of First Meeting with the Studio Rockstar Games Workers Union Celebrates Successful First Meeting With the Studio |
| TechPowerup | July 23, 2026, 7:30:58 PM +00:00 |
AMD “Advancing AI 2026”: Ryzen AI Embedded X100, Kria AI Robotics Platform, and Robotics Partner Network AMD Advancing AI 2026: Ryzen AI Embedded X100, Kria AI Robotics Platform, and Robotics Partner Network |
| TechPowerup | July 23, 2026, 7:30:44 PM UTC |
AMD “Advancing AI 2026”: Pensando’s “Salina” DPU and “Vulcano” AI NIC Enhance Helios Networking AMD Advancing AI 2026: “Salina” DPU and “Vulcano” AI NIC to Power Helios Networking |
| TechPowerup | July 23, 2026, 7:30:37 PM +00:00 |
Sale: ChatGPT, Gemini, Claude, and More for Life for $80 Sale: Get ChatGPT, Gemini, Claude, and More for Life for $80 |
| TechPowerup | July 23, 2026, 7:30:30 PM UTC |
AMD Instinct MI400 Series and Helios Rack Debut—CDNA 5 Moves to 2nm, Plus ROCm.ai and “Gorgon Halo” AMD Instinct MI400 Series and Helios Rack Debut: CDNA 5 Goes to 2 nm, Plus ROCm.ai and “Gorgon Halo” |
| TechPowerup | July 23, 2026, 7:30:16 PM +00:00 |
AMD EPYC 9006 LP: The Company’s Answer to NVIDIA Vera CPUs AMD EPYC 9006 LP Is the Company’s Answer to the NVIDIA Vera CPU |
| TechPowerup | July 23, 2026, 7:30:02 PM +00:00 |
ASRock Rack Unveils Next-Generation Server Product Lineup Featuring 6th-Generation AMD EPYC Processors ASRock Rack Unveils Next-Generation Server Portfolio Powered by 6th Gen AMD EPYC Processors |
| TechPowerup | July 23, 2026, 7:30:01 PM +00:00 |
AMD Announces 6th-Generation EPYC Server Processors Featuring the Zen 6 Microarchitecture AMD Announces 6th Gen EPYC Server Processors Powered by “Zen 6” Microarchitecture |
| TechPowerup | July 23, 2026, 7:09:17 PM UTC |
Philips Unveils the 24B2D5300 Standalone Dual-Sided Monitor Philips Introduces the 24B2D5300 Standalone Dual-sided Monitor |
| TechPowerup | July 23, 2026, 7:02:15 PM UTC |
Giga Computing Accelerates Enterprise AI at Scale with 6th-Generation AMD EPYC Server CPUs Giga Computing Accelerates Enterprise AI at Scale with 6th Gen AMD EPYC Server CPUs |
| TechPowerup | July 23, 2026, 6:51:40 PM UTC |
MSI Launches 6th-Generation AMD EPYC Server Product Lineup MSI Launches Its 6th-Generation AMD EPYC Server Portfolio |
| TechPowerup | July 23, 2026, 6:47:16 PM +00:00 |
Supermicro Announces New Server Lineup Featuring 6th-Generation AMD EPYC 9006 Series CPUs, Delivering a 1.7-fold Performance Increase Over the Previous Generation Supermicro Introduces New Server Portfolio Featuring 6th Gen AMD EPYC 9006 Series CPUs, Delivering 1.7x Generational Performance Improvements |
| TechPowerup | July 23, 2026, 6:38:07 PM +00:00 |
Geekbench 7 Released with New CPU Tests and Ryzen 7 7700 Baseline Geekbench 7 Launches With New CPU Tests and Ryzen 7 7700 Baseline |
| TechPowerup | July 23, 2026, 6:08:58 PM +00:00 |
Bosgame Announces E6 ECO Mini PC Powered by Intel “Wildcat Lake” CPU Bosgame Introduces E6 ECO Mini PC Powered by Intel “Wildcat Lake” CPU |
| TechPowerup | July 23, 2026, 5:27:27 PM +00:00 |
Keychron Launches the BM27, an Affordable, Quiet, Wireless Ergonomic Mouse Keychron Launches the BM27, an Affordable, Silent, Wireless Ergonomic Mouse |
| TechPowerup | July 23, 2026, 5:08:00 PM +00:00 |
Turtle Beach Announces New H.O.T.A.S., Flight Stick II, and Dual-Throttle Flight Simulator Peripherals Turtle Beach Launches New H.O.T.A.S., Flight Stick II, and Dual Throttle Flight Sim Peripherals |
| TechPowerup | July 23, 2026, 4:38:28 PM +00:00 |
Wallhack Releases the K-001 HE Gaming Keyboard with a Retro Design Wallhack Unveils the K-001 HE Gaming Keyboard with a Retro Design |
| TechPowerup | July 23, 2026, 4:00:02 PM +00:00 |
NVIDIA Appears to Have Raised Prices on GDDR6 and GDDR7 Memory Kits for RTX GPUs NVIDIA Reportedly Raises GDDR6 and GDDR7 Memory Kit Prices for RTX GPUs |
| TechPowerup | July 23, 2026, 3:35:18 PM +00:00 |
Adjusted Pre-order Configurations Due to a Price Increase of Over 100% for the Framework and LPCAMM2 Framework Adjusts Pre-Order Configurations Following a Price Increase of Over 100% for the LPCAMM2 |
| TechPowerup | July 23, 2026, 3:12:45 PM +00:00 |
AMD “Advancing AI” Live Blog: Tracking the Latest AI Trends AMD Advancing AI Live Blog: Tracking the Latest Developments in AI |
| TechPowerup | July 23, 2026, 3:01:53 PM +00:00 |
Lenovo Releases Its FY2025/26 Sustainability Report Lenovo Publishes FY2025/26 Sustainability Report |
| EETimes Taiwan | July 23, 2026 |
Challenges for Turkey’s Semiconductor Industry: Manufacturing Technology Is Essential, Not Just Design Turkey’s Semiconductor Challenges: It’s Not Just About Design—Manufacturing Capabilities Are Also Essential |
| EETimes Taiwan | July 23, 2026 |
Architectural Mismatch? GPGPUs Were Not Designed for LLM Inference Architectural Mismatch? GPGPUs Were Not Designed for LLM Inference |
| EETimes Taiwan | July 23, 2026 |
In 2026, GenAI Smartphones Will Account for 45% of Global Shipments In 2026, GenAI smartphones will account for 45% of global shipments |
| EETimes Taiwan | July 22, 2026 |
Building Scalable Heterogeneous Architectures to Pave the Way for a New AI Chip Design Model Building Scalable Heterogeneous Architectures to Pave the Way for New AI Chip Design Models |
| EETimes Taiwan | July 22, 2026 |
Suppressing Eddy Current Effects in Adjacent Metals in High-Density Power Converters Suppressing the Eddy Current Effect of Adjacent Metals in High-Density Power Converters |
| EETimes Taiwan | July 22, 2026 |
Global Smart Glasses Shipments Rise 83% Year-Over-Year in First Quarter Global Smart Glasses Market Shipments Rise 83% Year-Over-Year in the First Quarter |
| EETimes Taiwan | July 22, 2026 |
Focusing on Thermal Management and Low-Carbon Circularity, ITRI Collaborates with Industry to Explore the Sustainability of AI Computing Power Focusing on Thermal Management and Low-Carbon Circularity: ITRI Joins Forces with Industry to Explore the Sustainability of AI Computing Power |
| EETimes Asia | July 23, 2026 |
Samsung Maintains Its Leadership in the Global Foldable Smartphone Market Samsung Continues to Lead the Global Foldable Smartphone Market |
| EETimes Asia | July 23, 2026 |
Microtransfer Printing Drives Heterogeneous Integration for Next-Generation Silicon Photonics Micro-Transfer Printing Advances Heterogeneous Integration for Next-Generation Silicon Photonics |
| EETimes Asia | July 23, 2026 |
GaN Takes Center Stage in AI Data Center Power Architectures GaN Moves to the Center of AI Data Center Power Architectures |
| EETimes Asia | July 23, 2026 |
The Philippines’ Role as ASEAN Chair Further Strengthens Regional Semiconductor Cooperation at PSECE 2026 Philippines’ ASEAN Chairship Elevates PSECE 2026 with Stronger Regional Semiconductor Collaboration |
| EETimes Asia | July 22, 2026 |
Siemens Moves to Acquire Defacto Technologies Siemens to Acquire Defacto Technologies |
| EETimes Asia | July 22, 2026 |
PolyU Promotes Innovation Through Emerging Technologies with Free Courses as Part of Its Advanced Education Program PolyU Helps Drive Innovation Through Emerging Technologies with a Free Course Under the Advanced Education Program |
| EETimes Asia | July 22, 2026 |
Cadence Announces AuraStack AI Super Agent for PCB Design and Advanced Packaging Cadence Launches AuraStack AI Super Agent for PCB Design and Advanced Packaging |
| EETimes Asia | July 22, 2026 |
Apple and Samsung Defy Global Smartphone Market Slump in the Second Quarter of 2026 Apple and Samsung Buck the Global Smartphone Market Downtrend in Q2 2026 |
| EETimes Asia | July 22, 2026 |
Hands-Free Transit Ticketing: New Possibilities Paved by Wireless Technologies Hands-Free Transit Ticketing: The Emerging Role of Wireless Technologies |
| EETimes India | July 23, 2026 |
Marquistech has established India’s first GCF RTO and PTCRB ATL labs using R&S test systems Marquistech Establishes India’s First GCF RTO and PTCRB ATL Lab with R&S Test Systems |
| EETimes India | July 22, 2026 |
Cadence Announces AuraStack AI Super Agent for PCB Design and Advanced Packaging Cadence Launches AuraStack AI Super Agent for PCB Design and Advanced Packaging |
| EETimes India | July 22, 2026 |
Siemens to Acquire Defacto Technologies Siemens to Acquire Defacto Technologies |
| ZDNET Korea | July 24, 2026 |
Hegin, “Play Together X TiniPing” Second Major Collaboration Update Haegin Announces Second Major Collaboration Update for ‘Play Together X Tinipping’ |
| ZDNET Korea | July 24, 2026 |
Elementa Sets Out to Test Gameplay in the Second Global Test for “Silver Palace” Elementa Sets Out to Validate Gameplay Through the Second Global Test of ‘Silver Palace’ |
| ZDNET Korea | July 23, 2026 |
EU Fines Google 1.5 Trillion Won… “Favoring Itself in Search Results” EU Fines Google 1.5 Trillion… “For Favoring Its Own Services in Search Results” |
| ZDNET Korea | July 23, 2026 |
Small and Medium-Sized Enterprises and Start-ups Division Establishes Japan’s First Special Industrial Classification for Smart Manufacturing Technologies Ministry of SMEs and Startups Establishes Nation’s First Special Classification for the Smart Manufacturing Technology Industry |
| ZDNET Korea | July 23, 2026 |
Information Systems of Local Governments Nationwide Transition to the “Central Preventive Inspection System” Local Government Information Systems Nationwide to Transition to a “Centralized Preventive Inspection System” |
| ZDNET Korea | July 23, 2026 |
Musk Teases xAI’s “Glock 4.6”… Claims It’s Better Than Kimi K3 with 2 Trillion Parameters Musk Teases xAI’s ‘Glock 4.6’… Claims It’s Better Than Kimi K3 with 2 Trillion Parameters |
| ZDNET Korea | July 23, 2026 |
The Secret of the Naked Mole-Rat Queen… Using Her “Scent” to Prevent Other Females from Breeding The Secret of the Naked Mole-Rat Queen… She Prevented Other Females from Breeding Using Her “Scent” |
| ZDNET Korea | July 23, 2026 |
[Card News] Has South Korea Bet Everything on Semiconductors? [Card News] Has South Korea Put All Its Eggs in the Semiconductor Basket? |
| ZDNET Korea | July 23, 2026 |
Unwrap, Powered by the Next-Generation Threat Intelligence API AhnLab Provides Next-Generation Threat Intelligence via API |
| ZDNET Korea | July 23, 2026 |
Fire at the Yongpon Ishiura Smelter… Closely Monitoring the Impact on Production Fire at Youngpoong’s Seokpo Smelter… All Eyes on Whether Production Will Be Affected |
| ZDNET Korea | July 23, 2026 |
“Discussion on a Strategy for Integrating Low-Earth Orbit Satellites and Space Data” “Discussion on a Strategy for Linking Low-Earth Orbit Satellites and Space Data” |
| ZDNET Korea | July 23, 2026 |
Punsan Holdings to Buy Back 4.7 Billion Won Worth of Treasury Stock… Plans to Cancel Entire Amount by Year-End Pungsan Holdings to Buy Back 4.7 Billion Won Worth of Treasury Stock… to Cancel All Shares by Year-End |
| ZDNET Korea | July 23, 2026 |
Nexon Releases New Subculture Title “Higan: Illusil” in Japan Nexon Launches New Subculture Title ‘Higan: Irusil’ in Korea |
| ZDNET Korea | July 23, 2026 |
JB Financial Group Reports Second-Quarter Net Income of 219.6 Billion Won… Up 5.7% Year-Over-Year JB Financial Group Reports Second-Quarter Net Income of 219.6 Billion Won… Up 5.7% Year-Over-Year |
| ZDNET Korea | July 23, 2026 |
Smilegate Holds Live Showcase and Opens Pre-Registration for MMORPG “Eclipse: The Awakening” Smilegate Holds Live Showcase and Pre-Registration for MMORPG ‘Eclipse: The Awakening’ |
| ZDNET Korea | July 23, 2026 |
From rainy-day roads to unexpected intersections… A Visit to the “Bemin Rider School” Safety Education Program From Rainy Roads to Unexpected Intersections—Just as It Is… A Look Inside the “Baemin Rider School” Safety Training Program |
| ZDNET Korea | July 23, 2026 |
Line Games’ New Title “Ember & Blade” to Participate in China’s “Core Blazer Game Fest 2026” LINE Games’ New Title ‘Ember & Blade’ to Participate in China’s ‘Core Blazer Game Fest 2026’ |
| ZDNET Korea | July 23, 2026 |
POSCO Labor Union Declares Breakdown in 2026 Special Collective Bargaining… “Strike Is a Last Resort” POSCO Union Declares 2026 Wage and Collective Bargaining Talks Have Broken Down… “A Strike Is a Last Resort” |
| ZDNET Korea | July 23, 2026 |
From open-world to classic… Gravity Diversifies Its “Ragnarok” IP Lineup From Open World to Classic… Gravity Diversifies Its ‘Ragnarok’ IP Lineup |
| ZDNET Korea | July 23, 2026 |
OTT Programming for People with Disabilities Expands to Documentaries and Educational Programs… Discussions on Government Support Begin OTT Programming for People with Disabilities Expands to Documentaries and Educational Programs… Discussions on Government Support Begin |
| JoongAng Ilbo | July 24, 2026 |
“Too Expensive? Stocks That Offer Broad Benefits,” Says Beauty Expert: 3 Stocks to Watch “Too Expensive? These Will Be Broad-Based Winners” — 3 Stocks Picked by a Market Expert |
| JoongAng Ilbo | July 24, 2026 |
“Will chip prices stabilize, or will they rise further?”… Three Key Issues Surrounding Long-Term Memory Contracts “Will Chip Prices Stabilize or Keep Rising?”… Three Key Issues Surrounding Long-Term Memory Contracts |
| JoongAng Ilbo | July 24, 2026 |
[Lee Jeong-min’s Economics] Flexible Hiring at the Start, Greater Job Protection for Long-Term Employees [Lee Jeong-min’s Economics] Flexible Employment at the Start, Greater Job Protection for Long-Term Employees |
| JoongAng Ilbo | July 24, 2026 |
[Sim Che-hun’s Market Now] The Resurgence of General Trading Companies: Standing on the Front Lines of Economic Security [Shim Jae-hoon’s Market Now] The Return of General Trading Companies: Standing on the Front Lines of Economic Security |
| JoongAng Ilbo | July 24, 2026 |
Samsung Electronics and Nix: A Shifting Dynamic… Changing the “Rules of the Game” Through a Long-Term Contract Samsung and Nix: A Shift in Status… Changing the “Rules of the Game” with Long-Term Contracts |
| JoongAng Ilbo | July 24, 2026 |
South Korea’s Economy Grows 0.6% in the Second Quarter Despite High Oil Prices… Further Interest Rate Hikes Expected South Korean Economy Grows 0.6% in Second Quarter Despite High Oil Prices… Further Interest Rate Hikes Expected |
| BAIDU | Yesterday at 10:56 p.m. |
Meiya Photonics (002690.SZ): Has not yet entered the semiconductor device inspection sector Meiya Photonics (002690.SZ): Has not yet entered fields such as semiconductor device inspection |
| BAIDU | Yesterday at 10:32 p.m. |
STMicroelectronics and Texas Instruments Release Second-Quarter Earnings Reports in Quick Succession; AI Data Centers Emerge as Key Theme STMicroelectronics and Texas Instruments Release Second-Quarter Earnings Reports in Quick Succession: AI Data Centers Emerge as a Key Theme |
| BAIDU | Yesterday at 6:49 p.m. |
Net Profit Soars 744-Fold—Which Semiconductor Companies Are Raking in Massive Profits? Net Profit Soars 744-Fold—Which Semiconductor Companies Are Raking in Money Like Crazy? |
| BAIDU | Yesterday at 9:26 p.m. |
Semiconductor Rebound Faces a Test: Is It Worth Buying the Dip Amid High Volatility? Semiconductor Rebound Faces a Test: Is It Worth Buying the Dip Amid High Volatility? |
| BAIDU | Yesterday at 11:38 p.m. |
STMicroelectronics Plummets More Than 17% STMicroelectronics Plummets Over 17% |
| BAIDU | Yesterday at 9:38 p.m. |
Unusual Movements in the U.S. Stock Market | STMicroelectronics Plummets Over 18%, Hits a New Low in Over Two Months; Q3 Revenue Guidance Falls Short of Expectations U.S. Stock Market Abnormal Movements | STMicroelectronics Plummets Over 18%, Hits New Low in Over Two Months; Q3 Revenue Guidance Falls Short of Expectations |
| BAIDU | Yesterday at 11:30 p.m. |
Unusual Movements in the U.S. Stock Market | STMicroelectronics (STM.US) Plummets More Than 17%; Q3 Revenue Guidance Falls Short of Expectations U.S. Stock Market Abnormal Movements | STMicroelectronics (STM.US) Plummets Over 17%; Q3 Revenue Guidance Falls Short of Expectations |
| BAIDU | Yesterday at 10:57 p.m. |
As the Nasdaq fell more than 500 points, U.S. semiconductor stocks rebounded, with SK Hynix surging 6% The Nasdaq fell more than 500 points; U.S. semiconductor stocks rallied to close in positive territory; SK Hynix surged 6% |
| BAIDU | Yesterday at 11:48 p.m. |
Market News: France’s Air Liquide Group Invests Over $150 Million in the U.S. to Make a Full-Scale Entry into the Semiconductor Chip Business… Market News: France’s Air Liquide Group invests over $150 million in the U.S. to expand its semiconductor chip business… |
| BAIDU | Yesterday at 9:43 p.m. |
STMicroelectronics’ U.S.-listed shares fell about 17% STMicroelectronics’ U.S. shares fell nearly 17% |
| EE Times Japan | July 23, 2026 | Mitsubishi Electric and Sony to Establish New Company for AI Vision Sensors |
| EE Times Japan | July 23, 2026 | “We Still Need More Memory”: NASDAQ-Listed SK Shows Strong Investment Appetite |
| EE Times Japan | July 23, 2026 | University of Tokyo Outlines Design Guidelines for Next-Generation MRAM Development |
| EE Times Japan | July 23, 2026 | Not Noise Cancellation, but “Odor Cancellation”: A Deodorizing Spray Born from Industry |
| EE Times Japan | July 23, 2026 | Summary of Full-Year Financial Results for Domestic Semiconductor Distributors for the Fiscal Year Ending March 2026 |
| SemiEngineering | July 23, 2026 |
Solving Chip Traffic Jams Untangling Chip Traffic Jams |
| SemiEngineering | July 23, 2026 |
Design of Electro-Optic Chips Designing Electro-Optical Chips |
| SemiEngineering | July 23, 2026 |
Chip Policy: The UK vs. the US vs. the EU vs. India Chip Policy: The UK vs. the US vs. the EU vs. India |
| SemiEngineering | July 23, 2026 |
Realizing the Future of 3D-IC: Final Scenarios and Sign-Off Realizing the Future of 3D-IC: Final Scenario and Sign-off |
| SemiEngineering | July 23, 2026 |
Avoiding Hidden Bottlenecks in Large-Scale Integration Avoid the Hidden Bottleneck of Integration at Scale |
| SemiEngineering | July 23, 2026 |
From Future Vision to Running Hardware: Verification at DAC 2026 From Future Vision to Running Hardware: Verification at DAC 2026 |
| SemiEngineering | July 23, 2026 |
Why Should Chip Engineers Pay Attention to AI-Generated Behavioral Models? Why Chip Engineers Should Care About AI-Generated Behavioral Models |
| SemiEngineering | July 23, 2026 |
The Impact of AI Automation on Chip Design The Impact of AI Automation on Chip Design |
| SemiEngineering | July 23, 2026 |
Improve system observability Enhancing System Observability |
| SemiEngineering | July 23, 2026 |
The End of the Physics Silo in Engineering AI The End of Physics Silos in Engineering AI |
| ChosunBiz | July 24, 2026 |
ITM Semiconductor Successfully Refinances High-Interest EBs with Interest-Free CBs… Improving Core Business Profitability Remains a Challenge ITM Semiconductor Successfully Refinances High-Interest EBs with Interest-Free CBs… Improving Core Business Profitability Remains a Challenge |
| ChosunBiz | July 23, 2026 |
The appeal hearing to overturn the division of assets between Choi Tae-won and Noh So-yeon is set to reach a conclusion on the 24th… The percentage of SK shares held and the record date for the stock price are the key points of contention. Ruling Expected on the 24th in the Remand Trial for Choi Tae-won and Noh So-young’s Property Division Case… SK Shares and the Reference Date for Stock Prices Are Key Issues |
| ChosunBiz | July 24, 2026 |
“30% Cost Reduction Compared to NVIDIA”… AMD Redesigns AI Infrastructure with a Focus on “Token Costs” “30% Cost Reduction Compared to NVIDIA”… AMD Redesigns AI Infrastructure with a Focus on ‘Token Costs’ |
| ChosunBiz | July 24, 2026 |
AMD Adopts HBM4 as the Core of Its Next-Generation AI Chips… “Enhancing Memory Bandwidth Every Year” AMD Positions HBM4 as the Core of Its Next-Generation AI Chips… “Enhancing Memory Bandwidth Every Year” |
| ChosunBiz | July 24, 2026 |
A thin semiconductor chip is placed beneath the retina to restore some of the lost vision A Thin Semiconductor Chip Implanted Under the Retina Restores Some Lost Vision |
| ChosunBiz | July 24, 2026 |
New York Market Opens Lower Amid Concerns Over Major Tech Companies’ AI Investment Burden and Rising Oil Prices New York Stock Market Opens Lower Amid Concerns Over Big Tech’s AI Investments and Rising Oil Prices |
| ChosunBiz | July 23, 2026 |
Samsung Electronics Reassigns Staff from Its CSS Business Team to Memory, System LSI, and Other Divisions Samsung Electronics Reassigns CSS Business Team Staff to Memory and System LSI Divisions |
| ChosunBiz | July 23, 2026 |
[Biz Talk] “Extremely Tough” vs. “Manageable”… Subtly Different Second-Half Outlooks from Samsung Display and LGD Executives [BizTalkTalk] “It’s too tough” vs. “It’s manageable”… Subtly Different Second-Half Outlooks from Samsung Display and LGD Executives |
| ChosunBiz | July 23, 2026 |
Spot Prices for Server DRAM Soar 146% Above Contract Prices… AI Demand Expands Rapidly, Outpacing HBM Server DRAM Spot Prices Soar 146% Above Contract Prices… AI Demand Surpasses HBM |
| ChosunBiz | July 23, 2026 |
While Dongtan, Kuri, and Kikou remained sluggish, Sonnam rose sharply on expectations of redevelopment While Dongtan, Guri, and Giheung saw prices fall, Seongnam saw its gains jump again on expectations of redevelopment. |
| WccfTech | July 24, 2026 |
As a result of AT&T’s obsession with AI, customer service has deteriorated dramatically. The Undo chatbot refuses to transfer calls to a human agent, triggering a “death loop.” AT&T’s Embrace of AI Has Led to Outrageously Poor Customer Service; The Company’s Andi Chatbot Refuses to Hand Over Control to a Human, Triggering a “Death Loop” |
| WccfTech | July 24, 2026 |
AMD Confirms Zen 7 “2028” and Zen 8 “2030” CPU Architectures — EPYC Florence “Zen 7” to Feature Next-Generation Node, DDR6 Memory, and ACE Extensions AMD Zen 7 “2028” and Zen 8 “2030” CPU Architectures Confirmed – EPYC Florence “Zen 7” to Feature Next-Gen Node, DDR6 Memory, and ACE Extensions |
| WccfTech | July 24, 2026 |
AMD Unveils the Instinct MI455X GPU — A Behemoth with 320 Billion Transistors, Featuring 50% More HBM4 Memory and Up to 40 PFLOPs of AI Computing Performance to Compete with NVIDIA’s Rubin AMD Unveils the Instinct MI455X GPU, a 320-Billion-Transistor Behemoth Designed to Take on NVIDIA’s Rubin with 50% More HBM4 Memory and Up to 40 PFLOPs of AI Compute |
| WccfTech | July 24, 2026 |
AMD Claims Nearly Half of the Data Center CPU Market—Asserts Total Compute TAM Will Reach $2 Trillion by 2030 AMD Says It Now Controls Nearly Half of the Data Center CPU Market, and Its Total Compute TAM Will Reach $2 Trillion by 2030 |
| WccfTech | July 24, 2026 |
AMD EPYC Venice CPU Outperforms NVIDIA’s Vera — Up to 256 “Zen 6” Cores, 203 billion Transistors, Clock Speeds Exceeding 5 GHz, 20% Improvement in Single-Core Performance, and 2.2x Higher Throughput AMD EPYC Venice CPUs Outperform NVIDIA’s Vera with 20% Faster Single-Core Performance and 2.2x Higher Throughput, Featuring Up to 256 “Zen 6” Cores, 203 Billion Transistors, and Clocks Exceeding 5 GHz |
| WccfTech | July 24, 2026 |
AMD EPYC Verano “Highest Frequency” and Venice-X “3D V-Cache” CPUs to Launch Next Year — Taking on AI and HPC Workloads with Zen 6 AMD EPYC Verano “Highest Frequency” & Venice-X “3D V-Cache” CPUs to Launch Next Year, Tackling Agent-Based AI and HPC-Oriented Workloads With Zen 6 |
| WccfTech | July 24, 2026 |
DeepSeek CEO Claims NVIDIA Is “Digging Its Own Grave” — One NVIDIA GB300 GPU Equals Four Huawei Ascend 950 GPUs DeepSeek CEO Believes NVIDIA Is Now “Digging Its Own Grave,” Even Though a Single NVIDIA GB300 GPU Is Equivalent to Four Huawei Acend 950 GPUs |
| WccfTech | July 24, 2026 |
Newegg Cuts Price of AMD Ryzen 7 5800X3D to Effectively $270 — Includes a Free 240mm Liquid Cooler Newegg Cuts the Price of AMD’s Ryzen 7 5800X3D to an Effective $270 by Including a Free 240mm Liquid Cooler |
| WccfTech | July 23, 2026 |
Asgard DDR5 Memory with CXMT Reaches 8,800 MT/s on Z890 Motherboards — Vendors Continue to Optimize CXMT Memory for Intel Platforms CXMT-Based Asgard DDR5 Memory Reaches 8,800 MT/s on a Z890 Motherboard as Vendors Optimize Intel Platforms for CXMT Memory |
| WccfTech | July 23, 2026 |
Memory shortages drove the PC market to a 4% decline in Q2; only ASUS and Apple managed to maintain growth Memory Shortage Causes the PC Market to Shrink by 4% in Q2, with Only ASUS and Apple Seeing Growth |
| WccfTech | July 23, 2026 |
RAMpocalypse Deals a Major Blow to the Framework — LPCAMM2 Procurement Doubles, and the 64GB Configuration Rises to $1,600 The RAMpocalypse Hits Framework Hard as LPCAMM2 Sourcing Doubles, Pushing 64GB Configurations to $1,600 |
| WccfTech | July 23, 2026 |
Intel and AMD Sign One-Year CPU Contracts with Chinese AI Companies — Prices Are Rising by 40% Intel and AMD Sign Year-Long CPU Deals with Chinese AI Firms as Prices Surge 40% |
| WccfTech | July 23, 2026 |
According to reports, NVIDIA has raised the prices of GDDR6 and GDDR7 kits for its RTX GPUs NVIDIA Reportedly Raised Prices for GDDR6 and GDDR7 Kits for Its RTX GPUs |
| WccfTech | July 23, 2026 |
Bethesda Rebuts Xbox’s Claims on Controls — But Obsidian’s New Fallout Game Shows Signs of a Different Approach Bethesda Rejects Claims About Xbox Controls, Yet a New Fallout Game by Obsidian Suggests Otherwise |
| WccfTech | July 23, 2026 |
The Importance of HBM and DRAM Is Dwindling — What Is the Quiet Upgrade That AI Giants Are Rushing to Acquire Before the Next Big Wave Hits? The Importance of HBMs and DRAM Is Dwindling; Here’s the Silent Upgrade AI Giants Are Racing to Buy Before the Next Big Wave Hits |
| WccfTech | July 23, 2026 |
NVIDIA Releases Hotfix Driver 610.82 — Fixes Stability Issues with *Halo: Campaign Evolved* on the RTX 50 Series NVIDIA Releases Hotfix Driver 610.82, Fixing Stability Issues in Halo: Campaign Evolved When Playing on RTX 50 Series |
| WccfTech | July 23, 2026 |
Shuhei Yoshida Also Perplexed by Stuttering in the PlayStation 4 Version of *Bloodborne* — But Former PlayStation Executives Remain Optimistic About the PS5 Bloodborne’s Stuck State on PlayStation 4 Baffles Even Shuhei Yoshida, But Former PlayStation Boss Refuses to Dash Hopes for the PS5 |
| WccfTech | July 23, 2026 |
PlayStation 6 Controller May Eliminate Parts Prone to Wear and Tear — In Response to Long-Standing Complaints About DualSense Stick Drift PlayStation 6 Controller Could Eliminate the Part That Wears Out, Following Years of Complaints About DualSense Stick Drift |
| WccfTech | July 23, 2026 |
Exynos Chip Overheating Scandal: If Samsung’s Foldable Phone Hadn’t Warned Owners, It Could Have Been a Major Disaster… An Exynos Chip’s Overheating Saga Would Have Turned Into a Colossal Disaster If One of Samsung’s Foldable Smartphones Hadn’t Issued a Warning to the Owner |
| WccfTech | July 23, 2026 |
Claims that *STALKER 2* is covering more than its development budget through an Xbox exclusive deal are incorrect — GSC World explains Claims That the Xbox Exclusivity Deal for STALKER 2 Covered More Than Just the Development Budget Are Incorrect, According to GSC World |
| JW.com (JW) | July 24, 2026 |
STMicroelectronics’ Stock Price Plummets, Temporarily Dropping More Than 17% STMicroelectronics’ stock price plummeted, falling more than 17% at one point |
| JW.com (JW) | July 23, 2026 |
Zhending Denies Rumors of Abnormalities in Vera Rubin PCBs; Customer Product Progress on Track Zhending Refutes Rumors of Vera Rubin PCB Anomalies; Customer Product Progress on Track |
| JW.com (JW) | July 23, 2026 |
Changjiang Electronics Technology Plans to Invest 7.8 Billion Yuan to Build a Packaging and Testing Plant; Has Already Established a Wholly-Owned Subsidiary with 4 Billion Yuan in Capital Changjiang Electronics Technology Plans to Invest 7.8 Billion Yuan to Build a Packaging and Testing Plant; Has Already Established a Wholly-Owned Subsidiary with 4 Billion Yuan in Capital |
| JW.com (JW) | July 23, 2026 |
Chinese Mathematicians Win Fields Medals; Wang Hong and Deng Yu Both Honored Chinese Mathematicians Win Fields Medal; Wang Hong and Deng Yu Both Honored |
| JW.com (JW) | July 23, 2026 |
Enjet Co., Ltd. Secures Overwhelming Approval for Multiple Proposals at Shareholders’ Meeting; Plans 100% Acquisition of Aisikai Battery Materials Technology (Jiangsu) Co., Ltd. Enjet Co., Ltd. Shareholders’ Meeting Approves Multiple Proposals by a Large Margin; Plans to Acquire 100% of Aisikai Battery Materials Technology (Jiangsu) Co., Ltd. |
| JW.com (JW) | July 23, 2026 |
IDC: China’s smartphone shipments in the second quarter fell 4.3% year-over-year IDC: China’s smartphone market shipments fell 4.3% year-over-year in the second quarter |
| JW.com (JW) | July 23, 2026 |
U.S. “Tech Seven Sisters” Fall in Unison; Memory Chip Stocks Rise Across the Board U.S. “Tech Seven Sisters” Fall in Unison, While Memory Chip Stocks Rise Collectively |
| JW.com (JW) | July 23, 2026 |
After Five Years of Deep Collaboration, O-Film Partners with Lingming Photonics to Build Core Barriers in Photonic Sensing After Five Years of In-Depth Collaboration, O-Film Joins Forces with Lingming Photonics to Build a Core Barrier in Photonic Sensing |
| JW.com (JW) | July 23, 2026 |
Guangge Technology Plans to Allocate 145,517,300 yuan in Surplus Funds from Investment Raising as Permanent Working Capital; Subject to Approval at Shareholders’ Meeting Guangge Technology plans to permanently allocate 145,517,300 yuan in surplus funds from its fundraising project to working capital; this requires approval by the shareholders’ meeting |
| JW.com (JW) | July 23, 2026 |
China Securities Regulatory Commission: New Technological Revolution and Industrial Transformation Accelerate and Achieve Breakthroughs China Securities Regulatory Commission: A New Round of Technological Revolution and Industrial Transformation Is Accelerating and Achieving Breakthroughs |
| JW.com (JW) | July 23, 2026 |
A Director of Puyuan Jingdian Increases H-Share Holding by 471,100 Shares, Representing Approximately 1.90% of Total Outstanding H-Shares; Further Increases Possible A director of Puyuan Jingdian has increased his holding of H-shares by 471,100 shares, accounting for approximately 1.90% of the total number of issued H-shares; further increases are possible |
| JW.com (JW) | July 23, 2026 |
Yidao Information: 2025 AI PC Shipments Up 47.83%, Deepening AI Industry Strategy Yidao Information Reports 47.83% Increase in AI PC Shipments for 2025, Deepens AI Industry Strategy |
| JW.com (JW) | July 23, 2026 |
Changan Automobile Delivers 1.1956 Million Vehicles in First Half of 2026, Accelerates Global Strategy Changan Automobile Delivers 1,195,600 Vehicles in the First Half of 2026, Accelerating Globalization Strategy |
| JW.com (JW) | July 23, 2026 |
BYD Plans 3.264 Billion Yuan Cash Dividend; A-Shares to Go Ex-Dividend on July 31 BYD Plans to Distribute 3.264 Billion Yuan in Cash Dividends; A-Shares to Go Ex-Dividend on July 31 |
| JW.com (JW) | July 23, 2026 |
Puran Co., Ltd. Issues Earnings Forecast, Projecting a 1,925% Year-Over-Year Increase in First-Half Net Profit Puran Co., Ltd. Releases Earnings Forecast, Projecting a 1,925% Year-Over-Year Increase in First-Half Net Profit |
| Power Electronics News | July 23, 2026 |
Power Corner: Geir Kjosavik on Nordic Semiconductor’s PMIC Business Power Corner: Geir Kjosavik on Nordic Semiconductor’s PMIC Business |
| 3D InCites | July 23, 2026 |
Raising the Bar: Alan Anderson Partners with Koh Young and Altus to Achieve Excellence in 3D AOI Raising the Bar: Alan Anderson Partners with Koh Young and Altus to Achieve Excellence in 3D AOI |
| 3D InCites | July 23, 2026 |
MKS Inc. Named to *News & World Report*’s 2026–2027 “Best Companies to Work For” List MKS Inc. Named to U.S. News & World Report’s 2026–2027 List of Best Companies to Work For |
| 3D InCites | July 23, 2026 |
Electroninks Wins U.S. Air Force Contract to Advance On-Demand PCB Manufacturing for Defense Applications Electroninks Awarded U.S. Air Force Contract to Advance On-Demand PCB Manufacturing for Defense Applications |
| 3D InCites | July 23, 2026 |
Thermal Processes and Equipment in MLCC Manufacturing: From Binder Combustion and Co-firing to Termination Firing Thermal Processes and Equipment for MLCC Manufacturing: From Binder Burnout and Co-Firing to Termination Firing |
| Nikkei Asia (Semi) | July 23, 2026 |
Japan’s AI Strategy and Taiwan’s Space Ambitions Japan’s AI Strategy and Taiwan’s Space Ambitions |
| Nikkei Asia (Semi) | July 23, 2026 |
Elon Musk Praises Tesla’s AI6 as the World’s Best Edge AI Chip Elon Musk touts Tesla’s AI6 as the world’s best edge AI chip |
| Nikkei Asia (Semi) | July 23, 2026 |
AI-Driven Soaring Memory Costs Force Automakers to Consider Price Hikes AI-driven soaring memory costs force carmakers to consider price hikes |
| SemiWiki | July 24, 2026 |
Agentris Designs Actual Chips Using a Multi-Agent Team Agentrys Designs a Real Chip Using Its Multi-Agent Workforce |
| SemiWiki | July 24, 2026 |
Must-See DAC Panels — Build It Yourself or Buy It: Who Will Control the Intelligence of Tomorrow’s Chips? Must-See DAC Panel – Build vs. Buy: Who Holds the Key to Tomorrow’s Chips? |
| SemiWiki | July 24, 2026 |
BRONCO AI: Win the Race to Tape-Out | Booth 935 BRONCO AI: WIN THE RACE TO TAPE-OUT | BOOTH 935 |
| SemiWiki | July 23, 2026 |
Another Aspect of Bug Localization The Other Side of Bug Localization |
| SemiWiki | July 23, 2026 |
Agentrys Shares Insights on LLM Benchmarking for Chip Design at DAC 2026 Agentrys Weighs in on LLM Benchmarking for Chip Design at DAC 2026 |
| EE Times China | July 23, 2026 |
Jensen Huang Openly Opposes U.S. Ban on Open-Source AI Models for China—Praises Kimi K3 and Others as “Exceptional” Jensen Huang Publicly Opposes U.S. Ban on Chinese Open-Source AI Models, Calling Kimi K3 and Others “Exceptional” |
| EE Times China | July 23, 2026 |
OPPO and vivo Reject Samsung’s Q3 2026 Memory Quotes—An Analysis of the Supply Chain Tactics Behind Rising Memory Prices Report: OPPO and vivo Reject Samsung’s Q3 2026 Memory Quotes; Analysis of Supply Chain Dynamics Behind Rising Memory Prices |
| EE Times China | July 23, 2026 |
U.S. FCC Imposes Comprehensive Ban on “Component Vulnerabilities” Under New Rules—Prohibits Sale of Devices Containing Logic Hardware Components from Chinese Companies Such as Huawei and ZTE The U.S. FCC has passed new regulations to comprehensively block “component vulnerabilities,” banning the sale of devices containing logic hardware components from Chinese companies such as Huawei and ZTE |
| EE Times China | July 23, 2026 |
Domestic 6N-Grade High-Purity Hydrofluoride Gas Enters Full-Scale Production—Breaking Western Monopoly, Supporting Advanced Processes of 28 nm and Below Domestic 6N-Grade High-Purity Hydrogen Fluoride Gas Officially Enters Production: Breaking the Western Monopoly, Compatible with Advanced Processes of 28 Nanometers and Below |
| EE Times China | July 23, 2026 |
Global Foldable Smartphone Market Expected to Grow 21% Year-Over-Year in 2026—Samsung Unveils Galaxy Z Series to Counter Apple’s Entry The global foldable smartphone market is expected to grow 21% year-over-year in 2026; Samsung launches the Galaxy Z series to counter Apple’s entry into the market |
| EE Times China | July 23, 2026 |
Intel Seeks Operating Partner for Ohio One Wafer Fab in Ohio—SK Hynix Among Candidates Intel Seeks Operating Partner for Ohio One Wafer Plant; SK Hynix Makes the Shortlist |
| EE Times China | July 23, 2026 |
OpenAI President Brockman Offers First Assessment of Kimi K3—Acknowledges Model’s Competitiveness While Questioning Distillation Techniques OpenAI President Brockman Gives First Assessment of Kimi K3: Acknowledges Model’s Competitiveness, Questions Distillation Approach |
| EE Times China | July 23, 2026 |
Huang Xiaoming Denies Rumors of 10 Billion Yen in Profits from Investment in Changxin Technology—Shareholder with Same Name Is Actually a Former Midea Executive Huang Xiaoming Denies Rumors of 10 Billion Yen in Unrealized Gains from Investment in Changxin Technology; Shareholder with Same Name Is Actually a Former Midea Executive |
This article is delivered every morning via an automated collection and AI-generated system. Number of items collected: 225 | Last updated: July 24, 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.
📌 As you’ve been following this news, have you ever felt this way?
“I’m keeping up with industry trends, but the ‘judgment’ we make on the front lines isn’t being passed on to anyone.”
On Wednesday, July 29, at 8:00 PM, we’ll be hosting a free online “Extended Brain” introductory seminar. In 90 minutes, we’ll explain how to transfer veteran employees’ judgment to AI.
