Today’s semiconductor news clearly highlights the explosive expansion of AI infrastructure and the accompanying restructuring of the supply chain.In particular, SpaceX’s massive $52 billion order from Foxconn for 1 million units of NVIDIA’s next-generation GB300 GPUs symbolizes how the scale of AI computing is transforming into infrastructure investment at the national level.Meanwhile, SK Group Chairman Choi Tae-won has pointed out that current memory prices are abnormal and forecast that demand for AI chips will increase by 60 to 100 percent next year, making price stabilization on the supply side and investments in increased production an urgent priority.The memory industry is scrambling to meet AI demand, with Samsung Electronics preparing to accept orders for its P5 plant and NVIDIA developing V10 NAND to resolve data bottlenecks.Furthermore, technological innovation in cutting-edge processes is thriving, as evidenced by Rapidus’s adoption of Cadence’s AI design tools to accelerate its 2-nanometer development and the AIST’s development of measurement technologies for EUV lithography systems.
TOC
Main News
- SpaceX orders 13,000 racks of NVIDIA GB300 servers from Foxconn, worth $52 billion.
SpaceX has ordered Foxconn to build a 13,000-rack AI server system equipped with approximately one million NVIDIA GB300 GPUs. This massive project, totaling $52 billion, is scheduled for delivery in the second half of 2026. The investment aims to significantly boost SpaceX’s computing power and accelerate the construction of its AI training and inference infrastructure, demonstrating that the AI race is evolving into a national-level infrastructure investment. - SK Group Chairman, while expressing concern over soaring memory prices, predicts AI demand will increase by up to 100% next year.
SK Group Chairman Choi Tae-won pointed out that current memory prices are at abnormal levels and urged market recovery. On the other hand, he presented an optimistic outlook, predicting that AI chip demand will increase by 60 to 100 percent next year. The surge in memory demand due to the AI boom is driving up prices, but suppliers are facing the need to balance price stabilization with expanding supply capacity in order to achieve sustainable growth. - NVIDIA’s AI GPUs Face Data Bottlenecks; Samsung’s V10 NAND Offers a Solution
Processing massive amounts of KV cache data in AI servers has become a bottleneck that limits GPU performance.To address this challenge, NVIDIA is moving forward with the implementation of Context Memory Storage (CMX) utilizing Samsung’s next-generation V10 NAND. Currently, Samsung is supplying large volumes of V9 NAND while preparing for mass production of V10, which is expected to be the key to dramatically improving data processing efficiency in AI servers. - Samsung Electronics accelerates preparations for P5 factory orders to meet the surge in AI demand.
Driven by the AI boom and the resulting increase in memory demand, Samsung Electronics is preparing to accept orders for its P5 factory, a project involving a multi-billion dollar investment. Taking advantage of the booming semiconductor market, the company aims to solidify its supply chain for AI-related memory, including HBM and next-generation NAND, by rapidly expanding its manufacturing facilities. This investment represents a crucial strategic move to secure a competitive edge in the market share race. - Rapidus adopts Cadence’s AI agent to accelerate 2-nanometer chip design
Japan’s Rapidus has introduced Cadence’s AI design tools to streamline the design of 2-nanometer generation advanced chips. By utilizing AI agents, we aim to automate and optimize the design process, shortening development time. This initiative marks a technical milestone for Rapidus’s aim for domestic mass production of cutting-edge semiconductors, accelerating the construction of an ecosystem from design to manufacturing. - ASML considers raising prices for low-NA EUV lithography equipment, TSMC expresses concern
It has become clear that ASML, a major semiconductor manufacturing equipment manufacturer, is considering raising the price of its low-NA EUV lithography equipment. In response, its major customer, TSMC, has expressed strong dissatisfaction. As manufacturing costs for advanced processes rise, equipment price increases are putting pressure on the profit margins of semiconductor manufacturers. Negotiations between the two companies have become a key focus that will affect future semiconductor manufacturing costs and product prices. - AIST develops curved mirror shape measurement technology with 2-nanometer accuracy 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, essential for next-generation EUV lithography equipment, with an extremely high precision of 2 nanometers. The design of high-NA EUV lithography equipment requires high-precision optics, and this technology contributes to improved performance and cost reduction of lithography equipment. This demonstrates that Japan’s manufacturing equipment-related technologies play a crucial role in supporting the world’s advanced semiconductor manufacturing. - NVIDIA to announce 21 technologies related to simulation and physical AI at SIGGRAPH 2026
At SIGGRAPH 2026, NVIDIA announced 21 groundbreaking research findings related to physical AI and simulation technologies. These technologies use real-time systems to generate physically accurate virtual worlds, enhancing AI system training and simulations in virtual spaces. The aim is to expand the application of AI to digital twins and robotics, accelerating digital transformation across industries. - Compute Labs emphasizes the importance of GPU investment as AI competition intensifies.
As the AI competition transforms into a fundraising battle, Compute Labs stated in an interview that investment in GPU infrastructure is essential. The evolution of AI models requires enormous computing resources, and the ability to secure GPUs will determine a company’s competitiveness. As financially powerful companies increasingly tend to monopolize infrastructure, efficient allocation of computing resources and investment strategies will be key to the success or failure of the AI business in the future. - This Week’s Semiconductor News Roundup: AI Chip Race Expands from Silicon Photonics to Advanced Packaging
This week’s industry trend is that competition around AI chips is becoming more diverse. In particular, technological development supporting the evolution of AI models is accelerating, including silicon photonics, HBM (High Band Memory), enhanced memory fabs, and advanced packaging technologies. Each company is focusing not only on chip performance but also on building comprehensive infrastructure that includes peripheral technologies, and the entire semiconductor ecosystem is intensifying its AI shift.
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News List (174 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | July 20, 11:24 |
As TSMC’s expansion shifts cutting-edge manufacturing to the West, efforts to attract talent to Arizona are being stepped up TSMC’s expansion bolsters Arizona’s ability to attract talent as advanced manufacturing shifts west |
| DIGITIMES | July 20, 3:54 p.m. |
SK Chairman Warns That Memory Has Become a Top National Security Priority Memory Is Becoming a National Security Priority, SK Chairman Warns |
| DIGITIMES | July 20, 12:16 |
Intel Reorganizes Its Fab Network Globally, Aiming for an AI Advantage Through Early 14A Deployment and EMIB-T Intel Reorganizes Its Global Fab Network, Eyes Early 14A and EMIB-T AI Wins |
| DIGITIMES | July 20, 10:35 |
CXMT’s $4 billion IPO is accelerating the competition in DRAM production, with the goal of producing 350,000 wafers per month CXMT’s $4 billion IPO fuels the race to expand DRAM capacity to 350,000 wafers per month |
| DIGITIMES | July 20, 8:02 a.m. |
Micron’s 10-Year Contract with GlobalWafers Suggests Tight 12-Inch Supply Micron’s 10-year deal with GlobalWafers signals tighter 12-inch supply |
| DIGITIMES | July 20, 5:03 p.m. |
With Hybrid Bonding on the Decline, the HBM4 Battle Shifts to Cooling Technology HBM4 battle shifts to cooling as hybrid bonding slips |
| DIGITIMES | July 20, 4:28 p.m. |
Alibaba Open-Sources AI Chip Software and Launches Zhenwu Cloud Supernode Service Alibaba Open-Sources AI Chip Software, Launches Zhenwu Cloud Supernode Service |
| DIGITIMES | July 20, 4:04 p.m. |
Samsung to Cut Over 800 Jobs in the U.S. Amid Market Headwinds Samsung to Cut Over 800 U.S. Jobs Amid Market Headwinds |
| DIGITIMES | July 20, 3:52 p.m. |
Analysis: China’s DRAM Market Matures with CXMT’s IPO—But Three Challenges Remain Commentary: China’s DRAM Industry Comes of Age with CXMT’s IPO — But Three Hurdles Remain |
| DIGITIMES | July 20, 2:58 p.m. |
Rapidus Adopts Cadence AI Agents to Accelerate 2nm Chip Design Rapidus Taps Cadence AI Agents to Speed Up 2nm Chip Design |
| DIGITIMES | July 20, 1:50 p.m. |
Compec Acquires Guanyin Site for NT$2.09 Billion to Expand PCB Production Capacity for Optical and Space Data Centers Compeq Acquires Guanyin Site for NT$2.09 Billion to Expand Capacity for Optical and Space Data Center PCBs |
| DIGITIMES | July 20, 12:20 p.m. |
Samsung Prepares to Secure a Multi-Billion-Dollar P5 Order Amid Accelerating Memory Demand Driven by the AI Boom Samsung Prepares Multi-Billion-Dollar P5 Orders as the AI Boom Drives Up Memory Demand |
| DIGITIMES | July 20, 11:55 |
This Week’s News Roundup: AI Chip Competition Intensifies Across Silicon Photonics, HBM, Memory Fabs, and Cutting-Edge Models Weekly News Roundup: The AI Chip Race Expands to Include Silicon Photonics, HBM, Memory Fabs, and Cutting-Edge Models |
| DIGITIMES | July 20, 11:47 |
The AI boom is pushing lead times for PCBs and passive components to a new normal The AI boom is pushing PCB and passive component lead times into a new normal |
| DIGITIMES | July 20, 11:37 |
Interview: The AI Race Has Now Become a Funding Race. Compute Labs Wants to Invest in GPUs Interview: The AI race has become a financing race, and Compute Labs wants to fund GPUs |
| DIGITIMES | July 20, 11:06 |
Mark Strengthens Its Efforts in AI Semiconductor Materials as “Level Up” Nears Completion Merck Steps Up Its Push for AI Semiconductor Materials as Level Up Nears Completion |
| EE Times (US) | July 21, 2026 |
UMA: The Architecture Edge AI Needs to Scale UMA: The Architecture Edge AI Needs to Scale |
| EE Times (US) | July 21, 2026 |
Nisshinbo Microdevices Expands Its Lineup of High-Voltage ICs for Next-Generation 48V Automotive Systems Nisshinbo Micro Devices Expands Its High-Voltage IC Lineup for Next-Generation 48-V Automotive Systems |
| EE Times (US) | July 20, 2026 |
Powering the Automotive Revolution: From Zonal Architecture to 48V Powering the Automotive Revolution: From Zonal Architecture to 48V |
| EE Times (US) | July 20, 2026 |
Photonics Components – The Eyes and Ears of Future Unmanned Systems and Connected Soldiers Photonics Components – The Eyes and Ears of Future Unmanned Systems and Connected Soldiers |
| EE Times (US) | July 20, 2026 |
Post-Quantum Cryptography Integrated into SoCs via eFPGA Post-Quantum Cryptography Incorporated into SoCs via eFPGA |
| EE Times (US) | July 20, 2026 |
RISC-V Europe Summit 2026: Beyond Embedded Electronics RISC-V Europe Summit 2026: Beyond Embedded Electronics |
| 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 |
| TrendForce | July 20, 2026 |
SK Group Chairman Says Abnormally High Memory Prices Should Fall; AI Chip Demand Expected to Rise 60–100% Next Year SK Group Chairman Says Abnormal Memory Prices Should Fall; AI Chip Demand Expected to Rise 60–100% Next Year |
| TrendForce | July 20, 2026 |
[Sponsored Content] Overcoming Barriers to AI Server Integration: How ARDGE and Advantech Make On-Premises AI Deployment Practical for Enterprises [Sponsored Content] Breaking Down Barriers to AI Server Integration: How ARDGE and Advantech Make Enterprise On-Premises AI Deployment Practical |
| TrendForce | July 20, 2026 |
NVIDIA’s RTX 50 Super Refresh: Reports Suggest 3GB GDDR7 Costs Three Times as Much as 2GB, Casting Doubt on Release NVIDIA’s RTX 50 Super Refresh Faces Launch Uncertainty as 3GB GDDR7 Reportedly Costs Three Times as Much as 2GB |
| TrendForce | July 20, 2026 |
It is reported that Samsung has allocated a maximum annual production quota of 2.8 million units to the Wide Fold, as Samsung and Apple may be pushing for a shift to the 4:3 aspect ratio. Samsung Reportedly Allocates the Largest Annual Production Share—2.8 Million Units—to the Wide Fold, as Apple May Drive a Shift Toward the 4:3 Aspect Ratio |
| TrendForce | July 20, 2026 |
TSMC’s $265 billion Bet on Expanding into the U.S.: “We Have Nothing to Lose,” Even If Fab Construction Costs Soar 4 to 5 Times TSMC’s $265B Bet on the U.S.: “No Food Left on the Table” Despite Fab Construction Costs That Are 4–5 Times Higher |
| Semiconductor Digest | 3 hours ago |
Novel Layered Crystal for High-Efficiency Thermoelectric Energy Conversion Novel Layered Crystal for High-Efficiency Thermoelectric Energy Conversion |
| Semiconductor Digest | 3 hours ago |
SNU Researchers Develop AI Agent Technology for Automating Semiconductor Design Verification SNU Researchers Develop AI Agent Technology to Automate Semiconductor Design Verification |
| Semiconductor Digest | 4 hours ago |
IEEE Research Highlights the Potential of Micro-Transfer Printing for Advanced Silicon Photonics IEEE Study Highlights How Micro-Transfer Printing Can Lead to Advanced Silicon Photonics |
| Semiconductor Digest | 4 hours ago |
Siemens to Acquire Precision Innovations Siemens to Acquire Precision Innovations |
| The Nikkei | July 21, 2026 | Japanese Stock ADRs Mixed on the 20th: Toyota Rises, Takeda Falls |
| The Nikkei | July 21, 2026 | Nikkei 225 Futures Rise in Odaiba Night Trading; Up 1,020 Yen to 65,080 Yen |
| The Nikkei | July 21, 2026 | Dow Jones Industrial Average Falls Another 307 Dollars Amid Concerns Over Escalating U.S.-Iran Tensions |
| The Nikkei | July 21, 2026 | U.S. Stocks: Dow Falls Another 307 Dollars Amid Concerns Over Iran and Sluggish Semiconductor Sector |
| The Nikkei | July 21, 2026 | U.S. Stocks: Dow Continues to Fall Amid Concerns Over Escalating U.S.-Iran Tensions; Semiconductor Sector Struggles |
| The Nikkei | July 21, 2026 | “Gigascalers” Swallowing Up the World: Capital Expenditures and Market Capitalization Equal That of Japan Entirely |
| The Nikkei | July 21, 2026 | Tadahiro Kuroda, Chairman of Kumamoto Prefectural University: “We Must Safeguard the Economic Security of Semiconductors in Kyushu” |
| The Nikkei | July 21, 2026 | What Is Emin Yilmaz’s Outlook for SpaceX and South Korean Stocks? |
| The Nikkei | July 21, 2026 | Cool Japan Organization, Under Review for Restructuring, Sees Recovery Rate Stagnate at 60 Percent; Broad-Based Investment Takes Its Toll |
| The Nikkei | July 21, 2026 | Five U.S. Tech Companies’ AI Investments: 268 Trillion Yen in “Invisible Debt”—Risks of Merely Disclosing in Footnotes |
| 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. | What Is the Annual Salary for F1-Level Employees in Their Early 50s at Fujifilm? [Based on 5,000 User Reviews] |
| Tom’s Hardware | July 20, 2026, 8:25 p.m. |
3D printing enthusiasts bring the canceled dbrand Steam Machine Companion Cube back to life as a DIY project 3D printing enthusiast revives the canceled dbrand Steam Machine Companion Cube as a DIY project |
| TechPowerup | July 20, 2026, 8:45:33 PM UTC |
Valve Further Fuels Pessimism About the Price of the Steam Machine Valve Reinforces Its Pessimistic Outlook on Steam Machine Pricing |
| TechPowerup | July 20, 2026, 6:04:07 PM UTC |
OneXPlayer X2 Mini Pro Now Available: Portable Device Featuring AMD Ryzen AI Max+ 388 Priced at $2,499 OneXPlayer X2 Mini Pro Now Available: AMD Ryzen AI Max+ 388 Handheld for $2,499 |
| TechPowerup | July 20, 2026, 5:07:14 PM +00:00 |
ASML Considers Raising Prices for Low-NA EUV; TSMC Unhappy ASML Considers Price Increase for Low-NA EUV, TSMC Unhappy |
| TechPowerup | July 20, 2026, 4:06:38 PM +00:00 |
DropReference Launches in the U.S.: Offers Price Comparisons for PC Parts and Game Performance Estimates DropReference Launches in the U.S. with PC Parts Price Comparisons and Gaming Performance Estimates |
| TechPowerup | July 20, 2026, 3:06:01 PM +00:00 |
Samsung Display to Supply Tandem OLED Laptop Panels Compatible with VESA DisplayHDR True Black 1400 Samsung Display Supplies Tandem OLED Laptop Panels Featuring VESA DisplayHDR True Black 1400 |
| 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’ “Seamless” Breakthrough A New Core in the “Mirror” World: Smart Glasses’ “Seamless” Breakthrough |
| EETimes Taiwan | July 20, 2026 |
Structural Shortages in 2H26 Drive Price Increases for NOR Flash and SLC NAND Structural Shortages in 2H26 Drive Continued Price Rises for NOR Flash and SLC NAND |
| EETimes Asia | July 20, 2026 |
SEIPI: Government Steps Up Efforts to Resolve 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 advance gradually by 2030 Technology Sovereignty Will Advance Slowly Through 2030 |
| EETimes Asia | 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 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 |
Thermal Imaging as the Foundational Infrastructure for Physical AI Thermal Imaging as Infrastructure for Physical AI |
| EETimes India | July 20, 2026 |
India’s Smartphone Shipments in Q2 2026 Down 10% Year-Over-Year 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 INR62,500-crore Mobile Phone Manufacturing Scheme India Approves INR62,500-crore Mobile Phone Manufacturing Scheme |
| ZDNET Korea | July 20, 2026 |
Lee Eun-young, the 47th Director of the National Science Museum, Appointed Innovation Officer at the Ministry of Science and ICT Lee Eun-young, Director of Innovation at the Ministry of Science and ICT, Appointed as the 47th Director of the National Science Museum |
| ZDNET Korea | July 20, 2026 |
Personal Information Protection Commission Seeks Operating Organizations for the “Personal Information Innovation Zone” Korean Agency for the Protection of Personal Information Seeks Organizations to Operate “Personal Information Innovation Zones” |
| ZDNET Korea | July 20, 2026 |
Raon Secure to Supply PQC to NH Nonhyup Sonbo… Expanding Orders in the Financial Sector RaonSecure to Supply PQC to NH Nonghyup Property & Casualty Insurance… Expanding Orders in the Financial Sector |
| ZDNET Korea | July 20, 2026 |
Enki White Hat Selected as a “2026 Supply Network Stabilization Pioneer” Enki White Hat Selected as a “2026 Supply Chain Stabilization Pioneer” |
| ZDNET Korea | July 20, 2026 |
[Card News] China’s AI Is Closing the Gap with the U.S. [Card News] China’s AI Is Hot on the Heels of the U.S. |
| ZDNET Korea | July 20, 2026 |
Iglu’s Security AI Agent “AiR” Receives “AI+” Certification from the Korean Standards Association Iglu’s Security AI Agent ‘AiR’ Receives ‘AI+’ Certification from the Korean Standards Association |
| ZDNET Korea | July 20, 2026 |
Jisun: “The Age of AI Hacking… We Need to Address the Security Blind Spot Known as the ‘Wireless Backdoor’” Jison: “The Era of AI Hacking… We Need to Address the Security Blind Spot: ‘Wireless Backdoors’” |
| ZDNET Korea | July 20, 2026 |
Fire at Coupang Incheon Logistics Center Extinguished After 61 Hours Fire at Coupang’s Incheon Logistics Center Brought Under Control After 61 Hours |
| ZDNET Korea | July 20, 2026 |
MyRealTrip Unveils “MyLandPick,” an Incentive Travel Quotation Platform MyRealTrip Unveils “MyLandPick,” an Incentive Travel Quotation Platform |
| ZDNET Korea | July 20, 2026 |
Team Sparta’s Ultra-Lightweight Language Model Takes First Place in Ultra-High-Difficulty Inference on the ‘K-AI Leaderboard’ Team Sparta’s Ultra-Lightweight Language Model Takes First Place in Ultra-High-Difficulty Inference on the ‘K-AI Leaderboard’ |
| ZDNET Korea | July 20, 2026 |
Viber’s Transaction Volume Exceeds 400 Billion Won… Overseas Transactions Also Expanding Viber Surpasses 400 Billion Won in Transaction Volume… Overseas Transactions Also Expanding |
| ZDNET Korea | July 20, 2026 |
Development of a National Defense LLM… Competing Against a Consortium Led by LIG D&A and Hanwha Systems Development of a Defense LLM… LIG D&A and Hanwha Systems Consortium Face Off |
| ZDNET Korea | July 20, 2026 |
Deputy Prime Minister Pe: “If we launch Nuriho only once a year, it will be difficult to establish a low-Earth orbit satellite communications network by 2035.” Deputy Prime Minister Bae: “With only one Nuri rocket launch per year, it will be difficult to establish a low-Earth orbit satellite communications network by 2035.” |
| ZDNET Korea | July 20, 2026 |
“Galaxy Watch Ultra 2: Here’s How It Made Its Debut” “Here’s What the Galaxy Watch Ultra 2 Will Look Like” |
| ZDNET Korea | July 20, 2026 |
“College Student Teams vs. AI in Financial Security Showdown”… Financial Security Institute Camp Held “College Student Team vs. AI Financial Security Showdown”… Financial Security Institute Camp Held |
| ZDNET Korea | July 20, 2026 |
Lee Hae-jin and Choi Se-young Seek Out Naver and Brookfield… Could AI Help Attract Trillion-Level Investments? Lee Hae-jin and Choi Soo-yeon of Naver Visit Brookfield… Will They Secure Billions in AI Investment? |
| ZDNET Korea | July 20, 2026 |
Mario Outlet Transforms into a Virtual Isolation Ward… We Tried Out MGM’s “Live XR Theater” Mario Outlet Transforms into a Virtual Isolation Ward… We Tried Out MGM’s “Live XR Theater” |
| ZDNET Korea | July 20, 2026 |
Not even the president could stop it… Price cuts on beverages, headbang, and curry due to the “NAFTA Shock” Even the President Couldn’t Stop It… Price Hikes for Beverages, Hetaeban, and Curry Amid the “NAFTA Shock” |
| ZDNET Korea | July 20, 2026 |
OneStore Launches Full-Scale Service for No-Install Mini-Game “OnePlay”… Releases “Gladiator Training” OneStore Launches Full-Scale Service for No-Install Mini-Game ‘OnePlay’… Releases ‘Gladiator Training’ |
| ZDNET Korea | July 20, 2026 |
Eight Percent Acquires Token Securities Firm A-Panda Partners 8%, Acquires Token Securities Firm A-Panda Partners |
| JoongAng Ilbo | July 21, 2026 |
[Life Trends &] Building Next-Generation Data Centers That Combine Renewable Energy and AI Computing [Life Trends &] Building Next-Generation Data Centers That Combine Renewable Energy and AI Computing |
| JoongAng Ilbo | July 21, 2026 |
“Forget Gangnam? This Blue-Chip Stock Is Better” — 11 Seoul Neighborhoods That Overtake Gangnam as Top in Housing Prices “Forget Gangnam? This Leading Stock Is Better” 11 Areas in Seoul That Overtake the Top Spot in Housing Prices |
| JoongAng Ilbo | July 21, 2026 |
Four Experts Divided Over Samjonix’s Outlook… The Stock That Saw a Flood of Buy Orders After One Said, “Buy This Up” Four Experts Divided on Samsung Nix Outlook… Stocks They All Agree to “Stock Up On” |
| JoongAng Ilbo | July 21, 2026 |
“You’re talking complete nonsense!” The Chosun MB question that infuriated YS “You’re talking complete nonsense!” A first-term MB lawmaker’s question that infuriated YS |
| JoongAng Ilbo | July 21, 2026 |
Samsung Minor Shareholders: “Performance Bonuses Worth Hundreds of Trillion Won Must Be Approved by the Shareholders’ Meeting”… Letter to the National Pension Service Samsung Small Shareholders: “Performance Bonuses Worth Hundreds of Trillions of Won Must Be Approved by the Shareholders’ Meeting”… Letter to the National Pension Service |
| JoongAng Ilbo | July 21, 2026 |
[Editorial] KOSPI Volatility Shakes Global Stock Markets… Economic Stimulus Measures Are Not a Panacea [Editorial] KOSPI Volatility Shakes Global Stock Markets… Stimulus Measures Are Not the Only Solution |
| BAIDU | Yesterday at 9:35 p.m. |
Focusing on Semiconductor Materials, Pengzhou Releases List of Industrial Cooperation Opportunities Focusing on Semiconductor Materials, Pengzhou Releases List of Industrial Cooperation Opportunities |
| BAIDU | Yesterday at 8:40 p.m. |
Lianying Laser: In 2026, the company will further strengthen its investment in semiconductor R&D, guided by market demand… Lianying Laser: In 2026, the company will continue to prioritize market demand and increase investment in semiconductor R&D and… |
| BAIDU | Yesterday at 4:24 p.m. |
Hualing Precision Welcomes Strategic Shareholder from the Semiconductor Industry; Yuquan Semiconductor Expected to Make a Leap Forward via the A-Share Platform Hualing Precision Engineering Brings in Strategic Shareholder from the Semiconductor Industry; Yuquan Semiconductor Expected to Leverage A-Share Platform |
| BAIDU | Yesterday at 5:45 PM |
Major Breakthrough in Semiconductor Equipment Components! CMTX Begins Prototype Production of Single-Crystal Silicon Grounding Rings Major Breakthrough in Semiconductor Equipment Components! CMTX Begins Prototype Production of Single-Crystal Silicon Grounding Rings |
| BAIDU | Yesterday at 8:01 p.m. |
Ruichen Environmental Protection: Our core business does not currently involve the semiconductor sector Ruichen Environmental Protection: The company’s core business does not currently involve the semiconductor sector |
| BAIDU | Yesterday at 8:46 p.m. |
Hangzhou’s Leading Semiconductor Company Records 80 Billion Yuan Loss Hangzhou’s leading semiconductor company sees a 80 billion yuan decline |
| BAIDU | Yesterday at 8:32 p.m. |
Semiconductor Index Enters Bear Market; Goldman Sachs Quietly Shifts Focus to Three Major Alternative Investment Themes Semiconductor Index Falls into Bear Market; Goldman Sachs Quietly Shifts Focus to Three Major Alternative Investment Themes |
| BAIDU | Yesterday at 9:43 p.m. |
Top A-Share Semiconductor Stock: CEO Divorces Just 200 Days After Listing; Wife Awarded Approximately 6 Billion Yuan A-share semiconductor star stock: CEO divorces just 200 days after listing; wife receives nearly 6 billion yuan |
| BAIDU | Yesterday at 7:16 p.m. |
Major Blue-Chip Semiconductor Stock Plummets 15%! Approximately 6 Billion Yuan Distributed to Ex-Wife, with a 10-Year Pledge of Consistent Action Major semiconductor blue-chip stock plummets 15%! Ex-wife receives nearly 6 billion yuan, with a commitment to act in concert for 10 years |
| BAIDU | Yesterday at 6:56 p.m. |
[Analysis] Wait for stabilization signals on the right side and watch for opportunities to rebound from an excessive decline—Semiconductor equipment stocks plunge… “Commentary”: Wait for stabilization signals on the right side and watch for opportunities to rebound from oversold levels—semiconductor equipment plunges… |
| SemiEngineering | July 21, 2026 |
Graft Transformers Speed Up Signal Integrity Analysis for IC Interconnects (Buffalo, Stuttgart, IBM) Graph Transformer Accelerates IC Interconnect Signal Integrity Analysis (Buffalo, Stuttgart, IBM) |
| SemiEngineering | July 21, 2026 |
3D Mask Effect Enhances 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 |
An inference accelerator (NUS) that integrates compute-in-interconnect and memory to alleviate the memory wall problem Inference Accelerator That Integrates Compute-in-Interconnect and Memory to Mitigate the Memory Wall (NUS) |
| SemiEngineering | July 21, 2026 |
NbAs nanowires exhibit low resistance as interconnect dimensions are reduced (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) |
| SemiEngineering | July 20, 2026 |
Network-on-Chip Verification Verifying Networks-on-Chip |
| SemiEngineering | July 20, 2026 |
Data Center Bottlenecks Related to AI, Political Pressure, and Supply Chains Data Center Bottlenecks Linked to AI, Political Pressure, and the Supply Chain |
| ChosunBiz | July 21, 2026 |
AMD Puts the Brakes on NVIDIA’s Dominance; Samsung Electronics and SK Hynix’s HBM4 Emerges as a Major Player AMD Puts the Brakes on NVIDIA’s Dominance; Samsung Electronics and SK Hynix’s HBM4 Emerges as a Major Player |
| ChosunBiz | July 21, 2026 |
China’s CXMT, which has capitalized on the gap left by Samsung Electronics and SK Hynix, has sold out its entire supply for next year… Following Apple, the PC industry is now extending “overtures” China’s CXMT Capitalizes on Gaps Left by Samsung Electronics and SK Hynix, Sells Out Next Year’s Supply… Following Apple, the PC Industry Is Now Showing Interest |
| ChosunBiz | July 21, 2026 |
Do labor unions even get to decide where semiconductor factories are located? … Controversy Over the Scope of Negotiations for the “Honam Project” Will the Union Even Decide on the Location of a Semiconductor Plant?… Controversy Over the Scope of Negotiations for the “Honam Project” |
| ChosunBiz | July 21, 2026 |
Air Cargo Thrives Despite High Oil Prices… Even LCCs Facing Crisis Are Racing to Enter the Market Air Cargo Thrives Despite High Oil Prices… LCCs in Crisis Also Rush to Enter the Market |
| ChosunBiz | July 21, 2026 |
“The ‘War for Gold’ in the Semiconductor Market”… Healthcare Is Also Experiencing “Rapid Growth” “Cash War” in the Semiconductor Market… Healthcare Sector Also Experiences “Explosive Growth” |
| ChosunBiz | July 20, 2026 |
New York Stock Market Opens Higher on Semiconductor Rebound… Nasdaq Up 1.06% New York Stock Market Opens Higher on Semiconductor Rebound… Nasdaq Up 1.06% |
| ChosunBiz | July 20, 2026 |
Samsung Electronics to Relocate U.S. Smartphone and Home Appliance Headquarters to Texas… 739 Job Cuts Samsung Electronics to Relocate U.S. Smartphone and Home Appliance Headquarters to Texas… 739 Layoffs |
| ChosunBiz | July 20, 2026 |
The Yongin Renaissance 2.0 Planning Group Reviews Challenges for the 9th Term of the Elected Assembly… Compilation of 225 Campaign Promises and 20 Policy Recommendations Yongin Renaissance 2.0 Planning Committee Reviews Tasks for the 9th Popularly Elected Administration… Compiles List of 225 Campaign Promises and Proposes 20 Policies |
| ChosunBiz | July 20, 2026 |
Was it anger over the KOSPI’s decline…? Police Respond to Online Post Threatening “Knife Attack from the National Pension System” Was it anger over the KOSPI’s decline…? Police Respond to Post Threatening “Stabbing Spree at the National Pension Service” |
| ChosunBiz | July 20, 2026 |
Deputy Prime Minister Bae Kyung-hoon: “We should embark on the development of a ‘Mitos-class’ Korean-style Frontier AI… It will require 10,000 GPUs, with the purchase cost alone totaling 3.5 trillion yen.” Deputy Prime Minister Bae Kyung-hoon: “We Must Move Forward with the Development of a ‘Mythos-Class’ Korean-Style Frontier AI… 10,000 GPUs Are Needed, with Purchase Costs Alone Totaling 3.5 Trillion” |
| WccfTech | July 21, 2026 |
A thorough analysis of the Kirin 9030 shows that SMIC is capable of manufacturing SoCs with higher density than Intel at the 18A node, but features that require improvement have been omitted. An In-Depth Analysis of the Kirin 9030 Proves That SMIC Can Create More Dense SoCs Than Intel Has With Its 18A Node, But the Areas That Need Improvement Are Left Out |
| WccfTech | July 21, 2026 |
Intel Xeon 6 Reaches a Memory Transfer Rate of 8,000 MT/s, but the Real Breakthrough Is Expected to Come in 2027 with 8,800 MT/s MRDIMMs Intel Xeon 6 Now Reaches 8,000 MT/s Memory Speed, But the Real Payoff Will Come With 8,800 MT/s MRDIMMs in 2027 |
| WccfTech | July 21, 2026 |
NVIDIA’s Jensen Huang Showcases His Unique Charm and Launches a Charismatic Campaign in Japan: He Shouted “Delicious!” While Enjoying Almost Everything NVIDIA’s Jensen Huang Brought a Distinctive Flair to His Charm Offensive in Japan: He Ate Just About Everything While Saying “Delicious!” |
| WccfTech | July 21, 2026 |
TSMC’s CFO Acknowledges U.S. Fab Costs Are 4 to 5 Times Higher Than in Taiwan, but Vows to Double Down on the $100 Billion Bet TSMC’s CFO Admits U.S. Fab Costs Are Four to Five Times Higher Than in Taiwan, Yet Doubles Down With a $100 Billion Bet |
| WccfTech | July 21, 2026 |
Samsung’s Headquarters Relocation to Affect More Than 700 U.S. Home Appliance Jobs [Updated: Samsung Issues Statement] Samsung HQ Relocation Affects Over 700 U.S. Consumer Electronics Jobs [Update: Samsung Issues a Clarification] |
| WccfTech | July 21, 2026 |
Samsung, Micron, and SK hynix are giving special treatment to server customers, phasing out their proprietary DRAM controllers in favor of standard modules—raising concerns about losses amounting to billions of dollars Samsung, Micron, and SK hynix Are Treating Server Customers Like Royalty, Scrapping In-House DRAM Controllers in Favor of Standard Modules as Fears Mount Over Billions in Losses |
| WccfTech | July 21, 2026 |
NVIDIA’s synthetic video detector analyzes 1080p video in just 22 ms and detects fake news and AI-generated content with 92% accuracy NVIDIA’s Synthetic Video Detector Identifies Fake News and AI-Generated Content with 92% Accuracy, Analyzing 1080p Footage in Just 22 ms |
| WccfTech | July 21, 2026 |
NVIDIA Graphics Research Accelerates Simulation and Physical AI Through 21 Groundbreaking Technologies at SIGGRAPH NVIDIA Graphics Research Accelerates Simulation and Physical AI Through 21 Breakthrough Technologies at SIGGRAPH |
| WccfTech | July 21, 2026 |
NVIDIA Equips Its Most Powerful Workstation PC, the “DGX Station,” with the NVIDIA Agent Toolkit and Omniverse to Implement Local AI Agents NVIDIA Brings Local AI Agents to Its Most Powerful Workstation PC, the DGX Station, with the NVIDIA Agent Toolkit and Omniverse |
| WccfTech | July 20, 2026 |
Nintendo Enhances Switch 2 Security, but Developer Gezine Discovers a Universal Vulnerability That Works Completely Offline Nintendo Steps Up Security for the Switch 2, But Developer Gezine Discovers a Universal Exploit That Works Entirely Offline |
| WccfTech | July 20, 2026 |
ADATA Chairman Warns DRAM Shortage Will Last for the Next 10 Years; Says Discussion of the AI Bubble Can Be Postponed Until 2040 ADATA Chairman Warns DRAM Shortage Will Last Another 10 Years, Says Talk of an AI Bubble Can Wait Until 2040 |
| WccfTech | July 20, 2026 |
Some new GeForce RTX 5060 GPUs are switching to a 16-pin connector due to the adoption of the cut-down GB205 die Some Newer GeForce RTX 5060 GPUs Are Switching to a 16-pin Connector as Vendors Deploy a Streamlined GB205 Die |
| WccfTech | July 20, 2026 |
Samsung Begins Supplying VESA DisplayHDR True Black 1400 OLED Panels for Laptops Samsung Begins Supplying VESA DisplayHDR True Black 1400 OLED Panels for Laptops |
| WccfTech | July 20, 2026 |
Prices for DDR5 memory in Germany have skyrocketed to 448% of July 2025 levels; all kits are affected by the “RAM apocalypse” German DDR5 Memory Prices Skyrocket to 448% of July 2025 Levels as Every Kit Is Swept Up in the RAMpocalypse |
| WccfTech | July 20, 2026 |
NVIDIA’s AI GPUs Face Bottlenecks Amid Explosive Data Growth, but Production of Samsung’s V10 NAND for Next-Generation CMX Storage Offers a Solution at the Industry’s Expense NVIDIA’s AI GPUs Face an Overwhelming Data Growth Bottleneck, but Samsung’s V10 NAND Production for Next-Generation CMX Storage Will Provide Relief—at the Industry’s Expense |
| WccfTech | July 20, 2026 |
A modder has condensed the entire Grand Theft Auto PS2 Trilogy into a single game; Rockstar continues preparations for GTA 6 A Modder Fits the Entire Grand Theft Auto PS2 Trilogy Into a Single Game, While Rockstar Continues to Prepare GTA 6 |
| WccfTech | July 20, 2026 |
Matt Booty Defends Xbox’s Opaque Exclusivity Framework Spanning 20 Franchises, but Even the Halo Roadmap Is Reportedly Falling Apart Matt Booty Defends Xbox’s Ambiguous Exclusive Framework Across 20 Franchises, Yet Even Halo’s Own Roadmap Has Reportedly Collapsed |
| WccfTech | July 20, 2026 |
TSMC Consumes 9% of Taiwan’s Total Electricity—New Law May Require the Company to Generate Its Own Power TSMC Consumes 9% of Taiwan’s Electricity, and a New Law Would Force It to Generate That Power Itself |
| WccfTech | July 20, 2026 |
SpaceX has placed an order with Foxconn for a portion of a large-scale order totaling $52 billion—comprising 13,000 racks of NVIDIA GB300 AI servers, each rack valued at $4 million and totaling approximately 1 million GPUs. SpaceX Awards Foxconn a Share of a Huge $52 Billion Order for 13,000 Racks of NVIDIA GB300 AI Servers, with Each Rack Costing $4 Million and the Total Order Comprising Nearly 1 Million GPUs |
| WccfTech | July 20, 2026 |
Apple Acquires the Original Team Behind Open-Source Qwen, Aiming to Revive the Chinese Version of Siri with Alibaba’s AI Apple Reportedly Hires the Original Team Behind Open-Source Qwen, Betting on Alibaba’s AI to Revive Siri in China |
| JW.com (JW) | July 20, 2026 |
Associate Professor Hou Yusheng’s Research Team Makes New Progress in the Study of Room-Temperature Ferromagnetism and the Anomalous Hall Effect in Rare-Earth-Based Two-Dimensional Monolayer Materials via Substrate Decoupling Control Associate Professor Hou Yusheng’s research team has made new progress in the study of room-temperature ferromagnetism and the anomalous Hall effect in rare-earth-based two-dimensional monolayer materials through substrate decoupling control |
| JW.com (JW) | July 20, 2026 |
Zou Ningmu’s Team’s Paper in *Nature Communications*: Microcavity MoS₂ Photodetector Array Enables Wavelength-Coded Neuromorphic Inference Zou Ningmu’s Team in *Nature Communications*: Microcavity MoS₂ Photodetector Array Enables Wavelength-Coded Neuromorphic Inference |
| JW.com (JW) | July 20, 2026 |
Professor Xi Kai’s Team at Xi’an Jiaotong University Makes Progress in the Field of Lithium-Sulfur Batteries Professor Xi Kai’s team at Xi’an Jiaotong University has made progress in the field of lithium-sulfur batteries |
| JW.com (JW) | July 20, 2026 |
Team Led by Sun Luyan at Tsinghua University’s Institute for Interdisciplinary Information Sciences Collaborates to Realize a New Framework for Optical Control in Fock Space A team led by Sun Luyan at Tsinghua University’s Institute for Interdisciplinary Information Sciences has collaborated to realize a new framework for optical control in Fock space |
| JW.com (JW) | July 20, 2026 |
Li Keqiang’s Team at Tsinghua University’s School of Vehicle Engineering Makes Significant Progress in End-to-End Autonomous Driving Li Keqiang’s team at Tsinghua University’s School of Automotive Engineering has made significant progress in the field of end-to-end autonomous driving |
| JW.com (JW) | July 20, 2026 |
Chen Guang’s Research Group at Peking University’s School of Advanced Manufacturing and Robotics Reveals Universal Rules Governing Interfacial Ionization Chen Guang’s Research Group at Peking University’s School of Advanced Manufacturing and Robotics Reveals Universal Laws Governing Surface and Interfacial Ionization |
| JW.com (JW) | July 20, 2026 |
Arm Technologies Shines at WAIC | Sharing Cutting-Edge AI Insights: Arm Technology Is Everywhere, Bringing AI Within Reach Anmo Technology Shines at WAIC | Insights into the Future of AI, Arm Everywhere, Making AI Within Reach |
| JW.com (JW) | July 20, 2026 |
Liu Yunquan’s Team at Peking University’s School of Physics Proposes a Nano “Oscillator,” Realizing a New Method for Femtosecond Coherent Light Sources and Free-Electron Wave Function Shaping Liu Yunquan’s Research Group at Peking University’s School of Physics Proposes a Nano “Wave Shaper,” Enabling a New Approach to Femtosecond Coherent Light Sources and Free-Electron Wave Function Shaping |
| JW.com (JW) | July 20, 2026 |
Zhi Xiang Future Unveils Multimodal Creative AI “vivago R1,” Supporting Unlimited Video Generation and Editing Zhi Xiang Wei Lai Unveils Multimodal Creative AI “vivago R1”: Supports Unlimited-Length Video Generation and Editing |
| JW.com (JW) | July 20, 2026 |
Xinhua News Agency Authoritative Report: China’s Finished Humanoid Robots Account for More Than Half of the World’s Total Xinhua News Agency Authoritative Report | China’s Finished Humanoid Robot Products Account for More Than Half of the Global Total |
| JW.com (JW) | July 20, 2026 |
Behind the AI Boom, Statistics Plays a Key Role Behind the AI Boom, Statistics Plays a Key Role |
| JW.com (JW) | July 20, 2026 |
Scientists Develop a More Durable and Wear-Resistant Silver Coating Scientists have developed a more durable and wear-resistant silver coating |
| JW.com (JW) | July 20, 2026 |
With AI and hydropower, it’s not enough for them to simply be available—they must also be easy to use AI + Hydropower: It Must Be Not Only “Available” but Also “Easy to Use” |
| JW.com (JW) | July 20, 2026 |
Facing AI Governance Challenges, China Leads Global Collaborative Governance Facing AI Governance Challenges, China Leads Global Collaborative Governance |
| JW.com (JW) | July 20, 2026 |
Xinhua Net Tech Observer: Physical AI—From the WAIC Booth to the “Battlefield” of Real Industry Xinhua Net Tech Watch | Physical AI: From the WAIC Booth to the “Battlefield” of Real-World Industry |
| Power Electronics News | July 20, 2026 |
Diodes Acquires ElevATE to Expand Its ATE IC Portfolio Diodes Acquires ElevATE to Expand ATE IC Portfolio |
| Power Electronics News | July 20, 2026 |
Power Electronics Course with QSPICE (Episode 14): Supercapacitors in Power Electronics Power Electronics Course with QSPICE (Episode 14): Supercapacitors in Power Electronics |
| 3D InCites | July 20, 2026 |
Rapidus and Cadence Partner on Agent-Based AI for Advanced SoC Design Rapidus and Cadence Partner on Agentic AI for Advanced SoC Design |
| Nikkei Asia (Semi) | July 20, 2026 |
Taiwan: Former TSMC Employee Allegedly Stole and Sold Chip Secrets to China Taiwan alleges that former TSMC employees stole chip secrets to sell to China |
| 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: An In-Depth Look at Chiplets, RF, and AI-Driven Design Keysight Design Engineering Software at DAC 2026: A Deep Dive into Chiplets, RF, and AI-Driven Design |
| SemiWiki | July 20, 2026 |
Tuple Technologies Develops AI-Driven Infrastructure at DAC 2026 Tuple Technologies Develops AI-powered Infrastructure at the 2026 DAC |
| SemiWiki | July 20, 2026 |
CEO Interview with Dr. Il Park of Primemas CEO Interview with Dr. Il Park of Primemas |
| SemiWiki | July 20, 2026 |
CEO Interview with Mohit Gupta of TYLsemi CEO Interview with Mohit Gupta of TYLsemi |
| EE Times China | July 20, 2026 |
Shanghai’s Humanoid Robot Pilot Production Service Platform Officially Launches: Annual Production of 2,000 Complete Units Shanghai’s Humanoid Robot Pilot Production Service Platform Officially Launched: Annual Production of 2,000 Complete Units |
| EE Times China | July 20, 2026 |
Ministry of Industry and Information Technology Releases Report on Industrial and Information Technology Development for the First Half of 2026: Integrated Circuit Exports Up 88.7%, Smart Computing Capacity Reaches 2,185 EFLOPS Ministry of Industry and Information Technology Releases Report on Industrial and Information Technology Development for the First Half of 2026: Integrated Circuit Exports Up 88.7%, Smart Computing Capacity Reaches 2,185 EFLOPS |
| EE Times China | July 20, 2026 |
Major South Korean Silicon Wafer Maker Announces ‘Strategic Shift’: Cuts U.S.-Made SiC, Focuses on Silicon Wafers for AI South Korean Silicon Wafer Leader Makes a “Strategic Shift”: Cuts Back on U.S.-Made SiC, Bets on AI Silicon Wafers |
| EE Times China | July 20, 2026 |
SIA: Global Semiconductor Sales Reach $120.6 Billion in May 2026, Doubling Year-Over-Year; China’s Integrated Circuit Exports Rise 96.1% in the First Half SIA: In May 2026, global semiconductor sales reached $120.6 billion, doubling year-over-year; China’s integrated circuit exports grew 96.1% in the first half of the year |
| EE Times China | July 20, 2026 |
Innovation Across the Entire Hardware and Software Stack: GigaDevice’s GD32 Builds an Innovative Ecosystem on a Single Chip, Making Edge AI Easily Accessible Breaking Through the Full Hardware and Software Stack: GigaDevice’s GD32 Builds an Innovative Ecosystem on the Chip, Making Edge AI Accessible |
| EE Times China | July 20, 2026 |
How Will RISC-V Capitalize on the Opportunities of the Era of Physical AI? How Can RISC-V Seize the Opportunities of the Era of Physical AI? |
| EE Times China | July 20, 2026 |
Kimi K3 Causes Computing Power Shortage; “Dark Side of the Moon” Suspends Consumer Subscriptions—Opportunity for Domestic GPUs to Expand Kimi K3 Causes Computing Power Shortage; “Dark Side of the Moon” Suspends Consumer Subscriptions; Opportunity for Domestic GPUs to Expand |
| EE Times China | July 20, 2026 |
realme Officially Announces Withdrawal from the Chinese Market to Focus on Overseas Markets: OPPO Sub-Brand Restructures Strategy Amid Soaring Storage Costs and Internal Brand Competition realme Officially Announces Withdrawal from the Chinese Market to Focus on Overseas Markets: OPPO Subsidiary Restructures Strategy Amid Soaring Storage Costs and Internal Brand Competition |
| EE Times China | July 20, 2026 |
Foxconn Secures Its First Major AI Server Order from SpaceX Worth $52 Billion, Breaking Dell and AMD’s Monopoly Foxconn Lands First $52 Billion AI Server Contract from SpaceX, Breaking the Monopoly Held by Dell and Supermicro |
| EE Times China | July 20, 2026 |
SenseTime Collaborates with Guoxing Aerospace to Launch Computing Power Satellites, Aiming to Build a Space Computing Power Constellation of 1,000 Satellites and 10,000 P by 2030 SenseTime Collaborates with Guoxing Aerospace to Launch Computing Power Satellites, Aiming to Build a Space Computing Power Constellation of 1,000 Satellites and 10,000 P by 2030 |
| EE Times China | July 20, 2026 |
Samsung Lays Off 739 Employees in New Jersey as Part of U.S. Headquarters Relocation; Mobile Business May Post First-Ever Loss Samsung Relocates U.S. Headquarters: 739 Layoffs in New Jersey; Mobile Business May Face First-Ever Loss |
| EE Times China | July 20, 2026 |
TSMC to Invest $265 Billion to Expand Production in Arizona; Huang Wen-de: “We Will Never Give In to the AI Mega-Wave” TSMC Invests $265 Billion to Expand Production in Arizona; Huang Wende: “We Will Never Give In to the AI Superwave” |
| EE Times China | July 20, 2026 |
Hands-On with the Arc Gaming Handheld: Playing AAA Titles at High Graphics Settings Is Possible, But… Hands-on with the Arc Gaming Handheld: Playing AAA Titles at High Settings Is Actually Possible, But… |
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