Today’s semiconductor news highlights the accelerating global efforts to build AI infrastructure and strengthen the manufacturing supply chain. Of particular note is AMD’s collaboration with the South Korean government to build an AI ecosystem and its deepening of strategic ties with Samsung Electronics for the supply of HBM4.Additionally, while production of NVIDIA’s next-generation GB300 GPU has begun at TSMC’s Arizona plant, the advanced packaging process still requires transportation to Taiwan, highlighting that challenges remain on the path to full localization.Meanwhile, Synopsys is promoting the automation of EDA design using AI through partnerships with Intel and NVIDIA, clearly illustrating how AI is driving efficiency across the semiconductor industry—from design through manufacturing to packaging.Furthermore, infrastructure investment supporting cutting-edge processes is intensifying—including the competition between Samsung and SK Hynix to secure manufacturing equipment and Zeiss’s efforts to resolve bottlenecks in EUV lithography systems. The entire industry is making an all-out effort to drive technological innovation and expand supply capacity in order to meet the explosive growth in AI demand.
TOC
Main News
- Samsung Turns Collaboration with AMD and OpenAI into a Winning Chip in HBM4 Supply
Samsung Electronics is strengthening its strategic partnerships with AMD and OpenAI, aiming to establish its advantage in securing the supply rights for HBM4, the next-generation memory. With the rapid expansion of the AI market and the surge in demand for high-performance memory, Samsung is differentiating itself from competitors by integrating its manufacturing technology and ecosystem. This collaboration serves as a crucial stepping stone for Samsung to take the lead in supplying memory, which is the core of AI infrastructure. - NVIDIA’s First U.S.-Made GB300 GPU Begins Shipping from TSMC’s Fab 21 in Arizona
Production of NVIDIA’s next-generation AI chip, the GB300, using a 4nm process has begun at TSMC’s Arizona facility (Fab 21).While this marks a major step toward local production and consumption of semiconductors in the U.S., the final CoWoS packaging process still requires the chips to be shipped to Taiwan. Although the goal is to reduce geopolitical risks, this demonstrates that the complete relocation of advanced back-end technologies to the U.S. will still require time and infrastructure development. - South Korean Government and AMD Collaborate to Build AI Semiconductor Ecosystem
South Korea’s Ministry of Science and ICT and AMD have signed a memorandum of understanding (MOU) regarding cooperation in the field of AI semiconductors. The goal is to build a heterogeneous AI computing infrastructure that combines AMD’s CPUs and GPUs with South Korean-made NPUs.Furthermore, efforts will be made to establish an AMD AI Research Center in South Korea, conduct joint research on “AI for Science,” and cultivate specialized talent. This will strengthen the competitiveness of South Korea’s AI semiconductor industry and accelerate its integration into the global technology ecosystem. - Samsung’s AI chip partnership with Broadcom, Hyundai’s expansion of robot promotion, and the expected $200 billion
Samsung Electronics and Broadcom have partnered on AI chip development, and a large-scale project is underway in conjunction with Hyundai’s expansion of its robotics business. The economic impact of this partnership is expected to exceed 200 billion dollars, and the creation of next-generation industries that combine AI and robotics is anticipated. Samsung will strengthen its presence as a foundry and serve as a hub connecting Broadcom’s design expertise with Hyundai’s application capabilities. - Synopsys and Intel Foundry Expand AI-Powered EDA Collaboration for Intel 14A
Synopsys and Intel Foundry have strengthened their EDA (Electronic Design Automation) collaboration for Intel’s cutting-edge 14A process.The introduction of AI-powered design tools will significantly improve the efficiency and optimization of chip design. This collaboration will serve as an essential technological foundation for Intel as it expands its foundry business to include contract manufacturing at leading-edge nodes, and will strongly support the reduction of time-to-market from design to manufacturing. - Synopsys and NVIDIA Advance Autonomous AI Agents for Chip Design and Engineering
Synopsys and NVIDIA are deepening their collaboration to develop autonomous AI agents that automate the chip design process.By using AI to assist design engineers and autonomously optimize the increasingly complex semiconductor design process, the companies aim to shorten development cycles and reduce costs. The integration of the two companies’ technologies has the potential to fundamentally transform semiconductor development in the AI era and is expected to dramatically boost design productivity. - Samsung and SK Hynix are rushing to secure chip manufacturing equipment before the equipment delivery deadline is less than a year away.
With the increasing demand for AI, Samsung Electronics and SK Hynix are scrambling to secure semiconductor manufacturing equipment. Currently, lead times for major manufacturing equipment are nearly a year, and delays in capital investment pose a risk to expanding production capacity. Both companies are strengthening negotiations with suppliers and making upfront investments to avoid future supply shortages and strengthen their strategic moves to maintain increased production capacity for cutting-edge memory. - Zeiss strives to overcome ASML’s EUV optics bottleneck in preparation for the AI chip boom.
Zeiss, a supplier of essential optical components for ASML’s EUV lithography equipment, is focusing on increasing production capacity to meet the surge in demand driven by the AI chip boom. The supply of EUV equipment is a bottleneck in semiconductor miniaturization, and Zeiss’s ability to supply optical technology will significantly impact the overall production volume of the industry. Through improvements to its manufacturing processes and capital investments, the company aims to maximize ASML’s equipment shipping capacity and contribute to alleviating the shortage of AI semiconductors. - Pending Holdings to Invest 10 Billion Yuan to Build a High-End AI PCB Smart Manufacturing Base in Shenzhen’s Third Industrial Park
Pending Holdings announced that it will invest 10 billion yuan to build an AI-enabled high-end PCB (printed circuit board) manufacturing facility in Shenzhen.The company plans to make a total of three 10-billion-yuan investments within the year, bringing the total investment to over 33.7 billion yuan. The aim is to significantly expand production capacity in China to meet the demand for high-density, high-performance circuit boards—which are essential for AI servers and high-performance computing—and to solidify its position in the global supply chain. - GPU Price Tracker 2026: Today’s Lowest Prices for Graphics Cards from NVIDIA, AMD, and Intel
Reflecting AI demand and trends in the gaming market, prices for graphics cards from major manufacturers—NVIDIA, AMD, and Intel—continue to fluctuate.Today’s market survey tracked the lowest prices for each company’s latest GPUs. Demand for AI training and inference applications remains high, and the balance between supply and price continues to affect market liquidity. Consumers are still being forced to prioritize value for money in their purchasing decisions.
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News List (234 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | July 27 |
CXMT Tops A-Share Market Capitalization Rankings on Its IPO Debut CXMT Tops A-Share Market Capitalization on Its IPO Debut |
| DIGITIMES | July 27 |
Samsung Turns Partnerships with AMD and OpenAI into HBM4 Supply Wins Samsung Converts AMD and OpenAI Partnerships into HBM4 Supply Wins |
| DIGITIMES | July 27 |
India’s Paras Defense to Invest in OSAT Facility in Madhya Pradesh India’s Paras Defense Semiconductor Unit to Invest in an OSAT Facility in Madhya Pradesh |
| DIGITIMES | July 27 |
Qualcomm Notifies Customers of Double-Digit Chip Price Hike Starting in September Qualcomm Tells Customers Chip Prices Will Rise by Double Digits Starting in September |
| DIGITIMES | July 27 |
Samsung and Broadcom’s AI chip partnership, along with Hyundai’s expansion of its robotics initiatives, is expected to generate over $200 billion Samsung’s AI chip deal with Broadcom is expected to exceed US$200 billion as Hyundai expands its robotics efforts |
| DIGITIMES | July 28, 11:37 |
Samsung Aims to Cut Costs and Expand Its Share of the Low-Priced Smartphone Market in China by Sourcing DRAM from China Samsung is looking to source DRAM from China to cut costs and expand its share of the budget smartphone market in China |
| DIGITIMES | July 28, 11:33 |
SK Hynix’s HBM Paradox: Surging DDR5 Demand Paves the Way for HBM4 Price Hikes SK Hynix’s HBM Paradox: DDR5 Surge Provides Leverage for HBM4 Price Hikes |
| DIGITIMES | July 28, 10:44 a.m. |
Eiso Raises NT$300 Million to Accelerate Expansion in AI, Aerospace, and Defense PCBs Eiso Raises NT$300M to Accelerate Expansion of PCBs for AI, Aerospace, and Defense |
| DIGITIMES | July 28, 10:31 |
Cadence Raises 2026 Outlook Following Strong Earnings, Suggesting Major Intel Contract Will Drive Revenue Cadence Raises 2026 Outlook After Record Quarter, Cites Major Intel Deal as Revenue Driver |
| DIGITIMES | July 28, 10:27 |
Fierce Competition Erupts in the Smart Glasses and AI Device Markets; China Nears 80% of Global Market Share Smart glasses Spark a Battle Among AI Devices as China Approaches an 80% Global Market Share |
| DIGITIMES | July 28, 10:27 |
SK Hynix Chairman Says Anthropic Is Seeking AI Chip Supply from SK Hynix Anthropic Seeks SK Hynix as AI Chip Supplier, SK Chairman Says |
| DIGITIMES | July 28, 10:16 |
Robot Boom Heats Up as Taiwanese Chipmakers Race to Catch Up Robot boom heats up as Taiwanese chipmakers race to catch up |
| DIGITIMES | July 28, 10:08 |
China May Have Begun Production of Domestic DUV Chip Manufacturing Equipment; A Threat to ASML’s Monopoly on Semiconductor Equipment China reportedly begins manufacturing its own DUV chipmaking tools; threatens ASML’s stranglehold on semiconductor equipment |
| DIGITIMES | July 28, 10:07 |
Nvidia Restructures Asia’s AI Supply Chain, Raising New Questions About Taiwan’s Competitive Edge Nvidia is reshaping Asia’s AI supply chain, raising new questions about Taiwan’s competitive edge |
| DIGITIMES | July 28, 9:58 a.m. |
Samsung and SK Hynix Rush to Secure Chip Manufacturing Equipment Ahead of a Delivery Deadline Less Than a Year Away Samsung and SK Hynix are racing to secure chipmaking tools before equipment lead times reach one year |
| DIGITIMES | July 28, 7:54 a.m. |
Zeiss Strives to Overcome ASML’s EUV Optical Bottleneck Amid the AI Chip Boom Zeiss Races to Break ASML’s EUV Optics Bottleneck to Fuel the AI Chip Boom |
| EE Times (US) | July 28, 2026 |
AMD Fires Warning Shots as It Unveils New Data Center GPUs Warning Shots Fired as AMD Announces New Data Center GPUs |
| EE Times (US) | July 28, 2026 |
Automotive Ethernet and Time-Sensitive Networking (TSN) for Next-Generation Vehicles Automotive Ethernet and Time-Sensitive Networking (TSN) for Next-Generation Vehicles |
| EE Times (US) | July 27, 2026 |
Bringing Inference to the Patient: Systems Architecture for Healthcare Edge AI Bringing Inference to the Patient: Systems Architecture for Healthcare Edge AI |
| EE Times (US) | July 27, 2026 |
Adaptive Hardware Could Change How EV Chargers Are Designed Adaptive Hardware Could Change How EV Chargers Are Designed |
| EE Times (US) | July 27, 2026 |
CXMT IPO: Where Does China’s Largest DRAM Maker Stand Now? CXMT IPO: Where Does China’s Largest DRAM Maker Stand? |
| Nikkei Tech Foresight | July 27, 2026 | [Patent] Asahi Kasei Group Achieves High Signal-to-Noise Ratio with InSb Semiconductors for Sensors |
| Nikkei Tech Foresight | July 27, 2026 | The University of Tokyo and Others Make Progress on 2D Semiconductor MoS2; Device Operates on Directly Grown Wafer |
| Nikkei Tech Foresight | July 27, 2026 | imec CEO: “Computational Efficiency of AI Semiconductors to Increase 10-Fold”; Scaling Has Reached Its Limit |
| Nikkei Tech Foresight | July 27, 2026 | Japanese Startups Enter Space Data Center Market; Self-Healing Semiconductors Drive Down Costs |
| Mynavi News Tech Plus | July 27, 2026 | Amkor and NVIDIA Partner on Cutting-Edge AI Packaging; NVIDIA Pays $1.5 Billion Upfront |
| Mynavi News Tech Plus | July 27, 2026 | South Korean Government and AMD Collaborate to Build an AI Semiconductor Ecosystem |
| Mynavi News Tech Plus | July 27, 2026 | Mitsui Fudosan and Kumamoto Prefecture Establish Operating Corporation for Kumamoto Science Park |
| Mynavi News Tech Plus | July 27, 2026 | Toyo Engineering Wins Order to Build a Developer Solution Manufacturing Plant from a South Korean Semiconductor Chemical Manufacturer |
| TrendForce | July 28, 2026 |
China Reportedly Set to Begin Mass Production of Immersion DUV Tools; Shipments from SMIC, Huahong, and CXMT Expected by the End of This Year China Reportedly Begins Mass Production of Immersion DUV Tools; Deliveries from SMIC, Hua Hong, and CXMT Expected This Year |
| TrendForce | July 28, 2026 |
Shenzhen to Launch Two New Semiconductor Projects Worth 20 Billion Yuan, Focusing on AI Servers and 12-Inch Wafers Shenzhen Adds Two RMB 10-Billion Semiconductor Projects Focused on AI Servers and 12-Inch Wafers |
| TrendForce | July 28, 2026 |
Samsung Display Revives Asan OLED Expansion Plan Worth 67 Trillion Won Samsung Display Revives Asan OLED Expansion Plan Worth 67 Trillion Won |
| TrendForce | July 27, 2026 |
Second-Quarter Memory Revenue Forecasts: Focus on Trends at Samsung, SK Hynix, and Kioxia Q2 Memory Earnings Preview: What to Watch for from Samsung, SK hynix, and Kioxia |
| TrendForce | July 27, 2026 |
CXMT’s 471% surge in its opening share price has made it China’s largest publicly traded company and reshaped the dynamics of the global memory market CXMT’s 471% Debut on the STAR Market Makes It China’s Top Listed Company, Reshaping Global Memory Dynamics |
| Semiconductor Digest | 12 hours ago |
New quantum materials and chip architectures address the key barriers to scaling up quantum computers to 1 million qubits New Quantum Material and Chip Architecture Tackle a Key Barrier to Scaling Quantum Computers to 1 Million Qubits |
| Semiconductor Digest | 12 hours ago |
Synopsys and Intel Foundry Accelerate Customer Readiness from Silicon to System on the Intel 14A Process Synopsys and Intel Foundry Accelerate Customer Readiness from Silicon to Systems on Intel 14A |
| Semiconductor Digest | 12 hours ago |
THL Completes Sale of AMI to Lattice Semiconductor THL Completes Sale of AMI to Lattice Semiconductor |
| Semiconductor Digest | 13 hours ago |
Siemens Advances Self-Verifying Agentic AI Workflows for Semiconductor and PCB Design Siemens Advances Self-Verifying Agentic AI Workflows for Semiconductor and PCB Design |
| Semiconductor Digest | 13 hours ago |
CEA and Playground Global Sign a Strategic Memorandum of Understanding to Promote the Development of Next-Generation Deep Tech Companies The CEA and Playground Global Sign a Strategic Memorandum of Understanding to Advance the Next Generation of Deep Technology Companies |
| Semiconductor Digest | 13 hours ago |
AI-Driven Demand Supports Robust Growth in Hong Kong’s June Exports AI-Driven Demand Sustains Robust Growth of Hong Kong’s June Exports |
| Semiconductor Digest | 13 hours ago |
Keysight Certifies Electromagnetic Design Software for Intel Foundry’s Latest Processes Keysight Certifies Electromagnetic Design Software for Intel Foundry’s Latest Processes |
| The Nikkei | July 28, 2026 | Hong Kong Stocks at Midday: Fall Back After Morning Gains; South Korean Stock Plunge Spills Over |
| The Nikkei | July 28, 2026 | Tokyo Stock Exchange Afternoon Session Open: Nikkei Average Resists Further Declines, Supported by Dip-Buying |
| The Nikkei | July 28, 2026 | Shanghai Stocks Fall at Midday; Decline Spreads from Tech Stock Slump in Japan and South Korea |
| The Nikkei | July 28, 2026 | Nikkei Average Falls 3,000 Yen at One Point; AI Stocks Plunge Again on News from South Korea; Kioxia Hits Daily Limit Down |
| The Nikkei | July 28, 2026 | One-Year Returns for Developed-Market Equity Mutual Funds: Semiconductor-Related Funds Rank Highest |
| The Nikkei | July 28, 2026 | Tokyo Stock Exchange Midday Close: Nikkei Average Falls 2,884 Yen; Semiconductor Stocks Fall Across the Board |
| The Nikkei | July 28, 2026 | Nikkei Average Falls Again; Morning Close Down 2,884 Yen at 62,046 Yen |
| The Nikkei | July 28, 2026 | Midday Trading in Emerging Market Stocks: Growth 250 Index Falls as Risk-Aversion Selling Spreads |
| The Nikkei | July 28, 2026 | Nikkei Average at Midday: Down 2,884 yen to 62,046 yen |
| The Nikkei | July 28, 2026 | Continued: Reasons to Buy Japan |
| Diamond Online | July 27, 9:00 p.m. | The Crucial Difference Between Chinese and U.S. AI: Xi Jinping’s Strategy for “Price Disruption” and Its Chances of Success |
| Diamond Online | July 27, 8:00 p.m. | China’s Economic Growth Hits Lowest Level Since the Pandemic… Mixed Outlook for Japanese Companies Amid Sluggish Domestic Demand and Polarization |
| Diamond Online | July 27, 7:55 p.m. | Ranking of Growth Stocks with “High Potential for Massive Gains” [150 Stocks Set to Grow in 5 Years] 23rd: Rakuten Bank, 21st: Murata Manufacturing, 10th: Ibiden—Who Takes the Top Spot? |
| Diamond Online | July 27, 7:45 p.m. | The CEO of Noetora, a government-backed AI infrastructure development company, discusses the prospects for “Japan’s Counterattack”… What is the significance of Japan’s largest AI data center, and how will the company leverage the unique expertise of its 44 investors? |
| Diamond Online | July 27, 7:35 p.m. | Electronics Industry Salary Rankings [Top 6 Companies]: NEC, Last Year’s No. 1, Slips to 3rd Place; Hitachi Takes 2nd—Which Company Jumped to the Top with an Average Annual Salary “Exceeding 10 Million Yen”? |
| Diamond Online | July 27, 7:15 p.m. | U.S. Financial Markets Unfazed by Anything: Conditions That Could Shatter the “Strange Stability” of Stock Prices, the VIX, and Corporate Bonds |
| Diamond Online | July 27, 7:00 p.m. | Signs of Another Bubble: U.S. Investors Buying Extremely Overvalued ADRs |
| Diamond Online | July 27, 2:00 PM | [Scoop] Price Revealed for Chinese BYD’s First Kei EV, the “RACCO”! Even with a 430,000-yen subsidy, the “effective price is in the 1 million yen range”—set to make a bold entry into Japan’s kei car market |
| Diamond Online | July 26, 9:10 p.m. | The Greatest Risk of the AI Bubble Is OpenAI’s Collapse |
| Diamond Online | July 26, 8:30 p.m. | [Free Access] Mitsubishi Chemical’s New CEO Asserts “There Will Be Another Round of Restructuring” in the Petrochemical Business! Which Units Are Candidates for Sale at Mitsubishi Tanabe? |
| Diamond Online | July 26, 8:05 p.m. | Google’s Resilience: Shrugging Off Concerns Over AI Spending |
| Diamond Online | July 26, 7:55 p.m. | With Approximately 390 Billion Yen in Government Support, a Massive AI Data Center Is Set to Be Built; Domestic AI Developer “Noetora” to Install About 380 Racks of NVIDIA’s Latest AI Servers… The Full Scope of the Domestic Physical AI Plan, in Which SoftBank Holds the Key |
| Diamond Online | July 26, 7:40 p.m. | General Contractor Salary Rankings [12 Major and Mid-Sized Companies]: Which Mid-Sized General Contractor Surpassed Shimizu Corporation in Annual Income? What Is the Average Annual Income at Kajima, Which Has Sales Exceeding 3 Trillion Yen? |
| Diamond Online | July 25, 9:05 p.m. | Even If the AI Revolution Is Real, Here’s Why Stock Prices Might Still Fall |
| Tom’s Hardware | July 28, 2026, 4:47 a.m. |
MSI and Colorful Raise Prices on the Entire Nvidia RTX 50 Series Lineup in China by Up to 59% MSI and Colorful have raised prices for the Nvidia RTX 50 series in China by up to 59% across their entire product lineups |
| Tom’s Hardware | July 28, 2026, 4:03 a.m. |
OpenAI, Google, and Anthropic Will Not Join the Nvidia-Led Open Secure AI Alliance OpenAI, Google, and Anthropic are not joining the Nvidia-led Open Secure AI Alliance |
| Tom’s Hardware | July 28, 2026, 3:40 a.m. |
Moonshot AI Releases Kimi-K3 Weights, Delivering a Warning Blow to OpenAI and Anthropic Moonshot AI releases weights for Kimi-K3, sending a warning shot across the bow to OpenAI and Anthropic |
| Tom’s Hardware | July 28, 2026, 2:24 a.m. |
GPU Price Tracker 2026: Today’s Lowest Prices for Graphics Cards from Nvidia, AMD, and Intel GPU Price Tracking 2026: Today’s Lowest Prices on Every Graphics Card from Nvidia, AMD, and Intel |
| Tom’s Hardware | July 28, 2026, 1:51 a.m. |
According to reports, China has begun mass production of domestically produced immersion-type chip manufacturing equipment, marking a major breakthrough. China Begins Mass Production of Domestically Developed Immersion Chip-Making Machines in a Major Breakthrough, Report Claims |
| Tom’s Hardware | July 28, 2026, 1:42 a.m. |
RAM Price Tracking 2026 RAM Price Tracking 2026 |
| Tom’s Hardware | July 28, 2026, 12:39 a.m. |
Why Aren’t MMO Mice Exclusively for Gaming? Why an MMO Mouse Isn’t Just for Gaming |
| Tom’s Hardware | July 28, 2026, 12:04 a.m. |
Upgrading the MSI Claw 8 EX AI+ Portable Gaming PC with a 2TB SSD Upgrading an MSI Claw 8 EX AI+ Handheld Gaming PC with a 2TB SSD |
| Tom’s Hardware | July 28, 2026, 12:01 a.m. |
Intel Unveiled Its Iconic Core 2 Duo Series 20 Years Ago Intel unveiled its iconic Core 2 Duo family 20 years ago |
| Tom’s Hardware | July 27, 2026, 10:34 p.m. |
According to reports, Nvidia is considering providing a $250 billion guarantee to enable OpenAI to lease SoftBank’s 10-gigawatt campus in Ohio. Nvidia is considering a $250 billion guarantee so that OpenAI can lease SoftBank’s 10-gigawatt campus in Ohio, according to a report |
| TechPowerup | July 28, 2026, 4:19:09 AM UTC |
Hyper Dash VR Shooter Shuts Down With Final Update Adding Offline Gameplay Hyper Dash VR Shooter Shuts Down With Final Update Adding Offline Gameplay |
| TechPowerup | July 28, 2026, 12:23:34 AM +00:00 |
A spin-off of *Edge Runners*—an online multiplayer cyberpunk 2.5D brawler—may be in development. An Online Multiplayer 2.5D Cyberpunk Brawler Spin-Off Based on *Edgerunners* May Be in Development |
| TechPowerup | July 27, 2026, 11:38:27 PM +00:00 |
Ubisoft Adds Free PC Licenses to Xbox Digital Game Purchases Ubisoft Adds a Free PC License to Xbox Digital Game Purchases |
| TechPowerup | July 27, 2026, 10:58:44 PM UTC |
Palworld Management Reassures Gamers About Plans to End the Game Palworld Executive Reassures Gamers About End-of-Life Plans |
| TechPowerup | July 27, 2026, 10:12:27 PM +00:00 |
NVIDIA RTX Spark Laptop Found on the Roadside and Reviewed Before Official Launch NVIDIA RTX Spark Laptop Found on the Roadside Gets Reviewed Before Official Launch |
| TechPowerup | July 27, 2026, 8:14:53 PM +00:00 |
After the PvE update caused a spike, the number of players in Marathon has declined again Marathon Player Counts Decline Again After PvE Update Causes Spike |
| TechPowerup | July 27, 2026, 5:59:23 PM +00:00 |
Reports Say NVIDIA and OpenAI Have Discussed a $250 Billion Deal for a 10-Gigawatt Data Center in Ohio NVIDIA and OpenAI Are Reportedly Discussing a $250 Billion Deal for a 10-Gigawatt Data Center in Ohio |
| TechPowerup | July 27, 2026, 5:06:35 PM +00:00 |
TSMC Reaches Milestone of 20,000 Wafers Per Month on 2nm Process TSMC Hits 20,000 Wafers Per Month Milestone on 2 nm Node |
| TechPowerup | July 27, 2026, 4:58:42 PM +00:00 |
Due to an Xbox outage, players were unable to access their games or accounts for more than 12 hours Xbox Outage Leaves Players Unable to Access Games and Accounts for Over 12 Hours |
| TechPowerup | July 27, 2026, 4:38:30 PM UTC |
Ubisoft Cancels One Far Cry Game and Launches Another Ubisoft Cancels One Far Cry Game and Launches Another |
| TechPowerup | July 27, 2026, 4:22:43 PM +00:00 |
Valve Faces Price Hikes for Steam Frame VR Headset Ahead of Launch Valve Faces Price Hikes for Steam Frame VR Headset Ahead of Launch |
| TechPowerup | July 27, 2026, 3:25:42 PM +00:00 |
Lattice Semiconductor Completes Acquisition of AMI Lattice Semiconductor Completes Acquisition of AMI |
| EETimes Taiwan | July 28, 2026 |
The Three Challenges Facing Europe’s “Chip Act 2.0” The Three Challenges Facing Europe’s “Chip Act 2.0” |
| EETimes Taiwan | July 28, 2026 |
Why Is AR Display Technology Still Lacking? A 75-Year-Old Optical Concept Offers a New Solution Why Is AR Display Technology Still Lacking? A 75-Year-Old Optical Concept Offers a New Solution |
| EETimes Taiwan | July 28, 2026 |
Revenue for the World’s Top 10 Semiconductor Foundries Rises 3.7% Quarter-Over-Quarter in Q1 Revenue for the world’s top 10 semiconductor foundries rose 3.7% quarter-over-quarter in the first quarter |
| EETimes Taiwan | July 27, 2026 |
The Rise of AI-Powered Drone Interception Is Sparking a New Form of “Drone Warfare” The Rise of AI-Powered Drone Interception Sparks a New Form of “Drone Showdown” Warfare |
| EETimes Taiwan | July 27, 2026 |
Xiaomi Gaming Mouse 2 Teardown: How Does True 8K Wireless Avoid Speed Loss? Xiaomi Gaming Mouse 2 Teardown: How Does True 8K Wireless Avoid Speed Drops? |
| EETimes Taiwan | July 27, 2026 |
The FOPLP and Glass Substrate Markets Are Projected to Exceed $8 Billion by 2030 The FOPLP and Glass Substrate Market Size Is Expected to Exceed $8 Billion by 2030 |
| EETimes Asia | July 28, 2026 |
Synopsys and Intel Foundry Expand AI-Powered EDA Collaboration for Intel 14A Synopsys and Intel Foundry Expand AI-powered EDA Collaboration for Intel 14A |
| EETimes Asia | July 28, 2026 |
TrendForce: NVIDIA and Broadcom Begin Mass Production of CPO Switches TrendForce: NVIDIA and Broadcom Begin Volume Production of CPO Switches |
| EETimes Asia | July 28, 2026 |
DigiKey and Arduino Launch Dream Lab Challenge with $20,000 in Prizes DigiKey and Arduino Launch Dream Lab Challenge with $20,000 in Prizes |
| EETimes Asia | July 28, 2026 |
Power Electronics Market Enters a New Phase of Growth Power Electronics Market Enters a New Phase of Growth |
| EETimes Asia | July 27, 2026 |
Amid a memory shortage, global PC shipments declined for the first time since the first quarter of 2025 Global PC Shipments Fall for the First Time Since the First Quarter of 2025 Amid a Memory Shortage |
| EETimes Asia | July 27, 2026 |
Advantech Launches AMD EPYC 9006-Powered Servers for AI and Edge Infrastructure Advantech Launches AMD EPYC 9006-powered Servers for AI and Edge Infrastructure |
| EETimes Asia | July 27, 2026 |
Synopsys and NVIDIA Advance Autonomous AI Agents for Chip Design and Engineering Synopsys and NVIDIA Advance Autonomous AI Agents for Chip Design and Engineering |
| EETimes Asia | July 27, 2026 |
AI Infrastructure Transforms Data Centers into the Chip Industry’s Next Strategic Battleground AI Infrastructure Shifts Data Centers into the Chip Industry’s Next Strategic Battleground |
| EETimes India | July 27, 2026 |
India’s Mobile Phone Manufacturing Boom Drives Exports, Jobs, and Women’s Employment India’s Mobile Manufacturing Boom Driving Exports, Jobs, and Women’s Employment |
| ZDNET Korea | July 28, 2026 |
KG Mobility Reports 8.8 Billion in Second-Quarter Operating Profit… Down 50.8% Year-Over-Year KG Mobility Reports 2Q Operating Profit of 8.8 Billion… Down 50.8% Year-Over-Year |
| ZDNET Korea | July 28, 2026 |
Hanwha Systems Reports 219% Increase in Second-Quarter Operating Profit, Driven by Defense Exports Hanwha Systems Reports 219% Increase in Second-Quarter Operating Profit, Driven by Defense Exports |
| ZDNET Korea | July 28, 2026 |
“Can withstand temperatures as high as 2,400 degrees”… China Develops Metal Alloy Resistant to Extremely High Temperatures “Unfazed Even at 2,400 Degrees”… China Develops Metal Alloy That Withstands Ultra-High Temperatures |
| ZDNET Korea | July 28, 2026 |
Second-Quarter Earnings Outlook for the Gaming Industry… Krafton, NCSoft, and Pearl Abyss Have Reason to “Smile” Second-Quarter Earnings Outlook for the Gaming Industry… Krafton, NCSoft, and Pearl Abyss Set to Post Strong Results |
| ZDNET Korea | July 28, 2026 |
Bank-Affiliated Securities Firms Post Record-High First-Half Results… Slowdown in Trading Volume in the Second Half Raises Concerns Bank-Affiliated Securities Firms Post Record-High First-Half Results… Slowdown in Second-Half Trading Volume Remains a Concern |
| ZDNET Korea | July 28, 2026 |
[The Pitfalls of AI TCO (1)] Token Costs Aren’t the Whole Story… “Data Integration” That Eats Away at Corporate Budgets [AI TCO Pitfall #1] Token Costs Aren’t the Whole Story… ‘Data Integration’ That Eats Away at Corporate Budgets |
| ZDNET Korea | July 28, 2026 |
[On the Scene] Kim Min-joon, Chairman of Okeestro: “Infrastructure Software Is the Key to Success in the AI Era”… “Okeestro 4.0” Unveiled [On the Scene] Kim Min-jun, Chairman of Orchestro: “Infrastructure Software Is the Key to Success in the AI Era”… “Orchestro 4.0” Unveiled |
| ZDNET Korea | July 28, 2026 |
Galaxy S27 Ultra: Will It Get Bigger with a 5,700 mAh Battery? … “Largest Capacity Ever” Galaxy S27 Ultra: Will the Battery Be Upgraded to 5,700 mAh? … “Largest Capacity Ever” |
| ZDNET Korea | July 28, 2026 |
Hepatitis: Collaboration Needed from Diagnosis to Treatment… Only 18% of Those Diagnosed with Hepatitis C Have Begun Treatment Hepatitis: Diagnosis Must Lead to Treatment… Only 18% of Those Diagnosed with Hepatitis C Have Begun Treatment |
| ZDNET Korea | July 28, 2026 |
Super B AI Passes KOSDAQ Technical Evaluation… Moves Forward with Listing Review Superb AI Passes KOSDAQ Technology Assessment… to Proceed with Listing Review |
| ZDNET Korea | July 28, 2026 |
Korea Financial Training Institute Appoints First Female Executive Since Its Inception First Female Executive Appointed Since the Establishment of the Korea Financial Training Institute |
| ZDNET Korea | July 28, 2026 |
Nike Launches Slippers That Massage Your Feet… “Featuring Heat and Vibration Functions” Nike Releases Slippers That Massage Your Feet… “Featuring Heat and Vibration Functions” |
| ZDNET Korea | July 28, 2026 |
BMW Motorrad Releases Limited Edition of 6 ‘F 900 GS Enduro Pro Edition’ Motorcycles BMW Motorrad Launches Limited Edition ‘F 900 GS Enduro Pro Edition’ (6 Units) |
| ZDNET Korea | July 28, 2026 |
Lenovo: “Successfully Supported the 2026 World Cup with AI” Lenovo: “Successfully Supported the 2026 World Cup with AI” |
| ZDNET Korea | July 28, 2026 |
“AI Handles Everything from Chip Design to Verification”… NVIDIA Advances Its Engineering Agents “AI Handles Everything from Chip Design to Verification”… NVIDIA Advances Its Engineering Agent |
| ZDNET Korea | July 28, 2026 |
South Korean Tire Company Launches “Jolumbonchokum” to Prevent Drowsy Driving Hankook Tire Launches “Wake-Up Gum” to Prevent Drowsy Driving |
| ZDNET Korea | July 28, 2026 |
Linked Partners with Like Corporation to Target the AI Education and Digital Twin Markets Linked Partners with Like Corporation to Target the AI Education and Digital Twin Markets |
| ZDNET Korea | July 28, 2026 |
Megazone Cloud Promoted to Top-Tier Partner for ‘Samsung Cloud Platform,’ the Only One in Korea Megazone Cloud Promoted to Top-Tier Partner for ‘Samsung Cloud Platform,’ the Only One in Korea |
| ZDNET Korea | July 28, 2026 |
KB Financial Group Develops Data Analysis and Customer Chatbot Using Gemini KB Financial Group Develops Data Analysis and Customer Chatbot Using Gemini |
| ZDNET Korea | July 28, 2026 |
Ministry of Land, Infrastructure and Transport Unveils First Practical K-UAM Service Model in Jeju Ministry of Land, Infrastructure and Transport Unveils First K-UAM Early Commercialization Service Model in Jeju |
| JoongAng Ilbo | July 28, 2026 |
China’s CXMT: Despite the Intensifying Pursuit of D-Rank, the Impact on the AI Market Remains Limited “China’s CXMT: Despite Stepping Up Its Pursuit of DRAM, Impact on the AI Market Remains Limited” |
| JoongAng Ilbo | July 28, 2026 |
Samjong Nix’s leverage plummets 25%… Circuit breakers triggered on the KOSPI and KOSDAQ Samsung Nix Plummets 25% on Leverage… Circuit Breakers Triggered on KOSPI and KOSDAQ |
| JoongAng Ilbo | July 28, 2026 |
Expectations for Home Price Rises Reach Highest Level in 4 Years and 10 Months… Consumer Sentiment Improves for Third Consecutive Month Expectations for Rising Home Prices Reach Highest Level in 4 Years and 10 Months… Consumer Sentiment Also Improves for Third Consecutive Month |
| JoongAng Ilbo | July 28, 2026 |
Professor Kim Tae-young of Meishi University Becomes First Japanese Scholar Selected for U.S.-Based Via Satellite’s “2026 Rising Stars” Professor Kim Tae-yeon of Myongji University Becomes First Korean to Be Selected for U.S.-Based Via Satellite’s “2026 Rising Stars” |
| JoongAng Ilbo | July 28, 2026 |
91% of Net Inflow of Gen Z Residents Is in the Greater Tokyo Area… “K-Shaped Polarization” in the Semiconductor Industry and New Cities 91% of Net Inflow of Gen Z Residents Is in the Greater Seoul Area… “K-shaped Polarization” in Semiconductor Industry and New Towns |
| JoongAng Ilbo | July 28, 2026 |
KOSPI Circuit Breaker Triggered… 6,300-Point Mark Breached for the First Time in Over Three Months KOSPI Circuit Breaker Triggered… 6,300 Level Breached for the First Time in About Three Months |
| BAIDU | 3 hours ago |
Semiconductor Equipment Maker Backed by SMIC Launches IPO Semiconductor equipment manufacturer backed by SMIC launches IPO |
| BAIDU | 2 hours ago |
Basic Semiconductor (09971) Makes Significant Progress at Its Shenzhen Packaging Production Line Facility; High Hopes for the Automotive and AI Sectors Basic Semiconductor (09971) Makes Major Progress at Its Shenzhen Packaging Production Line Facility; Betting on the Automotive and AI Sectors… |
| BAIDU | 4 hours ago |
Market Focus: The Philadelphia Semiconductor Index Approaches a Key Support Level Market Focus: The Philadelphia Semiconductor Index Is Approaching a Key Support Level |
| BAIDU | 4 hours ago |
Basic Semiconductor (09971) Signs Contract with China Construction Second Engineering Bureau to Build a 193.3 Million Yuan Silicon Carbide Module Packaging Facility in Shenzhen Basic Semiconductor (09971) Signs Contract with China Construction Second Engineering Bureau to Build a 193.3 Million Yuan Silicon Carbide Module Packaging Facility in Shenzhen |
| BAIDU | 6 hours ago |
Basic Semiconductor (09971): Plans to Build a Production Facility for Silicon Carbide Module Packaging Basic Semiconductor (09971): Plans to Build a Production Facility for Silicon Carbide Module Packaging |
| BAIDU | 46 minutes ago |
Tracking Major Capital Flows | Semiconductors Saw 17.687 Billion Yuan in Capital Outflows—Where Did the Major Capital Flow? Major Capital Flow Tracking | Semiconductors Hit by 17.687 Billion Yuan in Capital Outflows—Where Did the Major Capital Flow? |
| BAIDU | 1 hour ago |
Deep Ties to NASDAQ! South Korea’s Stock Market Transforms into a “Semiconductor Index,” Causing Anxiety Among Investors Deeply Tied to Nasdaq! South Korea’s Stock Market Transforms into a “Semiconductor Index,” Sparking Investor Concerns |
| BAIDU | Today |
According to first-half earnings forecasts, more than 80% of the 55 A-share-listed semiconductor companies are expected to post strong results First-half earnings forecasts show that more than 80% of the 55 A-share semiconductor companies are expected to report positive results |
| BAIDU | 3 hours ago |
Changxin’s IPO Breaks Numerous Records! Global Semiconductor Equipment Faces Supply Shortages; Institutional Investors Are Reducing Positions at High Prices and Rebalancing at Lower Levels… Changxin’s IPO Breaks Multiple Records! Global Semiconductor Equipment Supply Falls Short of Demand; Analysts: Rebalancing from High to Low… |
| BAIDU | 3 hours ago |
Japanese and South Korean Stock Markets Plunge; South Korean Stocks Hit Daily Limit Up Again—”Storage Duo” Crashes, Semiconductor Sell-Off Spreads Japanese and South Korean Stock Markets Plunge; South Korean Stocks Trigger Circuit Breaker Again! “Storage Duo” Crashes as Semiconductor Sell-Off Spreads |
| EE Times Japan | July 28, 2026 | Vicor Showcases Compact 800-48V Buck Converter for Next-Generation EVs |
| EE Times Japan | July 28, 2026 | Research and Development Amid Intensifying International Competition |
| EE Times Japan | July 28, 2026 | Chiplet Integration—Foreseen by Moore Himself—Gains Importance in the AI Era |
| EE Times Japan | July 28, 2026 | Mitsubishi Electric Unveils First SiC Module for OBCs, Replacing Four Discrete Components |
| EE Times Japan | July 27, 2026 | Automating Auditory Sensory Testing with Dedicated Microphones and AI: Detects Abnormalities in as Little as 3 Seconds |
| EE Times Japan | July 27, 2026 | Osaka University and Others Develop LED That Emits Multiple Colors from a Single Location Using a Single Material |
| EE Times Japan | July 27, 2026 | The Ongoing Shrinkage of Disc Media: Will 21st-Century Movies Survive for 1,000 Years? |
| EE Times Japan | July 27, 2026 | AI Demand Drives Wave of “300mm Wafer Adoption” in Silicon Photonics |
| EE Times Japan | July 27, 2026 | Fujitsu and Chunghwa Telecom Collaborate on APN Deployment in Taiwan |
| SemiEngineering | July 27, 2026 |
Orchestration of AI Agents to Achieve ASIC Autonomy AI Agent Orchestration for ASIC Autonomy |
| SemiEngineering | July 27, 2026 |
Preparing for AI-Driven Chip Design and Verification Preparing for AI-Driven Chip Design and Verification |
| SemiEngineering | July 27, 2026 |
Why the Semiconductor Industry Needs a Common Language for Functional Safety Why the Semiconductor Industry Needs a Common Language for Functional Safety |
| ChosunBiz | July 28, 2026 |
“Experiencing the Semiconductor Process Through a Child’s Eyes”… Visiting Tokyo Electron’s “Dream Lab” at KidZania “Experiencing the Semiconductor Process from a Child’s Perspective”… A Visit to Tokyo Electron’s KidZania ‘Dream Lab’ |
| ChosunBiz | July 28, 2026 |
Following the KOSPI, the KOSDAQ also triggered a circuit breaker… The 700-point mark is on the verge of collapsing Following the KOSPI, the KOSDAQ also triggers a circuit breaker… The 700-point mark is on the verge of collapse |
| ChosunBiz | July 28, 2026 |
[Exclusive] Government Responds to Trump’s Request… Invests $100 Million in Major U.S. Mineral Projects [Exclusive] Government Responds to Trump’s Request… Invests $100 Million in Key U.S. Mineral Projects |
| ChosunBiz | July 28, 2026 |
Koryo Zinc Expected to Post Second-Quarter Operating Profit of Nearly 600 Billion Won Despite Slowing Rise in Silver Prices… Supported by Zinc and Copper Koryo Zinc Expected to Post Q2 Operating Profit of Nearly 600 Billion Won Despite Slowing Rise in Silver Prices… Supported by Zinc and Copper |
| ChosunBiz | July 28, 2026 |
Mobilint Unveils NPU-Based Security AI Solution at ‘ISEC 2026’ Mobilin Unveils NPU-Based Security AI Solution at ‘ISEC 2026’ |
| ChosunBiz | July 28, 2026 |
KOSPI Plummets 8%, Triggering Circuit Breaker… Third Halt in July KOSPI Plummets 8%, Triggering Circuit Breaker… Third Time This July |
| ChosunBiz | July 28, 2026 |
DreamTech Establishes New DS Division and Appoints DRAM Expert from Samsung as Division Head DreamTech Establishes New DS Division and Appoints Former Samsung DRAM Expert as Head |
| ChosunBiz | July 28, 2026 |
[Stocks to Watch] Brokerage Stocks Plunge Across the Board Amid Sharp Market Decline… Mireaset and Kiwoom Down Over 8% [Featured Stocks] Brokerage Stocks Fall Across the Board Amid Stock Market Plunge… Mirae Asset and Kiwoom Down Over 8% |
| ChosunBiz | July 28, 2026 |
Semiconductor Stocks Plunge Following DUV Report in China China: Semiconductor Stocks Plunge on DUV Report |
| ChosunBiz | July 28, 2026 |
Following KOSPI, KOSDAQ also triggers a sell-side circuit breaker… “Black Tuesday” Following the KOSPI, the KOSDAQ Also Triggers a Sell-Side Circuit Breaker… “Black Tuesday” |
| WccfTech | July 28, 2026 |
NVIDIA Raises Graphics Card Prices for the Third Time This Year by Up to 30%—Retailers in a State of Panic NVIDIA Raises Graphics Card Prices for the Third Time This Year—by Up to 30%—as Distributors Go Into Panic Mode |
| WccfTech | July 28, 2026 |
Framework Solves Windows 11’s Most Annoying and Time-Consuming Driver Installation Problem; Other Laptop Manufacturers Should Take Note Framework Addresses One of the Most Frustrating and Time-Consuming Aspects of Windows 11: Driver Installations—and Other Laptop Manufacturers Had Better Take Note |
| WccfTech | July 28, 2026 |
Google’s “Frozen V2” TPU Directly Integrates SRAM onto Silicon and Abandons TSMC’s CoWoS Packaging for Gemini Google’s “Frozen V2” TPU integrates SRAM directly onto the silicon, replacing TSMC’s CoWoS packaging for Gemini |
| WccfTech | July 28, 2026 |
NVIDIA’s first U.S.-made GB300 GPU is being shipped from TSMC’s Fab 21 facility in Arizona, but the packaging is still being transported to Taiwan. NVIDIA’s First Made-in-America GB300 GPUs Roll Off TSMC’s Arizona-Based Fab 21, But Are Still Shipped to Taiwan for Packaging |
| WccfTech | July 28, 2026 |
Rebel Wolves Plans the Timeless “Blood of the Dawnwalker” Saga, Featuring a Save Import Feature Not Seen Since “Mass Effect” Rebel Wolves Plans a “Blood of Dawnwalker” Saga Spanning Eras, with Save Imports That Few RPGs Since “Mass Effect” Have Dared to Implement |
| WccfTech | July 28, 2026 |
Acquiring Intel’s 18A-P and 14A processes and Cadence’s complete EDA toolchain to strengthen the ecosystem and challenge TSMC’s foundry dominance Intel’s 18A-P and 14A processes gain access to Cadence’s full EDA toolchain, strengthening the ecosystem’s push to challenge TSMC’s lead in the foundry market |
| WccfTech | July 28, 2026 |
NVIDIA’s Vera CPU Cuts Chip Verification Time by 1.5 Times at Cadence and Synopsys, Accelerating Next-Generation Silicon Development NVIDIA’s Vera CPU Cuts Chip Verification Times at Cadence and Synopsys by 1.5x, Accelerating Next-Generation Silicon |
| WccfTech | July 27, 2026 |
CXMT Added to Priority List for New Chinese-Made DUV Equipment—A Major Bet on 3D DRAM While Circumventing the U.S. MATCH Act CXMT Is on the Priority List for a Flurry of China’s New Domestically Produced DUV Machines, Countering the U.S. MATCH Act, and Bolstering Its Major Investment in 3D DRAM |
| WccfTech | July 27, 2026 |
Gelix 1, an AI chip from a Singapore-based startup, outperforms the M4 Pro in AI inference with a 20-core CPU and 273 GB/s of bandwidth; it can run LLMs of up to 100B in a form factor comparable to the Mac mini. Singaporean Startup’s Gelix 1 AI Chip, Featuring a 20-Core CPU and 273GB/s Bandwidth, Is Said to Outperform the M4 Pro in AI Inference and Can Run Up to 100B LLMs While Taking Up the Same Space as a Mac mini |
| WccfTech | July 27, 2026 |
TCL Unveils the OLED+ Pro X3B Gaming Monitor for the First Time—Featuring a Dual-Mode Configuration and a Peak Brightness of Up to 1,500 nits TCL Unveils OLED+ Pro X3B Gaming Monitors, Offering Dual-Mode Configurations and Up to 1,500 Nits of Peak Brightness |
| WccfTech | July 27, 2026 |
STALKER 2: Cost of Hope—Skif Returns to the Zone in August—The Fragile Peace of “Duty and Freedom” Crumbles STALKER 2: “Cost of Hope” Sends Skif Back into the Zone This August as the Fragile Peace Between Duty and Freedom Collapses |
| WccfTech | July 27, 2026 |
Ubisoft Cancels the Far Cry Extraction Shooter “Maverick” but Begins Development on a “Highly Ambitious” New Spin-Off Ubisoft Cancels the Far Cry Extraction Shooter “Maverick,” but a “Really Ambitious” New Spin-Off Has Entered Development |
| WccfTech | July 27, 2026 |
Yoshi-P Warns That Remakes of FF VI, VIII, and IX Would Require a Five-Part Series—Square Enix Hints at FF XVII Yoshi-P Warns That Remakes of Final Fantasy VI, VIII, and IX Would Require Five Installments, as Square Enix Teases Final Fantasy XVII |
| WccfTech | July 27, 2026 |
The story DLC for *Resident Evil Requiem* is slated for release in the second half of 2027, approximately two years after the game’s launch. Resident Evil Requiem’s Story DLC Is Set for a Late 2027 Release, Nearly Two Years After the Game Itself Launched |
| WccfTech | July 27, 2026 |
GTA 6 download codes for the PlayStation 5 are subject to regional restrictions, putting importers in a tough spot, while Xbox users are exempt from the restrictions PlayStation 5 GTA 6 Download Codes Are Region-Locked, Leaving Importers Stuck While Xbox Buyers Escape the Restriction |
| WccfTech | July 27, 2026 |
Intel’s Bet on Premium Chips Leads to a 48% Spike in Server Prices in the Second Quarter Intel Bets on Premium Chips, and the Gamble Pays Off as Server Prices Jump 48% in Q2 |
| WccfTech | July 27, 2026 |
Square Enix Takes on the Impossible with *Final Fantasy VII Revelation*—Revamping *Rebirth*’s “Perfect” Battle System for Part 3 Square Enix Takes on the Impossible With *Final Fantasy VII: Revelation*, Further Refining Rebirth’s “Perfect” Battle System for Part 3 |
| WccfTech | July 27, 2026 |
Samsung Adopts CXMT Memory in an Effort to Break Through China’s Shrinking Smartphone Market, but the Latest Report Presents a Completely Misguided View on Pricing Samsung Is Eyeing an Opportunity in China’s Shrinking Smartphone Market by Using CXMT Memory, But the Latest Report Has a Completely Wrong Understanding of Pricing |
| WccfTech | July 27, 2026 |
While the AI boom has allowed memory manufacturers to break free from Apple’s dominance, one supplier has seen its 130-year history come to an end due to the termination of its contract. The AI Boom Helped Memory Manufacturers Escape Apple’s Tyranny, But One Supplier Wasn’t So Lucky; Contract Termination Ends the Future of a 130-Year-Old Company |
| WccfTech | July 27, 2026 |
Dan Houser Says Companies Should Cater to Fans of Physical Media, Unfazed by PlayStation’s Phase-Out of Discs Dan Houser Shrugs Off PlayStation’s Phase-Out of Discs, Yet Insists Companies Should Still Cater to Die-Hard Fans of Physical Media |
| JW.com (JW) | July 28, 2026 |
Building a Foundation with Patents, Strengthening IP to Solidify the Core: Applications Open for the 2027 IC Industry Awards Intellectual Property Innovation Award Building a Foundation with Patents, Strengthening the Core with IP: Applications Open for the 2027 IC Wind and Cloud Intellectual Property Innovation Award |
| JW.com (JW) | July 28, 2026 |
Honoring Pioneers in Overseas Expansion: Applications for the 2027 IC Wind and Cloud Awards International Market Special Award Are in Full Swing Honoring Pioneers in Overseas Expansion: Applications for the 2027 IC Wind and Cloud List International Market Special Award Are in Full Swing |
| JW.com |
The Era of Domestic Radio Frequency Test Equipment: Zhongke 4.0 Challenges Apple and Tesla’s Supply Chains, Sparking an Industrial Shift The Dawn of Domestic RF Test Equipment: The Industry Shift Behind Zhongke 4.0’s Entry into Apple and Tesla’s Supply Chains |
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| JW.com (JW) | July 28, 2026 |
BYD Officially Announces That Its Humanoid Robot Will Make Its Debut in August at Zhengzhou Di Space; a New Powerhouse Joins the Physical Intelligence Sector Beyond the Automotive Industry BYD Officially Announces Human-Shaped Robot’s Debut in August at Zhengzhou Di Space; Another Major Player Joins the Embodied Intelligence Race as Automotive Companies Expand Beyond Their Core Business |
| JW.com (JW) | July 28, 2026 |
Two New 10-Billion-Yuan Semiconductor Projects Added in Shenzhen: 12-Inch Semiconductor Silicon Wafers and AI Server Circuit Boards 12-inch Semiconductor Silicon Wafers + AI Server Circuit Boards: Shenzhen Adds Two More 10-Billion-Yuan-Scale Semiconductor Projects |
| JW.com (JW) | July 28, 2026 |
Nothing Responds to Market Closure Rumors, Emphasizing Restructuring Rather Than Withdrawal Nothing Responds to Market Closure Rumors, Emphasizing Restructuring Rather Than Withdrawal |
| JW.com (JW) | July 28, 2026 |
Putting an End to “No Internet Connection” Anxiety: Aikewei Begins Early Mass Production of Wi-Fi Aware-Compatible Products, Enabling Customers to “Connect Instantly Upon Proximity” Say Goodbye to “No Internet” Anxiety: Aikewei Leads the Way in Mass-Producing Wi-Fi Aware-Compatible Products, Helping Customers Achieve “Connect as Soon as You Get Close” |
| JW.com (JW) | July 28, 2026 |
BOE’s AI Factory Successfully Selected for the UN’s “AI for Good” Global Case Collection BOE’s AI Factory Successfully Selected for the United Nations “AI for Good” Global Case Collection |
| JW.com (JW) | July 28, 2026 |
Crashed Hard—I’m in Tears! Can “Light” Still Make It? A Plunge That Brought Tears! Is “Light” Still in the Running? |
| JW.com (JW) | July 28, 2026 |
A 1,764% Surge! Jucan Optoelectronics’ Red and Yellow Light Business Grows Rapidly, Aiming for an Annual Target of 400 Million via Mini Direct-View A 1,764% Surge! Jucan Optoelectronics’ Red and Yellow Light Business Expands Rapidly, Setting Annual Target of 400 Million Through Mini Direct-View Technology |
| JW.com (JW) | July 28, 2026 |
Tianjian Co., Ltd. Invests 9.8 Million Yuan to Participate in Joint Venture, Focusing on Quartz Crystal Project Tianjian Co., Ltd. Invests 9.8 Million Yuan to Participate in Joint Venture, Expanding into Quartz Crystal Projects |
| JW.com (JW) | July 28, 2026 |
Rockchip Further Deepens Ecosystem Collaboration with Elephant Acoustics! Rockchip and Da Xiang Sound Deepen Their Ecosystem Partnership! |
| JW.com (JW) | July 28, 2026 |
The 21st “China Chip” Excellent Product Call for Entries Campaign for 2026 Has Officially Begun The 21st “China Chip” Excellent Product Call for Entries in 2026 Has Officially Begun |
| JW.com (JW) | July 28, 2026 |
Kaisheng Technology Plans to Invest 150 Million Yuan to Build a TGV Advanced Packaging Glass Pilot Production Line; Warns of Investment Risks Kaisheng Technology Plans to Invest 150 Million Yuan to Build a TGV Advanced Packaging Glass Pilot Production Line; Warns of Investment Risks |
| JW.com (JW) | July 28, 2026 |
[LED Sector Trends] The sector as a whole is strong, with price hikes for LED driver chips and the adoption of automotive-grade products driving sector-wide momentum [LED Sector Movements] Overall Strength; LED Driver Chip Price Hikes and Adoption of Automotive-Grade Products Drive Sector Momentum |
| Power Electronics News | July 27, 2026 |
Advanced Thermal Management and Packaging Technologies for SiC Advanced Thermal Management and Packaging Techniques for SiC |
| Power Electronics News | July 27, 2026 |
EIS Integration into BMS, Vertical GaN/NiO SJ Schottky Diodes, and BEOL-Integrated Magnetic Components: Insights from Electronics Week Integrating EIS into BMS, Vertical GaN/NiO SJ Schottky Diode, BEOL-Integrated Magnetics: Electronics Week Insights |
| Power Electronics News | July 27, 2026 |
xMEMS Announces the XMC-1200 Solid-State Microfan xMEMS Introduces the XMC-1200 Solid-State Micro Fan |
| GNC Letter (global-net) | July 27, 2026 | STMicroelectronics Reports 26% Increase in Revenue to $3.49 Billion for Q2 2026; AI Data Center Demand Drives Growth |
| GNC Letter (global-net) | July 27, 2026 | LPKF Strengthens LIDE Technology Amid Expansion of the Advanced AI Packaging Market; Revises Market Size Forecast Upward to 1.7 Billion Euros |
| GNC Letter (global-net) | July 27, 2026 | Intel Reports Significant Growth in Q2 FY2026 Earnings with 25% Increase in Revenue; AI Demand Drives Growth |
| GNC Letter (global-net) | July 27, 2026 | JX Metal Doubles Processing Capacity for Semiconductor Sputtering Targets in South Korea |
| GNC Letter (global-net) | July 27, 2026 | Amkor Forms Strategic Partnership with NVIDIA for Advanced Packaging and Testing; Signs $1.5 Billion Contract to Expand U.S. Capacity |
| GNC Letter (global-net) | July 27, 2026 | Synopsys Supports the Design of AMD’s Next-Generation AI GPU, the “MI455X,” Accelerating Multi-Die Design and Advanced Packaging Development |
| GNC Letter (global-net) | July 27, 2026 | AMD Launches Next-Generation AI Platform “Helios,” Deploying MI400 and 6th-Generation EPYC Together |
| GNC Letter (global-net) | July 27, 2026 | Mitsubishi Electric and Sony Semiconductor Solutions to Establish Joint Venture for AI Vision Sensors for the Manufacturing Industry; Promoting Automation in FA Workplaces |
| GNC Letter (global-net) | July 27, 2026 | Hitachi, Intel, and AIST to Develop Silicon Quantum Computer; Aiming for a 100-qubit Prototype by Fiscal Year 2028 |
| GNC Letter (global-net) | July 27, 2026 | AMD Forms Strategic Partnership with Anthropic to Supply AI GPUs at a Scale of Up to 2 GW |
| 3D InCites | July 27, 2026 |
Siemens Advances Self-Verifying Agentic AI Workflows for Semiconductor and PCB Design Siemens advances self-verifying agentic AI workflows for semiconductor and PCB design |
| 3D InCites | July 27, 2026 |
SPM Wafer Cleaning for Advanced Semiconductor Manufacturing SPM Wafer Cleaning for Advanced Semiconductor Manufacturing |
| Nikkei Asia (Semi) | July 28, 2026 |
AT&S CEO Says AI Chip Boom Is Highlighting Bottlenecks in Advanced Packaging AI Chip Boom Shifts Bottleneck to Advanced Packaging, Says AT&S CEO |
| Nikkei Asia (Semi) | July 28, 2026 |
Asian Stocks Fall Amid Growing Concerns Over Chip Competition Fueled by China Asian stocks slide as China sparks fears of a chip competition |
| Nikkei Asia (Semi) | July 28, 2026 |
For Filipino Women Working in Taiwan’s Tech Factories, Becoming a Mother Is “Impossible” For Philippine women in Taiwan’s tech factories, motherhood is ‘impossible’ |
| Nikkei Asia (Semi) | July 27, 2026 |
China’s CXMT Soars 465% on Debut, Surpassing Intel’s Market Capitalization China’s CXMT jumps 465% on debut, tops Intel’s market cap |
| SemiWiki | July 28, 2026 |
How Early Symmetry Verification Eliminates Costly Back-End Runs How Early Symmetry Validation Eliminates Costly Late-Stage Respins |
| SemiWiki | July 28, 2026 |
Rethinking Formal Verification in the Age of AI Rethinking Formal Verification in the AI Era |
| SemiWiki | July 28, 2026 |
CEO Interview with Ann Wu and Akash Levy of Silimate CEO Interview with Ann Wu and Akash Levy of Silimate |
| SemiWiki | July 27, 2026 |
From Process Learning to Production Management: Characteristic Evaluation in the Era of Heterogeneous Systems From Process Learning to Production Control: Characterization for the Era of Heterogeneous Systems |
| SemiWiki | July 27, 2026 |
5 Misconceptions About the Current Memory Boom Five Myths About the Current Memory Boom |
| EE Times China | July 28, 2026 |
After disassembling Yushu Technology’s G1 humanoid robot, a Japanese engineer candidly stated that China’s robotics technology has moved beyond the “demonstration” stage and that it will be difficult to close the gap in the short term After disassembling Yushu Technology’s G1 humanoid robot, Japanese engineers candidly stated that Chinese robotics technology has moved beyond the “demonstration” stage, and it will be difficult to close the gap in the short term. |
| EE Times China | July 28, 2026 |
In the first half of the year, profits at industrial enterprises nationwide above a certain scale rose 18.7%, with the electronics industry posting a sharp 96.9% increase in profits, serving as a key driver In the first half of the year, profits at industrial enterprises nationwide above a certain scale rose 18.7%, with the electronics industry’s profits surging 96.9% to become a key driver |
| EE Times China | July 28, 2026 |
6G Back in the Spotlight! U.S. Brings Together 24 Countries to Form a 6G Security Alliance to Counter China 6G is in the spotlight again! The U.S. has rallied 24 countries to form a 6G Security Alliance to counter China! |
| EE Times China | July 28, 2026 |
Following Changxin’s IPO, SK Hynix fell below its offering price, Samsung dropped more than 7%, and Micron’s market capitalization fell below 1 trillion yen After Changxin’s IPO: SK Hynix fell below its offering price, Samsung dropped more than 7%, and Micron’s market capitalization fell below 1 trillion yen |
| EE Times China | July 28, 2026 |
Amazon Applies to Launch 5,105 Satellites, Aiming to Connect Smartphones Directly to a Space Network in a Direct Challenge to Starlink Amazon has applied to launch 5,105 satellites to create a network that connects smartphones directly to space, posing a direct challenge to Starlink |
| EE Times China | July 27, 2026 |
Pendin Holdings is investing 10 billion yuan to build a high-end AI PCB smart manufacturing base at its third Shenzhen campus; the total investment for three expansion projects, each worth 10 billion yuan, will exceed 33.7 billion yuan by the end of the year Pengding Holdings is investing 10 billion yuan to build an AI-powered high-end PCB smart manufacturing base in Shenzhen’s Third Industrial Park; three expansion investments, each worth 10 billion yuan, will be made within the year, bringing the total investment to over 33.7 billion yuan. |
| EE Times China | July 27, 2026 |
With “Visual” as Its Fulcrum, Allwinner Opens the Door to Innovation for the AI Era Using “Vision” as a Pivot, Allwinner Technology Unlocks the Gateway to Innovation in the AI Era |
| EE Times China | July 27, 2026 |
Beijing Announces Special Policy on AI Agents; 10 Measures to Promote Large-Scale Deployment of AI Agents Beijing Releases Special Policy on AI Agents: Ten Measures to Promote Large-Scale Deployment of AI Agents |
| EE Times China | July 27, 2026 |
Humanoid Robot Company Zhiyuan Innovation Begins Process to List on the Hong Kong Stock Exchange Humanoid robot company Zhiyuan Innovation has begun the process of listing on the Hong Kong Stock Exchange |
| EE Times China | July 27, 2026 |
Changxin Technology Soars Over 470% on First Day of Listing on STAR Market; Market Capitalization Exceeds 3.3 Trillion Yen, with Daily Trading Volume Surpassing 100 Billion Yuan to Set A-Share Record Changxin Technology Opens Over 470% Higher on First Day of STAR Market Listing; Market Capitalization Exceeds 3.3 Trillion, with Single-Day Trading Volume Surpassing 100 Billion, Setting an A-Share Record |
| EE Times China | July 27, 2026 |
Qualcomm to Raise Chip Prices by Double-Digit Percentage Starting September 1; Android Flagship Devices May Face a Wave of Price Hikes Qualcomm Announces Double-Digit Percentage Chip Price Hike Starting September 1; Android Flagship Phones May Face a Wave of Price Increases |
| EE Times China | July 27, 2026 |
Tech giants including NVIDIA, Microsoft, and Meta sign a joint letter supporting the adoption of open-weight AI models Tech giants including NVIDIA, Microsoft, and Meta have signed a joint letter expressing strong support for open-weight AI models |
| EE Times China | July 27, 2026 |
According to reports, Changxin Memory has signed a memory procurement contract with ByteDance worth over $7 billion over five years It is reported that Changxin Memory has signed a five-year memory procurement agreement with ByteDance worth over $7 billion. |
| EE Times China | July 27, 2026 |
A team from the Chinese Academy of Sciences has synthesized lanthanide MXene materials for the first time, which exhibit both semiconductor and ferromagnetic properties A team from the Chinese Academy of Sciences has synthesized lanthanide MXene materials for the first time, which exhibit both semiconductor and ferromagnetic properties |
| EE Times China | July 27, 2026 |
SK Group and NVIDIA Agree to a $500 Billion Partnership; Plan to Build an AI Factory by 2027 SK Group and NVIDIA Reach $500 Billion Partnership Agreement; AI Factory to Be Completed in 2027 |
This article is delivered every morning via an automated collection and AI-generated system. Number of items collected: 234 | Last updated: July 28, 2026
Editor’s Note: This article utilizes AI to summarize and organize news content. While every effort has been made to be as accurate as possible, it may contain errors in background explanation or interpretation of causal relationships. Please always check the source article for details and accurate context.
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