Today’s semiconductor news clearly highlights the rapid expansion of AI infrastructure, the accompanying restructuring of supply chains, and the fierce competition surrounding next-generation packaging technologies.In particular, AMD announced the Instinct MI455X—featuring HBM4 and a 2nm process—at “Advancing AI 2026,” clearly demonstrating its commitment to dramatically boosting the performance of AI-specific GPUs.Meanwhile, while hyperscalers’ appetite for investment remains strong—as evidenced by Amazon’s significant increase in its 2026 capital expenditure target to $220 billion—soaring memory prices are casting a shadow over this trend.In response to this increased demand, Tokyo Electron has revised its earnings forecast upward, and cost pressures are spreading across the entire industry, with AMD—following NVIDIA’s lead—raising the price of its GPU memory kits by more than 10%.Furthermore, as TSMC and Intel vie with each other over advanced packaging technologies, global competition is intensifying on both the technological and pricing fronts, with Chinese player DeepSeek shaking up the market with its low-cost models.
TOC
Main News
- AMD announces “Instinct MI455X,” an AI-focused GPU using HBM4 and a 2nm process.
At “Advancing AI 2026,” AMD unveiled details of its next-generation GPU, the “Instinct MI455X.” This product features HBM4 memory, achieving a capacity of 432GB and an impressive bandwidth of 23.3TB/s. By employing a 2nm process, it optimizes power efficiency and computational performance, and is designed to handle the increasing load of AI training and inference. The company aims to expand its market share in the AI data center market by strengthening its collaboration with EPYC processors. - Amazon increases its capital expenditures for 2026 to $220 billion, citing soaring memory prices as a factor.
Amazon has announced plans to increase its capital expenditures to $220 billion in 2026. This massive investment is driven by the need to expand its server infrastructure for AI development, but at the same time, soaring memory prices are driving up costs. The tight demand for memory such as HBM, which is essential for training and inference of AI models, highlights the current situation where price increases have become the norm throughout the supply chain. - Tokyo Electron revises earnings forecast upward due to increased memory demand driven by expanded investment in AI data centers.
Amidst a global acceleration in investment in AI data centers, Tokyo Electron, a major semiconductor manufacturing equipment manufacturer, has revised its earnings forecast upward. Demand for exposure, etching, and deposition equipment, essential for the production of AI-grade GPUs and HBM, remains strong, and the willingness of memory manufacturers to invest in equipment is particularly boosting the company’s profits. The manufacturing equipment market is expected to continue growing as AI infrastructure expands. - AMD, following NVIDIA, is set to raise prices on its GPU memory kits by more than 10%.
Following NVIDIA’s price hike for memory, AMD has also notified its partners that it will raise the prices of GPU memory kits by at least 10%. AMD had previously refrained from raising prices due to concerns about declining market share, but the rising cost of memory procurement has made it unavoidable, forcing them to pass on the price increases. This move could lead to an overall price increase in the graphics card market. - TSMC and Intel Engage in Fierce Battle for Leadership in Advanced Packaging Technology
TSMC is accelerating the development of a new packaging technology with a similar structure to counter Intel’s EMIB technology.Meanwhile, Intel is touting a 50% cost advantage over TSMC’s CoWoS with its “EMIB-T” technology and aims to begin mass production in 2027. Suppliers such as Unimicron have raised doubts about Intel’s mass production timeline, and the technological competition is becoming increasingly chaotic. - DeepSeek launches low-cost model ‘V4 Flash,’ intensifying price competition with OpenAI
Chinese AI startup DeepSeek launched its “V4 Flash” model at a low price of $0.28 per million tokens just hours after OpenAI’s price revision. This offers performance comparable to OpenAI’s Opus-grade products while delivering outstanding cost performance. At the same time, Moonshot has secured 20,000 NVIDIA GPUs, rapidly expanding its training scale. - Samsung’s chip engineers are showing signs of leaving for SK Hynix amid the fierce competition for AI talent.
As SK Hynix leads the AI-向け HBM market, a growing number of Samsung Electronics chip engineers are considering switching to SK Hynix due to concerns about bonus disparities and future prospects. With the outcome of the AI semiconductor competition directly linked to the quality of talent, the battle for talent between South Korea’s two semiconductor giants is intensifying, and Samsung is facing the challenge of maintaining its technology development system. - CEA-Leti Advances Stacking Technology Roadmap to Break Through AI Memory and Power Limits
French research institute CEA-Leti has announced a roadmap for next-generation stacking technologies to overcome the limitations of memory bandwidth and power consumption in AI processing. By advancing 3D stacking technology, it aims to maximize data transfer efficiency between chips and dramatically reduce energy consumption. As a technology that breaks through the physical limitations of AI chips, it is attracting industry attention. - Skepticism Surrounds Intel’s EMIB-T Technology: Mass Production by 2027 in Doubt
Regarding “EMIB-T,” the advanced packaging technology being promoted by Intel, some in the supply chain have pointed out that achieving mass production by 2027 will be difficult.While TSMC’s CoWoS dominates the market, Intel is attempting a comeback by leveraging its cost advantage; however, manufacturing yield and ecosystem development remain major barriers, and the outcome of the competition remains uncertain. - Intensifying Competition in AI Infrastructure Redefines the Semiconductor Industry’s Investment Structure
As the construction of AI data centers becomes a matter of national competition, semiconductor manufacturers are focusing not only on manufacturing processes but also on packaging and securing memory supply chains.A pattern has taken hold in which investment trends by hyperscalers like Amazon influence semiconductor manufacturers’ capital expenditures and pricing strategies, and the restructuring of supply chains centered on AI demand is expected to accelerate further.
News List (198 items)
| Source | Date Posted | News title. |
|---|---|---|
| DIGITIMES | July 31 |
Unimicron: Intel’s EMIB-T Won’t Reach Mass Production Until 2027, Intensifying Competition in Advanced Packaging Technologies Unimicron says Intel’s EMIB-T won’t enter mass production until 2027, intensifying competition in advanced packaging |
| DIGITIMES | July 31 |
Analysis: The AI Buildout Is No Longer a Demand-Driven Story Analysis: The AI buildout is no longer a demand-driven story |
| DIGITIMES | July 31 |
Research Insights: CXMT Secures 7.67% Share of the DRAM Market with a $4.4 Billion IPO and Unveils Its 2028 Technology Roadmap Research Insight: CXMT Reaches 7.67% DRAM Market Share with a US$4.4B IPO and a 2028 Technology Roadmap |
| DIGITIMES | July 31 |
Samsung Chip Engineer Turns Attention to SK Hynix as AI-Driven Bonus Disparities Fuel the War for Talent Samsung Chip Engineers Eye SK hynix as AI-Driven Bonus Gap Fuels Talent War |
| DIGITIMES | July 31 |
Report: TSMC Develops EMIB-Like Packaging Technology to Compete with Intel TSMC reportedly develops EMIB-like packaging to counter Intel |
| DIGITIMES | Aug 1, 1:57 a.m. |
At the OCP Taiwan Summit, optical technology and advanced packaging technology are drawing more attention than servers At OCP’s Taiwan summit, servers take a back seat to optics and advanced packaging |
| DIGITIMES | July 31 |
Powerchip Founder Frank Huang Dies at 76; Vice Chairman Assumes Role of Interim CEO Powerchip Founder Frank Huang Dies at 76; Vice Chair Steps In as Acting CEO |
| DIGITIMES | July 31 |
Exclusive: Asian Chipmakers’ Shift to U.S. Helium Raises Concentration Risk Exclusive: Asian Chipmakers’ Shift to U.S. Helium Raises Concentration Risk |
| DIGITIMES | July 31 |
ASE Raises 2026 Capital Expenditures to a Record High of $10.5 Billion and Expects LEAP Revenue to Double in 2027 ASE Raises 2026 Capital Expenditures to a Record US$10.5 Billion; Expects LEAP Revenue to Double in 2027 |
| DIGITIMES | July 31 |
Tokyo Electron Revises Earnings Forecast Upward as Memory Demand Rises Due to Increased Investment in AI Data Centers Tokyo Electron Raises Outlook as AI Data Center Spending Boosts Memory Demand |
| DIGITIMES | July 31 |
Powertech Expects AMD’s FOPLP Mass Production in 2027 Powertech Bets on AMD FOPLP Mass Production in 2027 |
| DIGITIMES | July 31 |
Automotive Chip Demand Recovers, but Restocking Remains Challenging Auto chip demand recovers, but restocking remains elusive |
| DIGITIMES | July 31 |
Memory shortages are expected to worsen due to rising prices in the second half of 2026 Memory shortages are expected to worsen as prices rise in the second half of 2026 |
| DIGITIMES | July 31 |
Amazon Raises 2026 Capital Expenditures to $220 Billion, Citing Soaring Memory Prices as the Reason Amazon Raises 2026 Capital Expenditures to $220 Billion, Citing Memory Prices as the Reason for the Increase |
| DIGITIMES | July 31 |
Shanghai Emerges as a Lithography Hub in China — Driven by SMEE, Huawei, and Rapidly Growing DUV Competitors Shanghai is emerging as China’s lithography hub, driven by SMEE, Huawei, and rising DUV competitors |
| DIGITIMES | July 31 |
Kioxia Begins Sampling 1TB 3D Flash Memory for AI Devices Kioxia Begins Sampling 1TB 3D Flash Memory for AI Devices |
| EE Times (US) | August 1, 2026 |
As CEA-Leti Faces Memory and Power Limitations in AI, It Advances Its Roadmap for Stacking Technology CEA-Leti Advances Stacking Roadmap as AI Reaches Memory and Power Limits |
| EE Times (US) | August 1, 2026 |
Hybrid Architectures for Space Missions: Frameworks and Consequences Hybrid Architectures for Space Missions: Frameworks and Consequences |
| EE Times (US) | July 31, 2026 |
The Commercial Space Race: Powering the Next-Generation Communications Network The Commercial Space Race: Powering the Next-Generation Communications Network |
| EE Times (US) | July 31, 2026 |
Military AI Agents Facing Cyber Threats: The Way Forward Military AI Agents Under Cyber Threat: The Way Forward |
| EE Times (US) | July 31, 2026 |
AI Is Compressing Software; Space Is Building the Real Economy AI Is Compressing Software; Space Is Building the Physical Economy |
| Nikkei Tech Foresight | July 31, 2026 | [Patent] Shin-Etsu Chemical Group Streamlines Formation of Gettering Epitaxial Films |
| Nikkei Tech Foresight | July 31, 2026 | Hitachi to Collaborate with Intel on Quantum and Semiconductor Technology 18A; Plan to Proceed in Two Phases |
| Nikkei Tech Foresight | July 31, 2026 | The University of Tokyo and Others Develop High-Speed, Low-Power Magnetic Recording Layer Material for MRAM |
| Mynavi News Tech Plus | July 31, 2026 | Reiwa 8 Kumamoto Earthquake: Renesas Resumes Production at Nishiki Plant; Kawajiri Plant Scheduled to Resume Operations on August 5 |
| Mynavi News Tech Plus | July 31, 2026 | Renesas to Phase Out and Close Production at Takasaki Plant in Gunma Prefecture; R&D Functions to Be Maintained and Strengthened |
| Mynavi News Tech Plus | July 31, 2026 | Decoding the AMD Instinct MI455X: AI-Focused with HBM4 and 2nm Technology – AMD Advancing AI 2026 |
| Mynavi News Tech Plus | July 31, 2026 | Monolithic Power Supply ICs Ideal for SoC Applications, Capable of Supplying High Current |
| TrendForce | July 31, 2026 |
Kioxia Achieves 80% Gross Profit Margin in the First Quarter of Fiscal Year 2026; Reaffirms Long-Term Target of 50% for 2028 Kioxia’s Gross Margin Reaches 80% in Q1 FY26; Reaffirms 50% LTA Target for 2028 |
| TrendForce | July 31, 2026 |
As DDR5 MRDIMM gains momentum, Renesas announces a 16,000 MT/s chipset; reports indicate AMD is set to adopt it DDR5 MRDIMMs Gain Momentum; Renesas Unveils 16,000 MT/s Chipset as AMD Reportedly Considers Adoption |
| TrendForce | July 31, 2026 |
NAND Strategy for 2026: Samsung and SK hynix Pursue Upgrades and SSD Mix Demand NAND’s 2026 Playbook: Samsung and SK hynix Prioritize Upgrades and SSD Mix Over Volume |
| TrendForce | July 31, 2026 |
ASE Raises 2026 Capital Expenditures Again to a Record High of $10.5 Billion; Aims to Double Revenue from Cutting-Edge Advanced Packaging by 2027 ASE Again Raises 2026 CapEx to a Record US$10.5 Billion; Aims to Double Revenue from Leading-Edge Advanced Packaging by 2027 |
| TrendForce | July 31, 2026 |
TSMC is developing a packaging solution similar to EMIB in collaboration with Kinsus to prevent potential customers from defecting to Intel TSMC Reportedly Develops EMIB-like Packaging with Kinsus to Prevent Potential Customers from Switching to Intel |
| Semiconductor Digest | 4 hours ago |
Muse Semiconductor and True Circuits Launch Low-Cost PLL IP Access Program for Universities Muse Semiconductor and True Circuits Launch a Low-Cost PLL IP Access Program for Universities |
| Semiconductor Digest | 5 hours ago |
MetaOptics and Elsoft Partner to Scale Up Next-Generation Semiconductor Optical Manufacturing Equipment MetaOptics and Elsoft Partner to Scale Up Next-Generation Semiconductor Optics Manufacturing Equipment |
| Semiconductor Digest | 5 hours ago |
IBM and the University of Chicago Demonstrate Quantum Supremacy IBM and the University of Chicago Demonstrate Quantum Advantage |
| Semiconductor Digest | 5 hours ago |
Valens Semiconductor Appoints Dean Martin as Head of Automotive Business Unit Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit |
| Semiconductor Digest | 5 hours ago |
Renesas to Phase Out Production at Takasaki Plant Renesas to Phase Out Production at Takasaki Factory |
| Semiconductor Digest | 5 hours ago |
Linde to Invest $1 Billion to Support Expansion of Major U.S. Semiconductor Facilities Linde to Invest $1 Billion to Support Major Expansion of a U.S. Semiconductor Facility |
| The Nikkei | August 1, 2026 | Dow Jones Industrial Average Extends Gains, Up $276; Nasdaq Falls for Second Consecutive Month |
| The Nikkei | August 1, 2026 | Behind the Rise in U.S. Stocks: A Rescue Mission for AI-Focused Funds |
| The Nikkei | August 1, 2026 | U.S. Stocks: Dow Rises Another 276 Dollars; Amazon Surges; Nasdaq Also Extends Gains |
| The Nikkei | August 1, 2026 | U.S. Stocks: Dow Extends Gains; Amazon Rises as Much as 16% |
| The Nikkei | August 1, 2026 | Chinese AI “Kimi” Excels in Cost-Effectiveness but Lags in Typing Speed; Response Time Is Twice That of U.S.-Based Fable |
| The Nikkei | August 1, 2026 | Anxieties Lurk in the “First Year of Expansionary Fiscal Policy”; Markets Brace for Consumption Tax Cut and Massive Investment |
| The Nikkei | August 1, 2026 | July 27–31: A Roundup of Startup Fundraising |
| The Nikkei | August 1, 2026 | Reiwa-Era Term “RAM-mageddon”: Semiconductors Will Destroy the World |
| The Nikkei | August 1, 2026 | Takara Tomy Shares Trade Near Record Highs; “Toys Over Travel” Amid a Weak Yen and High Oil Prices |
| The Nikkei | August 1, 2026 | The AI Era: Start Running Before You Think (Akiko Sasaki) |
| Diamond Online | July 31, 7:40 p.m. | [Scoop] Sony Makes Acquisition Proposal to Leading Lens Manufacturer Tamron; “High-Growth Stocks with Huge Upside Potential” Ranking; President of Insurance Agency Creit Reveals the Backstory Behind “Over 200 Million Yen in Back Taxes for Social Insurance Premium Evasion” |
| Diamond Online | July 30, 7:45 p.m. | [Major Predictions for the Medical Device Industry in 5 Years] Why Are Shimadzu Corporation and Terumo One Step Ahead? Will Olympus Face Headwinds as Its Era of Dominance in Endoscopes Comes to an End? |
| Diamond Online | July 30, 7:40 p.m. | Honda, Nissan, and Toyota… The “Biggest Reason” Why Japanese Automakers, Once Global Leaders in Technology, Can No Longer Compete with the Latest Technology—Former Nissan COO Toshiyuki Shiga Speaks Out |
| Diamond Online | July 30, 7:10 p.m. | The Irony Facing China’s AI “Self-Reliance” |
| Diamond Online | July 29, 9:15 p.m. | Yen Weakness Continues, Reaching the “163-yen range”; What’s Needed to Stabilize the Yen Exchange Rate Is the “International Competitiveness” of Companies and Industries |
| Diamond Online | July 29, 9:00 p.m. | What Is the “Unexpected Item” Tokyo Electron Chose to Use for Packaging Its Large Semiconductor Equipment? |
| Diamond Online | July 29, 9:00 PM | Nidec, Kyocera, and Omron: 2025 “Top Universities for Hiring” Ranking of Three Electronic Component Manufacturers [Full List of Top 10] |
| Diamond Online | July 29, 7:40 p.m. | Ranking of Companies Hiring the Most New Graduates from the University of Tokyo, Kyoto University, and Other Prestigious National Universities [2025, 100 Companies]—Chugai Pharmaceutical at No. 8, Lasertec at No. 2—Who Took the Top Spot? Breakdown by University Also Released |
| Diamond Online | July 29, 7:25 p.m. | BOJ Rate Hike: “Reaching the High 1% Range Would Be a Success”—Former Deputy Governor Yamaguchi Discusses Monetary Policy and the Future of the Japanese Economy |
| TechPowerup | July 31, 2026, 8:09:23 PM +00:00 |
Konkr Pocket Advance Retro Handheld Officially Announced Konkr Pocket Advance Retro Handheld Officially Unveiled |
| TechPowerup | July 31, 2026, 6:00:20 PM +00:00 |
Steam Deck LCD Replacement Battery Reappears on iFixit Amid a Sharp Price Spike Steam Deck LCD Battery Replacement Parts Return to iFixit With a Steep Price Hike |
| TechPowerup | July 31, 2026, 5:51:15 PM +00:00 |
Intel’s EMIB-T to Compete with TSMC’s CoWoS, Leveraging a 50% Cost Advantage; Mass Production to Begin in 2027 Intel’s EMIB-T to Compete with TSMC’s CoWoS with a 50% Cost Advantage; Mass Production to Begin in 2027 |
| TechPowerup | July 31, 2026, 4:21:22 PM +00:00 |
Keychron Teases Fingertip Mouse Concept Based on the G6 HE Keychron Teases Fingertip Mouse Concept Based on G6 HE |
| TechPowerup | July 31, 2026, 4:12:56 PM +00:00 |
Razer Acquires StreamElements Assets to Expand Its Content Creator Ecosystem Razer Acquires StreamElements Assets to Expand Content Creator Ecosystem |
| TechPowerup | July 31, 2026, 3:33:54 PM +00:00 |
Pirate-Themed City-Building Game “Corsair Cove” Released Today Pirate-Themed City Builder “Corsair Cove” Is Out Now |
| TechPowerup | July 31, 2026, 3:18:22 PM +00:00 |
Targus Adds Wired Keyboard, Mouse, and Combo Products to Its EcoSmart Lineup Targus Expands EcoSmart Portfolio with Wired Keyboard, Mouse, and Combo |
| TechPowerup | July 31, 2026, 3:12:03 PM +00:00 |
Akasa Upgrades Its 2U Rackmount Fanless Case Series Featuring Kepler R Akasa Advances 2U Rackmount Fanless Case Series with Kepler R |
| TechPowerup | July 31, 2026, 3:07:05 PM +00:00 |
Montage Technology Begins Prototype Production of CXL 3.2 MXC Chips Supporting 8,000 MT/s DDR5 Montage Technology Begins Trial Production of CXL 3.2 MXC Chip Supporting 8,000 MT/s DDR5 |
| TechPowerup | July 31, 2026, 3:04:07 PM UTC |
Lian Li Announces New Uni Fan SL Flex and CL Flex Fans Lian Li Introduces the Uni Fan SL Flex and CL Flex Fans |
| EETimes Taiwan | July 31, 2026 |
TSMC Raises 2026 Capital Expenditures, Adds $100 Billion to U.S. Investments TSMC Raises 2026 Capital Expenditures, Adds $100 Billion to U.S. Investments |
| EETimes Taiwan | July 31, 2026 |
OT Attacks Intensify; Corporate Defenses Shift Toward Platform-Based Approaches OT Attacks Escalate; Corporate Defenses Shift Toward Platform-Based Solutions |
| EETimes Taiwan | July 31, 2026 |
With Government Subsidies Totaling $660 Million, Japan Accelerates R&D and Supply Chain Development for All-Solid-State Batteries With $660 Million in Government Subsidies, Japan Accelerates R&D and Supply Chain Development for All-Solid-State Batteries |
| EETimes Taiwan | July 30, 2026 |
Challenges Facing Canada’s AI Ecosystem Challenges Facing Canada’s AI Ecosystem |
| EETimes Taiwan | July 30, 2026 |
More Than Just a Charger: A Teardown of the NEEWER Multifunctional Battery Charger More Than Just a Charger: A Teardown of the NEEWER Multifunctional Battery Charger |
| EETimes Taiwan | July 30, 2026 |
The honeycomb IoT module market is projected to grow 4% year-over-year in the first quarter of 2026 The honeycomb-type IoT module market is projected to grow 4% year-over-year in the first quarter of 2026 |
| EETimes Asia | July 31, 2026 |
MetaOptics and Elsoft Partner to Develop Mass-Production Equipment for Metalenes MetaOptics and Elsoft Partner to Develop Mass Production Equipment for Metalens Manufacturing |
| EETimes Asia | July 31, 2026 |
DigiKey Expands Its Product Portfolio by Adding 27,000 Products and 104 New Suppliers in the Second Quarter of 2026 DigiKey Expands Its Inventory with 27,000 In-Stock Products and 104 New Suppliers in Q2 2026 |
| EETimes Asia | July 31, 2026 |
Longsys to Showcase Edge AI Storage Architecture and Storage Foundry Model at FMS 2026 Longsys to Showcase Edge AI Storage Architecture and Storage Foundry Model at FMS 2026 |
| EETimes Asia | July 31, 2026 |
The New Economics of Space: Designing Electronics for Scalable LEO Satellite Constellations The New Economics of Space: Designing Electronics for Scalable LEO Constellations |
| EETimes Asia | July 30, 2026 |
Moxa’s Next-Generation Arm-Based Computers Receive IEC 62443-4-2 SL2 Certification Moxa’s Next-Gen Arm-Based Computers Now Certified to IEC 62443-4-2 SL2 |
| EETimes Asia | July 30, 2026 |
LG Innotek and TDK Partner on Physical AI Sensing Solutions for Robots LG Innotek and TDK Partner on Physical AI Sensing Solutions for Robots |
| EETimes Asia | July 30, 2026 |
TrendForce: NAND Flash Supply to Outpace Demand in 2027 TrendForce: NAND Flash Supply Growth to Outpace Demand in 2027 |
| EETimes Asia | July 30, 2026 |
RISC-V Aims for Data Centers Beyond Embedded Systems as Open ISA Gains Momentum RISC-V Targets Data Centers as Open ISA Pushes Beyond Embedded Systems |
| EETimes India | July 31, 2026 |
The Power Electronics Market Enters a New Phase of Growth Power Electronics Market Enters a New Phase of Growth |
| EETimes India | July 31, 2026 |
DigiKey Expands Its Product Lineup by Adding 27,000 In-Stock Items and 104 New Suppliers in the Second Quarter of 2026 DigiKey Expands Its Inventory with 27,000 In-Stock Products and 104 New Suppliers in Q2 2026 |
| EETimes India | July 30, 2026 |
NIELIT and SCL Begin Offering a 1.2-µm Domestic Semiconductor Design Kit on eChipHub NIELIT and SCL to Make an Indigenous 1.2µm Semiconductor Design Kit Available on eChipHub |
| ZDNET Korea | July 31, 2026 |
Notemun, President of Samsung Electronics, Buys 700 Million Won Worth of Company Stock Samsung Electronics President Noh Tae-moon Buys 700 Million Won Worth of Company Stock |
| ZDNET Korea | July 31, 2026 |
TMA Group Expands Its Roster of Artists to Boost Overseas Expansion TMA Group Expands Its Artist Roster and Steps Up Its Overseas Expansion Efforts |
| ZDNET Korea | July 31, 2026 |
Nano Institute of Technology and OEQ Sign MOU with Daejeon City on Quantum Sensors Nano Technology Institute and OEQ Sign MOU with Daejeon City on Quantum Sensors |
| ZDNET Korea | July 31, 2026 |
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| ZDNET Korea | July 31, 2026 |
Hanwha Systems Consortium Named Preferred Bidder for 24.2 Billion Won Ultra-Large-Scale AI Project for Defense 24.2 Billion Won Defense Megascale AI Project: Hanwha Systems Consortium Named Preferred Bidder |
| ZDNET Korea | July 31, 2026 |
Budget Mobile Carriers: “QoS Rate Plans to Launch in August… Public’s Telecommunications Costs to Be Reduced” Budget Mobile Carriers “To Launch QoS Rate Plans Starting in August… Public’s Telecommunications Costs to Be Reduced” |
| ZDNET Korea | July 31, 2026 |
Doosan, which owns SK Siltron… Semiconductor sales are growing, but creating synergies remains difficult Doosan Acquires SK Siltron… Seeks to Boost Semiconductor Sales, but Synergy Remains ‘Elusive’ |
| ZDNET Korea | July 31, 2026 |
Gavia Establishes Special Independent Committee… Begins Review of the Fairness of MacQuarie’s Tender Offer Gavia Establishes Independent Special Committee… Begins Review of Fairness of Macquarie’s Tender Offer |
| ZDNET Korea | July 31, 2026 |
“Further Strengthening Platform Capabilities”… SOOP to Push for “Structural Reform” in the Second Half of the Year “Further Strengthening Platform Capabilities”… SOOP to Support ‘Structural Reform’ in the Second Half of the Year |
| ZDNET Korea | July 31, 2026 |
Pulmuone Raises Prices on Dumplings, Naengmyeon, and Hot Dogs… Average Price of 30 Items Rises 6.7% Pulmuone’s Dumplings, Cold Noodles, and Hot Dogs Are Getting More Expensive… Average Price of 30 Items Rises 6.7%↑ |
| ZDNET Korea | July 31, 2026 |
Hyosung Reports 231.6 Billion Won in Second-Quarter Operating Profit… Up 134% Thanks to Strong Performance in Power Equipment and Chemicals Divisions Hyosung Reports 231.6 Billion Won in Second-Quarter Operating Profit… Up 134% Thanks to Strong Performance in Power Equipment and Chemicals |
| ZDNET Korea | July 31, 2026 |
Nambu Power and KCL Collaborate to Commercialize Next-Generation BIPV and Build a Foundation for Corporate Growth Korea Southern Power Collaborates with KCL to Commercialize Next-Generation BIPV and Foster Corporate Growth |
| ZDNET Korea | July 31, 2026 |
JobKorea vs. Saramin: The Battle for “AI Post-Payment Recruitment”… Key Differentiators JobKorea vs Saramin: The Battle Over “AI Deferred-Payment Recruitment”… What Sets Them Apart? |
| ZDNET Korea | July 31, 2026 |
EcoPro BEM Reports Slowing Second-Quarter Results… Hopes Are Pinned on the Hungarian Plant to Drive Performance EcoPro BM’s Second-Quarter Earnings Slow Down… Hopes for Hungarian Plant to Drive Growth |
| ZDNET Korea | July 31, 2026 |
U.S. Big Tech Firms’ AI Investments Exceed 1,500 Trillion Won… Profitability Put to the Test South Korea’s Big Tech AI Investments Surpass 1,500 Trillion Won… Profitability Put to the Test |
| ZDNET Korea | July 31, 2026 |
[ZD SW Today] Muhayu Unveils “Reference Validity Test” for the First Time in Japan, and More [ZD SW Today] Muhayu Unveils “Reference Validity Check” for the First Time in Japan, and More |
| ZDNET Korea | July 31, 2026 |
Export-Oriented Businesses Are Turning to Top Domestic Companies… Why Is “Reverse Export” Expanding in the Food Industry? Export Products Become Domestic Bestsellers… Why Is the “Reverse Launch” Trend Spreading in the Food Industry? |
| ZDNET Korea | July 31, 2026 |
The Middle East Leads the Sovereign AI Race… South Korea Is Also Expanding Its Presence Middle East Leads the Race for Sovereign AI… South Korea Also Expanding Its Presence |
| ZDNET Korea | July 31, 2026 |
Lotte: From Shared Growth with Partner Companies to Supporting the Vulnerable… Enhancing Social Value Lotte: From Shared Growth with Business Partners to Giving Back to Vulnerable Groups… Social Value on the Rise |
| ZDNET Korea | July 31, 2026 |
[AI Now] Following OpenAI, Anthropic Also Experiences ‘Actual Hacking’… AI Control in a State of Emergency [AI Now] Following OpenAI, Anthropic Also Experiences ‘Actual Hacking’… AI Control in a State of Emergency |
| JoongAng Ilbo | August 1, 2026 |
Even though they said, “We’ll hit 10,000 points,” they kept lowering their target one after another… Why do brokerage firms brazenly “follow the trend”? They Said It Would Hit 10,000 Points, but Now They’re Lowering Their Forecasts One After Another… Why Are Brokerages So Shamelessly “Playing Catch-Up”? |
| JoongAng Ilbo | August 1, 2026 |
On the day the KOSPI surged 18%, retail investors poured 8 trillion yen into the market. On the Day the KOSPI Soared 18%, Retail Investors Sold Off 8 Trillion |
| JoongAng Ilbo | August 1, 2026 |
South Korea and Japan Join Forces to Defend Their Currencies… Foreign Media Report on “Three-Way Cooperation with U.S. Support” South Korea and Japan Join Forces to Defend Exchange Rates… Foreign Media: “U.S. Joins In, Forming a Three-Way Alliance” |
| JoongAng Ilbo | August 1, 2026 |
“A seasoned driver who is neither reckless nor inexperienced,” “a person capable of uniting party members for the president’s success,” “a figure suited to be a partner in governing amid the clash between pro- and anti-government sentiment.” “A veteran driver—neither reckless nor inexperienced” “Someone who can rally party members for the president’s success” “A clash between public support and opposition—the ideal partner for governing” |
| JoongAng Ilbo | August 1, 2026 |
Will the 10-year gap in the Special Prosecutor’s Office be filled? … Democratic Party Endorses Ruling Party Candidate Choi Ki-ru Will the 10-Year Gap in the Special Inspector General Position Be Filled?… Democratic Party Nominates Choi Gil-su as Ruling Party Candidate |
| JoongAng Ilbo | August 1, 2026 |
Korea’s 20 Trillion Won Sovereign Wealth Fund to Launch Next Year 20 Trillion K Sovereign Wealth Fund to Launch Next Year |
| BAIDU | Yesterday at 9:30 p.m. |
Delon Laser: The company’s semiconductor wafer cutting equipment is compatible with a wide range of semiconductor materials, including silicon carbide Delon Laser: The company’s semiconductor wafer dicing equipment is suitable for a variety of semiconductor materials, including silicon carbide |
| BAIDU | Yesterday at 9:25 PM |
“The Big Short” Goes on the Offensive! On a Day of Soaring Semiconductor Stocks, the Short-Selling Trigger Is Pulled, and AI Short-Selling Accelerates… “Major Short Sellers” Launch a Full-Scale Attack! On a Day of Soaring Semiconductor Prices, the “Short Selling” Trigger Is Pulled, and Short Selling of AI Stocks Accelerates… |
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From Computing to Storage: The 2D Semiconductor Industry Chain Is Taking Shape From Computing to Storage: The 2D Semiconductor Industry Chain Is Taking Shape |
| BAIDU | Yesterday at 10:10 p.m. |
U.S. AI hardware-related stocks fell sharply, and the Philadelphia Semiconductor Index gave up its 5% gain and turned lower U.S. AI hardware stocks weakened rapidly; the Philadelphia Semiconductor Index gave up its 5% gain and turned lower |
| BAIDU | Yesterday at 10:14 p.m. |
The U.S. semiconductor sector is rapidly losing ground, and the Philadelphia Semiconductor Index has turned lower The U.S. semiconductor sector weakened rapidly, and the Philadelphia Semiconductor Index turned lower |
| BAIDU | Yesterday at 10:12 p.m. |
U.S. AI hardware-related stocks rapidly weakened, and the Philadelphia Semiconductor Index gave up its 5% gain and turned lower U.S. AI hardware stocks weakened rapidly; the Philadelphia Semiconductor Index gave up its 5% gain and turned lower |
| BAIDU | Yesterday at 8:22 p.m. |
Ahead of the U.S. stock market open, the Philadelphia Semiconductor Index maintained its upward momentum, led by Intel The Philadelphia Semiconductor Index continued its upward trend ahead of the U.S. stock market open, with Intel leading the gains |
| BAIDU | Yesterday at 9:34 p.m. |
U.S. semiconductor and chip stocks opened higher across the board, with several rising more than 5% U.S. semiconductor and chip stocks opened higher across the board, with many rising more than 5% |
| BAIDU | Yesterday at 4:52 p.m. |
AMEC Invests in the Establishment of a New Company for Semiconductor Equipment AMEC Invests in the Establishment of a New Semiconductor Equipment Company |
| BAIDU | Yesterday at 9:37 p.m. |
Philadelphia Semiconductor Index Rises 5.1% at Open The Philadelphia Semiconductor Index opened up 5.1% |
| EE Times Japan | July 31, 2026 | Sony Semiconductor Posts Record First-Quarter Profit Despite Stagnant Smartphone Market, as Major Customers Expand |
| EE Times Japan | July 31, 2026 | Renesas Takasaki Plant to Close: “6-Inch Line Can No Longer Be Maintained” After 50 Years of Operation |
| EE Times Japan | July 31, 2026 | Mitsui Chemicals Joins International Network Developing New Materials Using Generative AI |
| EE Times Japan | July 31, 2026 | What’s the Key to Quadrupedal Locomotion? A Photo Tour of Boston Dynamics’ “Spot” Teardown Exhibition |
| EE Times Japan | July 31, 2026 | China’s Largest DRAM Manufacturer, CXMT, Heads for IPO; Building Its Presence Through Increased Production and HBM Development |
| EE Times Japan | July 31, 2026 | Osaka Metropolitan University Succeeds in Differentiated Synthesis of Organic Semiconductors via Photoreaction |
| EE Times Japan | July 31, 2026 | OEG Begins Offering Wi-Fi 6E-Compliant EMC Immunity Testing for In-Vehicle Devices in Japan |
| SemiEngineering | July 31, 2026 |
Weekly Roundup of the Semiconductor Industry Chip Industry Week In Review |
| ChosunBiz | August 1, 2026 |
[Policy Insights] Regional Disparities in Rainfall During the Rainy Season Become Apparent… Dam Storage Rates: Yeongnam Is on “Red Alert,” While the Chungcheong Region Is on “Green Alert” [Policy Insights] Polarization in Rainfall During the Monsoon Season by Region… Dam Reservoir Levels: “Red Alert” in Yeongnam and Honam, “Green Light” in the Chungcheong Region |
| ChosunBiz | August 1, 2026 |
Why Cooling Is Difficult in Space Data Centers… “We Use Heat Sinks to Cool and Reduce Chip Heat Generation” The reason cooling is difficult in space data centers is… “Cooling with heat sinks to reduce chip heat generation” |
| ChosunBiz | August 1, 2026 |
KOSPI Soars Past 1,000 Points for the First Time in History… Retail Investors Sell Over 8 Trillion Won KOSPI Soars 1,000 Points in Unprecedented Surge… Retail Investors Sell Off Over 8 Trillion Won |
| ChosunBiz | August 1, 2026 |
Retail investors fed up with Roller Conspi rush to sell en masse as the stock begins to rebound Retail Investors Fed Up with the Roller-Coaster Market Rush to Sell as Rebound Begins |
| ChosunBiz | July 31, 2026 |
Apple Slumps Even as Amazon Soars… New York Stock Exchange Opens with Mixed Results Apple Slumps Despite Amazon’s Surge… New York Stock Market Opens Mixed |
| ChosunBiz | July 31, 2026 |
Doosan Acquires SK Siltron for 2.3 Trillion Won… Strengthens Competitiveness in Its “Three Major Business Pillars” of Energy, Machinery, and Semiconductors Doosan Acquires SK Siltron for 2.3 Trillion Won… Strengthens Competitiveness in ‘Three Major Business Pillars’ of Energy, Machinery, and Semiconductors |
| ChosunBiz | July 31, 2026 |
KOSPI Rises 1,000 Points, or 18%, in a Single Day… Sets New Records for Both Percentage Gain and Point Gain KOSPI Jumps 1,000 Points and 18% in a Single Day… Sets New Records for Both Percentage Gain and Point Gain |
| ChosunBiz | July 31, 2026 |
SK Sells 70.6% Stake in SK Siltron to Doosan… Deal Valued at 2.3 Trillion Won SK Sells 70.6% Stake in SK Siltron to Doosan… Deal Valued at 2.3 Trillion Won |
| ChosunBiz | July 31, 2026 |
Ingenia Therapeutics Sees 3-to-1 Subscription Ratio in Public Offering… Lowest Level in 1 Year and 5 Months Ingenia Therapeutics Sees 3-to-1 Subscription Ratio for Public Offering… Lowest Level in 1 Year and 5 Months |
| ChosunBiz | July 31, 2026 |
In July, the sidecar mechanism was triggered 23 times and the circuit breaker 6 times… Extreme volatility plunges the South Korean stock market into turmoil July Saw 23 Sidecar Triggers and 6 Circuit Breaker Triggers… South Korean Stock Market Struggles Amid Extreme Volatility |
| WccfTech | August 1, 2026 |
Tencent’s “GTA Rivals” Last Sentinel Collapses After Six Years of Development; 80 Layoffs at the Studio Behind It Tencent’s “GTA Rival,” *Last Sentinel*, Collapses After Six Years of Development as 80 Layoffs Hit the Studio Behind It |
| WccfTech | August 1, 2026 |
Owlcat Co-Founder Describes the Studio as “Slightly Masochistic” and Agrees to Discuss Baldur’s Gate 4 After Larian Reached Out to Divinity Owlcat Co-Founder Calls Studio “A Little Bit Masochistic,” Embraces Talk of Baldur’s Gate 4 After Larian Left to Work on Divinity |
| WccfTech | August 1, 2026 |
DeepSeek’s V4 Flash Guts joined OpenAI’s price war within hours, delivering Opus-grade output at $0.28 per million tokens. Moonshot is scaling up with 20,000 new NVIDIA GPUs. DeepSeek’s V4 Flash Undermines OpenAI’s Price War Within Hours, Matching Opus-Grade Output at $0.28 Per Million Tokens, as Moonshot Scales Up With 20,000 New NVIDIA GPUs |
| WccfTech | August 1, 2026 |
RTX Spark drivers enable unofficial eGPU support on Snapdragon X2 Elite laptops. When paired with the right GPU, they can achieve over 200 FPS in competitive shooters like Overwatch. RTX Spark’s Driver Paves the Way for Unofficial eGPU Support on Snapdragon X2 Elite Laptops, Delivering Over 200 FPS in Competitive Shooters Like Overwatch When Paired with the Right GPU |
| WccfTech | August 1, 2026 |
I scored an RTX 5080 gaming PC at Costco for $1,900, saving $900 User Saves $900 by Snagging an RTX 5080 Gaming PC for Just $1,900 at Costco |
| WccfTech | July 31, 2026 |
AMD Radeon RX 9050 Trails the Already Poorly Rated RTX 5050 by 20–30% AMD Radeon RX 9050 Trails the RTX 5050—a Card Already Criticized for Poor Value—by 20–30% |
| WccfTech | July 31, 2026 |
Xenoblade Chronicles 2 for Nintendo Switch: Two Editions—Innovative, Yet the Real Upgrades Aren’t Visible “Xenoblade Chronicles 2: Nintendo Switch 2 Edition” Is Transformative, Yet the Real Upgrade Isn’t Visual |
| WccfTech | July 31, 2026 |
Xbox CEO Asha Sharma Aims for 500 Million Daily Players by 2030, but Xbox’s Own Numbers Show a Sharp Rise Xbox CEO Asha Sharma Aims for 0.5 Billion Daily Players by 2030, Yet Xbox’s Own Numbers Show a Brutal Uphill Battle |
| WccfTech | July 31, 2026 |
AMD Notifies Partners of a Price Increase of at Least 10% for GPU Memory Kits, Following NVIDIA’s Lead AMD Follows NVIDIA in Raising Prices, Notifying Partners of at Least a 10% Increase in GPU-Memory Kit Prices |
| WccfTech | July 31, 2026 |
Nintendo May Link the *Zelda: Ocarina of Time* Remake Directly to *GTA 6*—Reviews Suggest a Possible November Release Nintendo May Release the “Zelda: Ocarina of Time” Remake to Compete Directly with “GTA 6,” as the Rating Suggests a Possible November Launch |
| WccfTech | July 31, 2026 |
Sony Acknowledges PlayStation Fans’ Anger Over the Elimination of Discs, but Insists the Decision Won’t Affect Its Business Sony Admits It Has Heard the Complaints of Angry PlayStation Fans Regarding Disc Failure, Yet Insists the Decision Won’t Hurt Business |
| WccfTech | July 31, 2026 |
TECNO’s latest concept smartphone pushes the boundaries of manufacturing physics to achieve a completely bezel-less 0mm screen TECNO’s Latest Concept Smartphone Defies the Physics and Limitations of Manufacturing With a Completely Bezel-Less Screen Measuring 0mm |
| WccfTech | July 31, 2026 |
Square Enix’s Cautious Revenue Forecast Hides the True 2027 Release Window for FFVII, but FFXIV Cross-Play Offers a Clue Square Enix’s Cautious Earnings Forecast Hides the True 2027 Launch Window for *Final Fantasy VII: Revelation*, but the *FFXIV* Reference Gives It Away |
| WccfTech | July 31, 2026 |
Samsung and SK Hynix Are Restructuring Their DRAM Business Models to Cope with the Peak in Supply and Demand and the Economic Slowdown Samsung and SK Hynix Have Re-Engineered the DRAM Business Model to Defy Peak-Out and Recession |
| WccfTech | July 31, 2026 |
Electronic Arts to Return to Private Ownership for the First Time in 37 Years. A PIF-led consortium has secured all regulatory approvals and is preparing to close the deal. Electronic Arts Returns to Private Ownership After 37 Years as the PIF-Led Consortium Secures All Regulatory Approvals and Prepares for Closing |
| WccfTech | July 31, 2026 |
One user’s Core i9-13900K reached 155°C at 93W power consumption, but there’s no need for excessive concern A User’s Core i9-13900K Reached a Temperature of 155°C at Just 93W Power Draw, But There’s Little Cause for Concern |
| WccfTech | July 31, 2026 |
Apple Evaluates Multiple Memory Sources, Including Those from China, Amid Backlash from U.S. Senators—Aiming to Strengthen Its Supply Chain Apple Says It Is Evaluating Various Memory Sources, Including Chinese Ones That Would “Help Us On The Supply Side,” Despite Pushback From U.S. Senators |
| WccfTech | July 31, 2026 |
MacBook Neo to Be Apple’s Top-Selling Mac in the Third Quarter of 2026—Thanks to John Ternus for His Dedication to Bringing the Product to Life The MacBook Neo Became Apple’s Top-Selling Mac in Q3 2026, and We All Owe John Ternus a Huge Thank You for Bringing the Product to Life |
| WccfTech | July 31, 2026 |
Apple Posts Strong Financial Results in Tim Cook’s Final Quarter as CEO, but Soaring Memory Prices and Weak Service Performance Cast a Shadow Apple Hits It Out of the Park With Tim Cook’s Final Earnings Report as CEO Despite Skyrocketing Memory Prices, But Drops the Ball on Services |
| WccfTech | July 31, 2026 |
AMD Quietly Introduces Zen 6 Client Support on Linux, Extending to Olympic Ridge Desktop and Medusa Mobile Ryzen Chips AMD Quietly Adds Zen 6 Client Support to Linux, Hinting at Olympic Ridge Desktops and Medusa Mobile Ryzen Chips |
| JW.com (JW) | August 1, 2026 |
Helin Micro-Nano Soars Nearly 19% in a Single Day: Amid Concept-Driven Frenzy, How Much Support Do Fundamentals Provide? Helin Micro-Nano Soars Nearly 19% in a Single Day: How Much Support Do Fundamentals Provide Amid Concept-Driven Frenzy? |
| JW.com (JW) | August 1, 2026 |
[2026 Mid-Year Report Flash] Xin Henghui: Revenue Up, Net Profit Down; Etched Lead Frames Drive Growth [2026 Mid-Year Report Quick Analysis] Xin Henghui: Revenue Up, Net Profit Down; Etched Lead Frames Serve as Growth Engine |
| JW.com (JW) | August 1, 2026 |
Braving the Rough Seas and Setting Sail for the Future—A Report on the District-wide Investment Promotion and Project Construction Promotion Conference and Project Site Visit Paddling Vigorously Through the Waves Across the Vast Rivers and Seas, Seizing the Momentum to Set Sail Toward the Future — A Side Note on the District-wide Investment Promotion and Project Construction Promotion Conference and Project Site Visit Activities |
| JW.com (JW) | July 31, 2026 |
In 2025, China’s Industrial Embodied Intelligent Robot Market Reached 5.74 Billion Yuan, Entering a Phase of Comprehensive Competitiveness In 2025, China’s industrial embodied intelligent robot market reached 5.74 billion yuan, entering a phase of competition based on comprehensive capabilities |
| JW.com (JW) | July 31, 2026 |
Global Smartphone Shipments Decline 6% to 272 Million Units in Q2; Storage Price Hikes Reshape Industry Pricing Structure Global Smartphone Shipments Drop 6% to 272 Million Units in Q2; Storage Price Hikes Reshape Industry Pricing Structure |
| JW.com (JW) | July 31, 2026 |
South Korea Links AI Data Center Aid to ODA, Actively Promoting the Overseas Expansion of Domestic NPU Chips South Korea Plans to “Tie” ODA to the Construction of AI Data Centers to Actively Promote the Overseas Expansion of Domestic NPU Chips |
| JW.com (JW) | July 31, 2026 |
South Korean Stock Market Surges 18% After “Circuit Breaker Week”; SK Hynix Soars 30% South Korean Stock Market Rallies 18% After “Circuit Breaker Week”; SK Hynix Soars 30% |
| JW.com (JW) | July 31, 2026 |
Huang Chongren, Chairman of Lijie Electronics, Passes Away at Age 77 Huang Chongren, Chairman of Lijie Electronics, Passes Away at Age 77 |
| JW.com (JW) | July 31, 2026 |
GigaDevice Plans to Repurchase A-Shares for 1 to 2 Billion Yuan; Approval by Shareholders’ Meeting Required GigaDevice Plans to Repurchase A-Shares for 1–2 Billion Yuan; Subject to Shareholders’ Meeting Approval |
| JW.com (JW) | July 31, 2026 |
“Display” Capabilities Shine | Visionox Makes Its ChinaJoy Debut, Showcasing Comprehensive Applications “Display” Capabilities Make a Splash | Visionox Makes Its Debut at ChinaJoy, Showcasing Comprehensive Applications Across All Scenarios |
| JW.com (JW) | July 31, 2026 |
Jingwei Huikai Completes Acquisition of 6.5806% Stake in North Micro, Bringing Its Total Stake to 28.6961% Jingwei Huikai has completed the acquisition of a 6.5806% stake in North Micro, bringing its ownership stake to 28.6961% |
| JW.com (JW) | July 31, 2026 |
Samsung S26 Ultra Debuts with “Double Pixel” Privacy-Protecting OLED, Cost Up 10% Samsung S26 Ultra Debuts “Dual-Pixel” Privacy-Protecting OLED, Cost Up 10% |
| JW.com (JW) | July 31, 2026 |
A New Model of Technology for the Common Good: The Social Value Behind a Single Domestic Chip A New Model of Technology for Good: The Social Value Behind a Single Domestically Produced Chip |
| JW.com (JW) | July 31, 2026 |
From “Tao’s Law” to Exports Contributing Nearly One-Third of the Nation’s Total: The National Development and Reform Commission Details New Breakthroughs in the Integrated Circuit Industry From “Tao’s Law” to Exports Contributing Nearly One-Third: The National Development and Reform Commission Details New Breakthroughs in the Integrated Circuit Industry |
| JW.com (JW) | July 31, 2026 |
Xinqing Technology Raises Over $200 Million in First Half of the Year, Accelerating Domestic Substitution Through Dual Pillars of Automotive-Grade and Industrial Computing Xinqing Technology Raises Over $200 Million in First Half of the Year, Accelerating Domestic Substitution Through Dual Focus on Automotive-Grade and Industrial Computing |
| Power Electronics News | August 1, 2026 |
Yokogawa Test & Measurement Division Announces the WT1500 Precision Power Analyzer Yokogawa Test & Measurement Releases WT1500 Precision Power Analyzer |
| Power Electronics News | July 31, 2026 |
Wide Bandgap Monthly Insights – July 2026 Wide Bandgap Monthly Insights – July 2026 |
| Power Electronics News | July 31, 2026 |
HAX Supports Diamond Quanta’s Engineered Diamond Platform HAX Backs Diamond Quanta’s Engineered Diamond Platform |
| Nikkei Asia (Semi) | August 1, 2026 |
Memory Maker Generates $90 Billion in Cash Flow Amid the AI Gold Rush Memory Makers Rake in $90 Billion in Cash Flow Amid the AI Gold Rush |
| Nikkei Asia (Semi) | July 31, 2026 |
Sony Revises Full-Year Forecast Upward as Quarterly Profit Rises 32% Sony Raises Full-Year Forecast as Quarterly Profit Jumps 32% |
| Nikkei Asia (Semi) | July 31, 2026 |
Japan’s Kioxia Forecasts 31-Fold Profit Surge Amid Tech Stock Volatility Japan’s Kioxia Forecasts 31-Fold Profit Surge Amid Tech Stock Volatility |
| Nikkei Asia (Semi) | July 31, 2026 |
Taiwan’s GDP Grows by Nearly 13% in the Second Quarter, Driven by AI and U.S. Relations Taiwan’s GDP Grows Nearly 13% in Q2, Driven by AI and U.S. Ties |
| Nikkei Asia (Semi) | July 31, 2026 |
Editors’ Choice: Especially in Asia, the dot-com bubble and the AI boom are different Editor’s Choice: In Asia, in particular, the dot-com bubble and the AI boom are different |
| Nikkei Asia (Semi) | July 31, 2026 |
Japan’s Semiconductor Industry Resumes Operations After the Kumamoto Earthquake Japan’s Chip Industry Gets Back to Work After the Kumamoto Earthquake |
| SemiWiki | August 1, 2026 |
DAC 2026: The Problem with John Cooley’s “Troublemaker” Panel DAC 2026: The Trouble with John Cooley’s “Troublemaker” Panel |
| SemiWiki | July 31, 2026 |
The Difference Between CoWoS-S and CoWoS-R The Difference Between CoWoS-S and CoWoS-R |
| SemiWiki | July 31, 2026 |
From Photonics Precision to Reproducible Evidence From Photonics Precision to Repeatable Evidence |
| SemiWiki | July 31, 2026 |
Industry’s First Certified Automotive-Grade PUF (for Software-Defined Vehicles) Industry’s First Certified Automotive-Grade PUF for Software-Defined Vehicles |
| EE Times China | July 31, 2026 |
Tim Cook’s Final Earnings Report: Apple’s Q3 Revenue Hits $109.4 Billion, Gross Margin Exceeds 50% for the First Time, but Market Cap Evaporates by Over $300 Billion Cook’s Final Earnings Report: Apple’s Q3 Revenue Hits $109.4 Billion, Gross Margin Exceeds 50% for the First Time, but Market Cap Evaporates by Over $300 Billion |
| EE Times China | July 31, 2026 |
TCL Huaxing Expands into Semiconductor Packaging: Enters Technical Validation Phase, Plans to Showcase Samples and Establish a Pilot Production Line in the Second Half of the Year TCL Huaxing Enters the Technical Validation Phase for Its Expansion into Semiconductor Packaging: Plans to Showcase Samples and Establish a Pilot Production Line in the Second Half of the Year |
| EE Times China | July 31, 2026 |
AI-powered super-resolution and frame generation are being introduced in mobile games, completing the final piece of the puzzle… AI-powered super-resolution and frame generation for mobile games—the final piece of the puzzle is now in place… |
| EE Times China | July 31, 2026 |
Musk Denies Reports That Tesla Is Considering Selling Its China Operations; Tesla China Issues Official Statement Calling Reports “Groundless” Musk Denies Reports That Tesla Is Considering Divesting Its China Operations; Tesla China Officially Responds That the Reports Are “Unfounded” |
| EE Times China | July 31, 2026 |
According to reports, TSMC is developing “EMIB-like” advanced packaging technology to compete with Intel and address the CoWoS production capacity crisis It is reported that TSMC is developing “EMIB-like” advanced packaging technology to compete with Intel and address the CoWoS production capacity crisis |
| EE Times China | July 31, 2026 |
China’s A-Share Memory Chip Sector Rallies Across the Board: Demingli and GigaDevice Hit Daily Limit Up; Changxin Technology’s Market Cap Exceeds 4 Trillion A-Share Memory Chip Sector Rallies Collectively: Demingli and Zhaoyi Innovation Hit Daily Limit Up; Changxin Technology’s Market Cap Exceeds 4 Trillion |
| EE Times China | July 31, 2026 |
Yushu Technology Announces Schedule for STAR Market IPO: Price Inquiry on August 5, Subscription on August 10, Aiming to Raise 4.202 Billion Yuan Yushu Technology Announces STAR Market IPO Schedule: Price Inquiry on August 5, Subscription on August 10, Aiming to Raise 4.202 Billion Yuan |
| EE Times China | July 31, 2026 |
According to reports, DeepSeek is proceeding with the construction of a 1GW-scale AI data center in Ulanqab DeepSeek Reportedly Preparing to Build a 1GW-Scale AI Data Center in Ulanqab |
| EE Times China | July 31, 2026 |
Record-breaking! Samsung Semiconductor Posts 89 Trillion Won in Profit on Its Own, While Smartphone Division Posts First-Ever Quarterly Loss Record-breaking! Samsung Semiconductor Rakes in 89 Trillion Won in Profit on Its Own, While Smartphone Division Suffers First-Ever Quarterly Loss |
| EE Times China | July 31, 2026 |
U.S. Semiconductor Sector Stages Strong Rebound: SanDisk Rises About 26%, Micron Rises Over 18%; Only One Company Declines U.S. Semiconductor Sector Stages Strong Rebound: SanDisk Rises Nearly 26%, Micron Jumps Over 18%, with Only One Company Posting a Loss |
| EE Times China | July 31, 2026 |
Smartphone Memory Prices Rise More Than 80% Month-Over-Month; DRAM Surpasses SoC as the Most Expensive Component in Flagship Models Smartphone Memory Prices Rise Over 80% Month-Over-Month; DRAM Surpasses SoC to Become the Most Expensive Component in Flagship Models |
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