lithos' Chip War Dashboard.

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 ☀️ 🇩🇪🇨🇭🇫🇷 EMEA 

🇮🇱  ---  🌑

 China unveils national AI agent standards to accelerate interoperable AI ecosystem  - China has released seven national standards for AI agent interconnection, establishing a unified framework for how AI agents identify themselves, discover one another, collaborate, and invoke external tools as artificial intelligence advances from content generation toward autonomous decision-making and...

 Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber

 TBI Motion taps humanoid robot demand with small-batch shipments

 Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO, and cooling

 Samsung revives 1.4nm foundry push as 2029 timeline takes shape

 Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules

 AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

 Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

 IC design firms brace for uncertain peak season as prices rise

 New GPU and ASIC platforms to drive stronger server shipments in 2H26

 Memory suppliers lock down buyers as contract prices continue surging in 2H26

 Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

 Samsung commits KRW2,655 trillion to future industries, anchoring new Gwangju fab

 Commentary: Behind Micron's bet for long memory demand cycles

 Nvidia, Firmus partner on Indonesia AI infrastructure project

 Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms

 Expected MCU price hike drives early 1H26 pull-ins

 Taiwan optics sector heads into peak season as Apple demand, camera orders rise

 Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

 Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier

 EU's push for cloud sovereignty draws fragmentation warnings

 DRAM price surge tests South Korean memory makers' HBM4 push

 Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

 Samsung, SK Hynix step up CO₂ buying as supplies tighten

 China's LineShine puts Beijing back on top of supercomputer race

 Taiwanese smartphone shipments face deeper pressure as component costs rise

 Shuotong expects stronger demand for liquid cooling in 2H26

 Riken and Taiwan academia join forces on next-gen compound semiconductors

 OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks

 Yao Sheng bets on four new product lines, names Te-ching Shen as president

 Red Hat sees cloud-to-edge shift in Taiwan AI deployment

 Intel-UMC tie-up talk runs into hard realities of process gaps and cash needs

 Halos signals Nvidia's bid to make safety certification the robotics gateway

 Arm says it tops 50% share in hyperscale cloud as x86 grip slips

 Anthropic tops global unicorn list as China shifts to hard tech

 China's SiC race shifts from EVs to AI data centers as SICC overtakes Wolfspeed

 半導體風雲/AI帶動封裝「由圓轉方」 兩岸供應鏈迎商機  - 當全球市場仍聚焦台積電持續擴充先進封裝CoWoS產能之際,6 股東會旺季裡,合晶科技和 光投控等公司釋放一項重要訊號,宣告面板級封裝正式由研發走向量產,也為全球先進封裝「由圓轉方」揭開序幕,先進封裝正迎來近60 來最大的一次製造模式變革。...

 When Software Outruns Silicon: Hardware-Assisted Test Generation to the Rescue  - For the past decade, the semiconductor industry has been moving in one direction: shift-left, specifically, shifting more validation into the pre-silicon phase. The idea was straightforward: if software ultimately determines how a system behaves, then software should become a primary vehicle for verification....

 DSA504RT six-output clock generator targets spacecraft timing  - Microchip Technology is announcing the DSA504RT, a radiation-tolerant, six-output programmable clock generator. The space-grade part addresses the complex timing needs of aerospace and defense applications, highlights the company. The DSA504RT Functional Block Diagram is shown above. “This Microchip...

 U.S. consumers sue Samsung, SK hynix, Micron for alleged DRAM price-fixing  - Hynix Semiconductor is the predecessor of SK hynix. Micron was said to have avoided punishment at the time by cooperating with the investigation.

 Yes to Semiconductors, No to Nuclear: Honam's Contradictory Energy Stance

 The Scream of 'RAM-mageddon'

 Samsung, SK Hynix, Micron Face U.S. DRAM Price-Fixing Lawsuit

 SK Group Creates 32.2 Trillion Social Value, Uses AI Against Greenwashing

 Blue House Unveils Regional Investment Plans for Three Mega Projects

 Tencent secures long-term CXMT server DRAM as China boosts domestic memory

 Blue House maps trillion-won mega projects to drive Korea’s regional growth

 Samsung, SK unveil 800t won southwest chip hub as Daegu-Gyeongbuk protest

 Foreign Investors Net Sell Record 7.7T Won in Semiconductor Stocks

 Jeonnam Gwangju Chief Backs 800 Trillion Won Semiconductor Plan

 Foreigners dump Korea chip giants as market rotates to nonsemis

 Secondary Battery Stocks Surge as Investors Shift From Semiconductors

 Chungcheongbuk-do Welcomes SK Hynix's 100 Trillion Won Investment

 SK Hynix Invests 1,100 Trillion Won in AI Memory Expansion

 SK hynix accelerates Korea AI memory expansion with 1.1 quadrillion won plan

 National Pension Service's Market Support Drives Exchange Rate, Interest Surge

 National Pension drives 14.18% return as Korea stocks surge 59.7%

 Breaking: Samsung Plans Gwangju as Next Semiconductor Complex

 Lee Jae-yong maps Korea chip hub in Gwangju, concentrates HBM5 in Chungcheong

 South Korea pledges 1,000 trillion won to build 18.4 GW AI data centers by 2035

 Minister Kim Unveils 800 Trillion Won Honam Semiconductor Base

 Korea unveils 800t won Honam fabs, 81t won Chungcheong packaging push

 SK ecoplant secures 205 billion won Yongin Suji Samsung 2nd rebuild in Korea

 Ministry of Intellectual Property Expands Tech Police for Semiconductor , AI Leaks

 South Korea boosts tech police to curb semiconductor and AI leaks

 Breaking: Lee Unveils Three Mega Projects, Stresses Speed

 People Power Party Slams Honam Semiconductor Plan as Government-Forced Decision

 People Power slams Honam chip cluster, demands probe into state meddling

 Investors Turn to KODEX ETF Combining Semiconductor Stocks and Bonds

 KB Securities' Issuance Notes Gain Attention in Volatile Semiconductor Market

 Investors pour into Korea bond-mix ETF to ride chip rally and curb volatility

 Synopsys Presents 'Silicon-to-Systems' Vision for AI-Driven Product Development

 Synopsys unveils silicon-to-systems strategy after Ansys acquisition

 Tokyo Electron Wins AI Semiconductor Solution of the Year

 Tokyo Electron wins AI award, accelerates 3D integration for AI hardware

 Applied Materials Unveils 3D AI Chip Equipment for HBM

 Dissecting an active Ethernet splitter  - Need one more network port than available? A splitter can do the trick; spend a few extra bucks to make sure you’ve made the right pick. The post Dissecting an active Ethernet splitter appeared first on EDN .

 Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains  - Below are the most-read DIGITIMES Asia stories from the week of June 22-28, 2026:

 Samsung could become HBM market share leader in 2027

 Samsung, SK Hynix to build KRW800 trillion chip hub in Southwest Korea

 China's first diamond semiconductor supply chain project lands in Zhengzhou

 Musk backs Cook as AI memory crunch drives Apple price hikes

 AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint

 Taiwan optics makers eye humanoid robot vision market as deployments accelerate

 Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS

 China adds 40 Japanese entities to export control and watch lists

 Wistron expands US production to meet AI server demand

 SK Hynix sets up new strategy unit as HBM race intensifies

 Orbbec builds Vietnam factory to broaden global reach

 Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

 Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

 Memory shortage drives long-term uptrend as Apple hikes prices

 Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

 US AI restrictions face scrutiny as Chinese models gain ground

 Physical AI's next hurdle is not walking, but grasping

 Johor's power grid faces mounting strain as data centre pipeline expands

 Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

 Foxlink appoints Freddy Kuo president, targets AI factory transformation

 Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

 Potens expands into AI cooling and power markets, server revenue share hits double digits

 Jih Lin rides AI power demand to clip packaging

 Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

 AI drives TV platforms as Samsung and LG chase smart-home ecosystems

 LinkCom leans into AI networking and high-power power modules to drive growth

 Infineon counters Innoscience claim after China GaN patent setback

 Niching targets higher margins as heat spreader orders extend through year-end

 India roundup: Global tech giants deepen India investments

 Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

 Samsung slows next-gen memory push as price surge rewards existing lines

 Taiwan joins post-HBM memory race with Intel, SoftBank

 LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

 AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

 Taiwan electronics sector stays upbeat as AI demand lifts exports

 Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

 mRNA Vaccine Shrinks Deadly Childhood Cancer Tumors by 70%  - An experimental mRNA vaccine delayed neuroblastoma growth and sharply reduced tumor size in preclinical models. The success of mRNA vaccines during the COVID-19 pandemic sparked interest in whether the same technology could be harnessed to fight cancer. Researchers at RCSI University of Medicine and Health...

 🌔 🇺🇸 Americas 

🇨🇦 ---  🌔 +

 China phone companies drop 2026 shipment forecasts  - Xiaomi, Oppo and Vivo have told suppliers they will again cut shipment targets by up to 30% because of memory costs and shortages, reports the Nikkei. Xiaomi was looking to ship 135 million phones this year, down from 170 million last year but has now cut its forecast to about 95 million phones. Apple,...

 10 countries join Pax Silica but access to AI still an issue  - Access controls over US technology dominated talks around last week’s Pax Silica semiconductor and AI supply chain summit in Washington DC. It began with the addition of 10 countries to the US-led initiative. They extend its influence in manufacturing and raw materials and bring membership to 24 countries....

 Rethinking Chip Verification  - Specification engineering is gaining traction as a potential solution to the verification bottleneck. The post Rethinking Chip Verification appeared first on Semiconductor Engineering .

 Sunrise builds integrated energy platform as AI data center demand rises  - Sino-American Silicon (SAS) Products' Sunrise is expanding its integrated smart energy business as artificial intelligence (AI) and data center demand for high-performance computing drives higher electricity demand worldwide. The company said its combined offering could help global firms secure greener,...

 🌑 🇹🇼🇨🇳 AsiaPac 

🇰🇷🇦🇺 ---  ☀️ +

 Research Bits: June 30  - Monolithic 3D integration; near-field heat transfer. The post Research Bits: June 30 appeared first on Semiconductor Engineering .

 聯發科去 非主管平均 薪連5 奪冠 台積電居第3  - 台灣證券交易所今天公布本國上市公司2025 「非擔任主管職務之全時員工薪資」統計,聯發科非主管全時員工去 平均 薪新台幣446.5萬元, 增3.6%,連續第5 奪冠。 護國神山台積電2025 非主管員工平均 薪407.2萬元, 增2成,從2024 排行第7向上提升至第3名。...

 Snap's Specs Polarize Opinions at AWE USA 2026  - The opening keynote of AWE USA 2026 was given by Evan Spiegel, CEO of Snap. He unveiled the latest version of Snap's augmented reality (AR) glasses, called Specs, to much excitement. Snap has been working to advance spatial computing in a glasses form factor for over a decade. IDTechEx was among the first...

 Toward a Universal Flu Vaccine Based on Lipidots®  - ​​​​​In partnership with Sanofi and Institut pour l'Avancée des Biosciences (IAB), researchers from CEA-Leti have succeeded in enhancing the immune response to an antigen that could be used in a universal flu vaccine. Their approach is based on Lipidots®, lipid nanoparticles developed by CEA-Leti.​...

 CEO Interview with Tom (TJ) Jackson of Softchip  - Tom Jackson is a serial entrepreneur who founded multiple successful technology ventures with expertise in turning around struggling companies. Experienced in developing strategic partnerships across the technology sector. Skilled at translating complex technical innovations into compelling, value propositions...

 SiC助攻 朋程、強茂唱高歌  - 電動車市場進入淡季,牽引逆變器需求仍展現韌性。TrendForce 前指出,2026 第一季全球電動車牽引逆變器裝機量約682萬台、 增1.9%,其中對應800V平台的高壓逆變器裝機量 增21%,明顯優於整體市場。隨碳化矽(SiC)功率元件滲透率持續提高,台廠朋程(8255)、強茂(2481)有望迎接新一波高壓功率半導體商機。...

 South Korea construction output falls 24th month, signaling protracted slump Investments related to artificial intelligence (AI), such as  - Investments related to artificial intelligence (AI), such as semiconductor plants and data centers, and spending on social overhead capital (SOC) will partly ease the slump, but rising construction costs

 Samsung Construction: AI Modular Homes Challenge Housing Crisis It remains to be seen whether Samsung Electronics, which propelled South Korea to global

 Deputy Prime Minister Koo Vows Full Support for Local

 Koo backs regional investment to secure South Korea’s

 BIS Warns AI Investment Surge Dwarfs Past Bubbles For example,

 President Lee Jae Myung to Unveil Mega-Projects With Samsung, SK Investments President Lee emphasized the necessity of the Honam

 Lee unveils mega investments as Samsung, SK plan Honam chip cluster On the 28th, the president wrote on X that “building a

 Prime Minister Kim Labels Honam

 Kim slams conservative backlash to Honam chip cluster as regional bias Prime Minister Kim Min-seok on the 28th pushed back against conservative criticism of Samsung Electronics and SK hynix investing in a Honam

 President Lee Jae Myung Unveils Three Mega Projects With Samsung, SK Notably, the Honam

 President Lee Jae Myung: Honam

 Southwestern Region: Competitive

 People Power Party Labels President Lee's 'Pig' Remark a Self-Portrait She continued, “It is common sense that the political sphere and markets unanimously express concerns over the government’s sudden announcement of

 Minister Kim backs southwest Korea as competitive

 Apple Eyes Chinese CXMT Amid Memory Shortages Analysts suggest the Trump administration, pushing

 Kim Yong-beom Proposes

 Kim Yong-beom backs non-Seoul chip cluster as South Korea’s growth strategy The government is expected to announce plans related to creating a

 Oh Se-hoon warns Korea over coercive push for Honam chip investments Seoul Mayor Oh Se-hoon voiced concern over President Lee Jae-myung’s push for

 President Lee Jae Myung Bolsters Ally in Factional Struggle While some viewed this as a response to media and opposition criticism over the Honam

 People Power slams Lee Jae-myung over ‘pig’ remark amid Honam chip row She continued, “It is common sense that politics and the market would express unanimous concern over the government’s sudden announcement of

 Apple Weighs Chinese Military-Linked Chips Amid Shortage Amid ongoing global memory

 Korean Retail Investors Shift Funds From SpaceX to Semiconductors As SpaceX’s stock price fell sharply, investors began selling it off and once again turned to

 SK AI Alliance: U.S. Collaboration and Korean Strength Key He added, “While NVIDIA and AMD chips exist, domestic chips are also necessary, which is why we support AI

 ETF Market Surpasses KOSDAQ in Market Capitalization for First Time Recently, as market funds have concentrated on large-cap

 Kioxia Employees Gain Billions Through Stock Options Nikkei reported on the 28th that hundreds of millionaires have emerged at Kioxia, a Japanese

 Etf surge outpaces Kosdaq as Korea’s money shifts to stock funds As cash in circulation has recently concentrated in large

 President Lee Jae Myung Urges People Power Party to Halt Honam

 President Lee urges People Power to stop distorting Honam chip zone plan The president posted a total of six social media messages just the day before to explain the need for

 Construction Industry's 24-Month Decline Longest Since 1997 While investments in