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Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.

Micron's US$250 billion memory push sharpens three-way race with Korean and Chinese rivals

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digitimes.com 2026-07-10

Micron Technology's decision to lift its planned US investment to more than US$ 250 billion through 2035, unveiled July 9 alongside the first concrete pour at its Clay, New York, site, is fundamentally a bet on where the AI era's most contested commodity, memory, will be manufactured.

Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026

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digitimes.com 2026-07-10

Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter revenue reached NT$2.238 billion, up 5.99% from the first quarter and down 0.46% year on year, while first-half revenue totaled NT$4.349 billion, a 1.30% decline from a year earlier.

Chinese courts allow heirs to inherit accounts of deceased gamers

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tomshardware.com 2026-07-09 Jowi Morales

Your kids can inherit your digital game library if you're in China.

Digital Assets Game Accounts Inheritance Rights Virtual Property Legal Rulings Digital Rights Blockchain Platform Agreements

"Father of HBM" Kim Jung-ho: AI's Essence Is Memory, 3D Stacking Battle Will Be Decided by Cooling and Power Delivery, China and the U.S. Will Catch Up - finance.biggo.com

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finance.biggo.com 2026-07-09 finance.biggo.com

Infineon blocks Innoscience GaN products from US market after patent win

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digitimes.com 2026-07-09

Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

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digitimes.com 2026-07-09

Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten

Apple's Broadcom deal extension shows wireless independence remains a distant dream

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digitimes.com 2026-07-09

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

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digitimes.com 2026-07-09

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

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digitimes.com 2026-07-09

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.

Nvidia flashes buy signals at decade-low valuation - 22V (NVDA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-07-09 Seeking Alpha

Rapidus fab roadmap examined — first new leading-edge chipmaker in decades has one Hokkaido fab, a 2027 deadline, and 60 potential customers - Tom's Hardware

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www.tomshardware.com 2026-07-09 Tom's Hardware

JEDEC releases new SPHBM4 standard to slash AI memory costs

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tomshardware.com 2026-07-08 Anton Shilov

SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.

JEDEC standard High Bandwidth Memory AI processors HBM4 SPHBM4 Memory technology Semiconductor industry Chip design

Global consumer Wi-Fi router shipments fell 6% in Q1 2026