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Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls

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digitimes.com 2026-07-07

Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

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digitimes.com 2026-07-07

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

Manufacturing Expands in June Amid Global Unrest

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eetimes.com 2026-07-07 News Desk

U.S. manufacturing expanded in June, but Middle East conflict impacted raw materials.

Manufacturing PMI Economic Recovery Supply Chain Disruption Inflation Labor Market Geopolitical Conflict Semiconductor Industry US Economy

Unimicron prices US$1.355 billion overseas depositary receipt offering

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digitimes.com 2026-07-07

Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.

Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

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digitimes.com 2026-07-07

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.

6G base stations to become AI computing nodes, boosting advanced packaging demand

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digitimes.com 2026-07-07

While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.

Samsung Electronics second-quarter operating profit surges on AI memory boom

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digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

Texas emerges as frontrunner for Taiwan firms racing to pick an overseas science park

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digitimes.com 2026-07-07

Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.

Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI - The Futurum Group

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futurumgroup.com 2026-07-07 The Futurum Group

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel - Yahoo Finance

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finance.yahoo.com 2026-07-07 Yahoo Finance

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel - 24/7 Wall St.

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247wallst.com 2026-07-07 24/7 Wall St.

Micron Breaks Ground on approximately $9.2 Billion HBM Plant in Hiroshima, Japan, Intensifying Global Semiconductor Rivalry - finance.biggo.com

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