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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.

Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

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digitimes.com 2026-07-09

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.

Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

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digitimes.com 2026-07-09

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).

CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

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digitimes.com 2026-07-09

CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

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digitimes.com 2026-07-09

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc

Yesiang expects foundry expansion to drive revenue growth in 2H26

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digitimes.com 2026-07-09

Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands capacity. The company reported consolidated revenue of NT$247 million (US$7.7 million) in June 2026, up 3.71% from May and 101.60% from a year earlier, setting another record.

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

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digitimes.com 2026-07-09

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Where Does Quantum Computing Stand?

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semiengineering.com 2026-07-09 Bryon Moyer

It's slowly emerging from research and heading toward high-volume production.

Quantum Computing Quantum Technology Quantum Hardware Quantum Algorithms Quantum Networking Quantum Sensing Quantum Economy Quantum Industry

CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

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digitimes.com 2026-07-09

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.

SK Group chief to visit US for SK hynix's listing debut on Nasdaq - The Korea Times

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www.koreatimes.co.kr 2026-07-09 The Korea Times

Why Jim Cramer say investors should own Nvidia and not trade it - CNBC

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www.cnbc.com 2026-07-09 CNBC

Nvidia's CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching. - 24/7 Wall St.

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247wallst.com 2026-07-09 24/7 Wall St.

Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching. - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance