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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.

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

Lenovo confirms YMTC SSDs in notebooks sold outside China

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digitimes.com 2026-07-07

Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.

TSMC's AI bottleneck spills demand across the semiconductor supply chain

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digitimes.com 2026-07-07

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac

Ingenic says DRAM foundry capacity strain won't ease until 2H27

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digitimes.com 2026-07-07

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.

Zhen Ding 2H26 outlook brightens on server and optical demand

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digitimes.com 2026-07-07

PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.

Multi-die Testing In The Field Must Build On Established Test Methodologies

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semiengineering.com 2026-07-07 Laura Peters

Having a device that works at time zero is no longer a guarantee of reliability over it...

Multi-chip system testing In-field testing Silicon aging AI accelerators Data center hardware Automotive electronics 2.5D integration 3D-IC

Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack - Yahoo Finance

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

Canada’s AI Ecosystem Needs More Urgency

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eetimes.com 2026-07-07

Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.