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Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing

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digitimes.com 2026-07-06

As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance.

Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant

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digitimes.com 2026-07-06

Greatek Electronics, a subsidiary of memory packaging and testing provider Powertech Technology (PTI), has approved the acquisition of On Semiconductor SSMP Philippines, a packaging and testing services company under the On Semiconductor (Onsemi) group, using internal funds. The acquisition aims to strengthen the group's overseas operational footprint and improve its global customer service capabi

India launches third semiconductor plant as CG Semi begins commercial production in Gujarat

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digitimes.com 2026-07-06

India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country's third semiconductor plant to become operational in 2026. The project forms part of New Delhi's broader effort to build a domestic semiconductor ecosystem under its India S

Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance

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digitimes.com 2026-07-06

Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.

Jim Keller startup Fab2 targets small-fab mass production

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digitimes.com 2026-07-06

Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom's Hardware, Fab2's core idea is a "fab fab": it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles t

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

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digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding round

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digitimes.com 2026-07-06

Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.

Kingboard raises CCL prices again as AI demand tightens PCB material supply

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digitimes.com 2026-07-06

Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.

LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

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digitimes.com 2026-07-06

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand

Applied Materials Fell 7% Today. Here’s Where the Stock Could Head in 2026 - TIKR.com

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news.google.com 2026-07-06 TIKR.com

Micron (MU) Stock Faces Fresh Scrutiny After Michael Burry Reveals Short Position - simplywall.st

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news.google.com 2026-07-06 simplywall.st

Is Meta's Cloud Plan Really a Sign of an AI Semiconductor Investment Bubble? - thelec.net

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news.google.com 2026-07-06 thelec.net

NVIDIA Corporation (NVDA) Secures Bit Origin’s AI Chips Supply as Prices Skyrocket in China’s Black Market - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance