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As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.

MEMS Heralds an Overdue Step Change in Switching Technology

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eetimes.com 2026-07-08 Russ Garcia

AI is not only a prime example of technological advancement itself, but it also accelerates the pace of change across multiple industries by helping develop new technologies while enabling existing ones to perform more effectively. However, there is at least one area of industry that historically has not kept up with those advances, and that is electromechanical devices, especially relays and circ

MEMS technology switching technology semiconductor devices AI infrastructure power control electronic systems industrial automation data centers

ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand

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digitimes.com 2026-07-08

South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.

AI servers squeeze MOSFET supply while PC slump tests power component pricing power

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digitimes.com 2026-07-08

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.

National Center for Instrumentation Research helps academia break 2D materials bottleneck

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digitimes.com 2026-07-08

As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.

China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

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digitimes.com 2026-07-08

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

Netherlands presses China talks on Nexperia and ASML trade frictions

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digitimes.com 2026-07-08

The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.

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