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China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.

Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

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digitimes.com 2026-07-03

With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has

Intel takes aim at TSMC's CoWoS lead with EMIB-T

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digitimes.com 2026-07-03

As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.

Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

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digitimes.com 2026-07-03

Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.

Kioxia begins sample shipments of 10th-generation flash memory

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digitimes.com 2026-07-03

Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.

Onsemi, Skyworks Solutions, and Microchip Technology shares plummet, what you need to know - MSN

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www.msn.com 2026-07-03 MSN

Broadcom vs. ON Semiconductor: Which Technology Stock Is a Better Buy in 2026? - The Motley Fool

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www.fool.com 2026-07-03 The Motley Fool

onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know - The Globe and Mail

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www.theglobeandmail.com 2026-07-03 The Globe and Mail

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