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SK Hynix debut is a bet that AI breaks boom-and-bust chip cycle - The Japan Times

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www.japantimes.co.jp 2026-07-11 The Japan Times

Samsung's CXL 3.1 memory delay lays bare Intel, AMD server platform lag

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digitimes.com 2026-07-11

Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components.

QuantumDiamonds sets up Asia HQ in Taiwan, installs first regional system at iST

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digitimes.com 2026-07-11

Backed by support from the European Chips Act, German quantum startup QuantumDiamonds has completed a financing round totaling EUR91 million (approx. US$104.1 million), a move expected to deepen its presence in the three major semiconductor markets and speed the rollout of diamond-based quantum sensing technology into wafer fabs worldwide.

Record chip profits mask a widening divide inside Samsung

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digitimes.com 2026-07-11

Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand are lifting overall earnings, while TVs, home appliances, and other end-device businesses remain under pressure.

Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development

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digitimes.com 2026-07-11

South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the p

Taiwan connector maker Bellwether turns high-current design into patent licensing moat

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digitimes.com 2026-07-11

Bellwether Electronic has evolved from a connector and wire harness manufacturer into a technology developer shaping industry standards and generating patent licensing revenue by focusing on customer challenges in high-current connectors, high-density integration and foolproof connector design, according to Bellwether Electronic chairwoman Hsu Jui-ying, speaking at the Taiwan Venture Capital and P

Apple vs. Nvidia: One Is Growing 10x Faster and Trades Cheaper. The Better AI Dividend Stock Is Clear. - Yahoo Finance

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finance.yahoo.com 2026-07-11 Yahoo Finance

Apple vs. Nvidia: One Is Growing 10x Faster and Trades Cheaper. The Better AI Dividend Stock Is Clear. - Barchart.com

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www.barchart.com 2026-07-11 Barchart.com

Taiwan Semiconductor Manufacturing (TSM) Could Be 9% Above Fair Value On Q2 Optimism - simplywall.st

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simplywall.st 2026-07-11 simplywall.st

Apple sues OpenAI over alleged theft of trade secrets

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tomshardware.com 2026-07-11 Andrew E. Freedman