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Rapidus and Cadence Partner on Agentic AI for Advanced SoC Design - Eagle-Tribune

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www.eagletribune.com 2026-07-17 Eagle-Tribune

TOKYO & SAN JOSE, Calif.--(BUSINESS WIRE)--Jul 16, 2026-- Rapidus Corporation and Cadence (Nasdaq: CDNS) today announced a collaboration to advance agentic AI for advanced-node system-on-chip (SoC) design by integrating the Cadence® InnoStack™ AI Super Agent into the Rapidus AI-Agentic Design Solution (Raads). The joint effort combines Rapidus’ AI-native design and manufacturing ecosystem for adva

Semiconductor Design AI Agent Technology Advanced Node System-on-Chip SoC Design Cadence Rapidus Artificial Intelligence

Rapidus and Cadence Integrate AI Agents Across Chip Design - Stock Titan

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news.google.com 2026-07-17 Stock Titan

Rapidus and Cadence Partner on Agentic AI for Advanced SoC Desig - GuruFocus

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www.gurufocus.com 2026-07-17 GuruFocus

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

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digitimes.com 2026-07-17

ChangXin Memory Technologies (CXMT) opened subscriptions for its STAR Market IPO on July 16, launching one of China's largest A-share listings of 2026 and marking the country's first complete DRAM journey from technology acquisition and manufacturing validation to mass production and capital market recognition.

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

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digitimes.com 2026-07-17

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace.

TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

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digitimes.com 2026-07-17

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook

Rapidus and Cadence Partner on Agentic AI for Advanced SoC Design - Business Wire

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news.google.com 2026-07-17 Business Wire

Rapidus and Cadence Partner on Agentic AI for Advanced SoC Design - WBOC TV

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www.wboc.com 2026-07-17 WBOC TV

Taiwan-Japan AI tech forum seeks closer partnerships

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digitimes.com 2026-07-17

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMESbefore the event that IBM has already demonstrated 2nm chip

Trumpf Eyes Expanded EUV Adoption by Japan's Rapidus as China Pursues Independent Technology - finance.biggo.com

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finance.biggo.com 2026-07-16 finance.biggo.com

After the AI Sector Pullback, Capital Begins Seeking New Certainty: Could Semiconductor Equipment Stocks Be the Next Major Theme? - TradingKey

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www.tradingkey.com 2026-07-16 TradingKey

CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

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digitimes.com 2026-07-16

The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry it is entering, including detailed profiles of the three incumbents it must eventually displace, and a frank accounting of how far behind it still sits.

Baiwei Storage forecasts sharp first-half profit surge on AI memory demand

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digitimes.com 2026-07-16

Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips and related equipment. The company's preliminary figures suggest stronger orders, improved product mix, and a recovering storage market that could matter for investors worldwide.

China's TPU path gains traction with low-cost AI inference challenging GPU economics

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digitimes.com 2026-07-16

Generative AI applications are expanding rapidly, making computing costs a growing bottleneck to commercial AI deployment. The AI accelerator market, long dominated by graphics processing units (GPUs), has increasingly explored specialised architectures in recent years. Tensor Processing Units (TPUs), optimised for the matrix operations used by AI models, have again drawn industry attention.

Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem

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digitimes.com 2026-07-16

CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker is using the capital market to connect semiconductor suppliers, AI cloud providers, device brands, automakers, and state-backed investors, reinforcing a domestic memory ecosystem.

Direxion launches leveraged ETF to capitalize on SK Hynix AI momentum - Investing.com

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www.investing.com 2026-07-15 Investing.com

SK hynix (SKHY) completes ADR-backed 17,790,000-share capital increase - Stock Titan

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news.google.com 2026-07-15 Stock Titan

Cadence Capital Declares 3-Cent Fully Franked Dividend for the Half-Year Ended 30 June 2026 - Kalkine

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news.google.com 2026-07-15 Kalkine

Aubrey Capital Management Ltd Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-07-15 MarketBeat