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Samsung Electro-Mechanics, Sumitomo Chemical to form glass-core venture for chip substrates

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digitimes.com 2026-07-06

Samsung Electro-Mechanics signed a final agreement on July 2 with Sumitomo Chemical's Korean subsidiary Dongwoo Fine-Chem to form a joint venture that will produce glass cores, a key material used in next-generation semiconductor package substrates, the companies said.

UMC posts record first-half revenue and plans selective price hikes in second half

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digitimes.com 2026-07-06

United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters.

India's chip mission enters harder phase: deciding where to compete

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digitimes.com 2026-07-06

India's plan to sharply expand public funding for semiconductors marks a new phase in its chip ambitions. The harder question is whether New Delhi can now decide where it wants to win first.

Micron breaks ground on Hiroshima expansion to boost AI memory chip production

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digitimes.com 2026-07-06

Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.

Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

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digitimes.com 2026-07-06

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.

Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging

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digitimes.com 2026-07-06

Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.

Phison says AI demand could erase NAND memory's boom-and-bust cycle

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digitimes.com 2026-07-06

AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

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digitimes.com 2026-07-06

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods.

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

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digitimes.com 2026-07-06

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co

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.

LG Chem begins first mass supply of semiconductor strippers to Amkor

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digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

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digitimes.com 2026-07-06

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.

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.

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - AOL.com

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

Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom - Yahoo Finance

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

Is QUALCOMM, Inc. (QCOM) A Top AI Stock to Buy According to Billionaire Philippe Laffont? - Yahoo Finance

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