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UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

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digitimes.com 2026-07-14

United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clus

Liying tops NT$100 million as AI chip demand lifts semiconductor services

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digitimes.com 2026-07-14

Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand for AI chips kept semiconductor utilization rates high. The company also reported record first-half revenue of NT$206 million, reflecting continued demand for its circular-economy services tied to waste hydrofluoric a

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

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digitimes.com 2026-07-14

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Timesreported the move, citing three people familiar with the matter.

Rambus unveils DDR5 9600 chipset for next-generation AI servers

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digitimes.com 2026-07-14

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.

Samsung brings HBM, logic, and optics together in packaging push

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digitimes.com 2026-07-14

Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising power consumption and data-transfer bottlenecks facing AI data centers.

Commentary: Forget AI chips — China's top science awards reveal what Beijing is actually building

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digitimes.com 2026-07-14

China has nine years left to meet its goal of becoming a global science and technology powerhouse by 2035.

Cornyn Op-Ed: CHIPS Act Will Help America Win the AI Race with China - TexasGOPVote

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news.google.com 2026-07-14 TexasGOPVote

Analyst Dan Ives Calls Memory Chips the "Golden Child" of the AI Revolution with "15-to-1" Demand-to-Supply Imbalance - 24/7 Wall St.

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news.google.com 2026-07-14 24/7 Wall St.

Bosch secures $225M CHIPS funding for Roseville semiconductor expansion - ABC10

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