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Taiwan Issues First National Security Indictment for TSMC Leak to China - dominotheory.com

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dominotheory.com 2026-07-22 dominotheory.com

Prosecutors in Taiwan on Monday indicted a former deputy manager at TSMC for allegedly attempting to leak core technology to China. The Taiwan High Prosecutors Office’s Intellectual said that the former employee, whose surname is Chen (陳), has been charged under the National Security Act and the Trade Secrets Act and that the government will pursue a seven-year prison sentence. The case marks the

TSMC National Security Act Semiconductor Industry Chip Technology Corporate Espionage Chinese Intelligence Taiwan Government Technology Security

Infineon Stages a Sharp Rebound as Chip Sector Sentiment Shifts Overnight - Ad-hoc-news.de

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www.ad-hoc-news.de 2026-07-22 Ad-hoc-news.de

Infineon, Stages Infineon Stages a Sharp Rebound as Chip Sector Sentiment Shifts Overnight Published on 07/22/2026 at 03:21 | Redaktion boerse-global.de Infineon surges 7.13% to top DAX as global chip stocks bounce back on TSMC price hike, positive analyst calls, and strong German ZEW data, reversing a 30-day sell-off. Infineon Stages a Sharp Rebound as Chip Sector Sentiment Shifts Overnight Ill

Infineon Semiconductor TSMC Chip Stocks Market Rally DAX ZEW Index AI Demand

KB Securities says AI efficiency spurs HBM demand, boosts SK hynix outlook - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-07-22 Chosunbiz

Nvidia's Second Act Is Physical AI (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-07-22 Seeking Alpha

Insights Into NVIDIA's Performance Versus Peers In Semiconductors & Semiconductor Equipment Sector - - Benzinga

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www.benzinga.com 2026-07-21 Benzinga

NVIDIA's Synthetic Video Detector can detect AI-generated video with 92% accuracy in less than a second - TweakTown

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www.tweaktown.com 2026-07-21 TweakTown

India Triples Airborne Radar Fleet: New GaN-Powered Netra Mk1A Jets Aim to Close the AWACS Gap With China and Pakistan - Defence Security Asia

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defencesecurityasia.com 2026-07-21 Defence Security Asia

Middlemen emerge as ASEAN's No. 2 AI compute buyers

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digitimes.com 2026-07-21

In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest buyers of AI chips for data centers, industry sources familiar with ASEAN semiconductor distribution say many mid-sized "middlemen" have effectively become ASEAN's second-largest compute buyers, lending fresh credibil

DDR5 module spot prices hit record highs as China-made dies narrow price gap

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digitimes.com 2026-07-21

The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5 spot prices continue to climb as AI and server applications absorb available supply, according to industry sources.

Goldkey secures NT$3.6 billion loan to expand AI server memory business

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digitimes.com 2026-07-21

Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion (US$111.3 million) to support inventory growth and working capital needs tied to AI servers and other high-demand markets. The Taiwan memory module maker said the financing will also back materials purchases as it prepares to expand its high-end RDIMM business in the second half of 2026.

Phone prices to surge in 2H26 as low-end models fade

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digitimes.com 2026-07-21

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view. Global market researchers have issued increasingly bleak forecasts, warning that "chipflation" could last through 2027 and that surging memory prices are already lifting the cost of consumer devices.

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company

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tomshardware.com 2026-07-21 Luke James

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.

TSMC Chip secrets National Security Act Chinese espionage Semiconductor materials analysis Former TSMC manager National core technologies Taiwan prosecutors

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company - Tom's Hardware

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www.tomshardware.com 2026-07-21 Tom's Hardware

Trump administration reportedly reviving push to ban Chinese AI models following Kimi K3 launch, citing cybersecurity

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tomshardware.com 2026-07-21 Etiido Uko

The U.S. may be reigniting efforts to push companies away from Chinese open-weight AI models such as Kimi and DeepSeek.