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Jul 20, 2026 Xi calls for global cooperation on AI President Xi Jinping urged global cooperation on AI governance at the World AI Conference, rejecting unilateral dominance and advocating human-centered rules. China also showcased advanced AI models and technologies to reinforce its leadership in the sector. Taipei Times Jul 20, 2026 ASML Raises Outlook, Plans More EUV Capacity ASML topped second-quarter guidance, lifted its full-year outlook and credited robust AI-driven demand for chipmaking equipment. Strong upgrade sales fueled results, while better product mix, pricing flexibility and higher volumes will boost second-half margins. EE Times Jul 20, 2026 Chinese AI has leveled up, and brought renewed focus on the open weight model shift Moonshot AI unveiled Kimi K3, its 2.8-trillion-parameter model, claiming it outperforms OpenAI and Anthropic rivals on coding and agent benchmarks. The launch intensifies U.S.-China AI competition while increasing pressure on rivals to deliver more capable, cost-effective AI models. CNBC Jul 20, 2026 A chip of one's own Custom chip development is expanding beyond hyperscalers to AI model makers such as OpenAI, Anthropic, Meta, DeepSeek and Zhipu. As custom silicon diversifies across multiple categories, experts urge distinguishing chip types to better assess their economic and strategic impact. Asia Times Jul 17, 2026 Alternative Materials For Hybrid Bonding Copper-to-copper hybrid bonding advances AI chip packaging with denser interconnects and thinner designs than solder methods. Researchers refine surfaces and dielectrics to strengthen bonds, reduce defects, and improve thermal stability too. Semiconductor Engineering Jul 17, 2026 ASML mulling price hike that might hit TSMC, report says ASML plans to raise chipmaking equipment prices as AI-fueled demand strengthens sales, drawing pushback from TSMC. The company also lifted its annual sales forecast, expanded production plans and cited robust demand for advanced lithography systems. Taipei Times Jul 17, 2026 TSMC lifts capex above US$64bn as AI use rises TSMC raised its 2025 capital spending above US$64 billion and expanded its US investment to US$265 billion, driven by surging AI demand. The chipmaker also boosted its revenue outlook, expanded global manufacturing, and reported record quarterly profit. Taipei Times Jul 17, 2026 TSMC Announces Additional $100 Billion Investment In Arizona TSMC will invest an additional $100 billion in Arizona, expanding its total commitment to $265 billion for 10 fabs, advanced packaging plants and an R&D center. The expansion strengthens U.S. chip manufacturing, creates thousands of jobs and advances supply-chain resilience. City of Phoenix Jul 17, 2026 Scientists Overcome a Major Electrical Bottleneck in Next-Generation Semiconductors KAIST researchers developed a seamless platinum diselenide interface that removes metal-semiconductor junction resistance. The advance cuts power loss, improves transistor efficiency, and enables smaller, energy-efficient AI processors and advanced chips. SciTech Daily Jul 17, 2026 What the Quantum Computing Boom Means for CRE JLL says quantum computing is creating a fast-growing real estate market, with more than $4 billion in global projects. As investment rises, specialized facilities are clustering near research hubs, driving infrastructure demand and expanding private-sector opportunities. Commercial Property Executive |
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