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Jul 28, 2026 State of the Industry Report: Historic Growth Amid Intensifying Global Competition SIA's 2026 report says global semiconductor sales are surging toward $1.5 trillion, driven by AI demand. U.S. firms hold a 53.4% market share, but SIA urges continued investment in R&D, manufacturing and workforce development to sustain leadership. Semiconductor Industry Association Jul 28, 2026 TSMC Scales 2nm Capacity as Samsung Wins Major AI Chip Deal with Broadcom Samsung deepened its AI chip push by partnering with Broadcom on HBM4 memory, ASICs and 2nm foundry services, leveraging its integrated design strategy as TSMC expands 2nm capacity and prepares price hikes, intensifying foundry competition worldwide. TrendForce Jul 28, 2026 Warning Shots Fired as AMD Announces New Data Center GPUs AMD unveiled next-generation AI CPUs, GPUs and Helios racks at its Advancing AI conference, touting stronger performance and lower cost per token. New partnerships, including Cerebras, and Anthropic deployments strengthen its challenge to Nvidia's AI dominance. EE Times Jul 28, 2026 Op-ed: Over 2,000 proposals aim to govern AI. Not a single one addresses a long-term regulatory framework The rapid pace of AI innovation requires a proactive national regulator instead of fragmented oversight. A future-focused framework that balances innovation, transparency and accountability can reduce long-term risks, strengthen public trust and support sustainable AI growth. CNBC Jul 28, 2026 Nvidia in talks with OpenAI to back its US$500 billion data center lease Nvidia is considering a financing guarantee of up to US$250 billion to help OpenAI lease computing capacity at SoftBank's planned Ohio AI data centre, strengthening AI infrastructure investments while raising investor concerns about circular financing and potential overcapacity. Taipei Times Jul 28, 2026 Exotic Quasiparticles Promise Next-Gen Interconnects Scientists have developed nanowires from the Weyl semimetal niobium arsenide that become more conductive as they shrink. The breakthrough could overcome copper's scaling limits, paving the way for faster, more efficient microchip interconnects in future semiconductor technologies. IEEE Spectrum Jul 28, 2026 Profits in China's chipmaking sector soar 2,500% in first half amid AI boom China's leading chipmakers posted a remarkable 2,579.5% profit surge in the first half of 2026 as booming AI adoption drove unprecedented demand for computing power, memory and AI chips, lifting electronics profits and accelerating domestic production, exports and investment. South China Morning Post Jul 28, 2026 CXMT IPO: Where China's Largest DRAM Maker Stands? CXMT is preparing for a landmark IPO after emerging as the world's fourth-largest memory chipmaker. Backed by rapid DRAM expansion, advancing HBM ambitions and major AI supply deals, the Chinese firm is challenging global rivals despite ongoing US technology restrictions. EE Times Jul 28, 2026 AI Agent Orchestration For ASIC Autonomy AI agents are moving beyond isolated chip design tasks to tackle semantics, physics and parallel engineering workflows. Expanding their role could improve collaboration, deliver more consistent results and unlock productivity gains of 10 times or more across semiconductor design. Semiconductor Engineering Jul 28, 2026 Preparing For AI-Driven Chip Design And Verification Industry leaders at the 2026 ESD Alliance Executive Outlook meeting explored how AI will transform semiconductor engineering by improving design robustness, verification and reliability while reshaping engineering workflows, productivity and chip business economics. Semiconductor Engineering |
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