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28 Jul

AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing

July 28, 2026
By jeff

Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry’s most important specialty gases.

28 Jul

Latest News and Trends

China speeds up 4 new cars a day, intensifying shakeout

July 28, 2026
By jeff

China’s blistering pace of new-car launches — expected to average four new vehicles a day in the first half of 2026 — is shifting from a market-winning tactic to a key driver of industry reshuffling and shakeouts, intensifying cutthroat competition in the auto market.

28 Jul

Latest News and Trends

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

July 28, 2026
By jeff

Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China’s highly competitive budget handset market.

28 Jul

Latest News and Trends

Column: Titan Batteries joins US defense effort to secure domestic drone supply chains with traceable battery solutions

July 28, 2026
By jeff

Idaho-based Titan Batteries has emerged as a key supplier in the US Drone Dominance Program (DDP), providing customized battery solutions for military drones as the Pentagon accelerates efforts to build a secure and resilient domestic supply chain. The company’s focus on localized manufacturing, cybersecurity, and end-to-end traceability aligns with the US Department of Defense’s (DoD) drive to reduce dependence on foreign suppliers for critical defense technologies.

28 Jul

Latest News and Trends

LG Energy Solution sues EVE Energy in US over cylindrical battery patents

July 28, 2026
By jeff

LG Energy Solution has filed patent infringement proceedings against Chinese battery maker EVE Energy in the US over cylindrical lithium-ion battery technologies, seeking relief through both the US International Trade Commission and the US District Court for the Eastern District of Texas.

28 Jul

Latest News and Trends

Zeiss races to break ASML’s EUV optics bottleneck for the AI chip boom

July 28, 2026
By jeff

Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML’s lithography output, with AI data center investment accelerating demand for advanced logic and memory chips.

28 Jul

Latest News and Trends

Apple, Micron’s clash over CXMT puts White House in the middle

July 28, 2026
By jeff

Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed by Micron. Both companies are lobbying the administration of US President Donald Trump, which could force him to make an uncomfortable choice between his goals of cheaper prices or domestic chip production.

28 Jul

Latest News and Trends

Moonshot AI opens Kimi K3 weights, challenging US closed-model economics

July 28, 2026
By jeff

Moonshot AI officially released the model weights for its Kimi K3 large language model on July 27, allowing developers to download, fine-tune, and deploy it.

28 Jul

Latest News and Trends

Nvidia’s Vera targets AI server growth, with CSP adoption the key test

July 28, 2026
By jeff

Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers.

28 Jul

Latest News and Trends

From models to chips: Anthropic chip ambitions pull Korea deeper into the AI silicon race

July 28, 2026
By jeff

The push toward deeper sovereign control over the critical hardware stack underpinning AI models is gaining traction following news of Anthropic’s outreach to SK hynix for supplies related to producing its own chips, spanning early design planning and key component procurement.

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