Mitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture

Mitsubishi Electric and Sony Group subsidiary Sony Semiconductor Solutions announced on July 22, 2026, that they have signed a partnership agreement to launch a joint venture focused on using image sensors to automate manufacturing sites and develop physical AI technology. The new company will be 60% funded by Mitsubishi Electric and 40% by Sony.

Continue reading

Intel 18A adopts High-NA EUV in dual-certification push

Intel Foundry has moved high numerical aperture (High-NA) EUV lithography into production on its Intel 18A process, with ASML confirming in a recent press release that Intel is using the expensive next-generation tool on selected layers of its latest notebook processors, including Panther Lake and the Core Ultra Series 3 built on Intel’s 18A technology. The move comes years earlier than Intel’s original roadmap, but it currently remains in use for some layers of the 18A process is not replacing standard Low-NA EUV equipment.

Continue reading

Server CPUs are AI boom’s next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia’s accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful server processor, and Chinese cloud and internet firms are being pushed into the kind of long-term supply commitments once reserved for the tightest parts of the market.

Continue reading

Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Texas Instruments’ second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive demand acceleration that TI’s own management didn’t see coming three months ago, and the first analog price increases the company has executed in years. Together, they suggest the current upcycle is broadening in ways the supply chain has not fully absorbed.

Continue reading

Philips 27E2N6900QW debuts in China with a 4K Penta Tandem QD-OLED display

The Philips 27E2N6900QW is a new premium monitor for the Chinese market, distinguished by a next‑generation Penta Tandem QD‑OLED panel. The monitor reaches 250 nits in SDR at 100% APL, 450 nits in HDR at 10% APL, and peaks at 1000 nits in a 3% window. Combined with DisplayHDR True Black 400 certification, the panel is engineered to deliver deep blacks and intense highlights without sacrificing…

Continue reading