🚀 China’s #SananOptoelectronics announces acquisition of #Lumileds—could this break the global top five’s patent monopoly? 💡More analysis from #TrendForce: 🔗.

Q2 Earnings: Memory Giants Post Strong Results, Confident About Sustained Demand in 2H25. The world’s top three memory makers posted strong financial results in 2Q25, driven by surging demand for high-performance memory amid the rapid growth of AI applications. SK hynix reported

🚀 Ramping up its 2025 capex, #Meta is doubling down on AI! Next year, it’s set to deploy new #ASIC-based AI servers—code-named Santa Barbara—with up to 6,000 racks planned!💡Check out the server maker tipped to lead the charge: 🔗.

👀 #NVIDIA may slash RTX 50 prices in China later this month amid weak sales! With a further cut-down version of the #RTX5090D reportedly on the way, what’s Team Green’s next move in this huge market? 💡More: 🔗.

Taiwan's trade surplus with the U.S. hit a new high in the first half of the year, but the U.S. will impose a 20% tariff on Taiwan starting August 7th! How will this impact Taiwan's AI and semiconductor industries? Learn more 👉 .#DataTrack.

🚀 The only Chinese supplier in #NVIDIA’s 800 VDC power system steps into the spotlight! #GaN powerhouse #Innoscience—founded by a former NASA Chief Scientist—reportedly earned its spot with cutting-edge high-power GaN tech.💡More: 🔗

👀 #Intel's chip #packaging expert—a key innovator behind their glass #substrate development—has jumped ship to rival #Samsung. Talent exodus comes with Team Blue's reshuffling?! 💡More: 🔗.

🚀 South Korea just crushed it with $14.71B in semiconductor exports for July - up 31.6% and a new monthly record. Memory prices are surging and everyone wants those premium #HBM and #DDR5 chips!💡More: 🔗.

🚀 Riding the AI boom, #Samsung is not only doubling down on HBM, but betting on chip startups like Korea’s #Rebellions and Israel’s #Teramount, maker of the “TeraVerse” optical interconnect platform.💡More: 🔗.

📅 This Week in Macro: Auguest 3–9. 1️⃣ U.S. Jul ISM Services PMI will be released. The previous figure returned to growth, rising above the 50 mark for the first time in 4 months. Jun trade balance data will also be published. The prior trade deficit widened more than expected,

ASML Tools Reportedly Exempt from U.S. Tariff, Easing Costs for Intel, Samsung, and TSMC. 📰 News Source:

Tesla-Samsung $16.5 billion supply deal may spur chipmaker's US contract business. 📰 News Source:

💥 China’s chip equipment buying spree slowing down? #TEL just cut its forecast, and #KLA is warning of weakening demand—despite China still making up 30% of its Q4 FY2025 sales!💡More: 🔗

🤝 Is #Intel already lining up a backer for its NEX spinoff? Longtime partner #Ericsson is reportedly eyeing a stake—alongside other potential suitors!💡More: 🔗.

🤖 #Tesla's multi-billion #Samsung chip deal might not be for cars! Those cutting-edge 2nm processors are reportedly heading straight to Dojo #supercomputers and #Optimus #robots instead. 💡More: 🔗.

The US JOLTS job openings for June saw their first decline in 3 months. Why are companies starting to tighten their labor demand? Learn more 👉 #DataTrack.

Apple Reports Record Q3 FY2025 Revenue of $94B, Up 10% YoY and Beating Expectations. Apple today announced financial results for its fiscal Q3 ended June 28, 2025, reporting record quarterly revenue of $94B, a 10% YoY increase. Diluted earnings per share rose 12% YoY to $1.57.

🚨 Taiwan faces 20% #tariff starting Aug 7—worse than Japan, Korea, and the EU’s 15%. Should #TSMC, MediaTek, and other upstream chipmakers be worried?💡More: 🔗.

👀 China’s wearable war is heating up! #Alibaba unveils #AI smart glasses powered by Quark, connecting Alipay, Taobao, and more—#Xiaomi could be facing real competition. 💡More: 🔗.

🤔 #Intel delays its #Ohio fab again—beyond 2030–31! But walking away isn’t cheap: the chip giant still plans to pour over $1B into the site in 2025, and could owe billions in government refunds if the project stalls.💡More: 🔗.