• Tuesday | 11 August 2026
Samsung and SK hynix Drive $38.4 Billion South Korean Semiconductor Investment Boom

Samsung Electronics and SK Hynix are accelerating investments in semiconductor manufacturing capacity in South Korea, with more than 54 trillion won (approximately US$38.4 billion) committed to expanding memory production. The spending is also generating new opportunities for South Korean semiconductor equipment and materials suppliers as manufacturers increase investment across front-end, back-en...

11 Aug 2026 | Tuesday | NEWS
Onto Innovation Completes $720M Rigaku Investment to Strengthen Semiconductor Process Control

Onto Innovation Inc. (NYSE: ONTO) has completed the previously announced acquisition of a 27% minority equity stake in Rigaku Holdings Corporation, strengthening a strategic partnership aimed at advancing X-ray-based technologies for semiconductor manufacturing process control. The investment was acquired from Atom Investment, L.P., an affiliate of Carlyle, for ¥113.078 billion (approximately...

11 Aug 2026 | Tuesday | NEWS
Discovered Materials Raises $9M to Accelerate AI-Driven Materials Discovery for Semiconductor Chips

Discovered Materials, a company building AI agents that discover and accelerate the adoption of new materials for semiconductor chips, announces a $9M seed round. They also released hundreds of new materials discovered by frontier AI models, along with the Material Discovery Bench - the first benchmark for agentic materials discovery on real-world semiconductor chip problems. The round ...

11 Aug 2026 | Tuesday | NEWS
Silicon Motion Launches MonTitan SSD Reference Design Kit for Agentic AI Infrastructure

Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, unveiled its new MonTitan™ SSD Reference Design Kit (RDK), featuring the company’s next-generation patented PerformaShape™ technology. Designed for Agentic AI infrastructure, the platform enables enterprise SSDs to serve as a p...

11 Aug 2026 | Tuesday | NEWS
AP Memory Appoints Former Qualcomm and NXP Executive Jian Zhang to Leadership Team

AP Memory, a leading global design company providing customised memory solutions, announced the appointment of Jian Zhang to its leadership team. Jian will apply her extensive global semiconductor experience to help strengthen AP Memory's technology development, product engineering, operations management, and global customer collaboration, supporting the company's next phase of growth and global e...

11 Aug 2026 | Tuesday | NEWS
Ambiq Advances Edge AI Development with Open-Source heliaPROFILER for Apollo SoCs

Semicon Leaders Asia Speaks with Dr Adam Page, Head of AI at Ambiq, on AI Workload Optimisation, Open-Source Edge AI and the HELIA Ecosystem Q. heliaPROFILER is designed to simplify AI workload optimisation on resource-constrained devices. What specific challenges faced by edge AI developers does this new tool address, and how does it improve the development process? The conversation around...

11 Aug 2026 | Tuesday | Interaction
QumulusAI Signs Agentic Hedge Fund Deal to Monetise Sovereign NVIDIA Blackwell AI Compute

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, announced an agreement with an agentic hedge fund. QumulusAI negotiated market-rate compute pricing for the fund’s usage along with a share of its quarterly trading profits, with no exposure to trading losses. The customer operates a fully agentic hedge fund whose specialised AI agents disco...

10 Aug 2026 | Monday | NEWS
Zhanxin Semiconductor Lists on ChiNext as Military-Grade Power IC Specialist Targets AI Growth

Jiangsu Zhanxin Semiconductor Technology Co., Ltd. has officially begun trading on China’s ChiNext board, marking a new stage of growth for the semiconductor company as it seeks to build on its position in military-grade power management integrated circuits (ICs) and expand into high-growth civilian markets. The company, which listed on 7 August, has developed more than 700 proprietary prod...

10 Aug 2026 | Monday | NEWS
Torex Semiconductor Launches AEC-Q100 Grade 1 DC/DC Converters for Automotive Power Systems

Torex Semiconductor Ltd. (Tokyo, Japan: President, Takeshi Kimura, TOKYO Prime: 6616) has launched the XD9704/XD9705 series, a new family of automotive step-down DC/DC converters compliant with the AEC-Q100 Grade 1 standard.The XD9704/XD9705 series is a compact, low-power synchronous buck DC/DC converter with a 36V input rating and 46V peak-voltage capability (≤400ms), making it suitable for au...

10 Aug 2026 | Monday | NEWS
BTQ and ITRI Validate Quantum Compute-in-Memory Architecture for Post-Quantum Cryptography

BTQ Technologies Corp. ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ), a global technology company building the trust infrastructure for the quantum era, is pleased to announce the successful completion of the first milestone of its multi-year collaboration with the Industrial Technology Research Institute ("ITRI") to validate BTQ's Quantum Compute-in-Memory ("QCIM") arc...

10 Aug 2026 | Monday | NEWS
SK hynix to Invest KRW 54 Trillion in New Yongin and Cheongju Fabs to Meet AI Memory Demand

SK hynix Inc. announced that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing demand for memory in the AI era. The company approved a total investment of approximately 54 trillion won, 35.2 trillion won in the Yongin "Y2" fab, and 19.1 trillion won in the Cheongju "M17" fab, in a board meeting. This decision represents execution of the...

10 Aug 2026 | Monday | NEWS
How AI is Reshaping Memory Semiconductor Investing: Tema ETFs on CXMT, DISK and Global Growth

In Conversation with Yuri Khodjamirian, CFA, Chief Investment Officer, Tema ETFs | Semicon Leaders Asia Explores AI, CXMT and the Future of Memory Semiconductor Investing   Q. Tema ETFs added CXMT as one of DISK's largest holdings immediately after its IPO. What gave your investment team the confidence to make such an early and significant allocation? We studied CXMT well before the IPO, i...

10 Aug 2026 | Monday | Interaction
TSMC Expands CoWoS Outsourcing Strategy to Ease AI Chip Packaging Bottlenecks

Taiwan Semiconductor Manufacturing Co. (TSMC) is broadening its outsourcing strategy for advanced chip packaging as it works to address persistent capacity constraints driven by the rapid expansion of the artificial intelligence (AI) market. The world's leading contract chipmaker is reportedly increasing the amount of Chip-on-Wafer (CoW) processing within its Chip-on-Wafer-on-Substrate (CoWoS) pa...

7 Aug 2026 | Friday | NEWS
Valens Semiconductor Interview: AI-Powered Conference Room Connectivity and the Future of Enterprise Collaboration

Semicon Leaders Asia Interviews: Eli Ofek, VP of Products for Valens Semiconductor, on AI-Powered Conference Room Connectivity and Enterprise Collaboration   1. AI-powered features such as automatic camera switching, speaker tracking, and intelligent framing are becoming standard in modern conference rooms. What are the biggest connectivity and infrastructure challenges organisations f...

7 Aug 2026 | Friday | Interaction
Cephia Appoints Semiconductor Veteran Mike McAuliffe as CEO to Accelerate AI-Native Image Sensor Growth

Cephia, a pioneer in AI-Native Image Sensor Products, announced the appointment of semiconductor and computer vision industry veteran Mike McAuliffe as President and Chief Executive Officer. McAuliffe brings extensive experience in building global semiconductor and deeptech companies, spanning startups and scale-ups to public company leadership. He recently served as CEO of Luminar Semiconductor ...

7 Aug 2026 | Friday | NEWS
Longsys Showcases Edge AI Storage Innovations with AMD Collaboration at FMS 2026

Longsys (301308.SZ) is presenting its "Edge AI Storage Fusion" showcase at the Future of Memory and Storage (FMS) 2026, spanning three core scenarios: AI Agent Hosts (AI BOX), AI PCs, and AI Mobile embedded devices. AI Agent Hosts: Co-Optimized with AMD To address memory bottlenecks, KV cache expansion, and latency challenges in local LLM deployment, Longsys has partnered with AMD to integrate A...

7 Aug 2026 | Friday | NEWS
Toshiba Launches TXZ+ M4V Microcontrollers with Advanced Security for IoT and Industrial Systems

Toshiba Electronic Devices & Storage Corporation (“Toshiba”) has announced the TXZ+™ Family Entry-Class M4V Group, standard microcontrollers[1] featuring an Arm® Cortex®-M4 core with a floating-point unit (FPU) that enhances security and data management in IoT devices and industrial equipment. Engineering samples are available. The widespread adoption ...

7 Aug 2026 | Friday | NEWS
Silicon Motion Unveils MonTitan SSD Reference Design Kit to Power Agentic AI Storage Infrastructure

Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, unveiled its new MonTitan™ SSD Reference Design Kit (RDK), featuring the company’s next-generation patented PerformaShape™ technology. Designed for Agentic AI infrastructure, the platform enables enterprise SSDs to serve as a p...

7 Aug 2026 | Friday | NEWS
Everspin and MaxLinear Partner to Evaluate MRAM-Based Memory Architectures for AI Servers

Everspin Technologies, Inc. (NASDAQ: MRAM), the world’s leading developer and manufacturer of MRAM solutions, and MaxLinear, Inc., a provider of high-performance connectivity and storage acceleration solutions, today announced the signing of a memorandum of understanding (MOU) to evaluate next-generation memory architectures designed to improve efficiency and performance in AI servers. AI m...

6 Aug 2026 | Thursday | NEWS
Marvell Expands AI Memory Infrastructure Portfolio to Boost Token Efficiency and Scalable AI Inference

Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, announced innovations across its AI memory infrastructure portfolio, advancing its position spanning server-level AI storage, rack-scale CXL memory expansion and pooling, and pod-level optical shared memory. The portfolio helps hyperscalers and cloud providers scale memory more independently from...

6 Aug 2026 | Thursday | NEWS

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