1. TSMC Posts Record Quarter as 2-Nanometer Ramps<\/strong> TSMC reported second-quarter revenue of NT$1,270.38 billion (US$40.20 billion), up 33.7% year-over-year in dollar terms, with net income of NT$706.56 billion, up 77.4%. Gross margin reached 67.7% and advanced technologies (7-nanometer and below) accounted for 77% of wafer revenue, with 2-nanometer contributing 3% in its early ramp. The company guided third-quarter revenue to between US$44.6 billion and US$45.8 billion, supported by what CFO Wendell Huang called steep ramp-up of 2-nanometer capacity. (Source: TSMC Press Release, https:\/\/pr.tsmc.com\/english\/news\/3326)<\/em><\/p>\n 2. Global Chip Sales More Than Double Year Over Year<\/strong> The Semiconductor Industry Association (SIA) announced on July 6 that global semiconductor sales reached $120.6 billion in May 2026, an increase of 9.2% over April's $110.5 billion and 104.1% higher than the May 2025 total. The figures extend a run of double-digit sequential growth that began in the second half of 2025, driven by demand for AI-related logic and memory chips. SIA has projected that annual global semiconductor sales will top $1.5 trillion in 2026. (Source: Semiconductor Industry Association, https:\/\/www.semiconductors.org\/news\/2013\/05\/28\/press_releases_2013\/global_semiconductor_leaders_reach_agreement_on_plan_to_strengthen_industry_through_international_cooperation\/)<\/em><\/p>\n 3. Samsung, SK Sign $950 Billion US Chip Supply Deals<\/strong> South Korea's chipmakers and US technology companies announced supply agreements worth a combined $950 billion at an AI summit in San Francisco on July 24-25. Samsung Electronics signed a five-year memorandum of understanding with Broadcom valued at more than $200 billion, covering HBM4 and HBM4E memory supply, 2-nanometer foundry manufacturing and advanced packaging for Broadcom's AI accelerators. SK Group committed to roughly $750 billion in long-term memory supply and AI infrastructure cooperation with Nvidia, Microsoft and Anthropic. (Source: The Jakarta Post (AFP), https:\/\/www.thejakartapost.com\/business\/2026\/07\/26\/south-korean-chipmakers-to-supply-us-tech-firms-in-950b-deals)<\/em><\/p>\n 4. SK Hynix Raises $26.5 Billion in Record Nasdaq Listing<\/strong> SK hynix closed the initial public offering of 177.9 million American depositary shares at $149.00 per ADS on July 14, after the shares began trading on the Nasdaq Global Select Market on July 10 under the ticker SKHY. The offering raised approximately $26.5 billion, making it the largest US listing ever by a foreign company, surpassing Alibaba's 2014 IPO. Korean media reported the deal was more than seven times oversubscribed, with proceeds earmarked for HBM capacity, advanced packaging and equipment investment. (Source: SK hynix Press Release, https:\/\/www.skhynix.com\/ir\/UI-FR-IR12_T1_view?seq=6843)<\/em><\/p>\n 5. ASML Beats Forecasts and Raises Full-Year Outlook<\/strong> ASML reported second-quarter net sales of \u20ac9.33 billion (about $10.9 billion) on July 15, beating analyst estimates of roughly \u20ac8.8 billion, with net income of \u20ac2.92 billion and a gross margin of 54%. The company raised its 2026 full-year sales guidance for the second time this year, to \u20ac43-45 billion from \u20ac36-40 billion, citing AI-driven demand for advanced logic and memory. ASML shipped 86 new lithography systems in the quarter, up from 67 in the first quarter, and plans to expand EUV and DUV capacity by around 30% in 2027. (Source: TradingKey, https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262031304-asml-q2-earnings-beat-as-intel-adopts-next-generation-lithography-equipment-tradingkey)<\/em><\/p>\n 6. Intel Returns to Growth as Data Center Revenue Soars<\/strong> Intel reported second-quarter revenue of $16.1 billion on July 23, up 25% year-over-year and its strongest revenue growth in more than fifteen years. Data Center and AI revenue rose 59% to $6.3 billion, while Intel Foundry revenue gained 31% to $5.8 billion. The company posted a GAAP net loss of $11.0 billion due to a $12.53 billion non-cash charge tied to its CHIPS Act escrow arrangement; non-GAAP EPS was $0.42. Intel also confirmed high-volume manufacturing of Panther Lake processors on Intel 18A using ASML's High-NA EUV technology. (Source: Intel Newsroom, https:\/\/www.intc.com\/news-events\/press-releases\/detail\/1776\/intel-reports-second-quarter-2026-financial-results)<\/em><\/p>\n 7. Nvidia Commits $1.5 Billion to Amkor US Packaging<\/strong> Amkor Technology and Nvidia announced a multi-year strategic partnership on July 23 under which Nvidia will make a prepayment supporting Amkor's US advanced packaging and test expansion, anchored at its Arizona campus. The companies said the $1.5 billion agreement funds joint development of high-density interconnects and next-generation heterogeneous integration for Nvidia's AI and accelerated computing platforms. Amkor shares jumped about 17% in extended trading. The deal follows Amkor's ten-year US packaging agreement with TSMC signed in June. (Source: Amkor Technology Press Release, https:\/\/ir.amkor.com\/news-releases\/news-release-details\/amkor-technology-announces-strategic-partnership-nvidia-expand)<\/em><\/p>\n 8. AMD Puts Helios AI Racks Into Full Production<\/strong> At its Advancing AI 2026 event in San Francisco on July 23, AMD said its Helios rack-scale AI systems are in full production, with deliveries starting late in the third quarter. Each rack pairs 72 Instinct MI455X GPUs, each with 432GB of HBM4, with 18 sixth-generation EPYC Venice CPUs and Pensando networking. OpenAI said it will bring Helios racks online beginning in the fourth quarter of 2026, while Anthropic outlined plans to deploy up to 2 gigawatts of MI455X capacity. AMD raised its 2030 AI accelerator market estimate to roughly $1.4 trillion. (Source: AMD Press Release, https:\/\/www.amd.com\/en\/newsroom\/press-releases\/2026-7-24-aai-2026-full-stack-compute-agentic-ai.html)<\/em><\/p>\n 9. SK Hynix Warns of Historic Memory Chip Shortage<\/strong> SK hynix said on July 13 that it expects a severe global memory chip shortage to persist as accelerating AI infrastructure demand outstrips supply, with tightness expected to extend for several years. The company said it is exploring new fabrication facilities in regions including the United States, while South Korea plans a significant expansion of domestic memory production. Samsung Electronics, SK hynix and Micron are all ramping capacity, but industry analysts expect supply to remain tight for at least the next 12 to 18 months. (Source: The Economic Times, https:\/\/m.economictimes.com\/topic\/semiconductor-plants)<\/em><\/p>\n 10. Nvidia H200 Shipments to China Resume in Small Volume<\/strong> A US Commerce Department official told Congress on July 14 that very few Nvidia H200 chips had actually shipped to China despite roughly $10 billion in approved export licenses, but officials said the following day that deliveries had begun. The Commerce Department has cleared around ten Chinese firms, including Alibaba, Tencent, ByteDance and ZTE units, to buy up to 75,000 H200 chips each. Chinese regulators, however, require approved buyers to justify why domestic chips such as Huawei's Ascend cannot meet their needs before purchasing. (Source: The Economic Times, https:\/\/s2sorigineconomictimes.timesofindia.co.in\/topic\/nvidia-export-controls)<\/em><\/p>\n 1. OpenAI Ships GPT-5.6 Family Across ChatGPT and API<\/strong> OpenAI made the full GPT-5.6 family generally available on July 9 across ChatGPT, Codex and the API, after a restricted preview that began in late June. The lineup spans three tiers: Sol for frontier reasoning at $5 per million input tokens and $30 per million output tokens, Terra for balanced workloads, and Luna at $0.50\/$3.00 for high-volume tasks. All three support context windows of roughly one million tokens. Analysts noted OpenAI is increasingly selling an inference portfolio that routes work between cheap and high-effort reasoning tiers. (Source: The Neural Feed, https:\/\/theneuralfeed.com\/article\/latest-ai-model-releases-july-2026-timeline-promptzone\/hwdg4kKK)<\/em><\/p>\n 2. Anthropic Launches Claude Opus 5 at Premium-Tier Pricing<\/strong> Anthropic released Claude Opus 5 on July 24, priced at $5 per million input tokens and $25 per million output tokens, with five reasoning-effort levels and a one-million-token context window. The company said the model more than doubles Opus 4.8's score on its Frontier-Bench v0.1 benchmark and approaches the performance of its restricted Fable 5 flagship at roughly half the price. Anthropic also introduced Claude Sonnet 5 at $2 per million input tokens for multi-step agent execution, as frontier labs competed on price-performance. (Source: AI Breaking Wire, https:\/\/aibreakingwire.com\/news\/ai-brief-2026-07-28)<\/em><\/p>\n 3. Microsoft Azure Crosses $100 Billion Annual Revenue<\/strong> Microsoft said on July 29 that its Azure cloud business surpassed $100 billion in revenue for its fiscal year 2026, up about 41% from $75 billion a year earlier. Fourth-quarter revenue came in around $90 billion, above estimates, with cloud growth of 43%. Signed customer agreements not yet recognized as revenue totaled $678 billion, up 84%, and full-year revenue reached $331.8 billion with EPS up 32% to $17.95. The company guided fiscal-2027 capital spending to $255-260 billion, up roughly a third from about $190 billion. (Source: Fortune, https:\/\/fortune.com\/2026\/07\/30\/the-limits-meta-ai-ambitions)<\/em><\/p>\n 4. Meta AI Spending Crushes Free Cash Flow, Shares Fall<\/strong> Meta Platforms reported second-quarter revenue of $60.8 billion on July 29, up 28% year-over-year and ahead of expectations, but earnings per share of $6.18 missed consensus as total costs rose 55%. Free cash flow collapsed to $784 million from $8.5 billion a year earlier, after capital expenditures nearly doubled to $31.1 billion. Meta raised its full-year 2026 capex outlook to $135-145 billion, almost entirely for AI infrastructure, and its shares fell as much as 10% in after-hours trading. (Source: Fortune, https:\/\/fortune.com\/2026\/07\/30\/the-limits-meta-ai-ambitions)<\/em><\/p>\n 5. Tesla Deliveries Hit Record as AI Spending Drains Cash<\/strong> Tesla reported record second-quarter vehicle deliveries on July 22, with quarter-over-quarter growth across the Americas, Asia-Pacific and EMEA, alongside 13.5 GWh of energy storage deployments. But heavy spending on AI, robotaxis and manufacturing pushed free cash flow to negative $1.1 billion, and the company said 2026 capital expenditures will exceed $25 billion. Tesla said its robotaxi service now covers seven US markets with more than 380,000 cumulative unsupervised miles. Investors focused on the cash burn, and shares fell more than 14% the following day. (Source: The Economic Times, https:\/\/economictimes.indiatimes.com\/topic\/tesla-humanoid-robot\/news)<\/em><\/p>\n 6. IBM and Algorithmiq Demonstrate Quantum Advantage<\/strong> IBM and Finland's Algorithmiq announced on July 30 a joint demonstration of quantum advantage: a simulation of heterogeneous quantum matter executed on an IBM Quantum Heron processor that has competed with leading classical methods for eight months without being matched. The team also introduced a framework for trusting quantum results when classical verification is impossible, using controlled noise manipulation and error mitigation. Algorithmiq open-sourced its best classical simulation method as a benchmark so other groups can stress-test future advantage claims. (Source: PR Newswire, http:\/\/www2.prnewswire.com\/news-releases\/ibm-and-algorithmiq-demonstrate-quantum-advantage-establishing-a-framework-for-trusted-quantum-computation-beyond-classical-verification-302838889.html)<\/em><\/p>\n 7. Samsung Unveils Galaxy Z Fold 8 and Flip 8 in London<\/strong> Samsung held its Galaxy Unpacked event in London on July 22, launching the Galaxy Z Fold 8 and a wider, premium Z Fold 8 Ultra alongside the Galaxy Z Flip 8 clamshell foldable. The new foldables run on the Snapdragon 8 Elite Gen 5 for Galaxy platform, with the Ultra variant bringing a redesigned wider folding display and upgraded cameras. Samsung also introduced the Galaxy Watch 9 and Galaxy Watch Ultra 2 smartwatches, and previewed its long-rumored Android XR smart glasses during the show. (Source: The Economic Times, https:\/\/s2sorigineconomictimes.timesofindia.co.in\/topic\/flagship-smartphone-launch)<\/em><\/p>\n 8. Starship Deploys First Starlink V3 Satellites in Test<\/strong> SpaceX's Starship lifted off from Starbase, Texas on July 24 for its thirteenth flight test, the second flight of the Starship and Super Heavy V3 vehicles. The upper stage deployed all 20 next-generation Starlink V3 satellites, the first deployed by Starship, and engineers communicated with each one before they demised on reentry as planned. Starship also reignited a Raptor engine in space and completed a soft splashdown in the Indian Ocean, providing the first views of an intact heatshield. The Super Heavy booster ended in a hard splashdown in the Gulf of Mexico. (Source: SpaceX, https:\/\/www.spacex.com\/launches\/starship-flight-13)<\/em><\/p>\n 9. Twenty-Plus Governments Back 6G Security Initiative<\/strong> The US National Telecommunications and Information Administration launched a global Call to Action for 6G Leadership and Security on July 27, endorsed by more than twenty governments including the United States, United Kingdom, Japan, South Korea, France, Germany and Canada. The signatories committed to promoting open, interoperable, secure and resilient 6G networks, and recognized the central role of trusted artificial intelligence in their development and operation. The initiative aims to strengthen international cooperation on 6G ahead of 3GPP standards work, which is expected to begin in 2027. (Source: European Commission – Digital Economy and Society, https:\/\/digital-strategy.ec.europa.eu\/en\/miscellaneous\/global-united-states-and-more-twenty-governments-launch-6g-leadership-and-security-call-action)<\/em><\/p>\n 10. Insilico Starts First Phase III Trial of AI-Designed Drug<\/strong> Insilico Medicine announced on July 7 that rentosertib, its AI-designed drug for idiopathic pulmonary fibrosis, has entered a Phase III trial, the first AI-discovered therapeutic to reach that stage. Phase IIa data published in Nature Medicine showed patients on the drug improved lung function by an average of 98.4 milliliters over 12 weeks, while placebo patients declined by 20.3 milliliters. Separately, on July 29 the company received its first FDA Fast Track designation for ISM6331, a TEAD inhibitor for malignant pleural mesothelioma. (Source: FrontierNews.ai, https:\/\/www.frontiernews.ai\/news\/article\/why-ais-first-real-drug-victory-still-hasnt-crosse-2c865185)<\/em><\/p>","protected":false},"excerpt":{"rendered":" July 2026 was defined by the AI supply race: Korean chipmakers signed roughly $950 billion in chip supply deals with US technology firms, SK hynix completed a record $26.5 billion Nasdaq listing, and TSMC, Intel and ASML all reported strong quarterly growth. In the broader technology sector, OpenAI and Anthropic shipped new frontier models, Microsoft’s Azure crossed $100 billion in annual revenue, and SpaceX’s Starship deployed its first Starlink V3 satellites.<\/p>","protected":false},"author":9,"featured_media":3105,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[317,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/posts\/3108"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/comments?post=3108"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/posts\/3108\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/media\/3105"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/media?parent=3108"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/categories?post=3108"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/tags?post=3108"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Top 10 Technology News<\/h2>\n