➀ Discussions on the allocation of the US Chips Act funds to drive semiconductor innovation;

➁ A company's offer to deploy an AI datacenter within 90 days, highlighting rapid tech implementation;

➂ ROHM's breakthrough in miniaturized 30V bi-directional dual MOSFETs (2mΩ, 2x2mm) for power efficiency.

➀ TSMC reported Q2 2025 revenue of $31.9 billion, a 38.6% YoY increase, with January-June total reaching $60 billion (up 40% YoY);

➁ June revenue dipped 17.7% MoM to $9 billion but rose 26.9% YoY;

➂ AI and HPC now account for 59% of revenue (up from 46% in 2024), with full-year growth projected in the mid-20% range.

➀ GlobalFoundries acquires MIPS to enhance its RISC-V-based AI platform solutions and expand its semiconductor IP offerings;

➁ MIPS' Atlas portfolio and virtual platform (Atlas Explorer) aim to optimize AI edge processing and design cycles;

➂ MIPS will operate independently post-acquisition, leveraging GlobalFoundries' manufacturing to accelerate product innovation.

➀ Montenegro, UAE, and Malta experienced the fastest growth in millionaires over the past decade, primarily due to immigration, investment-for-citizenship programs, and favorable tax policies;

➁ Poland, China, and India saw significant millionaire population growth driven by strong economic development and modernization, despite China and India also having high rates of millionaire emigration;

➂ The United Kingdom recorded the largest net emigration of millionaires in 2024, surpassing China and India.

➀ Tesla has delayed its Optimus humanoid robot project, halting supplier orders for two months to address design flaws and explore new suppliers;

➁ Key technical challenges include limited battery life, overheating joint motors, low hand load capacity, and short transmission lifespan, potentially requiring reduced hand movement complexity;

➂ Leadership changes and scaled-back production targets (originally 5k units in 2025, 50k in 2026) cast doubt on project timelines.

➀ IBM launched Power11, a next-generation server designed for hybrid cloud and AI workloads, featuring 99.9999% uptime and resilience against cyber threats;

➁ It introduces the Spyre Accelerator for AI inference, integrates ransomware detection via Power Cyber Vault, and enables zero planned downtime for maintenance through autonomous patching;

➂ Power11 claims twice the performance per watt compared to x86 servers and offers enhanced energy efficiency modes.

➀ SambaNova introduces SambaManaged, an AI inference-optimized datacentre deployable in 90 days, far faster than the traditional 18-24 months;

➁ The solution uses air-cooled power (10kW), minimizes infrastructure changes, offers modular scalability, and supports open-source models to avoid vendor lock-in;

➂ Already adopted by a major US company, it provides efficient AI operations with options for managed services or self-operation as expertise grows.

➀ SiPearl raised $32 million to complete its $130 million Series A round, backed by the European Innovation Council, French State, and Taiwan's Cathay Venture;

➁ Its Rhea1 processor, taped out at TSMC, targets high-performance computing (HPC) and AI inference, and will power Europe's exascale supercomputer JUPITER;

➂ The funding accelerates R&D for next-gen processors for supercomputing, data centers, and AI, with a Series B round planned soon.

➀ IBM launched Power11 servers featuring up to 2048 threads in a 16-socket configuration and DDIMM memory technology for enhanced density;

➁ The platform emphasizes AI capabilities with IBM Watsonx Code Assistant and custom Spyre AI accelerators, extending beyond Z-series mainframes;

➂ Power11 introduces hybrid cloud support via PowerVS and reliability features like Spare Cores, targeting existing enterprise customers with upgraded hardware and software ecosystems.

➀ A UCLA-developed 3D smart pen detects Parkinson's early with over 96% accuracy by analyzing handwriting movements using motion sensors and magnetic ink;

➁ The self-powered device converts motion into electrical signals via a magnetic silicone tip and requires no batteries, enabling use in low-resource settings;

➂ Early diagnosis is critical as current methods often miss early symptoms, and the pen offers an affordable, portable alternative for routine check-ups.

➀ The substrate market is projected to reach $31 billion by 2030, driven by AI and HPC, with key technologies including Advanced IC Substrates (AICS), Glass Core Substrates (GCS), and Substrate-like PCBs (SLP);

➁ AICS rebounded to $14.2 billion in 2024, GCS is nearing commercialization via global investments, SLP shipments hit 392 million units (smartphone-led), and Embedded Die (ED) remains niche but critical for AI chip power delivery;

➂ Capacity expansion is driven by AI/HPC demand, CHIPS Act incentives, and Chinese investments, with Asia dominating production while U.S. and Europe lag but gain government support.

➀ Ed proposes leveraging the oversupply of mature semiconductor nodes to secure cost-effective fab capacity and establishes a fund to support UK semiconductor innovation;

➁ The initiative encourages UK designers and institutions to utilize AI-enabled EDA tools, potentially reducing chip design time by 30-50% and accelerating layout processes by 40-60%;

➂ A committee chaired by Ed will select projects under the scheme, positioning him as the gatekeeper for opportunities that may include personal incentives from applicants.

➀ Asus will launch its Ascend GX10 mini-PC powered by Nvidia's GB10 Grace Blackwell SiP on July 22, targeting AI development with data center-level performance.

➁ The GB10 integrates an Arm-based Grace CPU and Blackwell GPU, delivering 1 PetaFLOPS FP4 AI performance and 128GB unified memory, comparable to Apple's M4 Pro.

➂ Priced around $3,000, the system positions itself as a compact AI workstation, though general-purpose benchmarks show performance similar to mid-tier mobile chips like Snapdragon X Elite.

➀ The U.S. plans to require export licenses for AI GPUs to Malaysia and Thailand to prevent smuggling to China;

➁ Malaysia and Thailand are emerging as suspected transit hubs despite lacking official revenue significance for NVIDIA;

➂ Questions persist about Singapore's role as NVIDIA's key market and potential re-export routes.

➀ NVIDIA股价飙升，市值一度达到3.92万亿美元，成为有史以来最有价值的公司之一；

➁ 由于美国独立日假期，NVIDIA未能打破苹果创下的3.915万亿美元的市值记录；

➂ NVIDIA数据中心业务是其最大的收入来源，最新财报显示数据中心收入超过390亿美元，而游戏业务收入仅为37.6亿美元。

➀ HP and Google collaborate on Dimension with Beam for 3D video conferencing without headsets/glasses;

➁ The AI-driven system evolves from "Project Starline", announced at InfoComm 2025;

➂ Aims to enhance virtual collaboration through immersive spatial communication technology.