Semi Wave Now — News & Research

Daily Semiconductor News & Research • July 15, 2026 • 05:25 AM CST

📊 Today's Data Collection

News items: 69 articles gathered
Company papers: 8 papers from major players
Technology papers: 15 research papers
Total sources: 19 feeds processed

🌟 Highlights

⭐ TOP PAPER

PalmClaw: A Native On-Device Agent Framework for Mobile Phones

Company Research Papers (SMH)Jul 14, 2026 Score: 0.65
Large Language Model (LLM) agents have moved beyond generating responses to executing multi-step tasks by calling tools, observing the results, and iteratively deciding the next action. Most agent sys...

📰 News Items

JCET forecasts higher first-half profit on AI-driven chip demand

DigiTimes (EN)Jul 15, 2026
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watc...

DigiKey video series focuses on Sustainable Futures

FierceElectronics (All news)Jul 14, 2026
Global electronics distributor DigiKey and video series sponsors Analog and Harlan show how sensors and other components are part of a massive move to improve power efficiency

Lenovo says US ThinkBook models do not use YMTC SSDs

DigiTimes (EN)Jul 15, 2026
Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit dismantled and tested in the report was a German-spec model...

Synopsys at Design Automation Conference 2026

SemiWikiJul 14, 2026
Synopsys is catalyzing the era of pervasive intelligence with comprehensive engineering solutions spanning silicon design, IP, and simulation and analysis. At this year’s Design Automation Conference (DAC), the company will showcase innovat...

SwRI, SMU Collaborate to Advance Solid-State Batteries

Semiconductor Digest (General)Jul 13, 2026
Researchers will address a critical bottleneck in next-generation technology. The post SwRI, SMU Collaborate to Advance Solid-State Batteries appeared first on Semiconductor Digest.

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

DigiTimes (EN)Jul 15, 2026
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 bil...

Best of Sensors: Aizip wins startup of the year

FierceElectronics (All news)Jun 22, 2026
Aizip won Startup of the Year at Best of Sensors on May 6 at Sensors Converge. The company's CTO and co-founder, Weier Wan, describes how AI at the edge has advantages and puts his company on solid footing in this Q&A.

Rethinking motorcycle IoT as the hype cools

DigiTimes (EN)Jul 15, 2026
Motorcycle IoT has returned to the spotlight after a leading two-wheeler maker that pioneered connected systems 10 years ago said it will end related services in 2027. The move has prompted the market to take a fresh look at the state of mo...

ZEISS Opens Semiconductor Innovation Center in Korea

Semiconductor Digest (General)Jul 10, 2026
ZEISS Semiconductor Manufacturing Technology (SMT) has opened a new ZEISS Innovation Center in Yongin, Korea. The post ZEISS Opens Semiconductor Innovation Center in Korea appeared first on Semiconductor Digest.

Micron Announces Up to $3 Billion Strategic Investment

Semiconductor Digest (General)Jul 09, 2026
Investment supports GlobalWafers’ U.S. wafer manufacturing expansion and other strategic investments for long-term supply assurance. The post Micron Announces Up to $3 Billion Strategic Investment appeared first on Semiconductor Digest.

Micron Accelerates U.S. Investments, Pours First Concrete at New York Fab

Semiconductor Digest (General)Jul 09, 2026
Micron raises its planned U.S. investment to more than $250 billion through 2035 and celebrates a construction milestone at what will be the largest semiconductor manufacturing site in U.S. history. The post Micron Accelerates U.S. Investme...

Taiwan becomes Ukraine's third-largest drone battery supplier

DigiTimes (EN)Jul 15, 2026
A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan's drone battery industry has achieved steady growth and significant progress in recent yea...

Zuken Joins TSMC’s Open Innovation Platform EDA Alliance

Semiconductor Digest (General)Jul 08, 2026
Zuken Inc. today announced that it has joined the EDA Alliance in TSMC’s Open Innovation Platform (OIP). The post Zuken Joins TSMC’s Open Innovation Platform EDA Alliance appeared first on Semiconductor Digest.

🏢 Company Papers

Online Control via Counterfactual Tracking

Company Research Papers (SMH)Published: 2026-07-14
We develop a method for online control that competes with general classes of causal policies, beyond the linear-controller classes used by most existing algorithms. Over a horizon of \(T\) rounds, we consider a known linear dynamical system...

PalmClaw: A Native On-Device Agent Framework for Mobile Phones

Company Research Papers (SMH)Published: 2026-07-14
Large Language Model (LLM) agents have moved beyond generating responses to executing multi-step tasks by calling tools, observing the results, and iteratively deciding the next action. Most agent systems run on desktops or servers, which s...

Inclusive P-wave Quarkonium Decay Widths from Lattice QCD and pNRQCD

Company Research Papers (SMH)Published: 2026-07-14
Inclusive hadronic decay widths remain a long-standing challenge for first-principles QCD. We present a framework combining lattice QCD with strongly-coupled potential nonrelativistic QCD (pNRQCD) to compute inclusive P-wave heavy quarkoniu...

The Carbon-Dependent Binary Frequency of CEMP-no Stars

Company Research Papers (SMH)Published: 2026-07-14
Studies of the oldest and most metal-poor stars in the Milky Way have confirmed a common abundance signature of high carbon enrichment, coupled with a subsolar abundance pattern of neutron-capture elements. The so-called CEMP-no stars have ...

Gamma-ray Modes in a Transitional Pulsar

Company Research Papers (SMH)Published: 2026-07-14
Transitional millisecond pulsars (tMSPs) exhibit a unique sub-luminous disk state, at the cross-roads between accretion and rotation power, where they switch between two distinct X-ray modes. We present the discovery of gamma-ray modes in P...

📄 Technology Papers

Computing Cox rings via the cone conjecture

7. AI Accelerators (ASIC vs GPU vs Others)Published: 2026-07-14
We initiate a program to study the Cox ring of Calabi-Yau varieties, employing the notion of Morrison-Kawamata dream spaces. In this setting, we establish an analogue of the Hu-Keel GIT constructions for Mori dream spaces. More precisely, f...

The Seriality Gap in Video Diffusion Models

7. AI Accelerators (ASIC vs GPU vs Others)Published: 2026-07-14
When one ball strikes another, then another, video models should predict the consequences of each bounce. In controlled experiments on multi-ball hard-sphere dynamics, we find that the performance of standard bidirectional video diffusion d...

Online Control via Counterfactual Tracking

6. Memory & StoragePublished: 2026-07-14
We develop a method for online control that competes with general classes of causal policies, beyond the linear-controller classes used by most existing algorithms. Over a horizon of \(T\) rounds, we consider a known linear dynamical system...

PalmClaw: A Native On-Device Agent Framework for Mobile Phones

3. Power & Wide Bandgap MaterialsPublished: 2026-07-14
Large Language Model (LLM) agents have moved beyond generating responses to executing multi-step tasks by calling tools, observing the results, and iteratively deciding the next action. Most agent systems run on desktops or servers, which s...