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AGP Executive Report

Last update: 29 minutes ago

AI Memory Push: Samsung and SK hynix are commercializing CXL-based pooled memory to expand AI capacity beyond stacking HBM alone, with SK hynix showing a 256GB CMM-DDR5 CXL 3.2 sample and Samsung targeting year-end production (timelines may slip). Data-Center Connectivity: Prysmian signed a deal worth up to €5.5B with Molex for optical cables for data centers, aiming for €10B+ cumulative revenue by 2035 and €1.1B annual revenue by 2031, plus major US/Europe fibre expansion. Semiconductor Capex: TSMC plans an additional 148 trillion won investment in Arizona to meet long-term AI chip demand, while Samsung Electronics America cuts 739 roles in New Jersey and more in Texas despite record chip profits. Market Mood: South Korea’s KOSPI slid nearly 5% into technical bear territory as AI and chip stocks sold off, with Middle East tensions lifting oil prices. Cooling for AI Racks: Critical Resources hired a liquid-cooling adviser to advance its two-phase spray cooling tech aimed at chiller-free data center heat removal. India Chip Policy: India approved Semicon 2.0 (₹1.27 lakh crore) with design-linked incentives and co-investment to scale advanced chip development. EV Electronics: TVS Sensing Solutions will buy 51% of EV motor/controller maker Weber Drivetrain to build electronics capabilities for electric mobility.

Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.

AGP Wire

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Jul. 17, 2026

PCB mount current transformers gain ground in compact electronics

AGP

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2 hours ago

MEMPHIS Electronic to showcase memory supply support at electronica India 2026

AGP

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Jul. 15, 2026

ZGWD pushes FPC flat connectors for flexible electronics

AGP

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Jul. 15, 2026

STHL expands China PCB offer for global electronics makers

AGP


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Samsung Electronics America to cut over 700 roles amid move to Texas

Samsung Electronics America to cut over 700 roles amid move to Texas

Samsung cuts hundreds of US consumer electronics jobs ahead of Texas HQ move — 739 roles affected in New Jersey as chip division posts record profit

Samsung cuts hundreds of US consumer electronics jobs ahead of Texas HQ move — 739 roles affected in New Jersey as chip division posts record profit


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MEMPHIS Electronic Brings Memory Market Expertise to India’s Expanding Electronics Ecosystem at electronica India 2026

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Jul. 17, 2026

MKDWELL Tech Inc. to Acquire Premium Smart-Home and IoT Group, Diversifying Beyond Automotive Electronics

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Debonding-on-Demand Adhesive Tapes for Electronics Dismantling Market: Trends & Outlook

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Heilind Electronics Now Stocking Brady i4311 Industrial Label Printer

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Jul. 15, 2026

Richardson Electronics Announces Date of Fourth Quarter Fiscal Year 2026 Conference Call

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Jul. 15, 2026

Frequency Electronics, Inc. Announces Fourth Quarter and Fiscal Year 2026 Financial Results

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