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🚨 DIAMOND IS ABOUT TO REPLACE SILICON IN NEXT-GEN CHIPS. Scientists are now producing large single-crystal CVD diamond wafers that could revolutionize electronics. Diamond conducts heat 5× better than copper and over 10× better than silicon while also handling extreme voltages, high frequencies, and radiation. Why this matters: • Thermal Superpower: Diamond acts as its own heat sink, solving one of the biggest problems in high-power chips • Ultra Wide Bandgap: Handles massive voltage and extreme temperatures without breaking down • High Frequencies: Electrons move incredibly fast, perfect for 6G, radar, and advanced telecom • Radiation Hardness: Ideal for satellites, space tech, and nuclear applications The deeper implication is massive: We’re at the early stages of a materials revolution. As silicon hits its physical limits with heat and power, diamond one of the most extraordinary materials in nature could power the next era of AI chips, electric vehicles, and aerospace systems. What do you think will diamond semiconductors become mainstream in the 2030s? Follow for more frontier materials science and future technology.

Today, $FOTO launches on @CBOE. The Tuttle Capital Photonics ETF. Learn more: Lasers. Optical transceivers. Silicon photonics. Specialty wafers. Foundry capacity. The highway between the chips is moving from copper to light. Distributor: Foreside Fund Services

China's company CXMT is rapidly increasing its production of DRAM memory chips Due to this extra supply, experts now expect DRAM prices to fall in the second half of 2027, earlier than the previous prediction of 2028 or 2029. CXMT is producing DDR5 chips running at speeds up to 8,000 MT/s with capacities of 16Gb and 24Gb. They remain about one generation behind leading companies technologically. CXMT's business grew rapidly, with revenue jumping more than 700% in the first three months of 2026 compared to the prior year. The company expects 110 to 120 billion yuan in revenue for the first half of the year. Global DRAM production is expected to reach about 6 million wafers per month by late 2027. This increase should help address current shortages driven by high demand for AI and data centers.

Kye-hyun Kyung, Samsung Electronics Senior Advisor: "Memory prices to fall in H2 next year… Korea must cultivate deep-tech manufacturing" Kye-hyun Kyung, Senior Advisor and former head of Samsung Electronics' Device Solutions (DS) Division, forecast that memory semiconductor prices will decline starting in the second half of next year, and urged Korean industry to prepare in advance. Delivering the keynote at the 285th NAEK Forum, hosted by the National Academy of Engineering of Korea (NAEK) at L-Tower in Seocho-gu, Seoul on the 18th, Advisor Kyung said, "Chinese players are aggressively expanding production capacity (CAPA)," adding that "as memory supply surges, the market could shift starting in the second half of next year or the first half of 2028." Citing global market research firms, Kyung projected that memory prices will fall from H2 next year, when global memory CAPA is expected to surge to 6 million wafers per month. "If Big Tech's return on capex deteriorates, there is a possibility that investment could be scaled back," he said, also warning that memory demand itself could contract from 2028 onwards. While Korean industry, led by Samsung Electronics and SK Hynix, is currently enjoying unprecedented growth by capturing Big Tech's memory demand, the former head of Samsung's semiconductor business argued that Korea must prepare in advance for the post-boom period. Advisor Kyung pointed out, "Korea holds nearly 70% share of the DRAM market, but only 1.5% of the fabless market, and unlike Taiwan, Korea lacks a full-stack semiconductor ecosystem that includes fabless." He went on to advise that "Korea must leap forward as a deep-tech-based manufacturing nation." The point is that Korea should independently build advanced technology capabilities—not only in memory but also in fabless-based system semiconductors and sovereign AI—and actively apply them to its existing strength in manufacturing. He added, "It is difficult for Korea to compete simultaneously with the U.S. and China in both hardware and software," and that "it is important for Korea to do what it does well, and to that end, we must seriously consider how to deploy AI."

Japanese company TOTO, famous for making high-tech toilets, saw its stock price jump sharply after reporting strong growth in its ceramics business. This is because they make special ceramic parts used in producing computer chips for AI. These parts hold silicon wafers steady during manufacturing. Thanks to high AI demand, TOTO is investing more to expand this ceramics division. In the last financial year, sales in this unit grew 34% to 67.4 billion yen. The division now accounts for more than half of the company’s total profit.