🔔 The Daily Semi-Cap — September 14, 2026 📊 SMH: $541.50 (-4.75%) 📈 Earnings: • No new semiconductor earnings released today. 🔥 Major Developments: • Semiconductors led today’s selloff after Anthropic, OpenAI, and xAI leaders backed slowing frontier-model development: the Philadelphia Semiconductor Index fell nearly 6%, while NVIDIA lost 3.4% and Micron, Applied Materials, and Intel dropped between 5.3% and 7.1%. • Google Cloud and Inferact partnered to make TPU a first-class platform in vLLM, aligning their engineering roadmaps around production serving, optimized kernels, native PyTorch support through TorchTPU, and faster support for new frontier models. All resulting work will be open source. • Cornelis launched Active Compute Fabric, an open, programmable architecture spanning scale-up and scale-out AI networking, and raised $205M to fund expansion and next-generation products. Qualcomm is collaborating on the fabric as Cornelis pushes into rack-scale systems. • Fujitsu will begin global sales of its 2nm, 3D-stacked MONAKA CPU in November alongside a made-in-Japan MONAKA Server for sovereign AI, cloud, HPC, and defense workloads. The standalone processor will target cloud operators and server vendors, while the server launches in Japan and Europe.

Manaka Inaba Solo Tour 2026 －EDEN－ starts in Tokyo! 🌸🎤 13 yrs of passion & gratitude! 📸 Full report in the images. Nominated for Best New Artist at MUSIC AWARDS JAPAN 2026! 🏆 More photos: @inabamanaka_ #ManakaInaba# #HelloProject# #JPOP# #EDEN#

Manaka Inaba released her solo debut single 「圧倒的LØVE/Pink Temperature」 on 4/17💕 Have you all listened? Both MVs can also be seen on YouTube "圧倒的LØVE" "Pink Temperature" #MANAKAINABA# #mline# @inabamanaka_

@inabamanaka_ Manaka Inaba 🎬 Introducing “Selenite” Out now (Mar 25) Streaming available 🎬 “NEWAY” MV 🔗 #JPOP# #NowPlaying# #NewMusic# #JapaneseMusic#

🎶 Manaka Inaba's New Single is Out! 🎶 🎥 Check out the MVs here! 👇 "Hoshikuzu no Escape" MV 🔗 "Owaranai Insomnia" MV 🔗 #ManakaInaba# #NewSingle# #JPOP# #HelloProject# #JapaneseMusic# #SynthPop# #RockMusic# #MVRelease# @inabamanaka_

Goods of "Juice=Juice CONCERT TOUR ～terzo～ FINAL Inaba Manaka Sotsugyou Special" available here： Details： English guide： #juicejuice#