Semiconductors

Micron has lifted its US spending commitment to over $250bn through 2035 as construction of its Clay, New York fab moves ahead of schedule.

Himax Technologies is selling its 31% holding in an unnamed semiconductor startup for a share of an $80m cash acquisition, expected to close in Q4

Wooptix has deployed its Phemet wafer metrology platform at CEA-Leti's Grenoble cleanroom to validate the tool for high-volume semiconductor manufacturing.

The NASDAQ-listed firm said 16 B300 AI servers, due in Q3 2026, are expected to generate $360,000 in monthly recurring revenue from contracted

Soitec will supply Power-SOI substrates to China's ZenSemi as the pair target high-volume 300mm BCD-on-SOI wafers for AI, automotive and

CBAK Energy has unveiled two next-generation LFP cylindrical cells targeting battery backup and UPS applications in GPU-dense AI data centres.

Acer's new Windows 11 gaming handheld pairs Intel Arc G3 Extreme silicon with a dual-fan cooling system, targeting a Middle East and Africa

NVIDIA beat Q1 expectations with 85% year-on-year revenue growth and announced an $80bn share buyback alongside Q2 guidance of $91bn.

Applied Materials has unveiled seven new chipmaking systems targeting DRAM transistor scaling and advanced 3D packaging for next-generation AI chips.

Cerebras Systems reported 94% year-on-year revenue growth in Q1 2026, buoyed by a $20bn OpenAI compute deal and a $6.4bn IPO.

STMicroelectronics has introduced the ST54M, a single-die secure mobile chip integrating a post-quantum cryptography hardware accelerator alongside NFC, eSIM and

Micron's fiscal Q3 2026 revenue rose 346% year-on-year, driven by AI-related demand for HBM and data-centre memory products.

Micron has joined Anthropic's Series H round and signed a multi-year memory and storage supply agreement to support Claude's growing compute demands.

Nasdaq-listed VisionWave has filed a provisional US patent for SDNN, an AI coordination layer targeting counter-drone, robotics and smart-city applications.

ASUS swept 10 Best Choice Awards at Computex 2026, including a Golden Award for its ROG G1000 gaming desktop and a Sustainable Tech Special Award.

SEALSQ has secured a European patent embedding NFTs into secure chips, as sister platform WISe.ART claims hardware-authenticated art certification.

The Nasdaq-listed Israeli quantum hardware firm has made a cryogenic chip carrier for a major US full-stack quantum computing customer using its additive

Tower Semiconductor and Marvell have shipped more than five million coherent photonic ICs, targeting rising bandwidth demands in AI-driven data centre networks.

Sio Silica and Arctic Gateway Group will jointly plan up to $124m in port infrastructure to ship high-purity quartz to Europe via Churchill.

THEON International has entered exclusivity with Carlyle to buy HGH Systèmes Infrarouges for approximately €300 million, targeting Q4 2026 close.