Semiconductors

Chip design, fabrication, advanced packaging, and the semiconductor supply chain.
Data Centres
AI & ML
Semiconductors

Castrol ON PG25 cooling fluids win NVIDIA data centre validation

Castrol's direct-to-chip fluids have passed NVIDIA's technical review for AI factory infrastructure, covering thermal stability, corrosion resistance and supply-chain
Castrol's direct-to-chip fluids have passed NVIDIA's technical review for AI factory infrastructure, covering thermal stability, corrosion resistance and supply-chain
AI & ML
Semiconductors
Cloud Infrastructure

NVIDIA ships Nemotron 3.5 Lightning and NeMo Switchyard

NVIDIA has released a 30-billion-parameter open model and an open source routing library aimed at multi-agent AI deployments across edge, cloud and
NVIDIA has released a 30-billion-parameter open model and an open source routing library aimed at multi-agent AI deployments across edge, cloud and
Semiconductors

UK semiconductor funding hits $321m in 2026; Bristol leads all cities

Tracxn data shows Bristol accounts for over a quarter of all UK semiconductor investment so far in 2026, outpacing Cambridge and London combined.
Tracxn data shows Bristol accounts for over a quarter of all UK semiconductor investment so far in 2026, outpacing Cambridge and London combined.
Semiconductors
Enterprise Software

Edortech eyes battery OEMs with tin-alloy anode claiming 340 Wh/kg

Hungarian deep-tech startup Edortech is seeking global manufacturing partners for its ONLi tin-alloy anode, targeting 340 Wh/kg and twice graphite's volumetric
Hungarian deep-tech startup Edortech is seeking global manufacturing partners for its ONLi tin-alloy anode, targeting 340 Wh/kg and twice graphite's volumetric
AI & ML
Semiconductors
Enterprise Software

Lenovo posts record $26.9bn quarter as AI revenue hits 35% of sales

Lenovo's Q1 FY2026/27 revenue rose 43% year-on-year to an all-time group record, with AI-related sales growing 60% to $9
Lenovo's Q1 FY2026/27 revenue rose 43% year-on-year to an all-time group record, with AI-related sales growing 60% to $9
Semiconductors
AI & ML

UK semiconductor funding hits $321m in 2026 as Bristol leads cities

Bristol alone has attracted more semiconductor investment in 2026 than Cambridge and London combined, according to new Tracxn data.
Bristol alone has attracted more semiconductor investment in 2026 than Cambridge and London combined, according to new Tracxn data.
AI & ML
Data Centres
Semiconductors

Firebird opens Armenia AI factory with NVIDIA and CoreWeave backing

Firebird has launched what it calls the CIS region's largest AI factory in Armenia, with NVIDIA set to invest and a 2 GW global
Firebird has launched what it calls the CIS region's largest AI factory in Armenia, with NVIDIA set to invest and a 2 GW global
Semiconductors
Enterprise Software

ACM Research wins first production order for panel-level plating tool

ACM Research has secured a production order and an evaluation order for its Ultra ECP ap-p horizontal panel electroplating system from two Asian customers.
ACM Research has secured a production order and an evaluation order for its Ultra ECP ap-p horizontal panel electroplating system from two Asian customers.
AI & ML
Enterprise Software
Semiconductors

Lovable partners with Cerebras to cut inference latency in AI coding

Lovable will run latency-sensitive workloads on Cerebras' Wafer-Scale Engine as the two firms jointly explore faster AI software-creation experiences.
Lovable will run latency-sensitive workloads on Cerebras' Wafer-Scale Engine as the two firms jointly explore faster AI software-creation experiences.
Enterprise Software
AI & ML
Semiconductors

Acer launches Iconia Duo tablet trio and AR and AI glasses

Acer has unveiled three Android 16 tablets and two wearable devices aimed at mobile professionals and creative users.
Acer has unveiled three Android 16 tablets and two wearable devices aimed at mobile professionals and creative users.
Semiconductors
Data Centres
AI & ML

Microchip and Micron demo PCIe Gen 6 storage fabric for AI data centres

The two semiconductor firms demonstrated a PCIe Gen 6 switch-and-SSD architecture at FMS 2026, targeting AI, HPC and cloud data centre workloads.
The two semiconductor firms demonstrated a PCIe Gen 6 switch-and-SSD architecture at FMS 2026, targeting AI, HPC and cloud data centre workloads.
Semiconductors
Data Centres
AI & ML

Tower Semiconductor posts record $460m Q2 revenue, guides $520m Q3

Tower Semiconductor beat its own records in Q2 2026 and is guiding for a further 13% sequential rise as silicon photonics demand surges.
Tower Semiconductor beat its own records in Q2 2026 and is guiding for a further 13% sequential rise as silicon photonics demand surges.
Semiconductors
AI & ML
Data Centres

AMD posts record $11.5bn Q2 revenue as data centre sales double

AMD's data centre segment hit $6.7bn in Q2 2026, up 107% year-on-year, as EPYC and Instinct GPU demand drove record group
AMD's data centre segment hit $6.7bn in Q2 2026, up 107% year-on-year, as EPYC and Instinct GPU demand drove record group
Semiconductors
Data Centres
AI & ML

onsemi Q2 2026: revenue up 9% as AI data centre business doubles

The Nasdaq-listed power semiconductor maker posted $1.6bn in Q2 revenue and said its AI data centre segment is on track to more than
The Nasdaq-listed power semiconductor maker posted $1.6bn in Q2 revenue and said its AI data centre segment is on track to more than
Quantum
Semiconductors
Data Centres

IQM Quantum Computers posts first public earnings with EUR 102m backlog

The Nasdaq-listed Finnish quantum firm reported H1 2026 revenues of EUR 8.9m and initiated full-year guidance of EUR 42m to EUR 47m.
The Nasdaq-listed Finnish quantum firm reported H1 2026 revenues of EUR 8.9m and initiated full-year guidance of EUR 42m to EUR 47m.
AI & ML
Enterprise Software
Semiconductors

Mercury Systems taps Palantir Foundry to automate defence factory ops

Mercury Systems and Palantir have agreed to deploy AI-driven material planning and factory automation across Mercury's defence manufacturing sites.
Mercury Systems and Palantir have agreed to deploy AI-driven material planning and factory automation across Mercury's defence manufacturing sites.
Semiconductors
Enterprise Software

Adeia raises long-term revenue target to $600m on semiconductor bet

The IP licensing firm also renewed its Google deal and signed RPX to cover 10 new e-commerce customers in Q2 2026.
The IP licensing firm also renewed its Google deal and signed RPX to cover 10 new e-commerce customers in Q2 2026.
Semiconductors
Datatech

AtomiQ wins three USPTO allowances for nuclear diamond battery

NDBI's majority-owned AtomiQ unit has received three US patent allowances covering core betavoltaic battery architecture, electrode materials, and carbon nanomaterial
NDBI's majority-owned AtomiQ unit has received three US patent allowances covering core betavoltaic battery architecture, electrode materials, and carbon nanomaterial
AI & ML
Semiconductors
Enterprise Software

VisionWave files patent for AI-powered drill-bit sensing platform

VisionWave Holdings has filed a US patent application for DeepWave RF, an edge-AI subsurface sensing system targeting the drilling and exploration industries.
VisionWave Holdings has filed a US patent application for DeepWave RF, an edge-AI subsurface sensing system targeting the drilling and exploration industries.
Datatech
Semiconductors

Kratos delivers turbomachinery for Lockheed Martin ramjet programme

Kratos Defense has completed development and delivery of a compact turbomachinery component for Lockheed Martin's advanced ramjet propulsion system, clearing the way for
Kratos Defense has completed development and delivery of a compact turbomachinery component for Lockheed Martin's advanced ramjet propulsion system, clearing the way for
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