Semiconductors

Chip design, fabrication, advanced packaging, and the semiconductor supply chain.
Semiconductors
Enterprise Software
Data Centres

CBAK Energy reports sodium-ion cell test data and plans 12 GWh capacity

CBAK Energy has published internal test results for its 32140 NH-7Ah sodium-ion cell and outlined a conditional 12 GWh annual production plan.
CBAK Energy has published internal test results for its 32140 NH-7Ah sodium-ion cell and outlined a conditional 12 GWh annual production plan.
Semiconductors
AI & ML
Blockchain

AGM Group maps commercialisation path for DePIN desktop node

NASDAQ-listed AGM Group has outlined volume production and AI service plans for its Bitcoin-mining desktop DePIN node, developed with HashBeaver.
NASDAQ-listed AGM Group has outlined volume production and AI service plans for its Bitcoin-mining desktop DePIN node, developed with HashBeaver.
Semiconductors
AI & ML
Data Centres

NewPhotonics and Tower Semiconductor ship 800G-1.6T photonic ICs for AI

The two companies have begun high-volume production of laser-integrated photonic ICs targeting AI interconnect, with 6.4T chipsets planned for 1H 2027.
The two companies have begun high-volume production of laser-integrated photonic ICs targeting AI interconnect, with 6.4T chipsets planned for 1H 2027.
Semiconductors
Data Centres
AI & ML

GlobalFoundries and Marvell expand SiGe deal for AI optical networking

The multi-year agreement expands SiGe manufacturing capacity at GF's Vermont facility to meet surging demand for high-speed optical interconnects in AI data
The multi-year agreement expands SiGe manufacturing capacity at GF's Vermont facility to meet surging demand for high-speed optical interconnects in AI data
AI & ML
Enterprise Software
Semiconductors

Forge Nano expands Voltaiq AI platform deal for US battery push

Forge Nano will embed Voltaiq's Battery Intelligence platform across its R&D and manufacturing ops as it scales toward a 3 GWh gigafactory in
Forge Nano will embed Voltaiq's Battery Intelligence platform across its R&D and manufacturing ops as it scales toward a 3 GWh gigafactory in
AI & ML
Semiconductors
Cloud Infrastructure

UK Sovereign AI Unit backs eleven companies with £500m mandate

A new Tracxn-sourced report maps the UK's sovereign AI stack, finding only three of the ten most-funded companies qualify cleanly on an
A new Tracxn-sourced report maps the UK's sovereign AI stack, finding only three of the ten most-funded companies qualify cleanly on an
AI & ML
Enterprise Software
Semiconductors

Lenovo expands Qira AI to 16GB PCs, wearables and third-party apps

Lenovo is broadening its Qira personal AI to lower-spec PCs, Motorola wearables and six productivity apps via a new Workato integration.
Lenovo is broadening its Qira personal AI to lower-spec PCs, Motorola wearables and six productivity apps via a new Workato integration.
AI & ML
Semiconductors

Nokia and NVIDIA expand AI-RAN trials with eight global operators

Nokia reports 20%-plus spectral efficiency gains as operators across four regions advance AI-RAN trials on NVIDIA Aerial RAN Computer hardware.
Nokia reports 20%-plus spectral efficiency gains as operators across four regions advance AI-RAN trials on NVIDIA Aerial RAN Computer hardware.
Semiconductors
AI & ML
Data Centres

Aeluma signs $30m CHIPS LOI as photonics losses widen in FY2026

The NASDAQ-listed photonics semiconductor firm posted a $9.2m full-year net loss while advancing a $30m CHIPS funding letter of intent.
The NASDAQ-listed photonics semiconductor firm posted a $9.2m full-year net loss while advancing a $30m CHIPS funding letter of intent.
AI & ML
Semiconductors

OSS wins $400k missile defence contract for Blackwell GPU rigs

One Stop Systems has secured a $400,000 award to supply eight NVIDIA RTX PRO 6000 Blackwell GPUs for US missile defence modelling and simulation.
One Stop Systems has secured a $400,000 award to supply eight NVIDIA RTX PRO 6000 Blackwell GPUs for US missile defence modelling and simulation.
Data Centres
AI & ML
Semiconductors

Seagate: 99% of firms expect AI to lift storage demand

Seagate's inaugural Data Infrastructure Readiness Report finds only 38% of enterprise IT leaders feel fully prepared for AI's long-term storage demands.
Seagate's inaugural Data Infrastructure Readiness Report finds only 38% of enterprise IT leaders feel fully prepared for AI's long-term storage demands.
Semiconductors
AI & ML

Ambarella and Ultralytics bring YOLO models to CVflow edge AI chips

Ambarella and Ultralytics are collaborating to run YOLO computer vision models natively on CVflow-powered edge SoCs, targeting smart cameras, robotics and automotive.
Ambarella and Ultralytics are collaborating to run YOLO computer vision models natively on CVflow-powered edge SoCs, targeting smart cameras, robotics and automotive.
Semiconductors
AI & ML

AnalogAI licenses SST memBrain SAGE IP for sub-watt edge AI chips

AnalogAI will use Microchip's analog compute-in-memory IP to build processors that train and run inference on robots, drones and vehicles below one
AnalogAI will use Microchip's analog compute-in-memory IP to build processors that train and run inference on robots, drones and vehicles below one
Semiconductors
AI & ML

Micron names Deirdre Hanford to head new Research Labs division

Micron has appointed the 37-year Synopsys veteran to lead its $10bn long-horizon memory and AI research institution.
Micron has appointed the 37-year Synopsys veteran to lead its $10bn long-horizon memory and AI research institution.
Semiconductors
Data Centres
AI & ML

Micron demonstrates 512GB DDR5 module for AI server workloads

Micron's 512GB RDIMM, validated by AMD and Intel, enables up to 12TB of DDR5 in a dual-socket server, with volume production due in
Micron's 512GB RDIMM, validated by AMD and Intel, enables up to 12TB of DDR5 in a dual-socket server, with volume production due in
Semiconductors

ST launches VD56GA image sensor for in-cabin monitoring

STMicroelectronics' new 1.1 MP SafeSense VD56GA targets affordable driver and occupant monitoring across high-volume vehicle platforms.
STMicroelectronics' new 1.1 MP SafeSense VD56GA targets affordable driver and occupant monitoring across high-volume vehicle platforms.
Semiconductors
AI & ML
Cloud Infrastructure

Ambarella expands DevZone with cloud IDE and live silicon access

Ambarella has added a GCP-hosted IDE and remote access to live SoC hardware to its Developer Zone, with agentic coding assistance powered by Gemini
Ambarella has added a GCP-hosted IDE and remote access to live SoC hardware to its Developer Zone, with agentic coding assistance powered by Gemini
Semiconductors
AI & ML

Ambarella launches X7 standalone AI accelerator for edge co-processing

Ambarella's X7 brings its third-generation CVflow engine to existing Arm and x86 systems via PCIe or USB, targeting retrofit edge AI deployments.
Ambarella's X7 brings its third-generation CVflow engine to existing Arm and x86 systems via PCIe or USB, targeting retrofit edge AI deployments.
Semiconductors
AI & ML

Ambarella and ZEDEDA unite to orchestrate edge AI across device fleets

The semiconductor and edge-platform vendors say their partnership lets enterprises deploy and manage AI models on Ambarella SoCs from a single cloud control plane.
The semiconductor and edge-platform vendors say their partnership lets enterprises deploy and manage AI models on Ambarella SoCs from a single cloud control plane.
AI & ML
Semiconductors

DeepSeek Flash and Z.AI's $5bn self-training bet unsettle chip market

DeepSeek's memory-lean V4.1 Flash model rattled chipmaker stocks as Z.AI raised $5bn to build AI that trains itself.
DeepSeek's memory-lean V4.1 Flash model rattled chipmaker stocks as Z.AI raised $5bn to build AI that trains itself.
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