Semiconductors

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

Skyworks posts $935m Q3 revenue as Qorvo deal nears close

Skyworks beat its own expectations in Q3 FY2026 and said it now expects to close the Qorvo combination within the calendar year.
Skyworks beat its own expectations in Q3 FY2026 and said it now expects to close the Qorvo combination within the calendar year.
Semiconductors
Cloud Infrastructure

Navitas licenses GeneSiC tech to Magnachip for high-voltage SiC push

Navitas and Magnachip have struck a licensing deal giving the Korean chipmaker access to GeneSiC SiC technology spanning 1200 V to 3300 V and beyond.
Navitas and Magnachip have struck a licensing deal giving the Korean chipmaker access to GeneSiC SiC technology spanning 1200 V to 3300 V and beyond.
Semiconductors
Enterprise Software

Microchip Technology adds 90W industrial PoE midspan to networking range

Microchip's PD-9601GCI midspan delivers 90W over a single Ethernet cable for factory and outdoor industrial IoT deployments.
Microchip's PD-9601GCI midspan delivers 90W over a single Ethernet cable for factory and outdoor industrial IoT deployments.
Semiconductors
AI & ML
Enterprise Software

Micron signs automotive supply deals with Qualcomm, DENSO and others

Micron has formalised long-term memory and storage supply agreements with seven Tier 1 automotive suppliers, including Qualcomm, HARMAN, DENSO and Hyundai Mobis.
Micron has formalised long-term memory and storage supply agreements with seven Tier 1 automotive suppliers, including Qualcomm, HARMAN, DENSO and Hyundai Mobis.
AI & ML
Semiconductors
Enterprise Software

Aina raises $5.5m seed to build AI-era hardware interface

The San Francisco and Bangalore startup is developing a general-purpose AI interface beyond touchscreens and keyboards, backed by Redstart Labs and 360 ONE Asset.
The San Francisco and Bangalore startup is developing a general-purpose AI interface beyond touchscreens and keyboards, backed by Redstart Labs and 360 ONE Asset.
AI & ML
Semiconductors

Syntiant and PRADCO hit one million edge AI camera deployments

Syntiant's vision AI models now power over one million Moultrie outdoor cameras, with PRADCO gaining access to Syntiant's Modeling Platform.
Syntiant's vision AI models now power over one million Moultrie outdoor cameras, with PRADCO gaining access to Syntiant's Modeling Platform.
Semiconductors
AI & ML

Saras Micro Devices hires two SVPs to scale packaging business

The Arizona chipmaker appointed semiconductor veterans Shaun Bowers and Georgette Woodyard as it transitions its STILE power-delivery technology toward commercial scale.
The Arizona chipmaker appointed semiconductor veterans Shaun Bowers and Georgette Woodyard as it transitions its STILE power-delivery technology toward commercial scale.
AI & ML
Semiconductors

Nokia launches AI-native RAN platform built on NVIDIA silicon

Nokia has unveiled what it describes as the first commercial AI-RAN platform, targeting more than 100% spectral efficiency gains by 2028.
Nokia has unveiled what it describes as the first commercial AI-RAN platform, targeting more than 100% spectral efficiency gains by 2028.
Semiconductors
AI & ML

Intel Foundry ships first high-volume logic product on ASML High NA EUV

Intel Foundry has entered high-volume manufacturing of Panther Lake processors on the Intel 18A node using ASML's High NA EUV lithography, a production
Intel Foundry has entered high-volume manufacturing of Panther Lake processors on the Intel 18A node using ASML's High NA EUV lithography, a production
Data Centres
Semiconductors
AI & ML

CBAK Energy advances 26650 LFP cells for AI data centre backup power

The Nasdaq-listed Chinese battery maker says customers are testing its full-tab 26650 LFP cells, targeting AI data centre UPS and BBU applications.
The Nasdaq-listed Chinese battery maker says customers are testing its full-tab 26650 LFP cells, targeting AI data centre UPS and BBU applications.
AI & ML
Data Centres
Semiconductors

Fitch: Japan's physical AI strategy boosts data centres and chip credits

Fitch Ratings says domestic infrastructure and semiconductor suppliers stand to gain most from Japan's physical AI push, though credit benefits will be uneven.
Fitch Ratings says domestic infrastructure and semiconductor suppliers stand to gain most from Japan's physical AI push, though credit benefits will be uneven.
Enterprise Software
Semiconductors
AI & ML

HMS Networks posts record Q2 as data-centre demand drives growth

HMS Networks reported a record second quarter, with order intake up 20% and EBITA margin expanding to 26.8%, driven by semiconductor and data-centre
HMS Networks reported a record second quarter, with order intake up 20% and EBITA margin expanding to 26.8%, driven by semiconductor and data-centre
Semiconductors
AI & ML

ASML raises 2026 outlook to €43–45bn on AI-driven chip demand

The Dutch lithography giant beat Q2 guidance with €9.3bn in sales and is planning a 30% capacity increase for EUV and DUV systems in
The Dutch lithography giant beat Q2 guidance with €9.3bn in sales and is planning a 30% capacity increase for EUV and DUV systems in
Datatech
Semiconductors

Kratos receives $400m DoW funding for hypersonic programmes

Kratos Defense has secured roughly $400m from the US Department of War to accelerate hypersonic system development and other national security programmes.
Kratos Defense has secured roughly $400m from the US Department of War to accelerate hypersonic system development and other national security programmes.
Quantum
Semiconductors

QTREX Quantum wins government order for shielded RF components

The Nasdaq-listed Israeli firm has begun production of custom shielded RF monolithic parts for an unnamed international government-owned company.
The Nasdaq-listed Israeli firm has begun production of custom shielded RF monolithic parts for an unnamed international government-owned company.
Semiconductors
AI & ML
Datatech

Microchip releases VectorBlox 3.0 SDK for FPGA edge AI inference

Microchip Technology has launched a free SDK bringing sparsity-based CNN acceleration to PolarFire FPGAs, targeting aerospace, defence and space applications.
Microchip Technology has launched a free SDK bringing sparsity-based CNN acceleration to PolarFire FPGAs, targeting aerospace, defence and space applications.
Semiconductors
Data Centres
AI & ML

Tower Semiconductor plans $3bn Japan expansion for silicon photonics

Tower Semiconductor is investing up to $3bn in a dual-track Japan capacity build-out, backed by $1bn in METI grants, targeting $3.6bn revenue
Tower Semiconductor is investing up to $3bn in a dual-track Japan capacity build-out, backed by $1bn in METI grants, targeting $3.6bn revenue
AI & ML
Enterprise Software
Semiconductors

ASUS Zenni Claw agentic AI assistant launches as free beta download

ASUS has released Zenni Claw, a hybrid local-cloud agentic AI assistant for supported Windows 11 devices, launching in beta as a free download.
ASUS has released Zenni Claw, a hybrid local-cloud agentic AI assistant for supported Windows 11 devices, launching in beta as a free download.
Semiconductors

Bosch secures $225m CHIPS Act grant for Roseville SiC fab

Bosch has agreed a $225m federal funding deal to support a $2bn silicon carbide semiconductor plant in California, with commercial output targeted for 2026.
Bosch has agreed a $225m federal funding deal to support a $2bn silicon carbide semiconductor plant in California, with commercial output targeted for 2026.
Semiconductors
AI & ML
Enterprise Software

Microchip Technology makes MPLAB XC compilers and ML suite free

Microchip is removing licence fees from its MPLAB XC Pro Compilers and Machine Learning Development Suite, giving developers unlimited free access to both tools.
Microchip is removing licence fees from its MPLAB XC Pro Compilers and Machine Learning Development Suite, giving developers unlimited free access to both tools.
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