Semiconductors

Chip design, fabrication, advanced packaging, and the semiconductor supply chain.
Cybersecurity
Blockchain
Semiconductors

WISeKey joins Hedera Council as fourth Strategic Partner

WISeKey will combine its post-quantum cryptography and digital identity capabilities with Hedera's distributed ledger to support machine-to-machine authentication.
WISeKey will combine its post-quantum cryptography and digital identity capabilities with Hedera's distributed ledger to support machine-to-machine authentication.
AI & ML
Data Centres
Semiconductors

AGM Group expects H2 2026 delivery surge for AI storage hardware

NASDAQ-listed AGMH says mass production of all-flash servers has begun, with significant delivery volume growth expected in the second half of 2026.
NASDAQ-listed AGMH says mass production of all-flash servers has begun, with significant delivery volume growth expected in the second half of 2026.
Semiconductors
AI & ML

Broadcom targets $29.4bn quarter as AI chip expectations surge

Analysts say a strong result alone will not satisfy investors, who want a major guidance upgrade well above Broadcom's current $100bn AI revenue target.
Analysts say a strong result alone will not satisfy investors, who want a major guidance upgrade well above Broadcom's current $100bn AI revenue target.
Semiconductors
AI & ML

Ambarella signs long-term distribution deal with Macnica for edge AI

Ambarella has appointed Macnica as an authorised distributor for its CV- and N-series edge AI SoCs across the Americas and EMEA.
Ambarella has appointed Macnica as an authorised distributor for its CV- and N-series edge AI SoCs across the Americas and EMEA.
Semiconductors
AI & ML
Enterprise Software

Ambarella and Capgemini partner to scale enterprise edge AI deployments

Ambarella has engaged Capgemini to build a global Edge and Physical AI Centre of Excellence, targeting enterprise deployments across retail, logistics, and automotive.
Ambarella has engaged Capgemini to build a global Edge and Physical AI Centre of Excellence, targeting enterprise deployments across retail, logistics, and automotive.
Semiconductors
Enterprise Software

Microchip and Marelli demo open-standard in-vehicle display link

Microchip and Marelli have jointly demonstrated ASA Motion Link, an open-standard SerDes solution for streaming video to automotive displays.
Microchip and Marelli have jointly demonstrated ASA Motion Link, an open-standard SerDes solution for streaming video to automotive displays.
Semiconductors
AI & ML
Data Centres

Soitec raises Q2'27 revenue guidance on Photonics-SOI surge

Soitec has upgraded its Q2'27 revenue growth forecast to around 50% year-on-year as Photonics-SOI demand accelerates sharply.
Soitec has upgraded its Q2'27 revenue growth forecast to around 50% year-on-year as Photonics-SOI demand accelerates sharply.
Data Centres
Enterprise Software
Semiconductors

Methode Electronics posts 10% revenue rise but widens net loss in Q1

The NYSE-listed components maker grew industrial segment sales 27% year-on-year, driven by data centre demand, but higher costs widened its net loss
The NYSE-listed components maker grew industrial segment sales 27% year-on-year, driven by data centre demand, but higher costs widened its net loss
Quantum
Semiconductors

Classiq and Scientek partner to push quantum software into Taiwan

The go-to-market agreement gives Classiq's hardware-agnostic platform access to Taiwan's semiconductor, research and academic communities via Scientek's distribution
The go-to-market agreement gives Classiq's hardware-agnostic platform access to Taiwan's semiconductor, research and academic communities via Scientek's distribution
Semiconductors
AI & ML

GlobalFoundries and RAAAM tape out GCRAM chip on FDX platform

The partners report a 40% memory area shrink and up to 60% power reduction versus SRAM, with lead-customer access planned for early 2027.
The partners report a 40% memory area shrink and up to 60% power reduction versus SRAM, with lead-customer access planned for early 2027.
Semiconductors
AI & ML

Anaqua report: AI semiconductor patents grew 114% in five years

Anaqua's 2026 Semiconductor Patent Report finds AI-chip filings outpaced broader semiconductor patenting by nearly 40 percentage points over five years.
Anaqua's 2026 Semiconductor Patent Report finds AI-chip filings outpaced broader semiconductor patenting by nearly 40 percentage points over five years.
Data Centres
Cloud Infrastructure
Semiconductors

What actually shipped at LEAP, and where the numbers disagree

AMD silicon is in production, Together AI has contracted 250MW and HUMAIN shipped three products. Two widely repeated capacity figures do not survive checking.
AMD silicon is in production, Together AI has contracted 250MW and HUMAIN shipped three products. Two widely repeated capacity figures do not survive checking.
Semiconductors
Enterprise Software
Datatech

Lenovo unveils first Saudi-manufactured laptop at LEAP 2026

Lenovo has produced its first laptop in Riyadh, with mass production due late 2026 as part of its ALAT partnership and Vision 2030 alignment.
Lenovo has produced its first laptop in Riyadh, with mass production due late 2026 as part of its ALAT partnership and Vision 2030 alignment.
AI & ML
Semiconductors
Data Centres

AMD and HUMAIN launch turnkey "AI in a Box" for Saudi enterprises

The $10bn AMD-HUMAIN partnership has released a pre-configured AI compute bundle targeting Saudi businesses beginning their AI deployments.
The $10bn AMD-HUMAIN partnership has released a pre-configured AI compute bundle targeting Saudi businesses beginning their AI deployments.
AI & ML
Semiconductors
Data Centres

AMD and Cisco go live in Saudi Arabia with HUMAIN AI platform

AMD Instinct MI355X GPUs and Cisco Silicon One networking are now serving production workloads in Saudi Arabia under a joint venture targeting 1 GW by
AMD Instinct MI355X GPUs and Cisco Silicon One networking are now serving production workloads in Saudi Arabia under a joint venture targeting 1 GW by
AI & ML
Enterprise Software
Semiconductors

HUMAIN and KORA partner to build AI-native Linux OS for enterprise

Saudi PIF-backed HUMAIN and Silicon Valley startup KORA Systems will co-develop HUMAIN OS, an AI-native Linux platform targeting enterprise availability in 2027.
Saudi PIF-backed HUMAIN and Silicon Valley startup KORA Systems will co-develop HUMAIN OS, an AI-native Linux platform targeting enterprise availability in 2027.
Semiconductors
AI & ML
Cloud Infrastructure

NVIDIA and MediaTek expand AI partnership with $3.5bn bond investment

The two semiconductor firms are deepening collaboration across cloud AI factories, local computing and automotive, backed by a $3.5bn NVIDIA convertible bond stake in
The two semiconductor firms are deepening collaboration across cloud AI factories, local computing and automotive, backed by a $3.5bn NVIDIA convertible bond stake in
AI & ML
Semiconductors
Data Centres

AMD, Cisco and HUMAIN bring MI355X GPU cluster live in Saudi Arabia

The three-way joint venture has activated production AI compute in the Kingdom, with up to 1 GW of capacity targeted by 2030.
The three-way joint venture has activated production AI compute in the Kingdom, with up to 1 GW of capacity targeted by 2030.
Cloud Infrastructure
Data Centres
Semiconductors

LEAP 2026 opens with Amazon and Nvidia projects trailed for day one

Saudi Arabia says it has exported more than 3,000 locally built servers, as the Kingdom reframes itself from data centre customer to infrastructure producer.
Saudi Arabia says it has exported more than 3,000 locally built servers, as the Kingdom reframes itself from data centre customer to infrastructure producer.
Semiconductors

NXP Semiconductors declares $1.014 quarterly dividend for Q3 2026

NXP's board has approved a $1.014 per share interim dividend payable 8 October, citing confidence in long-term cash flow generation.
NXP's board has approved a $1.014 per share interim dividend payable 8 October, citing confidence in long-term cash flow generation.
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