Semiconductors

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

STMicroelectronics and NUS launch HELIX edge AI lab in Singapore

The four-year HELIX Corporate Lab will focus on memory-centric architectures and embodied AI hardware built on ST's 18nm FD-SOI process.
The four-year HELIX Corporate Lab will focus on memory-centric architectures and embodied AI hardware built on ST's 18nm FD-SOI process.
AI & ML
Semiconductors
Data Centres

SpaceXAI adopts NVIDIA Vera CPU for agentic AI and orbital computing

SpaceXAI will deploy NVIDIA's Vera CPU and Vera Rubin platform to scale Grok's AI infrastructure, extending the architecture into orbit via its Starmind
SpaceXAI will deploy NVIDIA's Vera CPU and Vera Rubin platform to scale Grok's AI infrastructure, extending the architecture into orbit via its Starmind
Semiconductors
Data Centres
AI & ML

Navitas to acquire Claros for up to $232.8m in grid-to-xPU push

Navitas Semiconductor will buy power management startup Claros to extend its AI data centre portfolio from the grid to the processor.
Navitas Semiconductor will buy power management startup Claros to extend its AI data centre portfolio from the grid to the processor.
Semiconductors
AI & ML

Microchip releases smaller PolarFire FPGA Ethernet Sensor Bridge Rev 2.0

Microchip Technology has updated its PolarFire FPGA Ethernet Sensor Bridge, cutting the form factor by 60% and doubling camera support for edge AI deployments.
Microchip Technology has updated its PolarFire FPGA Ethernet Sensor Bridge, cutting the form factor by 60% and doubling camera support for edge AI deployments.
Semiconductors
AI & ML
Quantum

Menlo Micro appoints Richard Simoncic as CEO to drive AI scale-up

The Irvine-based switching technology firm has named former Microchip Technology COO Richard Simoncic as its new chief executive, effective immediately.
The Irvine-based switching technology firm has named former Microchip Technology COO Richard Simoncic as its new chief executive, effective immediately.
Cybersecurity
Semiconductors
Enterprise Software

Edgesource and Taiwan's MIRDC sign MOU on UAS Blue List readiness

The US defence assessor and Taiwan's state-linked manufacturing R&D body will jointly help Taiwanese firms qualify for the DCMA Blue List.
The US defence assessor and Taiwan's state-linked manufacturing R&D body will jointly help Taiwanese firms qualify for the DCMA Blue List.
Semiconductors
Datatech

Canatu wins second CNT reactor order from FST in EUV pellicle push

Finnish deep-tech firm Canatu has secured a further CNT100 SEMI reactor order from Korea's Fine Semitech, in a deal valued above EUR 5
Finnish deep-tech firm Canatu has secured a further CNT100 SEMI reactor order from Korea's Fine Semitech, in a deal valued above EUR 5
Semiconductors
AI & ML

Micron Ventures launches $250m Paradigm Fund for AI stack startups

Micron's corporate venture arm has closed its third and largest fund, targeting the full AI technology stack from model architecture to physical AI.
Micron's corporate venture arm has closed its third and largest fund, targeting the full AI technology stack from model architecture to physical AI.
Semiconductors
AI & ML

Micron launches $10bn Research Labs hub for memory and AI

Micron Technology is establishing a long-horizon memory research institution in Boise, backed by a planned $10 billion investment over the next decade.
Micron Technology is establishing a long-horizon memory research institution in Boise, backed by a planned $10 billion investment over the next decade.
Semiconductors
Enterprise Software
Datatech

Kratos and GE Aerospace win USAF EMD contract for JASSM engine

The GEK800 turbofan, now designated F143-ZZ-100, has been selected as a second-source propulsion system for the US Air Force's long-range
The GEK800 turbofan, now designated F143-ZZ-100, has been selected as a second-source propulsion system for the US Air Force's long-range
Semiconductors
AI & ML

Applied Materials posts record $9.12bn quarter on AI chip demand

The semiconductor equipment giant reported record quarterly revenue and non-GAAP EPS of $3.50, both up sharply on AI-driven demand for advanced chipmaking
The semiconductor equipment giant reported record quarterly revenue and non-GAAP EPS of $3.50, both up sharply on AI-driven demand for advanced chipmaking
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
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.
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
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 posts 36% Q2 revenue growth, raises full-year outlook

The NASDAQ-listed wafer-processing equipment maker hit $292.9m in Q2 revenue and lifted its 2026 guidance to up to $1.175bn.
The NASDAQ-listed wafer-processing equipment maker hit $292.9m in Q2 revenue and lifted its 2026 guidance to up to $1.175bn.
Semiconductors
AI & ML
Enterprise Software

Silvaco swings to non-GAAP profit as revenue jumps 48% in Q2

The EDA and TCAD software vendor posted $17.8m in Q2 revenue, its first non-GAAP operating profit in nearly two years, backed by Micron
The EDA and TCAD software vendor posted $17.8m in Q2 revenue, its first non-GAAP operating profit in nearly two years, backed by Micron
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