Semiconductors

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

Sandisk showcased next-generation NAND and High Bandwidth Flash at FMS 2026, targeting AI inference workloads in data centres and cloud.

AMD has agreed to acquire Toronto-based Taalas, a specialist in AI inference silicon, to strengthen its Instinct GPU platform and full-stack AI portfolio.

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

Acer has unveiled three Android 16 tablets and two wearable devices aimed at mobile professionals and creative users.

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

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

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

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

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.

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

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

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

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

Kratos Defense has finished its 68,000 sq ft Indiana Payload Integration Facility ahead of schedule, targeting up to six concurrent hypersonic payload builds.

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

Memphis-based graphene licensor Avadain has hit the SEC's $5m Regulation Crowdfunding ceiling, backed by more than 500 investors.

Microchip Technology has signed a definitive agreement to acquire Hailo, adding a portfolio of edge AI accelerators and vision SoCs to its embedded processing lineup.

Kratos has picked El Segundo foundry Rangeview to develop flight-quality cast superalloy components for its drone and missile turbine engine programmes.

MPS reported Q2 2026 revenue up 47.6% year on year, driven by a 164% annual jump in Enterprise Data sales.