Semiconductors

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

Skyworks and Qorvo name nine-person leadership team for merged entity

The two NASDAQ-listed RF semiconductor groups have revealed the executive lineup that will run their combined business once the pending merger closes.
The two NASDAQ-listed RF semiconductor groups have revealed the executive lineup that will run their combined business once the pending merger closes.
Semiconductors
AI & ML

Thintronics signs $50m CHIPS Act LOI to build US substrate ILD platform

Thintronics has signed a Letter of Intent with the US Department of Commerce for up to $50m in CHIPS Act incentives to commercialise its ultra
Thintronics has signed a Letter of Intent with the US Department of Commerce for up to $50m in CHIPS Act incentives to commercialise its ultra
Semiconductors
AI & ML
Data Centres

Aeluma signs $30m CHIPS Act LOI for non-InP photonics R&D

The NASDAQ-listed semiconductor firm has signed a letter of intent for up to $30m in CHIPS Act funding to scale its photonic chip platform
The NASDAQ-listed semiconductor firm has signed a letter of intent for up to $30m in CHIPS Act funding to scale its photonic chip platform
Data Centres
Cloud Infrastructure
Semiconductors

Dynamis orders 76 Baker Hughes turbines totalling 1.3GW for data centres

Dynamis Power Solutions has placed a major order for 76 NovaLT16 gas turbines from Baker Hughes, delivering around 1.3GW of hypermobile generation capacity.
Dynamis Power Solutions has placed a major order for 76 NovaLT16 gas turbines from Baker Hughes, delivering around 1.3GW of hypermobile generation capacity.
Semiconductors
AI & ML
Data Centres

Eliyan hits unicorn status with $145m Series C for AI interconnects

Santa Clara chiplet specialist Eliyan has closed a $145m Series C at a $1bn valuation, backed by Cisco Investments and Lumentum.
Santa Clara chiplet specialist Eliyan has closed a $145m Series C at a $1bn valuation, backed by Cisco Investments and Lumentum.
Semiconductors

FormFactor posts record Q2 revenue of $258m on HBM and logic demand

The semiconductor test equipment maker beat its own guidance on all metrics, with year-on-year revenue up 32% and GAAP net income more than
The semiconductor test equipment maker beat its own guidance on all metrics, with year-on-year revenue up 32% and GAAP net income more than
Semiconductors
AI & ML

Multibeam lands $140m CHIPS Act LOI for advanced packaging R&D

Multibeam Corporation has signed a $140m Letter of Intent with the U.S. Department of Commerce to accelerate fine-pitch heterogeneous chip integration.
Multibeam Corporation has signed a $140m Letter of Intent with the U.S. Department of Commerce to accelerate fine-pitch heterogeneous chip integration.
Cloud Infrastructure
Semiconductors

Nokia Q2 net sales rise 8% as AI and Cloud demand more than doubles

Nokia reported Q2 net sales of EUR 4.8bn, up 8% year-on-year, with AI and Cloud customer revenues growing 105% as order intake
Nokia reported Q2 net sales of EUR 4.8bn, up 8% year-on-year, with AI and Cloud customer revenues growing 105% as order intake
Quantum
Semiconductors

ZuriQ raises $25.5m seed to scale 2D trapped-ion quantum chips

The ETH Zürich spin-out secured the round, led by Quantonation, to expand its Penning micro-trap architecture and push qubit counts toward commercially useful
The ETH Zürich spin-out secured the round, led by Quantonation, to expand its Penning micro-trap architecture and push qubit counts toward commercially useful
Semiconductors
AI & ML
Enterprise Software

SAPPHIRE unveils EDGE+ RAVE2 MAX for automotive Physical AI

SAPPHIRE's flagship RAVE2 MAX pairs AMD Ryzen Embedded X100 with a Versal AI Edge Gen2 SoC, targeting ADAS, robotaxis and industrial AI deployments.
SAPPHIRE's flagship RAVE2 MAX pairs AMD Ryzen Embedded X100 with a Versal AI Edge Gen2 SoC, targeting ADAS, robotaxis and industrial AI deployments.
Semiconductors
AI & ML
Data Centres

AMD launches Helios rackscale AI system with Anthropic and OpenAI deals

AMD unveiled its full-stack Helios rackscale platform at Advancing AI 2026, alongside major partnerships with Anthropic, OpenAI and Meta.
AMD unveiled its full-stack Helios rackscale platform at Advancing AI 2026, alongside major partnerships with Anthropic, OpenAI and Meta.
Semiconductors
AI & ML

ASM International posts record €1bn quarterly revenue on AI demand

The Dutch semiconductor equipment maker beat its own guidance in Q2 2026, driven by leading-edge logic and HBM DRAM growth.
The Dutch semiconductor equipment maker beat its own guidance in Q2 2026, driven by leading-edge logic and HBM DRAM growth.
Semiconductors
AI & ML
Data Centres

Bull and Kalray partner on 1.6 Tbps AI networking silicon

The two European computing firms will co-develop Ultra Ethernet-compatible interconnects targeting AI and HPC infrastructure, with commercial availability targeted for
The two European computing firms will co-develop Ultra Ethernet-compatible interconnects targeting AI and HPC infrastructure, with commercial availability targeted for
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
AI & ML
Enterprise Software

NXP Semiconductors posts $3.5bn Q2 revenue, up 19% year-on-year

NXP beat expectations with 19% annual revenue growth in Q2 2026, citing software-defined vehicles and physical AI as its primary demand engines.
NXP beat expectations with 19% annual revenue growth in Q2 2026, citing software-defined vehicles and physical AI as its primary demand engines.
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.
Quantum
Semiconductors

ZuriQ raises $25.5m seed round to scale 2D trapped-ion processor

The ETH Zürich spin-out has closed a $25.5m seed round led by Quantonation to scale its natively two-dimensional trapped-ion quantum architecture.
The ETH Zürich spin-out has closed a $25.5m seed round led by Quantonation to scale its natively two-dimensional trapped-ion quantum architecture.
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.
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.
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.
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