Semiconductors

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Micron has lifted its US spending commitment to over $250bn through 2035 as construction of its Clay, New York fab moves ahead of schedule.

Micron Technology has secured a Strategic Customer Agreement with Ford to guarantee automotive memory and storage supply, backed by expanded US manufacturing capacity.

Micron will provide $500m to GlobalWafers' Texas wafer plant and sign a 10-year supply deal, anchoring a broader $3bn domestic investment programme.

French epitaxy equipment maker RIBER has secured a new order from photonics firm 3SP Technologies for an industrial passivation platform, due for delivery in 2027.

ASUS has listed its new ExpertBook P5 G2 and B5 G2 business laptops in the US, priced from $2,630 with Copilot+-ready NPU silicon.