Semiconductors And Chips
Beijing Overhauls Chip Design Rules to Mandate Originality
China is updating its first major semiconductor layout regulations since 2001 to pivot from imitation to independent innovation.
HP, Asus and Acer Use China's CXMT to Combat Global Memory Shortage
Major PC makers are diversifying supply chains with Chinese DRAM to bypass an AI-driven chip crunch.
Samsung 9100 Pro Gen 5 SSD Price Drop Narrows Gap With 990 Pro
Aggressive new pricing makes Samsung's fastest PCIe 5.0 drive a compelling upgrade over the previous generation.
L&T Semiconductor Moves OSAT Operations to India for Design-Led Manufacturing
The fabless design subsidiary of engineering giant Larsen & Toubro is localizing assembly and testing to integrate its chip production pipeline.
Adeia Raises Long-Term Revenue Target to $600 Million on AI Chip Demand
The IP licensing firm is doubling its semiconductor revenue goals as AI infrastructure fuels demand for advanced packaging patents.
China Overhauls Chip Layout-Design Rules to Bolster Tech Independence
New regulations signed by Premier Li Qiang aim to curb piracy and clarify IP rights as Beijing pursues semiconductor self-sufficiency.
TinyGPU v2.0 Renders 3D Graphics Using Just 240,000 Transistors
Developer Pongsagon Vichit has validated a miniature GPU silicon that proves functional 3D rendering is possible with minimal hardware.
Teradyne Revenue Surges 104% to $1.33 Billion on AI Compute Demand
The automated test equipment leader reports record Q2 results as AI data center expansion doubles semiconductor test revenue.
Onsemi Forecasts Q3 Revenue Beat on Surging AI Data Center Demand
The Scottsdale-based chipmaker expects AI infrastructure growth to drive significant revenue gains through 2026.
onsemi AI Data Center Revenue Doubles as Firm Prunes Legacy Portfolio
The semiconductor company is leveraging AI infrastructure growth to offset softness in industrial and automotive sectors.
China's CXMT Emerges as 'Fourth Force' in Global DRAM Market After Massive IPO
Backed by a multi-billion dollar Shanghai listing, ChangXin Memory Technologies is disrupting the long-standing memory triopoly.
Semiconductor Stocks Dip as China's Low-Cost AI Models Spark Competition Fears
Investor anxiety over Chinese advancements in affordable AI infrastructure triggered a sell-off in chip stocks.
onsemi Pivots to AI Data Centers to Offset Industrial Slump
The semiconductor firm is leveraging a surge in AI power demand to balance cyclical headwinds in automotive and industrial markets.
TSMC Hits $2 Trillion Market Cap as AI Infrastructure Boom Accelerates
The semiconductor giant reaches a historic valuation milestone while maintaining a market-average earnings multiple.
Brewer Science Acquires Heraeus Epurio’s Semiconductor Chemicals Business
The deal integrates a critical Ohio production site and Asian support staff to strengthen the U.S. semiconductor supply chain.
US Commerce Department Takes Equity Stakes in Seven Semiconductor Firms
The federal government will provide $874 million in incentives for AI and advanced computing hardware in exchange for minority ownership.
Lawsuit Challenges Environmental Permits for Micron's $100 Billion New York Fab
Community groups allege New York state granted air and wastewater permits without adequate limits on 'forever chemicals' and greenhouse gases.
AI Shifts Semiconductor Race From Transistor Scaling to System Integration
Hardware is becoming the primary bottleneck for AI, forcing a pivot toward system-level co-optimization and advanced packaging.
South Korea Pressured to Shift from Tax Credits to Direct Chip Subsidies
Industry experts warn the 'K-Chips Act' is insufficient to counter aggressive spending by the U.S. and Japan.
First-Ever General Strike at Leeno Industrial Threatens Global Chip Supply
A deadlock over performance bonuses at a critical South Korean testing parts supplier risks bottlenecks for AI and HPC chip shipments.
China Steel Affiliate CSCC Opens Pingtung R&D Center for Tech Supply Chains
The new facility focuses on high-purity materials for the semiconductor and battery industries to bolster Taiwan's technological autonomy.
Inversion Semiconductor Challenges ASML With Tabletop Particle Accelerators
The San Francisco startup uses Laser Wakefield Acceleration to potentially speed up chip manufacturing by 15x.
Kumamoto Earthquake Disrupts Japan's Semiconductor Hub and TSMC Production
A magnitude 7.1 quake in Kyushu forced temporary shutdowns at TSMC and major automotive manufacturers, threatening critical global supply chains.
Overclocker der8auer Cuts Ryzen 7 9800X3D Temps by 19°C With 110cm 3D-Printed Chimney
A passive cooling experiment demonstrates the power of the 'stack effect'—and why it remains impractical for standard PC cases.
NTU Team Maps 2D Transistor Electron Transfer via Operando XSTM
A new atomic-scale characterization technique reveals the precise carrier transfer lengths in active 2D semiconductors.
Lattice Semiconductor Bets on Edge AI to Counter Steep Revenue Declines
The low-power FPGA maker is leveraging server growth and AI solution stacks to offset a cyclical downturn in industrial markets.
Semiconductor Equipment Lead Times Surge, Delaying Global Fab Expansion
Material shortages and AI-driven demand are extending delivery windows for critical chip-making tools, fueling a push for domestic equipment alternatives.
India Launches First South Indian OSAT Chip Plant in Visakhapatnam
Prime Minister Narendra Modi laid the foundation for a ₹2,500 crore semiconductor assembly and test facility to diversify India's chip ecosystem.
Intel and Lens Technology Partner on Glass Substrate Packaging
The semiconductor giant and Chinese manufacturer signed an MoU to advance Through-Glass Via technology for AI hardware.
Nordic Semiconductor Launches Lifetime FOTA Solution for EU Cyber Resilience Act
The chipmaker introduces a flat-rate firmware update service to help IoT manufacturers navigate the EU's strict new security mandates.
Doosan Pivots to AI Infrastructure with $3.6 Billion SK Siltron Acquisition
The heavy-industry conglomerate is transforming into a high-tech entity by securing a global leader in semiconductor silicon wafers.
South Korea’s July Exports Hit Second-Highest Record on Chip Surge
Monthly exports climbed 62.8% to $98.89 billion, driven by global demand for memory semiconductors.
AI Boom Pivots South Korean Chip Strategy Toward High Bandwidth Memory
Samsung and SK Hynix race to scale HBM production as AI data center demand triggers supply chain bottlenecks.
NH Investment & Securities: Semiconductor Exports Anchoring Korean Economy
Analysts project robust chip export growth to sustain national economic momentum despite potential base-effect headwinds.
SpaceX to Remove Unpermitted Turbines Powering xAI Colossus Data Center
The company will replace 69 temporary generators with a permanent 1.2 GW power plant by 2027.
Jeff Bezos Backs CuspAI in $450 Million Push for Next-Gen Semiconductors
The UK-based materials discovery firm reaches a $2.6 billion valuation as AI is deployed to find a successor to silicon.
AMD Zen 6 Targets Gaming Microstutters With Per-Core Optimizations
Upcoming architecture shifts from global power management to granular per-core control to stabilize 1% low framerates.
Qualcomm Humanoid Robot Collapses During Computex 2026 Keynote
A live demonstration of the 4NE-1 humanoid ended abruptly when the machine malfunctioned and fell face-first on stage.
Investors Pivot to 'Hard AI' as Industrial Tech and Semi Stocks Gain Traction
Capital is shifting from generative AI hype toward specialized semiconductor and automation firms delivering verifiable industrial outcomes.
Five South Korean Asset Managers Launch AI and Semiconductor ETFs
Samsung, Hanwha, and three other firms list thematic funds to capitalize on the surging demand for AI chip infrastructure.
Microsoft to Reduce Windows 11 Memory Footprint for 8GB RAM Devices
Windows and Devices president Pavan Davuluri targets OS overhead reduction through 2026 to improve mid-range PC performance.
China's CXMT Challenges Memory Triopoly After Blockbuster Shanghai IPO
The DRAM producer's market capitalization soared to over $500 billion following a massive debut, fueling a strategic push for semiconductor self-sufficiency.
SK Hynix Shares Plunge Despite Record Q2 Earnings as AI Optimism Wanes
Record-breaking revenue failed to stave off a sell-off driven by missed analyst expectations and broader AI sector volatility.
Doosan Group Pivots to Semiconductors With 2.3 Trillion Won SK Siltron Acquisition
The deal secures South Korea's only silicon wafer manufacturer, marking a strategic departure from Doosan's heavy industry roots.
Union Heritage Capital Boosts TSMC Stake to Top-Four Holding
The investment firm more than doubled its position in the semiconductor giant during Q1 2026, signaling a high-conviction bet on AI infrastructure.
Trump Administration Shifts CHIPS Act Funding to Equity Stakes in 30 Chip Stocks
A US$874 million pivot toward equity funding turns the U.S. government into a direct shareholder in the semiconductor sector.
India Launches First Semiconductor Plant in Andhra Pradesh
Prime Minister Narendra Modi inaugurated the ₹460 crore ASIP project in Visakhapatnam to bolster domestic chip production.
CXMT Becomes China's Most Valuable Listed Company After 466% IPO Surge
The DRAM manufacturer overtook ICBC in market value during a blockbuster Shanghai debut aimed at funding AI chip expansion.
US Government Takes Equity Stakes in Seven Chip Firms via $874 Million R&D Push
The Department of Commerce is pivoting to a strategic investor role to secure AI hardware leadership.
PSMC Chairman Frank Huang Dies at 76
The architect of Powerchip Semiconductor Manufacturing Corp's global expansion passed away from cardiopulmonary failure.
Linde to Invest $600 Million in Arizona Gas Infrastructure for TSMC
The industrial gas giant will build on-site plants in Phoenix to provide ultra-high-purity gases essential for semiconductor fabrication.
Subway Menu Kiosk PCs Fail as Gaming Rigs
A computer enthusiast's attempt to repurpose industrial signage hardware reveals the steep performance gap between kiosk stability and gaming power.
Hi3D Automates 3D Printing Workflow With New AI-Driven Manufacturing Tools
The platform's anniversary update introduces automated mesh splitting and color optimization to bridge the gap between AI generation and physical printing.
TrueWealth Financial Partners Takes Stake in TSMC
The firm acquired 1,938 shares of the semiconductor giant in the first quarter, SEC filings show.
Nvidia Launches Vera CPU to Power Agentic AI Orchestration
The Armv9.2-based processor features 88 Olympus cores and massive memory bandwidth to eliminate GPU bottlenecks.
AI Demand Sparks Global Capacity Race for Indium Phosphide Optical Interconnects
Semiconductor giants and Chinese firms are aggressively expanding production to close a 70% supply gap in critical InP materials.
Valens Semiconductor Appoints Dean Martin to Lead Automotive Business
The chipmaker taps a 25-year industry veteran to accelerate commercial scaling and global customer expansion.
Linde to Invest $1 Billion in Arizona Ultra-Pure Gas Infrastructure
The industrial gas giant is expanding its Phoenix facility to support a long-term supply agreement with a major semiconductor complex.
Carnegie Investment Counsel Increases Stake in Taiwan Semiconductor
The registered investment advisor added 55,557 TSM shares, signaling continued confidence in the semiconductor sector.
Veolia Wins €243 Million in Semiconductor Water Infrastructure Deals
The environmental services leader is scaling ultrapure water and wastewater reclamation to support the global chip manufacturing surge.