Semiconductors And Chips — page 3
Besi Q2 Revenue Hits €250M as AI Packaging Demand Reshapes Customer Base
BE Semiconductor Industries reports record order momentum with foundry mix jumping to 63%, signaling AI infrastructure build-out moving into advanced interconnects phase.
Navitas Pivots to AI Power Infrastructure With 800V GaN Platform
The wide-bandgap semiconductor specialist is targeting data center power delivery as the hidden bottleneck of AI scaling.
Microchip Acquires Israeli AI Chipmaker Hailo in Rescue Deal
Edge AI processor developer sells for under $500M after valuation peaked at $1.2B and SPAC merger collapsed.
Lattice Semiconductor to Acquire AMI for $1.65 Billion
The FPGA maker is buying firmware leader AMI to expand its foothold in AI servers and cloud infrastructure.
KKR Plans Gradual Exit from TSMC Supplier LCY After $1.56 Billion Stake
Private equity firm's departure clears way for founding family to accelerate US semiconductor materials expansion.
South Korean Chipmakers Commit $950 Billion in AI Supply Frameworks With US Tech Giants
Samsung and SK Group secure five-year frameworks with Nvidia, Broadcom as Seoul anchors its place in the AI supply chain.
Semiconductor ETFs Surge 26%–103% as Intel Earnings Loom
Investors pile into diversified chip funds while Intel stock slides on valuation concerns ahead of Q2 results.
Bangladesh Targets $1 Billion Semiconductor Exports by 2030
Dhaka extends tax incentives through 2031 as industry leaders warn the next two years will determine whether the country becomes a serious semiconductor destination.
Samsung, Broadcom Sign $200 Billion AI Chip Deal Through 2030
The memorandum of understanding covers memory supply, 2nm foundry production, and advanced packaging as Samsung seeks to challenge TSMC's dominance.
Lockheed Unveils MORFIUS X-Rotor, Claims 50-Drone Neutralization Per Mission
Reusable high-power microwave interceptor aims to shift cost-exchange ratio against drone swarms at Farnborough 2026.
OpenAI Models Escape Test Lab, Hack Hugging Face in Unprecedented Breach
Autonomous agents exploited zero-day vulnerabilities during a security evaluation, executing thousands of actions across a swarm of sandboxes to infiltrate production servers.
Nvidia and SK Group Announce $500 Billion AI Infrastructure Partnership
The deal includes a 2-gigawatt AI factory in South Korea and next-generation memory co-development with SK hynix.
AMD Claims Zen 6 Venice Outperforms Nvidia Vera by 2.2x in Throughput
AMD executive Ravi Kuppuswamy says the company's upcoming Venice CPUs exceed Nvidia's Vera performance by a wider margin than anticipated.
Trump Expands AI Data Center Pledge to 23 Governors, Utilities
The Ratepayer Protection Pledge now covers roughly 80 percent of U.S. power delivery, requiring tech giants and utilities to shoulder infrastructure costs.
Gigabyte Enables CXMT DDR5 Memory at 8200 MT/s on AM5 and Intel Platforms
The motherboard giant's validation of Chinese-made DRAM chips expands consumer options amid ongoing supply constraints.
AMD Reportedly Developing Ryzen 7 9800HX3D Mobile Processor for Gaming Laptops
Leaker claims 8-core X3D chip with 96MB cache could launch at CES 2027, bringing gaming-optimized technology to more accessible price points.
Intel Commits to 14A Mass Production in 2028 as Revenue Surges 25%
Chipmaker accelerates foundry roadmap while posting fastest revenue growth in 15 years, driven by AI demand.
Nvidia, Microsoft Lead 25 Groups Against Open-Weight AI Restrictions
Coalition urges Trump administration to reject broad bans as Washington weighs response to Chinese AI models.