Semiconductor industry: chip design, fabs, TSMC, Intel, NVIDIA, and global supply chain.
AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration…
Halo Studios faced layoffs following the successful launch of Campaign Evolved, part of Microsoft's larger job cuts across its studios. As hardware costs rise…
CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially challenging Samsung…
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Samsung and SK Hynix have quietly tested Chinese chip manufacturing tools from AMEC in their Chinese factories for two years, amid concerns over U.S.…
JASM's Kumamoto fab reported a $29 million net profit in Q1 2026, rebounding from prior losses. This news, announced amidst production halts due to…
Infleqtion will deploy its Sqale neutral-atom quantum computer at the Illinois Quantum & Microelectronics Park by 2027. What 50 logical qubits actually means, why…
Sony's IMX928 sensor features 68 megapixels in a 1:1 square format, enabling high-speed global shutter operation at 126fps. It targets industrial applications, offering versatile…
PsiQuantum is investing $250,000 in local educational institutions in Southeast Chicago to support STEM programs and workforce development for its future quantum computing campus.…
MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…
China's yuan-denominated integrated circuit exports surged 88.7% in early 2025, driven by global AI demand, though currency depreciation and outsourced assembly inflate figures. Despite…
BMW has secured a decade-long partnership with Qualcomm as its primary provider for automotive computing systems, focusing on digital cockpit and advanced driving features.…
China's first homegrown immersion DUV lithography tool order includes five machines this year and twenty next year. This development signals a shift in the…
Taiwan has detained Nvidia employee Chang amid a smuggling investigation linked to Super Micro's operations, involving alleged falsification of export documents for AI chips…