Second quarter revenue was $3.03 billion, up 31% sequentially and above the guidance range, with GAAP net income reported at $803 million ($5.15 diluted net income per share). Second quarter Non-GAAP diluted net income per share was $6.20. Datacenter revenue was up 64% sequentially, driven by strong adoption among AI infrastructure builders, semi-custom customers, and technology companies d...
Micron Technology has announced plans to invest approximately $24 billion to expand its memory chip manufacturing capacity, signalling strong confidence in sustained demand driven by artificial intelligence and data centre workloads. The announcement pushed Micron’s shares higher, reflecting investor optimism around tightening memory markets and long term growth prospects. The investment ...
IonQ, a leading developer of quantum computing hardware and technology platforms, today announced it has entered into a definitive agreement to acquire SkyWater Technology, the largest exclusively U.S.-based pure-play semiconductor foundry, in a transaction valued at approximately $1.8 billion. The deal will expand IonQ’s manufacturing footprint and enhance its hardware development and sup...
ASML, the Dutch semiconductor equipment manufacturer, reported a record net profit of 9.6 billion euros for the financial year 2025, supported by strong customer demand linked to artificial intelligence driven investments. Total sales for the year reached 32.7 billion euros, reflecting sustained momentum across advanced chip manufacturing markets. The company said growth was underpinned by acce...
Bystronic AG has completed the acquisition of the Tools for Materials Processing business unit from Coherent Corp., marking a significant step in the company’s strategy to expand into high growth technology markets, including semiconductor manufacturing and medical technology. The acquired business will operate within Bystronic as the Bystronic Rofin business unit, continuing to leverage ...
Arasan Chip Systems, a leading provider of semiconductor IP for mobile and automobile SoCs, announced the immediate availability of its xSPI + eMMC Combo PHY IP. This IP integrates both the xSPI and eMMC 5.1 PHYs into a single, unified solution, enabling support for two distinct memory protocols within a single IP. The xSPI + eMMC Combo PHY IP is targeted at mission-critical applications in t...
India’s Union Budget 2026 marks a clear inflection point in the country’s semiconductor ambition. What emerges is not a tactical incentive programme but a calibrated national strategy designed to reposition India from a peripheral electronics base to a credible node in the global semiconductor value chain. For global semiconductor and electronics multinationals,...
Arasan Chip Systems, a leading provider of semiconductor IP for mobile and automobile SoCs, announced the immediate availability of its xSPI + eMMC Combo PHY IP. This IP integrates both the xSPI and eMMC 5.1 PHYs into a single, unified solution, enabling support for two distinct memory protocols within a single IP. The xSPI + eMMC Combo PHY IP is targeted at mission-critical applications in t...
Nova (Nasdaq: NVMI), a leading innovator in metrology and process control solutions for advanced semiconductor manufacturing, announced the adoption of its Nova Metrion® platform by global leaders in Memory and Logic device production. The platform was purchased for Gate-All-Around (GAA) and advanced DRAM device production, enabling customers to accelerate performance and yield....
Companies operating in the semiconductor test consumables sector are strengthening their market strategies as demand for advanced testing solutions continues to rise. Products such as probe cards, test sockets and related components play a critical role in ensuring semiconductor performance and reliability, prompting manufacturers to invest in innovation and capacity expansion. Industry leaders a...
Taiwan Semiconductor Manufacturing Company (TSMC), listed on the New York Stock Exchange as TSM, has been highlighted by analysts as combining robust underlying business momentum with a favourable technical chart pattern — a combination that some investors view as attractive for growth‑oriented strategies. On the fundamentals, TSMC continues to demonstrate solid expansion in earnings and ...
India has made a notable advance in developing a domestic semiconductor manufacturing sector, with pilot production now underway at several approved facilities and full-scale commercial output expected in the near future. Government officials highlighted that lithography — the process of transferring circuit patterns onto silicon wafers — remains one of the most technically demanding s...
Chinese companies developing artificial intelligence (AI) chips, including Cambricon Technologies and Moore Threads, recorded sharp increases in revenue last year, partly driven by changes in US semiconductor export restrictions affecting China. Moore Threads said its revenue for the previous year is expected to reach approximately 1.52 billion yuan, representing a year-on-year rise of about 247 ...
Neurophos, a leader in photonic AI chip technology, has raised $110 million in an oversubscribed Series A round, bringing total funding to $118 million. The round was led by Gates Frontier, with participation from M12 (Microsoft's Venture Fund), Carbon Direct Capital, Aramco Ventures, Bosch Ventures, Tectonic Ventures, Space Capital, and others. "Modern AI inference demands monumental amounts of ...
Magnachip Semiconductor Corporation (NYSE: MX, “Magnachip”) announced the launch of its new series of Insulated Gate Bipolar Transistors (IGBTs) designed for solar inverters and industrial Energy Storage Systems (ESS), further strengthening its position in the high-efficiency power semiconductor market. The newly introduced 650V and 1200V new Generation Discrete IGBT products are desi...
Silicon single-photon detectors (Si SPDs) play a central role in quantum photonics and single-photon imaging for detecting single photons in the visible spectrum. Many of these applications demand high photon detection efficiency (PDE) for effectively collecting photons. While Si SPD have compact size and are easy to operate, boosting their efficiency above 80% has been a challenge. To address th...
Penguin Solutions, Inc. (Nasdaq: PENG) a leading provider of high-performance computing and AI infrastructure solutions, announced that its SMART Modular CXL NV-CMM E3.S 2T non-volatile memory module has successfully passed CXL® compliance testing. This achievement not only signifies adherence to industry standards, but positions Penguin Solutions as a trusted leader in advanced memory t...
Quick Logic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) Hard IP, Strategic Radiation Hardened, Antifuse and ruggedized FPGAs, announced that it has received orders for its Strategic Radiation Hardened FPGA Development Kit (SRH FPGA Dev Kit). These SRH FPGA Dev Kits include the SRH FPGA test chips, funded last year by QuickLogic, that have been fabricated on Global Foundries' i...
Applied Brain Research (ABR), the leader in low latency real-time on-device voice AI solutions, announced the successful closure of its oversubscribed seed funding round. The investment round was led by Two Small Fish Ventures (TSF), with Eva Lau joining the ABR board. The investment will fuel continued development and commercialization of ABR's breakthrough TSP1 state space accelerator chip and s...
Quectel Wireless Solutions, an end-to-end global IoT solutions provider, announces the launch of a new-generation smart robotic computing module, the SH602HA-AP. Based on the D-Robotics Sunrise 5 (X5M) chip platform and with an integrated Ubuntu operating system, the module features up to 10 TOPs of brain processing units (BPU) computing power. Designed for demanding robotic workloads, this high-...