Memory's Comeback Year: 8 Moves by SK hynix, Samsung and Micron That Shaped 2026

Memory entered 2026 as one of the tightest constraints on the AI hardware market. It is ending the year as one of its biggest profit pools. The third-quarter numbers make the point. SK hynix reported revenue of 104.6 trillion won and operating profit of 83.3 trillion won, a margin of roughly 80%. A day later, Samsung Electronics posted 107.4 trillion won of operating profit, the first time any te...

5 Nov 2026 | Thursday | Feature
Global X Launches Magnificent Six ETF Offering Exposure to Leading US Technology Companies

Global X Management Company LLC (“Global X”), the New York-based provider of exchange-traded funds (ETFs), announced the launch of the Global X Magnificent Six ETF (ticker SIX). SIX (“the Fund”) seeks to provide exposure to the Magnificent Six, a group of technology and growth companies that currently consists of Alphabet Inc.; Amazon.com, Inc.; Apple Inc.; Meta Platforms,...

5 Nov 2026 | Thursday | NEWS
Analog Devices Completes Acquisition of Alif Semiconductor to Expand Edge AI and Embedded Processing Capabilities

Analog Devices, Inc. (NASDAQ: ADI)  announced the completion of its acquisition of Alif Semiconductor. The combination of ADI's leadership across sensing, signal processing, power, connectivity and application software, with Alif's AI-native microcontrollers and fusion processors, expands ADI's total addressable market and accelerates innovation across industrial, data center infrastructure, ...

5 Nov 2026 | Thursday | NEWS
Vietnam Unveils First Domestically Designed Security Chip with 300 Million Transistors

Vietnam's Government Cipher Committee and Viettel Group have unveiled VGC v1.0, a security chip integrating a domestically developed cryptographic algorithm directly into silicon, alongside the country's first domestically designed secure semiconductor platform. The project addresses concerns over potential data exposure associated with reliance on imported chips. By embedding cryptographic funct...

5 Nov 2026 | Thursday | NEWS
Valens Semiconductor Launches VS6310 Low-Power USB3 Extension Chipset for Video Conferencing Devices

Valens Semiconductor (NYSE: VLN), a leading provider of high-performance connectivity chipsets, announced the VS6310, a low-power USB3 extension chipset designed for integration directly into e/PTZ cameras, touch controllers, active cables and other small conference room peripherals. Building on the company's VS6320, the VS6310's lower power consumption makes it ideal for embedded designs that red...

5 Nov 2026 | Thursday | NEWS
Vertiv and Infineon Sign Three-Year Power Semiconductor Supply Agreement for AI Data Centre Infrastructure

Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure, announced a three-year strategic agreement with Infineon Technologies AG (FSE: IFX /OTCQX: IFNNY) to deepen their long-standing collaboration and support long-term reliable access to, and supply of, critical silicon (Si) and silicon carbide (SiC) power semiconductors. The strategic agreement supports supply conti...

5 Nov 2026 | Thursday | NEWS
SambaNova and Supermicro Partner to Integrate SN50 AI Inference Chips into Data Centre Systems

Supermicro will work with SambaNova to develop leading-edge SN50 inference racks that operate alongside NVIDIA GPUs as part of Supermicro’s Data Center Building Block Solutions® (DCBBS) The strategic collaboration is initially planning for 10,000 RDU chips from SambaNova SambaNova, the AI chip company delivering the highest performance inference, announced that Supermicro (Nasdaq: ...

4 Nov 2026 | Wednesday | NEWS
Texas Instruments Marks 70 Years in Europe, Expanding Semiconductor Innovation Across AI, Robotics and Automotive Markets

TI is celebrating 70 years of operations in Europe, underscoring its commitment to helping customers across the continent and around the world solve their most complex engineering challenges. From early automotive electronics to today's AI-driven infrastructure, TI has supported seven decades of technological advancement across Europe's key industries. Through partnerships with key Europe...

4 Nov 2026 | Wednesday | NEWS
Himax Opens Pre-Orders for WiseGuard Edge AI Sensor Kit Through DigiKey for Smart Security Applications

Himax Technologies Inc. (Nasdaq: HIMX) ("Himax" or the "Company"), a global supplier of smart sensor and edge AI technologies, announced that its WiseGuard™ smart sensor evaluation kit is now available for pre-order through DigiKey, a global online distributor of electronic components. Built on the same core hardware platform as the WiseEye technology, WiseGuard smart sensors combine u...

4 Nov 2026 | Wednesday | NEWS
Aeva and Micro-Epsilon Partner to Integrate High-Precision Sensing Technology into Industrial Automation

Aeva® (Nasdaq: AEVA), a leader in next-generation sensing and perception systems, announced that Micro-Epsilon, a global leader in high-precision sensing and measurement solutions, plans to integrate Aeva’s Eve™ high-precision technology into its next-generation sensing solutions. Trusted by major companies across the world, Micro-Epsilon ships more than 100,000 precision sensors ...

4 Nov 2026 | Wednesday | NEWS
Entegris Acquires Advanced Abrasives and Partners with Element Six to Develop Diamond-Based Cooling Materials for AI Chips

Entegris, Inc. (Nasdaq: ENTG), a leading supplier of critical advanced materials and process solutions for the semiconductor and other high-technology industries, announced two important milestones in its strategic expansion into the market for silicon carbide (SiC) and diamond-enabled thermal management materials solutions for next-generation AI advanced packaging. “Growth in AI compute, f...

4 Nov 2026 | Wednesday | NEWS
Nordic Semiconductor Unveils nRF71 Series with Wi-Fi 6, Bluetooth and Edge AI on a Single Chip

Nordic Semiconductor, a global leader in low-power wireless solutions, announces the nRF71 Series of ultra-low-power Systems-On-Chip (SoCs), bringing together ultra-low-power Wi-Fi®, Bluetooth® Low Energy (LE), Thread®, and edge AI onto a single chip. Built on the ultra-low-power design, software, and tools that have made Nordic a trusted leader in Bluetooth LE, the nRF71 Series deliv...

4 Nov 2026 | Wednesday | NEWS
Wolfspeed Launches Transparent Silicon Carbide for AR and Quantum Computing

US semiconductor manufacturer Wolfspeed has announced the commercial availability of its proprietary transparent silicon carbide (TSiC) technology, extending its materials portfolio into augmented reality (AR), quantum computing and advanced optical systems. Announced on 29 October 2026, the technology uses optical-grade silicon carbide substrates designed to minimise light absorption while maint...

3 Nov 2026 | Tuesday | NEWS
Cardiff, Swansea Partner to Develop UK Compound Semiconductor Pilot Foundry

Cardiff University and Swansea University have signed a Memorandum of Understanding (MoU) to examine the development of a coordinated national compound semiconductor pilot foundry network, strengthening the UK's capabilities in semiconductor research and manufacturing. Announced on 2 November 2026, the partnership will explore what the universities describe as the UK's first multi-institution mod...

3 Nov 2026 | Tuesday | NEWS
Applied Brain Research Launches On-Device Speech AI SDK for Alif Semiconductor’s Ensemble Processors

Applied Brain Research (ABR) announced the general availability of its speech AI software development kit (SDK) on Zephyr RTOS for the Alif Semiconductor Ensemble® family of edge AI processors. The SDK brings the most capable streaming speech recognition available, together with natural-sounding text-to-speech, running entirely on-device with no cloud connection required. The SDK combines: ...

3 Nov 2026 | Tuesday | NEWS
Alchip’s AI Chip Growth and 3D Integration Plans Keep Analysts Focused

Taiwan-based Alchip Technologies continues to attract attention from market analysts as demand for custom artificial intelligence processors increases investment in advanced semiconductor design and three-dimensional chip integration. A valuation assessment published on 30 October 2026 by Simply Wall St maintained its estimated fair value for Alchip, despite adjustments to assumptions covering re...

3 Nov 2026 | Tuesday | NEWS
Powerchip Plans 10% to 20% Wafer Foundry Price Hikes in 2027

Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC) plans to raise mature-node wafer foundry prices by 10% to 20% in 2027, as demand from artificial intelligence infrastructure, automotive electronics and memory customers continues to put pressure on available production capacity. The company disclosed the pricing plans during its third-quarter earnings conference on 21 October ...

3 Nov 2026 | Tuesday | NEWS
Marvell to Acquire Lumentum in US$115 Billion All-Stock Deal to Expand AI Optical Connectivity

Combines two of the fastest-growing enablers of AI, bringing together complementary electrical and optical technologies to address increasingly complex connectivity requirements across next-generation AI infrastructure Expected to create a broad full-stack connectivity portfolio that is intended to enable end-to-end extreme co-design, high-volume production of fully-optimized, pre-validated opt...

3 Nov 2026 | Tuesday | NEWS
TANAKA, MEP Establish RM70 Million Precious Metal Refinery in Malaysia

Japan-based TANAKA Precious Metal Technologies has announced plans to establish a precious metal refining joint venture with Malaysian resource recovery company MEP Enviro Technology Sdn. Bhd., expanding local recycling and materials processing capabilities for the semiconductor and electronics industries. The new company, TANAKA MEP REFINERY SDN. BHD., will operate from Batu Kawan Industrial Par...

2 Nov 2026 | Monday | NEWS
Taiwan Chip Industry Backs Nuclear Power Restart Review Amid Rising Electricity Demand

Taiwan's semiconductor industry has renewed its support for examining the restart of nuclear power plants, as growing demand for advanced chips raises concerns about the island's long-term electricity supply. The Taiwan Semiconductor Industry Association (TSIA) confirmed its position at its annual meeting in Hsinchu on 29 October 2026, where its board agreed to back the government's review of nuc...

2 Nov 2026 | Monday | NEWS