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Wednesday 28 October 2026
India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh
Hyderabad-based Spintronics AI Semiconductors said on October 27 that it is evaluating the feasibility of establishing a gallium nitride (GaN) semiconductor fabrication facility at...
Wednesday 28 October 2026
Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek
Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing...
Wednesday 28 October 2026
NXP's automotive content gains, industrial demand strengthen its growth outlook
NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...
Wednesday 28 October 2026
NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027
NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27...
Wednesday 28 October 2026
Semiconductor equipment is not AI chip growth's biggest bottleneck
AI is driving a steady upward revision in chip demand, but semiconductor equipment shortages are not the biggest obstacle to expanding AI chip production, according to industry sources...
Wednesday 28 October 2026
MiCo Ceramics acquires idle LGD plant for KRW150 billion to boost semiconductor component capacity
South Korean semiconductor equipment component maker MiCo Ceramics is set to acquire an idle facility in Gumi, North Gyeongsang Province, from LG Display (LGD) for KRW150 billion (approx...
Wednesday 28 October 2026
Skymizer partners with Egis to develop 12nm and 6nm AI accelerators
Taiwanese startup Skymizer has formally announced a strategic partnership with Egis Technology to develop Flow (T12), a new-generation AI inference chip. Fabricated on TSMC's 12nm...
Tuesday 27 October 2026
Jensen and Musk both think aging GPUs are worth more than the books show
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Tuesday 27 October 2026
Pat Gelsinger warns AI compute efficiency must jump 10,000x amid power, memory, and fab constraints
Silicon Valley venture capital firm Playground Global has returned to Taiwan alongside a cohort of portfolio companies specializing in memory, power management, optical communications,...
Tuesday 27 October 2026
Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers
Anthropic's IPO filing reveals an infrastructure strategy extending far beyond conventional cloud procurement, as the Claude developer locks in hundreds of billions of dollars of compute...
Tuesday 27 October 2026
AI demand squeezes automotive memory, pushing automakers to take control of chip supply
Expanding investment in AI data centers is putting pressure on memory supply and demand across the automotive industry. As semiconductor companies prioritize high-bandwidth memory...
Tuesday 27 October 2026
AMD, Nvidia target substrate capacity amid 4x expansion constraints
AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers...
Tuesday 27 October 2026
Fujifilm expands South Korean capacity to meet AI chip demand
Fujifilm Electronic Materials is expanding its advanced semiconductor materials footprint in South Korea by increasing extreme ultraviolet (EUV) photoresist capacity in Pyeongtaek...
Tuesday 27 October 2026
Nvidia says GPUs last 8 years, unlocking AI financing
After the GTC Berlin conference, Nvidia CEO Jensen Huang and Silicon Valley technology investor Gavin Baker spoke with Yahoo Finance for about half an hour. Huang confirmed...
Tuesday 27 October 2026
Applied Materials to raise Besi stake to 20% as hybrid-bonding orders surge
Applied Materials plans to increase its stake in Dutch semiconductor equipment maker BE Semiconductor Industries (Besi) to approximately 20% from 9%, deepening its involvement in advanced...