Semiconductor News & Analysis Feed

KLA Corporation's stock surged nearly 7% as the semiconductor equipment sector rallied, despite broader market declines. The move reflects a sector-wide recovery after weeks of selling, with KLA benefiting from its leadership in process control technology, especially amid increasing demand for AI-re

NVIDIA's recent earnings beat has drawn significant market attention, with its Q2 revenue reaching $9.62 billion, up 105.85% year-over-year. The strong performance is attributed to accelerating AI infrastructure investments and sustained demand outpacing supply in key segments. Analysts and investor

When NVIDIA launched the RTX 50 series, it emphasized that DLSS Multi-Frame Generation (MFG) was exclusive to the new Blackwell GPUs. However, modders have successfully developed unofficial mods to enable this feature on RTX 40-series cards. Despite NVIDIA's OTA update aimed at blocking these effort

At IFA 2026, AMD unveiled the Threadripper Halo Station, described as 'the most powerful workstation in the world.' This high-end system features a 96-core Threadripper Pro 9995WX CPU and dual liquid-cooled Instinct MI350P accelerators, with support for up to 576GB of HBM3E memory. Designed for tril

Taiwan Semiconductor Manufacturing Company (TSMC)-affiliated Taisic Materials unveiled a p-type silicon carbide (SiC) substrate on September 2, targeting ultra-high-voltage power applications such as smart grids, rail transportation, and high-power electrical systems. This development marks a signif

NVIDIA is in talks to invest approximately $2.5 billion in Murati's Thinking Machines Lab, highlighting the growing strategic importance of AI computing infrastructure in the semiconductor industry. This potential investment aligns with NVIDIA's continued focus on AI chip technology and demonstrates

GLOBALFOUNDRIES has drawn renewed attention following Navitas Semiconductor's confirmation of first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on GLOBALFOUNDRIES’ 200 mm GaN-on-silicon platform. While the company continues to make strides in powe