Semiconductor News & Analysis Feed

NVIDIA and MediaTek have deepened their strategic partnership, focusing on enterprise AI infrastructure, edge computing, client PCs, and automotive platforms. NVIDIA has invested $3.5 billion in MediaTek’s convertible bonds to support this collaboration. The core of the initiative is the integration

Nvidia has expanded its partnership with MediaTek, a major Taiwanese semiconductor vendor, signaling a strategic move to solidify its dominance in the AI hardware space. The collaboration includes a $3.5 billion investment in MediaTek’s convertible bonds and the adoption of Nvidia’s NVLink Fusion pl

NVIDIA and MediaTek have deepened their long-standing collaboration to build next-generation AI computing platforms spanning infrastructure, edge computing, and automotive applications. Under the expanded partnership, MediaTek will adopt NVIDIA's NVLink Fusion™ platform to enable hyperscalers and cl

Taiwan has achieved a significant breakthrough in wide-bandgap semiconductor materials, with Taisic Materials successfully producing its first 12-inch silicon carbide (SiC) boule on August 30, 2026. Notably, the boule was grown in a crystal growth furnace designed and manufactured by its parent comp

ChangXin Memory Technologies (CXMT) has announced mass production of LPDDR6 memory for a Xiaomi smartphone, beating Western chipmakers to the milestone. While the development timeline was expected, the timing is notable as two Chinese companies have overtaken industry announcements. LPDDR6 represent

Photonics is reshaping chiplet design from a mere placement problem into a multi-physics co-design challenge. As optical chiplets move closer to compute silicon, they offer enhanced bandwidth and power efficiency, but also introduce complex thermal, mechanical, and electromagnetic interactions. Chip

In the wake of the AI boom, semiconductor manufacturers are emerging as the biggest winners, overtaking traditional tech giants. NVIDIA's quarterly results confirmed this shift, reporting $96.2 billion in revenue — the highest in semiconductor history. Its data center division generated $89 billion,