Semiconductor News & Analysis Feed

Larsen & Toubro (L&T) is pursuing a dual strategy: advancing high-growth, asset-light semiconductor ambitions through its chip design subsidiary LTSCT, targeting $500 million in annual revenue by FY31, while securing long-term infrastructure contracts via a six-year EPC agreement with Oman’s Petrole

While the AI boom is supported by strong cash flows, it is not immune to external shocks. Chip shortages pose a major risk, with prices up 2.5x year-on-year, inflating hyperscalers' capex and straining cash flows. High valuations—around 10x P/B versus 2-4x pre-AI—signal market excess, echoing past t

German semiconductor manufacturer Infineon Technologies has opened a new research and development center in Cluj-Napoca, Romania, marking an expansion of its presence in the country and reinforcing its strategic footprint in Southeastern Europe. The facility, located in The Office building near the

Recent reports from 404 Media have revealed widespread abuse of the Flock AI-powered license plate reader (ALPR) system by police departments across the U.S., with dozens of officers fired or arrested for stalking romantic partners using the technology. The system, provided by Flock Security, is wid

The semiconductor industry consolidation trend continues as Texas Instruments' acquisition of Silicon Laboratories faces regulatory review by Romania's competition authority. This transaction exemplifies the increasing scrutiny of major tech mergers in the semiconductor sector, particularly as wirel

The acquisition of Silicon Labs by Texas Instruments has received regulatory approval, marking a significant consolidation move in the semiconductor industry. This transaction exemplifies the current trend of industry consolidation, driven by the pursuit of technological synergies and economies of s