Semiconductor News & Analysis Feed
20 articles
2026-09-13
finance.yahoo.com
2026-09-13
2026-09-10
semiengineering.com
2026-09-10
2026-09-10
semiengineering.com
2026-09-10
As semiconductor manufacturing enters the sub-2nm node, traditional process boundaries are becoming increasingly blurred. At these dimensions, shrinking features increase sensitivity, making manufacturing, inspection, metrology, and process interdependencies more pronounced. Advanced inspection tool
2026-09-04
finance.yahoo.com
2026-09-04
2026-08-30
finance.yahoo.com
2026-08-30
Quantum Computing Inc. (QUBT) has made notable operational progress, with its photonic quantum system Dirac-3 entering customer deployments and acquiring NHanced Semiconductors to enhance chipmaking capabilities. These developments signal a potential shift in how the company competes in quantum hard
2026-08-21
2026-08-21
developer.nvidia.com
2026-08-21
2026-08-05
2026-08-03
2026-07-31
finance.yahoo.com
2026-07-31
In mid-July 2026, Micron Technology announced multi-year Strategic Customer Agreements (SCAs) with key automotive ecosystem suppliers such as Qualcomm, Visteon, Harman, JOYNEXT, DENSO, Astemo, and Hyundai Mobis, securing long-term access to advanced memory and storage for AI-enabled vehicles. These
2026-06-29
simplywall.st
2026-06-29
Alpha and Omega Semiconductor (AOSL) is shifting from traditional power semiconductor operations toward AI infrastructure, fundamentally altering its investment narrative and risk profile. The company has strengthened partnerships with major cloud and hyperscale computing clients, particularly in AI
2026-06-19
simplywall.st
2026-06-19
Entegris recently entered a non-exclusive cross-licensing agreement with JSR and Inpria, resolving a patent dispute and expanding access to next-generation EUV photoresist technologies for AI-driven chips. This move not only removes a legal overhang but also reinforces Entegris' strategic position i
2026-06-17
datacentremagazine.com
2026-06-17
Hewlett Packard Enterprise (HPE) has become the first vendor to achieve NVIDIA-Certified Storage validation for an object-based platform, with the HPE Alletra Storage MP X10000 earning Foundation-level certification. This milestone underscores a critical shift in AI infrastructure, where storage per
2026-06-15
simplywall.st
2026-06-15
In June 2026, Teradyne announced an integrated test cell solution for AI and data center chips, combining its UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to enable high-quality known good device screening in advanced 2.5D and 3D packaging flows. This collaboration underscores Tokyo
2026-06-09
simplywall.st
2026-06-09
Hut 8 Corp. recently announced a $4.25 billion private offering of senior secured notes by its subsidiary Beacon Point DC to fund the Beacon Point data center campus in Texas, supported by a 15-year, $9.8 billion IT capacity lease with NVIDIA. This financing marks a strategic pivot from Bitcoin mini
2026-06-02
newsroom.arm.com
2026-06-02
The emergence of agentic AI is reshaping the PC landscape, driving demand for more intelligent, autonomous computing platforms. NVIDIA's RTX Spark, built on Arm architecture, represents a significant leap forward in this evolution. By integrating NVIDIA's Blackwell RTX GPU with an Arm-based Grace CP
2026-05-27
wccftech.com
2026-05-27
Following Huawei's recent announcement of its Tau scaling technology, which claims to achieve transistor density comparable to 14 Angstrom (14A) manufacturing processes from leading chipmakers like TSMC and Intel, semiconductor analyst Dr. Ian Cutress has expressed skepticism. He argues that the ann
2026-05-27
wccftech.com
2026-05-27
Following Huawei's recent announcement of its Tau scaling technology, which claims to achieve transistor density comparable to 14 Angstrom (14A) manufacturing processes from leading chipmakers like TSMC and Intel, semiconductor analyst Dr. Ian Cutress质疑了该声明的客观性. He argues that Huawei's announcement
2026-05-23
uk.finance.yahoo.com
2026-05-23
In May 2026, Navitas Semiconductor unveiled new high-power GaN and SiC platforms for AI data centers and grid infrastructure at PCIM Europe, alongside a fresh licensing initiative. This move signals a significant shift in the company's power-chip ecosystem strategy. By licensing its core technologie
2026-05-23
finance.yahoo.com
2026-05-23
Navitas Semiconductor's (NVTS) new GaN licensing strategy launched in May 2026 is quietly reshaping its power chip ecosystem approach. The company's GaN technology is widely used in electric vehicles, 5G communication equipment, and high-efficiency power management systems. By adopting an open licen