Semiconductor News & Analysis Feed

The global AI semiconductor market is projected to reach $255.90 billion by 2035, driven by rapid expansion in hyperscale AI data centers, adoption of advanced AI-specific silicon, and growing edge computing deployments. Advancements in chip architecture, memory, and packaging technologies are enhan

Peak Amplification has launched its new 500W heatsink-free GaN amplifier module, the AM-500C1G, based on technology unveiled by Elytone in 2025 and previewed at ISE 2026. This module, powered by Infineon’s CoolGaN technology, sets a new benchmark for high-density audio performance. Compared to its p

The rapid growth of artificial intelligence (AI) has led global tech companies to offer high salaries and stock options, which are acting as a 'golden handcuff' for Indian chip-design talent, deterring them from starting their own deep-tech ventures, according to Ravi Jain, investment director at TD

In the summer of 2026, quantum computing stocks experienced a sharp correction, with some falling by as much as 50%. The article revisits the bullish sentiment in the quantum computing sector, which in 2019 resembled NVIDIA's trajectory, suggesting a generational investment cycle. However, as market

In August 2026, investment firm Sanctuary Advisors LLC made a new investment in Synopsys, Inc., acquiring shares valued at approximately $4.11 million. This move underscores institutional confidence in Synopsys' leading position in the electronic design automation (EDA) sector, a critical component

CG Power's semiconductor packaging facility is projected to generate approximately $500 million in annual revenue once it reaches full capacity, according to Chairman Vellayan Subbiah. The company aims to achieve 70% utilization within four years, with revenue heavily dependent on product mix and ma

NVIDIA (NVDA) stock rose ahead of its Q2 earnings, with traders closely watching the report for insights into AI/data-center demand, valuation, and broader tech/semiconductor sentiment. The company is also partnering with KKR and BlackRock to launch an independent compute-financing platform aiming t

Nvidia has emerged as a cornerstone of the artificial intelligence (AI) sector since OpenAI introduced ChatGPT in late 2022, with its stock surging over 1,300% since January 2023. The company recently announced a strategic partnership with six major financial institutions—Apollo Global, BlackRock, B

As cyber threats evolve, chip security is no longer a bolt-on feature but a continuous defense strategy spanning hardware, software, firmware, networks, and connected systems. Industry experts at the Design Automation Conference emphasized that traditional compliance-based approaches are insufficien

India is rapidly advancing its semiconductor packaging capabilities, particularly in advanced packaging technologies. ASIP Technologies, in collaboration with South Korean partner APACT, has initiated construction of an outsourced semiconductor assembly and test (OSAT) facility in Visakhapatnam, And