TSMC Lifts Full Year Revenue Forecast As Global AI Spending Accelerates

Taiwan Semiconductor Manufacturing Company, the world’s largest advanced semiconductor foundry, has revised its full year revenue outlook upwards, citing sustained momentum in artificial intelligence driven investments across the global technology landscape. The company highlighted robust demand for high performance computing, advanced logic chips and AI centric workloads as the primary d...

9 Dec 2025 | Tuesday | NEWS
Rigaku Launches XTRAIA MF-3400 to Enable Nanoscale Film Measurement for Next-Generation Semiconductor Manufacturing

Rigaku Corporation, a global solution partner in X-ray analytical systems and a group company of Rigaku Holdings Corporation (headquarters: Akishima, Tokyo; CEO: Jun Kawakami; hereinafter “Rigaku”) has launched the XTRAIA MF-3400, an instrument used in semiconductor manufacturing processes to measure the thickness and composition of wafers. The XTRAIA MF-3400 will significantly enhan...

8 Dec 2025 | Monday | NEWS
Cyient Semiconductors Qualified for Key Technology IP Contract in SCL’s ₹4,500-Crore Modernization Program

Company Set to Play a Key Role in Strengthening India's Custom Silicon Capabilities  Cyient Semiconductors, a leader in custom ASIC turnkey and intelligent power solutions, announced that it has been qualified for a pivotal contract for the supply and qualification of technology IPs, including design enablement, for the ₹4,500-crore modernization initiative at the Semi-Conductor Laborato...

8 Dec 2025 | Monday | NEWS
UMC and Polar Semiconductor Sign MOU to Boost U.S. Chip Manufacturing

United Microelectronics Corporation (NYSE: UMC: TWSE: 2303)(“UMC”), a leading global semiconductor foundry, and Polar Semiconductor, LLC (“Polar”), a U.S.-owned and operated foundry specializing in high-voltage, power, and sensor technologies, announced they have signed a Memorandum of Understanding (MOU) to explore collaboration on delivering scalable U.S.-based 8-inch p...

5 Dec 2025 | Friday | NEWS
Cognite Opens New Global Headquarters in Tempe Arizona Marking Major Expansion in North America

Cognite, the global leader in Industrial AI,  announced the official grand opening of its new global headquarters in Tempe, Arizona. The relocation from Oslo, Norway marks a milestone in the company's growth strategy and underscores its commitment to the North American market. "Establishing our global headquarters in Arizona represents an exciting new chapter for Cognite as this positions ...

5 Dec 2025 | Friday | NEWS
Wizerr AI Launches Agentic BOM Engine Powered by Its Patent-Pending Component Intelligence Engine ELX

Wizerr AI today introduced the Agentic BOM Engine, powered by Wizerr’s patent-pending component intelligence engine (ELX). ELX reads and interprets complex component datasheets with engineer-level precision and scales that capability to millions of components, turning unstructured documents into AI-transformed, reasoning-ready data for multi-agent workflows across the electronics manufactu...

5 Dec 2025 | Friday | NEWS
Vinci Emerges From Stealth With $46M Funding to Launch Physics-Driven AI Platform Delivering 1,000× Faster Hardware Simulations

-Vinci, the pioneer of Physics-Driven AI for hardware design and simulation, emerged from stealth today and announced $46M in total funding, with its Series A led by Xora Innovation and its Seed round led by Eclipse. The company has unveiled a physics-driven AI system that operates like a team of hardware engineers, running thousands of verified simulations in hours, not weeks. Vinci was founde...

4 Dec 2025 | Thursday | NEWS
Alpha and Omega Semiconductor Launches AOLV66935 High-SOA 100V MOSFET for 48V Hot-Swap in Next-Generation AI Servers

-Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide band gap power devices, power management ICs, and modules, today announced its AOLV66935 a 100V High Safe Operating Area (SOA) MOSFET in an LFPAK 8x8 package. AOS’ latest MOSFET is designed as an ideal solution for 48V Hot Swap architectur...

4 Dec 2025 | Thursday | NEWS
Marvell Technology to Acquire Celestial AI in $3.25 Billion Deal to Accelerate Optical Scale-Up Connectivity for Next-Generation AI Data Centers

Celestial AI’s breakthrough Photonic FabricTM technology platform enables optical I/O for package, system and rack-level connectivity for the next-generation of data center infrastructure Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions,  announced it has entered into a definitive agreement to acquire Celestial AI, a pioneer of a disruptive ...

4 Dec 2025 | Thursday | NEWS
SEEQC Partners With Taiwan’s ITRI to Build Dedicated Manufacturing Line for Superconducting Quantum Control Chips

SEEQC, the digital quantum computing company developing a fully digital, chip-based quantum computing platform,  announced a manufacturing partnership with Taiwan's Industrial Technology Research Institute (ITRI). Together, SEEQC and ITRI will construct a state-of-the-art process line dedicated to manufacturing SEEQC's proprietary Single Flux Quantum (SFQ) superconducting control chips, fur...

3 Dec 2025 | Wednesday | NEWS
Murata Launches 1.25kV C0G MLCC in Compact 1210 Size for SiC-Based Power Systems

Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) announces the launch and mass production of its multilayer ceramic capacitor (MLCC) featuring a capacitance of 15nF, a rated voltage of 1.25kV, and C0G characteristics in the compact 1210-inch (3.2mm x 2.5mm) size. This product delivers highly efficient power conversion and stable performance under high-voltage conditions, making ...

3 Dec 2025 | Wednesday | NEWS
Merck Opens Semiconductor Solutions Mega Site in Kaohsiung as New Phase of Global Growth Begins

Merck has opened its new Semiconductor Solutions Mega Site in Kaohsiung, Taiwan, marking a significant expansion of its global electronics footprint and a major boost to the resilience of critical semiconductor supply chains. The first phase of the site, covering one hundred and fifty thousand square metres, is now fully operational and ready to support the fast growing demand for advanced semic...

2 Dec 2025 | Tuesday | NEWS
South Korea’s Chip Industry Faces Mounting Supply-Chain Carbon Risks Under Stricter Global Climate Rules

Expanding global carbon regulations and Carbon Border Adjustment Mechanism (CBAM) exposure could increase costs and vulnerabilities for the semiconductor and Artificial Intelligence (AI) sectors  Expanding global carbon regulations and stricter reporting requirements that include indirect greenhouse gas (GHG) emissions, such as Scope 2 and 3, could substantially in...

2 Dec 2025 | Tuesday | Reports
Sarawak Secures RM1.9 Billion Investment to Build Semiconductor-Grade Polysilicon Capacity

Sarawak has secured RM1.9 billion in new private investment to expand its polycrystalline-silicon industry into semiconductor-grade production, marking a significant shift toward higher-value materials essential for the global chip supply chain. The state government confirmed that the investment will support the development of advanced polysilicon capacity, used in semiconductor wafer fabricati...

2 Dec 2025 | Tuesday | NEWS
TSMC Flags Severe Capacity Gap as AI Workloads Outpace Advanced-Node Supply

Taiwan Semiconductor Manufacturing Company (TWSE: 2330, NYSE: TSM), the world’s leading semiconductor foundry, cautioned that its production capacity at advanced process nodes remains significantly below what is required to support the rapid acceleration of global artificial intelligence (AI) workloads. Speaking at a recent industry briefing, TSMC’s Chief Executive Officer stated th...

1 Dec 2025 | Monday | NEWS
Tower Semiconductor Gains Nearly 5% After Revealing New Manufacturing Collaborations

Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, saw its stock rise approximately 5%  after unveiling a series of new strategic collaborations aimed at expanding its chip-manufacturing capabilities and strengthening its global technology roadmap. The market responded positively to Tower’s newly announced partnerships, which are ...

1 Dec 2025 | Monday | NEWS
Intel Stock Surges as Talk Grows of Potential Apple Partnership

Intel Corporation (NASDAQ: INTC) saw its shares rise more than 10%  as market speculation intensified around a potential manufacturing partnership with Apple Inc. Reports circulating among industry analysts and supply chain observers suggest that Apple may be evaluating Intel’s cutting-edge 18A process node to produce its next-generation M-series processors, including the rumored M6 a...

1 Dec 2025 | Monday | NEWS
SemiLEDs’ Trung Tri Doan Reports FY2025: Annual Revenue Soars, Q4 Earnings Under Pressure

SemiLEDs Corporation (NASDAQ: LEDS), “SemiLEDs” or the “Company,” a developer and manufacturer of LED chips and LED components, announced its financial results for the fourth quarter and full fiscal year, ended August 31, 2025. Revenue for the fourth quarter of fiscal 2025 was $13.2 million, compared to $17.7 million in the third quarter of fiscal 2025. GAAP net loss att...

1 Dec 2025 | Monday | Company results
Micron to Invest $9.6 Billion in New AI Memory Chip Plant in Japan

Micron Technology, Inc., a global leader in memory and storage solutions, today announced plans to invest $9.6 billion in the construction of a new advanced semiconductor fabrication facility in Hiroshima, Japan. The new plant will focus on producing next-generation high-bandwidth memory (HBM) chips designed to power the world’s rapidly expanding artificial intelligence (AI) and high-perfo...

1 Dec 2025 | Monday | NEWS
Soitec Announces Validation of Its SmartSiC Substrates for SiC Power Devices

Soitec has announced that its SmartSiC technology has successfully completed formal validation for use in next generation silicon carbide power devices, marking a major milestone for the company’s rapidly expanding power electronics business. The validation confirms that SmartSiC substrates meet strict performance, reliability and manufacturability requirements demanded by leading device m...

28 Nov 2025 | Friday | NEWS