Hedge Funds Maintain Strong Semiconductor Exposure as AI Infrastructure Investment Accelerates

Hedge funds are continuing to benefit from the strong rise in semiconductor shares as momentum behind artificial intelligence investments gathers pace. Growing demand for AI infrastructure, including advanced chips, memory devices and data-centre technology, has fuelled substantial gains across global technology markets. Recent market activity suggests that while some hedge fu...

25 May 2026 | Monday | NEWS
World Micro Signs Distribution Partnership with Mobilint to Expand Global Edge AI Semiconductor Reach

World Micro, a leading global distributor of electronic components and supply chain solutions, is pleased to announce a new distribution agreement with Mobilint, a pioneering developer of AI accelerator chips. Through this partnership, World Micro will offer Mobilint's advanced AI semiconductor solutions to its global customer base, expanding access to high-performance, energy-efficient AI p...

22 May 2026 | Friday | NEWS
PsiQuantum Secures Proposed $100 Million CHIPS Act Incentives to Accelerate U.S. Quantum and Semiconductor Manufacturing

PsiQuantum announced that the company has signed a Letter of Intent with the U.S. Department of Commerce for $100 million in proposed federal incentives under the CHIPS and Science Act to advance American quantum computing and semiconductor leadership. With these potential incentives, combined with co-investment by the company, PsiQuantum will accelerate the domestic manufacturability and per...

22 May 2026 | Friday | NEWS
Infinitum Wins 2026 Environment+Energy Leader Product of the Year Award for Energy-Efficient Aircore Motor System

Infinitum announced that its Aircore motor system is a winner of the Product of the Year Award in the 2026 Environment+Energy Leader Awards program. The recognition highlights Infinitum’s ability to deliver measurable operational and financial impact for customers — helping them do more with less — as they navigate increasingly complex energy demands. As electrification accelera...

21 May 2026 | Thursday | NEWS
Dnotitia Open-Sources AKB Platform to Accelerate Enterprise AI Knowledge Infrastructure

Dnotitia Inc. (Dnotitia), a company specialising in long-term memory AI and semiconductor-based AI infrastructure technologies, announced that it has open-sourced AKB (Agent Knowledge Base) on GitHub. AKB is a knowledge platform designed to help organisations turn scattered enterprise knowledge and agent-generated work context into AI-ready knowledge bases. AKB integrates scattered internal ...

21 May 2026 | Thursday | NEWS
Amkor Technology Expands Arizona Semiconductor Packaging Footprint to Support U.S. Advanced Manufacturing Growth

Amkor Technology, Inc. (Nasdaq: AMKR) reinforced its commitment to expanding Advanced semiconductor packaging and test capabilities in the United States through continued investment in its Arizona manufacturing footprint. Located within Peoria’s Innovation Core, Amkor’s campus is being developed on a 104-acre site designed to support large-scale, leading-edge semiconductor packaging a...

21 May 2026 | Thursday | NEWS
Corgi Semiconductor Photonics and EUV ETF Surpasses $150 Million AUM Within Two Weeks of Launch

Corgi, an AI fintech startup, announced that the Corgi Lithography & Semiconductor Photonics ETF (Cboe BZX: EUV) has surpassed $150 million in assets under management (AUM), reaching the milestone less than two weeks after its May 6, 2026 launch. The rapid asset growth may reflect increased investor interest in companies tied to the photonics and light-based technology ecosystem use...

21 May 2026 | Thursday | NEWS
Analog Devices to Acquire Empower Semiconductor in $1.5 Billion Deal to Strengthen AI Power Delivery Portfolio

Analog Devices, Inc. (NASDAQ: ADI) and Empower Semiconductor announced that they have entered into a definitive agreement under which ADI will acquire Empower in an all-cash transaction for $1.5 billion. As AI compute scales, power density – not just total watts – has become the limiting factor. Delivering high-density, high-efficiency power at the point of compute, while respond...

21 May 2026 | Thursday | NEWS
Hoth Therapeutics to Rebrand as Rocket One and Expand into AI Semiconductor Infrastructure and Spintronic Computing

HOTH ("Hoth" or the "Company") announced that it intends to change its name to Rocket One, Inc. ("Rocket One") and to restructure its business to position the Company, through its recently formed wholly-owned subsidiary, to pursue opportunities in artificial intelligence infrastructure, next-generation semiconductor technologies, and ultra-low-power AI computing....

20 May 2026 | Wednesday | NEWS
Algorized and Asahi Kasei Microdevices Partner to Advance Edge AI Radar Sensing for Industrial Safety and Elderly Care

Algorized, the Physical AI company building the edge-native nervous system for machines operating around people, and Asahi Kasei Microdevices (AKM), the semiconductor and sensor solutions arm of the Asahi Kasei Group, announced a partnership to integrate Algorized's edge-AI foundation model with AKM's AK581xAIM millimetre-wave radar (mmWave) Antenna-in-Module (AiM), preserving people sensing for e...

20 May 2026 | Wednesday | NEWS
imec Achieves World-First Quantum Dot Qubit Device Using High NA EUV Lithography

 This week at ITF World, imec, a globally recognised research and innovation centre for advanced semiconductor technologies, unveiled what it describes as a world-first achievement: a quantum dot qubit device manufactured using High NA EUV lithography. The breakthrough represents a major step towards the industrial-scale production of more reliable qubits — the fundamental computing ele...

20 May 2026 | Wednesday | NEWS
MaxLinear Advances DOCSIS 4.0 Deployment Momentum with Puma 8 Ecosystem Expansion

MaxLinear, Inc. (Nasdaq: MXL), announced continued momentum in advancing the DOCSIS 4.0 ecosystem toward certification and real-world deployment, building on early interoperability success and expanding OEM adoption around the Puma 8 platform. As part of the early DOCSIS 4.0 certification process at CableLabs®, MaxLinear became the first silicon vendor to achieve DOCSIS 3.1 Verified...

19 May 2026 | Tuesday | NEWS
Gradiant Secures New Financing to Accelerate Expansion Across AI and Semiconductor Infrastructure Markets

Gradiant announced the close of Series E financing, valuing the company at $2 billion. The financing was led by Safar Partners and Hostplus Superannuation Fund, with participation from ClearVision Ventures and other global investors. The financing will support Gradiant’s continued global expansion, including strategic acquisitions, accelerated research and development, and investments ...

19 May 2026 | Tuesday | NEWS
AOS Launches Digital Multiphase Controllers for Intel Next-Generation Mobile Platforms

Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide-bandgap power devices, power management ICs, and modules, announced a new family of digital multiphase controllers: the AOZ71049QI, AOZ71149QI and AOZ71146QI. Specifically engineered for Intel IMVP9.3 Vcore power delivery, these...

19 May 2026 | Tuesday | NEWS
SemiMarket Reports Strong Debut for Online Semiconductor Equipment Auction Platform

SemiMarket, the semiconductor equipment and parts marketplace operated by SurplusGLOBAL, announced the results of its first Online Bidding event, highlighting growing global demand for transparent and digitally driven semiconductor equipment transactions. The online auction featured used back-end semiconductor equipment from a global OSAT company. It attracted participation from more than 40 buye...

19 May 2026 | Tuesday | NEWS
TetraMem Advances AI Chip Commercialisation With 22nm Analogue In-Memory Computing Breakthrough

TetraMem Inc., a Silicon Valley–based semiconductor company developing analogue in-memory computing (IMC) solutions, announced the successful tape-out, manufacturing, and initial silicon validation of its MLX200 platform, a 22nm multi-level RRAM-based analogue IMC system-on-chip (SoC). The achievement marks a significant step toward the commercialisation of analogue computing architectures ...

19 May 2026 | Tuesday | NEWS
KIOXIA and Dell Showcase AI Storage Strategy at Dell Technologies World 2026

Next week at Dell Technologies World, KIOXIA America, Inc. will showcase how its advanced solid-state drives (SSDs) and storage innovations are helping organisations reshape their business. Aligned with this year’s theme, “Shaping the Future of Business, Together,” KIOXIA will highlight how its collaboration with Dell Technologies is enabling breakthroug...

18 May 2026 | Monday | NEWS
BrainChip Expands AI Software Ecosystem to Accelerate Akida Processor Adoption

BrainChip Inc. (ASX: BRN, OTCQX: BRCHF), a leading provider of ultra-low-power, high-performance neuromorphic AI IP, announced a significant expansion of its software partner ecosystem. Leading industry innovators MulticoreWare, P-Product and BeEmotion.ai are now collaborating with BrainChip to develop and optimise advanced machine learning models tailored for the new Akida™ AKD1500 processo...

18 May 2026 | Monday | NEWS
NoMIS Power Joins $2.5M US Grid Modernisation Project to Advance SiC HVDC Power Technology

NoMIS Power Corporation, a leader in advanced Silicon Carbide (SiC) power semiconductor technology, announced its participation as an industry partner in a three-year, $2.5 million project led by Michigan State University (PI: Dr Omid Beik) to develop high-voltage SiC-based Neutral Point Clamped Power Electronics Building Blocks (NPC-PEBBs) as vendor-agnostic, plug-and-play sub...

18 May 2026 | Monday | NEWS
KIOXIA and Dell Target AI Infrastructure Growth With Ultra-Dense 9.8PB Server Platform

KIOXIA America, Inc. announced a breakthrough in high-density storage infrastructure, collaborating with Dell Technologies to deliver a 2U server configuration capable of scaling to an unprecedented 19.8 petabytes (PB) of flash storage. By combining the Dell PowerEdge™ R7725xd server with AMD EPYC™ processors and 40 KIOXIA LC9 Series E3.L form-factor 245.76-terabyte (TB) NVMe...

18 May 2026 | Monday | NEWS