Semiconductors

Quantum firm Xanadu is expanding in Albany, NY. It's not just a new office; it’s a test case for building America’s deep tech future beyond Silicon Valley.

Sivers Semiconductors pushed its earnings dates. This isn't a sign of trouble; it's the steep cost of admission to Wall Street's premier league.

Ultra Clean Holdings appoints Michael Keogh, a veteran of Ford's EV unit and Apple, as CFO to execute its UCT 3.0 strategy amid soaring AI chip demand.

Architect Financial Technologies and Compute Desk are launching a regulated market for GPU power, turning the engine of AI into a tradable, hedgeable asset.

GIGABYTE's new AI TOP ATOM cluster redefines local supercomputing, offering researchers unprecedented power while keeping sensitive data secure. Here's why it matters.

As AI chips grow, a physical flaw threatens to halt progress. A US-made material offers a breakthrough, promising silicon-matched performance without costly retooling.

As AI demand explodes, a new partnership in Taipei argues the industry is measuring the wrong thing. Zettabyte and ITRI are betting on quality over quantity.

onsemi divests two fabs for $35M in savings, betting on a leaner future. But as specialists move in, what does this mean for workers and the supply chain?

With a key leadership role at Optica and a production-ready laser technology, Aeluma is positioning itself to solve the biggest bottleneck in AI: data.

Sandisk's latest 3D NAND memory isn't just a tech upgrade. It's a strategic move in the high-stakes battle to power the AI revolution. Here's why.

Direxion is launching a 2X leveraged ETF for SK hynix, a key AI memory supplier. It's a high-octane tool for traders, but one that demands caution.

As the chip industry stacks its way past Moore's Law, a key battle is won in precision measurement. Nova's new deal is a critical enabler for the AI era.

A tiny new sensor from MultiDimension Technology could solve a huge headache for engineers, unlocking smaller, smarter, and more efficient industrial machines.

Q/C Technologies bets its future on a radical move to SF and unproven optical computing. Can a small firm with a history of pivots beat Big Tech?

SEALSQ is betting on post-quantum cryptography to secure the next generation of connected vehicles, merging silicon design with future-proof security.

Raja Koduri’s new venture, backed by $60M and industry titans, aims to dismantle the closed ecosystem of AI compute. Is this the dawn of a new era?

A specialized China tech fund's triple-digit returns are turning heads. This isn't just a market anomaly; it's a sign of China's quiet rise as a force in the global semiconductor race.

As AI's insatiable demand for memory creates a multi-year supply bottleneck, a new ETF offers a 'pure play' bet on the handful of companies dominating production.

A historic industrial shift is underway as Taiwan's semiconductor ecosystem moves to the US, creating a gold rush for the automation firms building the fabs.