Semiconductors

A tiny Indian firm just launched a tool that doubles data speed. It's the unsung hero that will make on-device AI, AR, and self-driving cars a reality.

A legacy lubricant maker's strategic pivot into high-tech thermal management signals a critical shift in how we build the future of artificial intelligence.

Diodes Inc. secures a massive, interest-free war chest. While markets flinched at the news, the move reveals a calculated strategy for acquisitions and growth.

Beyond the hype of a multi-billion dollar investment, Lam Research is re-engineering the very speed of innovation to meet AI's relentless demands.

For two decades, NVIDIA's CUDA software has been an insurmountable wall for chip rivals. Now, a startup's AI agent claims to build that wall in days.

Amid rising costs, Trust Stamp pivots to the $48B Sovereign-AI market and a key EU semiconductor project, signaling a strategic shift to national tech security.

A semiconductor firm is merging with a critical minerals miner. This isn't just M&A; it's a radical bet on vertical integration. We dig into the strategy.

A new partnership between Flip Electronics and Vishay confronts the growing crisis of component obsolescence, promising a secure, authorized channel for legacy parts.

NXP's new 'smart factory' in Malaysia isn't just about making more chips. It's a masterclass in building resilient supply chains and investing in communities.

A new alliance is betting big on resurrecting 3D TV by ditching the glasses. We analyze if their advanced tech can finally make immersive viewing a shared reality.

After years of bitter litigation, a small tech firm's patent alliance with Samsung signals a major power shift in the high-stakes AI memory market.

A new ETF from industry veteran Rob Oliver targets the foundational shift to photonics in AI infrastructure, a high-stakes play on the future of data centers.

As Semtech prepares its Q2 earnings call, all eyes are on its performance in AI data centers and IoT. Will the results validate the market's bullish outlook?

EeroQ's inclusion in the inaugural Allied Defense 100 is more than an award; it's a validation of its unique path to scalable quantum computing.

The chip designer just secured a massive, interest-free capital infusion. We decode the savvy deal structure and what it means for its AI ambitions.

Beyond the hype of AI models and drones, Kopin is building the critical optical networks and displays that make them possible. A look at its strategic Q2.

Beyond flashy AI models, KOWIN's FMS 2026 showcase reveals a crucial truth: the AI revolution will be built on specialized, reliable memory.

AZIO AI Holdings is pivoting from EVs to AI infrastructure with a massive NVIDIA GPU deal. But can it navigate the financial risks to build the future?

After two years of losses, Silvaco is back in the black. A deep dive into the AI strategy and key partnerships with NVIDIA, Micron, and Dassault driving its comeback.

With a new CFO and a massive infusion of public and private cash, Multibeam is scaling up. Here’s how its unique tech is becoming a cornerstone of the US CHIPS Act.