Semiconductors

Lumilens emerges from stealth with $900M and a multi-billion dollar deal, betting that the future of AI isn't just compute, but the speed of light.

A New York startup's high-voltage chip demo isn't just a technical win. It's a strategic move to secure America's power grid, defense, and energy future.

With $350M+ in funding, Acrab is challenging cloud giants with custom silicon for powerful local AI. This is their strategy to own the agentic AI future.

Behind every AI query is a torrent of data. A key order for Veeco's LUMINA+ system highlights its crucial role in building the high-speed optical highways for AI.

ASUS unveils its full-stack AI hardware, betting that the future of enterprise AI lies in powerful, secure, on-premise systems you can control.

The next AI wave isn't just about smarter brains; it's about faster memories. A leading chip designer is betting its future on powering the age of Agentic AI.

UNISOC's new AI audio suite isn't just about clearer calls. It's a strategic move using on-device AI to reshape device design, cost, and connectivity.

Canadian pension plans posted stellar Q2 returns, but the real story is how AI, geopolitics, and a weak loonie created a perfect storm for growth.

The AI revolution is hitting a memory wall. As agentic AI demands soar, Marvell unveils a new infrastructure to disaggregate memory and redefine data centers.

As AI's hunger for data stalls progress, memory has become the new bottleneck. NEO Semiconductor's NEO.AI platform offers a radical two-part solution.

The routine $0.25 dividend from MKS Inc. is no mere shareholder handout. It’s a calculated signal of financial discipline in a capital-hungry industry.

From K-pop and crypto to critical chip components, K Wave Media is acquiring a Korean materials firm in a high-stakes bet on its AI infrastructure future.

Ambiq's heliaPROFILER isn't just another tool; it's a strategic move to arm developers in the fierce battle for Edge AI efficiency and performance.

GE Appliances is doubling its bet on Texas Instruments' US-made chips, a move to de-risk its supply chain and power a new era of ultra-efficient, smart appliances.

Following an $11B valuation, AI inference leader SambaNova hires a veteran dealmaker to accelerate its push into the high-stakes government and sovereign AI markets.

Alif Semiconductor's licensing of Arm Keil MDK is more than a software deal; it's a strategic move to tame fragmentation and accelerate the next wave of tinyML.

Ichor Holdings posts impressive Q2 growth, signaling a wider industry rebound. A $200M capital raise and disciplined strategy position it for the next tech supercycle.

Beyond record profits, Advanced Energy's Q2 results show how foundational tech, not just algorithms, is fueling the AI and data center explosions.

As firms adopt open-source AI, infrastructure costs are soaring. NeuReality's new OS promises to unlock massive GPU efficiency and slash expenses.

As AI's data demands create an energy crisis, a new alliance bets on tiny, hyper-efficient LEDs to solve the bottleneck that threatens to stall progress.