Semiconductors

The EdTech firm's demand-led move into AI compute is bold, but a complex financial picture and hardware risks create a high-wire act for investors.

Montage Technology's new CXL 3.2 controller isn't just silicon; it's a key to unlocking vast new memory resources, reshaping data center economics.

Renesas Electronics' stellar Q2 results reveal more than just numbers; they show a company mastering the AI-driven chip market through strategic execution.

Taiwan's FIC Global is twinning Johor manufacturing with Singapore innovation, creating a blueprint for the JS-SEZ and a resilient supply chain for the AI era.

With its CXL 3.2 controller, Montage Technology isn't just launching a chip; it's enabling a new data center architecture to solve the AI memory crisis.

Kioxia's new CM10 SSDs bring PCIe 6.0 speed and liquid cooling to data centers, directly tackling the immense data demands of tomorrow's AI models.

Data I/O reports a 59% sequential sales jump, but a surprise delay in its full earnings to analyze a complex $9M investment introduces critical uncertainty.

With a new $300M+ funding round, Xsight Labs is challenging giants like NVIDIA by championing open, programmable hardware for next-gen data centers.

As enterprises adopt AI, a security blind spot at the hardware level creates major risks. A new partnership aims to deliver runtime trust and observability.

A breakthrough in memory from Innodisk promises a 60% speed boost, tackling the bottleneck that slows AI and setting the stage for next-gen computing.

The U.S. is funding a tiny component that could unlock AI's future and break a critical foreign monopoly. Here's why Thintronics matters.

A new partnership to build critical power systems in Japan is more than a business deal; it’s a strategic play to fuel the nation's tech ambitions.

HRL Labs unveils a quantum processor that runs itself, solving a key scaling problem. Now, with IBM's backing, the race for quantum dominance heats up.

Wolfspeed adds veteran CEO Andy Mattes to its board, a strategic move signaling a sharp focus on operational discipline as it navigates a post-restructuring era.

BMW has chosen Qualcomm to power its next-gen vehicles for a decade. This isn't just about chips; it's about building the intelligent network for an autonomous future.

A Scottish firm's acquisition of a Silicon Valley pioneer is more than a deal; it's a strategic move to control the hardware that tests our future.

The Dutch tech giant's record-breaking quarter and massive forecast upgrade reveal its critical role in fueling the global AI infrastructure build-out.

BrainChip's new M.2 module allows fanless, on-device AI to be added to legacy systems without redesign, unlocking a $25 billion industrial market.

A new Franco-European alliance aims to build the future of AI networking, challenging Silicon Valley's dominance and betting on an open standard to power the next generation.

T-REX launches RAMZ, a 2x inverse ETF targeting the red-hot memory chip sector. Is it a smart hedge or a high-risk gamble on the end of the AI rally?