Semiconductors

AMD's massive deal with Core Scientific reveals a new front in the AI war: infrastructure. Securing gigawatts of power signals a strategic shift beyond silicon.

Navitas Semiconductor's shift to high-power markets is paying off. Q2 results show strong growth in AI infrastructure, proving its 'Navitas 2.0' pivot successful.

Explore how a landmark partnership between a memory giant and a boutique PC builder is setting a new standard for the demanding AI and creator markets.

NTS Innovations brings on Dr. Art Morrish, a DARPA and Raytheon vet, to help turn its nanoscale graphene energy harvesting tech from a lab marvel into a market reality.

A new alliance is moving chip design from human-led automation to AI-driven autonomy. Synopsys's agentic AI, on Microsoft's platform and tested by AMD, signals a seismic shift.

As GCT prepares its Q2 update, investors are looking past the numbers to its progress in the AI-Edge data pipeline, satellite comms, and 5G partnerships.

VAST Data and AMD are expanding their partnership to solve the AI inference bottleneck, offering an open alternative to closed ecosystems with new hardware.

New AI assistants are revolutionizing chip design, creating the high-capacity, low-power memory needed to unlock the true potential of AI on our everyday devices.

Arrcus, UfiSpace, and GIGABYTE forge a new path for AI infrastructure, challenging proprietary dominance with an open, production-ready network for AMD's ecosystem.

As data center energy use draws scrutiny, an Ohio company's 'responsible neighbor' strategy with AMD's new Helios platform could set an industry standard.

Themes ETFs launches RAML, a 2X leveraged fund targeting memory chips. It's a powerful tool for traders, but its complex structure demands a cautious approach.

A $1.7M defense deal for Baylin Technologies reveals the critical role of GaN amplifiers in military strategy and the booming market they're creating.

An Israeli R&D law dramatically inflates Mobileye's profits, masking flat revenue, margin pressure, and a massive $3.8B write-down on its future bets.

With profits soaring 177%, Dutch equipment maker Besi shows how its advanced packaging technology is the critical, unsung hero powering the AI chip boom.

ROHM Semiconductor's new power solution shrinks crucial components to a record size, promising longer battery life and sleeker designs for the next wave of smart devices.

AMD and Anthropic's massive 2-gigawatt GPU deal and $5B investment signal a major assault on Nvidia's market share. Is this the turning point in the AI chip war?

With backing from elite hardware accelerator HAX, Diamond Quanta aims to commercialize its engineered diamond, solving the heat crisis in AI, EVs, and beyond.

General AI assistants fall short in chip design. A new breed of "agentic AI" is now autonomously creating silicon, a shift highlighted by the Ambiq-ChipAgents deal.

Patriot Memory's new Viper Steel 5 Infinite DDR5 isn't just about 8000MT/s speeds. It's a look at the future of PC building, blending performance with innovative design and sustainability.

The connectivity firm is betting its future on a massive expansion into defense, energy, and critical minerals. Can its M&A-fueled strategy secure America?