The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…
A recent engineering graduate built a millimeter-wave radar prototype that uses FMCW technology and a neural network to classify building materials, specifically targeting asbestos detection. The proj…
The AI-driven price surge in the semiconductor supply chain is spreading to upstream materials and manufacturing inputs, with suppliers of power chips, capacitors, and other components raising prices.…
The S&P 500 crossed 7,600 for the first time in June and is closing Q2 2026 with roughly 11% gains, powered almost entirely by AI infrastructure spending. The rally is cracking open an IPO and funding…
Fortinet paid $15 million for two Sunnyvale properties, completing a land assembly that could enable a major expansion of its headquarters. The cybersecurity company has spent $623.9 million on Bay Ar…
NVIDIA's shift to an 800V power distribution architecture for AI data centers is redirecting semiconductor investment toward power delivery components like GaN and SiC devices. The transition, expecte…
NVIDIA released Halos, a full-stack safety system for robotics and physical AI, unifying AI compute and safety. The system draws on over 18,600 engineering years of autonomous vehicle safety developme…
Texas Instruments (TXN) reported a boost in Q1 earnings driven by increased demand for AI applications. The company's analog and embedded processing chips are used in AI systems, contributing to reven…
The UK Semiconductor Centre (UKSC) signed a memorandum of understanding with Rapidus Corporation to give British innovators access to 2-nm chip technology by 2027, announced as UK and Japanese prime m…
Texas Instruments is positioned as a major beneficiary of the artificial intelligence power bottleneck, yet investors have not fully recognized the company's potential in this area. The semiconductor …
Nvidia CFO Colette Kress declared that artificial intelligence is "no longer a nice-to-have" but a "necessity for enhancing productivity across all industries," as the company reported record quarterl…
Texas Instruments reported a Q1 demand revival driven by AI data-center spending and traditional end markets, with overall revenue up 19% year-over-year and data-center revenue rising approximately 90…