TSMC raised its 2026 capital budget to as much as $64 billion and pledged an additional $100 billion in U.S. investment, adding to a $165 billion Arizona project, to meet surging AI demand from custom…
STMicroelectronics is ramping its PIC100 silicon photonics platform on 300-mm wafers to address the growing demand for optical interconnects in AI data centers, where copper links are reaching limits …
Nidec Drive Technology is developing specialized gearing systems for humanoid and mobile robots, including FLEXWAVE strain-wave reducers, KINEX cycloidal gearboxes, and high-precision planetary system…
TYL Semi has raised $43 million in seed funding to launch a fabless chiplet business model that de-risks AI infrastructure builders' large chiplet-based designs by handling surrounding chiplets, packa…
New Ideas Industrial Co., Limited, a Shenzhen-based semiconductor distributor founded in 2012, offers full-chain supply chain services for AI computing, high-end storage, industrial UAVs, and new-ener…
GlobalFoundries Vice President Sudipto Bose said at the MIPS 'Physical AI is Agentic AI at the Edge' event in Taipei that the company's portfolio, including silicon photonics, RF-GaN, power GaN, and a…
MSI is leveraging its R&D and manufacturing strengths to capture opportunities in the next wave of AI growth, with a product roadmap centered on on-premises AI and hybrid cloud applications over the n…
At imec's ITF World 2026 conference in Antwerp, the semiconductor industry signaled a shift from transistor scaling to systems-level integration, driven by AI's demands on memory, interconnects, and p…
Apple announced a multiyear, $30 billion deal with Broadcom to produce custom silicon and wireless components, part of Apple's $600 billion U.S. investment plan. The agreement will expand Broadcom's F…
Researchers at Leti Innovation Days 2026 identified energy consumption as the primary constraint on AI hardware scaling, with data movement accounting for about 40% of energy use in large language mod…
As AI shifts from training to inference, optical interconnects are moving closer to chips to address bandwidth, latency, and energy bottlenecks. Imec researchers argue that co-packaged optics will be …
The White House issued an executive order accelerating the timeline for post-quantum cryptography (PQC) implementation, requiring federal contractors to comply with NIST standards by 2030. The order a…
A new white paper argues that AI data center infrastructure strategy has become a board-level issue as rack power densities exceed 200 kW and grid interconnection queues stretch beyond five years. The…
SambaNova completed a $1 billion funding round at an $11 billion valuation led by General Atlantic, and signed JPMorganChase as a customer for its AI inference systems. The company plans to use the fu…
MEMS-based switching technology offers a step change over traditional electromechanical and solid-state relays, combining near-zero resistance with fast switching and durability. These tiny devices re…
Ambarella is using AI agents to abstract its software development kit, enabling independent software vendors to port applications to its hardware in days instead of months. The company has onboarded I…
At the CHIPS NORTH Executive Summit, Canadian AI leaders urged the country to accelerate building sovereign AI infrastructure, including hardware, data centers, and compute access, to convert its rese…
MIPS by GlobalFoundries CEO Sameer Wasson and CTO Yankin Tanurhan discussed the company's acquisition of Synopsys' IP Processor Solutions business and the rise of physical AI in automotive and factory…
Voice interaction is becoming a foundational sensory capability for physical AI, but far-field speech recognition in complex acoustic environments remains a major challenge. Developers need better met…
Kioxia launched a 332-layer NAND flash with 4.8 Gb/s interface speed, leapfrogging rivals Micron, Samsung, and SK Hynix. The Japanese chipmaker targets enterprise and data center SSDs for AI workloads…