Semiconductors Enter Industry-Wide Expansion as 3Q25 Revenue Breaks $200B Barrier

-New research from Omdia shows that the semiconductor market delivered a record breaking performance in 3Q25 with industry revenue reaching $216.3bn, up 14.5% quarter-over-quarter (QoQ). This marks the first time the global semiconductor market has exceeded $200bn in a single quarter, following an already strong 2Q25, which saw 8% QoQ growth. At this pace, the industry is on track to exceed $800...

17 Dec 2025 | Wednesday | NEWS
SK Hynix Reinforces Long-Term Semiconductor Strategy With Expanded Yongin Investment

SK Hynix has reaffirmed its long term commitment to semiconductor manufacturing with an expanded investment plan in the Yongin chip cluster, underlining confidence in the future trajectory of the global semiconductor industry. The move strengthens Yongin’s position as a strategic semiconductor hub, with the expanded footprint expected to support advanced memory production,...

16 Dec 2025 | Tuesday | NEWS
Toppan Advances Semiconductor Packaging And Photomask Strategy

  Toppan has outlined a sharpened semiconductor strategy that places advanced packaging and next generation photomask technologies at the heart of its growth roadmap, aligning the business more closely with accelerating global demand for artificial intelligence driven computing. The company is recalibrating its semiconductor portfolio to address the increasing complexity of chip architectur...

16 Dec 2025 | Tuesday | NEWS
Xsight’s X2 Switch Selected as Networking Core for Starlink V3 Satellites

High-bandwidth, ultra-low-power chip is leveraged for Starlink V3 satellites and future next-generation communication systems. News Highlights: Xsight’s X2 switch enables Starlink V3 satellite Delivers the performance required for rapid data processing, stable telemetry, and real-time operational responsiveness for Starlink X2’s flexible, programmable architecture adapts seam...

15 Dec 2025 | Monday | NEWS
Kioxia Unveils Highly Stackable Oxide-Semiconductor Transistors to Advance 3D DRAM

-Kioxia Corporation, a world leader in memory solutions,  announced the development of highly stackable oxide-semiconductor channel transistors that will enable the practical implementation of high-density, low-power 3D DRAM. This technology was presented at the IEEE International Electron Devices Meeting (IEDM) held in San Francisco, USA, on December 10, and has the potential to reduce pow...

15 Dec 2025 | Monday | NEWS
China Reconsiders Nvidia’s Flagship AI Chips as Push for Domestic Processors Accelerates

China is accelerating efforts to reduce dependence on imported high end artificial intelligence processors, with leading technology companies and research institutions reassessing the use of Nvidia’s H200 chips in favour of locally developed solutions. This transition reflects a wider national push to strengthen technological self reliance, particularly in critical areas...

15 Dec 2025 | Monday | NEWS
BrainChip Secures $25M to Advance Akida Neuromorphic AI Platform and Scale Product Portfolio

-BrainChip Holdings Ltd. (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low-power, fully digital, event-based neuromorphic AI, secured a capital raise of $25 million to fuel the development and commercialization of its neuromorphic AI technology and expansion of its product offerings in chips and modules. BrainChip is expanding its product portfolio t...

12 Dec 2025 | Friday | NEWS
Virtusa Acquires SmartSoC to Accelerate AI-Driven Chip Design Innovation

Strategic acquisition positions Virtusa at the forefront of AI and chip design innovation to meet surging demand for advanced silicon Virtusa Corporation, a global product and platform engineering services company, announced the strategic acquisition of SmartSoC Solutions (SmartSoC), a leader in semiconductor engineering and integrated circuit (IC) design services. This acquisition marks a pivo...

11 Dec 2025 | Thursday | NEWS
Marvell Launches Golden Cable Initiative to Accelerate AEC Innovation for Hyperscaler AI Networks

-Marvell Technology, Inc. , a leader in data infrastructure semiconductor solutions,  introduced its Golden Cable initiative, a strategic program designed to accelerate and broaden the active electrical cable (AEC) ecosystem and enable faster time-to-market for hyperscaler AI deployments. The program delivers a complete offering with industry-leading software, validated reference designs an...

11 Dec 2025 | Thursday | NEWS
Marvell Technology Drives Industry Adoption of Alaska P PCIe Retimers

-Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions,  announced industry adoption of the Marvell®Alaska® P PCIe retimer product line, which scales connections between AI accelerators, GPUs, XPUs, CPUs, SSDs, CXL devices and other components inside advanced data center systems. Marvell PCIe retimers enable low-power, high-speed and low-latency connectiv...

10 Dec 2025 | Wednesday | NEWS
SoftBank Arm To Establish Chip Design Training Centre In South Korea

Arm Holdings, the global chip design powerhouse owned by SoftBank Group, has announced plans to establish a dedicated chip design training facility in South Korea under an agreement with the country national industry ministry. The new centre will focus on developing advanced semiconductor design capabilities by training around 1400 specialist engineers. The initiative is aligned wit...

9 Dec 2025 | Tuesday | NEWS
TSMC Lifts Full Year Revenue Forecast As Global AI Spending Accelerates

Taiwan Semiconductor Manufacturing Company, the world’s largest advanced semiconductor foundry, has revised its full year revenue outlook upwards, citing sustained momentum in artificial intelligence driven investments across the global technology landscape. The company highlighted robust demand for high performance computing, advanced logic chips and AI centric workloads as the primary d...

9 Dec 2025 | Tuesday | NEWS
Cognite Opens New Global Headquarters in Tempe Arizona Marking Major Expansion in North America

Cognite, the global leader in Industrial AI,  announced the official grand opening of its new global headquarters in Tempe, Arizona. The relocation from Oslo, Norway marks a milestone in the company's growth strategy and underscores its commitment to the North American market. "Establishing our global headquarters in Arizona represents an exciting new chapter for Cognite as this positions ...

5 Dec 2025 | Friday | NEWS
Wizerr AI Launches Agentic BOM Engine Powered by Its Patent-Pending Component Intelligence Engine ELX

Wizerr AI today introduced the Agentic BOM Engine, powered by Wizerr’s patent-pending component intelligence engine (ELX). ELX reads and interprets complex component datasheets with engineer-level precision and scales that capability to millions of components, turning unstructured documents into AI-transformed, reasoning-ready data for multi-agent workflows across the electronics manufactu...

5 Dec 2025 | Friday | NEWS
Alpha and Omega Semiconductor Launches AOLV66935 High-SOA 100V MOSFET for 48V Hot-Swap in Next-Generation AI Servers

-Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide band gap power devices, power management ICs, and modules, today announced its AOLV66935 a 100V High Safe Operating Area (SOA) MOSFET in an LFPAK 8x8 package. AOS’ latest MOSFET is designed as an ideal solution for 48V Hot Swap architectur...

4 Dec 2025 | Thursday | NEWS
Marvell Technology to Acquire Celestial AI in $3.25 Billion Deal to Accelerate Optical Scale-Up Connectivity for Next-Generation AI Data Centers

Celestial AI’s breakthrough Photonic FabricTM technology platform enables optical I/O for package, system and rack-level connectivity for the next-generation of data center infrastructure Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions,  announced it has entered into a definitive agreement to acquire Celestial AI, a pioneer of a disruptive ...

4 Dec 2025 | Thursday | NEWS
Kioxia, Tsubakimoto Chain and EAGLYS Partner on AI-Driven Image Recognition System for Next-Gen Logistics Automation

-Kioxia America, Inc. announced a collaboration between Kioxia Corporation, Tsubakimoto Chain Co. (Tsubakimoto Chain) and EAGLYS Inc. (EAGLYS) to develop AI-driven image recognition technology that automatically identifies products moving through logistics workflows. This system supports advanced automation and efficiency in logistics, enabling organizations to respond quickly to changing...

3 Dec 2025 | Wednesday | NEWS
Samsung Electronics and SK Hynix Poised for Growth as AI Boom Drives Demand for Advanced Memory Technologies

Samsung Electronics and SK Hynix, the world’s leading memory chip manufacturers, are set to benefit from a significant surge in global demand for high-bandwidth memory (HBM), driven by the rapid expansion of artificial intelligence workloads and Google’s latest deployment of its advanced Tensor Processing Units (TPUs). As hyperscalers and cloud service providers scale up infrastruct...

2 Dec 2025 | Tuesday | NEWS
TSMC Flags Severe Capacity Gap as AI Workloads Outpace Advanced-Node Supply

Taiwan Semiconductor Manufacturing Company (TWSE: 2330, NYSE: TSM), the world’s leading semiconductor foundry, cautioned that its production capacity at advanced process nodes remains significantly below what is required to support the rapid acceleration of global artificial intelligence (AI) workloads. Speaking at a recent industry briefing, TSMC’s Chief Executive Officer stated th...

1 Dec 2025 | Monday | NEWS
Micron to Invest $9.6 Billion in New AI Memory Chip Plant in Japan

Micron Technology, Inc., a global leader in memory and storage solutions, today announced plans to invest $9.6 billion in the construction of a new advanced semiconductor fabrication facility in Hiroshima, Japan. The new plant will focus on producing next-generation high-bandwidth memory (HBM) chips designed to power the world’s rapidly expanding artificial intelligence (AI) and high-perfo...

1 Dec 2025 | Monday | NEWS