• Wednesday | 23 September 2026
AI Financing Drives Hedge Fund Positioning Shifts Across Semiconductor Stocks

AI remained a key theme for global hedge funds in August, as the financing of the AI infrastructure buildout increasingly shifted from equity toward debt-financed structures. As AI-related corporate debt issuance accelerated, companies relying more heavily on external financing for AI investment showed early signs of greater sensitivity than those funding growth through internal cash generation, a...

18 Sep 2026 | Friday | NEWS
Northwestern Mutual Invests $31.34 Million in Semtech as AI and Data Centre Demand Grows

Northwestern Mutual Wealth Management Co. has established a new position in Semtech Corporation, purchasing 193,626 shares of the semiconductor company during the second quarter. The investment was valued at approximately $31.34 million, giving the investment firm a 0.21% stake in Semtech at the end of the reporting period. The move comes as several institutional investors have increased their ex...

25 Aug 2026 | Tuesday | NEWS
Hanmi Semiconductor Invests $94 Million in New Incheon Plant to Expand HBM and AI Chip Equipment Capacity

South Korean semiconductor equipment maker Hanmi Semiconductor is investing approximately KRW 130 billion (around US$94 million) to establish its eighth production facility in Incheon, marking the largest manufacturing investment in the company’s history. The expansion comes as demand for equipment used in artificial intelligence (AI) semiconductor and high-bandwidth memory (HBM) production ...

21 Aug 2026 | Friday | NEWS
Lam Research to Invest More Than $3 Billion to Expand Global Semiconductor R&D Network

Lam Research is planning to invest more than $3 billion over the next five years to expand its global research and development (R&D) laboratory network, as the semiconductor industry faces growing pressure to accelerate innovation for artificial intelligence (AI) applications. The semiconductor manufacturing equipment supplier said the multi-site expansion is expected to increase its experime...

17 Aug 2026 | Monday | NEWS
Lattice Semiconductor Targets AI Growth Through Low-Power Programmable Silicon

Lattice Semiconductor is attracting increased market attention as the rapid expansion of artificial intelligence infrastructure creates opportunities across a wider range of semiconductor suppliers. The company’s focus on low-power, programmable devices gives it exposure to applications that extend beyond the high-performance processors typically associated with the AI boom. The company, wh...

14 Aug 2026 | Friday | NEWS
TSMC and Sony Consider $6.3 Billion Japan Image Sensor Plant for AI, Robotics and Automotive

Taiwan Semiconductor Manufacturing Co (TSMC) and Sony Group are considering a combined investment of about ¥1 trillion (US$6.3 billion) to develop an image sensor manufacturing facility in Japan, as demand for sensing technologies grows across artificial intelligence (AI), automotive and robotics applications. The proposed investment would support a planned facility in Kumamoto Prefecture in ...

12 Aug 2026 | Wednesday | NEWS
Samsung and SK hynix Drive $38.4 Billion South Korean Semiconductor Investment Boom

Samsung Electronics and SK Hynix are accelerating investments in semiconductor manufacturing capacity in South Korea, with more than 54 trillion won (approximately US$38.4 billion) committed to expanding memory production. The spending is also generating new opportunities for South Korean semiconductor equipment and materials suppliers as manufacturers increase investment across front-end, back-en...

11 Aug 2026 | Tuesday | NEWS
Discovered Materials Raises $9M to Accelerate AI-Driven Materials Discovery for Semiconductor Chips

Discovered Materials, a company building AI agents that discover and accelerate the adoption of new materials for semiconductor chips, announces a $9M seed round. They also released hundreds of new materials discovered by frontier AI models, along with the Material Discovery Bench - the first benchmark for agentic materials discovery on real-world semiconductor chip problems. The round ...

11 Aug 2026 | Tuesday | NEWS
Elio Raises $21 Million to Develop AI-Native Optical Sensors for Semiconductors, Robotics, and Defense

Elio, a company building sensors designed for artificial intelligence rather than the human eye, announced a $21 million funding round led by Innovation Endeavours and Xora, with participation from Kevin Weil and Scribble VC. Existing investors UpWest and Resolute Ventures, who led the company's previous round, are continuing their support. Sensors capture one f...

27 Jul 2026 | Monday | NEWS
Infinity AI Raises US$15 Million to Accelerate AI Inference Software for Next-Generation Semiconductor Chips

Infinity.inc (Infinity Artificial Intelligence Institute), an early-stage AI infrastructure research company building the software layer that makes any AI chip inference-ready, announced it has raised $15 million in seed funding at a $100 million post-money valuation. The round included significant participation from Touring Capital, along with Principal VC, executives at major chip...

21 Jul 2026 | Tuesday | NEWS
Hedge Funds Increase Semiconductor Exposure as AI Investment Momentum Drives Market Positioning, Says Hazeltree

The first half of 2026 was defined by a tale of two stories. An AI-infrastructure investment cycle kept broadening and intensifying as positioning in AI-linked technology and hardware names grew steadily more crowded and consensus-driven from January through June, while markets had to absorb a serious geopolitical shock with an escalating Middle East conflict disrupting the transit of oil and push...

16 Jul 2026 | Thursday | NEWS
Thermal Interface Materials Market to Reach USD 6.2 Billion by 2036 as AI and Semiconductor Demand Accelerates

The global market for thermal interface materials (TIMs) is forecast to grow from USD 3.8 billion in 2026 to USD 6.2 billion by 2036, representing a compound annual growth rate (CAGR) of 5.1%, according to a recent market study by Future Market Insights. The report attributes the market's expansion to rising demand for advanced thermal management technologies across the electronics, semiconductor...

16 Jul 2026 | Thursday | NEWS
Solstice to Acquire Element Solutions in $14.5 Billion Deal to Expand AI, Semiconductor and Electronics Materials Business

Solstice Advanced Materials (Nasdaq: SOLS) ("Solstice" or the "Company") and Element Solutions (NYSE: ESI) ("Element") announced that they have entered into a definitive agreement for Solstice to acquire Element in a cash-and-stock transaction valued at approximately $14.5 billion, including the assumption of net debt. The transaction represents a significant acceleration of So...

7 Jul 2026 | Tuesday | NEWS
T-REX and Roundhill Partner to Launch First Leveraged ETF Targeting AI-Driven Memory Semiconductor Market

T-REX, a joint venture between REX Shares (“REX”) and Tuttle Capital Management ("TCM"), announced a collaboration with Roundhill Investments to launch the Roundhill T-REX 2X Long DRAM Daily Target ETF (RAM), the first-ever 2X long ETF tied to the Roundhill Memory ETF (Ticker: DRAM). DRAM has become the most successful ETF launch in history, reaching over $20 billion in AUM since its l...

25 Jun 2026 | Thursday | NEWS
Global Semiconductor Market to Surpass USD 1 Trillion by 2031, Driven by AI, EVs and Advanced Packaging

Mordor Intelligence has published its latest analysis of the semiconductor industry, highlighting sustained expansion driven by artificial intelligence infrastructure, electric vehicle adoption, advanced packaging technologies, and increasing investments in domestic chip manufacturing ecosystems.  According to the industry analysis, the semiconductor industry size stood at USD...

19 Jun 2026 | Friday | NEWS
Data Centre IT Semiconductor Revenue Surges 116% as AI Infrastructure and Memory Demand Accelerate

According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data centre industries, the worldwide revenue for Data Centre IT Semiconductors and Components for servers and storage systems increased 116 per cent year-over-year in 1Q 2026, propelled by ongoing AI Infrastructure expansion and rising memory ...

18 Jun 2026 | Thursday | NEWS
SEMIFIVE Posts Record Q1 Revenue as Global AI ASIC Demand Accelerates

SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, announced record-breaking revenue and new orders for the first quarter of this year, marking the beginning of an accelerated growth phase. According to the regulatory filing released on May 15, SEMIFIVE recorded consolidated revenue of KRW 47.9 billion and new orders of KRW 55.4 billion for Q1 2026. Revenue increased...

18 May 2026 | Monday | NEWS
ChipMOS TECHNOLOGIES INC. Reports Strong Q1 Growth on AI-Driven Memory Demand

ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry-leading provider of outsourced semiconductor assembly and test services ("OSAT"), reported its unaudited consolidated revenue for March 2026 and for the first quarter ended March 31, 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32...

13 Apr 2026 | Monday | NEWS
Semiconductor Foundry Market to Hit $266 Billion by 2031 on AI and EV Demand

According to the latest report by Mordor Intelligence, the semiconductor foundry market is set for robust growth over the coming years. The market is projected to reach USD 184.78 billion in 2026, rising from USD 171.72 billion in 2025, and is expected to expand further to USD 266.56 billion by 2031, reflecting a compound annual growth rate (CAGR) of 7.61% between 2026 and 2031. Thi...

10 Apr 2026 | Friday | NEWS
Data Centre Chip Market Set to Reach $687bn by 2032

According to MarketsandMarkets™, the Data Centre Chip Market is expected to reach USD 687.65 billion by 2032 from USD 283.16 billion in 2026, registering a CAGR of 15.9% during the forecast period. Browse 170 market data Tables and 70 Figures spread through 280 Pages and an in-depth TOC on 'Data Centre Chip Market - Global Forecast to 2032' Data Centre Chip Market Size ...

7 Apr 2026 | Tuesday | NEWS

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