AI Boom Powers Three-Year Surge in Semiconductor Equipment Spending Through 2027

Growth Supported by Leading-edge Logic, Memory and Advanced Packaging Applications from 2025 through 2027 Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of $133 billion in 2025, growing 13.7% year-on-year, SEMI announced today in its Year-End Total Semiconductor Equipment Forecast – OEM Perspective...

17 Dec 2025 | Wednesday | NEWS
Quantum Computing Inc. to Acquire Luminar Semiconductor Unit for $110M in Cash

Luminar Technologies, Inc. a leading global technology company, announced that it has entered into an agreement with Quantum Computing Inc. (“QCi”) pursuant to which QCi will acquire Luminar Semiconductor, Inc. (“LSI”), a wholly owned subsidiary of Luminar, in an all-cash transaction valued at $110 million. QCi is an integrated photonics and quantum optics technology com...

17 Dec 2025 | Wednesday | NEWS
India Broadens Chip Incentives, Targeting Compound Semiconductors and Advanced Packaging Capabilities

Government of India has approved an expanded set of incentives aimed at accelerating domestic manufacturing of compound semiconductors and advanced packaging, marking a significant step in building strategic depth across critical technology supply chains. The enhanced support framework is designed to attract investment into high value segments such as compound semiconductors, wh...

16 Dec 2025 | Tuesday | 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
Taiwan Strengthens Semiconductor Leadership While Opening Doors to Global Capital

  Taiwan is reinforcing its position at the centre of the global semiconductor industry, combining deep rooted technological expertise with a renewed openness to foreign investment as demand for advanced chips continues to accelerate worldwide. The island’s semiconductor ecosystem is entering a new phase of expansion, marked by sustained capital inflows, capacity upgra...

16 Dec 2025 | Tuesday | NEWS
SEMIFIVE Secures Multiple AI Chip Design Wins in Japan, Establishes Tokyo Subsidiary

  - Demonstrates end-to-end expertise in high-performance custom chip design for AI and HPC- Establishes a subsidiary in Japan to strengthen global reach SEMIFIVE, a global leader in custom AI semiconductor (ASIC) design preparing for its KOSDAQ listing, announced that it has secured multiple AI semiconductor design projects in Japan and recently established its subsidiary in Tokyo, Japan. ...

15 Dec 2025 | Monday | NEWS
Nordic Semiconductor Launches nRF9151 SMA Development Kit for Next-Gen Cellular IoT and Satellite Connectivity

Nordic Semiconductor, a global leader in low-power wireless connectivity solutions, announces the launch of the nRF9151 SMA Development Kit (DK), a specialized DK for RF engineers developing cellular IoT, DECT NR+, and Non-Terrestrial Network (NTN) applications. Alongside the hardware release, Nordic has launched new modem firmware that adds NTN (satellite) support to the nRF9151 module – ...

12 Dec 2025 | Friday | NEWS
Dai Nippon Printing unveils 10nm NIL template for 1.4nm generation logic semiconductors

-Dai Nippon Printing Co., Ltd. announced the development of a nanoimprint lithography (NIL) template featuring a circuit line width of 10 nanometers (nm: 10-9 meter). The new template enables patterning for logic semiconductors equivalent to the 1.4nm generation and meets the miniaturization needs of cutting-edge logic semiconductors. Background and Aims In line with the shift to more sophisti...

10 Dec 2025 | Wednesday | NEWS
Toshiba adds 40V TCKE6 series eFuse ICs with advanced protection features

-Toshiba Electronic Devices & Storage Corporation (”Toshiba”) has added the 40V "TCKE6 series" products to its range of electronic fuses (eFuse ICs) that support multiple functions required for power line circuit protection. The five new products joining the lineup are “TCKE601RA,” “TCKE601RL,” “TCKE602RM,” “TCKE603RA,” and “T...

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
Lattice Semiconductor Announces $250 Million Share Repurchase Authorization

-Lattice Semiconductor Corporation (Nasdaq: LSCC), the low power programmable leader, announced that its Board of Directors authorized the Company to repurchase up to $250 million of its outstanding common stock. Lorenzo Flores, Chief Financial Officer, said, “Our strong financial position allows us to return capital to shareholders while continuing to make investments to strengthen our m...

8 Dec 2025 | Monday | Reports
Cyient Semiconductors Qualified for Key Technology IP Contract in SCL’s ₹4,500-Crore Modernization Program

Company Set to Play a Key Role in Strengthening India's Custom Silicon Capabilities  Cyient Semiconductors, a leader in custom ASIC turnkey and intelligent power solutions, announced that it has been qualified for a pivotal contract for the supply and qualification of technology IPs, including design enablement, for the ₹4,500-crore modernization initiative at the Semi-Conductor Laborato...

8 Dec 2025 | Monday | NEWS
Merck Opens Semiconductor Solutions Mega Site in Kaohsiung as New Phase of Global Growth Begins

Merck has opened its new Semiconductor Solutions Mega Site in Kaohsiung, Taiwan, marking a significant expansion of its global electronics footprint and a major boost to the resilience of critical semiconductor supply chains. The first phase of the site, covering one hundred and fifty thousand square metres, is now fully operational and ready to support the fast growing demand for advanced semic...

2 Dec 2025 | Tuesday | NEWS
South Korea’s Chip Industry Faces Mounting Supply-Chain Carbon Risks Under Stricter Global Climate Rules

Expanding global carbon regulations and Carbon Border Adjustment Mechanism (CBAM) exposure could increase costs and vulnerabilities for the semiconductor and Artificial Intelligence (AI) sectors  Expanding global carbon regulations and stricter reporting requirements that include indirect greenhouse gas (GHG) emissions, such as Scope 2 and 3, could substantially in...

2 Dec 2025 | Tuesday | Reports
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
Fujifilm Completes New Building to Boost Its Semiconductor Materials Business

Fujifilm has announced the completion of a new state-of-the-art building at its Shizuoka site in Japan, marking a significant expansion of its semiconductor materials operations. The facility is designed to strengthen the company’s research, development and quality-evaluation capabilities as global demand for sophisticated chipmaking materials continues to rise. Situated within the Fujifi...

28 Nov 2025 | Friday | NEWS
Thermo Fisher’s Helios MX1 Brings True 3D Insight Into the Fab as Semiconductor Complexity Surges

As the semiconductor world marches into an era of extreme integration, vertically stacked designs, and unforgiving process windows, structural visibility has become nothing short of a competitive advantage. Traditional lab-bound 3D metrology, with its wafer-breaking rituals and slow feedback cycles, can no longer keep pace with the demands of high-volume manufacturing. Speaking to Se...

28 Nov 2025 | Friday | Interview
Semtech Delivers Record Q3 Net Sales as CEO Hong Hou Highlights Strong Customer Momentum and Ultra-Efficient Technology Leadership

Record net sales of $267.0 million, representing 13% year-over-year growth GAAP gross margin of 51.9%, up from 51.1% a year ago and Non-GAAP adjusted gross margin of 53.0%, up from 52.4% a year ago GAAP operating margin of 11.6% compared to 7.5% a year ago and Non-GAAP adjusted operating margin of 20.6% compared to 18.3% a year ago GAAP diluted loss per share of $0.03 compared to a diluted ...

26 Nov 2025 | Wednesday | Company results
Analog Devices Reports Robust FY2025 Results as CEO Vincent Roche Highlights Broad-Based Growth Momentum

Fourth quarter revenue of $3.08 billion, with year-over-year growth across all end markets, led by Communications and Industrial Fiscal 2025 revenue of $11.0 billion, up 17% versus 2024 Fiscal 2025 operating cash flow of $4.8 billion and free cash flow of $4.3 billion or 44% and 39% of revenue, respectively Returned 96% of free cash flow to shareholders in fiscal 2025, including $2.2 billion ...

26 Nov 2025 | Wednesday | Company results