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
SurplusGLOBAL Marks Topping-Out of SemiMarket Parts Mall, Setting New Benchmark for Legacy Semiconductor Infrastructure

SurplusGLOBAL (CEO: Bruce Kim) announced that it has successfully held a topping-out ceremony for Building B of its Yongin Namsa Cluster, marking a symbolic milestone in the construction of what will become the world's largest offline mall and storage facility dedicated to legacy semiconductor equipment and parts, the SemiMarket Parts Mall. Rooted in a traditional Korean practice of raising the ma...

26 Nov 2025 | Wednesday | NEWS
NextVision Achieves Record Q3 Results and Strengthens Global Position With Expanded Customer Base and $414M Capital Raise

NextVision Stabilized Systems Ltd. (TASE: NXSN), a leading global provider of stabilized day- and night-vision imaging solutions for aerial and ground platforms such as micro and mini UAVs and drones, announced its financial results for the third quarter ended September 30, 2025, reflecting continued strong growth and record performance. Financial Highlights (US Dollars) Revenue: $47.2 ...

25 Nov 2025 | Tuesday | Company results
Smartkem and JEV Advance Talks on Semiconductor–Energy Merger to Power Future AI Data Centers

Proposed all-stock transaction aims to align JEV's scalable energy platform with Smartkem's semiconductor innovations to power next generation AI data centers Smartkem, Inc. (Nasdaq: SMTK), ("Smartkem"), a company developing a new class of organic semiconductor technology, announced that it has agreed to a 60-day extension of its non-binding Letter of Intent ("LOI") for a proposed all-stock bus...

24 Nov 2025 | Monday | NEWS
Lam Research Celebrates $65M Semiconductor Expansion in Oregon’s Silicon Forest with New Tualatin R&D Facility

In a ribbon-cutting event  at its campus in Tualatin, OR, Lam Research Corp. (NASDAQ: LRCX) commemorated the opening of its new, $65 million office building, joined by Oregon State Senate President Robert Wagner, representatives from the offices of Oregon Governor Tina Kotek and Oregon Congresswoman Andrea Salinas, and other distinguished local government, community, business, philanth...

24 Nov 2025 | Monday | NEWS
Sophrosyne Technologies Raises $2 Million Seed Round to Accelerate Health Focused Semiconductor Innovation

Semiconductor Startup Sophrosyne Technologies Raises $2Mn in Seed round from Bluehill.VC Bangalore based Sophrosyne Technologies is a deep-tech Indian startup pioneering advanced System-on-Chip (SoC) solutions for medical and healthcare applications. Leveraging cutting-edge advancements in high-precision analog circuit design, Sophrosyne is developing ultra-low power, high-precision arch...

21 Nov 2025 | Friday | NEWS
iDEAL Semiconductor Unveils SuperQ™ MOSFET with Industry-Leading Short-Circuit Robustness for 72V+ Battery Systems

New 150V/2.5mΩ device delivers industry-leading short-circuit robustness and enables up to 50% component reduction in 72V+ battery management systems  iDEAL Semiconductor, a leader in high-performance power silicon,  announced the availability of its SuperQ™ MOSFET technology, purpose-built to solve the critical safety and efficiency trade-off in high-voltage (72V and higher...

21 Nov 2025 | Friday | NEWS
CEO Aldo Kamper Drives ams OSRAM to a Strong Third Quarter as Revenue, Profitability and Cash Flow All Improve

Q3/25: revenues EUR 853 m / 19.5 % adj. EBITDA margin (including a positive one-off), above / at the midpoint of guidance Q3/25: realized run-rate savings of approx. EUR 185 m from ‘Re-establish the Base’ (RtB) program Q3/25: FCF (incl. net interest paid) at EUR 43 m Q4/25: revenue EUR 790 m – 890 m, 17.5 % +/-1.5 % adj. EBITDA, at EUR/USD 1.16 expected FY25: FCF outlook ...

20 Nov 2025 | Thursday | Company results
Beneq Launches Transmute to Bring Atomic Layer Deposition to True High Volume Semiconductor Manufacturing

New platform delivers ALD film quality at production throughput for Wide Bandgap and other specialty device manufacturing Beneq, a global leader in Atomic Layer Deposition (ALD) equipment and solutions, announced Beneq Transmute™, a next-generation ALD platform designed for high-volume semiconductor manufacturing. Engineered for high volume production of Wide Bandgap (WBG) power electronics...

20 Nov 2025 | Thursday | NEWS
Rimini Street Selected by Silicon Labs To Maximise SAP ECC Value and Accelerate Modernisation

-Rimini Street, Inc. (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services and Agentic AI ERP innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, announced Silicon Labs has selected Rimini Street as its strategic partner to maximize the value of its SAP ECC 6.0 investment. This collaboration provides the ...

19 Nov 2025 | Wednesday | NEWS
Tescan Strengthens Semiconductor Workflows with the New FemtoChisel Femtosecond Laser Platform

Tescan expands its semiconductor portfolio with FemtoChisel, a next-generation femtosecond laser platform designed to enhance semiconductor sample preparation workflows with exceptional speed, precision, reproducibility, and quality. Tescan FemtoChisel: Femtosecond processing, faster sample preparation. FemtoChisel was developed specifically for semiconductor research and failure analysis ...

17 Nov 2025 | Monday | NEWS
yieldWerx and iTest Form Strategic Collaboration to Deliver Integrated Test Data Intelligence

yieldWerx, a leading provider of end-to-end semiconductor test data and yield analytics, announced a strategic collaboration with iTest, a premier independent IC testing laboratory based in Silicon Valley. This partnership integrates yieldWerx's enterprise-grade analytics platform directly into iTest's production environment, enabling customers to access advanced data visualization, AI-powe...

17 Nov 2025 | Monday | NEWS
Shin-Etsu Chemical’s 300-mm QST™ Substrate Enables IMEC to Achieve World-Record 800V GaN HEMT Breakdown Voltage

The QSTTM substrate*1, a 300-mm GaN growth substrate that Shin-Etsu Chemical Co., Ltd. (Head Office: Tokyo; President: Yasuhiko Saitoh; hereinafter, “Shin-Etsu Chemical”) developed, has been adopted for the 300-mm GaN power device development program at IMEC*2, where sample evaluation is in progress. In the evaluation, the 5 µm-thick HEMT*3 device using a QSTTM substrate achiev...

17 Nov 2025 | Monday | NEWS
Alpha and Omega Semiconductor Approves $30 Million Share Repurchase Program

Alpha and Omega Semiconductor Limited announced that its Board of Directors has approved a new share repurchase program under which the Company is authorized to repurchase up to $30 million of the Company’s outstanding common shares from time to time. “This new share repurchase program reflects the Board and management team’s confidence in the AOS’s business strategy, fina...

17 Nov 2025 | Monday | NEWS
FMC Secures €100 Million to Redefine Memory Chip Performance and Energy Efficiency

Oversubscribed financing round consisting of €77 million in Series C equity capital, led by HV Capital and DTCF, and €23 million in public funding, marking one of the largest capital rounds in the European semiconductor sector Fresh capital accelerates the commercialization of FMC DRAM+ and 3D CACHE+ memory chips to enable the global ramp-up of AI data centers and AI edge applications...

14 Nov 2025 | Friday | NEWS