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techmeme

Huawei plans to launch the Ascend 960DT AI chip in Q1 2027 and the 960PR in Q3 2027, and says its UnifiedBus tech is key to its next-generation large AI systems (Reuters)

industry

about 12 hours ago▲ 24

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rss

Building the materials foundation for AI

mit-technology-reviewresearchArtificial intelligence

1 day ago▲ 44

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techmeme

Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund (Bloomberg)

industry

6 days ago▲ 24

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techmeme

Analog Devices agrees to buy privately held Alif Semiconductor, which makes low-power AI processors, for $1.35B in cash, with contingent payments up to $200M (Anhata Rooprai/Reuters)

industry

8 days ago▲ 24

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rss

Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time

techcrunchindustrySpace

8 days ago▲ 44

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techmeme

Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks (Bloomberg)

industry

9 days ago▲ 24

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techmeme

Belgian prosecutors say they arrested a Belgian-Chinese man in May on suspicion of stealing secrets from bankrupt gallium nitride semiconductor maker Belgan (Andy Bounds/Financial Times)

industry

10 days ago▲ 24

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techmeme

South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country's goods exports, according to officials (Lim Hui Jie/CNBC)

industry

15 days ago▲ 24

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techmeme

Broadcom reports Q3 revenue up 86% YoY to $29.59B, vs. $29.36B est., AI semiconductor revenue up 221% to $16.7B, and forecasts Q4 revenue below estimates (Jordan Novet/CNBC)

industry

15 days ago▲ 24

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arxiv

A systematic Approach to constructing a Chance-and-Risk Matrix for Semiconductor Supply Chains

arxivcs.CLpublisher:arxiv

16 days ago▲ 43

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techmeme

Huawei reports H1 2026 revenue up 10% YoY to ~$69.57B, with net income down 36% to $3.54B; it is now the top smartphone brand in China with a 20%+ market share (Bloomberg)

industry

17 days ago▲ 24

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techmeme

Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico)

industry

21 days ago▲ 24

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techmeme

Navitas Semiconductor agrees to buy Claros, which develops data center power management hardware and software, for ~$232.8M; Claros raised a $30M seed in March (Nate Doughty/Washington ...)

industry

22 days ago▲ 24

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techmeme

Semiconductor cram schools are flourishing in Seoul as applications to Samsung and SK Hynix surge, fuelled by record earnings and eye-catching worker bonuses (Financial Times)

industry

26 days ago▲ 24

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News matches

Huawei plans to launch the Ascend 960DT AI chip in Q1 2027 and the 960PR in Q3 2027, and says its UnifiedBus tech is key to its next-generation large AI systems (Reuters)

Building the materials foundation for AI

Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund (Bloomberg)

Analog Devices agrees to buy privately held Alif Semiconductor, which makes low-power AI processors, for $1.35B in cash, with contingent payments up to $200M (Anhata Rooprai/Reuters)

Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time

Samsung and TSMC commit to using ASML&apos;s High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks (Bloomberg)

Belgian prosecutors say they arrested a Belgian-Chinese man in May on suspicion of stealing secrets from bankrupt gallium nitride semiconductor maker Belgan (Andy Bounds/Financial Times)

South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country&apos;s goods exports, according to officials (Lim Hui Jie/CNBC)

Broadcom reports Q3 revenue up 86% YoY to $29.59B, vs. $29.36B est., AI semiconductor revenue up 221% to $16.7B, and forecasts Q4 revenue below estimates (Jordan Novet/CNBC)

A systematic Approach to constructing a Chance-and-Risk Matrix for Semiconductor Supply Chains

Huawei reports H1 2026 revenue up 10% YoY to ~$69.57B, with net income down 36% to $3.54B; it is now the top smartphone brand in China with a 20%+ market share (Bloomberg)

Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico)

Navitas Semiconductor agrees to buy Claros, which develops data center power management hardware and software, for ~$232.8M; Claros raised a $30M seed in March (Nate Doughty/Washington ...)

Semiconductor cram schools are flourishing in Seoul as applications to Samsung and SK Hynix surge, fuelled by record earnings and eye-catching worker bonuses (Financial Times)

Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks (Bloomberg)

South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country's goods exports, according to officials (Lim Hui Jie/CNBC)