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Home - Semiconductors
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  • ASML’s warning for Europe – sovereignty has to move up the AI stack

    by James Blackman June 11, 2026
    by James Blackman June 11, 2026

    Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI …

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  • Marvell expands AI interconnect portfolio with $540m XConn deal

    by James Blackman January 7, 2026
    by James Blackman January 7, 2026

    Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. …

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  • NXP makes Industry 4.0 edge power-play with Port GmbH acquisition

    by James Blackman August 5, 2025
    by James Blackman August 5, 2025

    NXP has acquired Port GmbH to integrate industrial protocol software into its processors – as the Dutch firm seeks to assert control over the most critical point in the industrial …

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  • Synopsys closes on $35B Ansys acquisition

    by Kelly Hill July 17, 2025
    by Kelly Hill July 17, 2025

    The $35 billion Ansys acquisition is complete, readying Synopsys to offer more holistic and integrated silicon engineering solutions Synopsys has successfully closed on its $35 billion Ansys acquisition, just days …

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  • Synopsys suspends China sales; Ansys merger gets FTC nod

    by Kelly Hill June 2, 2025
    by Kelly Hill June 2, 2025

    Synopys and Ansys’ merger will go forward on the condition that some assets are divested to Keysight Technologies Semiconductor design company Synopsys is facing headwinds, as new trade restrictions from …

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  • Nvidia powers through China setback with record Q1 FY2026

    by Catherine Sbeglia Nin May 29, 2025
    by Catherine Sbeglia Nin May 29, 2025

    U.S. export controls cost Nvidia billions, but a pivot to sovereign AI and surging infrastructure demand helped deliver a $44.1B quarter Nvidia reported a record-breaking fiscal first quarter of 2026 …

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  • AI, Wi-Fi, smartphones, tariffs: Four takeaways from MediaTek’s Q1

    by Catherine Sbeglia Nin May 5, 2025
    by Catherine Sbeglia Nin May 5, 2025

    MediaTek reported consolidated revenue of approximately $4.7 billion USD, an increase of 11.1% from the previous quarter MediaTek reported its Q1 2025 earnings on April 30 — Here are some of …

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  • Qualcomm accuses Arm of shifting to anti-competitive business model

    by Catherine Sbeglia Nin March 26, 2025
    by Catherine Sbeglia Nin March 26, 2025

    Qualcomm is calling out Arm for what it sees as a major shift in strategy Qualcomm has filed complaints with the U.S. Federal Trade Commission, the European Commission and the …

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  • Qualcomm combines with STMicro on wireless IoT; completes Sequans deal

    by James Blackman October 1, 2024
    by James Blackman October 1, 2024

    Qualcomm Technologies is to integrate its Wi-Fi/Bluetooth/Thread combo system-on-a-chip (SoC), which features on-board compute processing for low-power AI workloads on industrial IoT applications, into STMicroelectronics’ STM32 family of microcontrollers (MCUs). …

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  • TI to get up to $1.6 billion in CHIPS Act funds

    by Kelly Hill August 16, 2024
    by Kelly Hill August 16, 2024

    Direct CHIPS funding would be in addition to $6-$8 billion in tax credit Texas Instruments has signed a preliminary agreement with the U.S. Department of Commerce to receive up to …

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  • $1.6 billion in CHIPS funding set to support advanced chip packaging

    by Kelly Hill July 10, 2024
    by Kelly Hill July 10, 2024

    The federal CHIPS for America program has released info about a new funding round of up to $1.6 billion, focused on bolstering advanced semiconductor packaging manufacturing in the United States. …

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  • US government announces $285 million for digital twins funding

    by Catherine Sbeglia Nin May 7, 2024
    by Catherine Sbeglia Nin May 7, 2024

    The funding is part of the $280 billion CHIPS and Science Act, which was passed in 2022 The U.S. Biden-Harris administration is seeking proposals from eligible applicants for the development, validation …

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  • Chinese operators ordered to replace foreign chips by 2027

    by Catherine Sbeglia Nin April 15, 2024
    by Catherine Sbeglia Nin April 15, 2024

    The order has dealt a blow to U.S. semiconductor firms Intel and AMD According to reports from The Wall Street Journal, China’s Ministry of Industry and Information Technology have told …

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  • Intel intros Gaudi 3 AI chip, claims superiority over NVIDIA

    by Catherine Sbeglia Nin April 10, 2024
    by Catherine Sbeglia Nin April 10, 2024

    Intel says that the Gaudi 3 AI accelerator will deliver better performance than NVIDIA’s H100 — at a fraction of the cost At Intel Vision 2024, the company detailed its …

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  • Biden admin announces $1.5B to support chip manufacturing

    by Kelly Hill February 20, 2024
    by Kelly Hill February 20, 2024

    Projects in Vermont and New York include factory refurbishment The Biden administration has announced $1.5 billion in potential funding to support multiple semiconductor manufacturing projects in New York and Vermont. …

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  • NXP intros new low-power MCUs for smart edge apps in industrial IoT

    by James Blackman February 1, 2024
    by James Blackman February 1, 2024

    Chip design company NXP Semiconductors has released two new lines of low-cost and low-power microcontroller units (MCUs) to support intelligent edge applications in industrial and industrial IoT gadgetry, plus in …

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  • Broadcom plans to cut nearly 1,300 VMware jobs

    by Catherine Sbeglia Nin December 4, 2023
    by Catherine Sbeglia Nin December 4, 2023

    Broadcom will reportedly cut 1,267 employees at VMware’s Palo Alto office Broadcom will reportedly cut employees at VMware’s Palo Alto office, following the completion of the $61 billion acquisition of …

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  • Anthropic to use Google chips for its large language model

    by Catherine Sbeglia Nin November 9, 2023
    by Catherine Sbeglia Nin November 9, 2023

    Google recently invested $2 billion in Anthropic San Francisco-based generative AI startup Anthropic has revealed that it will be one of the first companies to deploy new AI chips from …

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  • US further restricts AI chip exports to China

    by Catherine Sbeglia Nin October 18, 2023
    by Catherine Sbeglia Nin October 18, 2023

    The new set of chip restrictions hitting China are designed to close loopholes in existing regulations The U.S. Department of Commerce has escalated its efforts to restrict the sale of advanced …

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  • Qualcomm to cut more than 1,200 jobs

    by Catherine Sbeglia Nin October 13, 2023
    by Catherine Sbeglia Nin October 13, 2023

    Qualcomm will layoff 1,258 workers in San Diego and Santa Clara, beginning in December Pointing to the ongoing poor sales performance of its phone chips, Qualcomm notified the California Employment …

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  • NTT, Qualcomm to accelerate 5G device ecosystem for AI edge adoption

    by Catherine Sbeglia Nin September 27, 2023
    by Catherine Sbeglia Nin September 27, 2023

    NTT exec: ‘We used to say software is eating hardware; I think AI will eat software’ This week, during Mobile World Congress Las Vegas, NTT and Qualcomm announced a partnership …

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  • Qualcomm to reduce staff in China amid dwindling smartphone demand

    by Catherine Sbeglia Nin September 25, 2023
    by Catherine Sbeglia Nin September 25, 2023

    The Qualcomm R&D facility in Shanghai, China opened in 2010 and employs nearly 400 staff While Qualcomm has denied rumors that it plans to shut its Shanghai R&D facility or …

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  • Kagan: Huawei finds new ways to survive with Mate 60 Pro and 5G

    by Jeff Kagan September 22, 2023
    by Jeff Kagan September 22, 2023

    Huawei grows with Mate 60 Pro smartphone, 5G chips and HarmonyOS As the old saying goes, there is more than one way to skin a cat. The United States tried …

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  • TSMC to buy stake in Intel nanofab company

    by Catherine Sbeglia Nin September 13, 2023
    by Catherine Sbeglia Nin September 13, 2023

    Intel acquired IMS company in 2015 Intel has agreed to sell a 10% stake in its IMS Nanofabrication business to Taiwan Semiconductor Manufacturing Co (TSMC) for roughly $4.3 billion. The …

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  • AI chip revenue to hit $53.4 billion this year: Gartner

    by Catherine Sbeglia Nin August 23, 2023
    by Catherine Sbeglia Nin August 23, 2023

    According to Gartner, AI chip revenue will continue growing to $119.4 billion in 2027 Gartner this week revealed findings that suggest potential revenue from semiconductors designed to run artificial intelligence …

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Edtior's Picks

Zayo locks in fiber supply as AI infrastructure demand intensifies
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Latest Articles

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