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#semiconductors
Silicon Valley
fromTechCrunch
1 week ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
Silicon Valley
fromTechCrunch
1 week ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
#tsmc
Business
fromTechzine Global
1 day ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Tech industry
fromTheregister
4 days ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Marketing tech
from24/7 Wall St.
5 days ago

Applied Optoelectronics stock has surged 237% this year, but analyst sees room to run to $140

Applied Optoelectronics' stock surged 237.46% year-to-date, driven by significant transceiver orders and a raised price target to $140 by Rosenblatt Securities.
#intel
#lumentum-holdings
Business
from24/7 Wall St.
4 days ago

Think It's Too Late to Buy Lumentum? Here's the Case for Getting In Now

Lumentum Holdings has seen significant stock growth, but entry risks and valuation concerns warrant careful consideration for investors.
Business
from24/7 Wall St.
1 week ago

Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Lumentum Holdings is a key player in AI infrastructure, providing essential optical components for data centers, with significant stock growth and future potential.
Tech industry
from24/7 Wall St.
1 week ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
Business
from24/7 Wall St.
5 days ago

Is It Too Late to Buy nLIGHT (LASR)?

nLIGHT's stock has surged 837% in a year, driven by strong fundamentals and growth in the Aerospace and Defense segment.
#asml
European startups
from24/7 Wall St.
1 week ago

ASML Revenue Is About to Explode Higher Again

ASML Holding's EUV lithography systems are essential for producing next-generation AI chips, driving significant demand and revenue growth.
Gadgets
fromTheregister
2 weeks ago

Panasonic's already sold future datacenter battery output

Panasonic plans to triple lithium-ion battery production to meet rising demand driven by AI, aiming for significant market share and sales growth by 2029.
fromEngadget
2 weeks ago

Sony's upcoming Bravia 3 II is a mid-range LED TV available in sizes up to 100 inches

The Bravia 3 II mid-range LED TV features the XR processor, granting access to Sony's proprietary Clear Image algorithm, auto HDR tone mapping, and more.
Television
Information security
fromTechzine Global
2 weeks ago

Fujitsu brings AI and social issues together

Fujitsu leverages AI to address social issues in healthcare, marine ecosystems, and cybersecurity through data-driven decision-making and digital twin technology.
fromTheregister
3 weeks ago

SoftBank builds AI mega-datacenter on nuke site

SB Energy will build a 10-gigawatt (GW) server farm and 10 GW of new generation capacity, with at least 9.2 GW being gas-fired, to support both the local grid and the datacenter.
Boston real estate
fromTechzine Global
2 weeks ago

Sony halts memory card shipments due to NAND shortage

A severe shortage of NAND flash, driven by the enormous demand for it to expand AI data centers, makes procurement impossible. Sony is currently unable to fulfill orders for CFexpress Type A, CFexpress Type B, and SDXC/SDHC memory cards.
Tech industry
#elon-musk
Toronto startup
fromTechRepublic
3 weeks ago

Musk Unites Tesla, SpaceX, xAI for Texas Chip Plant - TechRepublic

Elon Musk has launched Terafab, a chip manufacturing initiative in Texas, integrating Tesla, SpaceX, and xAI to meet semiconductor demands.
Toronto startup
fromTechCrunch
3 weeks ago

Elon Musk unveils chip manufacturing plans for SpaceX and Tesla | TechCrunch

Elon Musk plans to build a chip manufacturing facility called 'Terafab' to meet the semiconductor needs of Tesla and SpaceX.
Toronto startup
fromTechRepublic
3 weeks ago

Musk Unites Tesla, SpaceX, xAI for Texas Chip Plant - TechRepublic

Elon Musk has launched Terafab, a chip manufacturing initiative in Texas, integrating Tesla, SpaceX, and xAI to meet semiconductor demands.
Toronto startup
fromTechCrunch
3 weeks ago

Elon Musk unveils chip manufacturing plans for SpaceX and Tesla | TechCrunch

Elon Musk plans to build a chip manufacturing facility called 'Terafab' to meet the semiconductor needs of Tesla and SpaceX.
Business
from24/7 Wall St.
1 week ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Business intelligence
from24/7 Wall St.
1 month ago

Micron Price Prediction: Wedbush Raises Target to $500, Topping Yesterday's Wall Street Call

Micron Technology's stock has surged 344% over twelve months, with Wedbush raising its price target to $500 based on strong memory demand, 30%-50% price inflation in NAND and DRAM, and expected earnings beats in Q2 and Q3 2026.
fromTechzine Global
3 weeks ago

ASML receives $8 billion mega order from SK Hynix

SK Hynix's order for nearly $8 billion in EUV machines from ASML is the largest publicly announced single order in the company's history, aimed at enhancing advanced memory chip production.
European startups
fromTechRepublic
1 month ago

Meta's New AI Chips Reveal a Faster, More Self-Reliant Hardware Strategy

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.
Artificial intelligence
Venture
from24/7 Wall St.
1 month ago

Optical-Tech Stocks Looking Sharp: Ciena Up 9%, Lumentum Rises 8%, Coherent Climbs 7%

Optical-technology stocks surged on AI infrastructure demand, with Ciena leading after beating earnings and raising guidance, while Lumentum and Coherent gained from S&P 500 inclusion.
fromTNW | Startups-Technology
3 weeks ago

Lace raises $40M to replace chip-making light with helium atoms

Lace Lithography uses a beam of helium atoms rather than light to etch chip patterns, achieving a width of approximately 0.1 nanometres, which is about 135 times finer than ASML's EUV light.
European startups
Business
from24/7 Wall St.
2 weeks ago

Tower Semiconductor Could Hit $230, but the Long-Term Payoff Is the Big Story

Tower Semiconductor Ltd. shows significant stock performance with a 46.07% year-to-date gain and a bullish price target of $230 by 2026.
Gadgets
fromTechzine Global
1 month ago

Panasonic Toughbook 56: a rugged AI PC for most conditions

Panasonic's Toughbook 56 rugged laptop features ergonomic innovations, triple wired LAN connectivity, and Intel Core Ultra AI processing for field workers across defence, utilities, and automotive sectors.
from24/7 Wall St.
1 month ago

AMAT and Micron still winning in AI trade despite QQQ and sector weakness

The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.
Artificial intelligence
#micron-technology
Tech industry
from24/7 Wall St.
3 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
Tech industry
from24/7 Wall St.
3 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
Business
from24/7 Wall St.
2 weeks ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
Gadgets
fromTheregister
1 month ago

Lightmatter says latest photonics will halve DC fiber bill

LightMatter's Passage L20 optical engine reduces datacenter fiber usage by half using near-package integration instead of co-packaging, positioning between pluggable modules and co-packaged optics.
#semiconductor-manufacturing
Silicon Valley real estate
fromThesanjoseblog
1 month ago

Nokia Subsidiary Launches Photonic Semiconductor Facility in South San Jose

Infinera Corp. purchased an 82,000-square-foot South San Jose facility for $27 million to establish a photonic semiconductor fabrication plant, supported by $40 million in federal CHIPS Act funding.
Silicon Valley real estate
fromThesanjoseblog
1 month ago

Nokia Subsidiary Launches Photonic Semiconductor Facility in South San Jose

Infinera Corp. purchased an 82,000-square-foot South San Jose facility for $27 million to establish a photonic semiconductor fabrication plant, supported by $40 million in federal CHIPS Act funding.
#ai-data-centers
Tech industry
from24/7 Wall St.
1 month ago

Lumentum CEO: sold out through end of 2027, no end in sight

Lumentum manufactures critical optical components for AI data centers and is sold out through 2027 with demand exceeding supply by 25-30% despite running at full capacity.
fromFuturism
1 month ago
Artificial intelligence

Personal Electronics Spiking in Price as AI Industry Buys Up All the Components

Tech industry
from24/7 Wall St.
1 month ago

Lumentum CEO: sold out through end of 2027, no end in sight

Lumentum manufactures critical optical components for AI data centers and is sold out through 2027 with demand exceeding supply by 25-30% despite running at full capacity.
fromFuturism
1 month ago
Artificial intelligence

Personal Electronics Spiking in Price as AI Industry Buys Up All the Components

#silicon-photonics
Venture
fromTheregister
1 month ago

Ayar Labs raises $500M to mass-produce CPO chiplets

Ayar Labs raised $500 million to scale co-packaged optics technology that replaces copper interconnects with silicon photonics for higher bandwidth, longer distances, and lower power consumption in AI chip communications.
Tech industry
fromTheregister
1 month ago

Nvidia burns $4B to light up US photonics manufacturing

Nvidia invests $4 billion in Coherent and Lumentum with multibillion-dollar purchase commitments to secure silicon photonics technology for datacenter networking infrastructure.
European startups
fromTechzine Global
1 month ago

First factory for InP photonic chips on 6-inch wafer scale in the Netherlands

Eindhoven is building the world's first industrial factory for indium phosphide photonic chips on 6-inch wafers, funded by €150 million from the EU Chips Act and PIXEurope consortium.
Venture
from24/7 Wall St.
1 month ago

Even Nvidia Sees Lumentum as Lighting the Way Forward

Nvidia invests $2 billion in Lumentum through a strategic partnership to secure advanced optical components for next-generation AI data centers and gigawatt-scale infrastructure.
Tech industry
from24/7 Wall St.
1 month ago

Why ASML Investors Shouldn't Worry About Competition From China

ASML maintains an unassailable monopoly on EUV lithography equipment due to 30+ years of R&D, 100,000 components from 5,000 suppliers, and impenetrable patents, making Chinese competition unlikely before 2030.
Business
from24/7 Wall St.
1 month ago

Retail Favorite nLIGHT Gains 4.5%: A Wartime Stock With a Laser Focus

nLIGHT stock surged 4.5% to $63.79 after demonstrating advanced laser weapon systems at a military conference, extending a 603.7% annual gain driven by defense laser demand and geopolitical tensions.
fromwww.nature.com
2 months ago

Exciplex-enabled high-efficiency, fully stretchable OLEDs

Here we addressed this challenge by incorporating an intrinsically stretchable exciplex-assisted phosphorescent (ExciPh) layer. The elastomer-tolerant triplet-recycling mechanism mitigates exciton energy transfer limitations arising from the insulating elastomer matrix, yielding a light-emitting layer with more than 200% stretchability and an external quantum efficiency (EQE) of 21.7%. To translate this performance to fully stretchable devices, we integrated MXene-contact stretchable electrodes (MCSEs), which feature high mechanical robustness and tunable work function (W
Wearables
Startup companies
fromTheregister
2 months ago

Neurophos bets on optical transistors to bend Moore's Law

Neurophos is developing an optical processing unit using micron-scale metamaterial modulators to deliver 470 petaFLOPS FP4/INT4 compute at much higher density with comparable power.
#ai-infrastructure
from24/7 Wall St.
1 month ago
Business

Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges

Wall Street analysts are raising price targets on Micron, Oracle, and Semtech due to accelerating AI infrastructure demand, with Micron showing the strongest institutional momentum and highest conviction.
fromTheregister
2 months ago
Tech industry

Supermicro has dodged drama and delivered datacenters

Supermicro's AI-focused GPU systems drove rapid revenue growth to $12.7B in Q2 2026, while gross margins fell to 6.3%.
Business
from24/7 Wall St.
1 month ago

Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges

Wall Street analysts are raising price targets on Micron, Oracle, and Semtech due to accelerating AI infrastructure demand, with Micron showing the strongest institutional momentum and highest conviction.
Science
fromTheregister
2 months ago

DARPA asks labs to outsmart physics with photonic circuits

DARPA is funding efforts to scale photonic integrated circuits to perform larger-scale computing with light using existing photonic components to overcome current physical limitations.
European startups
fromTechzine Global
1 month ago

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
Mobile UX
fromGSMArena.com
2 months ago

Xiaomi's detachable micro four-thirds camera module reportedly enters mass production

Xiaomi is commercializing a detachable 100MP micro four-thirds camera module that uses LaserLink 10Gbps to offload processing to compatible phones.
Miscellaneous
fromTechzine Global
2 months ago

Imec opens NanoIC line for ultra-advanced chips

Europe opened imec's NanoIC pilot, a €2.5B shared research line with High NA EUV to develop sub-2nm chips and close the advanced-semiconductor gap.
European startups
fromTechzine Global
1 month ago

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
Science
fromianVisits
2 months ago

Tickets Alert: Visit the UK's largest particle accelerator - the Diamond Light Source

A synchrotron near Didcot offers occasional free public tours of its ring-shaped particle accelerator that produces powerful X-ray‑like light to probe materials.
Venture
from24/7 Wall St.
2 months ago

Lumentum Leaps Nearly 8% During AI Optics Boom

Optical interconnects are crucial for data center scaling, creating major investment opportunities in optics companies like Lumentum, Coherent, Finisar, and Sienna.
Artificial intelligence
fromSilicon Canals
1 month ago

Japan's robotics industry sees record orders as global labor shortages intensify - Silicon Canals

Japan's robotics industry achieved record quarterly orders of ¥324.5 billion in Q1 2025, driven by global labor shortages and aging workforces across Asia, North America, and Europe.
Gadgets
from24/7 Wall St.
1 month ago

Live: Applied Optoelectronics (AAOI) Reports Q4 Earnings Tonight

Applied Optoelectronics reports Q4 FY2025 earnings after market close on February 26, 2026, with stock up 57% year-to-date driven by AI-driven optical networking demand and 800G hyperscale orders.
Science
fromenglish.elpais.com
2 months ago

The technology that reveals what happens in 0.00000000000000000000001 second

Attosecond-scale light pulses reveal ultrafast electron dynamics, enabling new studies of materials, quantum processes, and biological structures, and have earned major scientific awards.
Artificial intelligence
fromTheregister
1 month ago

Fujitsu's 144-core Monaka CPU to use Broadcom's 3D chip tech

Fujitsu's 144-core Monaka CPU uses Broadcom's 3D chip-stacking technology to stack SRAM chiplets on compute dies for enhanced datacenter performance.
fromTechzine Global
1 month ago

ASML wants to go beyond EUV: expansion into advanced AI chips

We look, not just for the next five years, we look at the next 10, maybe 15 years. The focus is on advanced packaging and a possible expansion of the chip size that ASML's machines can handle, positioning the company to capitalize on the rapidly evolving AI chip manufacturing landscape.
European startups
Tech industry
fromThe Verge
1 month ago

Nvidia's spending $4 billion on photonics to stay ahead of the curve in AI

Nvidia invests $2 billion each in Lumentum and Coherent to develop photonics technology for AI data centers, improving energy efficiency and data transfer speeds through optical components.
fromTESLARATI
2 months ago

Samsung nears Tesla AI chip ramp with early approval at TX factory

Samsung Electronics has secured temporary certificates of occupancy (TCOs) for a portion of its semiconductor facility in Taylor. This should allow the facility to start operations ahead of full completion later this year. City officials confirmed that approximately 88,000 square feet of Samsung's Fab 1 building has received temporary approval, with additional areas expected to follow. The overall timeline for permitting the remaining sections has not yet been finalized.
Gadgets
Artificial intelligence
fromTechCrunch
2 months ago

From invisibility cloaks to AI chips: Neurophos raises $110M to build tiny optical processors for inferencing | TechCrunch

Neurophos developed metasurface modulators enabling optical tensor-core chips that perform AI matrix-vector multiplications faster and more energy-efficiently than current GPUs for inference.
Artificial intelligence
fromTheregister
2 months ago

Japan doubles down on US Genesis AI supercomputing effort

RIKEN, Fujitsu, Argonne and Nvidia will jointly develop next-generation AI and HPC infrastructure, software ecosystems, and autonomous lab workflows aligned with the US Genesis Mission.
Tech industry
fromArs Technica
2 months ago

Kioxia's memory is "sold out" for 2026, prolonging a "high-end and expensive phase"

AI-driven memory demand is causing record profits for RAM and flash makers and will keep SSD and RAM prices high through at least 2026.
Tech industry
from24/7 Wall St.
2 months ago

Teradyne Stock Soars 66% in 2026 as AI Chip Testing Demand Surges

Teradyne's stock surged 66% YTD as booming AI infrastructure demand and strong Q4 results drove semiconductor test revenue toward compute and memory applications.
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