semiconductor

All three major memory chipmakers crossed $1 trillion in market cap within weeks as AI demand, sold-out HBM4 capacity, and a landmark UBS upgrade triggered a historic valuation surge.

Nvidia's Q1 FY2027 results set new company records across revenue, net income, and free cash flow, driven by Blackwell GPU demand and a near-tripling of networking revenue.

Apple and Intel have struck a preliminary agreement for Intel to manufacture some Apple chips, ending a six-year split and handing Intel Foundry its most consequential customer win yet.

ASML will supply the lithography toolset for Tata's Dholera 300mm fab, which Tata Electronics has costed at US$11 billion and aimed at 28nm-110nm chips for AI, automotive and mobile applications.

Cognichip's $60M round brings total funding to $93M as its AI platform works with 30+ semiconductor firms to cut design costs by up to 75 percent.

Intel combines gallium nitride power transistors with silicon digital logic on an ultra-thin 19-micrometer chiplet harvested from 300mm wafers, targeting AI data center power delivery and 5G/6G infrastructure.

Cisco's 3nm G300 switching silicon promises 33% better network utilization and 70% energy savings with liquid cooling, targeting the $600 billion AI infrastructure buildout.