The Ultimate Guide to Semiconductors
A curated American edition of TechDay news, analysis, interviews, reviews, job moves, and related resources for Semiconductors.
What to know about Semiconductors
Semiconductors are the foundational technology behind virtually all modern electronic devices, powering everything from smartphones and computers to automotive systems and industrial equipment. This tag gathers stories that explore the dynamic global semiconductor market, highlighting key industry shifts, technological advances, and major corporate activities shaping the sector.
Through these articles, readers can gain insights into market trends such as chip demand fluctuations, the impact of supply chain disruptions, and the strategic mergers and acquisitions reshaping the competitive landscape. The coverage also delves into emerging areas like the Internet of Things (IoT), artificial intelligence (AI), and the automotive semiconductor market, illustrating how semiconductors are driving innovation across industries.
For those interested in the complex interplay of technology advancement, industry economics, and global trade influencing semiconductor progress, this collection offers a comprehensive view. It is valuable for understanding how leading companies like Samsung, Intel, Qualcomm, and others maneuver within the market as well as how evolving applications and geopolitical factors affect semiconductor development worldwide.
American Semiconductors News
Regional stories with direct local relevance
US launches regional semiconductor training network
The move aims to plug a projected shortfall of up to 157,000 workers by 2030 as chip factories expand across the country.
IREN signs USD $9.7 billion AI cloud deal with Microsoft
The five-year contract should lift IREN's annualised revenue by about USD $1.94 billion once the Childress build-out is fully commissioned.
Everspin signs Microchip deal for second MRAM source
Customers in industrial, aerospace and automotive markets get a second US MRAM source as Everspin seeks to reduce supply disruption risk.
Anthropic signs biggest compute deal with Google, Broadcom
The pact secures 3.5 gigawatts of next-generation chip capacity from 2027 as enterprise demand for Claude surges past USD $30 billion a year.
Everspin unveils UNISYST MRAM for unified edge AI memory
Everspin's UNISYST MRAM targets edge AI with unified code-and-data memory, promising far faster writes and greater endurance than NOR flash.
Tech giants plan USD $650 billion AI investment surge
Amazon, Microsoft, Meta and Alphabet eye USD $650 billion AI splurge for 2026, stirring investor unease over margins and cloud growth.
Analyst Insights
Research and market analysis connected to Semiconductors
Featured News
Expert Columns
Interviews
Interviews and video coverage from the networkRecent Semiconductors News
ABM seals WGNSTAR deal to boost semiconductor services
ABM completes WGNSTAR acquisition, bolstering semiconductor cleanroom and tool services as chipmakers expand advanced fab capacity worldwide.
US moves to extend semiconductor tax credit to 2031 for suppliers
US lawmakers propose extending semiconductor tax credits to 2031, including critical materials suppliers, to boost domestic manufacturing and supply chain resilience.
Siemens unveils AI-powered EDA platform for chip & PCB design
Siemens launches AI-powered EDA platform integrating NVIDIA tech to boost chip and PCB design productivity and streamline workflows securely.
Conifers.ai unveils agentic AI platform to boost MSSP efficiency
Conifers.ai launches CognitiveSOC, an AI platform cutting MSSP investigation times by up to 87%, easing security pressures and boosting client growth.
Devo and Detecteam unite to automate detection for cyber teams
Devo partners with Detecteam to automate detection engineering, cutting threat detection and response times by up to 95% for security teams facing evolving cyber threats.
Baya Systems raises $36m to advance AI and IoT chip tech
Baya Systems has secured $36 million in Series B funding, led by Maverick Silicon, to bolster its semiconductor technology for AI and IoT applications.
Keysight unveils Chiplet PHY Designer for AI advancement
Keysight Technologies has launched the Chiplet PHY Designer 2025, enhancing AI and data centre chiplet design with advanced interoperability and compliance features.
Microsoft, Nvidia launch RTX Spark Windows AI PC lineup
Windows PCs with up to 128GB of unified memory could let developers and creators run larger AI models locally, Microsoft said.
Semiconductor report forecasts glass substrate growth
Demand from AI and high-performance computing could lift glass core substrate sales sharply from 2028, according to a new SEMI report.
Qualcomm launches Snapdragon C for entry-level laptops
The move broadens Arm-based computing into budget PCs, as Qualcomm targets student and small business buyers with all-day battery life and AI features.
Nvidia delivers first Vera CPUs to Anthropic & OpenAI
Oracle's planned rollout from 2026 signals the chip could become a core part of AI infrastructure, not just a niche test system.
Anthropic signs SpaceX compute deal, boosts Claude limits
More Claude Code users will get longer sessions as Anthropic taps SpaceX data-centre capacity to ease compute bottlenecks.
AMD launches Instinct MI350P PCIe card for AI inference
Enterprises can add AI inference to standard air-cooled servers without major rack or power upgrades, AMD says.
AI demand lifts silicon wafer shipments 13.1% in Q1
AI data centre orders helped push worldwide silicon wafer shipments 13.1% higher in the first quarter, SEMI said.
Kopin & Fabric.AI back MicroLED optical links for AI
The USD $15 million order signals early commercial traction as the partners target lower-power, faster links between chips in AI data centres.
Liquid Instruments raises USD $50m in Series C round
The deal adds a major incumbent backer as software-defined test gear gains ground across semiconductor, defence and research labs.
Mosaic SoC raises USD $3.8m to power smart devices
The Zurich startup will target makers of wearables and phones seeking real-time visual processing without bigger batteries or hotter chips.
Quantum Computing launches NeuraWave for edge AI inference
Customers in telecoms, vehicles and healthcare could gain faster, lower-power AI processing as the photonic system moves to order.
HONOR 600 series launches in Singapore first worldwide
Singapore buyers get first access worldwide to HONOR’s 600 series, which starts at SGD $799 and adds AI video tools and big batteries.
GSA report says 5G market enters more selective phase
More operators are now focused on network quality and service models as 5G deployment matures, GSA says.