Semiconductor industry news covering chips, processors, manufacturing and major investments.
TDK has launched new 100V X7R multilayer ceramic capacitors with 10μF capacitance in the compact 3225 package. The low-resistance, soft-termination components are designed for 48V power systems in AI servers, humanoid robots, electric vehicles and industrial equipment.
Samsung Electronics and ASML are expanding their long-running partnership to develop next-generation semiconductor manufacturing technology, including larger 12-inch photomasks for High-NA EUV systems. The move is aimed at enabling more efficient production of increasingly large and complex AI and data-centre chips.
UK compound semiconductor specialist IQE has returned to profit in the first half of 2026 as demand for components used in AI infrastructure and data centres accelerated. Revenue jumped 43% year on year to £64.6 million.
Chinese semiconductor equipment maker AMEC has unveiled six new chipmaking machines spanning etching, deposition and silicon-carbide production. The expansion is aimed at broadening its technology portfolio as China pushes for greater domestic semiconductor equipment supply.
TSMC is building nearly 20 semiconductor fabs worldwide as AI demand accelerates, but equipment shortages and limited construction capacity are making it harder to expand production fast enough.
South Korea’s exports have reached $709.4 billion in 2026, surpassing the country’s full-year 2025 record as semiconductor shipments surge on global AI demand.
NanoBridge Semiconductor is adopting Siemens’ Precision FPGA Synthesis for its low-power FPGA devices targeting demanding environments.
South Korea and the US are discussing semiconductor investments as Washington prepares new chip tariffs, with Korean manufacturers facing potential changes to their access to the US market.
The Trump administration is preparing a new semiconductor tariff framework that could make overseas chip production more expensive while giving companies that manufacture in the US a path to avoid the duties.
Broadcom has lifted its outlook for AI chip revenue, signaling continued demand for custom processors and networking infrastructure as major technology companies expand their artificial intelligence investments. The stronger forecast comes alongside quarterly revenue guidance that fell slightly below Wall Street expectations.
NVIDIA has unveiled Jetson Orin Nano 2, a compact AI computing platform designed to deliver faster and more efficient processing for robots, drones and next-generation edge devices.
IBM is developing a new 2nm processor for future IBM Z and LinuxONE systems that can support both IBM and Arm architectures while adding dedicated AI and data-processing capabilities.
NVIDIA is committing $6 billion to license Poolside's AI technology and bring more than 100 engineers into the company as it accelerates its open-weight AI strategy.
