Semiconductors
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
Stories from Semiconductors come first, newest first, then stories from connected topics (AI Chips & Compute, memory chips, TSMC, Samsung, AI chips, chip supply chain), each labelled with where it comes from. This view is not indexed by search engines.
Wolfspeed Puts Transparent Silicon Carbide on Sale for AR and Qubits
Wolfspeed has launched transparent silicon carbide wafers for AR glasses and quantum computing. Specs are public; customers, prices and volumes are not.
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Altera Unveils Agilex 2X FPGAs, With Agilex 27 Samples Due in 2027
Altera's Agilex 2X spans four FPGA families for AI, networking and robotics. Agilex 27 comes first, with engineering samples due in 2H 2027.
Bismuth Sulfide Cuts Solar Charge Loss Rate by 75%, Oxford Finds
An Oxford-led Nature study finds bismuth sulfide absorbs light strongly yet cuts the charge-loss rate by about 75%. A mechanism, not a solar cell.
SK hynix Tops 100 Trillion Won in Quarterly Revenue for the First Time
SK hynix made 83.3 trillion won operating profit on 104.6 trillion won revenue in Q3, sees memory shortages to 2030 and drops its Solidigm IPO review.
Applied Materials Agrees Deal to Raise Its Besi Stake to About 20%
Applied Materials will raise its stake in Dutch toolmaker Besi to about 20%, up from 9% disclosed in 2025. No price given; US antitrust review applies.
Taiwan Held 69% of Advanced Chip Capacity; 47% Forecast by 2032
Taiwan held 69% of the world's capacity for chips below 10nm in 2022. Why that matters, what a long halt could cost, and how new fabs spread the load.
Rambus Reports Record Q3 Revenue of $218.3m, Up 22% Year on Year
Rambus posted record Q3 2026 revenue of $218.3m, up 22%, as memory interface chip sales hit a record. It guides Q4 revenue to $227m-$233m.
Unconventional AI to Buy NeuReality as It Chases a 1,000x Chip Goal
Naveen Rao's Unconventional AI has agreed to buy Israeli inference chipmaker NeuReality, bringing in about 40 engineers. No price was given.
Cadence Says Maestro AI Models Lift Chip Design Quality Up to 30%
Cadence has launched Maestro, chip design AI models built partly on NVIDIA Nemotron that customers can run on-premises. Early access starts in Q4.
Reuters: Vietnam’s First Chip Fab Set to Miss 2027 Trial Target
Reuters sources say Viettel's chip fab, Vietnam's first, will probably miss its 2027 trial run, with no ASML deal yet. Viettel says it is on schedule.
Taiwan’s ITRI Plans 500-Tonne Rare-Earth Plant to Meet Half of Demand
Taiwan's ITRI plans a demonstration plant to make 500 tonnes of rare earths a year by 2030, a hundredfold rise that would meet about half of local demand.
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