Semiconductors

Chip design, fabrication, advanced packaging, and the semiconductor supply chain.
Semiconductors
Data Centres
AI & ML

Navitas and NVIDIA co-develop 24 kW 800 V-to-12 V AI power board

Navitas Semiconductor's GaNFast-powered board converts 800 VDC directly to 12 V in a single stage, targeting 97% efficiency for AI data-centre compute
Navitas Semiconductor's GaNFast-powered board converts 800 VDC directly to 12 V in a single stage, targeting 97% efficiency for AI data-centre compute
Semiconductors

Nokia launches multi-generation PON line card for AI-era fibre

Nokia's new 16-port line card supports GPON, 10G, 25G and 50G PON on every port, targeting general availability in 2027.
Nokia's new 16-port line card supports GPON, 10G, 25G and 50G PON on every port, targeting general availability in 2027.
Semiconductors
Data Centres
Cloud Infrastructure

Microchip expands data centre portfolio with PCIe 6 and NVMe

Microchip Technology has added PCIe Gen 6 switching, post-quantum NVMe storage and enhanced RAID accelerators to its data centre product line.
Microchip Technology has added PCIe Gen 6 switching, post-quantum NVMe storage and enhanced RAID accelerators to its data centre product line.
Semiconductors
AI & ML
Enterprise Software

ASUS ProArt P16 and P14 laptops launch with NVIDIA RTX Spark superchip

ASUS has opened pre-orders for two RTX Spark-powered creator laptops starting at $2,599, with up to 128GB unified memory for local AI
ASUS has opened pre-orders for two RTX Spark-powered creator laptops starting at $2,599, with up to 128GB unified memory for local AI
AI & ML
Semiconductors

Maris-Tech to demo edge AI and video systems at AUSA 2026

The Nasdaq-listed Israeli defence tech firm will showcase 360-degree armoured vehicle awareness and drone video systems at Washington's AUSA expo next week.
The Nasdaq-listed Israeli defence tech firm will showcase 360-degree armoured vehicle awareness and drone video systems at Washington's AUSA expo next week.
Semiconductors
AI & ML

Applied Materials adds UCLA Samueli as EPIC Center research partner

Applied Materials has brought UCLA's engineering school into its Silicon Valley EPIC Center to speed semiconductor R&D from lab to full-scale manufacturing.
Applied Materials has brought UCLA's engineering school into its Silicon Valley EPIC Center to speed semiconductor R&D from lab to full-scale manufacturing.
Quantum
Cybersecurity
Semiconductors

Quantisimo targets Nasdaq listing via GigCapital8 SPAC merger

The sovereign quantum platform, formed by WISeQey and SEALSQ, has signed a definitive merger agreement valuing it at roughly $666m.
The sovereign quantum platform, formed by WISeQey and SEALSQ, has signed a definitive merger agreement valuing it at roughly $666m.
Semiconductors
AI & ML
Data Centres

XMax to acquire vertical GaN power semiconductor firm Hexa Creation

NASDAQ-listed XMax is buying Hexa Creation to gain access to 1200V vertical GaN technology targeting AI data centre power infrastructure.
NASDAQ-listed XMax is buying Hexa Creation to gain access to 1200V vertical GaN technology targeting AI data centre power infrastructure.
Semiconductors
AI & ML

OSS lands $1m follow-on order for GNSS simulation compute

One Stop Systems has secured its ninth defence order since May 2025, bringing cumulative value to nearly $5m, with further awards expected in 2027 and
One Stop Systems has secured its ninth defence order since May 2025, bringing cumulative value to nearly $5m, with further awards expected in 2027 and
Cloud Infrastructure
Semiconductors

Kratos OpenSpace completes multi-vendor 5G NTN connectivity trial

Kratos has demonstrated end-to-end 5G NR NTN connectivity using its OpenSpace platform alongside KT SAT, Druid Software and GCT Semiconductor.
Kratos has demonstrated end-to-end 5G NR NTN connectivity using its OpenSpace platform alongside KT SAT, Druid Software and GCT Semiconductor.
Quantum
Semiconductors

Diraq reaches DARPA QBI final stage with $51m funding tranche

Diraq has advanced to Stage C of DARPA's Quantum Benchmarking Initiative, securing $51m to pursue utility-scale silicon quantum computing by 2031.
Diraq has advanced to Stage C of DARPA's Quantum Benchmarking Initiative, securing $51m to pursue utility-scale silicon quantum computing by 2031.
Semiconductors
AI & ML

Applied Materials and Intel deepen chip R&D tie-up at EPIC Centre

The two semiconductor giants are expanding collaboration on transistors, interconnects and 3D packaging for AI workloads at Applied's new Silicon Valley facility.
The two semiconductor giants are expanding collaboration on transistors, interconnects and 3D packaging for AI workloads at Applied's new Silicon Valley facility.
Semiconductors

ACM Research Shanghai backlog hits $2.5bn, up 88% year on year

ACM Research's Shanghai subsidiary disclosed a RMB 17.1 billion backlog as of 29 September, an 88% rise on the prior year's figure.
ACM Research's Shanghai subsidiary disclosed a RMB 17.1 billion backlog as of 29 September, an 88% rise on the prior year's figure.
Cybersecurity
Semiconductors
Quantum

WISeSat.Space begins Nasdaq trading after SPAC merger closes

WISeSat.Space listed on Nasdaq as "SAIQ" on 2 October after completing its business combination with Columbus Acquisition Corp.
WISeSat.Space listed on Nasdaq as "SAIQ" on 2 October after completing its business combination with Columbus Acquisition Corp.
AI & ML
Semiconductors
Enterprise Software

AGM Group targets AI inference market with all-flash server push

The NASDAQ-listed hardware vendor outlined plans to validate all-flash server configurations for enterprise AI inference and agent workloads.
The NASDAQ-listed hardware vendor outlined plans to validate all-flash server configurations for enterprise AI inference and agent workloads.
Cybersecurity
Semiconductors
Enterprise Software

WISeSat.Space begins Nasdaq trading after SPAC combination closes

WISeQey's satellite IoT subsidiary lists on Nasdaq under "SAIQ" following its business combination with Columbus Acquisition Corp., completed 1 October 2026.
WISeQey's satellite IoT subsidiary lists on Nasdaq under "SAIQ" following its business combination with Columbus Acquisition Corp., completed 1 October 2026.
Semiconductors
AI & ML
Enterprise Software

onsemi cuts Synaptics deal price to $5.7bn in revised merger

onsemi has amended its Synaptics acquisition, lowering the all-cash offer to $123 per share after an unsolicited competing bid emerged.
onsemi has amended its Synaptics acquisition, lowering the all-cash offer to $123 per share after an unsolicited competing bid emerged.
AI & ML
Semiconductors
Enterprise Software

Lenovo AI Express cuts GPU server order-to-ship to 15 days

Lenovo's new quick-start programme offers three validated NVIDIA-powered AI factory configurations with order-to-ship times starting at 15 business days.
Lenovo's new quick-start programme offers three validated NVIDIA-powered AI factory configurations with order-to-ship times starting at 15 business days.
Data Centres
AI & ML
Semiconductors

Castrol CORE brings integrated thermal management to data centres

Castrol has launched CORE, an end-to-end thermal management offer combining design, cooling technology and lifecycle services for data centre operators.
Castrol has launched CORE, an end-to-end thermal management offer combining design, cooling technology and lifecycle services for data centre operators.
AI & ML
Enterprise Software
Semiconductors

Lenovo unveils IdeaPad Vibe and IdeaCentre AIO i at Innovation World

Lenovo has launched two consumer AI PC lines with Pantone-developed colour ranges and expanded Qira personal AI integration across devices.
Lenovo has launched two consumer AI PC lines with Pantone-developed colour ranges and expanded Qira personal AI integration across devices.
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