Semiconductors News Latest Semiconductors news and analysis — 84 articles tagged Semiconductors on The Robotics Media.
Yonsei Becomes World's Second IBM Nighthawk Quantum Site — Aug 16, 2026 — Yonsei University will install IBM's next-generation Nighthawk quantum processor in November 2026, becoming only the second site after IBM Miami to ru...Applied Materials Hits Record $9.12B Q3 As AI Fab Spend Surges — Aug 14, 2026 — Applied Materials posted record fiscal Q3 revenue of $9.12B, guided Q4 to $10.25B, and said it aims to double semi-systems output by 2028 as AI drives...SMIC Lifts Chip Prices As AI Demand Pushes Fabs To 93.7% Utilization — Aug 14, 2026 — China's SMIC posts first-ever $3B quarter, triples profit to $479M, and raises Q3 wafer prices as AI-fuelled demand keeps its factories running near c...Olix Nets $312M At $3.3B To Ditch HBM With Photonic AI Chips — Aug 11, 2026 — London-based Olix raised a $312M Series B at a $3.3B valuation to build photonic-interconnect AI inference chips that bypass HBM, backed by Arm, Hudso...Sony And TSMC Plot $6.4B Image-Sensor JV In Kumamoto — Aug 11, 2026 — Sony and TSMC are in talks to spend a combined ¥1 trillion on a Kumamoto image-sensor plant targeting 2029, feeding Apple iPhones and the next wave of...Microsoft Preps Maia 300 AI Chip Reveal, Books 300K TSMC Units — Aug 11, 2026 — Microsoft is planning a September unveil for its Maia 300 AI accelerator and has booked TSMC capacity for more than 300,000 chips into 2027 as it race...Quantinuum To Post First Quarterly Earnings As Public Company On Aug 11 — Aug 11, 2026 — Quantinuum will report its first-ever quarterly results as a public company after the bell on August 11, giving investors their initial look at commer...South Korea Rolls Out $3.5B Chip Fund To Back Materials, Fabless Firms — Aug 11, 2026 — Seoul will launch a 5 trillion won ($3.52B) fund targeting chip materials, parts, equipment and fabless companies, plus 5 trillion won in trade financ...TSMC July Revenue Jumps 44.7% To $14.5B As AI Chip Demand Roars — Aug 11, 2026 — Taiwan Semiconductor disclosed July 2026 revenue of NT$467.58 billion ($14.5B), up 44.7% year-on-year, sending TSMC ahead of its own 40% full-year gro...SK Hynix Shows 16-Layer HBM4 And First 375-Layer Wafer-Bonded NAND At FMS 2026 — Aug 10, 2026 — SK hynix used FMS 2026 to pitch a tiered AI memory stack anchored by 16-layer 48GB HBM4 next to NVIDIA Vera Rubin, its first wafer-bonded 375-layer 4D...Stanford-Spun Source Foundry Bags $400M From Situational Awareness At $5B Valuation — Aug 10, 2026 — Bloodied but not broken, Leopold Aschenbrenner's Situational Awareness hedge fund poured $400M into stealth chip-lithography startup Source Foundry, t...Tesla And SpaceX Break Ground On $16.8B Terafab Chip Complex In Grimes County, Texas — Aug 10, 2026 — Elon Musk's two flagship companies formally committed $16.8B to Terafab, a vertically integrated 100M-sq-ft semiconductor complex north of Houston tha...QuiX Quantum Ships Rack-Mount Alquor 2.0 Photonic Processor In 8, 20 And 32-Mode Configs — Aug 10, 2026 — Dutch photonic quantum computing firm QuiX Quantum has opened commercial availability of Alquor 2.0, a rack-mountable silicon-nitride photonic process...D-Wave Publishes Nature Paper On Dual-Rail CZ Gate At 99.9% Fidelity — Aug 10, 2026 — D-Wave has published a Nature paper demonstrating a 500-nanosecond two-qubit entangling gate at about 99.9% fidelity for its superconducting dual-rail...Astera Labs Q2 Revenue Doubles To $392M On Scorpio Ramp — Aug 7, 2026 — Astera Labs delivered record Q2 revenue of $392.4 million, up 104% year-over-year, and pulled forward Scorpio X-Series ramp as PCIe 6 becomes the majo...Samsung Unveils zHBM Concept Claiming 8x HBM5 Speed — Aug 7, 2026 — Samsung showcased zHBM, zNAND-O and 400-layer V10 BV-NAND at FMS 2026, arguing 3D memory stacked directly on AI accelerators can deliver 8x HBM5 perfo...Kioxia, Sandisk Unveil 332-Layer QLC 3D NAND For AI — Aug 7, 2026 — Kioxia and Sandisk introduced 10th-generation QLC 3D NAND with 332 layers, over 37 Gb/mm² bit density and a 4.8 Gb/s interface for AI storage workload...AMD Buys Taalas To Etch AI Models Directly Into Silicon — Aug 7, 2026 — AMD agreed to acquire Toronto's Taalas, a startup that hardwires AI model weights directly into CMOS logic, to bolster its Instinct-powered inference...IonQ Wins $28M DARPA Extension To Build 125 Evergreen-05 Optical Atomic Clocks — Aug 6, 2026 — IonQ has bagged a $28M DARPA It’s About Time contract extension to scale production of its Vector Atomic-derived Evergreen-05 optical atomic clocks an...Anthropic Builds In-House Silicon Team to Co-Design Chips for Claude — Aug 6, 2026 — Anthropic confirmed on August 5, 2026 that it is hiring a custom silicon team to co-design AI chips and models for Claude, joining OpenAI, Google and...