Moore Threads' Half-Year Revenue Tops 2025 Total
Moore Threads expects first-half 2026 revenue of RMB 1.65 billion to RMB 1.75 billion, putting delivery and repeat demand at the center of China's GPU story.
Semiconductors News and Analysis
9 verified stories covering Semiconductors, product updates and industry developments.
Nearfield raises $380M for AI-chip metrology
Nearfield raises $380M for AI-chip metrology
Samsung gets a second look as TSMC fills up
AI chip demand has pushed TSMC capacity toward 2028, sending BYD, Google, AMD and Tesla to explore Samsung foundry capacity.
AI chip stocks push India down market rankings
Taiwan and South Korea overtook India by market value as TSMC, Samsung and SK Hynix rallied on AI infrastructure demand.
SIA Says Chips Make Up 95% of an AI Server Rack’s Value
A Deloitte-SIA report projects AI data-center chip revenue could reach $1.2 trillion by 2028, reframing AI infrastructure as a full-stack semiconductor race.
Huawei Shifts to Folded Chip Design, Kirin to Debut Late 2025
Huawei unveils Tau Scaling Law and LogicFolding architecture to bypass EUV lithography restrictions, aiming for equivalent 1.4nm transistor density by 2030.
Intel and Qualcomm Both Eye Tenstorrent, Valuation Over $5B
Intel and Qualcomm are reportedly in talks to acquire AI chip startup Tenstorrent, which could be valued at over $5 billion.
Micron surges as AI memory turns scarce
Micron's market value has pushed past $850 billion as AI demand locks up HBM supply and reframes memory as a strategic asset.
Intel CEO invests in AI chip design startup Cognichip
Cognichip, a startup founded in 2024, has raised $60 million in new funding led by Seligman Ventures, with Intel CEO Lip-Bu Tan joining its board, aiming to slash chip development costs by over 75% and cut development time in half using a proprietary deep learning model trained on chip design data.