Semiconductors
Semiconductors articles from Informachine.Alibaba unveils Zhenwu M890 chip and Qwen 3.7-Max AI model
By Axel Miller | 20 May 2026
Alibaba launches the Zhenwu M890 AI chip and Qwen 3.7-Max model as it expands domestic AI infrastructure and enterprise cloud capabilities.
AI chip rally fuels concerns over market concentration and valuations
By Cygnus | 13 May 2026
Semiconductor stocks tied to AI infrastructure continue surging as analysts debate valuation risks, market concentration, and passive investor exposure.
Omron and Comau form global robotics alliance for chip manufacturing
By Axel Miller | 11 May 2026
Omron Corporation and Comau form a global partnership to develop advanced robotics automation for semiconductor and precision manufacturing industries.
India’s semiconductor push gains pace with new plants and data center growth
By Cygnus | 11 May 2026
India is advancing semiconductor manufacturing projects and expanding AI infrastructure as part of its long-term technology and electronics strategy.
Sony and Nintendo face rising gaming costs amid chip supply pressure
By Cygnus | 08 May 2026
Sony and Nintendo are navigating rising semiconductor, memory and logistics costs as AI demand reshapes the global gaming hardware supply chain.
Sony, TSMC partner on next-gen image sensor venture in Japan
By Axel Miller | 08 May 2026
Sony Semiconductor Solutions and TSMC are partnering on a next-generation image sensor venture in Japan focused on AI, automotive and industrial technologies.
South Korea’s AI chip push grows, but 2nm robotics claims remain premature
By Axel Miller | 15 Apr 2026
DEEPX is advancing edge AI chips with support from Hyundai, though claims around 2nm robotics processors and large-scale deployment remain unconfirmed.
The 2nm race intensifies as TSMC demand surges and global rivals scale up
By Cygnus | 15 Apr 2026
TSMC leads the AI chip boom with strong demand for advanced nodes, while global players like Intel and Rapidus invest to build alternative semiconductor capacity.
YMTC accelerates China’s memory expansion push with new fab capacity plans and technology upgrades
By Axel Miller | 14 Apr 2026
YMTC is expanding its NAND manufacturing capacity in Wuhan while advancing Xtacking 3D memory technology amid global semiconductor restrictions.
Cyient Semiconductors to acquire stake in Kinetic Technologies, eyes growth in power IC segment
By Axel Miller | 08 Apr 2026
Cyient Semiconductors plans to acquire a stake in Kinetic Technologies to expand its presence in power management chips and strengthen its semiconductor capabilities.
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