Semiconductors

Semiconductors articles from Informachine.

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.

China pushes AI chip self-reliance as U.S. curbs weigh on Nvidia

By Axel Miller | 01 Apr 2026

China is boosting domestic AI chip development as U.S. export curbs limit Nvidia’s reach, reshaping the global semiconductor landscape.

India’s semiconductor market set for strong growth amid policy push: Deloitte

By Cygnus | 18 Mar 2026

India’s semiconductor market is expected to grow strongly, driven by policy support, rising demand, and investments from global and domestic players.

Intel warns of AI chip supply crunch; shares slide 13% on weak Q1 2026 forecast

By Axel Miller | 23 Jan 2026

Intel shares fell 13% after hours after the chipmaker forecast weak Q1 2026 results and warned supply constraints are limiting AI data center chip shipments.

Micron’s $2.75 Billion Gujarat Chip Facility to Start Commercial Operations by End-February

By Cygnus | 23 Jan 2026

Micron’s $2.75 billion Gujarat semiconductor ATMP facility in Sanand is expected to begin commercial operations by end-February 2026, Ashwini Vaishnaw said at Davos.

Surging Memory Chip Prices Dim Outlook for Consumer Electronics Makers

By Axel Miller | 22 Jan 2026

Rising memory chip prices driven by AI server demand are squeezing device makers, raising consumer electronics prices and dimming shipment outlook for 2026.

GlobalWafers Prepares Phase Two Expansion at Texas Wafer Plant, Chairperson Says

By Axel Miller | 21 Jan 2026

GlobalWafers is preparing a phase two expansion at its Texas silicon wafer plant, chairperson Doris Hsu said, as U.S. demand drives supply chain reshoring.

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