AMD just posted its third quarter 2025 results with revenue jumping 36% to $9.2 billion. The chipmaker’s data center business hit $4 billion while client and gaming segments delivered another $4 billion combined. Despite the strong numbers, AMD’s stock dipped as investors expected even more from its
MACOM has locked down an exclusive license to manufacture products using HRL Laboratories’ proprietary 40nm T3L gallium nitride-on-silicon carbide process. The technology was developed through multiple defense programs including DARPA’s DREaM initiative. This deal represents a major shift of advance
AMD has officially confirmed its Zen 6 architecture roadmap for both server and consumer markets. The announcement reveals critical timing details and strategic implications that will impact the entire computing industry.
A startup plans to manufacture semiconductors in space using SpaceX rockets, claiming space vacuum offers superior purity. But the technical and economic realities suggest this ambitious vision faces astronomical challenges.
Nvidia is making a massive strategic bet on South Korea’s AI future with a 260,000 GPU deployment. The partnership spans government infrastructure, semiconductor manufacturing, and automotive innovation in a move that could reshape Asia’s AI landscape.
IVWorks has become the first company worldwide to commercialize 8-inch InGaN/GaN nanowire epiwafers. This breakthrough technology serves as the foundation for artificial photosynthesis panels that produce hydrogen using only sunlight and water.
The AI boom’s insatiable appetite for High Bandwidth Memory is creating a domino effect across the memory market. Smartphone manufacturers face a perfect storm of constrained LPDDR5X supply and rising production costs that could translate to higher consumer prices.
A new chip startup backed by Peter Thiel and In-Q-Tel is attempting to vertically integrate semiconductor manufacturing. Substrate’s ambitious plan faces skepticism from industry experts who question whether this approach is sustainable in today’s complex chip ecosystem.
A specialist foundry has placed multiple orders with Veeco for advanced wet processing and lithography systems scheduled for 2026 delivery. This strategic investment targets next-generation AI, automotive, and silicon photonics applications through enhanced packaging capabilities.
The US-China trade truce triggered immediate market reactions, but deeper structural issues remain unresolved. Semiconductor stocks rallied while safe havens retreated, but the underlying technological competition continues.
