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Wednesday 25 February 2026
India's Kaynes Semicon deepens ties with Synopsys in push toward advanced packaging
Kaynes Semicon, the semiconductor assembly and test arm of Kaynes Technology India Ltd., has adopted engineering simulation software from Synopsys to strengthen its outsourced semiconductor...
Wednesday 25 February 2026
AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...
Wednesday 25 February 2026
US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos
The US Department of Commerce has announced preliminary affirmative determinations in its countervailing duty investigations into crystalline silicon photovoltaic cells from India,...
Wednesday 25 February 2026
Next in line to challenge Nvidia: Taalas hardwires Llama into silicon, claims 17,000 tokens per second
Toronto-based AI chip startup Taalas says it can hardwire a large language model directly into silicon to accelerate inference beyond what conventional GPUs can deliver. Founded in...
Tuesday 17 February 2026
Intel India makes key contributions to Panther Lake, leads reference design and validation
Intel's India engineering center made significant contributions to the recently launched Panther Lake client platform in the areas like x86 core, platform design, post-silicon validation,...
Friday 13 February 2026
QuiX Quantum, Artilux target data center integration with energy-efficient photonic quantum systems

Netherlands-based photonic quantum computing hardware company QuiX Quantum B.V. and germanium silicon (GeSi) photonics specialist Artilux...

Thursday 12 February 2026
Tower Semiconductor revamps strategy after Intel deal collapses
Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...
Thursday 12 February 2026
GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the "insatiable" demand for AI...

Thursday 12 February 2026
SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
Thursday 12 February 2026
Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
Tuesday 10 February 2026
India does the heavy lifting: RISC-V moves into cars and factories
RISC-V is gaining commercial traction in automotive and industrial electronics, though its adoption remains constrained by execution risk and uneven ecosystem maturity, according to...
Monday 9 February 2026
Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning...

Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Friday 6 February 2026
Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...