Industry Insights

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Global Semiconductor Trends

Semiconductors in the AI era: more value, not more silicon

Photonics and Lighting

Driving the future of optical connectivity, AI infrastructure and advanced display technologies

Computing and Software

AI, auto, and advanced packaging: the semiconductor industry’s next data-driven era

Sensing and Actuating

Sensing, imaging, and RF: the three pillar technologies serving “physical AI”

Computing and Software

IC-Link by imec expands collaboration with TSMC to accelerate customer access to advanced-node chip design infrastructure and support

Computing and Software

SiPearl delivers the first Rhea1 CPUs to Bull for integration into JUPITER,

Sensing and Actuating

sensiBel and X-Celeprint Partner for High-Volume Optical MEMS Microphone Production

Compound Semiconductor

EigenQ Secures $45 Million Financing Ahead of Planned Listing

GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity

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Compound Semiconductor

IBM’s Anderon lands $1B CHIPS award for US quantum wafer foundry

Memory

Infineon enters into agreement to sell NOR Flash and F-RAM business to Winbond and sharpens focus on core growth areas

Imaging

STMicroelectronics introduces automotive image sensor to help scale affordable in-cabin sensing

Photonics and Lighting

Ayar Labs Expands 2026 Funding to $650 Million to Scale Manufacturing-Ready CPO for AI Scale-Up Beyond the Rack

Compound Semiconductor

Sparrow Quantum Sets Record With 500 Million Usable Photons Per Second

Compound Semiconductor

NEC Halts Development of Quantum Computer Hardware

Compound Semiconductor

Quobly and Orange Quantum Systems Partner on Silicon Spin Qubit Testing

Compound Semiconductor

Quantum Foundry Copenhagen Plans 5,300-Square-Meter Chip Facility

Semiconductor Equipment

Gigaphoton to Showcase Its Technologies at SPIE Photomask Technology + EUV Lithography

Computing and Software

Tesla starts Cybercab rides in Austin, drawing US safety agency interest

Computing and Software

Ambarella and Macnica Enter a Long-Term Strategic Distribution Agreement to Accelerate Edge AI Infrastructure and Physical AI Adoption