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Category: Semiconductors

Intel Stock Just Took a 7.4% Hit. What’s Next?
BusinessSemiconductorsTechnology

Intel Stock Just Took a 7.4% Hit. What’s Next?

Intel’s stock dropped a sharp 7.4% in a single trading session, sparking fresh investor anxiety. The focus is now on the company’s networking division and how the stock might hold up in a broader market downturn.

by Leo RenshawDecember 8, 2025
Apple’s Chip Boss Johny Srouji Says He’s Staying Put
HardwareSemiconductorsTechnology

Apple’s Chip Boss Johny Srouji Says He’s Staying Put

In a leaked meeting, Apple’s head of hardware technologies Johny Srouji shut down rumors of his departure. This comes after a report over the weekend suggested he was looking to leave, and during a week where Apple lost four other key executives.

by Darren HoltDecember 8, 2025
Samsung’s Exynos 2600 is a big promise for the Galaxy S26
HardwareManufacturingSemiconductors

Samsung’s Exynos 2600 is a big promise for the Galaxy S26

Samsung has formally confirmed its next flagship processor, the Exynos 2600. It’s being pitched as the long-awaited fix for the Exynos line, with a new on-chip heatsink to tackle throttling.

by Darren HoltDecember 4, 2025
Samsung’s Exynos 2600 is coming back. Can it win us over?
HardwareManufacturingSemiconductors

Samsung’s Exynos 2600 is coming back. Can it win us over?

Samsung has officially teased its Exynos 2600 chipset, which is expected to power at least some Galaxy S26 models. The company admits it “listened” to past feedback on overheating and performance. We’ll find out if it delivers in January.

by Mason DraytonDecember 4, 2025
Nvidia’s $2B Synopsys Bet is a GPU Land Grab
AISemiconductorsTechnology

Nvidia’s $2B Synopsys Bet is a GPU Land Grab

Nvidia is investing $2 billion in electronic design automation giant Synopsys. The deal aims to deeply integrate Nvidia’s GPUs and AI software into Synopsys’s tools, promising massive speedups for engineers. It’s a strategic move to own the foundational tech behind everything from semiconductors to

by Darren HoltDecember 1, 2025
German Team Breaks Through With 200mm N-Polar GaN Transistors
ManufacturingSemiconductorsTechnology

German Team Breaks Through With 200mm N-Polar GaN Transistors

Researchers have successfully fabricated nitrogen-polar gallium nitride transistors on 200mm sapphire substrates, doubling the previous size limit. This breakthrough could lead to more cost-effective production of high-frequency devices. The team achieved frequencies up to 26GHz with improved carrie

by Darren HoltNovember 27, 2025
French Startup NcodiN Raises €16M to Break AI’s “Copper Wall”
HardwareSemiconductorsStartups

French Startup NcodiN Raises €16M to Break AI’s “Copper Wall”

NcodiN is developing optical interposers with integrated nanolasers to overcome electrical interconnect limitations in AI systems. The funding will accelerate industrialization and help establish a Silicon Valley presence.

by Leo RenshawNovember 26, 2025
AI Chip Packaging Market Set to Explode to $53 Billion
AISemiconductorsTechnology

AI Chip Packaging Market Set to Explode to $53 Billion

The advanced packaging market for data center AI chips is projected to grow at a staggering 45.5% CAGR through 2030. Taiwan is expected to maintain 70% market share despite global competition. New packaging technologies will drive this unprecedented expansion.

by Darren HoltNovember 26, 2025
TSMC Sues Former Exec Over Intel Trade Secret Claims
BusinessSemiconductorsTechnology

TSMC Sues Former Exec Over Intel Trade Secret Claims

TSMC has filed a lawsuit against former senior vice president Wei-Jen Lo, accusing him of leaking confidential information to Intel. The chipmaker’s stock dropped over 3% following the announcement, while Intel shares also declined 1.5%.

by Mason DraytonNovember 25, 2025
Nvidia Fires Back at Michael Burry’s AI Bubble Claims
AISemiconductorsTechnology

Nvidia Fires Back at Michael Burry’s AI Bubble Claims

Nvidia has issued a formal rebuttal to Michael Burry’s claims that the company’s stock-based compensation has reduced owner’s earnings by 50%. The memo directly addresses Burry’s skepticism about the AI boom’s sustainability and comparisons to historical accounting frauds.

by Darren HoltNovember 25, 2025

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