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At the AI Infra Summit 2025 was a panel conversation that captured the semiconductor industry’s anxieties and hopes. The session, titled “The Impact of AI on Semiconductor Startups,” examined how artificial intelligence is transforming not just what chips can do, but how we design them.
The backdrop is stark. Developing a leading-edge… Read More
Key Takeaways
- Diamond Quanta is bringing diamond out of the lab and into manufacturable devices today — converting decades of promise into practical impact for semiconductors, optics, and quantum. What was once thought ‘unavailable’ is becoming inevitable.
- The company’s platform centers on proprietary doping and annealing
…
Read More
The Future Horizons Industry Update Webinar, presented today by Malcolm Penn, provides a comprehensive analysis of the semiconductor industry’s current state and future trajectory. Founded in 1989, Future Horizons leverages over 300 man-years of experience, emphasizing impartial insights from facts (e.g., IMF … Read More
Today Alchip Technologies, a Taipei-based leader in high-performance and AI computing ASICs, announced a significant milestone with the successful tape-out of its 3D IC test chip. This achievement not only validates Alchip’s advanced 3D IC ecosystem but also positions the company as a frontrunner in the rapidly evolving field… Read More
– AMAT has OK Q but horrible guide as China & Leading edge drop
– China finally chokes on indigestion & export issues -$500M hit
– TSMC trims on fab timing causing leading edge to slow -$500M hit
– Cycle which had slowed to single digits has rolled over to negative
AMAT guides down for big miss on Q4
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The global semiconductor market in 2Q 2025 was $180 billion, up 7.8% from 1Q 2025 and up 19.6% from 2Q 2024, according to WSTS. 2Q 2025 marked the sixth consecutive quarter with year-to-year growth of over 18%.
The table below shows the top twenty semiconductor companies by revenue. The list includes companies which sell devices… Read More
According to a recent Samtec whitepaper, in high-data-rate (HDR) architectures, where signals traverse tens to hundreds of gigabits per second, “cable management” isn’t a housekeeping chore, it’s a first-order design variable. The mechanical path a cable takes directly influences channel loss, crosstalk, reliability,
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The EDA (Electronic Design Automation) and semiconductor industries are experiencing a transformative shift—one that’s being powered by the rise of Agentic AI. If you attended this year’s SNUG, CDNLive, and/or DAC 2025, you couldn’t miss it: agentic AI was the hot topic, dominating keynotes, demos, and booth conversations… Read More
– Lam put up good numbers but H2 outlook was flat with unknown 2026
– China remains high & exposed at 35% of biz while US is a measly 6%
– Unclear if this is peak, pause, digestion, technology or normal cycle
– Coupled with ASML soft outlook & stock run ups means profit taking
Nice quarter but expected
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Read More
As the demand for high-capacity, low-latency wireless networks explodes across residential, enterprise, and industrial environments, a Canadian innovator is quietly reshaping the way Wi-Fi works—from the silicon up. Edgewater Wireless (TSXV:YFI/OTC:KPIFF), headquartered in Ottawa, is pioneering a transformative… Read More
Quantum Advantage is About the Algorithm, not the Computer