Tech • AI • Robotics
50 articles analyzed by AI / 154 total
The Semiconductor Industry Association reported a 35.1% surge in global semiconductor sales from Q1 to Q2 2026, signaling robust demand growth worldwide as of August 2026.
SpaceX announced plans to build a $16.8 billion semiconductor manufacturing plant in Grimes County, Texas, aiming to diversify beyond aerospace and significantly boost U.S. chip production capacity.
The U.S. government committed $874 million through the CHIPS Act to strengthen domestic semiconductor supply chains and promote onshore manufacturing to reduce foreign dependencies.
KraneShares’ China Semiconductor ETF (KSTR) has become the only UCITS ETF with direct ownership of Chinese memory chip manufacturer CXMT, highlighting distinctive investment positioning in Chinese semiconductor stocks.
Sivers Semiconductors secured funding for its production expansion, enabling the company to increase manufacturing capacity and support anticipated higher demand in the semiconductor sector.
Chinese memory chip maker CXMT is reportedly planning a second 12-inch DRAM fabrication plant in Beijing, increasing its manufacturing footprint alongside existing Shanghai and Hefei facilities.
AI chip maker Nova surpassed $250 million in quarterly revenue for the first time in 2026, fueled by accelerating demand for artificial intelligence related semiconductor products.
Taiwan Semiconductor Manufacturing Company (TSMC) raised its 2026 revenue and growth outlook due to increased AI-related chip demand, reflecting strong market optimism as of mid-2026.
Air Liquide invested $150 million to establish a semiconductor gas production plant in Idaho, expanding its capacity to supply essential gases critical for semiconductor manufacturing.
AMD acquired AI chip startup Taalas to enhance its artificial intelligence inference capabilities, positioning Taalas chips as likely accelerators for large language model decoding.