TSMC GaN Exit Sparks a New Power-Chip Era—Why VIS and GlobalFoundries Could Be the Real Winners
TSMC is out. VIS and GF are in. GaN is gearing up for its biggest breakout yet as AI servers, EVs, and robots rewrite power-chip demand.
Category Semiconductor News
Latest updates from Semiconductor industry
Apple Q1 FY26 Earnings: How System-Level Strategy Drove $143.8B Revenue
Apple’s Q1 FY26 revenue, 2.5B+ devices, and high-margin services reflect system-level strategy.
Budget 2026: Rs 40,000 Cr ECMS Surge Rockets EMS Stocks—Dixon, Kaynes Hit 7%
Budget 2026 boosts Electronics Component Manufacturing Scheme to Rs 40,000 crore, sending EMS stocks like Dixon, Kaynes, and PG Electroplast up to 7%.
CES 2026 Top 8 AI Chips: Nvidia Rubin and AMD MI400 Set to Dominate 2026
CES 2026 turned into a battleground for AI silicon as Nvidia Rubin, AMD MI400, Intel 18A and Qualcomm X2 reshaped the semiconductor race.
Dixon Technologies Q3 FY26 Results: Profit Jump Masks Smartphone Slowdown — Should Investors Stay Cautious?
Dixon Tech stock surged after Q3 earnings. We analyze profit growth, valuation, analyst targets, risks, and whether Dixon is a buy, hold, or sell today.
Apple Expands India Footprint With First Chennai Global Capability Centre
Apple is opening its first corporate office in Chennai at DLF CyberCity, Porur, strengthening India’s role in its global operations after record-breaking local growth.
Nvidia, Amazon and Microsoft in Talks for $60B OpenAI Investment: What It Means for the Global AI Race
Big Tech eyes a $60B OpenAI deal. Nvidia, Amazon and Microsoft reshape the AI stack—chips, cloud and control. Why it matters now.
Ricursive Raises $300M Series A to Challenge Nvidia’s AI Chip Dominance
Ricursive’s $300M round lights up a new VC rush into Nvidia challengers—turning AI inference chips into the next battlefield.
Apple and Nvidia Look to Intel for 2028 — A Turning Point in Chipmaking?
Apple and Nvidia may outsource some 2028 chip production to Intel amid tariff and geopolitical risks. Can Intel’s 18A and 14A nodes really compete with TSMC?
SK hynix Beats Samsung on Profit in 2025 as HBM Demand Redraws Korea’s Memory Hierarchy
SK hynix smashed records in 2025 by beating Samsung in profitability as AI-driven HBM demand surged—backed by 58% Q4 margins, early HBM4 production, aggressive DRAM expansion, and a bold $10B move into AI systems.
