As artificial intelligence reshapes computing, power efficiency emerges as the unsung hero. Infineon’s leadership position signals a fundamental shift in semiconductor priorities that could redefine the industry.
Qualcomm is making its largest data center AI infrastructure play yet with a 200MW deployment in Saudi Arabia. The partnership with HUMAIN AI represents a fundamental shift in the company’s strategic positioning beyond mobile and edge computing.
AMD’s next-generation EPYC “Turin” processors are demonstrating performance improvements on the upcoming Linux 6.18 kernel. These gains highlight the critical relationship between hardware and software optimization in the competitive server market.
Malta’s semiconductor sector generates €1bn in exports and aims to evolve from manufacturing hub to innovation ecosystem. But can this Mediterranean nation compete globally amid talent shortages and fierce competition?
Semiconductor equipment giant Applied Materials has initiated layoffs affecting approximately 1,444 employees worldwide. The restructuring comes as the company faces revenue pressures from expanded U.S. export controls and seeks to build “high-velocity, high-productivity teams.”
Applied Materials, a leading supplier to the semiconductor industry, has reportedly begun notifying employees worldwide about a significant workforce reduction affecting approximately 4% of its global staff. According to company filings, the layoffs impact employees “across all levels and groups” and began implementation on Thursday.
An unannounced Intel Core Ultra 7 270K Plus processor has appeared in benchmark listings, showing significant performance improvements over existing models. The leak suggests Intel may be preparing a refresh of its Arrow Lake desktop processors with enhanced memory capabilities.
Intel appears to be testing an enhanced version of its Arrow Lake desktop processor, according to recent benchmark listings that have surfaced online. The previously unannounced Core Ultra 7 270K Plus was spotted in a Geekbench database entry, revealing performance metrics that suggest Intel may be refining its current-generation architecture rather than immediately transitioning to next-generation designs.
Samsung’s Galaxy S26 lineup could miss its traditional January launch window, with reports suggesting delays until February or March 2026. The postponement appears linked to development hurdles with the new Exynos 2600 chip and internal strategy adjustments.
Samsung’s flagship Galaxy S26 series may break from tradition with a delayed global release, according to multiple industry sources. While the Galaxy S25 series debuted worldwide in January 2025 as expected, the upcoming Galaxy S26 lineup could shift to a later launch window, potentially disrupting Samsung’s established product cycle.
Slower Semiconductor Recovery Tempered by Broader Economic Uncertainty Texas Instruments has delivered a sobering assessment of the semiconductor industry’s recovery…
AI Inference Workloads Reshape Storage Requirements As artificial intelligence deployments mature, cloud providers and data centers are experiencing a significant…
ASML Holding NV has seen its stock price rally approximately 50% from early August levels, fueled by strong quarterly results and sustained AI-related semiconductor demand. The company’s exclusive position in supplying extreme ultraviolet lithography machines makes it a critical enabler in the advanced chip manufacturing ecosystem. However, export restrictions to China pose significant future challenges.
ASML Holding NV (NASDAQ:ASML), the Dutch semiconductor equipment manufacturer, has reportedly witnessed its stock surge by nearly 50% since early August, with an 8% gain in the past week alone, according to financial analysis. This impressive rally comes after a period of market uncertainty and appears to be driven by renewed optimism about the semiconductor cycle, robust quarterly performance, and persistent demand for artificial intelligence chips. Sources indicate that ASML’s unique role as the sole supplier of extreme ultraviolet (EUV) lithography technology positions it as an essential contributor to the ongoing AI and computing revolution.
