Intel has quietly added support for its high-end Arc Battlemage BMG-G31 GPU in a software update. This move suggests the long-rumored graphics card could finally be nearing launch, potentially at CES 2026.
X-FAB is launching a new platform to speed up silicon carbide chip development. The company claims it can cut planning phases by 6x and get devices to production up to nine months faster. It’s a push to capture more fabless business in the competitive power semiconductor market.
Researchers at UC Santa Barbara have published a new method to improve the core material in micro-LEDs. Their technique reduces defects that sap efficiency, which is a critical hurdle for next-gen displays in augmented reality and beyond.
Apple has restructured its legendary design team. Jony Ive is now Chief Design Officer, while Richard Howarth and Alan Dye take over the daily management of industrial and UI design. The move aims to free Ive for broader creative work.
NVIDIA’s CFO, Colette Kress, recently addressed key industry concerns. She dismissed talk of an AI bubble, downplayed competition from custom ASIC chips, and confirmed the Vera Rubin AI platform is taped out and on schedule for the second half of 2026.
Intel’s CFO is expressing new confidence in the company’s foundry business. He says yields on the critical 18A node are improving predictably and that advanced packaging is attracting strategic customer conversations.
The Commerce Department is injecting up to $150 million into semiconductor startup xLight, making the U.S. government its likely largest shareholder. This marks the second-ever direct equity stake in a private company by Washington, using funds from the 2022 CHIPS Act. The startup, led by CEO Nichol
Samsung and SK Hynix, who control over 70% of global DRAM output, say they won’t rapidly expand production despite a severe shortage. They’re prioritizing long-term profitability, fearing a future oversupply. This means high RAM and GPU prices could persist for years.
SemiLEDs just reported an eight-fold revenue increase for fiscal 2025, jumping from $5.18 million to $43 million. But the celebration might be premature – their gross margins plummeted to just 2% in the final quarter. This looks like growth at any cost, and the cost appears to be profitability.
Nvidia’s impressive Q3 2026 financial results were overshadowed by market skepticism and fraud allegations. The company took the unusual step of sending rebuttal memos to analysts as Michael Burry entered the fray. This accounting dispute could have major implications across the tech sector.
