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Category: Semiconductors

Intel’s Big Battlemage GPU Gets a Sneaky Software Nod
HardwareSemiconductorsTechnology

Intel’s Big Battlemage GPU Gets a Sneaky Software Nod

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.

by Marcus LinfieldDecember 6, 2025
X-FAB’s New SiC Platform Promises 9-Month Faster Production
HardwareManufacturingSemiconductors

X-FAB’s New SiC Platform Promises 9-Month Faster Production

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.

by Marcus LinfieldDecember 5, 2025
A New Epitaxial Trick Could Make Your Future Micro-LEDs Brighter
HardwareManufacturingSemiconductors

A New Epitaxial Trick Could Make Your Future Micro-LEDs Brighter

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.

by Noah VanceDecember 4, 2025
Jony Ive Steps Back From Day-to-Day at Apple, But Is He Really?
PolicySemiconductorsTechnology

Jony Ive Steps Back From Day-to-Day at Apple, But Is He Really?

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.

by Darren HoltDecember 4, 2025
NVIDIA’s CFO Dismisses AI Bubble Fears, Says ASICs Can’t Compete
AIHardwareSemiconductors

NVIDIA’s CFO Dismisses AI Bubble Fears, Says ASICs Can’t Compete

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.

by Darren HoltDecember 4, 2025
Intel’s CFO Says Its Foundry Business Is Finally Gaining Momentum
HardwareManufacturingSemiconductors

Intel’s CFO Says Its Foundry Business Is Finally Gaining Momentum

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.

by Marcus LinfieldDecember 4, 2025
Uncle Sam Bets $150M on a Chip Startup. Silicon Valley Cringes.
BusinessInnovationSemiconductors

Uncle Sam Bets $150M on a Chip Startup. Silicon Valley Cringes.

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

by Darren HoltDecember 2, 2025
Samsung and SK Hynix Won’t Ramp Up DRAM Production, Shortages Until 2028
HardwareManufacturingSemiconductors

Samsung and SK Hynix Won’t Ramp Up DRAM Production, Shortages Until 2028

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.

by Marcus LinfieldDecember 1, 2025
SemiLEDs’ wild year: 8x revenue growth despite brutal margins
BusinessManufacturingSemiconductors

SemiLEDs’ wild year: 8x revenue growth despite brutal margins

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.

by Darren HoltNovember 28, 2025
Nvidia’s Financial Triumph Turns Suspicious
AISemiconductorsTechnology

Nvidia’s Financial Triumph Turns Suspicious

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.

by Noah VanceNovember 27, 2025

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