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Tesla's Terafab takes shape in Texas with $16.8bn first phase; Memory engineering hiring signals DRAM push

India, Aug. 11 -- Elon Musk's semiconductor ambitions are beginning to take shape as new details of the Terafab project emerge. According to Reuters and Houston Chronicle, the first phase will requir... Read More


Arm's AI data center business is surging-and, Nvidia is helping it happen

India, Aug. 11 -- I originally developed this analysis on June 2, nearly two months before Arm Holdings reported its latest quarterly results. My thesis was that Arm was evolving from the architecture... Read More


NVIDIA partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR

India, Aug. 11 -- NVIDIA has announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize ove... Read More


Sony Semiconductor Solutions and TSMC to establish JV for next-gen image sensors

India, Aug. 11 -- Sony Semiconductor Solutions Corp. and Taiwan Semiconductor Manufacturing Co. Ltd have announced the execution of a legally binding definitive agreement for the establishment of Adva... Read More


18 Chinese enterprises accelerate positions in glass core substrate market

India, Aug. 11 -- Global tech giants are accelerating their investments in glass-based advanced packaging. Intel recently entered a strategic partnership with Lens Technology to address bottlenecks o... Read More


China Is building a chip-equipment industry without Applied Materials

India, Aug. 11 -- The longer-term risk is that domestic lithography completes an equipment supply chain already shifting deposition, etch, cleaning, and CMP orders to Chinese suppliers - and CXMT's ow... Read More


SUSE links digital sovereignty to India's AI Infrastructure shift

India, Aug. 11 -- SUSE is positioning open source infrastructure and digital sovereignty as key considerations for Indian enterprises moving artificial intelligence (AI) workloads from experimentation... Read More


Intel completes RAMP-C program, accelerating momentum for secure enclave

India, Aug. 11 -- Intel Foundry has completed the Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) program. Launched in September 2021, the program supported development of domestic, le... Read More


Capacity rationalization by Taiwan's two panel giants to reshape TV, monitor, and notebook panel supply by 2028

India, Aug. 11 -- Taiwan's leading display manufacturers are accelerating factory divestments as they shift away from competing on production scale toward a strategy focused on high-value-added produc... Read More


NXP Trimension UWB powers BMW Group's Digital Key Plus and presence detection

India, Aug. 11 -- NXP Semiconductors N.V. announced that its Trimension NCJ29D6 family will be deployed in the BMW Group's fleet, starting with selected 2026 vehicle programs. Part of the industry's ... Read More