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AI WAFERS
French chip materials maker Soitec locks customers into multi-year deals as AI wafer demand surgesDemand for silicon photonics has surged as hyperscalers increasingly use optical connections to move data inside AI infrastructure, where c...- In 2025, First Solar began production at a 2.4-million-square-foot Louisiana plant. 1 year later, it can turn raw glass into 12 finished panels every minuteA massive Louisiana solar panel factory operates independently of new import tariffs. This plant produces panels using a unique cadmium tel...
- India's semiconductor market seen reaching $155 billion by CY31, share of global consumption to rise to 9%: ReportIndia's semiconductor market is projected to reach USD 155 billion by CY31, implying a compound annual growth rate (CAGR) of 20 per cent an...
- Samsung hikes chipmaking prices by up to 15% on demand spikeDemand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US custome...
- Cerebras Stock Outlook: Can CBRS extend its rally?Cerebras shares surged 15% amid strong AI infrastructure demand, rapid cloud revenue growth and its major OpenAI partnership. Despite bulli...
- Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...
- Treat, not trick, data centre waterIndia faces a significant potable water shortfall while treating only a fraction of its sewage. Treated sewage, currently discharged into w...
- Samsung hires two AI experts to boost AI adoption in chip businessThe South Korean electronics giant is increasingly utilising AI across its semiconductor business to shorten development cycles, improve ma...
- Chinese chipmaker SMIC increases prices on strong AI demandCo-CEO Zhao Haijun said on an earnings call that SMIC raised prices following negotiations with customers in the first quarter, and that it...
- Intel shares drop 5% after announcing $15 billion offering to support AI growthIntel shares fell over 5% after the semiconductor giant announced a $15 billion common stock offering to fund capital needs and support AI-...
- Tata Electronics to rejig cybersecurity, taps Adani executive Mehta to rebuild trustMayur Mehta, who had been serving as vice president, cybersecurity, at Adani Enterprises from October 2025, has taken on the role at a time...
- CXMT plans second chip plant in Beijing and is in talks on its funding, sources sayChina's largest chipmaker CXMT is planning a new memory-chip plant in Beijing. This facility would be built in the Yizhuang area where anot...
- Qualcomm shares fall 5% as higher costs, Apple-related weakness cloud profit forecastQualcomm's stock has seen a notable drop following its alert about escalating memory costs. Increased expenditures and rising prices are ex...
- Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerateShares of the company were down more than 4% in extended trading on Wednesday, while Apple shares were flat.
- China is throwing a 1-2-3 punch at the global AI tradeIn quick succession, China has thrown a powerful 1-2-3 punch at the global AI trade. On July 16, Beijing-based startup Moonshot AI released...
- A machine made by China sends shockwaves in the chip industryChina has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step...
- Explained: The $400 million ASML 'printers' key for the AI chip boomAdvances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which mak...
- More layoffs at Krutrim; PhonePe vs PaytmHappy Tuesday! Ola’s AI startup Krutrim has conducted another round of layoffs, sources told us. This and more in today’s ETtech Morning Di...
- Memory giant Micron picks L&T for $2.75 billion Sanand plant phase-2Micron has also onboarded Singapore-based Meinhardt, which also worked on phase one, to handle the design of the project, while Turner Inte...
- Chipmaker IQE raises annual sales growth forecast on AI, data centre demandIQE has raised its full-year revenue growth forecast significantly. IQE upgraded its 2026 revenue growth forecast to above 30%, from 20% pr...
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