Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning in 2026, driven by continued expansion in IoTRAM demand and a rapid ramp-up of its Stack Silicon Capacitor (S-SiCap) product line for AI advanced packaging.
Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move that could break System LSI's long-standing exclusive hold on the business.
LG Electronics plans to develop premium, midrange and entry-level on-device AI chips for products ranging from refrigerators and washing machines to smart-home hubs and service robots, according to ETNews.
SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.
AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move aimed at improving the efficiency of AI systems worldwide. The deal could help AMD compete in a rapidly growing market where companies need faster, lower-cost computing for real-time applications.
On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.
Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed interface chip designer remains confident about demand going forward. For global readers, the takeaway is that rising memory prices are reshaping notebook and PC supply chains, yet AI-driven upgrades could still support growth ahead.
Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead with a plan first reported in April as the startup responds to a shortage of processors needed to run and develop more advanced AI systems.
AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate of more than US$120 billion three months earlier, as the company sees agentic artificial intelligence (AI) creating a new class of CPU-intensive workloads.
Huawei is arguing that the next phase of semiconductor performance will depend less on transistor shrinkage and more on system architecture, faster data movement and tighter coordination between chips, software and AI models.
AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct revenue may be too conservative, telling analysts that the data center AI figure was "probably too low."
Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the discussion centered on its accelerating AI data center business, capacity utilization, and how the company is managing rising input costs.
China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements, stronger enforcement measures and clearer commercialization rules as Beijing steps up efforts to strengthen its domestic semiconductor industry amid ongoing US technology restrictions.
