As agentic AI puts CPUs back in the spotlight, Arm is sharpening its focus on the emerging opportunity. Following the March debut of its Arm AGI CPU, designed for agentic AI workloads, the company shared its outlook on evolving market demand at the OCP Global Summit 2026. Here are the key takeawa...

As the AI chip boom fuels aggressive capacity expansion across the semiconductor industry, ASML raised the lower end of its 2026 revenue guidance to €44 billion–€45 billion after posting record third-quarter sales, according to Investing.com. Yet the bigger takeaway from its latest earnings ca...

AI-driven demand is translating into substantial semiconductor manufacturing investments, fueling growth in equipment spending, fab construction, and production capacity worldwide. At SEMICON West 2026, SEMI Senior Director Clark Tseng noted that the industry is expected to maintain strong expansion...

Fresh off praising China’s rapid progress in LPDDR5 and LPDDR6 manufacturing, Elon Musk has turned his attention to memory pricing. In an October 14 post on X, Musk singled out Micron for praise, saying the U.S. memory giant “has been reasonable regarding future memory prices, while others have ...

CanSemi Technology Inc. made its debut on the ChiNext board of the Shenzhen Stock Exchange on October 13, with an IPO price of CNY 12.01 per share. Shares opened at CNY 45, up 274.69%, valuing the company at approximately CNY 129.5 billion. Founded in 2017 in Guangzhou's Huangpu District, CanSemi...