Shijie Xu

Semiconductor capital equipment includes the sophisticated machinery used to manufacture, process, inspect, test, and package semiconductor devices. As chip architectures become more complex and deman...

SiC Power Semiconductor Market expected to reach USD 50.1 Billion at a CAGR of 30.4% by 2035, Global SiC Power Semiconductor Market Growth by Device, Wafer Size, End User and Region | SiC Power Semico...

SiC Power Semiconductor Market expected to reach USD 50.1 Billion at a CAGR of 30.4% by 2035, Global SiC Power Semiconductor Market Growth by Device, Wafer Size, End User and Region | SiC Power Semico...

As artificial intelligence matures, the security guardrails — and the computer system itself — are changing. This week, the conversation centered around agents going rogue. Better guardrails are needed, many argue, but that hasn’t slowed down the roll out of new AI models from the biggest players in the game. Looking further ahead, John Furrier (pictured left), executive analyst for theCUBE Research, sees AI precipitating a fundamental shift in how enterprises build computer systems. “The semiconductor activity has really shifted,” he said. “The game has changed. The GPU era is over. Now we’re in the systems era … but what’s interesting is all the hubbub about sovereign AI is not just about the countries, France, Canada, that want to have their sovereignty in their nations with data centers. The AI factory, as [Nvidia Corp. CEO Jensen Huang] said, is producing not just tokens and revenue; it’s producing intelligence.” On the latest episode of theCUBE Pod, Furrier and Dave Vellante (pictured, right), chief analyst for theCUBE Research, discussed how agents are reshaping the traditional practices around information technology. They also looked at CoreWeave Inc.’s upcoming event and whether new agents, such as Meta Platforms Inc.’s Muse, are really secure. CoreWeave is...

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Syrma SGS, Avalon Technologies, and ASM Technologies are leading India’s semiconductor stock rally. Here’s the trend and strength behind each move.

Kaynes Technology, CG Power, and MosChip are riding India's semiconductor boom. Here’s a forensic look at the trends and risks behind each stock.

A Huawei revelou o Kirin 9050 Pro, o novo processador que equipa o Mate XT 2 e fez um anúncio que vai muito além das especificações técnicas. Este chip foi desenvolvido sem qualquer componente ou tecnologia de origem americana, uma declaração com implicações significativas para a indústria de semico

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NAND Flash Memory and DRAM Market size was valued at USD 139.73 billion in 2024 to USD 213.

The global 77GHz mmWave (millimeter-wave) radar chip market is projected to grow significantly in 2024 to US559,400 million and by 2032 to USー184,800 million.According to the latest report from Semico...

Semiconductor Wafer Bonding Equipment Market is experiencing a pronounced acceleration as advanced packaging, heterogeneous integration, and 3D‑IC technologies gain momentum across the semiconductor e...

Semiconductor Packaging Cleaning Agents market is witnessing accelerated expansion as semiconductor manufacturers increasingly adopt advanced packaging architectures that demand ever‑higher levels of ...

Semiconductor Fine Ceramics Market, valued at a robust USD 2,667 million in 2024, is on a trajectory of significant expansion, projected to reach USD 4,903 million by 2032. This growth, representing a...

Semiconductor Front-End Equipment Market, valued at a robust US$ 97.07 billion in 2024, is on a trajectory of significant expansion, projected to reach US$ 154.

Semiconductor Valves and Fittings Market was valued at approximately USD 2.96 billion in 2024 Challenges: Stringent Quality Requirements and Supply Chain Complexity Despite favorable growth prospects,...

Wafer transfer robots perform one of the most operationally sensitive tasks inside semiconductor manufacturing: moving wafers between processing equipment, load ports, chambers, and storage environmen...

The measures are still in early stages and would be rolled out gradually, according to Politico

Semiconductor Back-End Process Equipment Market is poised for a sustained expansion trajectory as the semiconductor ecosystem advances toward heterogeneous integration, chiplet architectures, and ultr...

Semiconductor wafer handling systems are critical automation solutions used to transport, sort, align, load, and transfer semiconductor wafers throughout fabrication, inspection, testing, and packagin...

Semiconductor Process Components Market, valued at a substantial USD 12.67 billion in 2024, is positioned for robust expansion, projected to reach USD 21.

Semiconductor Structural Components Market, valued at US$ 3.47 billion in 2024, is poised for substantial growth, projected to reach US$ 5.