Latest Semiconductor Industry News

BluGlass Limited reported a 14% revenue increase to A$5.76 million and a 28% reduction in net loss to A$4.1 million for H1 FY26, bolstered by a key US Department of War contract extension and a refreshed board driving growth.

Nimy Resources has dispatched its first shipment of high-grade gallium mineralised test material from Western Australia to the United States, marking a key step in developing a secure Western supply chain for this critical mineral. The collaboration with M2i Global aims to identify optimal processing routes to support U.S. defence and semiconductor industries.

Adisyn Ltd has appointed Arye Kohavi, CEO of 2D Generation, as its new Managing Director to spearhead its semiconductor technology strategy following a strategic review and recent acquisition.

Mount Ridley Mines has reported maiden JORC mineral resource estimates for scandium and gallium at its Mount Ridley Project, significantly boosting its critical minerals portfolio and consolidating tenure across a 70-kilometre strike.

Weebit Nano has landed its largest customer yet with Texas Instruments licensing its ReRAM technology, while achieving key technical milestones and doubling its revenue guidance for FY26.

Alpha HPA Limited reports strong progress on its HPA First Project Stage 2 construction and secures binding supply contracts for 2026 in the booming semiconductor sector, while launching a $225 million equity raise to fund expansion.

Alpha HPA Limited has raised A$225 million in a fully underwritten placement to fund the commercialisation of Stage 2 of its High Purity Alumina project, with strong backing from the National Reconstruction Fund Corporation. This capital injection positions the company to become the world’s largest single-site HPA manufacturer, supporting critical semiconductor supply chains.

4DS Memory Limited reports steady progress in its strategic review focused on AI-related opportunities, alongside significant cost reductions and a solid cash position of $8.8 million at the end of December 2025.

Adisyn Ltd has achieved a critical milestone in its pioneering low-temperature graphene deposition technology, validated by an independent expert, positioning the company for potential semiconductor industry integration.

Stellar Resources has reported significant progress in its December quarter, advancing the Heemskirk Tin Project through robust drilling results and metallurgical studies, supported by a $9.5 million capital raise.

Adisyn Ltd has completed a strategic review, deciding to boost investment in its graphene-based semiconductor arm while exploring options to unlock value from its managed IT services business.

Southern Cross Gold Consolidated has reported significant high-grade drill results from its Sunday Creek Gold-Antimony Project, including a new mineralized zone and confirmation of robust mineralization at depth. These findings reinforce the project’s strategic value amid tightening global antimony supply.