Latest Semiconductor Manufacturing News

Marlin Global's portfolio delivered a 2.0% gross return in Q2 2026, driven by rebounds in ICON and semiconductor holdings, but lagged a strong US market rally led by AI and chip stocks.

Brazilian Rare Earths (ASX: BRE) reports standout drill results with 1.3m at 10.9% TREO including 5.8% Y2O3, expanding its Monte Alto District rare earth footprint in Bahia, Brazil.

OD6 Metals has transformed its portfolio with the acquisition and rapid expansion of the Quinn Fluorspar Project in Nevada, revealing extensive high-grade mineralisation and advancing metallurgical and permitting work.

Blue Star Helium has dispatched its first helium production tube trailer from its Pinon Canyon Plant, marking a key milestone as the facility ramps up output and secures a new fixed-price offtake deal.

OD6 Metals has unveiled exceptional high-grade fluorspar channel sampling results at its Horseshoe Prospect, pointing to a substantial near-surface deposit with grades averaging above 64% CaF2 and widths up to 50 metres.

ABx Group has released an economic assessment showing its ALCORE process can produce hydrogen fluoride at significantly lower costs than traditional fluorspar methods, potentially reshaping Australia's fluorine chemical supply chain.

Sparc Technologies has unveiled SparcESTM, a graphene additive range designed for electrostatic and conductive coatings, aiming to disrupt a $1.65 billion market driven by data centres, semiconductors, and EV battery manufacturing.

Bankers Investment Trust reported a 3.7% NAV total return for the half-year to April 2026, outpacing the FTSE World Index, while declaring a 3.1% dividend increase. Fund manager Alex Crooke announced retirement, with Richard Clode set to take the helm.

Sprintex has landed a three-year exclusive distribution agreement in Taiwan with Shing Yu, including a paid trial at TSMC’s wastewater facilities aiming to cut energy use by half.

Western Australia's State Government has backed VRX Silica's land swap proposal at Muchea, unlocking access to a significantly larger high-grade silica sand resource with lower environmental impact and paving the way for downstream glass manufacturing.

West Cobar Metals (ASX: WC1) has struck a deal to acquire the Baxter Fluorspar Project in Nevada, a site with a rich history of premium acid-grade fluorspar production. Backed by a $1.05 million placement, the acquisition positions WC1 within a critical US supply chain for fluorspar, a mineral vital for semiconductor and defence industries.

American West Metals has struck a significant continuous 108.4m interval of high-grade indium mineralisation at its West Desert Project, expanding the known resource and confirming a large-scale skarn system with zinc, gold, silver, and copper by-products.