Latest Semiconductor Market News

The Savana US Small Caps Active ETF (ASX: SVNP) returned 2.21% in July 2026, beating the S&P SmallCap 600 benchmark by 5.44%, despite a sharp sell-off in semiconductor and AI infrastructure stocks. The fund’s disciplined, algorithm-driven approach helped navigate volatile market sentiment.

Sunrise Energy Metals has landed a conditional US$400 million loan commitment from the U.S. Department of War’s Office of Strategic Capital to back its Syerston Scandium Project, while also initiating plans for a U.S. securities listing.

4DS Memory is accelerating commercialisation of its 60nm ReRAM technology in India, aligning with the country’s AUD$25 billion semiconductor investment and targeting mature-node industrial and defence sectors.

Adisyn Ltd has landed a A$14 million placement led by heavyweight institutional investors following two major graphene technology milestones in semiconductors and stealth drone materials.

Nanoveu Limited reported a dramatic revenue increase driven by its strategic acquisition of Embedded A.I. Systems, while losses widened as it invests heavily in semiconductor commercialisation. The company’s recent $7.5 million capital raise aims to fuel its next growth phase.

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.

Australian Silica Quartz Group reports promising high-grade quartz results from its Queensland and Western Australia projects, advancing metallurgical trials toward commercial-grade silicon and crucible quartz production.

Nanoveu Limited has announced the tape-out of its next-generation ECS-DoT 16nm integrated circuit, alongside key collaborations with Arrow Electronics and Semtech, signaling a strong push into the ultra-low-power Edge AI market.

Nanoveu’s subsidiary EMASS has completed the design phase of its cutting-edge 16nm ECS-DoT Edge AI system-on-chip, moving closer to fabrication and silicon validation that could redefine ultra-low-power AI at the edge.

Nanoveu Limited has reported a major leap in drone endurance through its ultra-low-power AI chip technology, alongside advancing its next-generation 16 nm chip towards fabrication and expanding its U.S. sales network.

Weebit Nano has reported a fourfold revenue increase in FY25, driven by a landmark licensing agreement with semiconductor giant onsemi and key automotive-grade qualification for its ReRAM technology.

Nanoveu Limited advances its proprietary 16nm ECS-DoT chip fabrication, targeting completion by Q4 2025, supported by a strategic partnership and expanded engineering teams across multiple continents.