Latest Semiconductor Sector 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.

Marlin Global delivered a robust 3.1% gross portfolio return in July 2026, significantly outpacing its benchmark which fell 3.6%, thanks to strategic semiconductor underweighting and strong gains in tech giants Microsoft, Dexcom, and Amazon.

Impact Minerals reports ultra-low uranium and thorium levels in Lake Hope high purity alumina, with three of four samples exceeding 99.99% purity. The results meet semiconductor industry standards without dedicated radionuclide removal steps, supporting ongoing pilot optimisation.

Southern Cross Gold’s latest drill results from Sunday Creek reveal a 481-metre continuous gold zone connecting the Christina prospect to Golden Dyke and extending into Rising Sun, including multiple high-grade hits up to 496 g/t gold.

Alpha HPA Limited progresses construction of its flagship Stage 2 facility on schedule and budget, while product demand surges across semiconductor and battery sectors, with forecasts exceeding 50,000 tonnes per annum.

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.

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.

Mount Ridley Mines has confirmed that high-grade scandium mineralisation at its Grass Patch Complex extends beyond the current Block 1 resource in all directions, based on re-assays of 481 historical drill samples. This expansion supports a resource upgrade and highlights the project's strategic importance amid tightening global scandium supply.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.

Archer Materials is progressing toward demonstrating a working qubit this year while scaling quantum device fabrication from lab prototypes to wafer-scale manufacturing using semiconductor industry standards.

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.

Alpha HPA Limited reports robust progress on its HPA First Project Stage 2, backed by a $225 million capital raise, while securing significant demand upgrades from Japanese semiconductor customers.