Latest Semiconductor News

Stelar Metals has entered a binding earn-in agreement to acquire 100% of the Hill of Leaders Tungsten Project in the Northern Territory, aiming to leverage surging tungsten prices and its NT development expertise with a planned drilling campaign.

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.

Evion Group has secured an exclusive option to acquire a high-grade fluorspar project in Nevada, complementing its graphite assets and supported by a $6.5 million capital raise to fund US expansion and exploration.

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.

dorsaVi has secured a 12-month renewal of its Department of Defense-funded research with Georgia Southern University, advancing real-time gait optimisation to reduce military training injuries and laying groundwork for its exoskeleton and neuromorphic computing strategy.

Pathkey.AI appoints Andrew Farnsworth as CEO, leveraging his defence and AI expertise to drive commercialisation of TrialKey and Chipforge platforms.

Advanced Energy Minerals (ASX:AEM) is partnering with NeoCtech to pilot rare earth doped nano high purity alumina, backed by an $800,000 CAD Canadian government grant. The project targets strategic sectors including AI, robotics, and aerospace with sustainable, high-performance materials.

BrainChip detailed significant progress in its neuromorphic AI technology and commercial strategy at its 2026 AGM, highlighting the AKD1500 chip launch and expanding defense and industrial collaborations.

dorsaVi has initiated its Ultra-Edge Modular Design program, transitioning from IP development to a manufacturable hardware platform targeting robotics, exoskeletons, and industrial AI with ultra-low power consumption.

Axel REE is accelerating its in situ recovery (ISR) mining trials at the Caladão Project in Brazil, leveraging a low-cost, environmentally friendly extraction method and a unique gallium resource to position itself as a strategic supplier for Western markets.

Mont Royal Resources reveals one of the largest fluorspar deposits globally at its Ashram Project, supported by historical test work showing high-grade acid-spar concentrate potential and shifting global supply dynamics.