Latest Semiconductors News

Nanoveu Limited (ASX: NVU) is acquiring Singapore’s Spinoff Robotics, securing proprietary drone platforms and engineering talent to integrate its AI silicon with custom airframes. This vertical integration aims to propel Nanoveu into sovereign drone solutions for defence and critical infrastructure.

Archer Materials progresses its Biosensor platform from alpha to beta prototype, targeting manufacturability and external validation with expanded diagnostic applications including lithium monitoring.

Advanced Energy Minerals is ramping up its Quebec high purity alumina plant to 3,000 tpa by mid-2026, with plans to double capacity to 6,000 tpa by 2029 amid a tightening global market and supply deficit.

Dynamic Metals has cleared a key environmental hurdle at its Meentheena Fluorspar Project in Western Australia, completing baseline flora and fauna surveys with no major constraints detected. This progress supports the company’s push to develop a critical mineral resource vital for semiconductor and energy industries.

Critical Resources has lodged an application to extend its Croesus gold-tungsten permit in New Zealand, targeting a broader tungsten system with historic grades up to 42.6% WO3. This move comes as tungsten prices surge over eightfold due to global supply constraints.

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.