Latest Semiconductors News

WAM Global’s portfolio earnings grew 18% in FY2026, but valuation compression and currency losses left the investment portfolio down about 4.2% in Australian-dollar terms. The listed investment company declared a 13.2 cents per share fully franked full-year dividend, backed by a stated 5.2 years of dividend coverage.

Adisyn says the USPTO has allowed its third US patent application, extending its graphene deposition claims from metallic surfaces to non-metallic semiconductor materials. The allowed claims also include low-temperature processing and in-process quality checks, although commercial adoption remains unconfirmed.

Pathkey.AI has appointed Nanyang Technological University chip design and AI specialist Professor Anupam Chattopadhyay to the new Advisory Board supporting Chipforge. The appointment adds technical and commercialisation experience as the AI-native semiconductor platform moves from development towards a product launch, although no launch date or commercial contract was disclosed.

Sunrise Energy Metals has put its Syerston scandium project on a stronger financial footing, ending FY2026 with A$115.4 million in cash and a conditional US$400 million debt commitment. The project still faces a decisive sequence of tests: final investment approval, binding offtake agreements, financing conditions and construction execution.

Adisyn Ltd reshuffles leadership with Kevin Crofton stepping up as Executive Chairman while Arye Kohavi moves to a Non-Executive Director role, signalling a strategic pivot to accelerate commercial execution in semiconductor technology.

Impact Minerals’ 50%-owned Alluminous project reveals a strong financial case for a staged US high purity alumina plant, projecting a post-tax NPV₈ of A$518 million and a 42.3% IRR under a modular development approach.

Bayan Mining's patented ion-exchange technology demonstrated a 14-fold increase in yttrium concentration and a two-fold purity upgrade in independent bench-scale trials at the University of Queensland, highlighting commercial potential amid global supply disruptions.

4DS Memory Limited is raising nearly $3 million through a pro-rata entitlement issue as part of a broader $5 million capital raise to acquire AI software firm Jenesys and integrate it with its ReRAM technology.

Southern Cross Gold’s latest drilling at Sunday Creek delivers a blistering 972 g/t gold hit at 620 metres depth and pushes high-grade gold-antimony veins closer to surface and further east than ever before.

Tivan Limited’s Stage Two drilling at the Sandover Fluorite Project delivers broad, high-grade fluorite intersections up to 74.3% CaF2, validating exploration models and setting the stage for a maiden resource estimate.

Sparc Technologies has made its inaugural commercial delivery of ecosparc®, a graphene additive, to a major coatings manufacturer, underpinning its push to dominate the protective coatings market. The company also launched a discounted Share Purchase Plan to fuel ongoing commercial expansion.

Daly Resources advances exploration across 6,451 km² in the Northern Territory, revealing fluorite assays up to 95.1% CaF₂ and significant copper-zinc potential backed by strategic investors and government funding.