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The team used interface engineering of 2D van der Waals heterostructures to achieve a resistance change of tens of millions of times from a 0.1 nm atomic-layer slip. The findings were published in Science on September 11.
ADTRAN Holdings (NASDAQ: ADTN) reported Q2 revenue of $281.1 million for the period ended June 30, up 6.1% year over year but below its own guidance. Optical Networking Solutions generated $109.7 million, up 22% YoY and 13% sequentially, with hyperscaler revenue nearly doubling. However, Access and Aggregation Solutions revenue fell 5% YoY due to a project delay at a single large customer and tight component supply. The company guided Q3 revenue between $275 million and $295 million.
Nvidia announced Thursday it is working with Australian cloud and data centre providers including Firmus, CDC, NEXTDC, and AirTrunk to more than double the nation's current 1.6 GW computing capacity.
Chipmaker Qualcomm has struck a deal worth approximately $4 billion to make custom chips for Amazon, according to a post on social media by evanderburg. No details on chip type or delivery timeline were provided.
YouYan Silicon (688432) announced it plans to acquire a combined 71.89% stake in Shandong Youyan Aisi Semiconductor Materials Co., Ltd. via share issuance and cash, and a 14.98% stake in Shandong Youyan Semiconductor Materials Co., Ltd. via share issuance, along with a supporting fundraising. The board approved the transaction proposal on September 11, 2026. As audit and valuation are incomplete, the company will not convene a shareholders' meeting for now, and its shares will resume trading on September 14.
Marvell Technology raised its fiscal 2028 revenue outlook to approximately $18 billion, up $1.5 billion from the previous quarter, driven by a data center business expected to grow more than 60% in fiscal 2028. The company also guided fiscal 2027 revenue at roughly $12 billion. Due to lower gross margins from its custom silicon (XPU) business, Marvell guided non-GAAP gross margin between 57.5% and 58.5% for fiscal Q3 2027, expected to hold through fiscal 2028. Shares fell 8% to $223.1 in premarket trading following the report.
Bloomberg reports that DeepSeek's latest AI model has reduced the amount of high-bandwidth memory required, raising concerns about semiconductor demand strength. On Friday, SK Hynix and Samsung Electronics shares fell 2.2% and 3.5% respectively, eroding the initial rebound after a sharp selloff in July. Ha Seok-keun, chief investment officer at Eugene Asset Management, said the new model could spark short-term concerns about slowing semiconductor demand, but new models from companies like Meta Platforms and OpenAI "will have a greater impact on industry fundamentals by boosting actual AI usage and semiconductor demand."