The Ultimate Guide to Semiconductors
A curated Canadian edition of TechDay news, analysis, interviews, reviews, job moves, and related resources for Semiconductors.
What to know about Semiconductors
Semiconductors are the foundational technology behind virtually all modern electronic devices, powering everything from smartphones and computers to automotive systems and industrial equipment. This tag gathers stories that explore the dynamic global semiconductor market, highlighting key industry shifts, technological advances, and major corporate activities shaping the sector.
Through these articles, readers can gain insights into market trends such as chip demand fluctuations, the impact of supply chain disruptions, and the strategic mergers and acquisitions reshaping the competitive landscape. The coverage also delves into emerging areas like the Internet of Things (IoT), artificial intelligence (AI), and the automotive semiconductor market, illustrating how semiconductors are driving innovation across industries.
For those interested in the complex interplay of technology advancement, industry economics, and global trade influencing semiconductor progress, this collection offers a comprehensive view. It is valuable for understanding how leading companies like Samsung, Intel, Qualcomm, and others maneuver within the market as well as how evolving applications and geopolitical factors affect semiconductor development worldwide.
Canadian Semiconductors News
Regional stories with direct local relevance
Carney unveils AI strategy, $200B in economic growth goal
Ottawa's five-year push aims to lift adoption, create 250,000 AI jobs and curb the talent drain as Canada races to catch up.
Kanata North adds CAD $17.9 billion to Canada's economy
The tech cluster supports more than 63,000 jobs and could help Canada strengthen domestic supply chains for semiconductors and photonics.
Canada opens AI compute funding round for supercomputer
Researchers and institutions could soon gain domestic access to large-scale AI computing as Ottawa backs a new supercomputer with CAD $890 million.
Bell to build Canada's largest AI data centre near Regina
Bell will spend CAD $1.7bn on a 300 MW AI data hub in rural Saskatchewan, billed as Canada's largest purpose-built AI centre.
Canada & Japan unveil new partnership: AI, energy, cyber
Canada and Japan launch a wide-ranging Indo-Pacific pact spanning defence, clean energy, critical minerals, trade and advanced technology.
Exclusive: TD's Josh Death on the patents that follow financial innovation
TD's head of intellectual property explains why patents have become central to banking innovation, from mobile to responsible AI.
Analyst Insights
Research and market analysis connected to Semiconductors
Expert Columns
Interviews
Interviews and video coverage from the network
Recent Semiconductors News
BDC backs defence-sector, dual-use chip & rocket ventures
BDC launches its Defence Platform with CAD $6.2 million for Canada Rocket Company and a pre-seed bet on AI chip startup Irréversible.
Stop renting intelligence: Why Canada needs to build its own AI stack
Canada's GBP £925.6 million AI pledge backs chips and servers, but critics say true sovereignty needs home-grown models, not US black boxes.
Nvidia agrees USD $12.93 billion deal for Hugging Face
The deal puts a major open AI model hub under Nvidia's control, raising questions over whether its neutrality will survive intact.
AWS, NVIDIA to deploy 2 million more GPUs for AI workloads
The deployment will help AWS meet surging demand for AI computing as the cloud giant deepens reliance on NVIDIA hardware and robotics.
Amazon EC2 marks 20 years of cloud computing growth
The service now spans more than 1,200 instance types in 39 regions, underpinning much of AWS's compute stack and AI workloads.
Apple unveils M6 Mac mini with faster AI performance
Faster on-device AI and new connectivity are now central to Apple's smallest desktop, with models aimed at creators and developers.
Apple unveils Mac Studio with M5 chips for AI workloads
New AI tools and faster media workflows are the focus as the updated desktop adds M5 Max and M5 Ultra chips plus Wi-Fi 7.
Apple unveils M6 & M5 Ultra chips for Mac desktops
Mac users tackling AI and graphics-heavy work will get more local muscle, as Apple's latest desktop silicon pushes memory and compute higher.
BrainChip links Akida processors with IBM Symphony
Enterprises could cut GPU use and power costs as the open-source bundle lets Akida neuromorphic chips share IBM's scheduler for inference tasks.
Wearables set for USD $1 trillion revenue boom by 2032
Higher-priced smartwatches and earbuds are expected to drive more than USD $1 trillion in wearables revenue by 2032, Counterpoint says.
Dell'Oro lifts data centre capex forecast on AI demand
AI infrastructure spending is now expected to push worldwide data centre capital expenditure above USD $3 trillion by 2030.
AMD says AI energy efficiency rises fourfold by 2026
Data centre operators may gain relief as AMD says its AI systems could use four times less energy per unit of work by mid-2026.
Castrol fluids get NVIDIA validation for AI cooling
Data centre operators gain more assurance as Castrol's PG25 and PG25T pass NVIDIA checks for direct-to-chip AI cooling.
Dell'Oro lifts data centre chip forecast on AI demand
Rising AI infrastructure spending is set to push the global data centre semiconductors market to USD $1.8 trillion by 2030, Dell'Oro says.
Nvidia & Wall Street launch $500bn AI funding push
The tie-up could unlock financing for AI data centres as demand for computing power outstrips the balance sheets of cloud providers.
Allianz warns data centre boom reshapes insurer risk
Rising losses and tighter underwriting are forcing insurers to treat data centres as mission-critical infrastructure rather than specialist property.
Zayo & Nvidia boost US fibre for AI infrastructure
Growing AI demand is exposing a connectivity bottleneck, as Zayo and Nvidia add more than 8,000 miles of fibre across US corridors.
Sandisk unveils NAND technologies for AI inference
AI operators could cut data-centre costs and power use as Sandisk positions flash memory for longer-context inference workloads.
AWS revenue growth hits fastest pace in 18 quarters
Demand for AI and core cloud services is boosting Amazon's key profit engine, with AWS growth accelerating to a 36.7% annual pace.
Amazon's custom silicon hits USD $25 billion run rate
Amazon Web Services' in-house chips are now a major profit centre as AI demand drives cloud providers to cut costs and secure supply.