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Semiconductors

Semiconductors are materials with electrical conductivity between that of conductors and insulators, forming the foundation of modern electronics and digital technology. Silicon is the most widely used semiconductor material, though compounds such as gallium arsenide and silicon carbide are employed for specialised applications. Semiconductor devices include transistors, diodes, integrated circuits and microprocessors, which control and amplify electrical signals in virtually all electronic equipment. The technology underpins industries ranging from computing and telecommunications to automotive, healthcare and renewable energy. Manufacturing involves highly complex processes including photolithography, doping and etching, carried out in ultraclean fabrication facilities known as fabs. The global semiconductor industry is concentrated in East Asia, North America and Europe, with leading manufacturers including Taiwan Semiconductor Manufacturing Company, Samsung and Intel. Demand for semiconductors has surged with the proliferation of smartphones, data centres, electric vehicles and Internet of Things devices. Supply chain disruptions and geopolitical tensions have highlighted the strategic importance of semiconductor production, prompting governments to invest in domestic manufacturing capacity. Advances in miniaturisation, following Moore's Law, have driven exponential increases in computing power and energy efficiency over decades. The sector faces challenges including resource intensity, electronic waste and the need for circular economy approaches to recover valuable materials from end-of-life devices. Semiconductors remain central to the Fourth Industrial Revolution and the transition to sustainable, digitally enabled economies.

Semiconductors News


An oil rig
Oil surges, stocks tumble as Trump declares Iran MoU 'over'
8th July 2026 By: Reuters

Oil surged by more than 5% on Wednesday and global stocks and bond prices tumbled, as investors fled risk assets after US President Donald Trump said the memorandum of understanding signed with... 


Teck Resources' Trail Operations in British Columbia
Teck to receive up to $400m Canadian investment for germanium, gallium, antimony scale-up
8th July 2026 By: Marleny Arnoldi

TSX- and NYSE-listed Teck Resources, Natural Resources Canada and Canada Growth Fund (CGF) have signed a strategic investment agreement to support expanding production capacity for germanium,... 


A globe focused on Africa
Africa attracted investment in 2025; the challenge is turning it into broader industrial development – Unctad
7th July 2026 By: Schalk Burger

Foreign direct investment (FDI) inflows to Africa reached about $70-billion in 2025, which was below the exceptional $94-billion recorded in 2024, but was the third-highest number since 1990 and... 


Gallium
MRG Metals confirms high levels of gallium in South Africa for byproduct production
2nd July 2026 By: Marleny Arnoldi

ASX-listed MRG Metals has confirmed significant levels of gallium returned from analytical results as the company works to define its Garies project resource, in South Africa's Northern Cape... 


Shanghai Week poised to boost platinum still further.
July’s Shanghai Week set to firm up platinum’s already solid status
15th June 2026 By: Martin Creamer

In a year where change is proving to be rapid and consequential, the major upcoming Shanghai Platinum Week is bound to connect key trends across the platinum group metals (PGMs) value chain as it... 


A mine in the DRC
Critical minerals are reshaping global trade as demand surges – Unctad
12th June 2026 By: Schalk Burger

As the global economy shifts towards cleaner energy systems, electrification and digital technologies, more countries are competing for access to critical minerals. Clean technologies will account... 


Gallium
Gallium developer Nimy partners with Curtin University to champion local production
11th June 2026 By: Marleny Arnoldi

ASX-listed Nimy Resources and Western Australia's largest university, Curtin University, have announced a partnership to undertake a pioneering research programme into processing highly-in-demand... 


USA Rare Earth Round Top project site
USA Rare Earth to invest $1.2bn in South Carolina facility to boost domestic supply
3rd June 2026 By: Reuters

USA Rare Earth said on Tuesday it will invest $1.2-billion to build a magnet manufacturing and rare earth metals facility in South Carolina, as it expands domestic production capacity. Shares of... 


Tungsten in containers
EU shortlists tungsten, rare earths for first stockpile to curb China reliance
20th May 2026 By: Reuters

The European Union has shortlisted tungsten, rare earths and gallium for its first joint stockpile of critical minerals aimed at reducing its reliance on China, three sources familiar with the... 


An image of phones
Council highlights platinum’s role in producing crystals for electronics, optics
15th May 2026 By: Tasneem Bulbulia

Industry organisation the World Platinum Investment Council has highlighted the importance of platinum‑based equipment for producing large, flawless crystals for electronics and optics... 


Mixed rare earth sulphate
China still drags its feet on rare earths sometimes, says Greer
15th May 2026 By: Reuters

Rare earth exports from China to the US are improving although Beijing is still slow to approve some shipments, US Trade Representative Jamieson Greer said on Thursday. China still drags its feet... 


An image of a laptop
Refurbished hardware bypasses constraints
15th May 2026 By: Nadine Ramdass

Refurbished hardware offers a cost-effective and sustainable alternative to buying new hardware while bypassing constrained chip availability and supply chain disruptions, says refurbished... 


An image of a automotive assembly line
Structural constraints leave OEMs’ supply chain exposed
15th May 2026 By: Nadine Ramdass

Despite experiencing frequent supply chain disruptions over the last six years, suppliers remain reactive rather than proactive, owing to structural constraints within the value chain, leaving... 


US President Donald Trump and Chinese President Xi Jinping
Trump, Xi to weigh rare earth truce extension, but China's curbs still bite
13th May 2026 By: Reuters

China and the US are considering extending a truce on Chinese rare earth export curbs at a leaders' summit this week, but Chinese customs data shows Beijing is still throttling shipments of the... 


Fluorspar heaps
Mont Royal mulls fluorspar circuit viability at Ashram
5th May 2026 By: Marleny Arnoldi

With fluorspar having recently been named a critical mineral in Canada, the US and Europe, ASX- and TSX-V-listed Mont Royal Resources continues to reaffirm the potential of its Ashram rare earths... 


Lynas Rare Earths site
Australia, Japan strengthen critical minerals ties
4th May 2026 By: Reuters

Australia and Japan have beefed up their cooperation around critical minerals amid a State visit by Japan's prime minister, with the countries providing A$1.67-billion, or $1.20 billion, in support... 


Autonomous drone
Adisyn granted use of ‘breakthrough’ stealth drone IP
22nd April 2026 By: Marleny Arnoldi

ASX-listed Adisyn has been granted worldwide exclusive rights to commercialise graphene-based radar signature reduction technology, marking a transition from research to a structured commercial... 


Semiconductor microchip
Australian company demos tech that solves prominent semiconductor issue
20th April 2026 By: Marleny Arnoldi

ASX-listed Adisyn has successfully demonstrated full coverage graphene on a 1 cm by 1 cm coupon using an industrial Atomic Layer Deposition (ALD) system, with the deposition process having been... 


Munitions metal tungsten outshines gold, copper in 557% rally
Munitions metal tungsten outshines gold, copper in 557% rally
17th March 2026 By: Bloomberg

A metal used in weapons and semiconductors is finding itself the subject of geopolitical tensions as Chinese export limits and rising military demand squeeze supplies, sending prices to record... 


A block showing ruthenium on the periodic table
Ruthenium prices hit record high as AI boom squeezes supply
16th March 2026 By: Reuters

Ruthenium, a minor metal in the platinum-group metals (PGMs), has surged to an all-time high as supply constraints and growing demand linked to artificial intelligence tighten the market, analysts... 


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pqt: 0.105s - ct: 0.155s - 277pq - 2rq
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