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semiconductors

  • Chip makers and defence contractors power profit upgrade for London tech stock Renishaw

    Tech

    London-listed engineer Renishaw upped its profit guidance on Monday, sending its shares to the top of the FTSE 250, helped by demand from defence contractors and chipmakers. The Gloucestershire-based precision tech firm is known for its precision equipment used in the lithography process of making microprocessors. On Monday, it pointed to “a substantial expansion” of [...]

    UK defence strategy meeting, officials discussing military advancements and security measures in a conference room setting
  • Raspberry Pi shares soar as revenue set to surge past expectations

    Markets

    Shares in Raspberry Pi jumped early on Tuesday morning after the mini computer seller said its revenue was set to surge past market expectations. The London-listed business said its full-year profitability is anticipated to be in-line with market estimates, with revenue “materially higher.” Pre-tax profit increased 63 per cent to $26.5m, as revenue grew 25 [...]

    Shares in Raspberry Pi tumbled on Tuesday after the group revealed its half-year results
  • Arm is opening a chip shop. This could be transformative

    Tech

    Fascinating news came on Tuesday night that semiconductor designer Arm confirmed rumours that it would be launching its own chip. For those not in the know, Cambridge-based Arm has so far only focused on semiconductor architecture – the blueprint that determines how chips work – and then licences that out to tech firms who choose [...]

    Advanced semiconductor chip with intricate circuit patterns and microcomponents, highlighting cutting-edge technology.
  • Arm boss says lack of risk appetite ‘holding UK back’

    February 2, 2026

    The chief executive of British semiconductor company Arm has said the UK’s lack of risk appetite is holding businesses back. Speaking on the Master Investor Podcast with Wilfred Frost, Rene Hass, who leads the Nasdaq-listed firm Arm holdings, said startups in the UK struggled to grow because of scale opportunities in the UK arising from [...]

  • AI and defence demand for chips sends IQE shares soaring

    January 12, 2026

    Shares in semiconductor giant IQE surged 25 per cent to 9.18p on Monday morning, after the wafer supplier said it expects its full year results to hit the upper end of its guidance, thanks to a recovery in AI and defence-related demand. The Cardiff-based company now forecasts 2025 revenue of around £97m, and adjusted earnings [...]

  • US military won’t invade Greenland, but Wall Street Warriors might

    January 7, 2026

    A US military invasion of Greenland would be self-defeating, but both sides have a great deal to gain from harmonious financial relations, writes James Gray.

  • How did South Korea clinch the top spot in global markets?

    November 13, 2025

    Stock markets across the globe have shrugged off months of geopolitical and economic turmoil with all major indexes rallying since the start of the year. The FTSE has risen 19.8 per cent since January, hitting record highs,while the Nasdaq has jumped 21.7 per cent buoyed by the AI boom, and Japan’s Nikkei 255 reaped the [...]

  • British chipmaker Ensilica becomes latest victim of Jaguar Land Rover cyberattack

    October 16, 2025

    British chipmaker Ensilica is thought to have become the latest supplier to Jaguar Land Rover to take a hit from the carmaker’s cyberattack, as the firm cut its supply expectations for the forthcoming year. The Oxford-based business saw its shares tumble on Thursday after it revised down its revenue expectations to £28-30m for the year [...]

  • ‘Staggering commitment’: Nvidia to invest up to $100bn in OpenAI

    September 22, 2025

    A massive expansion in OpenAI’s compute capacity will soon be underway after the firm secured a $100bn (£74bn) investment from the world’s best-known chipmaker, Nvidia. The commitment was made as part of a major strategic partnership between the two tech giants, which will see Nvivida deploy at least 10 gigawatts in data centre capacity for [...]

  • Alphawave reaches deal on Qualcomm takeover

    June 9, 2025

    Alphawave is poised to become the latest tech firm to quit the London Stock Exchange after reaching a $2.4bn (£2.8bn) deal to be acquired by Qualcomm. The British semiconductor business said its board would now recommend to shareholders the terms of the acquisition after weeks of talks, which began in April. The cash offer of [...]

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