Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.

Neptune on Tuesday issued an official statement after its shares fell sharply following heavy on-market selling by an individual shareholder. The company said the sale was a simple disposal of shares unrelated to management or business performance and was intended to secure funds under the shareholder’s asset management plan. Neptune said the shareholder is not involved in management and has no impact on governance. It also disclosed 2025 results and new business initiatives.