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Semtech has entered into a definitive agreement to sell its cellular module business to Compal Electronics for USD 62 million in cash. The transaction is expected to close in Q4 of Semtech's 2027 fiscal year, subject to regulatory approvals.

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Danish defence and aerospace company Terma and Austrian battery manufacturer Danube Cell Manufacturing have signed a memorandum of understanding to explore joint opportunities in battery development, testing and validation. The collaboration targets aerospace and defence applications.

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RD-engineer

Lam Research plans to invest more than USD 3 billion over the next five years to expand its global research and development lab network. The investment is expected to increase experiment capacity by more than 50% and further compress product development cycles for semiconductor customers.

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Combined revenue for the top five publicly listed NAND Flash brands rose 77% QoQ in Q2 2026 to USD 68.87 billion, driven by sustained AI server demand for enterprise SSDs and significant contract price increases. Micron posted the strongest growth of the group and moved up to third place, according to TrendForce.

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Molex has held a groundbreaking ceremony marking the start of an expansion and renovation of its global headquarters campus in Lisle, Illinois, in the United States. The project is expected to be completed in December 2027.

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Under the agreement, Nelco will bring reliable, next-generation connectivity and compute solutions directly from Elveo’s satellites in space to varied sectors, including automotive, maritime, energy and government in India and South Asian markets.

This validation represents an important step toward realizing predictive network operations, especially as AI-driven network optimization becomes increasingly prevalent in the 6G network.

Energy_BESS

The Heinersbrück GridBattery, scheduled for completion in 2027, is the second joint project for Fluence and LEAG Clean Power. The companies are already deploying the 1GW / 4 GWh GigaBattery Jänschwalde 1000 system in the same part of the country, in eastern Germany.

As part of the partnership, Reliance and Rolls-Royce will explore the formation of a dedicated Aerospace Gas Turbine Complex that will be a centre of excellence for power and propulsion technology in India.

Medcom designs, manufactures, sells and maintains electrical equipment for railcars and electric urban transportation, including auxiliary power supply systems, propulsion control systems and industrial power electronics equipment. Its primary business is in Europe.

Representing an investment of USD 310 million, the factory is LG’s second home appliance production base in Brazil. The new facility spans 770,000 square meters and has an annual production capacity of approximately 600,000 refrigerators.

The deployment combines Pickle Robot’s trailer-unloading robots with Ambi Robotics' AmbiStack multi-purpose stacking solution, enabling a continuous and autonomous flow of packages from inbound trailers through receiving operations.

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SK hynix’s board has approved about 54.3 trillion won ($38 billion) of investments through 2031, including 35.2 trillion won for the second phase of construction of its chip fabrication plant in Yongin and 19.1 trillion won for its M17 chip plant in Cheongju.

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The cooperation covers satellite communications, sensors and mission systems, as well as their integration into higher-level command and information systems. The objective is to develop future capabilities for customers in Germany and other allied nations.

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The funding will support ChipAgents' next phase of expansion as the company scales customer deployments, grows its engineering and go-to-market teams, and accelerates development of its AI-native semiconductor design platform.

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The program targets high-power external laser sources for co-packaged optics (CPO), high-channel-count DFB arrays for wavelength-multiplexed links, and SOA gain stages that extend optical reach as channel counts scale.

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US firm Blaize and South Korean company SPHERE AX plan to develop a next-generation physical AI solution targeted at the global market by combining Blaize’s AI semiconductor technology, optimized for physical AI, with SPHERE AX’s core software expertise.

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The 8.3 MVA MV skid is a plug-and-play, containerised solution developed by Waaree Transpower specifically for BESS applications. The complete solution is integrated within a 20-foot container, enabling efficient transportation, installation and deployment.

Systems_TUALCOM_MOU

The agreement between BAE Systems and TUALCOM establishes a strategic framework for both organisations to investigate opportunities to integrate advanced communications, resilient navigation and electronic warfare technologies into future autonomous platforms.

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Heron Power has selected Morgan Hill, California as the home of its first large-scale factory and expects to add more than 600 jobs in advanced manufacturing, engineering and operations roles in California.

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The investment round was anchored by Mitsubishi Electric Corporation. Array Labs and Mitsubishi Electric have also entered into a partnership to develop and bring to market satellite-based maritime and aircraft tracking services for customers in Asia-Pacific.

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The acquisition marks an important step in the Norwegian company's international growth, establishing a presence in the UK while expanding the Group’s advanced electronics manufacturing capacity and strengthening its technical and design capabilities.

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The collaboration will focus on key DC infrastructure areas, including power conversion systems for energy storage systems, solid-state transformers (SSTs) and solid-state circuit breakers (SSCBs).

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The proceeds will be deployed to quadruple Yulu’s active fleet, expand service hubs and deepen strategic enterprise partnerships. The Bengaluru‑based startup also plans to launch an electric scooter targeting e-commerce logistics, bike taxis and parcel delivery.

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Adding approximately 500,000 square feet of production space, the facility will expand NXP’s current operations in Malaysia, which are dedicated to supporting the assembly and testing of NXP’s broad product portfolio.

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With Quantinuum’s Helios on OCI, customers can expect to gain managed, secure access to cloud-hosted quantum computing without having to procure, install, or operate dedicated hardware or specialized facilities.

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The round will support Cambridge Aerospace’s continued exponential growth as the company expands manufacturing capabilities to deliver on existing and new contracts, while continuing to invest in the spiral development of existing products and bringing the next generation of capabilities to market.

Kyushu

Tokyo Electron (TEL) is collaborating with Nvidia, utilizing Nvidia Agent Toolkit including Nvidia NeMo, Nvidia NIM, Nvidia NemoClaw blueprints and the open robot development platform Nvidia Isaac within TEL’s “Epsira” concept for digital transformation (DX) solutions.

Optics_satellite_comm

The company’s initial focus is addressing the limitations of current satellite communication technology by building optical communication systems designed for scale. Its hardware is smaller, lighter, and easier to produce in large volumes.

Aviation

By bringing together the companies’ complementary aerospace engineering capabilities, the combination will create a scaled defense growth platform that accelerates autonomy and expands the applications for Joby Aviation’s technology.

Aerospace_Massivit

The investment will support an ongoing expansion of the company’s manufacturing infrastructure in Kanpur in the northern Indian state of Uttar Pradesh, where a new 250,000-square-foot facility is being developed alongside its existing 80,000-square-foot plant.

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Stathera will use the proceeds to fund mass production of its GEN2 silicon timing portfolio while accelerating development of its next-generation platform for AI data centers and growing the company’s engineering and commercial teams.

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