South Korea flags risk to semiconductor materials amid Iran conflict
The ongoing war between the United States, Israel and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns within the global chip industry. The warning was issued by a South Korean ruling party lawmaker after discussions with semiconductor companies and industry groups, according to a report by Reuters.
Siemens to invest €200 million in AI-driven factory in Amberg
Siemens plans to invest more than EUR 200 million to build a new digitalised and automated factory at its manufacturing and development site in Amberg, Germany. The facility is intended to support the company’s Smart Infrastructure business and is scheduled to be completed by 2030.
Order intake lifts outlook for Finnish electronics industry
Turnover in Finland’s electronics and electrotechnical industry increased by approximately 6% in 2025 compared with 2024, reaching around EUR 23 billion. The figures are based on preliminary estimates published by Technology Industries of Finland.
Semtech expands date centre portfolio with acquisition of HieFo Corporation
Semtech Corporation, a provider of high-performance semiconductor, IoT systems and cloud connectivity service solutions, has acquired HieFo Corporation (HieFo), a California-based private manufacturer of high-efficiency Indium Phosphide (InP) optoelectronic devices for optical transceivers used across data centre interconnects (DCI) and intra-data centre interconnects.
Hyundai to invest $6 billion in AI, robotics, energy hub
A significant portion of the investment will focus on new businesses based on these technologies, contributing to the development of South Korea’s future industrial competitiveness.
Global shortage of glass fiber cloth continues
The global shortage of glass fiber cloth is continuing to drive significant constraints in PCB laminate availability.
Nvidia to invest $2 billion in Lumentum under new optics partnership
Nvidia has entered a multiyear strategic partnership with Lumentum to accelerate the development of advanced optics technologies for next-generation AI infrastructure.
Flex and AMD expand US manufacturing of AI platforms
EMS provider Flex has expanded its strategic collaboration with Advanced Micro Devices (AMD) to manufacture AMD Instinct GPU platforms in the United States, as demand for AI infrastructure continues to accelerate, according to a press release.
AI server build-outs drive NAND revenue up 23.8% in 4Q25
The global NAND Flash market extended its recovery in the fourth quarter of 2025, supported by accelerating AI infrastructure deployments, according to new figures from TrendForce. Combined revenue for the top five NAND Flash suppliers rose 23.8% QoQ to USD 21.17 billion in 4Q25.
Vervesemi Microelectronics raises $10 million in Series A
The Indian company will accelerate commercialisation of its machine learning-enhanced analog signal chain chip portfolio, including advanced data converters and intelligent power and sensing solutions for industrial, smart energy, motor control and avionics applications.
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