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Second quarter consolidated revenue was NT$68.73 billion, increasing 12.6% from NT$61.04 billion in 1Q26. UMC’s Board of Directors has approved a plan to expand cleanroom capacity at its Singapore P4 facility and to construct a new fab in Taiwan.

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SEMI Silicon Manufacturers Group (SMG) has reported that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025.

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The collaboration brings together Eros Innovation’s expertise in sovereign AI, multimodal foundation models, cultural intelligence, healthcare AI and digital platforms with Thakers’ expertise in chip design, embedded systems, aerospace and space technologies.

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As material shortages push lead times for advanced printed circuit boards towards 2028, four-year-old PCB supplier Confidee has built its strategy around the opposite of locking customers into rigid commitments: complete transparency and a clear policy allowing customers to cancel or rebalance production without damaging the relationship. That is according to board member Didrik Bech.

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New supplier additions in Q2 include Neutrik Group, a global manufacturer of professional interconnect solutions; LumenRadio, which specializes in wireless control technology; and AMobile, which delivers industrial mobile computers.

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The investment will enable Altus to install a complete inline manufacturing solution at the heart of its facility, allowing customers to see first-hand how a full production environment can be configured across SMT assembly, THT assembly, backend production and component management.

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The initiative brings together SK tes, the Singapore Economic Development Board (EDB), and local automation specialist Aubotic Technology Pte Ltd to co‑develop advanced robotic solutions for e‑waste processing.

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Spanish company Openchip will use US-based chiplet startup Baya Systems’ WeaveIP unified fabric to develop specialized intelligent compute systems for next-generation AI workloads.

BMW is the latest German carmaker to announce job cuts, following similar moves by Volkswagen, Mercedes and Volkswagen-owned Audi.

The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.

The meeting reviewed progress under the Trade and Technology Council’s (TTC’s) three work strands: digital connectivity and strategic technologies; clean and green technologies; and trade, investment and resilient value chains.

The acquisition is expected to expand Microchip’s processing portfolio for intelligent edge systems and strengthen its ability to deliver accelerated, power-efficient edge AI solutions for robotics, advanced vision processing and intelligent edge applications.

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Key creditors, such as ⁠Deutsche Bank, intend to take over Varta’s household battery business, while Tojner has expressed interest in ⁠the micro-battery division.

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UK-based Bromford’s capabilities complement Sigma’s expertise in manufacturing larger components for the same OEM customers, giving the combined platform a deeper full-range product offering for global aerospace and power generation customers.

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Together, Silvaco’s physics-based simulation portfolio and Nvidia accelerated computing and AI will help customers design, simulate and optimize increasingly complex semiconductor technologies.

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Why PCB procurement strategies should be reviewed?

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The issue centres on how blurred lines between manufacturing, distribution and open-market sourcing affect company governance. Anglia said it believes in forging strong, three-way supply chain partnerships between component manufacturer, the customer and the distributor.

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The two companies will establish a joint venture that will help integrate Sony’s image sensors and edge AI technologies with Mitsubishi Electric’s expertise in FA control systems.

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Companies are reassessing where they build, how much flexibility they need, which suppliers they depend on and where financial decisions are made.

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Under the agreement, Energy In Motion (EIM) will deploy charging and battery swapping infrastructure at Hindustan Petroleum Corporation Limited (HPCL) retail outlets across India in a phased rollout.

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In an interview with Evertiq, Didrik Bech, board member of PCB supplier Confidee, described how the AI infrastructure boom is creating an unprecedented demand for materials, resulting in supply shortages that could reshape market conditions across several European industries.

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Safe Superintelligence Inc (SSI) is co-founded by OpenAI’s former chief scientist Ilya ⁠Sutskever. Nvidia’s investment combined with access to the Nvidia Vera Rubin platform will help SSI increase its compute by an order of magnitude.

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The project is aimed at maximising manufacturing efficiency, process consistency and product quality. The new system enables individual process stations to be added, removed or reconfigured as production requirements evolve.

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Fastlink Data Cables is known for manufacturing high-quality cable assemblies and box build solutions, with particular expertise in supporting data centre critical power and cooling applications alongside long-established defence and aerospace programmes.

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For Europe's electronics manufacturers, sustainability has become far more than a long-term ambition. Customer questionnaires, ESG platforms and an expanding regulatory framework are rapidly becoming part of everyday business, requiring companies not only to improve their environmental performance but also to demonstrate it through an increasing number of reporting frameworks.

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On the memory front, Samsung and Broadcom plan to pursue a strategic collaboration for the supply of industry-leading memory solutions, including HBM, supporting Broadcom’s next-generation AI accelerators.

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The collaboration aims to strengthen the pathway from laboratory innovation to global commercial impact by combining Playground’s expertise in building and scaling frontier technology companies with the CEA’s scientific research and technology-transfer capabilities.

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The partnership is intended to strengthen local support for electronics manufacturers by combining German company Kurtz Ersa’s equipment portfolio with E-tronix’s applications experience and regional presence.

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The African Development Bank Group, which approved the loan, also plans to mobilise up to an additional EUR 141 million from financial partners to support the implementation of this strategic project in Morocco.

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The components will be produced in India, comprising several thousand parts per year, with serial production scheduled to start by the end of 2027.

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The JV aims to transform Ford’s Valencia, Spain facility into a shared, high-tech manufacturing hub. Under the proposed ownership structure, Chinese firm Geely Auto will own 34% of the new entity and Ford will own 66%.

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South Korean company Naver, Nvidia and Brookfield have announced a proposed expansion of Korea’s sovereign AI factory infrastructure, with planned investments that will grow the initial Nvidia DSX AI factory deployment to 200 megawatts.

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