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Mitsui Kinzoku will build a new copper foil plant in Malaysia, with production starting in phases from April 2031. The Japanese materials maker says the expansion is needed to keep up with continued rapid growth in AI and semiconductors.

Energy_transformer_insulation_factory

Expected to be completed by 2028, the planned 21,000-square-meter facility will manufacture electrical insulation pressboard and laminates critical to transformer production and operation and is expected to create over 100 permanent skilled jobs.

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WARSAW2026-60

Growing demand driven by advances in artificial intelligence is exacerbating problems with the availability of electronic components. Manufacturers are increasingly having to source components outside official distribution channels, raising the risk of buying counterfeit products or parts that are unsuitable for assembly. Klaudia Cyzio from HTV Alter Technology discussed these industry challenges in an interview conducted during Evertiq Expo 2026 in Warsaw.

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By combining Quantinuum’s full-stack quantum computing capabilities with GE Vernova’s expertise in material science and engineering simulation applied to industrial applications, the collaboration will bring an industry perspective to a promising area of quantum research.

Sponsored content by TME Transfer Multisort Elektronik

Various types of displays remain the most user-friendly elements of human-machine interfaces (HMIs) – they are intuitive, provide programmers with a way to convey clear messages, and are easy to connect to microcontroller-controlled devices.

Astrome

The project, with a total project cost of approximately USD 13.5 million, aims to develop a sovereign AI-enabled Electronic Intelligence (AI-ELINT) constellation for Indian national security applications.

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Onodrim will use the capital to acquire established businesses across aerospace and defence, and industrial manufacturing. The Dutch scale-up platform focuses on dual-use businesses in critical industries across supply chains, services and products.

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The proceeds from the capital will be allocated across key commercialization vectors such as directed-energy defense platforms, next-generation inertial confinement fusion, and manufacturing & supply chain scaling.

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Singulus Technologies has signed a contract to supply SpaceX with a turnkey production line for heterojunction (HJT) solar cells. The German equipment maker expects to deliver more lines under the two companies’ partnership.

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The total investment in the expansion is about USD 155 million. The building will be renovated, introducing cleanrooms and other arrangements to make it suitable for semiconductor production equipment (SPE) production.

In September, Analog Devices, Inc. (ADI) and Alif Semiconductor had announced that they had entered into a definitive agreement under which ADI would acquire Alif in an all-cash transaction for USD 1.35 billion.

German firm Lauterbach develops comprehensive, modular and extensible development and verification tools for microprocessors and embedded CPU cores in the form of hardware-assisted debuggers and real-time trace tools.

Jensen Huang has resigned as president and CEO of Nvidia, effective immediately. CFO Colette Kress takes over as interim CEO while the board searches for a permanent successor.

Rantelon-deal

EMS provider Incap’s German subsidiary and Estonian defence electronics company Rantelon are starting a sales and business development partnership. The aim is to bring Rantelon’s radio frequency and electronic warfare technologies to makers of unmanned systems in Germany, Austria and Switzerland.

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Powell Electronics Europe, which supplies connectors and components for high-reliability applications, has added new support teams in Germany and Poland. The company expects to grow by about 40% this year compared with 2025.

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US photonics company Aeluma has bought an Aixtron G10-AsP system to expand production of photodetectors and lasers on its non-indium phosphide (non-InP) platform. The tool supports 150 mm and 200 mm wafers and has been configured for Aeluma’s own processes.

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Munich-based investment firm Fidelium Partners has agreed to become majority owner of Danfoss’s automotive power module business, which will be spun out into a new joint venture with Danfoss. Around 600 employees and the production sites in Flensburg and Nuremberg, Germany, will move to the joint venture.

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German software company Luminovo is opening its platform for electronics quoting and procurement to AI assistants such as ChatGPT, Claude and Microsoft Copilot. EMS providers and electronics manufacturers will be able to query their own supply chain data in plain language, and build their own tools on top of it.

CEO-Johannes-Lind-Widestam-production

Swedish EMS provider Note has secured additional business with an existing customer in security and defence. The business is expected to generate sales of around SEK 80–100 million (EUR 7–9 million), with deliveries during 2027.

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Arrow Electronics has launched Capstone, a new global business dedicated to interconnect, passive and electromechanical (IP&E) components. The launch is part of a wider realignment of Arrow’s components business, which is moving from a geographic to a technology-based operating model.

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Ferrotec has opened its second manufacturing plant in Kulim, Malaysia, which will create more than 1,000 new jobs. The new plant brings the company’s total investment in its two Kulim sites to about MYR 1.9 billion.

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With a 15% global market share, WT Microelectronics will serve as a strong global distribution partner for Sivers’ InP (Indium Phosphide) lasers and wireless beamformer products and solutions, connecting its product portfolio and availability at scale with customers globally.

Indie

The collaboration seeks to boost the companies’ competitive position in India’s market. By leveraging their resources and capabilities, Sanken Electric and Kaynes aim to mitigate risks associated with fluctuations in demand while maximizing investment efficiency.

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French electronics distributor Steliau Technology has completed its acquisition of the UK-based Acal BFi Group, which includes Impulse Embedded and Arcobel Embedded Solutions. The combined group will have revenue approaching EUR 1 billion.

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Amkor has broken ground on an expansion of its campus in Gwangju, South Korea, to meet rising demand for advanced packaging for AI and accelerated computing. The new building will add capacity at a site that has been part of Amkor’s Korean operations since the 1990s.

LPDDR4

Rising contract prices for mobile DRAM are leading more smartphone brands to use reballed memory in their cheapest models. According to TrendForce, reballed memory will account for about 3–4% of the smartphone market in 2026, and could reach 7–9% in 2027.

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Infineon expects revenue of about EUR 20 billion in fiscal 2027, which runs from October 2026 to September 2027. That would be an increase of more than 20%, driven by data centres, power infrastructure and software-defined vehicles. Revenue from power supplies for data centres alone is projected to reach close to EUR 4 billion.

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German equipment maker SCHMID Group has received an order for wet-process equipment for a new glass core substrate plant in South Asia. The customer is a US company specialising in glass-based advanced packaging, which is now moving its technology from pilot production to industrial scale.

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Creation Technologies is investing in a new ISO Class 7 cleanroom at its plant in Changzhou, China, as part of a move into more integrated medical device assembly. The facility is scheduled for completion in March 2027.

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Swiss EMS provider Cicor has won two multi-year defence programmes, one of them from a new customer. The two awards are expected to generate revenue of close to CHF 20 million as early as 2027.

PCB-industry-2026-report

The PCB industry ended 2025 with revenue of about USD 88 billion and is forecast to reach USD 140 billion by 2031, an average annual growth rate of 8%. But according to Yole Group, that average hides two industries moving in opposite directions: an AI segment growing by 45 to 70% a year, and a commodity segment that is barely growing at all.

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The solution establishes a unified digital thread by connecting people, processes and data across the semiconductor lifecycle, from IP management, new product introduction and supplier collaboration to quality and regulatory compliance.

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Under the agreement, Mitsubishi Electric will transfer to Lin Yin 50% of its stake in Mitsubishi Electric Mobility, which handles Mitsubishi Electric’s automotive equipment business, after which the two co-owners will jointly operate Mitsubishi Electric Mobility.

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