Kratos wins $20M contract to deliver mobile SATCOM gateways
As part of the system, Kratos will deliver its rapid‑deployable, truck‑mounted Trifold transportable antennas, which are integrated into the mobile SATCOM hub that provides high‑throughput, dependable communications in dynamic field environments.
GCT forms partnership to advance UAV control and communications
GCT Semiconductor and the infrastructure provider for utilities and IoT have a long history of cooperation in the utility sector. The collaboration combines GCT’s cellular and NTN expertise with the provider’s industrial-grade wireless innovation.
Nvidia to acquire Hugging Face for $12.9 billion
Nvidia has announced an agreement to acquire Hugging Face, the AI model hub and open-source platform, for USD 12.93 billion.
PEI-Genesis opens connector assembly facility in Pune, India
US interconnect solutions provider PEI-Genesis has opened a new production facility in Pune, India, its sixth globally and second in the Asia-Pacific region. The facility commenced operations on July 1, 2026, and has already shipped its first customer order.
Sivers Semiconductors to expand photonics manufacturing in Glasgow
Swedish company Sivers Semiconductors is investing USD 30 million to expand its indium phosphide manufacturing facility in Glasgow, Scotland.
NOTE wins Security & Defence contract worth €14 million
Swedish EMS provider NOTE has been awarded a contract by a European customer in the Security & Defence sector, with an estimated value of approximately SEK 160 million (approximately EUR 14.3 million) over a three-year period. Order intake to date indicates a higher delivery rate than initially planned.
Chinese court freezes Nexperia assets worth €270 million
A Chinese court has ordered the freezing of equity interests in five Nexperia subsidiaries in China, valued at approximately CNY 2.14 billion, approximately EUR 274 million. The order was obtained by Wingtech, Nexperia's Chinese parent, in connection with an ongoing lawsuit seeking CNY 8 billion in damages.
Indian firm Kepler raises $8 million to build swarm satellites
Indian space tech company Kepler Aerospace is focused on enabling reliable, secure and scalable space missions across strategic, defence and commercial applications, with a focus on persistent, low-latency intelligence from space.
Samsung Electro-Mechanics signs $790M AI server MLCC contract
Including this customer, Samsung Electro-Mechanics has signed long-term MLCC supply agreements (LTAs) with over 10 global companies. The company said it is also in discussions for long-term supply contracts with several global companies.
Semiconductor obsolescence is becoming a structural problem
The gap between how long electronics manufacturers need their products to last and how long component makers are willing to keep producing them is widening. For industries like aerospace, medical and defence – where a product can be in service for twenty or thirty years – the shift toward consumer-driven semiconductor lifecycles is creating a slow-moving crisis that is only now getting the attention it deserves.
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