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SK Group Chairman Chey Tae-won said the global shortage of semiconductor wafers could last until 2030, as demand driven by artificial intelligence continues to outpace supply, according to Reuters.

Riku-Hynninen

European electronics manufacturing services (EMS) providers are entering a new phase marked by consolidation, rising defence demand, and increasing geopolitical pressure on supply chains.

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bulgaria-investment-2026

Hungarian electronics manufacturer Videoton has invested more than EUR 2 million to renovate and expand production facilities at its subsidiary in Stara Zagora, Bulgaria, the company states in a press release.

LPDDR5

US memory manufacturer Micron Technology has completed the acquisition of the P5 semiconductor facility in Tongluo, Miaoli County, Taiwan, from Powerchip Semiconductor Manufacturing Corporation (PSMC).

Sponsored content by KOH YOUNG

Koh Young, the industry leader in True 3D measurement-based inspection solutions, will serve as the Premier Sponsor of IPC APEX EXPO 2026, March 16 to 19 at the Anaheim Convention Center. At Booth 1824, Koh Young will demonstrate how AI-powered inspection and software solutions help electronics manufacturers improve stability and productivity amid tighter tolerances, higher mix production, and rising quality expectations.

Arendal-facility

Norwegian EMS provider Kitron ASA has received an order worth EUR 16 million for the production of ground-based systems used in counter-drone (C-UAS) applications, the company states in a press release.

Semiconductors_team

The Bengaluru-based company plans to use the fresh capital to scale production of GaN components to 100,000 units over the next 24 months. Agnit will also expand into telecom infrastructure and power semiconductor devices.

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Synergy

The joint venture will combine Axonex’s operational resources and international business capabilities with Synergy Technology Group’s digital twins and drone flight control systems technology.

Data_Center_Akela999

The 10MW-class chiller is optimally designed with the objective of aligning with emerging reference architectures for large-scale AI computing facilities, which demand higher cooling capacity, increased redundancy, and standardized deployment models.

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Microchip_Collaboration

Vector and Microchip closely align their products to ensure early hardware and software compatibility and to facilitate joint further development.

The 800G and 1.6T PIC100 transceivers enable higher bandwidth, lower latency, and greater energy efficiency as AI workloads surge.

The 2026 investment — the company’s second consecutive USD 1 billion US investment — is expected to benefit sites across more than 30 communities in 17 states. GE Aerospace also plans to hire 5,000 US workers.

Hirose Electric, which has factories in Japan, China, South Korea, Indonesia and Malaysia, has signed an MoU with the Tamil Nadu government. Phase-1 of the project will involve manufacturing precision connectors and electronic components.

Energy_BESS

ABO Energy sold the facility in the second quarter of 2025 to Field, a London-based renewable energy infrastructure company operating across Europe. The plant has an output of 16 megawatts and a capacity of over 33 megawatt hours.

flexrotor

Garuda will offer Flexrotor services to its customers through both dry and wet lease options for a broad spectrum of civil and parapublic missions including infrastructure inspection, law enforcement, search, wildfire monitoring and disaster relief.

By combining Xanadu’s PennyLane quantum software with AMD computing solutions on the AMD DevCloud, Xanadu demonstrated how advanced aerospace simulations can be prepared and run in a hybrid quantum-classical environment.

Phantom

This week’s Video Friday features a Reuters report exploring a topic that until recently belonged mostly to science fiction: humanoid robots designed for military environments.

quantum_computer

The partnership between the University of Cambridge and quantum technology company IonQ will support the creation of the IonQ Quantum Innovation Centre, which will house a state-of-the-art IonQ 256-qubit quantum computer.

bharat_forge_Pune

Indian company Bharat Forge now has a full-stack aerospace manufacturing portfolio across aero-engine components, airframe structures, and landing-gear sub-systems for civil and military aviation.

nordic-ems-companies-logos

The Nordic region may have a relatively small population, but it maintains a surprisingly strong presence in the global electronics manufacturing services industry.

LPDDR6_DRAM

The South Korean company plans to complete preparations for mass production within the first half of the year and begin supplying the product in the second half, expanding its conventional DRAM lineup optimized for AI applications.

Robotics_founders

Italian company Mirai Robotics’ systems are designed to enable persistent surveillance, patrolling, monitoring, and control, reducing human exposure to risk and lowering operational costs compared to traditional models.

windmills-pexels

The power purchase agreements (PPA) covers two BESS facilities, with capacities of 110 MW (220 MWh) and 125 MW (250 MWh) respectively, which are currently under construction.

axonite_chip

The funding will be used to scale product development, expand customer engagements, and accelerate commercialization of Amber’s vertical power delivery solutions designed to power the rapidly growing AI infrastructure market.

Bellatrix_Aerospace

This partnership is expected to accelerate innovation and strengthen India’s capabilities in building next-generation satellite systems for Very Low Earth Orbit (VLEO).

Lithium

Under the agreement, Trafigura will purchase 8,000 metric tonnes per year of lithium carbonate over a 10-year period, totalling 80,000 tonnes, with deliveries beginning at the start of commercial production.

newark-delaware-opening

US semiconductor materials supplier Qnity Electronics has opened a new manufacturing facility in Newark, Delaware, aimed at expanding production capacity for chemical mechanical planarization (CMP) materials used in chip fabrication.

office

Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.

Metis-PCIe-and-M2

Dutch AI semiconductor company Axelera AI has raised more than USD 250 million in a new funding round aimed at supporting global commercial expansion and scaling production of its AI acceleration hardware.

inkjet-systems

Semiconductor advanced packaging equipment manufacturer Manz Asia has entered into a strategic partnership with Seiko Epson Corporation (Epson) to accelerate the adoption of advanced inkjet technology in semiconductor manufacturing.

pcb

Lead times for PCBs are increasing as shortages of key base materials and rising demand from AI infrastructure place growing pressure on the global supply chain. This is according to German PCB manufacturer ILFA GmbH.

IITD_research

The partnership will focus on research areas that support the future of mobility and engineering systems. These include quantum technologies, future materials, neuromorphic engineering and electric mobility.

founders

The seed funding will be used to expand manufacturing capabilities, testing of critical infrastructure and to accelerate commercial deployment.

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