Electronics under pressure: how real-world conflict is reshaping design assumptions
For years, defence electronics followed a relatively stable logic. Systems were designed against defined threat models, tested in controlled environments, certified, and then deployed with the expectation that they would remain valid over time.
Rapidus opens new Analysis Centre and Rapidus Chiplet Solutions
Japanese semiconductor manufacturer Rapidus has opened a new Analysis Centre and launched its Rapidus Chiplet Solutions (RCS), expanding its development infrastructure ahead of planned advanced semiconductor production in fiscal 2027.
Kioxia, Solidigm and SanDisk invests in Nanya Technology
Nanya Technology Corporation has received strategic participation in its private placement from Kioxia, SK hynix subsidiary Solidigm and SanDisk, as the company accelerates investment in advanced DRAM capacity for AI-driven demand.
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YMTC plans new fabs to boost capacity amid rising US-China tensions
Chinese memory chipmaker Yangtze Memory Technologies (YMTC) is planning to build two additional plants alongside a facility nearing completion, in a move that would more than double its production capacity, according to a Reuters report citing sources familiar with the matter.
Cicor sees strong Aerospace & Defence demand, expects organic recovery in 2026
Swiss EMS provider Cicor reported solid order intake in the first quarter of 2026, supported by continued strength in the Aerospace & Defence (A&D) segment and new customer wins.
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Japan approves extra $4 billion for chipmaker Rapidus
Established in 2022, Rapidus has secured funding from both the public and private sectors. It is aiming to mass-produce cutting-edge chips using 2-nanometer technology by 2027.
Gartner: Semiconductor revenue to exceed $1.3 trillion in 2026
Market research firm Gartner forecasts that global semiconductor revenue will exceed USD 1.3 trillion in 2026, representing 64% growth – the strongest growth in more than two decades – driven by continued strong demand related to AI, data centers and rising memory prices.
Agile closes acquisition of thyssenkrupp Automation Engineering
thyssenkrupp Automation Engineering will continue as Krause Automation as part of Agile Robots. The acquisition combines Agile’s AI-powered automation solutions with the engineering and implementation expertise of Krause Automation.
Monarch raises $55M to advance quantum photonics
The funding will accelerate production of the US company’s Quantum Light Engines, photonic control systems for quantum computing, sensing and networking, while supporting scale-up, supply chain expansion and global partnerships.
India signs $47M contract for Russian air defence system
The USD 47 million contract for the procurement of Tunguska Air Defence Missile Systems for the Indian Army was signed with JSC Rosoboronexport, Russia’s state intermediary agency for the export/import of defense and dual-use products, technologies and services.
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