Guys, can we please stop inflating orders?
We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.
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D-Wave, Yonsei, Incheon team up to boost quantum computing
Under the terms of the MOU, the three organizations intend to work together to advance mutual research and talent development for quantum computing, provide access to D-Wave’s quantum computing technology, and collaborate on development of use cases in biotechnology, materials science and other areas.
Be.EV inks $27M deal to power up Schroders’s UK retail portfolio
The £20 million (USD 27 million) investment will see UK EV charging network Be.EV fully fund the installation and maintenance of state-of-the-art charging solutions at sites managed by five Schroders Capital real estate funds.
UbiQD to supply Quantum Dot technology to First Solar
The supply agreement between the two American companies is expected to enable the early adoption of Quantum Dot (QD) in thin film modules, with the potential for UbiQD to grow to over 100 metric tons of production per year.
iPronics partners with Ansys to bring reliability to AI workloads
iPronics integrates Ansys solutions across its core development workflow — from optical layout to packaging and thermal simulations — enabling robust, full-stack design and validation of photonic integrated circuits (PICs) that perform reliably despite fabrication variability.
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Dhruva’s space-grade solar panels to power up Pixxel’s satellite fleet
The partnership represents the coming together of two Indian spacetech start-ups. Built with high-efficiency triple-junction GaAs solar cells, Dhruva Space’s Solis+ panels are designed to operate reliably in the extreme conditions of space.
Anglia signs franchise agreement with Winslow Adaptics
Anglia Components adds IC sockets, adapters and semiconductor hardware from Winslow Adaptics, a UK-based designer and component manufacturer.
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Safran partners with HAL to produce LEAP engines forged parts
This agreement supports the Indian government’s “Make in India” policy and follows the MoU signed by Safran and HAL in October 2023 to develop industrial cooperation in LEAP engine parts manufacturing, as well as the contract signed last February to produce forged parts.
Xanadu, Mitsubishi Chemical to develop quantum algorithms for EUV lithography
In this partnership, researchers from Mitsubishi Chemical's Materials Design Laboratory will provide deep expertise on EUV photoresist materials, including their molecular structures, compositions, and reactivity.
FUJI AIMEX IIIc boosts Semitron’s production output by 18%
By implementing a second SMT line with the FUJI AIMEX IIIc placement machines and the GPX-C solder paste printer, the company increased its daily production output by 18%, while simultaneously reducing the defect rate by 15%.
Telekom announces European industrial AI infrastructure with Nvidia
The AI factory in Germany will support industrial AI workloads for European manufacturers. It will feature 10,000 GPUs through Nvidia DGX B200 systems and RTX Pro Servers running Nvidia CUDA-X, RTX and Omniverse accelerated workloads from leading software vendors.
U Power teams up with Beijing Foton to advance battery swapping
U Power will provide technological support to enable incorporation of battery-swapping capabilities on Beijing Foton vehicles, development and testing of battery-swapping stations to serve electric vehicle models, as well as connection of vehicles with its battery-bank ecosystem.
MegazoneCloud, Classiq sign MoU for quantum computing collaboration
This strategic partnership aims to accelerate the commercialization of quantum technologies through joint initiatives such as co-developing quantum education programs, designing and executing customer-focused pilot projects, and exploring technical integrations for hybrid computing environments.
HyperStrong partners with Repono to advance energy storage in Europe
Repono’s project development expertise, including site development, permitting and grid interconnection, will be complemented by HyperStrong’s full-scope system integration capabilities, including BESS solution delivery and associated lifecycle services.
Axiom partners with India’s Skyroot to advance space exploration
This collaboration further reinforces the growing cooperation between Axiom Space and the Indian space sector. Axiom Mission 4 (Ax-4), which launched June 25, marks India’s return to human spaceflight and the nation’s first mission on board the International Space Station.
Navitas partners with Powerchip for 200mm GaN production in Taiwan
Navitas Semiconductor has announced plans to start 200mm GaN-on-silicon production in collaboration with Powerchip Semiconductor Manufacturing Corporation (PSMC), marking a new phase in the company's supply chain and technology strategy.
Mitsubishi Fuso-Hino merger: 4 firms collaborate to boost Japan’s automotive sector
The four firms agreed to collaborate based on a shared desire to create the future of commercial vehicles and will work together to address issues involving commercial vehicles, such as carbon neutrality and logistics efficiency.
Volektra partners with Jendamark to boost magnet-free electric motor tech
This collaboration designates Jendamark as the partner for industrializing and deploying production lines based on Volektra’s patented Virtual Magnet Motor (VMM) platform.
Oracle, AMD partner to enhance performance for AI and agentic workloads
Oracle will offer zettascale AI clusters accelerated by the latest AMD Instinct processors with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale.
DIPA, Vi team up to boost sustainable growth in India’s telecom sector
The objectives of this alliance include implementing green energy solutions, promoting the Green Energy Open Access (GEOA) policy, and boosting adoption of clean energy technologies throughout the country’s telecom infrastructure.
GE Aerospace, Kratos expand small engine portfolio
The new teaming agreement expands on an earlier MOU and provides the framework for the two companies to develop, manufacture, test, and field the GEK800 Engine, as well as collaborate on other low-cost expendable turbofan engines.
OQC, Kvantify announce project to enhance battery innovation
The project, named CoaxChem to signify the collaboration of OQC’s patented Coaxmon architecture and Kvantify’s quantum chemistry capabilities, aims to co-develop a novel quantum chemistry software that will seamlessly integrate with OQC’s quantum hardware.
Comau partners with Intecells to boost battery electrode manufacturing
Comau will work with Intecells, which has patented an innovative cold plasma application, to develop a cost-effective technology path for customers looking to integrate the new technology within existing cell manufacturing lines.
Okmetic produces first wafers from expanded Vantaa fab
Okmetic has produced the first silicon wafers from its newly expanded fabrication facility in Vantaa, Finland. The milestone marks the completion of the initial phase of what will ultimately be a EUR 400 million expansion.
Gurīn selects Saft’s BESS for 1 GWh project in Fukushima
The project will be capable of providing over 240 megawatts (MW) of power for four hours and construction is expected to begin in 2026.
SEALSQ partners with ColibriTD, Xdigit to develop solution for wafer yields
The solution aims to significantly improve wafer yield for advanced semiconductor designs at nodes below 7nm by addressing IR Drop issues. It features an advanced mathematical modeling of IR Drop and leverages quantum computing’s ability to solve the resulting complex Partial Differential Equations.
Toyota Tsusho, LG Energy establish battery reclamation JV in US
Going forward, Green Metals Battery Innovations (GMBI) plans to build a facility with an objective to achieve annual processing capacity of up to 13,500 tons of scrap, equivalent to more than 40,000 automotive battery units.
Caspia collaboration to boost security verification in Siemens’ Questa One
Fueled by AI technology, the hardware root of trust has now become vulnerable to attack, making it critical to harden SoC designs against such sophisticated attacks. The collaboration responds directly to this threat by adding Caspia’s industry leading GenAI security technology to the Questa One smart verification solution.
Safran, Saft to co-develop high voltage battery system for aviation
Thanks to the combined expertise of Safran and Saft, the system incorporates high performance lithium-ion cells, cutting-edge technologies in thermal runaway containment, system management, and safety-related algorithms, ensuring the highest safety standards.
Taiwanese Radiant acquires Finland's Inkron Oy
Radiant Opto-Electronics is acquiring Finnish advanced optical materials company Inkron Oy from Japan’s Nagase Group for JPY 1.035 billion (EUR 6.12 million).
Micron reports record 3Q revenue, projects continued growth in Q4
Micron Technology reported record revenue of USD 9.30 billion for the third quarter of its fiscal 2025, marking a significant sequential and year-over-year increase as demand for AI-related memory solutions continues to accelerate.
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