Cambridge GaN Devices partners with GlobalFoundries October 14, 2025 Fabless semiconductor company Cambridge GaN Devices (CGD) has partnered with GlobalFoundries to manufacture its single-chip ICeGaN power devices. The agreement supports CGD’s fabless strategy and expands the company’s supply chain to meet increasing demand for energy-efficient GaN-based components.
Applied Materials and ASU open $270M semiconductor research centre in Arizona October 13, 2025 Applied Materials and Arizona State University have officially opened the Materials-to-Fab Center, a USD 270 million research and prototyping facility aimed at accelerating innovation in semiconductor manufacturing.
Mercedes-Benz spins off chip team to form Athos Silicon October 09, 2025 Mercedes-Benz has announced a collaboration with semiconductor company Athos Silicon to accelerate the development of advanced chiplet architectures for autonomous computing.
Indian semiconductor startup Morphing Machines raises $4.3M October 09, 2025 The new funds would be used to build and test the company’s first chip, expand its engineering team and launch pilot projects with data center clients. Commercial deployments are planned in India, Europe and the US.
Their experiments on a chip revealed quantum physics in action October 08, 2025 A major question in physics is the maximum size of a system that can demonstrate quantum mechanical effects. This year’s Nobel Prize laureates conducted experiments with an electrical circuit in which they demonstrated both quantum mechanical tunnelling and quantised energy levels in a system big enough to be held in the hand.
ShunYun Technology & NewPhotonics enter volume PIC manufacturing deal October 07, 2025 ShunYun Technology Ltd (SYT), a manufacturer of optical transceivers, and NewPhotonics, a designer of photonic integrated circuit (PIC) chips for data centre optical interconnect, have entered into a strategic OSAT partnership for volume manufacturing of the NewPhotonics NPG product line.
ESD industry posts $5.1 billion in revenue in Q2 2025 October 07, 2025 The Electronic System Design (ESD) industry revenue increased 8.6% to USD 5,089.4 million in the second quarter of 2025 from the USD 4,685.5 million registered in the second quarter of 2024, according to the ESD Alliance, a SEMI Technology Community. The four-quarter moving average rose 10.4%, based on a comparison of the most recent four quarters to the prior four.
Amkor expands Arizona chip operations to $7B October 07, 2025 Amkor Technology has broken ground on its new advanced semiconductor packaging and test campus in Arizona, expanding its planned investment to USD 7 billion.
“We are not just building factories – it’s Europe’s strength for the future.” October 07, 2025 TLT Manufacturing has been making headlines in recent months with its expansion strategy. In September, the Lithuanian electronics group inaugurated a EUR 320 million expansion in Vilnius, which included four new factories, highlighting its ambition to build a vertically integrated manufacturing park in Europe.
US quantum computing firm Rigetti secures $5.8M AFRL contract October 06, 2025 Building on Rigetti and QphoX’s successful demonstration of qubit-transducer systems working together to perform optical single-shot qubit readout, the team plans to combine superconducting microwave qubits developed by Rigetti with single-photon microwave-optical transducers developed by QphoX.
Swiss chip cooling startup Corintis raises $24 million October 03, 2025 Corintis’s technology focuses on optimized micro-scale liquid cooling for computer chips in data centres. Microsoft in collaboration with Corintis has developed an in-chip microfluidic cooling system that can effectively cool a server running core services.
Samsung partners with OpenAI to boost global AI infrastructure October 03, 2025 This collaboration will bring together the collective strengths of Samsung companies across semiconductors, data centers, shipbuilding, cloud services and maritime technologies.
GSME acquires Muse Semiconductor October 02, 2025 GS Microelectronics US, Inc. (GSME), a supplier of IC design and manufacturing solutions, has acquired Muse Semiconductor, a provider of multi-project wafer (MPW) services, enabling chip designs built on TSMC technology.
Qualcomm declares “complete victory” over Arm in licensing dispute October 02, 2025 Qualcomm has secured what it calls a “complete victory” in a licensing battle with British chip designer Arm, after a US District Court dismissed the final claim in Arm’s lawsuit.
Intel and AMD in early talks on potential foundry collaboration October 02, 2025 According to a report from Semafor, later cited by Reuters, Intel has entered preliminary talks with AMD regarding a potential foundry partnership. Sources familiar with the matter emphasise that the discussions are still at an early stage and no outcome has been decided.
Axcelis and Veeco agree to $4.4 billion all-stock merger October 02, 2025 Axcelis Technologies and Veeco Instruments have entered into a definitive agreement to merge in an all-stock transaction that values the combined company at approximately USD 4.4 billion. The deal will create one of the largest US suppliers of semiconductor manufacturing equipment.
SEALSQ and Kaynes SemiCon form JV to establish India's first OSTP facility October 01, 2025 SEALSQ Corp and Kaynes SemiCon have signed a term sheet to form a joint venture, SEALKAYNESQ Ltd, which will establish India’s first Outsourced Semiconductor Test and Personalisation (OSTP) facility.
DRAM module revenue up 7% in 2024, driven by tight supply and restocking October 01, 2025 TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.
Kurtz Ersa enters the semiconductor industry September 26, 2025 The Kreuzwertheim-based mechanical engineering group Kurtz Ersa has taken over the business operations of the insolvent equipment manufacturer ATV Technologie GmbH, based in Vaterstetten near Munich.
Northrop Grumman opens semiconductor facilities to external partners September 23, 2025 Northrop Grumman says that its Microelectronics Center will now provide external access to the company’s three US government-accredited semiconductor manufacturing facilities. The move is intended to expand secure domestic production of defense-grade microelectronics and strengthen US supply chain.
Texas awards $250 million grant to Samsung’s Taylor chip plant September 19, 2025 The facility is expected to span roughly 6 million square feet and employ about 2,000 people. The plant will include two logic fabs and a research and development facility.
STMicroelectronics to launch $60M pilot line in France September 17, 2025 Semiconductor manufacturer STMicroelectronics plans to establish a new pilot line for Panel-Level Packaging (PLP) technology at its Tours facility in France, backed by a USD 60 million investment. The pilot line is expected to be operational in the third quarter of 2026.
Stefan Hofschen named as new CEO of Swissbit September 16, 2025 Swissbit AG has appointed Dr. Stefan Hofschen as its new Chief Executive Officer, effective January 1, 2026. He will succeed Silvio Muschter, who will transition to the newly created role of Group Chief Technology Officer.
Smartwatches drive micro LED adoption September 11, 2025 Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year.
Scintil raises €50 million to scale integrated photonics for AI factories September 10, 2025 The funding enables France’s Scintil Photonics to expand hiring, accelerate production and deepen its international presence as it delivers the industry’s first single-chip DWDM light engine, integrating multi-wavelength lasers with silicon photonics, aligned with next-generation CPO.
NXP to relocate German headquarters in Hamburg September 09, 2025 NXP Semiconductors says it plans to relocate its German headquarters from Hamburg-Lokstedt to a new site in Hamburg-Bahrenfeld. The move, scheduled for early 2031, will mark the company’s departure from its current location after more than 100 years.
Tata Electronics partners with Merck to boost India’s chip capabilities September 08, 2025 Merck will offer its full suite of products and services, including high-purity electronic materials, advanced gas and chemical delivery systems, turnkey fab infrastructure services, and its Material Intelligence solutions powered by AI, for Tata Electronics’ fab in Gujarat.
Trump warns ‘fairly substantial’ semiconductor tariffs are coming September 05, 2025 Trump had said last month that he would impose a 100% tariff on semiconductor imports, but would exempt products from companies that shift their manufacturing to the US.
LTSCT, IISc to develop centre for semiconductor research in India September 05, 2025 The national 2D innovation hub, said to be the first of its kind in India, will focus on next-generation semiconductor innovation, beyond silicon chip technologies.
IQM raises €275 million in round led by Ten Eleven Ventures September 04, 2025 The additional capital enables the Finnish quantum computing company to enhance its presence in the US market and further access key global markets to serve the growing demand in IQM’s products.
2Q25 foundry revenue surges 14.6% – TSMC extends market dominance September 02, 2025 Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.
The component lifecycle is collapsing under its own progress September 01, 2025 The real crisis isn’t that obsolescence happens – it's that the industry still acts like it won’t.