Nvidia and MediaTek deepen partnership across AI infrastructure, PCs and automotive September 01, 2026 Nvidia and MediaTek have announced an expanded collaboration spanning cloud AI infrastructure, local AI computing and automotive. As part of the deal, Nvidia has invested USD 3.5 billion in convertible bonds issued by MediaTek.
No AI without security September 01, 2026 Why cybersecurity is the key to AI applications in medical technology?
Sweden must turn semiconductor expertise into industry September 01, 2026 Semiconductors form the backbone of our digitalised society and are business-critical for everything from AI and defence to next-generation energy systems. Yet despite Sweden being among the global leaders in academic fundamental research, we face a critical challenge: we must strengthen our own manufacturing capacity.
CXMT sues Pentagon over ‘Chinese military company’ designation August 31, 2026 CXMT, the world’s fourth-largest DRAM maker, is seeking removal from the Pentagon’s Section 1260H list of Chinese companies with military ties to Beijing. It was first added to the list in January 2025, and kept on the list after a review in June.
US startup Discovered Materials closes $9 million seed round August 31, 2026 The funding is expected to advance the San Francisco-based company’s aim to make new materials discovery to keep pace with AI’s demand for compute.
Taiwan charges 9 over illegal AI server exports to China August 28, 2026 The nine people include one from Nvidia and two from Super Micro, according to a report by Associated Press. Prosecutors said the servers were ‘B300’ GPUs, which have been banned from sale to China.
Renesas sets up physical AI & robotics lab in Beijing August 27, 2026 Japanese electronics company Renesas has opened a new Physical AI & Robotics Lab in Beijing, China, aimed at supporting the development, demonstration and validation of next-generation robotic systems.
LGES announces start of production at new Lansing battery plant August 26, 2026 With the opening of its Lansing facility, LG Energy Solution now operates two facilities in Michigan, located in Holland and Lansing. The South Korean company has invested more than USD 5 billion total in the state of Michigan since 2010.
Forge Nano breaks ground on battery gigafactory in North Carolina August 20, 2026 Forge Nano has broken ground on a major expansion of its lithium-ion battery manufacturing facility in Morrisville, North Carolina, in the United States. The project, backed by up to USD 100 million from the US Department of Energy, will expand the site to nearly 315,000 square feet and establish up to 3 GWh of annual battery cell manufacturing capacity.
Lam Research to invest more than $3 billion in global R&D lab network August 18, 2026 Lam Research plans to invest more than USD 3 billion over the next five years to expand its global research and development lab network. The investment is expected to increase experiment capacity by more than 50% and further compress product development cycles for semiconductor customers.
Navitas files patent infringement lawsuit against Renesas August 12, 2026 The lawsuit comes weeks after Japanese semiconductor company Renesas sued US-based Navitas in the California federal court, claiming the company poached its employees to steal trade secrets for developing next-gen GaN chips.
UK startup Olix raises $312M, appoints Nick McKeown to its board August 12, 2026 Nick McKeown co-invented software-defined networking, OpenFlow and P4. He is Professor Emeritus of Computer Science and Electrical Engineering at Stanford University and winner of the 2025 Marconi Prize.
SpaceX, Tesla to initially spend $16.8 billion on Texas chip plant August 07, 2026 Terafab, a vertically integrated semiconductor fabrication plant in Grimes County, Texas, with over 100 million square feet of manufacturing space, will employ at least 3,000 people.
Netlist, Samsung settle patent disputes, sign new memory deal August 06, 2026 Under the agreements, Samsung will receive access to US firm Netlist’s complete patent portfolio, including its server DIMM and High Bandwidth Memory technologies. Samsung will supply Netlist DRAM and NAND products, and the parties agree to settle and mutually release all pending legal actions.
Air Liquide invests $150M in Idaho semiconductor gas plant August 06, 2026 Scheduled to begin operations in 2028, Air Liquide’s production unit will deliver large volumes of ultra-pure nitrogen, oxygen and argon, essential for manufacturing advanced memory chips.
ASIP breaks ground on $260 million OSAT facility in India August 04, 2026 The 30-acre facility in Andhra Pradesh will have an annual production capacity of 96 million chips and serve high-growth sectors such as AI, high-performance computing, data centres and high-speed communications.
Siemens, Nvidia advance self-verifying agentic AI workflows July 31, 2026 The new capabilities build on Siemens’ recently introduced Fuse EDA AI Agent system and add new Nvidia AI technology to help long-running, domain scoped, AI agents reason, act and continuously validate decisions against deterministic, physics-based EDA engines.
AI infrastructure boom reshapes electronics supply chain, says in4ma July 29, 2026 The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.
AI data centres are consuming PCBs – Chinese lead times stretch to 2028 July 28, 2026 In an interview with Evertiq, Didrik Bech, board member of PCB supplier Confidee, described how the AI infrastructure boom is creating an unprecedented demand for materials, resulting in supply shortages that could reshape market conditions across several European industries.
Anthropic to deploy 2 gigawatts of AMD Instinct MI450 chips July 23, 2026 AMD has also pledged to invest up to $5 billion in the AI company. In addition, AMD and Anthropic are launching a multi-year engineering collaboration to use Claude to accelerate AMD software development.
Stop lobbying, start listening: Better policy begins with a conversation July 22, 2026 In late June I spent a full day in Brussels, moderating a room full of speakers, panelists, policymakers and manufacturers, all there to talk about the future of European electronics. By the end of it, one thing was obvious. Everyone in that room agreed the industry matters. Almost nobody disagreed about the stakes. And yet agreement is not the same as alignment, and the gap between "we support you" and "here is what we will actually do" is exactly where good intentions tend to disappear.
Paras to set up $644 million chip packaging facility in India July 22, 2026 Paras Semiconductors, a subsidiary of Indian company Paras Defence and Space Technologies, has signed an MOU with the Madhya Pradesh government’s department of science and technology to jointly set up an OSAT facility in the state’s Indore-Ujjain region.
Electronic components market: A crisis gathering momentum July 20, 2026 Artificial intelligence, geopolitical tensions, rising raw material prices, and increasingly longer delivery times create a combination of factors that could make life much more difficult for electronics manufacturers.
Report: Samsung cuts US jobs ahead of HQ move July 20, 2026 The South Korean company said that 739 roles in Englewood Cliffs, New Jersey, have been affected by Samsung Electronics America’s (SEA) plans to move its headquarters to Texas.
TSMC pledges another $100 billion to expand US chipmaking capacity July 17, 2026 The Taiwanese chip giant’s announcement comes after it posted a 77% hike in second-quarter profit to a record high of USD 22 billion, beating market forecasts.
India approves $13.3 billion for fresh semiconductor push July 16, 2026 Companies involved in the manufacturing and R&D of the machines and manufacturing of materials, chemicals and gases that are essential for manufacturing semiconductors will be incentivized.
Intel uses next-gen ASML tool to produce its laptop chips July 15, 2026 Intel Foundry has entered high-volume manufacturing for a subset of Intel Core Ultra Series 3 processors, code-named Panther Lake, using ASML’s EXE High NA EUV technology.
Bosch announces $225 million funding deal with US government July 14, 2026 Bosch is investing up to $2 billion to transform the Roseville, California site into a facility that produces and tests SiC semiconductors with state-of-the-art processes and equipment.
Europe's PCB comeback is colliding with a supply chain that isn't ready July 13, 2026 Europe's printed circuit board industry is having a moment. Defence spending is up, AI is driving demand, and policymakers are finally talking about electronics as strategic infrastructure. But as I discovered in a recent EMS@C-Level conversation with Vytautas Ilgunas, Chief Commercial Officer at TLT PCB, and Raymond Goh, Chief Operating Officer at Confidee, the comeback is running headfirst into a supply chain that we spent the last two decades hollowing out. The demand is real. The capacity to serve it, particularly in materials, is not.
QD raises €91 million to scale next-generation chip inspection July 13, 2026 Founded in 2022 as a spin-out of the Technical University of Munich, QuantumDiamonds (QD) will use the funding to deliver lab systems to leading chipmakers and advance wafer-level capabilities for high-throughput fab inspection.
SandboxAQ wins $500M award to accelerate AI-led materials discovery July 10, 2026 The award under the US CHIPS and Science Act will accelerate the development and deployment of SandboxAQ’s AI-driven materials discovery platform to address critical semiconductor materials bottlenecks and supply chain risks.
Apple to spend $30 billion on US-made chips from Broadcom July 09, 2026 The new agreement will lead to the production of more than 15 billion US-made chips and enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a USD 1.5 billion capital expenditure investment.