Infineon raises full-year guidance as AI demand drives Q2 growth May 07, 2026 German semiconductor manufacturer Infineon Technologies has raised its full-year guidance for fiscal 2026 after reporting second-quarter revenue of EUR 3.81 billion, up 6% YoY. The upgrade is driven by surging demand for power supply solutions for AI data centres, with automotive order intake also showing signs of recovery.
Aixtron supplied planetary GaN MOCVD systems to Renesas May 07, 2026 Aixtron has supplied Renesas with multiple Planetary G5+C systems to expand its Gallium Nitride (GaN) production in high-volume manufacturing (HVM) environments.
India approves semiconductor projects worth $400 million May 07, 2026 Crystal Matrix will establish an integrated facility for compound semiconductor fabrication and ATMP while Suchi Semicon will set up an OSAT facility for manufacturing discrete semiconductors, in Gujarat.
Applied Materials acquires NEXX business from ASMPT May 06, 2026 US semiconductor equipment maker Applied Materials has entered into a definitive agreement to acquire the NEXX business from ASMPT, adding panel-level electrochemical deposition technology to its advanced packaging lineup.
Rebellions partners with SKT, Arm to bolster AI infrastructure May 06, 2026 This alliance aims to address the surging demand in the inference market and set standards for high-performance, energy-efficient sovereign AI infrastructure.
Mosaic SoC raises $3.8M to advance spatial intelligence May 06, 2026 The Swiss semiconductor startup builds integrated circuits that process visual and positional sensor data to give devices a real-time understanding of where they are and what’s around them.
Denso withdraws bid for ROHM stake after board fails to secure support May 05, 2026 Less than a year after announcing a strategic semiconductor partnership, Denso has pulled its proposal to acquire shares in ROHM — after failing to secure support from ROHM's board of directors and special committee.
GPV improves profitability in Q1 despite falling sales May 05, 2026 Danish EMS provider GPV reported improved earnings in the first quarter of 2026, as structural measures implemented during 2025 began to take effect — even as sales declined and supply chain pressures mounted.
Global semi sales grow 25% from 4Q25 to 1Q26 May 05, 2026 Global semiconductor sales reached USD 298.5 billion during the first quarter of 2026, an increase of 25% compared to Q4 of 2025, reports SIA.
Rocsys unveils multi-bay hands-free charging solution, raises $13M May 04, 2026 Rocsys M1 combines AI-enhanced computer vision for precise, continuously improving plug-in performance and motion intelligence for safe, context-aware operation. Rocsys M1 is fully interoperable across EVs, chargers and connector types.
Evertiq Expo Kraków 2026: from design decisions to market tensions May 04, 2026 What happens at the design stage is increasingly resolved later – in production and on the market. Decisions related to system architecture, material selection or operating parameters often return in the form of integration challenges, manufacturing constraints or supply chain risks. In electronics for demanding applications, these dependencies are particularly visible. Design, system performance and market conditions form a connected system in which changes in one area affect the others.
Rheinmetall, Boeing partner on German MQ-28 Ghost Bat May 04, 2026 Boeing’s MQ-28 Ghost Bat, a proven autonomous collaborative combat aircraft (CCA), has completed more than 150 flights and has been designed, developed and manufactured in Australia for the Royal Australian Air Force and other allied nations.
Advantest partners with Applied Materials, joins EPIC platform May 04, 2026 As the first automated test equipment (ATE) company to join the platform, Advantest will partner with Applied Materials to strengthen the links between front-end manufacturing technologies and back-end testing of chips and packages.
Rolls-Royce, Voltaria to build 43 MW BESS in Scotland May 01, 2026 The mtu EnergyPack, with a capacity of 86 MWh and an output of 43 MW will connect to the grid in 2026 and come online in 2027. Rolls-Royce will maintain the system for 15 years.
Air Products to supply industrial gas for Samsung’s Korea fab May 01, 2026 Under the agreement, the US company will build, own and operate multiple state-of-the-art production facilities and a bulk specialty gas supply system to supply nitrogen, oxygen, argon and hydrogen for Samsung’s new semiconductor fab.
Global silicon wafer shipments grew 13% YoY in 1Q26 April 30, 2026 Worldwide silicon wafer shipments increased 13.1% year-on-year to 3,275 million square inches (MSI) from the 2,896 MSI recorded during the same quarter of 2025, reports SEMI.
Incap grows revenue but margins tightens in Q1 April 30, 2026 Finnish EMS provider Incap reported revenue growth of 7.3% in the first quarter of 2026, but profitability fell sharply as component availability issues, foreign exchange headwinds, and acquisition-related costs weighed on the result.
Growth surge masks structural strain in semiconductor market April 30, 2026 During Evertiq Expo Zurich on April 23, 2026, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a pointed assessment of a semiconductor industry growing rapidly — but not evenly. In his keynote and a follow-up conversation, Aasholm argued that while headline figures suggest unprecedented expansion, underlying dynamics point to structural imbalances across the supply chain.
Aspocomp reports record-high order book as revenue dips in Q1 April 29, 2026 Finnish PCB manufacturer Aspocomp closed the first quarter of 2026 with its highest-ever order book, even as revenue and profitability declined against a strong comparison period.
Evertiq Expo Zürich 2026 – highlights in pictures April 29, 2026 Evertiq Expo made its debut in Zürich on April 23, bringing together the Swiss electronics industry for a day of networking, insights, and focused discussions.
MELSS, Valtech form JV to boost semiconductor supply chain April 29, 2026 By combining Indian company MELSS’s manufacturing expertise with Valtech’s global strengths, the joint venture is positioned to deliver high-performance solutions that meet the evolving needs of next-generation electronics.
Everged partners with Georgia Green Energy to advance EV charging April 29, 2026 Through this collaboration, Everged and Georgia Green Energy will introduce flexible, scalable business models designed to remove traditional barriers to EV charging adoption and accelerate deployment while ensuring long-term system performance and profitability.
SiPearl appoints Guillaume Etorre as COO ahead of Rhea1 launch April 28, 2026 European processor developer SiPearl has appointed Guillaume Etorre as Chief Operating Officer, strengthening its executive team as the company prepares to bring its first-generation Rhea1 CPU to market in the coming weeks.
Omdia lifts 2026 semiconductor outlook as AI-driven memory constraints intensify April 28, 2026 Omdia has significantly raised its 2026 semiconductor revenue forecast, now projecting growth of 62.7%, citing sustained AI-driven demand and tightening supply conditions in memory markets.
Microchip expands hydrogen maser production with new Alabama facility April 28, 2026 US semiconductor company Microchip Technology has opened a new manufacturing facility in Tuscaloosa, Alabama, to increase production capacity for its hydrogen masers and reduce lead times.
Flex expands Teradyne Robotics partnership to scale factory automation April 28, 2026 US-based EMS provider Flex is expanding its partnership with Teradyne Robotics to accelerate the deployment of automation technologies across its global production footprint.
Toshiba starts sample shipments of new SmartMCD series product April 28, 2026 TB9M030FG is suitable for sensorless control of the three‑phase brushless DC motors used in automotive applications, such as electric water pumps, electric oil pumps, electric fans and electric blowers.
IndieSemiC, Nordic to develop wireless modules for connected devices April 27, 2026 Under the partnership, IndieSemiC will be responsible for the module lifecycle — including RF design, antenna engineering, hardware development, firmware support, testing, validation, certification, and manufacturing — while Nordic Semiconductor will provide the core chipset technology.
Airbus, Thales Alenia, RADMOR partner to develop Polish satellite April 27, 2026 The three partners will combine their respective expertise in military communications payloads, mission control, efficient satellite platform design and industrialisation, as well as secure ground infrastructure and cybersecurity.
Renewable Metals raises $12 million in Series A April 27, 2026 The Australian startup is developing a locally deployable solution to recover critical minerals within domestic or regional supply chains, reducing reliance on exporting battery waste and offshore refining.
Rina, Hanwha to advance battery-hybrid propulsion systems April 27, 2026 The partnership brings together Hanwha’s expertise in propulsion, energy storage and systems integration with Rina’s regulatory and certification know-how, fostering the development and adoption of next-generation propulsion solutions for the maritime sector.
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