Marvell and Google expand custom silicon partnership August 20, 2026 Marvell Technology has entered into an expanded commercial agreement with Google to develop custom semiconductor products across a range of programmes attached to Google's TPU ecosystem.
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.
AI server shipments forecast raised to 31% YoY in 2026 August 05, 2026 TrendForce estimates that the combined 2026 CapEx of Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu will exceed USD 886.7 billion, with the five North American hyperscalers accounting for nearly 90%.
Reimagine Robotics goes public with robots that ‘learn on the job’ August 04, 2026 The company is developing intelligent robots that anyone can train and use. Instead of requiring specialist programmers whenever a task or production process changes, workers can show the robot what to do, watch it attempt the task and correct it on the spot.
Taara launches link planner for wireless optical communications July 24, 2026 The platform allows users to plan deployments of Taara Lightbridge, the company’s wireless optical communications technology, which uses narrow, invisible beams of light to deliver high-capacity connectivity through the air between two fixed and easily deployable terminals.
Europe holds a 2.5% share of a market it helped build July 08, 2026 New data from in4ma and EMSNOW puts the global EMS and ODM industry at USD 820 billion for 2025 – and Europe's share of that figure is shrinking in relative terms even as the continent's largest players post revenue growth.
Hitachi, Google Cloud expand alliance to advance physical AI June 15, 2026 Through the strategic alliance, Hitachi will establish and globally deploy Hitachi’s Forward Deployed Engineers (FDEs) model that leverages its strengths in IT, OT, and products cultivated through Lumada, together with Google Cloud’s advanced AI.
AI boom pushes hyperscaler CapEx towards USD 830 billion in 2026 May 06, 2026 Rising demand for AI infrastructure is driving a sharp increase in capital expenditure among the world’s largest cloud service providers (CSPs), according to new data from TrendForce.
Agile, Google DeepMind partner to bring intelligence to robotics April 10, 2026 By bringing together Agile Robots’ hardware and other AI robotic solutions developed with Google DeepMind’s Gemini Robotics foundation models, the two teams will improve performance via robot deployment, data collection, model training and iteration.
Foundry set to grow 24.8%, but not all of the market is keeping pace March 27, 2026 In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.
AI demand lifts top foundries' Q4 revenue, Samsung gains share March 12, 2026 Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Indian space tech startup Cosmoserve raises $3.17 million October 31, 2025 The Hyderabad-based company is developing Active Debris Removal (ADR) technology and provides commercial ADR services to remove orbital debris and non-operational satellites.
Hitachi to acquire German data and AI services firm synvert October 20, 2025 This acquisition aims to accelerate the deployment of HMAX, Hitachi’s solution suite advancing operational autonomy and business model innovation through agentic and physical AI, solving customer and societal challenges in the AI era.
GreyOrange partners with Google Cloud on warehouse AI September 04, 2025 Unlike traditional solutions that struggle to scale beyond a few hundred units, GreyMatter DeepNav will effortlessly handle significantly larger robot operations with ease and precision.
Energy Dome signs CO2 battery technology agreement with Google July 28, 2025 The selection of Italian company Energy Dome’s proven and market-ready CO2 battery technology reflects its ability to be deployed at the scale, speed and affordability required on a global basis.
SCI raises $3.3M to develop security-enhanced microcontroller May 30, 2025 CHERI, which stands for ‘capability hardware enhanced RISC instructions,’ aims to protect against cyber attacks that use software memory misallocation, buffer over flows and other memory hacks.
Microsoft lays off 6,000 people or 3% of its workforce May 14, 2025 Microsoft employed 228,000 full-time workers as of June 2024. Of these, about 55% were in the US. The new job cuts will be its biggest since early 2023, when the company cut 10,000 jobs, or 5% of its workforce.
Google unveils pioneering geothermal plant initiative for Taiwan April 22, 2025 Google has released details of a 10MW geothermal energy plant to fuel AI chip production in Taiwan, signaling an enormous green innovation.
Samsung’s AI robot Ballie paired with Google Cloud’s Gemini April 11, 2025 Ballie, a home AI companion robot from Samsung, will use Google Cloud’s generative AI tech Gemini’s multimodal capabilities along with proprietary Samsung language models to process and understand a variety of inputs.
Quantum computing startup PsiQuantum ‘is raising $750M’ March 25, 2025 PsiQuantum uses existing photonics technology at a facility run by GlobalFoundries in New York. In February, PsiQuantum said it had figured out how to manufacture quantum chips in large quantities.
Top 10 IC design houses See 49% YoY growth in 2024 March 18, 2025 TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
Honor pledges $10 billion investment in AI over 5 years March 03, 2025 The Chinese smartphone maker wants to expand from being mainly a smartphone firm and develop a system of AI-powered PCs, tablets and wearables, its CEO James Li said.
Amazon unveils its first quantum computing chip Ocelot February 28, 2025 Quantum research is an important emerging field, and countries like the US and China have been investing heavily in it. Tech giants are also in the race to get ahead in the experimental technology.
Humanoid robots to become the next US-China battleground February 25, 2025 Governments worldwide are ramping up investments in robotics R&D as labour shortages and rising costs persist. TrendForce reports that China, Japan, the US, South Korea, and Germany have consistently ranked among the top five countries for industrial robot installations and are expected to continue executing over USD 13 billion in related projects by 2025.
SoftBank nears deal to acquire chip firm Ampere February 06, 2025 The deal under discussion could be valued at USD 6.5 billion, including debt, and an announcement in this regard is possible in the next few weeks, according to Bloomberg.
AI chips to drive semiconductor industry in 2025: VanEck February 03, 2025 Exchange-traded fund provider VanEck believes 2025 is set to be another “transformative year” for the semiconductor industry.
imec spin-off, Vertical Compute raises €20 million January 15, 2025 Vertical Compute, founded by CEO Sylvain Dubois (ex-Google) and CTO Sebastien Couet (ex-imec), has closed a seed investment round of EUR 20 million.
Rapidus targeting 2nm chip production for Broadcom January 13, 2025 Fresh reports say Japanese foundry Rapidus will begin trial production of 2nm chips in April 2025, and has Broadcom lined up as its first major customer.
Omdia bets on Foxconn becoming world’s largest server vendor December 19, 2024 Fuelled by skyrocketing demand for AI-optimised servers from major US cloud providers, Foxconn's ODM direct business will experience exponential growth in 2024, securing the top rank in Omdia's global server market analysis.
Liquid AI raises $250 million in early-stage funding December 16, 2024 The funding round was led by chipmaker Advanced Micro Devices (AMD), which is also the Cambridge, Massachusetts-based startup Liquid AI's strategic partner.
Tech firms to act as US ‘gatekeepers’ for AI chips December 16, 2024 The companies would have to comply with strict requirements, which includes reporting key information to the US government and blocking Chinese access to AI chips, according to a Reuters report.