Nexperia dispute deepens as China unit launches independent chip production March 10, 2026 A long-running dispute between Dutch semiconductor company Nexperia and its China-based subsidiary has intensified, with the Chinese entity announcing it has begun producing its own chips while tensions over operations and governance continue to escalate.
Italy, France and Germany push EU towards critical minerals stockpiling February 05, 2026 Europe’s three largest economies are moving to place critical raw materials into the realm of strategic reserves, signalling that access to key industrial inputs is no longer viewed as a purely commercial matter.
How do you follow the electronics industry without drowning in it? February 05, 2026 The electronics industry no longer moves in straight lines. One day the focus is on semiconductors and AI infrastructure, the next it shifts to export controls, defence electronics, or a materials issue that suddenly turns into a supply chain concern.
Venezuela's minerals: huge potential, even bigger risk January 22, 2026 In the first weeks of 2026, Venezuela returned to the headlines not because it suddenly became stable, but because Washington once again began to play the country — politically and economically. On the US side, there were signals of intensified efforts aimed at shifting the balance of power in Caracas. In practice, this points to a “reset” scenario: Venezuela re-entering the investment conversation under a new framework. But setting politics aside for a moment, what could this actually mean for the electronics industry? Is Venezuela truly an Eldorado?
Memory market 2026: scarcity, strategy, and security of supply January 16, 2026 The memory super cycle is no longer a forecast - it is a reality. Across all major financial institutions and industry media, we see the same message. 2026 will be defined by structural undersupply, especially in DRAM and NAND. Here’s what we are seeing.
The world reorders its minerals: rare earths at the close of 2025 December 19, 2025 As 2025 draws to a close, the rare earths and critical minerals sector no longer feels like a niche concern reserved for mining specialists and policy papers. It has become one of the quiet fault lines of the global technology economy. Not because the world suddenly ran out, but because access to them – predictable, affordable and politically neutral access – can no longer be taken for granted.
Littelfuse completes acquisition of Basler Electric December 16, 2025 Littelfuse has completed its previously announced acquisition of Basler Electric Company, strengthening the company’s high-power application capabilities.
Nvidia pilots chip-tracking software amid rising smuggling concerns December 10, 2025 Nvidia is piloting a new software feature that can verify the physical location of its AI chips, aiming to make illicit GPU diversion and smuggling significantly harder. The initiative, described in detail by Reuters, uses telemetry already present in data-centre deployments to estimate where a device is operating — without modifying the chip itself or embedding direct GPS-style hardware tracking.
GlobalFoundries and BAE Systems partner on chips for space November 27, 2025 GlobalFoundries (GF) and BAE Systems have announced a collaboration that will pair GF’s FinFET semiconductor technology with BAE Systems’ radiation-hardening capabilities to produce chips designed for space environments.
Nexperia Warns of China chip risks; German auto industry responds November 06, 2025 Nexperia has cautioned customers that it cannot guarantee the authenticity or quality of chips manufactured in China since October 13, Reuters reports. The Dutch semiconductor company said operations in its factories outside China remain unaffected.
Honeywell, LS Electric to accelerate innovation in data centers, BESS October 31, 2025 The two companies will begin by selling joint products, offering data center operators integrated switchgear and power management to control and distribute the power that helps keep critical systems running without interruption.
Trump-Xi meeting leaves Nvidia Blackwell chips off the table October 30, 2025 US President Donald Trump confirmed on Thursday that discussions with Chinese President Xi Jinping did not include Nvidia’s next-generation Blackwell AI chips.
Trump signals potential discussion with Xi on Nvidia’s Blackwell chip October 29, 2025 US President Donald Trump said Wednesday he may raise the topic of Nvidia’s latest artificial intelligence chip, the Blackwell model, with Chinese President Xi Jinping during their anticipated meeting on Thursday, Reuters reports.
Eos secures $24M to expand manufacturing in Pennsylvania October 24, 2025 US company Eos Energy will expand its manufacturing capacity with a new 432,000 sq. ft. facility in Marshall Township, Pennsylvania, that will house additional production lines that complement its existing Turtle Creek facility.
VDA warns of potential automotive production disruptions amid Nexperia crisis October 23, 2025 The German Association of the Automotive Industry (VDA) has issued a stark warning about potential production disruptions linked to semiconductor manufacturer Nexperia.
Siemens breaks ground on €500 million technology campus September 23, 2025 Siemens AG has laid the cornerstone for its new Technology Campus in Erlangen, a flagship project under the company’s "Made for Germany" initiative aimed at strengthening Germany’s industrial competitiveness.
Inventec consolidates European operations with new 52,000 sqm facility in Czech Republic September 18, 2025 Taiwanese electronics manufacturer Inventec has inaugurated a new 52,000 square metre production facility in South Moravia, Czech Republic, marking a significant expansion of its European footprint.
Mujin partners with integrators to expand adoption of its robotics OS August 18, 2025 With MujinOS in their toolkit, robotics system integrators are empowered to address high-mix production needs, solve unstructured logistics challenges, and reduce time-to-value for their customers.
Safran finalises acquisition of Collins flight controls business July 30, 2025 The acquired business employs approximately 4,000 people across eight main facilities in Europe (UK, Italy and France) and Asia, and has activities in Poland, USA and India.
Report: Nvidia orders 300,000 H20 chips from TSMC due to China demand July 29, 2025 The Trump administration recently allowed Nvidia to resume sales of H20 GPUs to China, reversing an effective ban that aimed to keep advanced AI chips from reaching China. The new orders with TMSC would add to the existing inventory of 600,000 to 700,000 H20 chips, Reuters reports.
China puts export restrictions on 8 key EV battery technologies July 18, 2025 Any overseas transfer of these technologies through trade, investment or technological cooperation will henceforth require a prior license from the Chinese government.
Malaysia imposes trade permits for AI chips of US origin July 14, 2025 Individuals or companies have to notify authorities at least 30 days in advance for exporting, transhipping or bringing in transit items not listed on Malaysia’s strategic items list.
Nvidia CEO Huang meets Trump ahead of China visit July 11, 2025 Though the agenda of the meeting was not immediately clear, Nvidia has been impacted by the export controls implemented by the Trump administration on its cutting-edge AI chips.
FUJI AIMEX IIIc boosts Semitron’s production output by 18% July 07, 2025 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%.
Synopsys confirms lifting of export restrictions to China July 04, 2025 US design software company Synopsys has confirmed that the US Department of Commerce has rescinded recent export restrictions related to its business in China.
Moog enhances space actuation and avionics manufacturing capabilities July 02, 2025 This customer-focused expansion at Moog headquarters in East Aurora addresses the growing need for innovative precision actuation and avionics systems to control and steer launchers, making a difference for critical national security missions and delivering satellites and human crews to space.
Compal's new automotive electronics facility in Poland stands ready July 01, 2025 Taiwanese electronics manufacturer Compal Electronics has completed the first phase of its new automotive electronics facility in Czeladź, Silesian Voivodeship, Poland, marking a key step in the company's expansion into the European market.
Semiconductor foundry landscape to transform by 2030 June 25, 2025 Market intelligence and analyst firm Yole Group explores the status of the semiconductor foundry in its latest report – digging deep into the geopolitical, economic, and capacity realignments setting the stage for the foundry industry.
SEMI: Global chip equipment billings up 21% in Q1 2025 June 10, 2025 Global semiconductor equipment billings reached USD 32.05 billion in the first quarter of 2025, marking a 21% increase compared to the same period in 2024, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report published by SEMI.
Why PCB raw materials matter: performance, reliability, and cost June 04, 2025 ICAPE offers an overview of the key factors in PCB raw material selection and the considerations that guide their use.
Report: Nvidia to launch cheaper Blackwell AI chip for China May 26, 2025 The GPU, which will feature Nvidia’s new generation Blackwell-architecture AI processors, may be priced between USD 6,500 and USD 8,000, significantly below the USD 10,000-USD 12,000 the H20 sold for, Reuters reports.
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