Flex to spin off cloud and power infrastructure business May 06, 2026 US electronics manufacturer Flex will split into two independent publicly traded companies, separating its fast-growing cloud and power infrastructure segment from its core contract manufacturing operations. The transaction is targeted to close in the first quarter of 2027.
Accenture, Vodafone Procure & Connect, SAP advance humanoid robotics May 01, 2026 SAP led the integration of the robots into the warehouse management system, while Accenture designed and deployed the robot intelligence and operational framework, drawing on its expertise in physical AI, advanced robotics and digital twin environments.
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.
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.
Rapidus opens new Analysis Centre and Rapidus Chiplet Solutions April 14, 2026 Japanese semiconductor manufacturer Rapidus has opened a new Analysis Centre and launched its Rapidus Chiplet Solutions (RCS), expanding its development infrastructure ahead of planned advanced semiconductor production in fiscal 2027.
Electronics under pressure: how real-world conflict is reshaping design assumptions April 14, 2026 For years, defence electronics followed a relatively stable logic. Systems were designed against defined threat models, tested in controlled environments, certified, and then deployed with the expectation that they would remain valid over time.
Semiconductor equipment billings reached $135B in 2025 April 09, 2026 Worldwide sales of semiconductor manufacturing equipment increased 15% to USD 135.1 billion in 2025 from USD 117.1 billion in 2024, driven by continued investment in advanced logic, memory, and AI-related capacity expansion, according to SEMI.
UAV defence moves beyond standalone systems April 09, 2026 Cities and critical infrastructure are no longer exposed only to direct, conventional threats. Increasingly, they are tested through disruptions to energy systems, communications, logistics, and command layers – often without a clearly defined frontline.
Double-digit growth in global 300mm fab equipment spending for 2026 and 2027 April 07, 2026 Worldwide 300mm fab equipment spending is expected to increase 18% to USD 133 billion in 2026 and 14% to USD 151 billion in 2027, SEMI reports.
Matter partners with Iontra to boost AI-led battery intelligence April 07, 2026 By embedding Iontra’s intelligence at the edge, Indian electric mobility company Matter enables faster and safer charging without hardware changes, improves reliability under demanding Indian conditions, and reduces lifetime ownership costs.
Samsung partners with AMD on next-gen AI memory solutions March 30, 2026 The companies will collaborate on HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform.
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.
DNP invests in Rapidus to advance mass production of 2nm chips March 02, 2026 Through this initiative, DNP will advance the development and mass production of EUV lithography photomasks and support Rapidus as it establishes a mass production system for 2nm & next-generation semiconductors.
Apple to begin Mac mini production in Houston, expand AI server manufacturing February 25, 2026 Apple will start producing its Mac mini in the US for the first time, with manufacturing slated to start later this year at a new facility in Houston.
Global silicon wafer shipments rise in 2025, revenue declines February 12, 2026 Global silicon wafer shipments increased in 2025, while total wafer revenue declined slightly, according to year-end data from SEMI.
Samsung to join Applied Materials’ $5B EPIC semiconductor R&D centre February 12, 2026 Samsung Electronics will join Applied Materials’ EPIC (Equipment and Process Innovation and Commercialisation) Centre in Silicon Valley, a semiconductor research and development facility backed by a USD 5 billion investment.
Global semiconductor sales reach record high in 2025 February 10, 2026 Global semiconductor sales climbed to a record USD 791.69 billion in 2025, marking a 26.1% increase compared with the previous year, according to figures released by the European Semiconductors Industry Association (ESIA). In Europe, semiconductor sales reached USD 54.46 billion during the year, up 6.2% YoY.
AI boom set to push memory revenues far beyond foundry market by 2026 February 09, 2026 The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.
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.
Explaining Taiwan’s lead in advanced semiconductor manufacturing January 30, 2026 Ever wanted to pick the brains of someone deep inside the semiconductor industry? Semiconductor industry veteran Marco Mezger sat down in TaiwanPlus’ Now You Know series to answer viewer questions – explaining, quite literally, why things work the way they do.
ASML tops forecasts on AI chip demand, plans workforce cuts January 28, 2026 Dutch semiconductor equipment maker ASML reported much stronger-than-expected bookings for the fourth quarter, as chipmakers step up investments to support booming demand for artificial intelligence hardware, according to a Reuters report.
GlobalFoundries to acquire Synopsys’ processor IP business January 14, 2026 GlobalFoundries has signed a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business, expanding its processor and AI-related capabilities.
TT Electronics shareholders reject acquisition offer from Cicor January 08, 2026 Shareholders of TT Electronics have rejected an acquisition offer from Swiss EMS provider Cicor Technologies after failing to approve the proposed transaction at court and general meetings held on January 7, 2026.
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.
ASMPT secures orders for 19 TCB tools for AI chip production December 18, 2025 ASMPT said it has secured new orders for 19 chip-to-substrate (C2S) thermo-compression bonding (TCB) tools from an unnamed outsourced semiconductor assembly and test (OSAT) provider supplying a leading foundry focused on AI chips.
Semiconductor equipment sales to reach a $156 billion in 2027 December 17, 2025 Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of USD 133 billion in 2025, growing 13.7% year-on-year, reports SEMI.
Seven defence technologies driving electronics demand in 2025 December 17, 2025 During this year’s Evertiq Expo in Kraków, the topic of defense electronics filled the conference room to capacity. The top list of defense companies I presented turned out to be only a starting point for conversations that continued long after the session had ended. Behind each of these manufacturers stand dozens of electronics suppliers: semiconductor producers, PCB and RF module manufacturers, and specialized EMS companies. So I asked myself a simple question: which defense technologies drove electronics demand most strongly in 2025? Let’s look at them from the industry’s point of view rather than from a catalogue of weapon systems.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
The invisible workhorse of technology: Inside the CPU December 12, 2025 CPUs are at the heart of the devices we use every day – from desktop computers and laptops to smartphones and gaming consoles. But have you ever wondered how CPUs actually work?
MediSensonic: Microwave technologies in medicine and defence December 11, 2025 For years, the Polish company MediSensonic has been known primarily for its medical microwave technologies – including its work on non-invasive glucose monitoring. Today, the company is expanding its presence into dual-use and defence markets, developing microwave anti-drone systems, passive detection platforms and a noise-based radar shield.
Imec achieves wafer-scale solid-state nanopores using EUV lithography December 10, 2025 Imec has presented the first wafer-scale fabrication of solid-state nanopores using extreme ultraviolet (EUV) lithography.
Semiconductor equipment billings increased 11% YoY in 3Q25 December 09, 2025 Global semiconductor equipment billings rose 11% year-on-year to 33.66 billion US dollars in the third quarter of 2025, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report from SEMI. Compared with the previous quarter, billings increased by 2%.