ABB and Nvidia partner on next-gen AI data centre October 14, 2025 ABB has entered into a collaboration with Nvidia to develop power solutions for next-generation, gigawatt-scale data centres.
RealSense spins out from Intel, secures $50 million October 10, 2025 AI-powered computer vision company RealSense has hit two major milestones: its spinout from Intel, fueled with a USD 50 million Series A funding round, and a strategic collaboration with Nvidia to accelerate the adoption of physical AI across humanoids and autonomous mobile robots (AMRs).
Fujitsu expands collaboration with NVIDIA on full-stack AI infrastructure October 07, 2025 Fujitsu has an expanded collaboration with Nvidia aimed at developing a full-stack AI infrastructure that integrates AI agents and high-performance computing systems. The companies said the initiative is intended to accelerate industrial transformation and AI adoption across sectors such as healthcare, manufacturing, and robotics.
Amkor expands Arizona chip operations to $7B October 07, 2025 Amkor Technology has broken ground on its new advanced semiconductor packaging and test campus in Arizona, expanding its planned investment to USD 7 billion.
Swiss chip cooling startup Corintis raises $24 million October 03, 2025 Corintis’s technology focuses on optimized micro-scale liquid cooling for computer chips in data centres. Microsoft in collaboration with Corintis has developed an in-chip microfluidic cooling system that can effectively cool a server running core services.
Intel and AMD in early talks on potential foundry collaboration October 02, 2025 According to a report from Semafor, later cited by Reuters, Intel has entered preliminary talks with AMD regarding a potential foundry partnership. Sources familiar with the matter emphasise that the discussions are still at an early stage and no outcome has been decided.
DRAM module revenue up 7% in 2024, driven by tight supply and restocking October 01, 2025 TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.
OpenAI, Oracle, and SoftBank expand Stargate with five new AI data centre sites September 26, 2025 OpenAI, Oracle, and SoftBank are expanding their joint AI infrastructure initiative, Stargate, with five new US data centre sites. The expansion brings the project’s planned capacity to nearly 7 gigawatts and over USD 400 billion in committed investment, moving the partners ahead of schedule toward their USD 500 billion, 10-gigawatt target set for the end of 2025.
NAND flash prices to rise 5–10% in 4Q25 September 25, 2025 TrendForce’s recent research shows that strong consumer demand in the first half of the year caused the usual peak season in the second half to fall short.
Polish startup ElevenLabs secures funding from Nvidia September 25, 2025 Tech giant Nvidia has announced an investment in ElevenLabs, a Polish startup developing generative AI audio technology. Founded in 2022 by Piotr Dąbkowski and Mati Staniszewski, the company specializes in text-to-speech and speech-to-text solutions.
Nvidia to invest up to $100 billion in OpenAI September 23, 2025 Nvidia and OpenAI have unveiled what they are calling the largest AI infrastructure deployment in history, a strategic partnership aimed at scaling OpenAI’s computational capabilities to unprecedented levels.
Dyna secures $120 million to advance robotic foundation models September 22, 2025 The new capital will be used by the US company to expand its research and engineering team and accelerate the development of its next-generation foundation model as the company works to deliver high performance general-purpose robots in commercial environments
Nvidia to invest $5B in Intel as part of AI and PC collaboration September 18, 2025 Nvidia and Intel are teaming up to jointly develop multiple generations of custom data centre and PC products that aim to accelerate applications and workloads across hyperscale, enterprise and consumer markets.
Scintil raises €50 million to scale integrated photonics for AI factories September 10, 2025 The funding enables France’s Scintil Photonics to expand hiring, accelerate production and deepen its international presence as it delivers the industry’s first single-chip DWDM light engine, integrating multi-wavelength lasers with silicon photonics, aligned with next-generation CPO.
Report: Trump administration discussing taking a stake in Intel August 15, 2025 According to the Bloomberg report, the two sides were discussing a deal in which the US government would pay for a stake in the company. The White House also wants to shore up Intel’s plans to open a new manufacturing plant in Ohio.
US uses hidden trackers to monitor AI Chip shipments bound for China August 14, 2025 US authorities have reportedly embedded concealed tracking devices in certain shipments of advanced AI chips to detect possible violations of export restrictions targeting China, according to sources cited by Reuters.
AI to drive 2025 growth as electronics market slows into 2026 August 13, 2025 TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided.
SIA: Hope tariff exemptions, trade deals ensure US chip leadership August 08, 2025 President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Trump proposes 100% tariff on imported chips – with exemptions August 07, 2025 President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
KISTI begins construction of South Korea’s 6th national supercomputer July 31, 2025 Korea Institute of Science and Technology Information (KISTI) has signed a USD 275 million contract with HPE for construction of the supercomputer, which will support R&D in high-precision scientific and engineering simulations as well as large-scale AI.
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.
Bedrock Robotics emerges from stealth with $80 million in funding July 25, 2025 By integrating with existing construction machines and workflows, the Bedrock Operator powers machines with expert capabilities, empowering builders with the ability to work around the clock, accelerate project schedules, increase profitability and safety, and track progress on jobs.
SK Hynix reports record jump in profit as demand for AI chips soars July 24, 2025 SK Hynix reported a bigger-than-expected 68% jump in operating income in the June quarter. The South Korean chipmaker, a key supplier to AI giant Nvidia, said new model launches by customers would drive high-end AI chip demand growth, and that it was on track to double HBM chip sales for the full year.
BDx, Anyon launch hybrid quantum AI testbed in Singapore July 18, 2025 This initiative will enable startups, enterprises and government agencies to explore quantum-enhanced AI applications. Designed to support Singapore’s Green 2030 and Smart Nation objectives, the testbed integrates Anyon’s quantum computing system with SIN1’s cutting-edge infrastructure.
Valens’s chipsets enable MIPI A-PHY platform for Embedded Vision by D3 July 17, 2025 The A-PHY platform offers D3 Embedded customers a series of unique benefits, including unparalleled EMI resilience, longer link distances, and the ability to operate over simple, low-cost cabling.
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.
One in a Million. People used to be our greatest strength July 07, 2025 In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.
Telekom announces European industrial AI infrastructure with Nvidia July 04, 2025 The AI factory in Germany will support industrial AI workloads for European manufacturers. It will feature 10,000 GPUs through Nvidia DGX B200 systems and RTX Pro Servers running Nvidia CUDA-X, RTX and Omniverse accelerated workloads from leading software vendors.
Report: Is Intel’s CEO exploring major shift in chip manufacturing business? July 03, 2025 According to this new plan, outside customers would be offered a newer generation of technology, which is expected to be more competitive against Taiwan’s TSMC in Intel’s attempt to woo customers like Apple or Nvidia, the Reuters report said.
Claus Aasholm: “The semiconductor cycle is broken” July 02, 2025 During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.
From Gdańsk to Europe: Unisystem’s evolution in display innovation June 30, 2025 At the turn of the 1980s and 1990s, many companies in Poland started their operations in conditions far removed from today's reality – no internet, limited access to components and technology, not to mention a lack of capital – what kept them running was often improvisation and sheer determination. Today, some of these companies are mature technology organisations, successfully competing in international markets.