Tokyo Electron, Nvidia expand collaboration for agentic AI, robotics August 13, 2026 Tokyo Electron (TEL) is collaborating with Nvidia, utilizing Nvidia Agent Toolkit including Nvidia NeMo, Nvidia NIM, Nvidia NemoClaw blueprints and the open robot development platform Nvidia Isaac within TEL’s “Epsira” concept for digital transformation (DX) solutions.
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%.
SK Group, Nvidia expand partnership across AI factories, memory August 03, 2026 The planned USD 500 billion comprehensive partnership aims to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services and jointly address the increasing AI demand across Asia-Pacific.
Siemens, Nvidia advance self-verifying agentic AI workflows July 31, 2026 The new capabilities build on Siemens’ recently introduced Fuse EDA AI Agent system and add new Nvidia AI technology to help long-running, domain scoped, AI agents reason, act and continuously validate decisions against deterministic, physics-based EDA engines.
TOP500 Supercomputer List: China Returns to the Top, Europe Holds Strong Position July 31, 2026 The latest edition of the TOP500 ranking of the world's most powerful supercomputers has brought a change at the top. China's LineShine has overtaken the United States' El Capitan, while the number of exascale systems has increased to five. Europe has maintained its position among the world's leading high-performance computing regions.
AI infrastructure boom reshapes electronics supply chain, says in4ma July 29, 2026 The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.
Silvaco partners with Nvidia to advance physics-based digital twins July 29, 2026 Together, Silvaco’s physics-based simulation portfolio and Nvidia accelerated computing and AI will help customers design, simulate and optimize increasingly complex semiconductor technologies.
Nvidia to invest $5B in startup, accesses its ‘closely guarded research’ July 28, 2026 Safe Superintelligence Inc (SSI) is co-founded by OpenAI’s former chief scientist Ilya Sutskever. Nvidia’s investment combined with access to the Nvidia Vera Rubin platform will help SSI increase its compute by an order of magnitude.
Nvidia to invest $1 billion in Naver to boost Korean AI infrastucture July 27, 2026 South Korean company Naver, Nvidia and Brookfield have announced a proposed expansion of Korea’s sovereign AI factory infrastructure, with planned investments that will grow the initial Nvidia DSX AI factory deployment to 200 megawatts.
Nvidia, Amkor sign $1.5 billion chip packaging agreement July 24, 2026 Nvidia and Amkor Technology will align their long-term roadmaps to advance technologies including high-density interconnects and next-generation heterogeneous integration.
Apple overtakes Nvidia again to become the world's most valuable company July 22, 2026 Apple has once again become the world's most valuable publicly traded company - according to Reuters. The iPhone maker has overtaken Nvidia, which had held the top spot for nearly a year thanks to the artificial intelligence boom. Apple is now valued at about USD 4.88 trillion.
Wistron opens Texas facility to produce Nvidia AI systems July 22, 2026 The 324,000-square-foot plant in Fort Worth, Texas produces Nvidia Grace Blackwell Ultra and will produce Vera Rubin Superchips — part of a combined USD 700 million investment in advanced American manufacturing by the US chipmaker.
Nvidia partners with Japan firms to advance physical AI July 16, 2026 Japanese companies such as AIRoA, Fanuc, Fujitsu, Hitachi, Kawasaki Heavy Industries, Kubota, NEC, SoftBank, Sony, and Yaskawa Electric intend to join the Nvidia Cosmos Coalition to help build open frontier physical AI models.
L&T Vyoma, Fortanix partner to deliver confidential computing July 14, 2026 L&T Vyoma will provide sovereign AI infrastructure, including data centres, compute and networking, while Fortanix will secure data and AI workloads in use by Indian enterprises and government organisations, by leveraging Nvidia Confidential Computing.
Agility Robotics to go public through merger with Churchill Capital July 13, 2026 Upon closing of the transaction, the combined company is expected to operate as Agility and be listed on a North American exchange. Agility Robotics is now preparing for the commercial launch of Digit v5, its next-generation humanoid robot.
FOXTRON, MediaTek to advance intelligent vehicle experiences July 07, 2026 The MediaTek Dimensity AX C-X1 platform, which incorporates NVIDIA’s leading-edge GPU and advanced AI technologies, will be integrated into premium automotive solutions across the partners’ ecosystems.
Coherent receives $50 million CHIPS funding to expand InP fab in Texas July 03, 2026 Coherent has signed a letter of intent to receive up to USD 50 million under the US CHIPS and Science Act to expand its indium phosphide semiconductor manufacturing facility in Sherman, Texas. The expansion will double manufacturing space and quadruple wafer production capacity, and is expected to create more than 1,000 jobs.
Cadence, HPE accelerate digital twin–driven data center modernization June 22, 2026 Solution will maximize data center and AI factory profitability while delivering engineering-grade insights to design and operations for more efficient, sustainable, and resilient infrastructure
Cadence unveils fully autonomous virtual engineer for chip design June 15, 2026 Built on Cadence’s AI-driven electronic design automation (EDA) portfolio with Nvidia Nemotron models, and secured by Nvidia OpenShell runtime, the new agentic capabilities enable customers to run dynamic simulations in automated workflows.
Neura Robotics secures $1.4 billion to advance physical AI platform June 12, 2026 German company Neura Robotics is building a new category of AI infrastructure where cognitive robots continuously learn, collaborate and operate across real world environments through a shared intelligence ecosystem called the Neuraverse.
Nvidia, Doosan Group collaborate to advance Physical AI June 11, 2026 The collaboration will bring together Nvidia’s full-stack accelerated computing platforms with Doosan Group’s capabilities in industrial automation, power generation and advanced electronics materials to support next-generation AI infrastructure.
Nvidia, LG Group build AI factory to advance physical AI June 09, 2026 The collaboration brings together Nvidia’s full-stack, end-to-end AI factory platform with LG Group’s global expertise in consumer electronics, robotics, mobility components, smart spaces and data center technologies.
Nvidia partners with SK hynix to advance memory for AI factories June 08, 2026 As AI factories scale globally, this strategic partnership enables memory supply to keep pace with Nvidia’s infrastructure roadmap and the sustained buildout of AI infrastructure worldwide.
Cadence, Samsung Foundry deepen 2nm and 3D‑IC collaboration June 05, 2026 Building on the companies’ 2025 announcement of certified Cadence tools and IP on multiple Samsung Foundry nodes, including second-generation 2nm, this new multi-year agreement further broadens the Cadence portfolio of Memory and Interface IP.
Middle East conflict drives PCB prices up 40%, disrupting electronics supply chains June 03, 2026 The war in the Middle East has disrupted supplies of raw materials used in PCBs and pushed prices sharply higher, compounding cost pressures that were already building across the electronics industry, according to industry sources and executives cited by Reuters.
Nvidia, TSMC use AI to advance chip design and manufacturing June 03, 2026 Nvidia CUDA-X libraries and AI models are accelerating TSMC workloads across lithography, transistor and process simulation, advanced process control and fab operations optimization.
Cowboy Space raises $275M to advance orbital data centers May 22, 2026 The California-based company is developing a constellation of Low Earth Orbit satellites that harness solar energy, a purpose-built launch vehicle to deliver them and compute payloads designed specifically for the space environment.
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.
QNX partners with Nvidia to advance safety critical edge AI April 27, 2026 The expanded relationship sees QNX OS for Safety 8.0 integrated with Nvidia IGX Thor and Halos Safety Stack, combining QNX’s deterministic real‑time operating system with Nvidia’s functional safety platform.
SK hynix begins mass production of 192GB SOCAMM2 April 24, 2026 SOCAMM2 is a module that adapts low-power memory — which was previously used mainly in mobile products like smartphones — for server environments. It is designed to be a primary memory solution for next-generation AI servers.
Siemens accelerates AI chip verification with Nvidia technology April 24, 2026 Nvidia and Siemens have been able to capture tens of trillions of cycles over a span of just a few days by taking advantage of Siemens’ Veloce proFPGA CS scalable and performance-optimized hardware architecture and combining it with Nvidia’s performance-optimized chip architecture.