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.
Lattice Semiconductor collaborates with TI to advance Edge AI April 22, 2026 The combination of TI’s sensing technologies and the Lattice Holoscan Sensor Bridge solution will provide developers with a flexible hardware foundation for synchronized, low latency sensor data pipelines in advanced robotics and industrial applications.
Inside a modern GPU: from architecture to trillions of calculations April 17, 2026 We often speak about the performance of modern GPUs in abstract terms — trillions of operations, ever-increasing compute power. What remains less visible is the structure that makes it possible.
Japan approves extra $4 billion for chipmaker Rapidus April 13, 2026 Established in 2022, Rapidus has secured funding from both the public and private sectors. It is aiming to mass-produce cutting-edge chips using 2-nanometer technology by 2027.
SiFive raises $400M to accelerate RISC-V data center solutions April 13, 2026 This financing will enable the California-based semiconductor company to accelerate the development of its next generation data center solutions and expand its global engineering teams to meet the needs of agentic AI workloads.
Micron begins volume shipment of HBM4 36GB 12H April 06, 2026 HBM4 36GB 12H in high-volume production is designed for Nvidia Vera Rubin — with greater than 2.8 TB/s and 20% better power efficiency.
Singapore charges another individual in AI server fraud case April 02, 2026 Singapore has charged an additional individual in an ongoing fraud investigation linked to the handling of AI server equipment, according to Reuters.
Lumentum expands with new US manufacturing facility April 01, 2026 Optical and photonic solutions provider Lumentum plans to establish a new US manufacturing facility in Greensboro, North Carolina.
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.
Sintavia accelerates design of next-gen heat exchangers March 27, 2026 Sintavia, an all-digital aerospace component manufacturer, adopted a simulation-driven approach, integrating CFD in Siemens Simcenter STAR-CCM+ software and implicit modeling in nTop, leveraging Nvidia Blackwell architecture.
Samsung unleashes $73 billion blitz in AI chips race March 25, 2026 The South Korean tech giant is ramping up investment 22% in 2026 to retake the lead in AI semiconductors from SK Hynix, which has become the main provider of high-bandwidth memory to Nvidia.
Siemens launches Fuse EDA AI Agent for automated workflows March 23, 2026 Supporting NVIDIA Agent Toolkit, advanced Nemotron models and NVIDIA AI infrastructure, the Fuse EDA AI Agent manages workflows across Siemens’ comprehensive EDA portfolio.
IonQ teams up with KISTI to advance quantum HPC tech March 23, 2026 The MOU focuses on seeking to establish a phased approach to integrate IonQ’s quantum hardware with Korea Institute of Science and Technology Information’s (KISTI) high performance computing (HPC) infrastructure using NVIDIA NVQLink.
SK Group chairman: Wafer shortage could persist until 2030 March 17, 2026 SK Group Chairman Chey Tae-won said the global shortage of semiconductor wafers could last until 2030, as demand driven by artificial intelligence continues to outpace supply, according to Reuters.
Foxconn pilots ABB–NVIDIA AI robotics platform for electronics assembly March 10, 2026 ABB has announced a collaboration with Nvidia to integrate Nvidia Omniverse libraries into ABB’s RobotStudio software platform, aiming to enable large-scale deployment of AI-driven industrial robotics.
Nvidia to invest $2 billion in Lumentum under new optics partnership March 04, 2026 Nvidia has entered a multiyear strategic partnership with Lumentum to accelerate the development of advanced optics technologies for next-generation AI infrastructure.
Nvidia to invest $2 billion in Coherent March 03, 2026 Nvidia has entered a multiyear strategic agreement with Coherent to develop advanced optics technologies for next-generation AI infrastructure. The agreement includes a USD 2 billion investment by Nvidia in Coherent, alongside a multibillion-dollar purchase commitment for optical networking and laser products.
Nvidia and Meta enter multiyear deal covering millions of GPUs February 18, 2026 US chip designer Nvidia has entered a multiyear, multigenerational strategic partnership with Meta Platforms that will include the deployment of millions of Nvidia GPUs.
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.