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.
Waabi secures $1 billion to advance Physical AI Platform January 30, 2026 The funding will fuel the continued advancement of Waabi’s Physical AI Platform, further accelerate the Canadian company’s commercial progress in autonomous trucking, and support its expansion into robotaxis.
Trump imposes 25% tariff on some advanced AI chips January 16, 2026 The chips include Nvidia’s H200 and AMD’s MI325X. The White House proclamation follows an investigation under Section 232 of the Trade Expansion Act of 1962 and is part of a broader effort to create incentives for chipmakers to produce more semiconductors in the US.
Global semiconductor revenue grew 21% in 2025, Nvida leads the market January 13, 2026 Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.
Siemens, Nvidia expand partnership to advance AI solutions January 09, 2026 Together, the companies aim to develop industrial and physical AI solutions that will bring AI-driven innovation to every industry and industrial workflow, as well as accelerate each others’ operations.
DRAM and NAND Flash prices to surge in Q1 2026 January 05, 2026 Global memory prices are set to rise sharply in the first quarter of 2026 as suppliers continue to prioritise server and AI-related applications, according to TrendForce.
Echoes from Evertiq Expo 2025: A year of industry rankings December 30, 2025 Throughout 2025, each Evertiq Expo featured a Top List spotlighting the companies shaping Europe’s electronics, manufacturing, and tech sectors. From global semiconductor leaders to Europe’s top EMS providers, these rankings provide a snapshot of industry trends and market dynamics.
NVIDIA acquires Slurm developer SchedMD December 17, 2025 Nvidia says it has acquired SchedMD, the developer of Slurm, an open-source workload management system widely used in high-performance computing (HPC) and AI, in a move the company said is aimed at strengthening the open-source software ecosystem and supporting AI research and development.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
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.
Trump approves limited Nvidia H200 AI chip exports to China December 09, 2025 In a post on Truth Social, US President Donald Trump announced that the United States will allow exports of Nvidia’s H200 AI chips to China under a 25% government fee.
Global semiconductor market tops $200 billion in Q3 2025 December 04, 2025 The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.
Nvidia invests $2 billion in Synopsys December 02, 2025 Nvidia and Synopsys announced Monday an expanded strategic partnership aimed at integrating accelerated computing and AI into engineering workflows across multiple industries.
Nokia breaks ground on new Ottawa innovation campus November 26, 2025 Nokia has begun construction on a new innovation campus in Ottawa, reinforcing Canada’s position in next-generation connectivity and advanced communications technologies.
Micron delivers ‘highest capacity’ SOCAMM2 for low-power DRAM November 17, 2025 The 192GB SOCAMM2 uses Micron’s most advanced 1-gamma DRAM process technology to deliver greater than 20% improvement in power efficiency, further enabling power design optimization of large data center clusters.
US battery recycling firm Redwood raises $350 million November 07, 2025 With this new capital, Redwood will accelerate the expansion of its energy storage deployments, refining and materials production capacity, and engineering and operations teams.
Flex expands AI data centre collaboration with Nvidia November 04, 2025 Flex says it is working with Nvidia to accelerate the deployment of modular data centre systems designed for high-performance, energy-efficient AI computing. The collaboration will use Flex’s manufacturing capabilities and footprint to support growing infrastructure demand in the US.
Nvidia and Samsung to build AI factory October 31, 2025 Nvidia plans to build a new AI factory with Samsung Electronics. The AI factory will combine Samsung’s semiconductor technologies with Nvidia platforms to establish the foundation of next-gen, AI-driven production.
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.
Nvidia to invest $1 billion in Nokia October 29, 2025 Nokia and Nvidia have announced a USD 1 billion strategic partnership aimed at developing AI-native mobile networks and advancing the transition from 5G to 6G.
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.