Taiwan charges 9 over illegal AI server exports to China August 28, 2026 The nine people include one from Nvidia and two from Super Micro, according to a report by Associated Press. Prosecutors said the servers were ‘B300’ GPUs, which have been banned from sale to China.
Singular Photonics raises $2.15M to develop next-gen sensors August 28, 2026 The new capital will accelerate the development of a new generation of image sensors, expanding the Scotland-based startup’s product roadmap. Singular also announced that Dipesh Patel, the former CTO of Arm, has joined the company’s board of directors.
SK hynix breaks ground on $4 billion packaging facility in Indiana August 28, 2026 The Indiana fab is scheduled to open its cleanroom by October 2028 and initiate mass production of next-generation HBM in the second half of 2029. SK hynix also signed an MOU with Purdue University for research and development collaboration in advanced packaging.
Mercury partners with Palantir to enhance factory automation August 28, 2026 Palantir is working with key US defense industrial base suppliers to increase throughput and reduce delivery timelines. Mercury will streamline material planning, reduce manual workloads and improve the ability to deliver at increased capacity.
Rolls-Royce expands Marand partnership, opens Canberra headquarters August 28, 2026 Rolls-Royce selected Marand to build three additional gas turbine acoustic enclosures and corresponding ship interface systems for the Type 26 programme. Marand will manufacture and assemble the enclosures at its Melbourne facility.
L&T’s renewables arm wins ‘major’ BESS order in Middle East August 27, 2026 In addition to the storage facilities, the scope of the packages involves grid interconnections, including pooling substations and underground cables. The three projects will collectively contribute to 6 gigawatt-hour of storage capacity.
Navitas Semiconductor to acquire Claros for $233 million August 27, 2026 Navitas’ potential acquisition of Claros would extend the company’s AI infrastructure portfolio from the grid all the way to the xPU by bringing industry-leading VPD and IVR capabilities that can directly power the high-current, high-speed processors at the heart of modern AI systems.
Doosan acquires 70.6% stake in SK Siltron August 26, 2026 South Korean conglomerate Doosan has signed a share purchase agreement to acquire a 70.6% stake in SK Siltron from SK Group for KRW 2.3 trillion, equivalent to approximately USD 1.7 billion. The deal was approved by Doosan's board on July 31.
Zeiss SMT expands capacity in Oberkochen and key semiconductor markets August 26, 2026 Zeiss Semiconductor Manufacturing Technology has reached a milestone in its Oberkochen site expansion with the move-in to a new office building in July 2026, roughly four years after the groundbreaking ceremony in May 2022. In total, the expansion adds approximately 25,000 square metres of space for production and production-related areas at the site.
Koh Young to double production capacity at Yeoju complex August 26, 2026 South Korean inspection solutions provider Koh Young Technology is building a second production centre at its Yeoju complex in Gyeonggi Province, South Korea, targeting completion in August 2027. The new 12,800 square-metre facility will double the company's total production capacity.
Beyond the headlines: a live semiconductor market conversation in Gothenburg August 26, 2026 The semiconductor market is moving fast – but the headlines and numbers only tell part of the story. Prices are increasing, lead times are stretching, and geopolitics is reshaping how companies think about sourcing. What's harder to see from the outside is how all of this is playing out in practice: in customer behaviour, in order flows, in the conversations that happen daily between distributors, manufacturers and buyers.
ICEYE to broaden engagement with India’s defense ecosystem August 26, 2026 The Finnish company has announced the formal establishment of ICEYE India, operating from New Delhi. ICEYE India’s immediate priority is supporting India’s defense and intelligence customers to access advanced intelligence capabilities and solutions.
LGES announces start of production at new Lansing battery plant August 26, 2026 With the opening of its Lansing facility, LG Energy Solution now operates two facilities in Michigan, located in Holland and Lansing. The South Korean company has invested more than USD 5 billion total in the state of Michigan since 2010.
Coherent begins sampling 300mm SiC substrates for AI thermal management August 25, 2026 Coherent has begun sampling its 300mm high thermal conductivity silicon carbide substrates to AI semiconductor partners. The milestone moves the platform from internal development to customer evaluation.
Global semiconductor sales hit $403 billion in Q2 August 25, 2026 Global semiconductor sales reached USD 403.3 billion in Q2 2026, a 35.1% increase compared to Q1, according to the Semiconductor Industry Association. Monthly sales in June alone came in at USD 134.5 billion – up 123.6% YoY and 9.7% from May.
Donut Lab acquires nanotechnology company Nordic Nano Group August 25, 2026 Finnish technology company Donut Lab has acquired nanomaterials company Nordic Nano Group, with the entire team transferring to Donut Lab. The acquisition brings together both companies' intellectual property, technology and staff under one roof.
Nordson Test & Inspection opens centre of excellence in Phoenix August 25, 2026 Nordson Test & Inspection has opened a new Centre of Excellence in Phoenix, Arizona, in the United States. The purpose-built facility serves as a demonstration, training and testing centre for the company's semiconductor and SMT inspection and metrology solutions.
Teleflex completes strategic divestiture of OEM business for $1.5B August 24, 2026 The company said it remains committed to its capital deployment priorities, including debt reduction of USD 800 million and completing its USD 1 billion share repurchase authorization.
Fujifilm completes new production facility in Oita August 24, 2026 This investment will significantly expand production capacity for post-CMP cleaners used in the manufacturing of advanced semiconductors, including those for AI applications, for which demand is growing rapidly.
Micron launches $250 million AI investment fund August 24, 2026 Micron Technology has launched the Micron Ventures Paradigm Fund, a USD 250 million investment vehicle targeting startups across the AI technology stack. It is Micron Ventures' third and largest fund to date, bringing the unit's total capital commitment to USD 550 million.
GKN Aerospace to invest $16M in expanding New Hampshire facility August 24, 2026 The upgraded facility positions the company to support both current production and future engine platform opportunities. The company is also strategically insourcing key manufacturing processes to enhance production agility.
Navitas partners with Magnachip to accelerate HV, UHV SiC adoption August 24, 2026 Under the terms of the agreement, Magnachip will license Navitas’ GeneSiC Trench-Assisted PlanarTM (TAP) technology to enter the HV and UHV SiC markets. The license covers 1200 V, 2300 V, 3300 V and higher voltage GeneSiC technologies.
Micron unveils $10 billion AI memory research lab in Boise August 21, 2026 Micron Research Labs will center on a flagship Boise campus designed to support advanced research across critical technology domains. Key research areas include critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing.
Messer invests $40M to expand production capacity in Vietnam August 21, 2026 At its existing site in Yen Binh, the German company will build a new air separation unit capable of producing 600 metric tons per day of nitrogen, oxygen and argon. Additionally, Messer will build a new nitrogen liquefier at its site in Song Cong.
LG Electronics accelerates robotics collaboration with Nvidia August 21, 2026 Data collected across various environments such as LG’s Data Factory and LG CNS’s logistics automation solutions will be linked with Nvidia’s robotics stack, where it is augmented and synthesized into high-quality data for robot learning.
Sony Semiconductor returns to full operations at Kumamoto facility after earthquake August 20, 2026 Sony Semiconductor Solutions' Kumamoto Technology Center, which was halted following an earthquake in the Kumamoto region on July 28, began staged resumption of operations on August 4. The company expects to return to pre-earthquake operating levels by mid-August, according to updates published by Sony Semiconductor Solutions.
Marvell and Google expand custom silicon partnership August 20, 2026 Marvell Technology has entered into an expanded commercial agreement with Google to develop custom semiconductor products across a range of programmes attached to Google's TPU ecosystem.
Jubilant Ingrevia to acquire 40% stake in Zettaone August 20, 2026 Zettaone is an Indian electronics design and manufacturing platform with integrated capabilities in the electronics/semicon industry. It delivers engineering solutions for aerospace, defence, semiconductor, automotive, medical and industrial applications.
Samsung to invest $158M in new HVAC production line in Korea August 20, 2026 The 21,500 sqm HVAC production line in Gwangju, Korea is scheduled to begin operations upon completion by 2028. It will manufacture HVAC products from FläktGroup, which was acquired by Samsung Electronics last year.
CACI opens defence electronics manufacturing facility in Rochester, New York August 19, 2026 CACI International has opened a 61,000-square-foot Manufacturing Centre of Excellence for Defence Electronics in the Greater Rochester area in New York, in the United States. The facility increases CACI's manufacturing space by more than 300% and will serve as the primary production hub for the company's electronic warfare technologies.
Qualcomm appoints Wassim Chourbaji as President of EMEA August 19, 2026 Qualcomm has appointed Wassim Chourbaji as Senior Vice President and President of Qualcomm EMEA, effective immediately. He succeeds Enrico Salvatori, who will retire from Qualcomm in June 2027 after 25 years with the company.
Posco Future M signs supply agreement for LFP cathode materials August 19, 2026 The agreement, reached to preemptively address surging North American ESS demand, will see Posco Future M supply more than 190,000 tons of LFP cathode materials to a major Korean battery maker over six years.