300mm fab equipment spending set to reach $227 billion by 2029 October 15, 2026 Global spending on 300mm front-end fab equipment is projected to rise 31% to USD 149 billion in 2026, according to SEMI. Equipment investment in the Americas is expected to more than double over the same forecast period.
Inission enters Germany with acquisition of Bavaria Digital Technik October 15, 2026 Swedish EMS provider Inission is acquiring Pfronten-based EMS provider Bavaria Digital Technik (BDT) for EUR 5.3 million. The deal marks Inission’s first operation in Germany.
XIVER adds ASML DUV lithography to its Eindhoven foundry October 15, 2026 Dutch specialty foundry XIVER has acquired an ASML PAS 5500 DUV lithography tool to make finer structures for photonic and semiconductor devices. The tool is expected to be in operation in 2027.
Vietjet Air expands contract with RTX’s Collins Aerospace October 15, 2026 Under the expanded contract, FlightSense, a full-lifecycle support program powered by Collins’ Ascentia analytics platform, will deliver guaranteed component availability, reduced downtime and cost predictability.
India’s Larsen & Toubro wins EPC orders worth over $1 billion October 15, 2026 In Saudi Arabia, the Power Transmission & Distribution (PT&D) business vertical of Indian multinational Larsen & Toubro (L&T) has won Engineering, Procurement and Construction (EPC) orders in the 380 kV transmission and substation segments.
GlobalFoundries to operate two Japan-funded fabs in New York October 14, 2026 GlobalFoundries has been selected to operate two new fabs at its site in Malta, New York, financed by Japan through up to USD 21 billion under the US-Japan trade agreement. In a separate agreement, the US government will also take an equity stake of around 4% in the company.
Bosch sets up €100 million fund for German deep-tech startups October 14, 2026 Bosch is launching a new venture fund, Spark, which will invest EUR 100 million in German startups. The focus is on deep tech in seed and early stages.
XIVER secures €28 million from ABN AMRO to expand photonics foundry October 14, 2026 Eindhoven-based specialty foundry XIVER has received EUR 28 million in debt financing from ABN AMRO. The money is part of a EUR 55 million programme to expand and modernise its production of photonic chips and other microsystems.
Former SK hynix 200mm fab in Oregon up for sale October 14, 2026 A former 200mm memory fab in Eugene, Oregon, originally built by SK hynix, has been put up for sale. The site has about 170,000 square feet (15,800 square metres) of potential cleanroom production space, and much of the infrastructure is still in place.
Poland seeks to seize opportunities in Europe’s semiconductor sector October 14, 2026 Poland’s semiconductor market could grow from USD 5.1 billion in 2025 to USD 23.7 billion by 2035. A report by Bank Gospodarstwa Krajowego (BGK), Poland’s state development bank, also identifies opportunities for the domestic sector not in building chip fabrication plants, but in developing integrated circuit design, power electronics, photonics, and semiconductor assembly and testing technologies. The outlook for an industry that is becoming increasingly important to European manufacturing will also be discussed at Evertiq Expo in Warsaw, scheduled for 22 October at PGE Narodowy Stadium.
Edge, Hanwha strengthen cooperation on integrated air defence October 14, 2026 The two companies signed a Term Sheet outlining the direction of cooperation related to the UAE’s integrated air defence requirements, including the South Korean L-SAM system, additional M-SAM capabilities, and the Chunmoo MRLS.
Varta’s consumer battery business spun off from insolvent parent October 13, 2026 Varta Consumer Batteries will once again operate as an independent company after Germany’s Federal Ministry for Economic Affairs approved its spin-off from the insolvent Varta AG group. The lenders take over the business, and all 990 jobs will be kept.
Applied Materials opens $5 billion EPIC Center in Silicon Valley October 13, 2026 Applied Materials has unveiled its EPIC Center in Sunnyvale, California, where chipmakers, equipment suppliers and universities will develop new semiconductor processes alongside the company’s own engineers. TSMC, Intel, Samsung, SK hynix and Micron are among the founding partners.
Nokia to sell private wireless business to Aurelius October 13, 2026 Nokia is selling Enterprise Campus Edge, its private wireless and industrial edge business, to investment firm Aurelius. The divestment is another step in Nokia’s strategy to concentrate its resources on fewer areas.
From inspiration to transformation: How Apator is building the factory of the future October 13, 2026 There is a certain paradox in electronics manufacturing. The more processes become automated, the more important those that still rely on human expertise seem to be. These are often the very stages where the quality of the finished product is determined – at workstations where correct assembly still depends on the operator's experience, concentration and attention to detail.
LS Electric signs $138 million contract with Bloom Energy October 13, 2026 This project is a fuel cell-based on-site power generation project for a big-tech data center being built in Pennsylvania. LS Electric will supply 38 kV-class high-voltage switchgear and distribution transformers from April through July 2027.
Hitachi Energy, Enedis sign €350M deals to secure France’s power grid October 12, 2026 The long-term agreements secure the delivery of distribution and power transformers, helping to address the global transformer shortage, a critical component in strengthening France’s electricity grid.
Gaon Cable signs $150M busducts contract with US AI data center October 12, 2026 With this contract, LSCUS, the US subsidiary of South Korean company Gaon Cable, has added AI cloud providers to its existing customer base of big tech and generative AI companies.
Avolon orders 35 Airbus A330-900 and 75 A320neo Family aircraft October 12, 2026 Powered by the latest generation Rolls-Royce Trent 7000 engines, the A330neo is designed to fly up to 8,100 nautical miles / 15,000 kilometers non-stop.
COGD: Obsolescence risks have never been greater October 12, 2026 Obsolescence risks in electronics supply chains have never been as numerous as they are today, according to Axel Wagner, Chairman of the German industry association COGD. He points to shifting semiconductor strategies, geopolitics and trade restrictions, and calls on companies to manage obsolescence across the whole company rather than within purchasing alone.
Tessolve raises $75M to support acquisitions, strengthen offerings October 12, 2026 Tessolve is a Bangalore-based semiconductor engineering company offering end-to-end solutions across chip architecture, design, validation, testing and embedded systems. The investment round was spearheaded by US firm Vector Line.
GlobalFoundries tops out Dresden expansion October 12, 2026 GlobalFoundries has reached a construction milestone in its EUR 1.1 billion expansion in Dresden. The company also plans to develop and manufacture its next generation of FD-SOI technology at the site.
Lam Research opens its largest US warehouse October 09, 2026 Lam Research has gathered all of its logistics operations in California under one roof in Livermore. At the heart of the new hub is an automated storage system that retrieves parts in under 30 seconds.
TTM closes $1.1 billion acquisition of Epiq Solutions October 09, 2026 Six weeks after the deal was announced, TTM Technologies has completed its acquisition of the software-defined radio maker. TTM now says explicitly that the purchase will dilute its earnings per share next year.
More than 250 jobs at risk as Nokia plans cuts in Finland October 09, 2026 Nokia is planning to cut up to 253 positions in Finland. The company wants to reduce costs and redirect resources towards areas such as defence, AI and data centres.
LG secures supply deal to boost AI data center cooling business October 09, 2026 LG Electronics USA has signed a major supply agreement with AIR Control Concepts (AIR). Under the agreement, LG will supply advanced chillers supporting large-scale AI data center projects exceeding 5 GW of capacity in North America.
India’s electronic components market is evolving. Is the supply chain ready? October 09, 2026 As India enters its next phase of electronics manufacturing growth, Waldom highlights an important opportunity: improving access to existing global inventory rather than simply increasing the amount of stock held locally.
Raytheon wins $6.3 billion contract for SM-3 IB interceptors October 09, 2026 SM‑3 IB is a ship‑ and land‑based missile defense interceptor designed to defeat short‑ to intermediate‑range ballistic missiles during the midcourse phase of flight.
GlobalFoundries to make AI chip component for TSMC in $2B deal October 09, 2026 Under the agreement, GF will provide manufacturing service to TSMC, and add fabrication capacity at its Malta, New York facility, supporting growing demand for high-performance computing and AI systems.
PCB Technologies to acquire Gorilla Circuits for $120 million October 09, 2026 Israeli PCB manufacturer PCB Technologies is buying Gorilla Circuits in San Jose, California. The deal gives the company its first manufacturing base in the US and a way into contracts that require onshore production.
Green Circuits adds sixth SMT line, with three more in the pipeline October 08, 2026 US EMS provider Green Circuits has installed its sixth SMT production line at its San Jose facility, increasing SMT capacity by around 20%. A seventh line is about to ship, and an eighth and ninth are at the quotation stage.
Infineon and ZuriQ expand partnership on trapped-ion quantum chips October 08, 2026 Infineon and Swiss quantum computing start-up ZuriQ are expanding their collaboration to scale ZuriQ's trapped-ion architecture towards larger qubit counts. The partnership combines ZuriQ's chip design with Infineon's semiconductor manufacturing, advanced packaging and integrated photonics.