Qualcomm, Amazon to build next-gen AI data center infrastructure September 14, 2026 The collaboration brings together Amazon’s comprehensive, secure and price-performant AI infrastructure with Qualcomm Technologies’ expertise in power-efficient processing, silicon design and system-level integration.
Infineon extends collaboration with SolarEdge Technologies September 14, 2026 The collaboration builds directly on SolarEdge's SST platform with Infineon SiC components, first announced in November 2025. The SST is designed to enable direct medium-voltage (13.8-34.5 kV) to 800-1500 VDC conversion at over 99 percent efficiency.
Samsung partners with Mistral AI to advance chip infrastructure September 14, 2026 Under the agreement, Samsung will integrate Mistral’s AI services and solutions — including its flagship large language model, Mistral Large — across its semiconductor operations to develop customized on-premises AI models optimized for intelligence-driven infrastructure.
Positron raises $875M to advance next-gen inference silicon September 11, 2026 Positron AI’s next-gen systems realize more than 90% of their available memory bandwidth, are built on commodity LPDDR5X memory that sidesteps constrained HBM and CoWoS supply chains, and deliver leading tokens per dollar and tokens per watt.
Ceva partners with LG Electronics to accelerate UWB adoption September 11, 2026 The collaboration pairs Ceva-Waves UWB baseband IP and software with UWB radio frequency (RF) technology developed by LG's SoC Center, giving customers a silicon-ready platform for integrating UWB into their SoCs. LG's UWB RF supports TSMC's 22nm process.
GlobalFoundries finalises $375 million CHIPS award for quantum semiconductor R&D September 10, 2026 GlobalFoundries has finalised a definitive agreement with the US Department of Commerce for a USD 375 million research and development award to advance its Quantum Technology Solutions business. The funding is tied to milestone achievements over a five-year period.
Analog Devices to acquire AI processor company Alif Semiconductor for $1.35B September 10, 2026 Analog Devices has announced a definitive agreement to acquire Alif Semiconductor in an all-cash transaction valued at USD 1.35 billion, with potential additional contingent consideration of up to USD 200 million. The deal is expected to close before the end of 2026.
HCLTech launches semiconductor lab with $19M investment September 09, 2026 The Advanced Semiconductor Lab in Bengaluru provides a unified platform for electrical validation, automated testing, qualification and failure analysis, streamlining the journey from design specifications to finished semiconductor parts.
Silicon Labs opens new R&D lab in Austin with Texas CHIPS Act support September 08, 2026 Silicon Labs has opened a new research and development laboratory at its headquarters in Austin, Texas, expanding its capabilities for advanced chip design, testing and validation.
Samsung Electro-Mechanics signs $790M AI server MLCC contract September 03, 2026 Including this customer, Samsung Electro-Mechanics has signed long-term MLCC supply agreements (LTAs) with over 10 global companies. The company said it is also in discussions for long-term supply contracts with several global companies.
AMD Instinct AI infrastructure goes live in Saudi Arabia through HUMAIN joint venture September 02, 2026 AMD, Cisco and Saudi AI company HUMAIN have announced that AMD Instinct MI355X GPU-based infrastructure is now live in Saudi Arabia and serving customers. The three companies also plan to deploy up to 250 MW of additional AI infrastructure from 2027, as part of a joint venture targeting up to 1 GW of total capacity by 2030.
Nvidia and MediaTek deepen partnership across AI infrastructure, PCs and automotive September 01, 2026 Nvidia and MediaTek have announced an expanded collaboration spanning cloud AI infrastructure, local AI computing and automotive. As part of the deal, Nvidia has invested USD 3.5 billion in convertible bonds issued by MediaTek.
Sweden must turn semiconductor expertise into industry September 01, 2026 Semiconductors form the backbone of our digitalised society and are business-critical for everything from AI and defence to next-generation energy systems. Yet despite Sweden being among the global leaders in academic fundamental research, we face a critical challenge: we must strengthen our own manufacturing capacity.
IBM completes acquisition of HRL to advance quantum ecosystem August 31, 2026 The combination brings together complementary expertise in quantum computing, sensing, materials science, and advanced technologies to accelerate future innovation
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.
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.
Infineon acquires Bangalore-based C2i Semiconductors August 24, 2026 Infineon Technologies has announced the acquisition of C2i Semiconductors, a Bangalore-based company specialising in software-defined multiphase controllers and smart power stages for AI data centre applications. The transaction is expected to close in Q3 2026.
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.
Mitsubishi Electric to wholly acquire Poland-based Medcom August 17, 2026 Medcom designs, manufactures, sells and maintains electrical equipment for railcars and electric urban transportation, including auxiliary power supply systems, propulsion control systems and industrial power electronics equipment. Its primary business is in Europe.
Sivers announces $3.4M program with SemiNex for InP light sources August 14, 2026 The program targets high-power external laser sources for co-packaged optics (CPO), high-channel-count DFB arrays for wavelength-multiplexed links, and SOA gain stages that extend optical reach as channel counts scale.
US space tech startup Array Labs raises $21 million August 14, 2026 The investment round was anchored by Mitsubishi Electric Corporation. Array Labs and Mitsubishi Electric have also entered into a partnership to develop and bring to market satellite-based maritime and aircraft tracking services for customers in Asia-Pacific.
Canada’s Stathera raises $55 million to scale silicon timing August 12, 2026 Stathera will use the proceeds to fund mass production of its GEN2 silicon timing portfolio while accelerating development of its next-generation platform for AI data centers and growing the company’s engineering and commercial teams.
Siemens to acquire EDA software firm Precision Innovations August 07, 2026 Acquisition expands Siemens’ electronic design automation (EDA) portfolio with AI-powered, shift-left chip planning capabilities to support faster design exploration for advanced system-on-a-chip (SoC) architectures.
Marvell to invest $250 million in India, expand Bangalore facility July 31, 2026 The expanded footprint is expected to strengthen the US company’s global innovation network, supporting the design and development of advanced semiconductor solutions for AI, cloud and data infrastructure applications
Worldwide silicon wafer shipments increase 7.4% in Q2 2026 July 30, 2026 SEMI Silicon Manufacturers Group (SMG) has reported that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025.
Baya Systems partners with Openchip on next-gen intelligent compute July 30, 2026 Spanish company Openchip will use US-based chiplet startup Baya Systems’ WeaveIP unified fabric to develop specialized intelligent compute systems for next-generation AI workloads.
Samsung, Broadcom expand collaboration across memory, foundry tech July 28, 2026 On the memory front, Samsung and Broadcom plan to pursue a strategic collaboration for the supply of industry-leading memory solutions, including HBM, supporting Broadcom’s next-generation AI accelerators.
CEA, Playground Global sign MoU to bolster deep tech companies July 28, 2026 The collaboration aims to strengthen the pathway from laboratory innovation to global commercial impact by combining Playground’s expertise in building and scaling frontier technology companies with the CEA’s scientific research and technology-transfer capabilities.
ChipAgents, AWS to advance AI-powered semiconductor engineering July 21, 2026 Joining the AWS Partner Network will help ChipAgents continue scaling its platform as it supports semiconductor companies looking to improve engineering productivity and accelerate development cycles.
Tower Semiconductor announces capacity expansion in Japan July 20, 2026 Track one adds new 300mm Silicon Photonics capacity, with full production readiness expected during the fourth quarter of 2027. It consists of repurposing the Arai facility for 300mm Silicon Photonics capacity and advanced packaging capabilities.
India approves $13.3 billion for fresh semiconductor push July 16, 2026 Companies involved in the manufacturing and R&D of the machines and manufacturing of materials, chemicals and gases that are essential for manufacturing semiconductors will be incentivized.
Bosch announces $225 million funding deal with US government July 14, 2026 Bosch is investing up to $2 billion to transform the Roseville, California site into a facility that produces and tests SiC semiconductors with state-of-the-art processes and equipment.