ST enters high-volume production of PIC100 platform March 16, 2026 The 800G and 1.6T PIC100 transceivers enable higher bandwidth, lower latency, and greater energy efficiency as AI workloads surge.
Applied Materials and SK hynix to collaborate on AI memory March 11, 2026 Applied Materials and SK hynix have signed a long-term research and development agreement aimed at accelerating the development of next-generation memory technologies for artificial intelligence systems.
Applied Materials and Micron to advance AI memory development March 10, 2026 Applied Materials and Micron Technology are teaming up to develop next-generation memory technologies for AI systems. The work will take place at Applied Materials’ EPIC Center in Silicon Valley and Micron’s research facility in Boise, Idaho.
India’s C2i Semiconductors raises $15 million in Series A March 06, 2026 C2i Semiconductors is redesigning how electricity flows inside a server from the incoming power source to the processor chip using a grid-to-core approach.
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.
Vervesemi Microelectronics raises $10 million in Series A March 04, 2026 The Indian company will accelerate commercialisation of its machine learning-enhanced analog signal chain chip portfolio, including advanced data converters and intelligent power and sensing solutions for industrial, smart energy, motor control and avionics applications.
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.
DNP invests in Rapidus to advance mass production of 2nm chips March 02, 2026 Through this initiative, DNP will advance the development and mass production of EUV lithography photomasks and support Rapidus as it establishes a mass production system for 2nm & next-generation semiconductors.
Qualcomm appoints Intel Foundry Services head as EVP February 27, 2026 Qualcomm Incorporated has appointed Kevin O’Buckley as executive vice president of Global Operations and Supply Chain, effective 2 March 2026.
Hitachi Energy integrates Pakal’s IGTO into ≥3.3 kV power modules February 27, 2026 Hitachi Energy and Pakal Technologies have announced a collaboration to develop next-generation high-voltage silicon power semiconductor modules rated at ≥3.3 kV.
Lyten completes acquisition of Northvolt Sweden February 27, 2026 Battery company Lyten has completed its acquisition of Northvolt’s Swedish assets, valued at nearly USD 5 billion. The deal includes the Northvolt Ett and Ett Expansion sites in Skellefteå and Northvolt Labs in Västerås.
AMD and Meta sign multi-year deal for up to 6GW of AI GPU capacity February 25, 2026 AMD and Meta have entered a definitive multi-year agreement under which Meta will deploy up to 6 gigawatts of AMD Instinct GPUs to power its next generation AI infrastructure.
Apple to begin Mac mini production in Houston, expand AI server manufacturing February 25, 2026 Apple will start producing its Mac mini in the US for the first time, with manufacturing slated to start later this year at a new facility in Houston.
ASML unveils EUV light source upgrade to boost chip output by 50% by 2030 February 24, 2026 ASML has developed an upgraded extreme ultraviolet (EUV) light source for its lithography machines, which the company says could increase chip production by up to 50% by the end of the decade, Reuters reports.
SemiFive secures design win with Niobium for FHE accelerator February 20, 2026 SemiFive has secured a design win from US‑based Niobium for a fully homomorphic encryption (FHE) hardware accelerator.
ChipAgents expands funding to $74M for AI-driven IC design February 19, 2026 US-based ChipAgents has raised USD 50 million in an oversubscribed Series A1 funding round, bringing its total capital raised to USD 74 million.
Intel backs away from manufacturing deal with Tower Semiconductor February 16, 2026 Tower Semiconductor has disclosed that Intel does not intend to proceed with a previously signed agreement to manufacture 300mm wafers for Tower’s customers at Intel’s facility in New Mexico.
ITRI breaks ground on advanced semiconductor R&D centre in Hsinchu February 15, 2026 Industrial Technology Research Institute (ITRI) has broken ground on a new Advanced Semiconductor R&D Centre at its headquarters campus in Hsinchu, Taiwan.
Global silicon wafer shipments rise in 2025, revenue declines February 12, 2026 Global silicon wafer shipments increased in 2025, while total wafer revenue declined slightly, according to year-end data from SEMI.
Samsung to join Applied Materials’ $5B EPIC semiconductor R&D centre February 12, 2026 Samsung Electronics will join Applied Materials’ EPIC (Equipment and Process Innovation and Commercialisation) Centre in Silicon Valley, a semiconductor research and development facility backed by a USD 5 billion investment.
Marvell completes its acquisition of XConn Technologies February 11, 2026 Marvell Technology has completed its previously announced acquisition of XConn Technologies, a provider of advanced PCIe and CXL switching silicon.
Okmetic Vantaa fab expansion enters volume production February 11, 2026 Okmetic has entered volume production at its expanded Vantaa facility in Finland, targeting 150–200 mm silicon and bonded silicon-on-insulator (SOI) wafers.
Denso to invest $69 million in new logistics facility in Tennessee February 11, 2026 Mobility supplier Denso has announced a USD 69 million investment to build a new advanced logistics facility in Lebanon, Tennessee, as part of efforts to optimise its North American operations and distribution network.
Texas Instruments to acquire Silicon Labs for $7.5B February 04, 2026 Texas Instruments has signed a definitive agreement to acquire Silicon Labs in an all-cash transaction valuing the wireless connectivity specialist at approximately USD 7.5 billion.
Finland’s R&D model and its role in the electronics industry February 03, 2026 In a recent analysis, Evertiq explored which countries dominate global R&D spending. Viewed through the lens of absolute investment volumes, the picture is largely shaped by the United States and China, followed by established industrial powerhouses such as Germany, Japan and France. Shifting that lens away from global heavyweights and toward a smaller, highly R&D-intensive economy reveals a different dynamic — one where the relationship between research investment and industrial capability becomes more clearly defined. Finland provides a useful case for understanding how research investment translates into industrial capability.
VIS licenses GaN technology from TSMC February 02, 2026 Vanguard International Semiconductor Corporation (VIS) has signed a technology licensing agreement with TSMC covering both low-voltage (80V) and high-voltage (650V) gallium nitride (GaN) process technologies.
Indian AI semiconductor startup Agrani Labs raises $8M January 30, 2026 The proceeds will be used to scale engineering efforts and advance product development as Agrani Labs works towards building globally competitive AI compute solutions.
RSPL raises $3 million to boost silicon ingot manufacturing January 29, 2026 Indian company Raana Semiconductors Pvt. Ltd. (RSPL) plans to initially focus on producing 10–12 inch solar-grade silicon ingots, with a longer-term roadmap towards semiconductor-grade wafer manufacturing.
NASA launches Athena — its most powerful supercomputer January 29, 2026 Housed in the Modular Supercomputing Facility at NASA’s Ames Research Center in California, Athena delivers more computing power than any other NASA system, surpassing the capabilities of its predecessors, Aitken and Pleiades, in power and efficiency.
Samsung SDI teams up with KGM to develop EV battery pack tech January 19, 2026 As part of the agreement, the companies will focus on battery pack technologies using Samsung SDI’s 46-series cylindrical battery cells, while expanding collaboration on technologies to advance next-generation battery pack development.
Equal1 raises $60M to boost scalable quantum computing January 19, 2026 Current quantum computers demand huge investment: custom fabrication, exotic cooling, specialist teams. Equal1 delivers a different model: quantum servers where cost, ease of deployment, power efficiency, and integration are first-order requirements.
SRC wins $1M grant to create new electronics assembly line January 16, 2026 The investment will allow SRC Technologies to build a low-volume, high-mix circuit board assembly line — expanding its capacity to produce and remanufacture advanced electronics in-house, in Missouri.