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.
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.
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.
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.
Zollner expands Costa Rica facility as part of Americas 2030 strategy August 25, 2026 German EMS provider Zollner has officially opened an expansion of its Cartago facility in Costa Rica, adding approximately 10,000 square metres of operational space. The expansion is expected to create around 500 additional jobs by 2030 and forms part of the company's Americas 2030 strategy.
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.
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.
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.
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.
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.
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.
Lam Research to invest more than $3 billion in global R&D lab network August 18, 2026 Lam Research plans to invest more than USD 3 billion over the next five years to expand its global research and development lab network. The investment is expected to increase experiment capacity by more than 50% and further compress product development cycles for semiconductor customers.
SK hynix invests $38 billion in chip plants in South Korea August 17, 2026 SK hynix’s board has approved about 54.3 trillion won ($38 billion) of investments through 2031, including 35.2 trillion won for the second phase of construction of its chip fabrication plant in Yongin and 19.1 trillion won for its M17 chip plant in Cheongju.
US firm ChipAgents expands Series A funding to $134 million August 17, 2026 The funding will support ChipAgents' next phase of expansion as the company scales customer deployments, grows its engineering and go-to-market teams, and accelerates development of its AI-native semiconductor design platform.
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.
SPHERE AX partners with Blaize to advance edge AI computing August 14, 2026 US firm Blaize and South Korean company SPHERE AX plan to develop a next-generation physical AI solution targeted at the global market by combining Blaize’s AI semiconductor technology, optimized for physical AI, with SPHERE AX’s core software expertise.
Waaree secures $17 million order for medium voltage skids August 14, 2026 The 8.3 MVA MV skid is a plug-and-play, containerised solution developed by Waaree Transpower specifically for BESS applications. The complete solution is integrated within a 20-foot container, enabling efficient transportation, installation and deployment.
BAE Systems, TUALCOM to collaborate on autonomous technologies August 14, 2026 The agreement between BAE Systems and TUALCOM establishes a strategic framework for both organisations to investigate opportunities to integrate advanced communications, resilient navigation and electronic warfare technologies into future autonomous platforms.
EMS provider Norautron acquires Jaltek, establishes UK presence August 14, 2026 The acquisition marks an important step in the Norwegian company's international growth, establishing a presence in the UK while expanding the Group’s advanced electronics manufacturing capacity and strengthening its technical and design capabilities.
Infineon partners with LS Electric to advance DC power solutions August 13, 2026 The collaboration will focus on key DC infrastructure areas, including power conversion systems for energy storage systems, solid-state transformers (SSTs) and solid-state circuit breakers (SSCBs).
Indian electric mobility startup Yulu secures $93 million August 13, 2026 The proceeds will be deployed to quadruple Yulu’s active fleet, expand service hubs and deepen strategic enterprise partnerships. The Bengaluru‑based startup also plans to launch an electric scooter targeting e-commerce logistics, bike taxis and parcel delivery.