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.
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.
Gradiant expands India operations with new leadership, contracts October 08, 2026 Gradiant named Hari Prasad as Managing Director, India, to lead its growth across semiconductors, data centers, and energy. The new contracts span chips, electronics, and clean energy, and include a repeat award from a global chipmaker expanding its fab.
Memory boom: Micron's quarterly revenue nearly quintuples October 06, 2026 Micron's revenue reached USD 54.2 billion in the fourth quarter of its 2026 fiscal year, almost five times the level of the same quarter last year. Rising memory prices pushed the gross margin to 87%, and the company expects supply to become even tighter in 2027 and 2028.
X-FAB breaks ground on Chips Act-funded cleanroom in Erfurt October 06, 2026 X-FAB has started construction of a new cleanroom at its site in Erfurt, Germany, to expand production of microsystems and photonics. The Fab4Micro project receives EUR 127.4 million in funding from the German federal government and the state of Thuringia under the EU Chips Act.
Tata Electronics, Sojitz, NRS to develop semiconductor materials supply chain October 01, 2026 Under this partnership, Sojitz Corporation and NRS CORPORATION will explore and validate a supply chain management framework in support of the development of a robust semiconductor materials ecosystem for Tata Electronics’ Fab in Dholera, Gujarat.
VSMC opens its first 12-inch fab in Tampines, Singapore September 28, 2026 VisionPower Semiconductor Manufacturing Company (VSMC) is a joint venture established by Vanguard International Semiconductor Corporation and NXP Semiconductors. Following 22 months of construction, the fab successfully processed its first sample lot.
Tata Electronics, Kelington to advance development of Dholera Fab September 25, 2026 Kelington will support the delivery of critical infrastructure and systems required for semiconductor manufacturing. The partnership will enable Tata Electronics to accelerate the facility’s operational readiness for silicon wafer production.
Semiconductor supply chain on the edge? September 24, 2026 The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semiconductor industry and its supply chain.
ASML, TSMC to advance transition to large-format EUV photomasks September 24, 2026 While High NA EUV will be adopted for production using the current 6-inch masks, the transition to larger, 12-inch masks is expected to further increase fab productivity, lower chipmaking costs and remove stitching constraints, benefiting the entire semiconductor industry.
Nexperia partners with Tata Electronics on semiconductor manufacturing in India September 23, 2026 Nexperia has announced a strategic partnership with Tata Electronics covering wafer fabrication, assembly and test, and technology development across two sites in India.
Tata Electronics, Sumitomo Chemical to boost India’s chip supply chain September 23, 2026 Under the MoU, both companies have agreed to explore a collaboration whereby Sumitomo will supply semiconductor materials, including photoresists, functional chemicals, and high-purity chemicals to Tata Electronics’ upcoming Fab in Dholera, Gujarat.
LTSCT partners with Tata Electronics to advance chip manufacturing September 21, 2026 The two Indian companies will jointly explore chip fabrication and packaging opportunities for L&T Semiconductor’s current and future products across Tata Electronics’ range of fab process technologies and packaging solutions.
Gradiant announces $300M in new water contracts this year September 17, 2026 Rather than serving a single point in the water cycle, Gradiant will deliver its full semiconductor portfolio across these sites — from ultrapure water production to high-recovery wastewater treatment, scrubber reclaim, treatment of complex streams and zero liquid discharge.
Samsung, ASML to collaborate on next-gen chip manufacturing September 10, 2026 The two companies aim to deepen collaboration on High NA EUV lithography and advanced semiconductor manufacturing technologies. Samsung plans to introduce ASML’s High NA EUV lithography into future DRAM high-volume manufacturing by 2028.
Novo Nordisk Foundation to establish quantum chip fab in Copenhagen September 08, 2026 Quantum Foundry Copenhagen and the Novo Nordisk Foundation have announced plans to establish a 5,300 square metre quantum chip fabrication facility in Copenhagen, Denmark. The facility is expected to open in 2027 and will develop and scale manufacturing capabilities for next-generation quantum chips.
Manz Asia partners with SUSS to advance chip inkjet technology September 07, 2026 Manz Asia contributes inkjet capabilities, manufacturing engineering expertise and a strong position in the panel-level packaging ecosystem. German manufacturer SUSS brings semiconductor process expertise and global customer reach.
Sivers Semiconductors to expand photonics manufacturing in Glasgow September 03, 2026 Swedish company Sivers Semiconductors is investing USD 30 million to expand its indium phosphide manufacturing facility in Glasgow, Scotland.
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.
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.
Memory to account for 68% of cloud giant CapEx by 2027 August 26, 2026 DRAM and NAND Flash combined will account for 47% of major cloud service providers' total capital expenditure in 2026, rising to 68% in 2027, according to TrendForce. The shift reflects both soaring memory contract prices and surging procurement demand for AI infrastructure.
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.
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.
Tokyo Electron, Nvidia expand collaboration for agentic AI, robotics August 13, 2026 Tokyo Electron (TEL) is collaborating with Nvidia, utilizing Nvidia Agent Toolkit including Nvidia NeMo, Nvidia NIM, Nvidia NemoClaw blueprints and the open robot development platform Nvidia Isaac within TEL’s “Epsira” concept for digital transformation (DX) solutions.
UMC reports 17% increase in YoY second quarter revenue July 30, 2026 Second quarter consolidated revenue was NT$68.73 billion, increasing 12.6% from NT$61.04 billion in 1Q26. UMC’s Board of Directors has approved a plan to expand cleanroom capacity at its Singapore P4 facility and to construct a new fab in Taiwan.
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.
QD raises €91 million to scale next-generation chip inspection July 13, 2026 Founded in 2022 as a spin-out of the Technical University of Munich, QuantumDiamonds (QD) will use the funding to deliver lab systems to leading chipmakers and advance wafer-level capabilities for high-throughput fab inspection.
It's gotten worse – and the memory market isn't done yet July 09, 2026 Two months ago, at Evertiq Expo Zürich, Nikolaos Florous left little room for optimism. Tight memory market conditions would persist, he said — and things would likely get worse before they got better.
Silex acquires Onsemi fab in Pennsylvania for $40 million July 07, 2026 Swedish MEMS foundry Silex Microsystems has entered into a binding agreement to acquire a 200mm semiconductor fab in Mountain Top, Pennsylvania, in the United States, from Onsemi. The purchase price is USD 40 million.
Micron partners with Ford to strengthen long-term memory supply July 07, 2026 Micron is increasing output of key automotive memory solutions with capacity expansions designed to support long product lifecycles and ensure sustained supply for critical production programs.
Air Liquide invests over $170M to back SK hynix’s US fab July 03, 2026 Air Liquide will deliver large volumes of nitrogen, oxygen, argon, hydrogen and other industrial gases to SK hynix’s new cutting-edge advanced chips packaging facility.
Coherent receives $50 million CHIPS funding to expand InP fab in Texas July 03, 2026 Coherent has signed a letter of intent to receive up to USD 50 million under the US CHIPS and Science Act to expand its indium phosphide semiconductor manufacturing facility in Sherman, Texas. The expansion will double manufacturing space and quadruple wafer production capacity, and is expected to create more than 1,000 jobs.