Applied Materials to invest $5 billion in India by 2035 September 18, 2026 The investment will be deployed towards deepening R&D in India, expanding the domestic semiconductor supply chain and developing future talent. The US company also plans to establish a 140-acre advanced semiconductor research park in India.
Report: SK hynix in talks with Intel about deal to make memory chips in US September 16, 2026 At least two potential scenarios are being discussed: SK hynix would lease part of Intel’s chipmaking facility in Ohio, or form a venture with Intel and cloud firms looking for a secure memory chip supply, according to Reuters.
Teradyne opens office in India to strengthen chip ecosystem September 15, 2026 The Bengaluru office will serve as a local hub for customer engagement, applications support, training, and strategic partnerships, and will strengthen Teradyne’s ability to support India’s expanding base of chipmakers and electronics manufacturers.
Fortaegis raises $50M to accelerate deployment of secure compute September 15, 2026 The investment will enable the Dutch company to scale production and commercial deployment of its FPGA products across the United States, Europe, Singapore and Japan and to advance the ASIC roadmap, while growing its engineering and commercial capacity.
Report: Kioxia considering $10 billion US listing in 2027 September 15, 2026 The Tokyo-based memory-storage maker has been speaking with lenders such as Bank of America, Goldman Sachs Group and JPMorgan Chase on an offering that could take place in 2027, Bloomberg reports.
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.
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.
SMIC narrows gap with Samsung as global foundry revenue hits record $53.49 billion September 10, 2026 SMIC posted the strongest growth among the top three foundries in Q2 2026, with revenue surging 20% QoQ to more than USD 3 billion and market share edging up to 5.4% – closing in on Samsung Foundry's 5.9%. Combined revenue for the world's top ten foundries rose 11.5% to nearly USD 53.49 billion, a new record, according to TrendForce.
Belgian authorities arrest BelGaN employee in chip technology leak investigation September 10, 2026 A 52-year-old man holding both Belgian and Chinese citizenship has been arrested by Belgian authorities on suspicion of stealing trade secrets related to gallium nitride (GaN) semiconductor technology, according to Reuters. Investigators believe the information he obtained may have been passed to a Chinese company operating in the same industry.
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.
Micron faces strike threat in Taiwan over bonus dispute September 09, 2026 Labour unions representing nearly two-thirds of Micron Technology's Taiwan workforce are threatening to strike unless the US memory chip maker changes how it distributes profits to employees, Reuters reports. More than 80% of union members who took part in an internal survey in August backed strike action.
Amkor expands Arizona campus to $12 billion investment September 09, 2026 Amkor Technology has announced a Phase 2 expansion of its Arizona advanced packaging and test campus, increasing the total planned investment to approximately USD 12 billion. The expansion adds 60,000 square metres of cleanroom space, bringing the campus to approximately 93,000 square metres in total.
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.
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.
Toshiba starts shipping engineering samples of new M4V products September 07, 2026 The TXZ+ Family Entry-Class M4V Group feature an Arm Cortex-M4 core with a floating-point unit to enhance security and data management in IoT devices and industrial equipment.
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.
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.
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.
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.
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.
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.
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.
Siemens to invest over $200 million in US manufacturing August 24, 2026 Siemens expands manufacturing capacity with two new factories in US, producing the critical electrical backbone for AI infrastructure. Investments strengthen a global portfolio spanning power distribution, automation, digital twins, EDA and industrial AI
Flex and Cerebras scale AI supercomputer production in California August 21, 2026 EMS provider Flex and AI systems company Cerebras have expanded their manufacturing partnership to increase production of the Cerebras CS-3 AI accelerator system at Flex's Milpitas, California facility. Production capacity is expected to grow approximately seven times through 2026.
TT Electronics secures lifetime power electronics contract with Rolls-Royce August 20, 2026 TT Electronics has signed a multi-million pound lifetime contract with Rolls-Royce to supply power electronics for all large civil aircraft engines. The agreement covers TT Electronics' multi-chip power modules and precision magnetics, manufactured at its Bedlington and Barnstaple facilities in the United Kingdom.
ASMPT secures orders for more than 50 chip-to-substrate bonding tools August 20, 2026 ASMPT announced in late July bulk orders for more than 50 of its Chip-to-Substrate Thermo-Compression Bonding tools from OSAT customers, for use in advanced AI computing chip packaging.
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.
UK startup Olix raises $312M, appoints Nick McKeown to its board August 12, 2026 Nick McKeown co-invented software-defined networking, OpenFlow and P4. He is Professor Emeritus of Computer Science and Electrical Engineering at Stanford University and winner of the 2025 Marconi Prize.
Ardian Semiconductor invests in French fabless firm VSORA August 10, 2026 Through its investment, Ardian Semiconductor will support VSORA in accelerating its go‑to‑market strategy to strengthen the company’s recognition across the value chain and reinforce VSORA’s access to senior semiconductor industry expertise.
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.