LG secures supply deal to boost AI data center cooling business October 09, 2026 LG Electronics USA has signed a major supply agreement with AIR Control Concepts (AIR). Under the agreement, LG will supply advanced chillers supporting large-scale AI data center projects exceeding 5 GW of capacity in North America.
India’s electronic components market is evolving. Is the supply chain ready? October 09, 2026 As India enters its next phase of electronics manufacturing growth, Waldom highlights an important opportunity: improving access to existing global inventory rather than simply increasing the amount of stock held locally.
Department of War announces $350M in quantum computing initiatives October 09, 2026 This new effort will build on existing Department of War programs and complement related national initiatives led by the Department of Energy (DOE), particularly its recently announced Quantum Genesis Priority Applications and the Quantum Genesis Q Competition.
LMT, Novaspace partner to develop strategy for satcom hub in Latvia October 09, 2026 Signing the agreement marks a step toward creating a hub for developing an internationally competitive telecommunications sector and advancing the emergence of a wider Latvian space innovation ecosystem.
PCB Technologies to acquire Gorilla Circuits for $120 million October 09, 2026 Israeli PCB manufacturer PCB Technologies is buying Gorilla Circuits in San Jose, California. The deal gives the company its first manufacturing base in the US and a way into contracts that require onshore production.
VoltR raises €22 million to advance battery second-life solutions October 09, 2026 The French company aims to demonstrate on an industrial scale that a battery that has reached the end of its first life cycle can become a new resource for manufacturing new batteries in France.
Rising component costs could push notebook shipments lower in 2027 October 08, 2026 Next year, the biggest challenge for the notebook market is no longer getting hold of components but whether consumers are willing to pay for them, according to TrendForce. Global shipments are projected to decline, and the drop could be considerably steeper if brands pass on the full cost increase.
Cellula partners with FERRI to advance autonomous marine handling October 08, 2026 FERRI’s bespoke marine and naval handling systems are used by international navies. Cellula Robotics brings 25 years of subsea engineering and in-water performance.
Ericsson to modernise and expand Cellnex Poland's 5G network October 07, 2026 Cellnex Poland has selected Ericsson as one of its suppliers for the modernisation and expansion of its 5G radio access network. The scope covers radios, RAN compute modules, microwave links, antennas and enclosures, and several of the products are being deployed at scale for the first time.
Silicon Box passes 1 billion units, targets 2 billion by year-end October 07, 2026 Silicon Box has shipped more than 1 billion units from its panel-level packaging factory in Singapore, ten times as many as a year ago, when it passed 100 million. The company expects to reach 2 billion units by the end of 2026.
Navitas completes acquisition of IVR specialist Claros October 07, 2026 Navitas Semiconductor has completed its acquisition of Claros, a developer of integrated voltage regulators (IVR) for AI data centres. The deal adds the last stage of power conversion, closest to the processor, to Navitas' GaN and SiC portfolio.
Micron's Taoyuan workers greenlight strike October 07, 2026 A union representing Micron employees in Taoyuan, Taiwan, has secured its members' backing for a strike over the company's bonus scheme, Reuters reports. Taiwan is a key production base for Micron's DRAM and HBM chips, and a strike could add to supply concerns in an already tight memory market.
Bosch to cut 900 jobs at Nuremberg plant October 07, 2026 Bosch plans to cut 900 jobs at its plant in Nuremberg, Germany, by the end of 2029, roughly half of the site's workforce. The plant mainly produces components for combustion engines, and IG Metall warns that a closure after 2029 can no longer be ruled out.
HD Hyundai Heavy Industries to invest $800M in engines, SMRs October 07, 2026 The South Korean company will invest USD 622 million to build a new 3 GW production facility for its HiMSEN engines in Ulsan. It will also invest USD 178 million to establish a manufacturing facility for small modular reactors (SMR) equipment.
Intelligent Memory signs Sourceability as global distributor October 06, 2026 Industrial memory maker Intelligent Memory has signed hybrid electronics distributor Sourceability as a new global distribution partner. The collaboration targets industrial and embedded customers facing end-of-life for DDR3 and DDR4 and continued volatility in the memory market.
Altera and Rutronik sign strategic distribution agreement October 06, 2026 Altera Corporation and Rutronik have signed a strategic distribution agreement to expand access to Altera’s FPGA portfolio across the European market, the companies announced in a press release.
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.
XPeng raises over $900M to accelerate Physical AI deployment October 06, 2026 The funding will support software and hardware R&D for Chinese firm XPeng’s robotics business, the training and iteration of its Physical AI models, data generation, development of end-to-end mass production facilities and global commercial expansion.
Evertiq Expo Warsaw: The EMS industry examined – and the hardware behind the growth October 05, 2026 European electronics manufacturing sits at a crossroads. Markets are expanding, consolidation is accelerating and the semiconductor industry is rewriting its own ranking tables. Meanwhile, EMS companies are navigating component lead times, cost pressures and a regulatory environment that has not stood still. That is the reality this year's Expo in Warsaw addresses head-on.
LG Electronics expands chiller production for AI data centers October 05, 2026 The company plans to invest a total of USD 110 million in a new air-cooled chiller production facility in the US and in expanding two air-cooled chiller production lines in South Korea.
EDGE, Safran sign MoU to advance defence cooperation in Brazil October 05, 2026 A key initiative under the agreement will be to establish solid rocket motor development and production capabilities at Brazilian EDGE Group entity SIATT’s facilities in Brazil.
SiMa.ai raises $150 million in Series C to scale Physical AI October 05, 2026 The new funding brings the total capital raised by the US startup to USD 500 million, valuing it at USD 1.45 billion. The fresh capital will accelerate the scaling of Palette Neat, an agentic software environment for Physical AI.
Air Liquide invests over €170M to support chip manufacturer in Japan October 02, 2026 Air Liquide will build, own and operate several production units to deliver large volumes of ultra-pure nitrogen, oxygen, argon and hydrogen, including significant backup storage capacity.
AI keeps memory prices climbing in Q4 as consumer demand weakens October 02, 2026 Contract prices for conventional DRAM are expected to rise by 10–15% QoQ in the fourth quarter of 2026, and NAND flash prices by 15–20%, according to TrendForce. AI servers continue to drive the market, while consumer electronics are increasingly struggling to absorb higher costs.
Reverion raises $175M to scale production of carbon-negative power plants October 02, 2026 German energy-tech company Reverion’s solid oxide technology converts gas electrochemically into electricity, without combustion, and captures the CO₂ in the fuel stream in pure form that can be reused or permanently stored.
LG Chem partners with Volkswagen to advance next-gen mobility materials October 02, 2026 The two companies will collaborate on developing next-generation plastics and composite materials, as well as on reducing vehicle weight and improving performance, using LG Chem’s ABS (high-value-added synthetic resin) and EP (engineering plastics).
Memphis signs distribution deal with Puya Semiconductor October 02, 2026 Founded in Shanghai in 2016, Puya Semiconductor supplies NOR Flash and EEPROM memories spanning a wide range of densities, voltage options, temperature grades, and package configurations for industrial, consumer, wearable, PC, mobile, automotive and IoT applications
Stellantis to suspend production in France and Italy due to EV battery shortages October 01, 2026 Stellantis will temporarily halt production at three French and two Italian plants. At two of the factories, the direct cause is a shortage of batteries for electric vehicles, Reuters reported. The stoppages will affect plants producing, among others, the Peugeot 3008, Peugeot 5008 and Citroën C5 Aircross.
Infineon opens backend site in Bangkok with room for five modules October 01, 2026 Infineon Technologies has inaugurated a new backend manufacturing site in Samut Prakan, Bangkok. The site currently has one module but is designed to grow to five, which could make it one of Infineon's largest backend sites over time.
Aspirity acquires majority stake in Onomondo, leads €100M investment October 01, 2026 The investment will drive Danish IoT infrastructure and connectivity company Onomondo’s next phase of growth by expanding its international market presence and scaling its infrastructure deployment.
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.
LG Innotek targets $647 million profit from substrates by 2031 September 30, 2026 LG Innotek aims for its package solution business, which produces semiconductor substrates, to generate USD 647 million in operating profit by 2031. That is nearly eight times the level reached in 2025, as the company pushes into substrates for AI memory and CPUs.