Semiconductor obsolescence is becoming a structural problem September 02, 2026 The gap between how long electronics manufacturers need their products to last and how long component makers are willing to keep producing them is widening. For industries like aerospace, medical and defence – where a product can be in service for twenty or thirty years – the shift toward consumer-driven semiconductor lifecycles is creating a slow-moving crisis that is only now getting the attention it deserves.
Infineon and Skeleton Technologies to develop power solutions for AI data centres September 02, 2026 Infineon Technologies and Estonian energy storage company Skeleton Technologies have signed a memorandum of understanding to collaborate on solid-state transformers and sidecar power systems for AI data centre infrastructure. The partnership combines Infineon's power semiconductors with Skeleton's supercapacitor technology and power conversion expertise.
Cyclic Materials raises $75 million to scale rare earth recycling in the US September 02, 2026 Canadian rare earth recycling company Cyclic Materials has closed a USD 75 million strategic financing round, bringing total equity funding to USD 237 million. The capital will accelerate the buildout of rare earth production infrastructure across the United States.
Murata invests in new EMI filter production building in Thailand September 02, 2026 Murata Manufacturing is investing approximately JPY 6.2 billion (approximately EUR 33.3 million) in a new four-storey production building at its manufacturing subsidiary in Lamphun, Thailand. Construction begins in September 2026 and is expected to complete in November 2027.
Indian deep-tech startup Zenergize raises $4 million September 02, 2026 The funding will be deployed towards expanding manufacturing capacity, strengthening engineering, growing its nationwide service network and sales footprint, accelerating R&D and building operational capabilities to serve large enterprise and OEM customers.
SVI Slovakia obtains IATF 16949 certification September 01, 2026 SVI Slovakia has obtained IATF 16949 certification, confirming that its facility complies with the quality requirements of the automotive industry. The company says the certification strengthens its manufacturing capabilities in Europe and creates new opportunities for automotive and e-mobility projects.
GigaDevice boosts market reach in EMEA and Southeast Asia with Rutronik September 01, 2026 Chinese semiconductor manufacturer GigaDevice has signed a strategic franchise partnership with German distributor Rutronik Elektronische Bauelemente, covering EMEA and Southeast Asia, including India. The agreement gives customers broader access to GigaDevice's microcontroller, sensor and power management portfolio.
Nexperia reports 18% revenue growth in Q2 September 01, 2026 Nexperia has reported Q2 2026 revenue of USD 355.6 million, an increase of 18.4% compared to Q1. The company says profitability and cash generation also improved QoQ, with operations outside China achieving positive net income and operating cash flow.
No AI without security September 01, 2026 Why cybersecurity is the key to AI applications in medical technology?
Sweden must turn semiconductor expertise into industry September 01, 2026 Semiconductors form the backbone of our digitalised society and are business-critical for everything from AI and defence to next-generation energy systems. Yet despite Sweden being among the global leaders in academic fundamental research, we face a critical challenge: we must strengthen our own manufacturing capacity.
Lyten selected as preferred bidder for Morrow Batteries August 31, 2026 Lyten, the US company that acquired the assets of bankrupt Swedish battery maker Northvolt earlier this year, has been selected as preferred bidder for the business of Norwegian battery manufacturer Morrow Batteries. Morrow entered bankruptcy in May 2026 and a memorandum of understanding was signed on August 21.
Rolls-Royce completes $1 billion investment in Indiana August 31, 2026 The investment — the largest the company has made in the United States — modernized advanced manufacturing across the Indianapolis campus and added full engine-test capability, including new ground test facilities, and an altitude test facility in West Lafayette.
IBM completes acquisition of HRL to advance quantum ecosystem August 31, 2026 The combination brings together complementary expertise in quantum computing, sensing, materials science, and advanced technologies to accelerate future innovation
Siemens, Reinhausen develop DC power solutions for AI data centers August 28, 2026 Together, the companies are developing and will industrialize a solid-state transformer for up to 36kV grid voltage. The technology is being developed for deployment in AI data centers.
Mercury partners with Palantir to enhance factory automation August 28, 2026 Palantir is working with key US defense industrial base suppliers to increase throughput and reduce delivery timelines. Mercury will streamline material planning, reduce manual workloads and improve the ability to deliver at increased capacity.
Scanfil automates electronics testing at German plant August 27, 2026 Finnish EMS provider Scanfil has implemented a fully automated test cell at its Wutha production site in Germany. The solution combines robotics and process control to automate the testing and sorting of electronic assemblies.
Renesas sets up physical AI & robotics lab in Beijing August 27, 2026 Japanese electronics company Renesas has opened a new Physical AI & Robotics Lab in Beijing, China, aimed at supporting the development, demonstration and validation of next-generation robotic systems.
Lear to shut down production in Gründau, cutting 180 jobs August 27, 2026 US automotive supplier Lear Corporation plans to cease production at its facility in Gründau, Germany, relocating manufacturing to Slovakia, Serbia and Tunisia. Around 180 jobs will be lost, with the phase-out expected to begin immediately and complete by mid-2027. Approximately 120 engineering positions will remain at the site, according to IG Metall.
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.
ESCATEC establishes in-house BPA-free plastic manufacturing capability August 26, 2026 EMS provider ESCATEC has established an in-house capability to manufacture plastic components from BPA-free resins at its Johor Bahru facility in Malaysia. The capability targets customers in food and beverage, medical technology and other applications requiring stringent material controls.
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.
ICEYE to broaden engagement with India’s defense ecosystem August 26, 2026 The Finnish company has announced the formal establishment of ICEYE India, operating from New Delhi. ICEYE India’s immediate priority is supporting India’s defense and intelligence customers to access advanced intelligence capabilities and solutions.
LGES announces start of production at new Lansing battery plant August 26, 2026 With the opening of its Lansing facility, LG Energy Solution now operates two facilities in Michigan, located in Holland and Lansing. The South Korean company has invested more than USD 5 billion total in the state of Michigan since 2010.
Kitron opens new production facility in Norway as defence demand surges August 25, 2026 Kitron has officially opened its new production facility at Longum outside Arendal in Norway, adding approximately 7,500 square metres of manufacturing space. Together with the existing Kilsund site nearby, the two facilities employ approximately 550 people.
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.
Kitron raises full-year 2026 outlook on strong demand August 25, 2026 Norwegian EMS provider Kitron has revised its full-year 2026 revenue outlook upward to EUR 1,050–1,150 million, from a previous range of EUR 900–1,050 million. Operating profit guidance is revised to EUR 97–112 million, from EUR 84–108 million.
LG begins mass production of 5G smart telematics solution August 25, 2026 The smart telematics solution integrates the communications module and multiple antennas into a single unit. LG Electronics has already commenced deliveries to a European automaker, marking the solution’s first deployment in a production vehicle in Europe.
TVS SCS, Sankyu to advance supply chain, engineering services August 24, 2026 The collaboration will initially focus on opportunities in India, where both companies see significant potential to support manufacturing and industrial customers through a broader range of supply chain and engineering services.
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
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.
Rheinmetall establishes autonomous systems centre of excellence August 21, 2026 Advanced Land Autonomy Centre of Excellence (ALACOE UK) will serve the local market, bringing world-leading ground autonomy directly to the UK market. The network of centres will also amplify Canada’s leading role in autonomous ground autonomous systems across Europe.
BEL collaborates with Ananth on advanced electronic systems August 21, 2026 The partnership will focus on indigenous design and development, system engineering, electronics manufacturing, integration, testing and production for current and future programmes of strategic importance.