Semiconductor obsolescence is becoming a structural problem
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.
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Inission secures order from Nofence for Swedish market
Inission has secured a new order from Norwegian Nofence, a developer of virtual fencing solutions for agriculture, with deliveries scheduled over the coming year. The order covers the production of Nofence’s electronic solutions for the Swedish market.
AMD Instinct AI infrastructure goes live in Saudi Arabia through HUMAIN joint venture
AMD, Cisco and Saudi AI company HUMAIN have announced that AMD Instinct MI355X GPU-based infrastructure is now live in Saudi Arabia and serving customers. The three companies also plan to deploy up to 250 MW of additional AI infrastructure from 2027, as part of a joint venture targeting up to 1 GW of total capacity by 2030.
Infineon and Skeleton Technologies to develop power solutions for AI data centres
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
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.
LGES secures multi-year supply of US-produced lithium carbonate
Under the contract, Smackover Lithium, a partnership between Standard Lithium Ltd. and Equinor, an international energy company, will supply LG Energy Solution with 8,000 metric tonnes of lithium carbonate annually over a 10-year period.
Kitron to build new factory in Denmark
Kitron plans to build a new 8,850 square-metre factory for its Danish operations in Horsens, replacing its current site in the same city. Construction is expected to begin in January 2027, with the facility ready for operation in early 2028.
SVI Slovakia obtains IATF 16949 certification
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
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.
Diodes Incorporated acquires ElevATE Semiconductor for $250 million
Diodes Incorporated has completed the acquisition of ElevATE Semiconductor, a San Diego-based fabless semiconductor company specialising in integrated circuits for the automated test equipment market. The all-cash transaction is valued at USD 250 million.
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