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On_NeoVolta

South Korean firm SK On will serve as the primary cell supplier for NeoVolta Power’s LFP pouch-cell-based BESS products. The companies did not disclose the value of the deal, but market estimates put it at about USD 1.09 billion.

Integrating EPG’s synchrophasor technology and Wide Area Monitoring Systems directly into Siemens’ power automation portfolio empowers utilities and grid operators to master growing grid complexity, streamline operations and improve grid stability and resilience.

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geralt-computer-chip

CXMT, the world’s fourth-largest DRAM maker, is seeking removal from the Pentagon’s Section 1260H list of Chinese companies with military ties to Beijing. It was first added to the list in January 2025, and kept on the list after a review in June.

Materials_Founders

The funding is expected to advance the San Francisco-based company’s aim to make new materials discovery to keep pace with AI’s demand for compute.

Indiana

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.

Gigafacotry

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.

Gongju_plant

The facility makes ultra-high-purity chemicals that go into the semiconductor supply chain. Indichem is a Korean step-down subsidiary of Acutaas Chemicals Limited, an Indian manufacturer of specialty chemicals and pharmaceutical intermediates.

New-Fabrication-Facility-at-Yokkaichi-Plant

Kioxia and Sandisk have announced anticipated investments in Japan totalling over USD 31 billion – approximately 5 trillion yen – contingent on government support. The investments, running through 2032, will support continued expansion of the companies' joint venture manufacturing operations at the Yokkaichi and Kitakami plants.

Adlatus

The goal is to equip Adlatus systems with additional sensor and AI capabilities going forward and to gradually connect them to the Neuraverse.

Rather than simply adding electricity demand to the grid, the proposed approach would develop new generation and flexible energy resources alongside Microsoft’s expanding data center footprint, helping support grid reliability while enabling future AI growth.

The combination brings together complementary expertise in quantum computing, sensing, materials science, and advanced technologies to accelerate future innovation

The joint venture intends to deploy and operate Pasqal’s neutral-atom systems in the Kingdom of Saudi Arabia and bring Pasqal to market for customers across the country and the wider region.

B300_GPU

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.

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.

li-battery_2

The move is aimed at bolstering energy security through a local battery supply chain. The proposed incentives cover anode and cathode active materials, electrolytes, separator film and copper foil, Bloomberg reports.

Photonics_team

The new capital will accelerate the development of a new generation of image sensors, expanding the Scotland-based startup’s product roadmap. Singular also announced that Dipesh Patel, the former CTO of Arm, has joined the company’s board of directors.

Indiana_groundbreaking

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.

Systems_LinkedIn

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.

Marand

Rolls-Royce selected Marand to build three additional gas turbine acoustic enclosures and corresponding ship interface systems for the Type 26 programme. Marand will manufacture and assemble the enclosures at its Melbourne facility.

Anlaggning-Jonkoping

Saab is developing a new production facility of just over 80,000 square metres in Hedenstorp outside Jönköping, Sweden, with move-in planned for 2029–2030. Property developer Vectura has signed a lease agreement with Saab and will develop the facility for long-term ownership, according to a press release from Vectura.

MLCC

South Korean MLCC manufacturer SEMCO has raised prices for OEM and ODM customers for Q4 2026, marking a departure from its previous practice of limiting price adjustments to distributors. The move signals that the MLCC industry has officially entered an upcycle, according to TrendForce.

Cobot-cell-germany

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.

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.

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.

groundbreaking-New-Oregon-Lab

Lam Research has broken ground on a new 120,000 square-foot laboratory at its Tualatin campus in Oregon, in the United States. The facility, expected to open in 2028, is the first milestone in a planned USD 3 billion expansion of Lam's global lab network over the next five years.

electricity_network_luctheo

In addition to the storage facilities, the scope of the packages involves grid interconnections, including pooling substations and underground cables. The three projects will collectively contribute to 6 gigawatt-hour of storage capacity.

axonite_chip

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.

South Korean conglomerate Doosan has signed a share purchase agreement to acquire a 70.6% stake in SK Siltron from SK Group for KRW 2.3 trillion, equivalent to approximately USD 1.7 billion. The deal was approved by Doosan's board on July 31.

Oberkochen-building

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.

Yeoju-production-complex

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.

Penang_factory

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.

Interview-sebastian-blom-2025

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.

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