Semiconductors

Chip design, fabrication, advanced packaging, and the semiconductor supply chain.
Quantum
Semiconductors

QTREX produces cryogenic chip carrier using single-build AME process

The Nasdaq-listed Israeli quantum hardware firm has made a cryogenic chip carrier for a major US full-stack quantum computing customer using its additive
The Nasdaq-listed Israeli quantum hardware firm has made a cryogenic chip carrier for a major US full-stack quantum computing customer using its additive
Cloud Infrastructure
Semiconductors
Datatech

Sio Silica and Arctic Gateway sign MOU for Churchill silica exports

Sio Silica and Arctic Gateway Group will jointly plan up to $124m in port infrastructure to ship high-purity quartz to Europe via Churchill.
Sio Silica and Arctic Gateway Group will jointly plan up to $124m in port infrastructure to ship high-purity quartz to Europe via Churchill.
Semiconductors
Data Centres
AI & ML

Tower Semiconductor and Marvell hit five million coherent PIC shipments

Tower Semiconductor and Marvell have shipped more than five million coherent photonic ICs, targeting rising bandwidth demands in AI-driven data centre networks.
Tower Semiconductor and Marvell have shipped more than five million coherent photonic ICs, targeting rising bandwidth demands in AI-driven data centre networks.
Semiconductors
AI & ML
Enterprise Software

Applied Materials unveils SENZ integrated optics for smart glasses

Applied Materials' SENZ platform bundles waveguide, light engine and sensing into one system for AI-powered smart glasses, with GlobalFoundries, Qualcomm and
Applied Materials' SENZ platform bundles waveguide, light engine and sensing into one system for AI-powered smart glasses, with GlobalFoundries, Qualcomm and
Semiconductors
Quantum
Data Centres

Riber accelerates ROSIE oxide-epitaxy platform toward commercial scale

French MBE equipment maker Riber reported process milestones for its ROSIE silicon-photonics platform and a second US quantum-computing delivery at its AGM.
French MBE equipment maker Riber reported process milestones for its ROSIE silicon-photonics platform and a second US quantum-computing delivery at its AGM.
AI & ML
Enterprise Software
Semiconductors

THEON agrees €300m deal to acquire infrared specialist HGH

THEON International has entered exclusivity with Carlyle to buy HGH Systèmes Infrarouges for approximately €300 million, targeting Q4 2026 close.
THEON International has entered exclusivity with Carlyle to buy HGH Systèmes Infrarouges for approximately €300 million, targeting Q4 2026 close.
AI & ML
Enterprise Software
Semiconductors

Articul8 AI closes $500m Series B with industrial software deal

Articul8 AI has completed its Series B at a $500m pre-money valuation via a strategic investment and commercial partnership with an unnamed industrial software
Articul8 AI has completed its Series B at a $500m pre-money valuation via a strategic investment and commercial partnership with an unnamed industrial software
Cloud Infrastructure
AI & ML
Semiconductors

Axe Compute signs $25.9m in Blackwell GPU contracts

The Pittsburgh neocloud said two long-term enterprise deals cover Blackwell and Grace Blackwell deployments for AI inference and simulation workloads.
The Pittsburgh neocloud said two long-term enterprise deals cover Blackwell and Grace Blackwell deployments for AI inference and simulation workloads.
Semiconductors
AI & ML

Nokia expands Pennsylvania photonic chip facility tenfold for AI

Nokia is scaling its Allentown ATP site up to ten times current capacity, backed by $30m in investment including federal CHIPS Act tax credits.
Nokia is scaling its Allentown ATP site up to ten times current capacity, backed by $30m in investment including federal CHIPS Act tax credits.
Semiconductors
AI & ML

One Stop Systems wins $8.4m defence contract for AI edge servers

OSS will deliver 91 rugged 3U short-depth servers for low-band signal surveillance, with the platform carrying a potential four-year value of $44m.
OSS will deliver 91 rugged 3U short-depth servers for low-band signal surveillance, with the platform carrying a potential four-year value of $44m.
Semiconductors
AI & ML

Applied Materials unveils ALD and etch systems for 3D chip scaling

Applied Materials has launched two chipmaking systems targeting precision deposition and metal removal in high-aspect-ratio 3D logic and memory structures.
Applied Materials has launched two chipmaking systems targeting precision deposition and metal removal in high-aspect-ratio 3D logic and memory structures.
Semiconductors
Data Centres
Cloud Infrastructure

IQE and Tower Semiconductor sign multi-year InP epiwafer deal

The agreement covers InP epiwafer supply for Tower's silicon photonics platforms and resolves all outstanding IP litigation between the two companies.
The agreement covers InP epiwafer supply for Tower's silicon photonics platforms and resolves all outstanding IP litigation between the two companies.
Semiconductors
Enterprise Software
Datatech

Kratos to scale Spartan turbojet output to 3,000 engines in 2027

Kratos Defense is expanding Spartan engine production to meet rising demand from missile and loitering munition programmes, targeting 3,000 units next year.
Kratos Defense is expanding Spartan engine production to meet rising demand from missile and loitering munition programmes, targeting 3,000 units next year.
Semiconductors

NXP Semiconductors declares $1.014 quarterly dividend

NXP's board has approved a Q2 2026 interim dividend of $1.014 per share, payable on 9 July to shareholders of record on 24
NXP's board has approved a Q2 2026 interim dividend of $1.014 per share, payable on 9 July to shareholders of record on 24
Semiconductors
Enterprise Software
Datatech

PMGC Holdings signs LOI to acquire 76% stake in Arizona machining firm

PMGC Holdings has signed a non-binding letter of intent to buy a controlling stake in an Arizona precision machining firm serving aerospace, defence, and
PMGC Holdings has signed a non-binding letter of intent to buy a controlling stake in an Arizona precision machining firm serving aerospace, defence, and
Semiconductors
Data Centres
AI & ML

Skyworks brings software-defined power portfolio to PCIM Europe 2026

Skyworks Solutions will demonstrate isolation, gate driver and SiC technologies for AI data centres and EV platforms at PCIM Europe in Nuremberg.
Skyworks Solutions will demonstrate isolation, gate driver and SiC technologies for AI data centres and EV platforms at PCIM Europe in Nuremberg.
Semiconductors
Gaming

ASUS and ROG unveil Edition 20 lineup and new displays at Computex 2026

ASUS and Republic of Gamers used Computex 2026 to launch anniversary hardware, high-refresh OLED monitors, and new esports partnerships.
ASUS and Republic of Gamers used Computex 2026 to launch anniversary hardware, high-refresh OLED monitors, and new esports partnerships.
Semiconductors
Enterprise Software
AI & ML

ASUS unveils ExpertBook B5 Flip G2 and P5 G2 range at Computex

ASUS has announced three new business laptops at Computex 2026, offering Intel and AMD AI-capable processors with NIST-compliant firmware security.
ASUS has announced three new business laptops at Computex 2026, offering Intel and AMD AI-capable processors with NIST-compliant firmware security.
Semiconductors
AI & ML
Enterprise Software

Bosch North America posts $18.8bn in 2025 sales, bets on AI and SiC

Bosch reported 4% North American sales growth in 2025, backed by AI-enabled mobility products and a $1.9bn silicon carbide semiconductor plant in California.
Bosch reported 4% North American sales growth in 2025, backed by AI-enabled mobility products and a $1.9bn silicon carbide semiconductor plant in California.
Data Centres
Enterprise Software
Semiconductors

CBAK Energy pitches LFP cylindrical cells to European storage market

The NASDAQ-listed Chinese battery maker showcased certified LFP and sodium-ion cells at Battery Show Europe 2026 in Stuttgart, targeting residential and AI data
The NASDAQ-listed Chinese battery maker showcased certified LFP and sodium-ion cells at Battery Show Europe 2026 in Stuttgart, targeting residential and AI data
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