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A US vendor books optical capacity into 2029, DDR5 and DDR4 spot prices move in opposite directions, and CPU hikes of up to 20% hit server stacks.
Littelfuse issues PCN ZAC26-0074 taking final eZ80 orders through 2026-12-21, with deliveries winding down through 2027, closing the Z80 family chapter.
Navitas closes its Claros deal, folding integrated voltage regulators into a GaN and SiC portfolio targeting 800 V AI data centre power from grid to processor.
Applied Materials and Intel are co-locating R&D at the new Silicon Valley EPIC Center and Intel's Oregon campus to speed next-gen transistors, interconnects and Foveros 3D packaging for AI compute.
Microchip has acquired VORAGO Technologies, folding radiation-hardened MCUs/MPUs and the HARDSIL silicon process into its aerospace, defense and space portfolio.
Wolfspeed received a conditional 30-year, $1.5B loan commitment from the U.S. Department of War to expand domestic SiC and GaN production. We unpack the deal terms and what buyers should watch.
GlobalFoundries will manufacture silicon interposers for TSMC's CoWoS line at its Malta, NY fab, with H1 2028 ramp and a five-year initial term.
A GitHub project shows the MediaTek MT7996 inside the Gemtek W1700K WiFi 7 router streaming raw I/Q over Ethernet for use as a software-defined radio receiver on the 2.4, 5, and 6 GHz bands.
ERS electronic has delivered a fully automated 310x310mm PLP system that runs bonding, debonding and detaping in a single platform at 13 panels per hour, removing inter-tool transfers between three thermally critical steps.
GlobalFoundries re-enters the advanced-node conversation with FDX Fusion, a 7 nm-class FD-SOI platform. Engineers get a low-power option, buyers get a second source angle.
Oregon State picked Solidigm D5-P5336 for shipboard and ranger-station AI. What 122TB at sea, 55GB/s U.2 reads, and 250TB ingest cycles mean for buyers.
PV Magazine reports that over 70% of U.S. solar manufacturing expansion announcements covering 2027 spending remain unfunded, with 2027 capex forecast to fall below 2026's ~$3 billion figure.
