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Supply Chain
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ECIA: 5 year high for electronic components market sentiment
But July may falter slightly.
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Another big SATCOM deal as Rocket Lab buys Iridium
The $8 billion deal continues a big year of expansion in satellite communications.
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New UCIe routing approach in package substrates
UCIe provides wide channels with high signal counts, and a new transmission line structure could help keep layer counts reasonable as bump count scales up in IC substrates.
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SEMI: AI boosts 300 mm memory fab equipment investment past $50 billion
It is the first time it has hit this dollar mark.
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EPC announces EPC2378 25 V, 410 µO eGaN in mass production for high-density DC-DC conversion
The transistor enables high-density power system designers to achieve higher efficiency, faster switching and greater power density in demanding DC-DC conversion applications.
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Littelfuse launches ultra-low power omnipolar TMR switch sensor
The switch sensor enables high-sensitivity magnetic field sensing with 1.5 µA current draw for always-on, battery-powered designs.
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Export controls slowed China's chip ambitions. They didn't stop them
From advanced chip design to domestic equipment mandates, China's semiconductor ecosystem is building momentum — even without ASML.
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STMicroelectronics introduces secure mobile chip quantum cryptography chip
It is called a world’s first.
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Nokia expands test and packaging operations in Pennsylvania
The site will increase productivity by up to 10 times its current level.
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New 650 V ICeGaN device for automotive applications from CGD helps increase EV range
The device enables engineers to realize smaller, lighter inverters that help extend electric vehicle (EV) range.
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Gallery: IMS 2026 in Boston
GlobalSpec caught up with customers and exhibitors at the show to see just how they have been making waves this year.
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Chip revenues to reach $2 trillion by 2027
It will take AI just one year to double semiconductor values.
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GPUs get the glory. Storage is what's slowing AI down
IDC says enterprise storage is back to double-digit growth. Solidigm says GPUs are only as fast as the data feeding them. Both are pointing at the same problem.
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Coherent, SandboxAQ get CHIPS funding
The investments will bolster InP semiconductor production and AI-driven materials discovery platforms.
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Renesas expands cloud-based software system with Pictorus deal
The company will be integrated into Renesas 365 cloud native platform.
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Innovation on display: Epson presents its most ambitious display lineup yet at InfoComm
Epson's first direct view LED displays, interactive and portable laser projectors and other innovations will be on exhibit.
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CGD joins forces with NXP Semiconductors to accelerate time to market
The collaboration will deliver complete power conversion solutions to meet the needs of automotive, industrial and data center applications.
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SpaceX IPO could trigger a space supply chain gold rush
From beamforming ICs to cryogenic gases, TrendForce maps the semiconductor and aerospace components poised to benefit from Starlink's next phase.
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Taiyo Yuden’s 220 µF MLCC now in production
The device can be used in smoothing and decoupling application in automotive systems.
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PCIM 2026: TI unveils battery monitor chip for EVs, energy storage
The chip supports 26 cells per device, allowing fewer chips per battery pack and lower system costs.
