TrendForce forecasts a major global optical fibre shortage for 2026. Its research estimates a 180-million fibre-kilometre supply gap, with production constraints and data centre demand contributing to higher spot prices and longer procurement commitments.
Omdia reports rising component costs across global LED display manufacturing. Second-quarter shipments increased despite lower industry revenue, while manufacturers face higher chip, driver IC, PCB and power supply costs alongside changing demand for premium displays.
Saxony and Arizona have renewed cooperation across their semiconductor industries. Economic development agencies used SEMICON West to connect suppliers, manufacturers and research organisations, although no new binding investment or production agreement was announced.
Athena has opened its first European manufacturing software delivery office. Its Maia operation supports MES implementation and integration in electronics and semiconductor plants, beginning with six staff and further recruitment plans.
Endoks has begun manufacturing power converters at its Turkish facility. The Niğde operation started on 16 October, targeting battery storage and grid-connected systems; production capacity and initial output volumes remain undisclosed.
ST has reported space qualification for its quad LVDS receiver. RHFLVDS42 transfers data up to 600Mbit/s, with specified radiation resistance; individual ordering grades and screening evidence require confirmation.
Keysight expands digital-layer error testing for optical and copper interconnects. FITS-16CH doubles transmit and receive channel density to 16 each; FEC analysis and automatic lane tuning require the Advanced Option.
Teledyne introduces three Bluetooth-enabled detectors for industrial gas monitoring applications. FREEDOM GP, XP and Xi share electronics and GF Sync maintenance functions; only XP has the stated SIL2/SC3 High Demand certification, and cartridge replacement under power depends on the approved configuration.