Aehr has secured another major AI processor burn-in production order. The $22m deal covers automated FOX-XP systems configured to process nine 300mm wafers simultaneously before advanced packaging.
Sony and TSMC formalise their Kumamoto image-sensor manufacturing joint venture. The binding agreement commits about ¥747 billion between the companies, with volume production of next-generation sensors targeted for 2029.
Movellus is bringing on-die power optimisation to Samsung advanced nodes. The Aeonic platform adds telemetry and nanosecond-scale control loops for AI and HPC SoCs through Samsung Foundry’s SAFE ecosystem.
Koh Young will double inspection equipment capacity at Yeoju complex. A second 12,800-square-metre production centre is due in August 2027 as AI-server and advanced-semiconductor demand increases.
Mycronic has secured another SLX order from a new customer. The $4m–$6m Asian order broadens the platform’s installed base, with delivery of the semiconductor photomask writer planned for Q1 2027.
Sivers and SemiNex target InP light sources for data centres. The $3.4 million programme covers co-packaged optics, DFB laser arrays, and optical amplifiers, with sampling targeted for the second half of 2027.
NVIDIA is building financing platforms for large AI infrastructure projects. Six financial groups have signed memorandums intended to mobilise more than $500 billion of third-party capital over time.
NetSense uses existing 5G networks to detect and track drones. The Lockheed Martin-led system combines RF sensing, AI processing, and commercial cellular infrastructure, with pilots planned from late 2026.
Navitas has sued Renesas over four US gallium nitride patents. The Texas action adds a patent dispute to the companies’ separate trade-secret litigation over GaN technology.