Soitec is locking photonics customers into multi-year wafer supply agreements. Deposits, fixed pricing, and shared inventory data are being used to secure capacity as AI infrastructure drives sharply higher demand for silicon-photonics substrates.
Aeonsemi has launched compact all-silicon oscillators for constrained electronics designs. ArcadiumNano extends the company’s quartz-free timing architecture into packages down to 1.2 × 1.0mm, with lower power, wider temperature options, and integrated spread-spectrum control.
AmpliTech has secured three custom MMIC wins for satellite communications. The GaAs components were competitively selected for an undisclosed phased-array platform after design and qualification work against system-level RF requirements.
Synopsys reported stronger quarterly growth led by Design Automation sales. Third-quarter revenue reached $2.477 billion as EDA, Ansys engineering software, and design IP supported higher full-year expectations.
Beijing has launched an atomic-scale manufacturing programme for advanced semiconductors. The 2026–28 plan covers etch, deposition, implantation, process software, precision equipment, metrology, pilot facilities, and industrial demonstration.
EPC has started volume production of four integrated GaN stages. The 100V devices combine high-side and low-side transistors, gate drivers, level shifting, and protection for compact motor-drive and power-conversion designs.
Beijing has launched a three-year AI4Chip semiconductor industry development programme. The plan applies artificial intelligence across IC design, wafer fabrication, packaging, test, equipment, materials, and supporting engineering infrastructure.