Category: Markets
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Global semiconductor equipment billings reached another record during second-quarter 2026. Spending rose 23% year-on-year and 11% sequentially as manufacturers continued investing in advanced semiconductor capacity.
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Ambarella and Capgemini will develop enterprise edge AI deployments together. Their programme combines semiconductor platforms, systems engineering, validation, and integration for machines that must process sensor data close to the point of operation.
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Avalon and Zollner are forming an Indian electronics manufacturing venture. The operation will combine PCBA, box-build, integration, testing, sourcing, and lifecycle services for industrial and high-reliability equipment.
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Wacker’s Tennessee polysilicon plant faces renewed uncertainty after customer losses. US trade measures are now colliding with the economics of domestic semiconductor-grade production.
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Everspin and Teledyne HiRel are expanding mission-critical MRAM availability together. Their partnership brings 256Mb PERSYST STT-MRAM into an aerospace and defence memory portfolio, with customer availability planned for the fourth quarter.
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Peer Software is accelerating Würth Elektronik’s global CAD collaboration workflows. PeerGFS synchronises engineering data across three continents, providing local file access while controlling conflicting edits and supporting recovery after infrastructure failures.
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China-based panel makers are extending their automotive display shipment lead. Omdia forecasts their global share reaching 65.2% in the second half of 2026 as mature LCD capacity consolidates elsewhere.
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Silicon Motion has advanced its Cyber Resilience Act readiness programme. The controller supplier has aligned security processes with EU reporting duties taking effect on 11 September, while stopping short of claiming full compliance.
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Microchip and Marelli have demonstrated open automotive display connectivity together. The implementation streams centrally generated graphics and video over ASA Motion Link, extending standards-based SerDes into software-defined vehicle display architectures.
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Sivers will invest $30 million expanding Glasgow photonics manufacturing capacity. The programme targets annual production above 100 million CW DFB lasers as optical-interconnect customers move towards higher volumes.