Semiconductor News & Analysis Feed
295 articles
2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from
2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has proposed revised semiconductor legislation intended to strengthen Europe’s chip industry, reduce strategic dependencies and support both advanced and mainstream semiconductor production in the EU.
The new Chips Act 2.0 proposal builds on the original European Chips Act, which the Commission says has helped mobilise more than €52 billion in public and private investment
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
defence-industry.eu
2026-06-10
Defence Industry Europe
Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity
By Martin Chomsky (Defence Industry Europe)
INDUSTRY SPOTLIGHT
|
June 9, 2026
Photo: Northrop Grumman.
Northrop Grumman has developed a new Gallium Nitride chip designed to improve performance for military and commercial radio frequency applications. The company said the chip sets a new sta
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
ASML Becomes Europe’s Most Valuable Stock As Valuation And Growth Expectations Soar
Simply Wall St
Tue, June 9, 2026 at 6:21 AM AST 3 min read
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ASML Holding (NasdaqGS:ASML) has become the most valuable European stock ever, setting a
2026-06-09
english.cw.com.tw
2026-06-09
天下雜誌
english.cw.com.tw
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2026-06-09
www.eenewseurope.com
2026-06-09
eeNews Europe
Japanese power semiconductor supplier ROHM Semiconductor is expanding its gallium nitride (GaN) manufacturing capabilities through a new production partnership with German equipment maker AIXTRON. The move will see ROHM bring GaN epitaxy in-house at its Hamamatsu plant in Japan using AIXTRON’s G10-GaN deposition platform.
2026-06-09
nebius.com
2026-06-09
Nebius
London, June 9, 2026 — Nebius, the AI cloud company, today announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA’s physical AI development tools and Nebius’s AI cloud infrastructure.
Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on th
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
www.eenewseurope.com
2026-06-09
eeNews Europe
Microchip has introduced 3.3 kV HV-D3 mSiC power modules aimed at solid-state transformer designs for AI data centres and other high-voltage power systems. The modules integrate 3.3 kV SiC MOSFETs and Schottky diodes in a standard 62 mm package.
The news is relevant for eeNews Europe readers because power delivery is becoming a limiting factor in AI infrastructure. It also points to how SiC devic
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
www.techinsights.com
2026-06-09
TechInsights
Chips Act 2.0 - Can €120 Billion Buy Europe a Seat at the AI Chip Table?
2 Min Read June 08, 2026
Europe’s Chips Act 2.0 aims to boost AI independence with €120B in funding, a flagship AI foundry, and new safeguards against foreign providers.
The European Commission unveiled Chips Act 2.0 on June 3, 2026, shifting from the original act's ineffective supply-side subsidies to a dema
2026-06-09
news.google.com
2026-06-09
EE Times
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
www.indexbox.io
2026-06-08
IndexBox
Europe's semiconductor strategy is undergoing a quiet but significant reversal. After years of focusing on manufacturing capacity and supply-chain resilience, a new industry blueprint argues that Europe started in the wrong place. The next phase of policy must focus less on fabs and more on the conditions that create them: chip design, startup scale, local demand, and faster execution.
2026-06-08
eetimes.com
2026-06-08
Spain is emerging as a more influential player in Europe’s next chip debate—through design startups, photonics, quantum technologies, and a growing talent base.
2026-06-08
news.google.com
2026-06-08
EE Times
2026-06-08
www.innovationnewsnetwork.com
2026-06-08
Innovation News Network
Tampere’s role as key contributor to Europe’s semiconductor ambitions highlighted by EU Tech Chief
Technology
8th June 2026
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Image via Virkunnen's LinkedIn
European Commission Executive Vice-President for Tech Sovereignty, Security and Democracy, Henna Virkkunen, recognised the region’s contributions and future potential in semiconductor development in a recent meeting with representatives.
2026-06-08
www.inkworldmagazine.com
2026-06-08
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2026-06-08
www.eenewseurope.com
2026-06-08
eeNews Europe
Global semiconductor equipment billings hit a record US$36.55 billion in the first quarter of 2026, up 14% year-over-year, according to the latest figures from industry association SEMI. The market also posted modest sequential growth of 1% compared to the previous quarter, signaling continued momentum across the chip manufacturing sector.