Schaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates
Interview: Corning’s GlassBridge points to longer-term packaging shifts, not an immediate FAU replacement
Corning has unveiled an early-stage fiber-to-chip connector concept that could reshape optical packaging if it matures, though the company says the technology is still far from commercial use. GlassBridge is aimed at passive alignment in advanced systems, underscoring the convergence of AI infrastructure, photonics, and packaging.
Memory prices rebound as supply tightens, with global buyers facing higher costs
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple’s possible sourcing shifts may influence pricing across the wider semiconductor industry.
AI and robots force an auto industry reckoning: gradual gains, or all-out disruption
AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines, yet most manufacturers still favor task-specific tools, digital twins, and collaborative machines that promise steadier gains in efficiency, safety, and precision across global supply chains.
UMC posts record first-half revenue and plans selective price hikes in second half
FCC rule change drives Sporton to a three-year revenue high
Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.