PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks are clashing with marketing hype cycles.

Continue reading

Cerebras outpaces Nvidia in video showdown at SuperAI Singapore, making its case against GPU dominance

Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company’s Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia’s latest B200 platform. The size difference was stark.

Continue reading

Advanced semiconductor demand fuels Liying’s fluorine recycling expansion

As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company’s core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite (calcium fluoride), helping semiconductor customers meet carbon reduction and ESG goals in advanced manufacturing.

Continue reading

Infineon and VinRobotics sign partnership to advance humanoid robot development

Infineon Technologies and Vietnam’s VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia’s growing role in automation across industry, services, and the home.

Continue reading

TXC eyes 30% optical module share by 2027

AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability. Quartz component maker TXC sees AI and automotive as its main growth engines in 2026, and expects AI to account for 16% of full-year revenue this year. TXC currently holds a 20–30% share of the optical module market and aims to break above 30% in 2027.

Continue reading