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GlobalFoundries Marks Dresden Expansion, Unveils Physical AI Platform

10/16/2026 | GlobalFoundries
GlobalFoundries celebrated the topping-out of its SPRINT expansion project in Dresden and announced FDX Fusion, a next-generation platform for highly integrated, energy-efficient chips planned for development and manufacturing at the site.

Infineon, Wolfspeed Sign 200mm SiC Wafer Supply Agreement

10/15/2026 | Infineon
Infineon Technologies AG and Wolfspeed, Inc. have signed a new multi-year supply agreement for 200-millimeter silicon carbide (SiC) wafers, transitioning Infineon's existing Wolfspeed supply relationship from 150-millimeter to 200-millimeter substrate technology.

Infineon Showcases AI-Era Technologies at electronica 2026

10/14/2026 | Infineon
With artificial intelligence evolving from virtual chatbots into real-world machines and devices, it will shape our lives more than ever.

GlobalFoundries Unveils FD-SOI Platform for Physical AI

10/13/2026 | GlobalFoundries
GlobalFoundries (GF) unveiled plans for its new FDX Fusion™ FD-SOI platform, purpose-built for the evolving requirements of Physical AI.

HBM Supply Constraints Persist, 2027 Prices Seen Rising 121% YoY

09/29/2026 | TrendForce
TrendForce’s latest research reveals that continued expansion in AI server demand is keeping HBM and conventional DRAM in competition for limited advanced-process and wafer capacity.
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