Didero lands $30M to put manufacturing procurement on ‘agentic’ autopilot

Didero functions as an agentic AI layer that sits on top of a company’s existing ERP, acting as a coordinator that reads incoming communications and automatically executes the necessary updates and tasks.

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Cadence embeds AI ‘super agent’ to assist engineers when designing EDA tools — company aims for ‘over a trillion transistors’ by 2030, with AI helping to debug and verify complex projects

“We’re easily going to get over a trillion transistors… in the package, by the end of the decade,” Cadence Senior Vice President Paul Cunningham claims.
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Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China’s top chipmaker points to supply chain pressures squeezing out consumers

Rising DRAM and NAND prices driven by AI megatrend and amplified by memory overbooking are hitting sales of inexpensive consumer electronics and smartphones, which affects orders of entry-level processors to foundries, acc…

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U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML’s Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.
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Apptronik Scores $935 Million, Hits Top 3 For Humanoid Robotics Funding

Apptronik is going to ramp product of Apollo, its humanoid robot, with an extra half-billion of funding, totally $935 million in Series A investment.

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Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers — forecasts suggest that 2026 revenue will skyrocket thanks to data center demand

While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
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TSMC’s board approves $45 billion spending package on new fabs — record sign off signals aggressive expansion to grow capacity

TSMC’s board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.
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Taiwan rejects possibility of transferring 40% of the island’s semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.
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Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025

After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.
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TSMC is on track to have more employees than Intel for the first time in history — TSMC’s explosive growth stands in contrast to Intel’s rapid contraction

After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.

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