All entries in the Semiconductors sector, newest first. tag:eurotrack.ai,2026:en:en/sectors/semiconductors 2026-10-27T06:00:00Z Eurotrack tag:eurotrack.ai,2026:1f04a749:en 2026-10-27T06:00:00Z

Infineon plans to invest about €1.1bn in Villach by 2034 to build high-volume production of gallium nitride power semiconductors on 300 mm wafers, with output due to start at the end of 2027. Austria supports the project with €319m of state aid (see policy entry f8ce6c0f); the company gives no figure for new jobs (Dolomitenstadt, 27 October 2026; second source: electrive, 28 October 2026). — Sources: https://www.dolomitenstadt.at/2026/10/27/infineon-investiert-11-mrd-euro-in-villach/ · https://electrive.com/2026/10/28/infineon-to-invest-e1-1-billion-in-villach

tag:eurotrack.ai,2026:69796840:en 2026-10-09T06:00:00Z

The Norwegian fingerprint-sensor maker says it can no longer assume it will continue as a going concern after its financing fell through and the sale of its legacy business did not materialise. The board is preparing a bankruptcy petition that it intends to file with the competent district court on 12 October 2026. Annual operating costs had previously been cut from about NOK 73m to about NOK 41m, and the company says it will keep assessing alternatives until the filing. The release gives no figure for affected staff (NEXT Biometrics, Oslo Børs filing, 9 Oct 2026). Update (13 Oct 2026): On 12 Oct 2026 the board resolved that the parent and its subsidiary NEXT Biometrics AS file for bankruptcy; the petitions go to Oslo District Court and a trustee will be appointed, as no new financing materialised (NEXT Biometrics, Oslo Børs filing, 12 Oct 2026). — Sources: https://newsweb.oslobors.no/message/683850 · https://www.biometricupdate.com/202610/next-biometrics-to-file-for-bankruptcy · https://newsweb.oslobors.no/message/683958

tag:eurotrack.ai,2026:9afbe7b6:en 2026-09-24T06:00:00Z

On 24 September 2026 Schneider Electric announced a cash offer of €70 per share for Bulgarian smart home and IoT maker Shelly Group; the deal values Shelly at around €1.2bn excluding debt, a 27% premium to the unaffected reference price. The founders back the deal; completion depends on, among other things, a minimum acceptance level and regulatory approvals. This firms up the preliminary talks reported on 29 July 2026 (entry 53f7bc81) (heise online, 24 Sep 2026; Handelsblatt, 24 Sep 2026). Update (28.09.2026): Schneider's subsidiary SE 2026 A SAS has registered the €70-per-share offer with Bulgaria's Financial Supervision Commission (FSC); the minimum acceptance threshold is 95%, and the acceptance period will only start once the FSC has approved and the offer has been published (Shelly Group ad hoc release, 28.09.2026). Update (05.10.2026): Shelly Group's board of directors considers the €70-per-share offer adequate in its reasoned statement, relying on a fairness opinion from Freitag & Co.; in the investment agreement Schneider committed, among other things, to preserving management, locations, employment levels and core brands for a set period (Shelly Group, ad hoc announcement, 05.10.2026). Update (23 October 2026): the Bulgarian Financial Supervision Commission (FSC) completed its preliminary review of the offer on 22 October 2026 and asked for additions to the offer document, for which the bidder has 20 business days; the price is not affected. The acceptance period will begin only once the amended document is approved (Shelly Group, EQS release, 23 October 2026). — Sources: https://www.heise.de/en/news/Smart-Home-Schneider-Electric-takes-over-Shelly-Group-11464299.html · https://www.finanznachrichten.de/nachrichten-2026-10/69759497-eqs-adhoc-shelly-group-se-verwaltungsrat-mit-positiver-stellungnahme-zum-registrierten-freiwilligen-oeffentlichen-erwerbsangebot-der-schneider-electr-022.htm · https://live.deutsche-boerse.com/news/EQS-News-Bulgarian-Financial-Supervision-Commission-completes-preliminary-review-of-the-voluntary-public-takeover-offer-for-Shelly-Group-SE-0f8f4c93-26a0-40e3-aecd-5b382c5d4181

tag:eurotrack.ai,2026:88bfd659:en 2026-09-18T06:00:00Z

Singapore-based chipmaker Silicon Box is building its first European plant in Novara (Piedmont) for chiplet integration, advanced packaging and semiconductor testing for AI and HPC applications; total investment €3.2bn, including €1.3bn in Italian state support, and around 1,600 direct jobs. At a meeting with regional president Alberto Cirio and mayor Alessandro Canelli in Novara on 18 Sept 2026, industry minister Adolfo Urso announced that Invitalia's decision allocating the funding would come by the end of the month ("Entro la fine del mese, questo percorso si concretizzerà con la delibera di Invitalia per l'assegnazione del finanziamento"). The development agreement (Accordo di sviluppo) had already been signed at the ministry in March 2026; construction is due to start in spring 2027 (Corriere di Novara, 18 Sept 2026; Newsnovara, 19 Sept 2026). Update (01.10.2026): Invitalia's board approved the project ("Progetto Vulcan") together with €1.3bn in public support under the European Chips Act framework; the project documents are to be submitted by the end of 2026, after which a single authorisation (autorizzazione unica) is required, with construction scheduled to start in spring 2027 (Piedmont Region). — Sources: https://corrieredinovara.it/economia/silicon-box-il-ministro-urso-a-novara-entro-fine-mese-la-delibera-di-invitalia-per-lassegnazione-del-finanziamento/ · https://www.regione.piemonte.it/web/pinforma/notizie/microchip-via-libera-invitalia-al-finanziamento-per-progetto-silicon-box-novara

tag:eurotrack.ai,2026:57cc3f7e:en 2026-08-10T06:00:00Z

Swedish polymer and components group Nolato is acquiring Irish electronics company M&M Qualtech, with estimated annual revenue of around SEK 385m and about 200 employees, to strengthen its position in medtech, industrial and defence markets. No purchase price was disclosed. The source gives the start of consolidation only as "from September", without naming a year. — Source: https://www.privataaffarer.se/placeringar/aktier/nolato-koper-irlandskt-bolag/

tag:eurotrack.ai,2026:461fd329:en 2026-07-31T06:00:00Z

Reported stage (Financial Times, 31 July 2026, picked up by Reuters): Dutch chipmaker NXP is in talks to acquire Californian image-processing chip designer Ambarella, whose semiconductors are used in security cameras and automated-driving systems. Neither NXP nor Ambarella has confirmed the talks, and a deal is explicitly not certain — other bidders could emerge or the discussions could fall through. Ambarella has a market value of around $3.3bn; its shares rose about 19% on the report while NXP's fell more than 3%. The automotive business is expected to account for roughly half of NXP's $15.1bn revenue this year. — Source: https://wtaq.com/2026/07/31/nxp-in-talks-to-buy-chip-developer-ambarella-ft-reports/

tag:eurotrack.ai,2026:c0b4c4c9:en 2026-07-30T06:00:00Z

Follow-up to the mandatory offer of 29 June 2026: on 30 July 2026 Kontron announced the result of the closed acceptance period. A total of 12,289,840 shares were tendered, an acceptance rate of around 19.5%. After completion of the transaction ENNOCONN will not hold a majority of the voting rights in Kontron — the management and supervisory boards had expressly recommended against accepting the offer. At the same time a foreign direct investment (FDI) review was opened at the German Federal Ministry for Economic Affairs and Energy under the Foreign Trade and Payments Act, examining whether the acquisition affects Germany's security or public order. According to the company the duration of that procedure cannot be reliably estimated; since shareholders retain withdrawal rights until all regulatory approvals are in place, the final stake may still change. Update (10 August 2026): Kontron reported that all offer conditions have been met — Germany's foreign investment (FDI) clearance has been granted, considerably earlier than Kontron had previously thought possible. According to ENNOCONN the offer will settle on 20 August 2026; there has been no material shift in the shares tendered. Before settlement ENNOCONN holds 48.36% of Kontron shares per its shareholding notification and will not hold a majority of the voting rights after completion either. No further increase in the stake is planned; Kontron remains independent and intends to deepen its cooperation with Foxconn/ENNOCONN to realise EUR 40m in synergies over the medium term. Update (24 August 2026): The mandatory offer settled on 20 August 2026; according to finanztrends.de 12,238,502 Kontron shares were transferred to ENNOCONN. ENNOCONN thus holds about 48.36% and no voting majority; the process is complete and no further stake increase has been announced. — Source: https://www.onvista.de/news/2026/07-30-eqs-news-kontron-ag-annahmefrist-fuer-das-pflichtangebot-ist-beendet-einleitung-eines-fdi-ueberpruefungsverfahrens-keine-mehrheit-fuer-ennoconn-0-37-26537892

tag:eurotrack.ai,2026:53f7bc81:en 2026-07-29T06:00:00Z

Reported stage (first Bloomberg, picked up by BTA and SeeNews, 29 July 2026): France's Schneider Electric is in preliminary talks over a tender offer for Bulgarian smart home and IoT manufacturer Shelly Group, which is listed in Sofia and Frankfurt. A valuation of around €1.3bn, or about €70 per share, is cited. There is no binding offer; whether one materialises, on what terms and on what timetable is open. Update (24 Sep 2026): Schneider Electric has announced a cash offer of €70 per share (valuation around €1.2bn); the volume is carried in follow-up entry 9afbe7b6. — Source: https://seenews.com/news/schneider-electric-in-prelim-tender-offer-talks-with-bulgarias-shelly-group-1298852

tag:eurotrack.ai,2026:21d44030:en 2026-07-28T06:00:00Z

US supplier Micross Components, a Behrman Capital portfolio company, signed a definitive agreement on 28 July 2026 to acquire Berlin-based AEMtec GmbH from private equity firm capiton. AEMtec builds complex micro- and optoelectronic modules and provides advanced packaging and test services for high-reliability applications, with sites in Berlin, Dresden and Boston. For Micross it is the first scaled foothold in continental Europe alongside existing plants in the United Kingdom and Denmark. No purchase price was disclosed; closing is expected in the second half of 2026, subject to customary regulatory approvals. — Source: https://www.prnewswire.com/news-releases/micross-to-acquire-aemtec-significantly-expanding-european-footprint-in-advanced-packaging-and-optoelectronics-302836712.html

tag:eurotrack.ai,2026:e32b7e34:en 2026-07-14T06:00:00Z

On 14 July 2026 the European Commission approved €659m in German state aid for four first-of-a-kind semiconductor facilities under the EU Chips Act: €353m for silicon carbide production in Baesweiler (NRW), €214m for power MOSFETs in Itzehoe, €74m for optical metrology equipment in Weilburg and €18m for two specialised facilities in Munich. Beneficiaries are reported to be Element 3-5, Vishay, KLA and KETEK. — Source: https://digital-strategy.ec.europa.eu/en/news/commission-approves-eu659-million-german-state-aid-four-new-semiconductor-facilities

tag:eurotrack.ai,2026:84467195:en 2026-07-13T06:00:00Z

Intel is investing €5 bn in the modernisation and capacity expansion of the Leixlip campus (including for Xeon 6 processors); several hundred permanent positions plus thousands of construction jobs. The programme runs until the end of 2027. — Source: https://www.rte.ie/news/business/2026/0713/1583104-new-intel-leixlip-jobs/

tag:eurotrack.ai,2026:4dce2a03:en 2026-07-13T06:00:00Z

The European Chips Joint Undertaking and Pasqal are launching the €50 mn Q-PLANET pilot line to industrialise neutral-atom quantum chips (lasers, atom chips, vapour cells). 28 organisations from 11 EU states are building a pan-European manufacturing base; open design standards are intended to enable a European quantum hardware ecosystem. — Source: https://thequantuminsider.com/2026/07/13/launch-of-q-planet-european-pilot-line-to-industrialize-neutral-atom-quantum-chips/

tag:eurotrack.ai,2026:d27c9544:en 2026-07-02T06:00:00Z

Infineon has opened the 'Smart Power Fab' in Dresden — at €5 bn the largest single investment in the company's history, supported with around €1 bn from EU Chips Act funds. The fab doubles Dresden's capacity for power semiconductors and creates 1,000 jobs. — Source: https://www.france24.com/en/live-news/20260702-germany-s-infineon-opens-major-chip-plant-as-eu-seeks-tech-autonomy

tag:eurotrack.ai,2026:65aa8fd8:en 2026-06-29T06:00:00Z

Taiwanese industrial computer maker ENNOCONN published a mandatory offer of EUR 23.50 per share to shareholders of Linz-based IoT and embedded computing group Kontron on 29 June 2026, after crossing the 30% voting rights threshold. On 8 July 2026 Kontron's management and supervisory boards issued a joint reasoned statement recommending shareholders reject the offer: the price is not financially adequate, contains no premium and falls well short of analyst price targets (averaging EUR 30.29). The acceptance period ended on 27 July 2026; completion is subject to merger control clearances in Germany and the US and foreign investment clearances in Germany, France, Austria and Taiwan. Added retrospectively: the transaction had not previously been tracked. — Source: https://www.kontron.com/de/medien/nachrichten/kontron-ag-vorstand-und-aufsichtsrat-empfehlen-aktionaren-das-pflichtangebot-der-ennoconn-corporation-nicht-anzunehmen?eqs=962683716

tag:eurotrack.ai,2026:e31c64a8:en 2026-05-20T06:00:00Z

The silicon-carbide site is cutting about 12% of its roughly 1,700 jobs because of weaker chip demand; 170 jobs had already been cut in April 2025. According to Eurofound the planned expansion depends on state investment aid that has not yet been confirmed (Eurofound ERM, 20 May 2026). — Source: https://apps.eurofound.europa.eu/restructuring-events/detail/300429

tag:eurotrack.ai,2026:93d7442a:en 2026-01-28T06:00:00Z

ASML is recording strong growth driven by AI chip demand. Q4 2025: order intake significantly exceeded expectations (€13.2 bn vs. expectation €6.32 bn vs. previous quarter €5.4 bn). 2026 revenue forecast raised to €34–39 bn (analyst expectation: €35 bn; 2025: €32.7 bn). Background: cloud computing giants (Microsoft, Amazon, Alphabet) and semiconductor manufacturers (TSMC, Samsung) are massively increasing investments in capacity for AI chips due to supply bottlenecks for memory and AI accelerator chips. CEO Christophe Fouquet: 'Customers share a significantly more positive market assessment for the medium term, especially due to more robust AI demand assumptions.' Long-term forecast to 2030 unchanged: €44–60 bn revenue, gross margin 56–60%. Despite growth optimism: in parallel, a cut of 1,700 positions (3.8%) announced. — Source: https://de.marketscreener.com/boerse-nachrichten/asml-uebertrifft-im-vierten-quartal-die-buchungserwartungen-da-chiphersteller-mehr-bestellen-um-die-ce7e5bd9d88bf620

tag:eurotrack.ai,2026:50441c4f:en 2026-01-28T06:00:00Z

ASML has announced the cutting of 1,700 jobs (3.8% of its total workforce) – the largest job cut in absolute numbers in the company's history. The cuts will take place primarily in the Netherlands and the USA, predominantly at management level. Reason: after a prolonged expansion phase in the 2010s and 2020s, the structure is being optimised. Paradoxically, at the same time ASML reported surprisingly strong Q4 bookings (€13.2 bn vs. an expected €6.32 bn) and raised its 2026 outlook (€34-39 bn in revenue instead of the analyst expectation of €35 bn) on the back of robust AI-chip demand (EUV for logic and DRAM). Long-term forecast to 2030: €44-60 bn in revenue, gross margin 56-60%. — Source: https://de.marketscreener.com/boerse-nachrichten/asml-uebertrifft-im-vierten-quartal-die-buchungserwartungen-da-chiphersteller-mehr-bestellen-um-die-ce7e5bd9d88bf620

tag:eurotrack.ai,2026:655a9ca7:en 2025-11-15T06:00:00Z

Intel is building two chip factories in Magdeburg with a planned 3,000 direct jobs. Production start planned for 2027/2028. Part of the European semiconductor initiative for greater technological sovereignty. Update (25 July 2025): Intel officially cancelled the Magdeburg fab project, which was to create around 3,000 jobs with an investment of roughly 30 billion euros. The company cited weak demand and internal restructuring; the project had already been put on hold before. — Sources: https://www.intel.com/content/www/us/en/newsroom/news/intel-announces-magdeburg-fab.html · https://www.it-daily.net/en/shortnews-en/intel-officially-cancels-construction-of-chip-factory-in-magdeburg-germany

tag:eurotrack.ai,2026:4c2b2090:en 2025-08-17T06:00:00Z

Advent is submitting a cash offer for the Swiss IoT and chip specialist u-blox; the offer values the company at around CHF 1.05 bn. Update (06.05.2026): Advent completed the takeover of u-blox in November 2025; after a court cancelled the untendered shares, the stock was delisted from SIX with effect from 18.05.2026 (AWP via TradingView, 06.05.2026: https://de.tradingview.com/news/awp:11319347cb237:0/). — Source: https://www.reuters.com/markets/europe/private-equity-group-advent-acquire-u-blox-13-billion-2025-08-17/