Electronics Manufacturing

Beverly, Mass. – October 29, 2026 -- Axcelis Technologies (Nasdaq: ACLS) has appointed Jeroen Delsman, a finance executive with more than 26 years of experience, as Executive Vice President and Chief Financial Officer effective November 12, 2026, as the ion implantation supplier prepares for its pending merger with Veeco.

Interim CFO Ryzhik takes over merger integration and investor relations

David Ryzhik, who has served as Interim CFO during the transition, becomes Senior Vice President, Corporate Development and Investor Relations. He will report directly to President and CEO Russell Low.

Ryzhik will lead integration planning and execution for the Veeco merger, along with corporate development, investor relations and other strategic initiatives. Low cited Ryzhik's knowledge of Axcelis' business and his experience supporting the Veeco transaction as the basis for the assignment.

Rockville – October 29, 2026 -- Ceva (NASDAQ: CEVA) has unveiled a next-generation NeuPro NPU portfolio that delivers up to 2X higher AI throughput per mm2 and 50% better energy efficiency than the first generation, and extends the company's neural processing IP into cloud and data center silicon for the first time.

Four NPUs share one architecture and one SDK

The portfolio comprises NeuPro Nano, Prime, Max and Ultra, all built on a common core architecture and a single unified software development kit. Chip designers can move between cores as requirements change, or combine several within one SoC and assign each workload to the best-suited engine. Ceva says this preserves software investment across product generations.

Schaffhausen – October 29, 2026 -- Garmin Ltd. (NYSE: GRMN) posted record third-quarter operating income of $612 million, up 34% year on year, and raised its full-year 2026 guidance after revenue rose 12% to a record $1.99 billion.

Margins expand 420 basis points as tariff refunds add $33 million

Consolidated gross margin reached 63.3%, up 420 basis points, with higher margins in every segment. Garmin attributed the gain to favorable segment mix, lower product costs and about $33 million in refunds of previously paid tariffs. Operating margin was 30.8%. Pro forma EPS rose 39% to $2.76, while GAAP EPS was $2.80.

Operating expenses grew 10% to $646 million. R&D rose 9% on personnel costs, and SG&A rose 10% on personnel and advertising. The effective tax rate fell to 18.1% from 21.2%, which Garmin linked to higher expected U.S. deductions under tax legislation enacted in 2025 that took effect in 2026.

Galway – October 29, 2026 -- TE Connectivity (NYSE: TEL) closed fiscal 2026 with record net sales of $19.9 billion, up 15% on a reported basis and 12% organically, as customer demand for data and power connectivity lifted both of its segments.

Adjusted EPS rose 24% to $11.52 for the year ended September 25, 2026. GAAP EPS climbed 80% to $11.07. Adjusted operating margin was 22%, against 20% on a GAAP basis.

Fourth-quarter orders jump 29% to $6.1 billion

Fourth-quarter net sales hit a record $5.3 billion, up 12% reported and 13% organic, with the Industrial and Transportation segments both growing strongly. Orders reached $6.1 billion, up 29% year over year and 6% sequentially.

GAAP diluted EPS from continuing operations was $3.10, up 39%, while adjusted EPS of $3.14 rose 21%. GAAP operating margin was 21% and adjusted operating margin was 22%.

HSINCHU – October 29, 2026 -- oToBrite Electronics will present an IP69K-rated 3D stereo vision camera module with sub-microsecond (1 μs) synchronization of 3MP global shutter sensors at ROBOTWORLD 2026 in South Korea, targeting humanoid robots, quadruped robots and unmanned vehicles.

indie ISP drives left-right exposure sync in the stereo module

The module was co-developed with indie and incorporates indie's iND880 image signal processor. It synchronizes exposures between the left and right cameras and keeps image quality consistent for depth perception in dynamic outdoor environments. Built-in image quality tuning and the oToVision SDK complete the package.

Two baseline options are available. The 60 mm version is designed for humanoid robots and robotic arms. The 120 mm version delivers depth perception at distances of up to 20 meters for outdoor autonomous robots and unmanned vehicles.

ATSUGI – October 29, 2026 -- Sony Semiconductor Solutions Corporation announced the LYTIA 720, an approximately 50-effective-megapixel CMOS image sensor for mobile devices that cuts random noise in dark environments by about 50% compared with a conventional product.

LYTIA 720 targets smartphone main cameras in a 1/1.56-type format

The sensor is designed for the main camera of mobile devices. It inherits technologies developed for Sony's LYTIA high-end series. Sony chose the 1/1.56-type size because it is widely adopted in the smartphone market, and says the aim is to bring high-quality imaging to more users.

Seoul – October 29, 2026 -- SK hynix posted third-quarter revenue of 104.6155 trillion won and operating profit of 83.3338 trillion won, an operating margin of 80%. Quarterly revenue has now topped 100 trillion won for the first time in the company's history. Net profit reached 39.7756 trillion won, a 38% net margin.

Revenue rose 32% and operating profit 38% from the second quarter, when the company reported revenue of 79.3187 trillion won and operating profit of 60.5426 trillion won. SK hynix attributed the gain to higher prices for key products amid rising demand for AI memory.

HBM4 shipments begin in earnest as server DDR5 sales climb

In DRAM, results were driven by a significant increase in server DDR5 sales, and HBM4 shipments started in earnest. In NAND, sales of 321-layer TLC eSSD expanded, and data-center products continued to grow across the board.

Norwalk, Conn. – October 27, 2026 -- Xerox introduced three color printer and multifunction printer lines, the Xerox C240/C245, C255a and C300/C303a/C305ae. They are the first hardware launched under the unified Xerox brand since the company's integration with Lexmark.

Xerox now describes itself as a single technology company spanning print, IT infrastructure and intelligent digital services. The new brand identity, including a refreshed logo, accompanies the launch. The three lines are the first products to bring the combined Xerox-Lexmark portfolio to market.

Finland – October 26, 2026 -- SemiQon, a 2023 spinout from Finland's VTT research institute, has shipped its first 4-qubit silicon spin-qubit chips to research collaborators after completing several fab runs. CEO and co-founder Himadri Majumdar says buyers should judge quantum processors on fidelity at scale and other system-level metrics, not on small-device fidelity alone.

Majumdar says 98% fidelity can be offset by qubit volume

Majumdar argues that some players over-optimize fidelity on small qubit counts. In his view, a sufficiently large number of physical qubits makes six nines of fidelity unnecessary. He puts the industry's physical-to-logical qubit ratio at about 100 to 1, down from 1,000 to 1, while some players promise 12 to 1.

Malta, New York – October 26, 2026 -- The U.S. Department of Defense has partnered with GLOBALFOUNDRIES to secure a supply of semiconductors manufactured at Fab 8 in Malta, New York, a facility the chipmaker has reportedly backed with more than $13 billion in investment.

GLOBALFOUNDRIES holds ITAR and EAR compliance at its most advanced fab

In May 2020, GLOBALFOUNDRIES announced export control security measures bringing it into compliance with both the International Traffic in Arms Regulations (ITAR) and the Export Administration Regulations (EAR). The source describes it as the most advanced ITAR foundry in the United States. The certification allows the company to manufacture chips for sensitive military and aerospace applications.