Amkor expands Arizona chip operations to $7B October 07, 2025 Amkor Technology has broken ground on its new advanced semiconductor packaging and test campus in Arizona, expanding its planned investment to USD 7 billion.
Smartphone production rises 4% QoQ in 2Q25 September 16, 2025 TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments.
Trump warns ‘fairly substantial’ semiconductor tariffs are coming September 05, 2025 Trump had said last month that he would impose a 100% tariff on semiconductor imports, but would exempt products from companies that shift their manufacturing to the US.
GF expands partnership with Apple August 14, 2025 GlobalFoundries has entered into an agreement with Apple for a deeper collaboration aiming to advance semiconductor technologies and strengthen US manufacturing.
Applied Materials to build $200M components plant in Arizona August 14, 2025 Applied Materials says it will invest more than USD 200 million to build an advanced manufacturing facility in Chandler, Arizona, dedicated to producing components for semiconductor equipment.
SIA: Hope tariff exemptions, trade deals ensure US chip leadership August 08, 2025 President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Apple commits $100B to US manufacturing and expansion August 07, 2025 Apple has announced a new USD 100 billion investment as part of a broader initiative to expand its operations and manufacturing footprint in the United States. The move raises the company’s total planned U.S. investment to USD 600 billion over the next four years.
Trump proposes 100% tariff on imported chips – with exemptions August 07, 2025 President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
Nvidia CEO Huang meets Trump ahead of China visit July 11, 2025 Though the agenda of the meeting was not immediately clear, Nvidia has been impacted by the export controls implemented by the Trump administration on its cutting-edge AI chips.
Arago raises $26M to slash AI energy consumption with new photonic chip July 09, 2025 The heart of Arago's processor, codenamed “JEF,” is a proprietary photonic technology: instead of transistors, it uses lasers to process data with photons. The chip is designed to deliver 10× lower energy consumption than today’s leading GPUs at equivalent performance and cost.
Warp raises $10M to enhance AI-powered freight network with robotics July 04, 2025 The new capital will fund the rapid expansion of Warp’s AI systems and the launch of its first fully robotic cross-dock, a flagship facility that automates the entire freight lifecycle from inbound receiving and dimensioning to smart sortation and outbound dispatch.
Report: Is Intel’s CEO exploring major shift in chip manufacturing business? July 03, 2025 According to this new plan, outside customers would be offered a newer generation of technology, which is expected to be more competitive against Taiwan’s TSMC in Intel’s attempt to woo customers like Apple or Nvidia, the Reuters report said.
Claus Aasholm on the ripples and tsunamis in the chip supply chain June 23, 2025 “This tide does not lift all boats” – Aasholm warns of structural industry shifts driven by AI, geopolitics and China’s quiet semiconductor conquest.
Report: Apple considers using AI to design its chips June 20, 2025 Johny Srouji, Apple’s senior vice president of hardware technologies, said one of the key lessons the tech giant learned was that it needed to use the most cutting-edge tools available to design its chips.
TI to invest $60 billion is US manufacturing expansion June 18, 2025 Texas Instruments plans to invest more than USD 60 billion in US-based semiconductor manufacturing, marking what the company describes as the largest investment in foundational chip production in US history. The investment spans seven fabs across three major sites in Texas and Utah and is expected to support more than 60,000 new jobs.
Trump's first onshoring win isn’t the iPhone – it's the AI server June 12, 2025 As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
GF looks to reshore chipmaking in $16B US investment June 04, 2025 Working with the Trump administration and supported by tech companies seeking to onshore critical supply chain components, GlobalFoundries plans to invest USD 16 billion to expand its manufacturing and advanced packaging capabilities in New York and Vermont.
Report: Nvidia to launch cheaper Blackwell AI chip for China May 26, 2025 The GPU, which will feature Nvidia’s new generation Blackwell-architecture AI processors, may be priced between USD 6,500 and USD 8,000, significantly below the USD 10,000-USD 12,000 the H20 sold for, Reuters reports.
Trump: iPhones must be made in the U.S. — or face 25% tariff May 23, 2025 President of the United States Donald Trump has once again publicly addressed Apple.
Report: Apple partners with Anthropic to build AI coding platform May 19, 2025 The system is a new version of Apple’s programming software Xcode, which will integrate Anthropic’s Claude Sonnet model, according to a report by Bloomberg.
Report: Apple is developing specialized chips for smart glasses May 13, 2025 The effort is being spearheaded by Apple’s silicon design team. Other chips are also being developed to enable future Macs and AI servers to power the Apple Intelligence platform, Bloomberg reports.
TSMC breaks ground on third Arizona fab May 05, 2025 TSMC has broken ground on its third fabrication facility in Phoenix, Arizona, marking a major expansion of the company's US-based manufacturing.
IBM to invest $150 billion in the US over 5 years April 29, 2025 This includes an investment of over USD 30 billion in R&D and manufacturing of mainframe and quantum computers. IBM said it will continue to design, build and assemble quantum computers in the US.
Europe’s patent landscape: stable, but no breakthrough April 25, 2025 In 2023, the European Patent Office (EPO) received a record number of patent applications from companies, research institutions, and individual inventors alike — a total of 199,275. So, did 2024 break that record? Not quite. Still, the data shows that innovation activity in Europe remains at a consistently high level.
Semiconductor industry grows 21% in 2024; Nvidia takes lead April 10, 2025 The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
Fabs on hold, jobs on the line – welcome to 2025 March 18, 2025 The first quarter of 2025 has been marked by turbulence in the electronics and semiconductor industry, with waves of layoffs, stalled investments, and shifting trade policies reshaping the landscape. The year began with cautious optimism, but that optimism has quickly faded.
Smartphone production grew 9.2% in Q4 2024 March 12, 2025 Global smartphone production in Q4 2024 reached 334.5 million units, marking a 9.2% increase compared to the previous quarter, driven by Apple's peak production season and consumer subsidies from local Chinese governments, according to TrendForce. While Apple expanded production with the launch of new models, Samsung faced production declines due to intensified competition in emerging markets.
Trump slams CHIPS act in congress – credits tariffs for investments March 05, 2025 In an address to Congress on Tuesday, US President Donald Trump called the CHIPS Act a “horrible, horrible thing” and credited his administration's economic policies for a surge in domestic investment.
Apple to invest over $500B in US manufacturing, AI, and silicon engineering February 25, 2025 Apple is making its biggest US investment ever – committing over USD 500 billion over the next four years to expand domestic manufacturing, AI, and silicon engineering. The tech giant will build a new manufacturing facility in Texas, double its US Advanced Manufacturing Fund to USD 10 billion, and ramp up R&D across multiple states.
Is Arm expanding its Bengaluru operations? February 24, 2025 In India, Arm’s team of computer engineers work on architecture development, CPU and system design and verification, software enablement, compute solutions, and physical implementation.
LG Innotek launches automotive AP module February 21, 2025 The small size of the automotive application processor (AP) module reduces the surface area of the main board, allowing cars to be designed more flexibly, the South Korean company said.
Top 10 largest semiconductor suppliers in 2024 February 06, 2025 It has become a tradition that on the occasion of each Evertiq Expo we publish a Top List dedicated to a different branch of the electronics industry. On February 6, the second edition of our expo was held in Sophia Antipolis, which is recognized as the capital of France's Silicon Valley. So this time we publish the Top 10 global semiconductor suppliers - we based the list on the latest data published by Gartner.