Evertiq Expo Warsaw: Top 10 chip companies took two-thirds of a record market October 22, 2026 The ten largest semiconductor suppliers grew their revenue by more than 30% in 2025, almost three times as fast as the rest of the industry. According to Omdia data presented at Evertiq Expo Warsaw on October 22, they now account for nearly 68% of a market worth USD 831 billion.
Apple brings more iPhone component production to the US October 21, 2026 Qnity Electronics will produce films for the variable aperture camera in the iPhone 18 Pro in the US. The deal is part of an expansion of Apple’s American Manufacturing Program, under which nearly 100 components in Apple’s newest iPhones now come from American companies.
Applied Materials opens $5 billion EPIC Center in Silicon Valley October 13, 2026 Applied Materials has unveiled its EPIC Center in Sunnyvale, California, where chipmakers, equipment suppliers and universities will develop new semiconductor processes alongside the company’s own engineers. TSMC, Intel, Samsung, SK hynix and Micron are among the founding partners.
Broadcom and TOPPAN JV opens FC-BGA substrate plant in Singapore September 30, 2026 Advanced Substrate Technologies (AST), a joint venture between TOPPAN and Broadcom, has opened Singapore's first facility for high-end FC-BGA substrates. The plant comes online as substrate capacity remains a bottleneck for AI and networking chips.
Semiconductor supply chain on the edge? September 24, 2026 The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semiconductor industry and its supply chain.
Taiwan breaks ground on advanced packaging industrial park September 23, 2026 TSMC, the world’s largest contract chipmaker, will build two buildings at the Baipu Industrial Park, including a technology validation laboratory and a talent training centre.
Netlist, Samsung settle patent disputes, sign new memory deal August 06, 2026 Under the agreements, Samsung will receive access to US firm Netlist’s complete patent portfolio, including its server DIMM and High Bandwidth Memory technologies. Samsung will supply Netlist DRAM and NAND products, and the parties agree to settle and mutually release all pending legal actions.
Samsung, Broadcom expand collaboration across memory, foundry tech July 28, 2026 On the memory front, Samsung and Broadcom plan to pursue a strategic collaboration for the supply of industry-leading memory solutions, including HBM, supporting Broadcom’s next-generation AI accelerators.
Apple to spend $30 billion on US-made chips from Broadcom July 09, 2026 The new agreement will lead to the production of more than 15 billion US-made chips and enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a USD 1.5 billion capital expenditure investment.
UCLA Samueli launches $125 million semiconductor hub June 08, 2026 The mission of the semiconductor hub is to foster sustained collaboration between leading faculty and industry partners Broadcom, Applied Materials, GlobalFoundries, Meta and Synopsys to drive advances in connectivity, computing and intelligent systems.
Apple to begin Mac mini production in Houston, expand AI server manufacturing February 25, 2026 Apple will start producing its Mac mini in the US for the first time, with manufacturing slated to start later this year at a new facility in Houston.
Global semiconductor revenue grew 21% in 2025, Nvida leads the market January 13, 2026 Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Global semiconductor market tops $200 billion in Q3 2025 December 04, 2025 The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.
OpenAI and Broadcom team up to develop 10 GW of AI accelerators October 14, 2025 OpenAI and Broadcom have announced a strategic, multi-year collaboration to develop and deploy 10 gigawatts of custom AI accelerators.
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.
Broadcom ships Ethernet switch Tomahawk Ultra for HPC and AI scale-up July 24, 2025 With ultra-low latency switching and adaptable optimized Ethernet headers, Tomahawk Ultra provides predictable, high-efficiency performance for large-scale simulations, scientific computing and synchronized AI model training and inference.
Report: Broadcom scraps $1 billion chip investment in Spain July 15, 2025 The investment had been announced by Broadcom in 2023. Sources told Europa Press that talks with Spain’s government had broken down but the report did not give any reason for the collapse in negotiations.
One in a Million. People used to be our greatest strength July 07, 2025 In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.
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.
Intel, TSMC agree to form chipmaking joint venture April 04, 2025 TSMC had recently pitched Nvidia, AMD and Broadcom to take stakes in a JV that would operate Intel’s factories after the US administration requested the Taiwanese chipmaker to help turn around the struggling US company.
Top 10 IC design houses See 49% YoY growth in 2024 March 18, 2025 TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
Intel appoints former board member Lip-Bu Tan as CEO March 13, 2025 Tan, a chip industry veteran, replaces interim co-CEOs David Zinsner and MJ Holthaus, who took temporary charge in December when Patrick Gelsinger was ousted as Intel CEO.
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.
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.
AI chips to drive semiconductor industry in 2025: VanEck February 03, 2025 Exchange-traded fund provider VanEck believes 2025 is set to be another “transformative year” for the semiconductor industry.
Five companies control 50% of the automotive semiconductor market January 22, 2025 The automotive industry’s impact on the global economy cannot be ignored. And currently, the automotive industry is going through a dramatic transformation – driven by electrification, autonomous driving and new mobility models.
Arm names Eric Hayes as EVP of operations January 17, 2025 Arm Holdings has appointed Eric Hayes as executive vice president of Operations with immediate effect. He will lead the coordination of end-to-end execution of operational activities across multiple products and solutions and report to Arm CEO Rene Haas.
Rapidus targeting 2nm chip production for Broadcom January 13, 2025 Fresh reports say Japanese foundry Rapidus will begin trial production of 2nm chips in April 2025, and has Broadcom lined up as its first major customer.
Hanmi Semiconductor breaks ground on seventh plant January 08, 2025 On January 6, 2025, Hanmi Semiconductor broke ground on its seventh plant, which will focus on High Bandwidth Memory (HBM) TC Bonder.
Global semiconductor market to grow by 15% in 2025 December 12, 2024 Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
Semiconductor growth slows down in 2025 November 26, 2024 The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.