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.
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InCore unveils SoC generator: from idea to FPGA validation in minutes
June 17, 2025
At the heart of this innovation is Indian fabless semiconductor startup InCore’s SoC Generator, a powerful automation platform built to radically simplify and accelerate SoC development.
Taiwan adds China’s Huawei and SMIC to export control list
June 16, 2025
The two Chinese companies, who are already on a US trade blacklist, have been put on Taiwan’s “Strategic High-Tech Commodities Entity List” together with many of their international subsidiaries.
TSMC, University of Tokyo open joint lab to boost chip research
June 16, 2025
Together, TSMC and UTokyo aim to promote cutting-edge research and development in semiconductor technologies, generate innovative solutions, and cultivate semiconductor talent.
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.
NXP reportedly to close four 8-inch fabs in shift toward 12-inch production
June 11, 2025
NXP Semiconductors is reportedly planning to shut down four of its 8-inch (200mm) wafer fabrication plants – one in the Netherlands and three in the United States — as part of a strategic transition to 12-inch (300mm) wafer production.
Top 10 foundries face tariffs and subsidies, 1Q revenue declines
June 11, 2025
The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
EdgeCortix secures $21M to develop energy-efficient AI chiplet
June 02, 2025
This funding will drive the development of NovaEdge — a next-generation, energy-efficient edge AI chiplet designed for high-performance generative AI inference and on-device learning.
TSMC to launch European chip design centre in Munich
May 27, 2025
Taiwanese semiconductor giant TSMC is preparing to strengthen its European presence with the opening of a new design centre in Munich, Germany.
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.
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.
Certus Semiconductor joins TSMC IP alliance program
April 25, 2025
Certus, a US-based provider of custom I/O and ESD solutions, delivers production-proven IP that ensures seamless integration with TSMC process nodes, ranging from 180nm to 12nm.
Report: Intel set to cut 20% of its workforce
April 23, 2025
Over 20,000 employees are poised to lose their jobs. The move was described by sources to Bloomberg as an attempt by new CEO Lip-Bu Tan to streamline management and rebuild an engineering-driven culture.
Cadence advances Cloud AI with DDR5 12.8Gbps MRDIMM Gen2 IP
April 22, 2025
The Cadence DDR5 MRDIMM IP boasts a new high-performance, scalable and adaptable architecture based on Cadence’s proven and highly successful DDR5 and GDDR6 product lines.
No foolproof method to keep AI chips away from China, TSMC warns
April 22, 2025
The challenge for the Taiwanese tech giant is that the semiconductors TSMC customizes for many fabless firms and chip designers often end up being used in gadgets made by third parties, which is perfectly legitimate.
Intel CEO Lip-Bu Tan restructures leadership team, names new AI chief
April 21, 2025
Sachin Katti, the new chief technology officer and AI head, will succeed CTO Greg Lavender, who is retiring from Intel, the Reuters report said.
AI, embargoes, and the end of the chip cycle
April 16, 2025
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
Nvidia Blackwell chip production starts in Arizona — Nvidia opens first US factories
April 15, 2025
Nvidia has started US-based production of its next-generation Blackwell AI chips, marking a significant shift in the company’s global manufacturing strategy. Together with its manufacturing partners, Nvidia will produce its AI supercomputers on American soil for the first time.
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.
3 Intel board members to retire as company focuses on turnaround
March 28, 2025
The members retiring are Omar Ishrak, former CEO of Medtronic; Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, and Risa Lavizzo-Mourey, a former professor at the University of Pennsylvania.
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.
Gradiant secures 2nd semiconductor water treatment project in Dresden
March 14, 2025
The Boston-headquartered water and wastewater treatment company Gradiant also announced the full integration of H+E into the Gradiant brand.
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.
Foundry market hits $38.5B as top 10 dominate with 96% share
March 11, 2025
The global foundry industry reached a new revenue record of USD 38.48 billion in Q4 2024, driven by strong demand for advanced process nodes in AI servers, flagship smartphone application processors, and new PC platforms, reports TrendForce. The top 10 foundries achieved nearly 10% QoQ revenue growth, despite weakening demand for mature process technologies.
US to hold over 20% of advanced chip capacity by 2030
March 06, 2025
The US is projected to hold 22% of global advanced semiconductor manufacturing capacity by 2030, driven by TSMC’s expanded investment in US production, according to TrendForce. TSMC has increased its total investment in its US operations to USD 165 billion, with three newly planned fabs set to begin mass production after 2030.
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.
TSMC details its $100 billion Arizona investment
March 04, 2025
Building on its ongoing USD 65 billion investment in semiconductor manufacturing in Phoenix, Arizona, TSMC plans to invest an additional USD 100 billion, bringing its total US investment to USD 165 billion.
TSMC to invest $100B in Arizona semiconductor operations
March 03, 2025
TSMC is planning to invest at least USD 100 billion in its Arizona semiconductor manufacturing operations, marking the largest foreign direct investment in U.S. history, US President Donald Trump announced alongside TSMC CEO C.C. Wei.
Taiwan semiconductor market to reach $66 billion by 2031
February 28, 2025
It is anticipated that the industry will maintain strong growth to meet rising demand for semiconductor materials in emerging technologies like AI, autonomous driving, the Internet of Things, and 5G.
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.
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