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March 25, 2026
The South Korean tech giant is ramping up investment 22% in 2026 to retake the lead in AI semiconductors from SK Hynix, which has become the main provider of high-bandwidth memory to Nvidia.

Houston-production

March 20, 2026
With advanced semiconductor manufacturing still heavily concentrated in Taiwan, geopolitical tensions are forcing companies like Apple to reassess their supply chain strategies. The question is no longer if diversification is needed, but how quickly it can be achieved.

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office

March 12, 2026
Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.

building_logo

March 10, 2026
By licensing TSMC GaN technology, Rohm will strengthen its supply capability to meet growing demand for GaN in applications such as AI servers and electric vehicles.

PCB-South_Korea_2

March 05, 2026
The ongoing war between the United States, Israel and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns within the global chip industry. The warning was issued by a South Korean ruling party lawmaker after discussions with semiconductor companies and industry groups, according to a report by Reuters.

Houston-production

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.

February 25, 2026
The world’s largest semiconductor foundry, TSMC, has approved a capital injection of USD 44.96 billion to expand production capacity. The decision was made during a board meeting on 10 February 2026 in Hsinchu, Taiwan.

EUV-system

February 24, 2026
ASML has developed an upgraded extreme ultraviolet (EUV) light source for its lithography machines, which the company says could increase chip production by up to 50% by the end of the decade, Reuters reports.

agentic-AI-chip-design

February 19, 2026
US-based ChipAgents has raised USD 50 million in an oversubscribed Series A1 funding round, bringing its total capital raised to USD 74 million.

server-CPUs

February 06, 2026
Chinese customers of Intel and AMD are facing extended delivery times for server CPUs, as supply constraints intensify amid surging global demand, according to people familiar with the matter cited by Reuters.

February 02, 2026
Vanguard International Semiconductor Corporation (VIS) has signed a technology licensing agreement with TSMC covering both low-voltage (80V) and high-voltage (650V) gallium nitride (GaN) process technologies.

dresden-render

January 28, 2026
European Semiconductor Manufacturing Company (ESMC) has celebrated the topping-out of its new office buildings at its Dresden semiconductor fab, the company said in a LinkedIn update. The ceremony marked the placement of the final structural beam in the central building.

Island_Taiwan_Phoenix

January 16, 2026
As the semiconductor industry becomes increasingly integrated with advanced technology applications, this MOU upgrades previous project-based collaboration by incorporating incubation and acceleration resources from partners such as Tesoro Venture Capital.

November 12, 2025
GlobalFoundries has entered into a technology licensing agreement with TSMC for 650V and 80V Gallium Nitride (GaN) technology. The move aims to accelerate GF’s next generation of GaN products for datacenter, industrial and automotive power applications and provide US-based GaN capacity for a global customer base.

Arizona-render

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.

Muse-semiconductor-acqusition

October 02, 2025
GS Microelectronics US, Inc. (GSME), a supplier of IC design and manufacturing solutions, has acquired Muse Semiconductor, a provider of multi-project wafer (MPW) services, enabling chip designs built on TSMC technology.

Handshake

October 02, 2025
According to a report from Semafor, later cited by Reuters, Intel has entered preliminary talks with AMD regarding a potential foundry partnership. Sources familiar with the matter emphasise that the discussions are still at an early stage and no outcome has been decided.

Trump-on-phone

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.

fab2-exterior

September 02, 2025
Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.

laboratory-production

August 20, 2025
The US government is examining whether to take ownership stakes in major semiconductor companies in exchange for federal CHIPS Act grants, Reuters reports, citing two sources familiar with the talks.

Foundry

August 15, 2025
According to the Bloomberg report, the two sides were discussing a deal in which the US government would pay for a stake in the company. The White House also wants to shore up Intel’s plans to open a new manufacturing plant in Ohio.

August 13, 2025
TMSC is planning to gradually phase out its 6-inch wafer production over the next two years, while consolidating its 8-inch wafer operations to enhance efficiency, Reuters reports.

Tohoku-render

August 11, 2025
The six people arrested on allegations of intellectual property theft at the Taiwanese chipmaker include a person identified by local media reports as a former employee of Tokyo Electron. The leaked information was reportedly related to TSMC’s most advanced 2-nanometer chip technology.

PCB-USA_1

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.

tim-cook-event

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.

Donald-Trump-walking

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.

sign

July 29, 2025
The Trump administration recently allowed Nvidia to resume sales of H20 GPUs to China, reversing an effective ban that aimed to keep advanced AI chips from reaching China. The new orders with TMSC would add to the existing inventory of 600,000 to 700,000 H20 chips, Reuters reports.

Netrasemi

July 25, 2025
Netrasemi is developing two Edge-AI chips: the A2000, an AI video analytics chip; and the R1000, a microcontroller for smart IoT sensors — both currently in the tapeout stage.

Claus-Aasholm

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.

Lip-Bu-Tan-2025a

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.

July 02, 2025
Navitas Semiconductor has announced plans to start 200mm GaN-on-silicon production in collaboration with Powerchip Semiconductor Manufacturing Corporation (PSMC), marking a new phase in the company's supply chain and technology strategy.

expo-mmo25-claus-aasholm-interview

July 02, 2025
During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.

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