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.
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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.
Team Trump seeks to renegotiate US CHIPS Act
February 14, 2025
The White House is reviewing projects awarded under 2022 law, which is meant to bolster US domestic semiconductor output and includes USD 39 billion worth of subsidies, sources told Reuters.
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.
L&T Semiconductor Technologies unveils $10 bn fab plan
January 27, 2025
Huge silicon fabrication plant investment dependent on revenue targets
Minimal impact on wafer fabs following Taiwanese earthquake
January 23, 2025
A magnitude 6.4 earthquake struck southern Taiwan near Chiayi in the early hours of January 21, 2025. According to TrendForce, preliminary assessments indicate minimal damage to nearby wafer fabs.
TSMC's Arizona facility has started 4nm production
January 13, 2025
Taiwan Semiconductor Manufacturing Co is now officially manufacturing 4-nanometer chips for its US customers in Arizona, says the US government.
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.
TSMC's 2024 annual revenue is an all-time record
January 13, 2025
Taiwan Semiconductor Manufacturing Company (TSMC) has recorded total revenue of USD 90 billion for 2024. It's the firm's highest annual sales total since it went public in 1994.
Honda and Renesas sign agreement to develop high-performance SoC
January 09, 2025
Honda Motor and Renesas have signed an agreement to develop a high-performance system-on-chip (SoC) for software-defined vehicles (SDVs).
TSMC plans two more fabs in Kaohsiung
December 30, 2024
The construction of the P4 and P5 fabs is scheduled to be completed in 2027, the Taipei Times report said. The five facilities are expected to create 8,000 jobs.
Rohm, TSMC launch GaN partnership for EV sector
December 13, 2024
The partnership will integrate Japanese semiconductor company Rohm’s device development technology with TSMC’s GaN-on-silicon process technology.
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.
TSMC, Nvidia in talks for AI chip production in Arizona
December 06, 2024
However, Nvidia’s Blackwell chips will have to be shipped back to Taiwan for packaging since the Arizona facility does not have the necessary CoWoS capacity, the Reuters report says.
3Q24 global top 10 foundry revenues reach record highs
December 05, 2024
TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
Lattice mulls making offer for Intel’s Altera
November 25, 2024
Oregon-based low power programmable firm Lattice Semiconductor is seeking a private equity backer as it explores a potential bid, the Bloomberg report said.
US finalizes $6.6 billion in chips grants for TSMC
November 18, 2024
TSMC will produce the world’s most advanced 2-nanometer technology at its second Arizona fab, which is expected to begin production in 2028.
TSMC to tighten scrutiny on Chinese AI chip clients
November 12, 2024
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes.
Silicon wafer market to reach $18 billion by 2031
November 11, 2024
The growth in the sector is being attributed to the emergence of 5g and the increasing miniaturization of electronic devices.
US orders TSMC to halt shipments of advanced AI chips to China
November 11, 2024
The US Department of Commerce sent a letter to TSMC imposing export restrictions on sophisticated chips, of 7 nanometer or more advanced designs, destined for China, sources told Reuters.
Silver Lake, Bain prepare to bid for stake in Intel’s Altera
November 05, 2024
Intel has started the process for the stake sale in its programmable chips unit Altera, which it acquired for nearly USD 17 billion in 2015. The deal could provide Intel with a much-needed cash boost.
US fines GlobalFoundries for shipping chips to blacklisted firm
November 04, 2024
The Commerce Department said contract chipmaker GlobalFoundries sent 74 shipments worth USD 17.1 million to SJ Semiconductor, an affiliate of sanctioned Chinese firm SMIC, without seeking a license.
Mature process capacity to grow 6% in 2025
October 30, 2024
According to TrendForce's investigations, China's domestic IC substitution policies will allow Chinese foundries to account for the majority of the expansion in mature process capacity in 2025. Despite ongoing price pressure, the top 10 mature process foundries globally are expected to have a 6% rise in capacity by 2025.
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