SMIC narrows gap with Samsung as global foundry revenue hits record $53.49 billion September 10, 2026 SMIC posted the strongest growth among the top three foundries in Q2 2026, with revenue surging 20% QoQ to more than USD 3 billion and market share edging up to 5.4% – closing in on Samsung Foundry's 5.9%. Combined revenue for the world's top ten foundries rose 11.5% to nearly USD 53.49 billion, a new record, according to TrendForce.
AI data centres are consuming PCBs – Chinese lead times stretch to 2028 July 28, 2026 In an interview with Evertiq, Didrik Bech, board member of PCB supplier Confidee, described how the AI infrastructure boom is creating an unprecedented demand for materials, resulting in supply shortages that could reshape market conditions across several European industries.
CADFEM APAC, SilTerra partner to advance semiconductor innovation June 15, 2026 The partnership brings together CADFEM APAC’s expertise in multiphysics simulation, digital engineering and predictive development frameworks with SilTerra’s knowledge of semiconductor manufacturing, process development and fabrication technologies.
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.
Indian startup BigEndian Semiconductors raises $6 million May 11, 2026 The fresh funds will be used to commercialise the Bengaluru-based fabless startup’s first system on chip SoC, scale product engineering, and boost partnerships across foundries, IP ecosystems and OEMs.
Mature-node foundry prices set to rise as AI demand tightens capacity May 07, 2026 A structural shift in the global mature-node foundry market is underway, according to research from TrendForce. Capacity cuts, surging demand for AI power components, and TSMC's planned reallocation are combining to push utilisation rates toward 90% — and set the stage for price increases.
Foundry set to grow 24.8%, but not all of the market is keeping pace March 27, 2026 In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.
AI demand lifts top foundries' Q4 revenue, Samsung gains share 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.
AI boom set to push memory revenues far beyond foundry market by 2026 February 09, 2026 The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.
Texas Instruments to acquire Silicon Labs for $7.5B February 04, 2026 Texas Instruments has signed a definitive agreement to acquire Silicon Labs in an all-cash transaction valuing the wireless connectivity specialist at approximately USD 7.5 billion.
EU approves €623 million German aid for two chip fabs December 16, 2025 The European Commission has approved EUR 623 million in German State aid to support the construction of two semiconductor manufacturing facilities in Dresden and Erfurt,
Foundry utilisation exceeds expectations in 2H25 October 16, 2025 According to TrendForce, wafer foundry utilisation during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed US semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.
Cambridge GaN Devices partners with GlobalFoundries October 14, 2025 Fabless semiconductor company Cambridge GaN Devices (CGD) has partnered with GlobalFoundries to manufacture its single-chip ICeGaN power devices. The agreement supports CGD’s fabless strategy and expands the company’s supply chain to meet increasing demand for energy-efficient GaN-based components.
Global 300mm fab equipment spending to reach $374B by 2028 October 09, 2025 Global spending on 300mm semiconductor fabrication equipment is projected to reach USD 374 billion from 2026 and 2028, driven by rising demand for AI chips and efforts to strengthen regional semiconductor self-sufficiency, according to SEMI’s latest 300mm Fab Outlook.
Qualcomm to acquire Arduino October 08, 2025 Qualcomm Technologies has agreed to acquire open-source hardware and software company Arduino, integrating one of the world’s largest developer ecosystems into its edge computing and AI portfolio.
Aixtron ships 100th G10-SiC system September 23, 2025 Aixtron SE has shipped its 100th G10-SiC epitaxy system, highlighting growing global demand for its SiC deposition technology over the past three years.
Northrop Grumman opens semiconductor facilities to external partners September 23, 2025 Northrop Grumman says that its Microelectronics Center will now provide external access to the company’s three US government-accredited semiconductor manufacturing facilities. The move is intended to expand secure domestic production of defense-grade microelectronics and strengthen US supply chain.
2Q25 foundry revenue surges 14.6% – TSMC extends market dominance 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.
Oxford Ionics delivers quantum computer to the NQCC August 18, 2025 QUARTET, a full-stack, trapped-ion quantum computer that leverages Oxford Ionics’ proprietary Electronic Qubit Control technology, has now been installed in the National Quantum Computing Centre’s (NQCC) quantum data centre at its Harwell campus.
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.
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.
Siemens expands OSAT Alliance to boost US chip supply chains June 06, 2025 Mosaic Microsystems will use Siemens‘ EDA technologies to develop ADKs for its thin glass substrate technology, while NHanced Semiconductors will employ Siemens EDA tech to develop ADKs for their silicon interposer-based tech.
Chemical mechanical planarization market to reach $10.5B by 2035 May 13, 2025 This upward trajectory is driven by the increased complexity in semiconductor architectures, growing demand for miniaturized electronic components, and the expanding integration of advanced node technology across the microelectronics industry.
imec spin-off eyeo raises €15 million to give cameras perfect eyesight May 08, 2025 eyeo, a new imec spin-off, has raised EUR 15 million in seed funding, co-led by imec.xpand, Invest-NL, joined by QBIC fund, High-Tech Gründerfonds (HTGF) and Brabant Development Agency (BOM). The spin-off aims to revolutionise the imaging market for consumer, industrial, XR and security applications by drastically increasing the light sensitivity of image sensors.
IQE and X-FAB to develop European-based GaN Power device platform April 10, 2025 IQE plc, a supplier of compound semiconductor wafer products and advanced material solutions, and X-FAB Silicon Foundries have entered into a Joint Development Agreement (JDA) to create a European-based GaN Power device platform solution.
Chip industry veteran KC Ang to head Tata Electronics’ foundry unit April 03, 2025 Ang has worked extensively in countries such as Malaysia, Germany, the US and China. Most recently, he was President–Asia and Chairman–China at Global Foundries, where he served for over 15 years.
FAMES Pilot Line launches open-access call for EU chip industry March 25, 2025 Participants whose requests are selected will have access to FAMES technologies as they become available. Open-Access Calls will take place each spring through 2028.
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.
Ortel transfer wafer fabrication to CPFC January 29, 2025 Ortel, a Photonics Foundries company, has transferred wafer fabrication for its C-Band, High-Power, Continuous Wave Laser Module platform to the Canadian Photonics Fabrication Centre (CPFC), a pure-play III-V semiconductor wafer foundry.
L&T Semiconductor Technologies unveils $10 bn fab plan January 27, 2025 Huge silicon fabrication plant investment dependent on revenue targets
"China for China" gains momentum among European tech companies January 09, 2025 Geopolitical dynamics are accelerating the formation of the “China for China” supply chain, driven by China’s vast domestic market. This trend is particularly evident in the automotive sector, says TrendForce pointing to its latest research.
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.