1. IBM warns of chip supply risks, highlights Japan’s Rapidus as key alternative IBM CEO Arvind Krishna has warned that the global chip supply chain is increasingly vulnerable to over-reliance on a few major players, citing geopolitical tensions. He highlighted Japanese foundry startup Rapidus as a strategic emerging force in addressing these risks. “It’s no […]
1. Global semiconductor sales to reach $117.1 billion in 2024, driven by China’s $49.6 billion investment Global semiconductor sales are expected to grow 10% in 2024 to $117.1 billion, up from $106.3 billion in 2023, according to a new report from SEMI. This growth is driven by increased investment in advanced logic, high-bandwidth memory (HBM), […]
1. Infineon expands production in China to drive semiconductor growth Infineon’s Wuxi plant has reached a major milestone, marking 30 years of operations in China. As Infineon’s largest IGBT manufacturing facility globally, the Wuxi facility plays a key role in driving the company’s localization strategy, contributing to the growing demand for power semiconductors in the […]
1. Global Semiconductor Sales Up 17.9% Year-Over-Year in January The Semiconductor Industry Association (SIA) reported that global semiconductor sales reached $56.5 billion in January 2025, up 17.9% from $47.9 billion in January 2024 but down 1.7% from $57.5 billion in December 2024. John Neuffer, president and CEO of SIA said: “After recording its highest annual […]
1. Micron Appoints Former TSMC Chairman Mark Liu to Board Micron Technology has announced that former TSMC Chairman Mark Liu has officially joined the company’s board of directors. Liu has more than 30 years of experience in the semiconductor industry, having held key leadership roles at TSMC, including Senior Vice President, Co-CEO, President and Co-CEO, […]
1. TSMC in talks with NVIDIA, AMD, Broadcom to operate Intel’s foundry Taiwan Semiconductor Manufacturing Company (TSMC) is in talks with NVIDIA, AMD and Broadcom to form a joint venture to manage Intel’s foundry business. Under the proposal, TSMC would oversee the operation but would not hold more than a 50% stake. The discussions are […]
1. The United States promotes a joint venture between Intel and TSMC to produce chips The US government is said to be pushing Intel and TSMC to establish a joint venture to develop more semiconductor foundry projects in the United States. Sources say Intel is considering separating its semiconductor manufacturing division to cooperate with TSMC […]
1. Intel delays completion of $28 billion chip factory in Ohio until 2030 Intel announced on February 28 that completion of its $28 billion chip manufacturing facility in New Albany would be further delayed, with the plant now expected to be completed no earlier than 2030—pushing back the original timeline by at least five years. […]
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