Category Archives: ASIC Industry Market Trends

Global Memory Market to Exceed $190 Billion in 2025, Fueled by HBM and AI Growth

market

Lyon, France – June 2025 – Yole Group, a leading market research and strategy consulting firm, today announced new findings projecting that the global memory market will reach nearly $200 billion in revenue by the end of 2025, significantly outpacing earlier forecasts. This surge is driven by unprecedented demand for

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AWS Chips Away at Nvidia’s Lead with Rising Demand for Custom AI Processors

Depositphotos

SEATTLE — June 18, 2025
Amazon Web Services (AWS) is seeing clear results from its ambitious custom silicon strategy, as growing adoption of its Trainium and Graviton chip families starts to erode Nvidia’s long-standing dominance in AI infrastructure.
 
In recent months, AWS has reported strong momentum for its internally

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Texas Instruments to Invest More Than $60 Billion to Strengthen U.S. Semiconductor Manufacturing

press release wafer fab

allas, TX — June 18, 2025 — Texas Instruments Incorporated (Nasdaq: TXN) today announced plans to invest more than $60 billion in building and expanding semiconductor manufacturing facilities in the United States—marking one of the largest investments in domestic chip production in American history.
 
The multiyear initiative will span

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Cadence Accelerates SoC, 3D-IC and Chiplet Design for AI Data Centers, Automotive and Connectivity in Collaboration with Samsung Foundry

June 17,2025 — SAN JOSE, Calif.— Cadence (Nasdaq: CDNS) today announced an expansion of its collaboration with Samsung Foundry, including a new multi-year IP agreement to broaden Cadence® memory and interface IP solutions in Samsung Foundry’s SF4X, SF5A and SF2P advanced process nodes. Furthering their ongoing technology collaboration, the companies are leveraging

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CSEM and QDI Systems Unveil Quantum Dot CMOS Image Sensor for Direct X-Ray and SWIR Imaging

press release

June 5th 2025 — Swiss technology innovation center CSEM, in collaboration with Dutch deep-tech startup QDI Systems, has developed the world’s first image sensor to directly convert X-rays into electronic signals using quantum dots (QDs) on a CMOS platform. This revolutionary approach enables compact, low-cost, and scalable wide-spectrum

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Nvidia and AMD to Launch Downgraded AI GPUs in China Amid Tightened U.S. Restrictions

cpu or central processor unit

May-30-2025 — Nvidia and AMD are preparing to release a new generation of scaled-back AI GPUs for the Chinese market in Q3 2025, according to supply chain sources. These chips are specifically designed to comply with increasingly strict U.S. export regulations while still supporting key Chinese AI frameworks like DeepSeek.
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