KEY TAKEAWAYS:
Foundry capacity is forecasted to grow at 4.3% CAGR[1] from 2024 to 2030.
Mainland China to lead in foundry capacity by 2030, with 30% of global share.
U.S. players account for 57% of wafer demand but own only 10% of foundry capacity.
Global foundry utilization
LOOMINGTON, Minn., and AUSTIN, Texas – June 23, 2025 – SkyWater Technology (Nasdaq: SKYT), the trusted technology realization partner, today announced that it expects to complete its previously announced acquisition of Fab 25 on June 30, 2025. The company also confirmed that all required regulatory approvals have now been obtained.
The
Hsinchu, Taiwan — June 24, 2025 — Faraday Technology Corporation (TWSE: 3035), a leading ASIC design service and IP provider, today announced the availability of its 10G SerDes IP on UMC’s 22nm process technology. Designed to meet the increasing demands of high-speed data transmission, the new SerDes IP supports a broad
Read More
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
Read More
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
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