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GlobalFoundries Q2 2025 Performance: Strategic Repositioning Amid Weak Consumer Demand

In today’s semiconductor landscape, demand is increasingly shifting toward specialized solutions—automotive electrification, industrial AI deployment, and communication infrastructure—while consumer electronics markets like smartphones are showing slower recovery. In this context, GlobalFoundries (GF) is charting a strategic shift as it aligns its manufacturing and IP capabilities toward high-value domains such as

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X-FAB Q2 2025 Performance: Solid Results, Upside Potential

The global semiconductor industry is undergoing a major transformation, driven by a surge in demand for power-efficient analog and mixed-signal technologies. Against this backdrop, X-FAB has emerged as a key specialty foundry player, serving critical applications in the automotive, industrial, and medical sectors. While mega-fabs chase ever-smaller digital nodes, X-FAB

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Tower Semiconductor Q2 2025 Results: Strong Growth, RF Infrastructure Momentum

In a rapidly shifting semiconductor landscape defined by AI acceleration, 5G rollout, and escalating demand for data processing power, Tower Semiconductor has positioned itself strategically as a key enabler of analog and RF infrastructure. As larger competitors chase cutting-edge digital process nodes, Tower has carved a profitable niche in specialty

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Codasip looks to Silicon Creations’ PLL to drive RISC-V Automotive Safety-Critical Core

press release

Aug. 05, 2025 – ATLANTA, GA — August 5, 2025 – Silicon Creations, a leading provider of high-performance analog and mixed-signal intellectual property (IP) today announced that its low-area integer PLL has been successfully integrated into Codasip’s latest test chip, enabling the evaluation of Codasip’s L31AS dual-core lock-step CPU and crypto accelerator IP.

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Global Semiconductor Sales Increase 7.8% from Q1 to Q2; Month-to-Month Sales Tick Up 1.5% in June

press release wafer

WASHINGTON—Aug. 4, 2025—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $179.7 billion during the second quarter of 2025, an increase of 7.8% compared to Q1. Global sales were $59.9 billion during the month of June 2025, an increase of 19.6% compared to the June 2024 total of

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TSMC Terminates Employees in Wake of Alleged 2 nm Trade-Secret Breach

TSMC building

On August 5, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) uncovered suspicious activity suggesting a possible leak of trade secrets related to its cutting-edge 2-nanometer process technology. The discovery came through the company’s comprehensive, routine monitoring systems, which flagged unauthorized attempts to access proprietary data and immediately triggered internal investigations and

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