Category Archives: ASIC Industry Market Trends

Intel Expands Foundry Ecosystem With TSMC, UMC, and Taiwanese IP Partners

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Intel’s new CEO, Lip-Bu Tan, concluded his first earnings call, signaling a strong commitment to the company’s transformation. This transformation includes a strategic blend of internal manufacturing and external partnerships, notably with TSMC. Intel’s upcoming Nova Lake CPU will leverage both Intel’s own fabs and TSMC’s manufacturing capabilities, optimizing production

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Marvell to Sell Automotive Ethernet Business to Infineon for $2.5 Billion in Cash

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SANTA CLARA, Calif., April 7, 2025 — Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that it has entered into a definitive agreement under which Infineon Technologies AG (“Infineon”) will acquire Marvell’s Automotive Ethernet business in an all-cash transaction valued at $2.5 billion. This business in fiscal

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The Impact of Trump’s “Liberation Day” Tariffs on the Semiconductor Industry

Direction Uncertainty

President Trump’s announcement of sweeping new tariffs, dubbed “Liberation Day,” on April 2nd, 2025, has sent shockwaves through the global economy, with significant implications for the semiconductor industry. The 10% universal tariff and the country-specific reciprocal tariffs, reaching as high as 34% for some nations, will undoubtedly reshape the landscape

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Power Semiconductor Giants amid Struggles: 8,800+ Layoffs as Market Slows and China Emerges

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TrendForce, March 26, 2025 — Once a rising star alongside AI chips, power semiconductors are now feeling the heat from a sluggish EV market. According to ijiwei, citing Nikkei, major players are slashing jobs and pushing back investments, with layoffs topping 8,800.
 
Power semiconductors, vital for EV range and home

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FuriosaAI Rejects $800 Million Acquisition Offer from Meta, Opts for Independent Growth

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SEOUL, SOUTH KOREA – March 25, 2025 – South Korean AI chip startup FuriosaAI has declined an $800 million acquisition offer from US tech giant Meta, choosing instead to pursue its vision as an independent company
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Discussions between FuriosaAI and Meta had been ongoing since early this year, with

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TSMC on Track for 2nm Production, Expected to Power Apple’s iPhone 18 in 2026

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March 24, 2025 – Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading semiconductor foundry, is making significant strides in its 2nm process technology, paving the way for its adoption in Apple’s iPhone 18 family, expected in the second half of 2026.
 
Recent reports indicate that TSMC has been steadily

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