MILPITAS, Calif. — April 29, 2025 — Worldwide silicon wafer shipments increased 2.2% year-on-year (YoY) to 2,896 million square inches (MSI) from the 2,834 MSI recorded during the same quarter of 2024, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry. Sequentially, shipments
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STMicroelectronics has announced its financial results for the first quarter of 2025, reflecting both the challenges of a shifting market and the company’s strategic transformation efforts.
This memo summarizes STMicroelectronics’ Q1 2025 financial results, as announced. While revenues were down 27.3% year-over-year to $2.52 billion, aligning with
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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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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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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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