Category Archives: Wafer and Foundries

2Q25 Foundry Revenue Surges 14.6% to Record High, TSMC’s Market Share Hits 70%, Says TrendForce

press release

TrendForce’s latest investigations reveal that global foundry revenue in 2Q25 reached a record US$41.7 billion, up 14.6% QoQ, thanks to China’s consumer subsidy program spurring early stocking, along with upcoming demand for new smartphones, notebooks/PCs, and servers launching in the second half of the year. Both capacity utilization and wafer

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TSMC to Commence Construction on 1.4nm Fab in Taichung in October 2025

TSMC building

Taiwan Semiconductor Manufacturing Company (TSMC) will break ground next month on its most advanced fabrication plant to date, focused on the 1.4-nanometer process node, internally known as A14.
 
The new project, located in the Taichung sector of the Central Taiwan Science Park, will form part of Fab 25. This

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Cirrus Logic and GlobalFoundries Expand Strategic Investment to Advance Next-Generation Mixed-Signal Semiconductor Manufacturing in the U.S.

Austin, TX and Malta, NY – August 19, 2025 – Cirrus Logic (Nasdaq: CRUS), a leading provider of high-performance audio and mixed-signal semiconductor solutions, today announced the expansion of its long-standing relationship with GlobalFoundries (Nasdaq: GFS) (GF) – one of the world’s leading semiconductor manufacturers. These joint development efforts aim

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SoftBank Injects $2 Billion into Intel—A Strategic Lifeline for the Semiconductor Giant

intel logo

August 19, 2025 – In a high-profile move underscoring global confidence in American chipmaking, SoftBank Group has agreed to invest $2 billion in Intel Corporation, purchasing common stock at $23 per share. This transaction will give SoftBank a stake just under 2 percent in the embattled semiconductor leader.
 
A

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GlobalFoundries Expands Partnership with Apple to Advance Wireless Connectivity and Power Management, Reinforcing U.S. Chip Manufacturing Leadership

Aug. 11, 2025 – MALTA, N.Y. — GlobalFoundries (Nasdaq: GFS) (GF) today announced it has entered into an agreement with Apple for a deeper collaboration that will advance semiconductor technologies and strengthen U.S. manufacturing.
 
This partnership will enable GF to accelerate investments at its state-of-the-art semiconductor manufacturing facility in Malta,

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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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