Category Archives: Wafer and Foundries

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

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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.
 
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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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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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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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