he Q3 2025 earnings season showed a widening gap between advanced-node leaders, specialty-focused foundries, and companies still struggling with yield, utilization, or legacy-node exposure. AI, automotive, data center optics and power analog continued to deliver strong demand, while smartphones and PCs remained mixed.
TSMC and Samsung maintained strong momentum powered by AI accelerators and
[Levallois-Perret, France — November 14, 2025] — Linxens, a global leader in component-based solutions, and Presto Engineering, a leading provider of advanced ASIC design and production services, today announced a strategic collaboration on a next-generation platform of connected biosensors. The initiative will be showcased at MEDICA 2025, the world’s largest medical trade fair, where Presto
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Woodcliff Lake, New Jersey — November 11, 2025 — Semiconductor intellectual property (IP) provider CAST today announced that LX Semicon is the 200th customer to license the CAN Bus Controller IP Core from CAST. They will use the ISO 26262 ASIL D-ready functional safety version of the CAN core in a major automotive chip development project. This milestone underscores CAST’s leadership
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Migdal HaEmek, Israel – November 10, 2025 — Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog and mixed-signal semiconductor solutions, today announced financial results for the third quarter ended September 30, 2025, and issued a strong forecast for the fourth quarter, driven by accelerating demand from AI and data-center markets.
Tower reported
MALTA, N.Y., November 10, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) today announced that it has entered into a technology licensing agreement with TSMC for 650V and 80V Gallium Nitride (GaN) technology. This strategic move will accelerate GF’s next generation of GaN products for datacenter, industrial and automotive power applications and provide U.S.-based GaN capacity for a global customer base.
As traditional silicon CMOS technologies hit their performance limits, GaN is emerging as the next-generation solution for meeting the increasing demand for higher efficiency, power density and compactness in power
BLOOMINGTON, Minn. – November 6, 2025 – SkyWater Technology (NASDAQ: SKYT), the largest exclusively U.S.-based, pure-play semiconductor foundry, today announced a collaboration with QuamCore, a deep-tech startup pioneering a revolutionary superconducting quantum processor architecture. This collaboration includes a multi-million-dollar contract focused on co-developing Single Flux Quantum (SFQ) devices to accelerate the advancement of practical, large-scale quantum computing.