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AI Chip Demand Fuels 12% YoY Revenue Growth in Global Semiconductor Foundry 2.0 in 1Q 2025 7/1/2025 Global semiconductor foundry 2.0 market revenue rose by 13% year-on-year (YoY) in the first quarter (1Q 2025) to $72.29 billion, largely driven by the surging demand for AI and high-performance computing (HPC) chips, which fueled the need for advanced nodes (3nm, 4/5nm) and advanced packaging (e.g. CoWoS), according to Counterpoint Technology Market Research’s Foundry Revenue […] Siemens Strengthens EDA Portfolio with Generative and Agentic AI 7/1/2025 Siemens demonstrated its new EDA AI system specifically designed for semiconductor and PCB design environments. Massive Growth of AI Data Driving Demand for Disaggregated Storage 7/1/2025 AI growth is pushing storage companies like Western Digital to innovate disaggregated storage with new SSD and HDD solutions. TSMC looks to compress Arizona fab construction into just two years 7/1/2025 TSMC’s second Arizona fab (P2) is set to begin equipment installation as early as Q3 2026, with mass production slated for 2027, according to news reports. DDR4 RAM Prices Surge, Making It More Expensive to Upgrade Older PCs 6/30/2025 TrendForce warns that DDR4 RAM prices are overtaking DDR5 memory, which is used in newer PCs. Its data shows that a stick of 16GB DDR4 RAM can now reach $24, up from a mere $4.40 back in March. Meanwhile, a two-pack of 8GB DDR4 RAM can hit $17, an increase from $4.40 as well. Micron jumps on AI chip demand, strong Q4 forecast 6/30/2025 Micron reported a nearly 50% quarter-over-quarter increase in sales of high-bandwidth memory (HBM) chips in Q3. ASML launches talent program in China to find engineers 6/30/2025 ASML has launched a talent program to promote lithography knowledge and identify skilled engineers in China. The online competition, open to industry professionals and scientific enthusiasts, offers top participants a chance to interview for openings at the company. Germany Wants Apple, Google to Remove DeepSeek From Their App Stores 6/30/2025 Berlin's data protection commissioner, Meike Kamp, argues that the 'transfer of user data by DeepSeek to China is illegal.' The tariff clock is ticking with just two weeks left 6/27/2025 When the Trump administration paused sweeping tariffs in early April, it promised 90 trade deals in 90 days that would fundamentally reshape the global economic order. Why it matters: With two weeks to go, there's one deal, one shaky detente and maximum uncertainty about the rest. Intel to shutter its automotive business, lay off department employees 6/27/2025 The move is the latest in CEO Lip-Bu Tan’s mission to cut costs as the chipmaker lays off 107 workers in California. Trump Mobile Removes 'Made In The USA' Claim for T1 Phone 6/27/2025 The Trump Mobile website removes language that says the phone is 'proudly made right here in the USA.' It now says the device is 'brought to life right here in the USA.' Rapidus Collaborating with Siemens on 2nm Chip Design 6/26/2025 Rapidus is collaborating with Siemens for semiconductor design and manufacturing processes for the 2nm generation. Texas approves law to allow electronics repair 6/26/2025 Gov. Greg Abbott’s approval of a consumer electronics right-to-repair law is a first for a Republican-led state. Lithium-Air Battery Design Poised to Increase Energy Storage, EV Range 6/26/2025 Lithium-air design could achieve 4X greater energy density than today’s EV batteries. Kioxia sampling CD9P Series PCIe 5.0 NVMe SSDs 6/26/2025 Kioxia is sampling CD9P Series PCIe 5.0 NVMe SSDs built with TLC-based 3D flash memory. Chipmaker Wolfspeed to file for bankruptcy 6/25/2025 The North Carolina-based company plans to remain operational throughout the restructuring process, which it expects to be completed by the end of September. Continental sets up new fabless chip unit to develop semiconductor devices 6/25/2025 Continental, the German automotive parts company, has announced that it has set up a fabless unit within its Aumovio subsidiary to design and verify semiconductor devices. Can Trump Mobile really offer an American made phone? 6/25/2025 Purism's $2,000 Liberty Phone is assembled in the US, but it's still forced to source components from overseas, demonstrating how hard it will be to launch an American-made Trump Phone. US House Bans WhatsApp on Staffers' Devices Over Security Concerns 6/25/2025 The House is concerned about the lack of transparency in how WhatsApp handles user data. Meta claps back, saying it’s safer than the alternatives recommended by the House. SK targets 4th quantum leap with Ulsan AI center 6/24/2025 Partnership with AWS marks new era in AI infrastructure MEMS bounces back 6/24/2025 The 2024 MEMS market grew 5% y-o-y to reach $15.4 billion, says Yole, and has a 3.7% CAGR 2024-30 to reach $19.2 billion after a difficult 2023 marked by excessive inventories. Intel Says Its 18A Node is 25% Faster Than Intel 3 6/24/2025 Alternatively, it can run up to 36% more efficiently. You MYight Be Eligible for a Cut of a $177 Million Breach Settlement from AT&T 6/24/2025 A judge in Texas gives preliminary approval to the deal, which addresses two recent data breaches. If you’re eligible for a payout, you'll be notified this summer. How to Get Starlink Satellite Internet and Set It Up the Right Way 6/23/2025 SpaceX's Starlink satellite internet service unlocks excellent speeds pretty much anywhere you can see the sky. Here’s how to get started, step by step, whether you have the Starlink residential kit or the portable Starlink Mini. Jabil pledges $500M to expand US production 6/23/2025 The electronics maker is looking to build out its capabilities to meet growing data center demand driven by cloud and artificial intelligence computing.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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